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HEICO (HEI) Institutional Ownership

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$235.44 -3.11 (-1.30%)
As of 12:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for HEICO (NYSE:HEI)

Current
Institutional Ownership
Percentage
27.12%
Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$377.41M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$208.23M
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HEI Institutional Buying and Selling by Quarter

HEICO Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/23/2025New England Research & Management Inc.3,225$767K0.4%N/A0.002%
1/23/2025Baader Bank Aktiengesellschaft17,650$4.20M0.3%-9.5%0.013%
1/23/2025Ibex Wealth Advisors20,057$4.77M0.6%-9.2%0.014%
1/23/2025Robeco Institutional Asset Management B.V.10,800$2.57M0.0%+1.3%0.008%
1/22/2025 Vantage Investment Partners LLC160,373$38.13M3.3%+31.0%0.116%
1/21/2025 Embree Financial Group4,312$1.03M0.2%-18.8%0.003%
1/21/2025 Moody Lynn & Lieberson LLC4,251$1.01M0.1%+1.6%0.003%
1/21/2025 Berbice Capital Management LLC400$95K0.1%N/A0.000%
1/17/2025 MinichMacGregor Wealth Management LLC34,764$8.27M1.7%+5.3%0.025%
1/17/2025 Mutual Advisors LLC1,129$266K0.0%-5.1%0.001%
1/17/2025 Riverbridge Partners LLC866,925$206.10M2.8%-4.9%0.624%
1/17/2025 SG Americas Securities LLC722$172K0.0%-79.1%0.001%
1/17/2025 Magnus Financial Group LLC1,007$239K0.0%N/A0.001%
1/17/2025 Simon Quick Advisors LLC1,050$250K0.0%N/A0.001%
1/17/2025 Clear Harbor Asset Management LLC23,073$5.49M0.4%+0.9%0.017%
1/15/2025 Carderock Capital Management Inc.36,572$8.70M2.2%-1.8%0.026%
1/15/2025 Householder Group Estate & Retirement Specialist LLC657$156K0.1%+476.3%0.000%
1/15/2025 Wealthcare Advisory Partners LLC922$219K0.0%-6.1%0.001%
1/15/2025 Gateway Investment Advisers LLC30,681$7.29M0.1%-43.9%0.022%
1/15/2025 Hennion & Walsh Asset Management Inc.4,444$1.06M0.0%+43.9%0.003%
1/13/2025 CHICAGO TRUST Co NA3,678$874K0.2%-1.3%0.003%
1/10/2025 West Oak Capital LLC2,750$654K0.2%+2,400.0%0.002%
1/7/2025 Bath Savings Trust Co41,738$9.92M1.0%-2.0%0.030%
1/3/2025 Everence Capital Management Inc.7,070$1.68M0.1%N/A0.005%
12/13/2024Lord Abbett & CO. LLC122,540$32.04M0.1%-1.7%0.088%
12/12/2024 Legacy Wealth Management LLC MS820$214K0.1%N/A0.001%
11/25/2024Synovus Financial Corp1,975$516K0.0%+31.7%0.001%
11/25/2024Tidal Investments LLC1,557$407K0.0%+7.9%0.001%
11/25/2024World Investment Advisors LLC1,206$315K0.0%N/A0.001%
11/20/2024 Diamant Asset Management Inc.3,156$825K0.5%-1.6%0.002%
11/19/2024Unigestion Holding SA3,145$822K0.0%N/A0.002%
11/19/2024TCW Group Inc.189,125$49.45M0.4%-5.4%0.136%
11/18/2024Rehmann Capital Advisory Group1,357$355K0.0%-3.6%0.001%
11/18/2024TD Private Client Wealth LLC348$91K0.0%-16.9%0.000%
11/18/2024Coldstream Capital Management Inc.1,719$451K0.0%+6.6%0.001%
11/15/2024Groupama Asset Managment13,046$34K0.0%-15.9%0.009%
11/15/2024Orion Portfolio Solutions LLC944$247K0.0%N/A0.001%
11/15/2024Kovitz Investment Group Partners LLC10,935$2.88M0.0%-8.8%0.008%
11/15/2024Voya Financial Advisors Inc.5,858$1.52M0.2%-10.2%0.004%
11/15/2024Two Sigma Advisers LP362,878$94.89M0.2%+3.7%0.262%
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11/15/2024Polar Asset Management Partners Inc.11,500$3.01M0.1%N/A0.008%
11/15/2024Morse Asset Management Inc6,207$1.62M0.3%+0.6%0.004%
11/15/2024Motley Fool Asset Management LLC1,647$432K0.0%-8.7%0.001%
11/15/2024IHT Wealth Management LLC7,497$1.96M0.1%+51.1%0.005%
11/15/2024Hilltop Holdings Inc.2,674$699K0.0%N/A0.002%
11/15/2024Holocene Advisors LP4,821$1.26M0.0%+5.8%0.003%
11/15/2024Centiva Capital LP9,113$2.38M0.0%+149.3%0.007%
11/15/2024Concentric Capital Strategies LP7,117$1.86M0.1%-32.0%0.005%
11/15/2024Benjamin Edwards Inc.5,752$1.50M0.0%+388.3%0.004%
11/15/2024Atom Investors LP4,318$1.13M0.1%N/A0.003%
11/15/2024Alerus Financial NA36,867$9.64M0.7%-5.1%0.027%
11/14/2024Portland Investment Counsel Inc.808$211K0.1%N/A0.001%
11/14/2024Icon Wealth Advisors LLC2,039$533K0.0%-37.9%0.001%
11/13/2024Freedom Investment Management Inc.2,050$536K0.0%-14.1%0.001%
11/13/2024Cynosure Group LLC1,370$358K0.1%N/A0.001%
11/13/2024 Brooklyn Investment Group491$128K0.0%N/A0.000%
11/13/2024Quantbot Technologies LP18,801$4.92M0.2%+424.1%0.014%
11/13/2024Loomis Sayles & Co. L P379$99K0.0%-99.7%0.000%
11/13/2024Dynamic Technology Lab Private Ltd4,963$1.30M0.1%-30.4%0.004%
11/12/2024Pekin Hardy Strauss Inc.850$222K0.0%N/A0.001%
11/12/2024Centaurus Financial Inc.731$191K0.0%+8.9%0.001%
11/12/2024MGB Wealth Management LLC2,900$758K0.3%+3.6%0.002%
11/12/2024Icon Wealth Advisors LLC6,248$1.63M0.1%+90.2%0.005%
11/12/2024GM Advisory Group LLC2,948$771K0.0%+48.7%0.002%
11/12/2024Navellier & Associates Inc.2,410$630K0.1%-24.0%0.002%
11/12/2024 Integrated Investment Consultants LLC16,942$4.43M0.1%+734.2%0.012%
11/8/2024Moors & Cabot Inc.4,767$1.25M0.1%-3.9%0.003%
11/8/2024EULAV Asset Management402,193$105.17M2.6%+5.0%0.290%
11/8/2024Advisors Asset Management Inc.18,334$4.79M0.1%+3.4%0.013%
11/8/2024Jennison Associates LLC252,148$65.93M0.0%-10.4%0.182%
11/6/2024Sawgrass Asset Management LLC37,635$9.84M1.0%-4.1%0.027%
11/6/2024Accredited Investors Inc.990$259K0.0%N/A0.001%
11/6/2024LJI Wealth Management LLC2,000$523K0.1%-4.8%0.001%
11/6/2024KPP Advisory Services LLC875$229K0.1%N/A0.001%
11/6/2024Bell Bank7,398$1.93M0.2%-8.6%0.005%
11/6/2024MQS Management LLC1,087$284K0.2%N/A0.001%
11/5/2024Rakuten Securities Inc.311$81K0.0%N/A0.000%
11/5/2024 Vantage Investment Partners LLC122,430$32.01M2.7%+1.4%0.088%
11/5/2024FDx Advisors Inc.1,647$431K0.1%-2.6%0.001%
11/4/2024Wolverine Asset Management LLC1,500$392K0.0%-80.0%0.001%
11/1/2024SpiderRock Advisors LLC15,490$4.05M0.1%+498.1%0.011%
11/1/2024Equitable Trust Co.4,986$1.30M0.1%-0.9%0.004%
11/1/2024Verity Asset Management Inc.6,501$1.70M0.6%-6.2%0.005%
10/31/2024TFB Advisors LLC1,273$333K0.1%N/A0.001%
10/31/2024ARK Investment Management LLC14,885$3.89M0.0%-7.4%0.011%
10/30/2024 MinichMacGregor Wealth Management LLC33,018$8.63M1.8%-4.3%0.024%
10/30/2024Signify Wealth781$204K0.2%N/A0.001%
10/29/2024Robeco Institutional Asset Management B.V.10,662$2.79M0.0%+79.2%0.008%
10/29/2024Emerald Advisers LLC2,383$623K0.0%-2.3%0.002%
10/29/2024Arcadia Investment Management Corp MI600$157K0.0%N/A0.000%
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10/28/2024Congress Asset Management Co.66,248$17.32M0.1%-1.1%0.048%
10/25/2024Cutter & CO Brokerage Inc.59,956$15.68M3.5%-1.4%0.043%
10/24/2024Barrett & Company Inc.2,800$732K0.3%-11.8%0.002%
10/24/2024Semanteon Capital Management LP4,631$1.21M0.8%-14.4%0.003%
10/24/2024Frank Rimerman Advisors LLC771$202K0.0%N/A0.001%
10/23/2024Mediolanum International Funds Ltd5,956$1.54M0.0%-6.0%0.004%
10/23/2024HWG Holdings LP15,444$4.04M1.4%+5.2%0.011%
10/23/2024 Moody Lynn & Lieberson LLC4,186$1.10M0.1%+1.8%0.003%
10/23/2024 Global Trust Asset Management LLC550$144K0.1%N/A0.000%
10/23/2024 Assenagon Asset Management S.A.17,218$4.50M0.0%N/A0.012%
(Data available from 1/1/2016 forward)

HEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEI shares?

During the previous two years, 293 institutional investors and hedge funds held shares of HEICO. The most heavily invested institutionals were Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), AGF Management Ltd. ($212.42M), Riverbridge Partners LLC ($206.10M), EULAV Asset Management ($105.17M), and Federated Hermes Inc. ($101.44M).Learn more on HEI's institutional investors.

What percentage of HEICO stock is owned by institutional investors?

27.12% of HEICO stock is owned by institutional investors. Learn more on HEI's institutional investor holdings.

Which institutional investors have been buying HEICO stock?

Of the 227 institutional investors that purchased HEICO stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($378.83K), Capital World Investors ($311.30K), EULAV Asset Management ($256.01K), Zeno Equity Partners LLP ($161.71K), Vantage Investment Partners LLC ($160.37K), Azimuth Capital Investment Management LLC ($93.11K), and Two Sigma Advisers LP ($88.20K).

How much institutional buying is happening at HEICO?

Institutional investors have bought a total of 2,974,401 shares in the last 24 months. This purchase volume represents approximately $571.82M in transactions.

Which HEICO major shareholders have been selling company stock?

Of the 142 institutional investors that sold HEICO stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Riverbridge Partners LLC ($370.27K), Peregrine Capital Management LLC ($313.45K), Fisher Asset Management LLC ($194.31K), Loomis Sayles & Co. L P ($152.65K), Scopus Asset Management L.P. ($140.57K), Jennison Associates LLC ($104.65K), and Capital World Investors ($75.44K).

How much institutional selling is happening at HEICO?

Institutional investors have sold a total of 1,918,252 shares in the last 24 months. This volume of shares sold represents approximately $361.44M in transactions.


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This page (NYSE:HEI) was last updated on 1/24/2025 by MarketBeat.com Staff
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