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Heico (HEI) Institutional Ownership

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$325.44 -1.36 (-0.42%)
Closing price 08/1/2025 03:59 PM Eastern
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$317.88 -7.57 (-2.32%)
As of 08/1/2025 06:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
236
Total
Institutional Inflows
(last 12 months)
$6.01B
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$412.14M
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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
8/1/2025Jennison Associates LLC95,596$31.36M0.0%-12.1%0.069%
8/1/2025Motley Fool Asset Management LLC1,984$651K0.0%-2.0%0.001%
8/1/2025Ashton Thomas Private Wealth LLC7,986$2.62M0.1%-1.0%0.006%
8/1/2025MorganRosel Wealth Management LLC4,485$1.47M0.4%+16,511.1%0.003%
7/31/2025 Linden Thomas Advisory Services LLC25,522$8.37M0.9%+287.5%0.018%
7/31/2025 Keeler Thomas Management LLC4,589$1.51M0.6%N/A0.003%
7/31/2025 AlphaQuest LLC221$72K0.0%-81.9%0.000%
7/31/2025 LJI Wealth Management LLC1,750$574K0.1%-7.9%0.001%
7/31/2025 Carnegie Investment Counsel15,031$4.93M0.1%+1.6%0.011%
7/30/2025 Freedom Investment Management Inc.1,711$561K0.0%-12.9%0.001%
7/30/2025 ARK Investment Management LLC14,729$4.83M0.0%-2.4%0.011%
7/30/2025 TFB Advisors LLC1,331$437K0.1%+4.8%0.001%
7/30/2025 Cookson Peirce & Co. Inc.2,498$819K0.0%N/A0.002%
7/30/2025 Fiduciary Family Office LLC612$201K0.1%N/A0.000%
7/30/2025 Phoenix Financial Ltd.690$226K0.0%N/A0.000%
7/29/2025 Chicago Partners Investment Group LLC830$267K0.0%N/A0.001%
7/29/2025 Koshinski Asset Management Inc.723$237K0.0%N/A0.001%
7/29/2025 Stratos Wealth Partners LTD.31,837$10.44M0.1%-1.7%0.023%
7/28/2025 Duncker Streett & Co. Inc.42,462$13.93M2.5%-1.0%0.031%
7/28/2025 Mutual Advisors LLC1,138$368K0.0%-7.5%0.001%
7/28/2025 Essex LLC895$294K0.1%-5.8%0.001%
7/28/2025 Harbour Investments Inc.454$149K0.0%+17.9%0.000%
7/28/2025 Bayforest Capital Ltd351$115K0.1%+51.9%0.000%
7/28/2025 Sagespring Wealth Partners LLC647$212K0.0%N/A0.000%
7/28/2025Equitable Trust Co.4,459$1.46M0.1%-10.6%0.003%
7/28/2025 Moran Wealth Management LLC2,119$695K0.0%-14.4%0.002%
7/28/2025 Alpine Woods Capital Investors LLC12,862$4.22M1.0%-0.6%0.009%
7/25/2025 Lodestar Private Asset Management LLC1,350$443K0.1%-50.9%0.001%
7/25/2025 Concurrent Investment Advisors LLC655$215K0.0%N/A0.000%
7/24/2025 Inspire Investing LLC2,775$910K0.1%N/A0.002%
7/24/2025 Total Wealth Planning & Management Inc.2,518$826K0.6%-11.2%0.002%
7/24/2025 Freedom Day Solutions LLC9,645$3.16M0.8%-2.9%0.007%
7/23/2025 Optas LLC766$251K0.0%N/A0.001%
7/23/2025 Roundview Capital LLC24,804$8.14M0.5%+3.5%0.018%
7/22/2025 Valley National Advisers Inc.350$114K0.0%N/A0.000%
7/22/2025 Highland Capital Management LLC4,736$1.55M0.1%N/A0.003%
7/21/2025 Barrett & Company Inc.3,216$1.06M0.4%+1.6%0.002%
7/18/2025 Union Bancaire Privee UBP SA3,733$1.22M0.0%N/A0.003%
7/17/2025 Global Trust Asset Management LLC4,610$1.51M0.8%+145.2%0.003%
7/17/2025 Moody Lynn & Lieberson LLC4,230$1.39M0.1%+1.4%0.003%
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7/17/2025 Hengehold Capital Management LLC2,862$939K0.1%-1.5%0.002%
7/16/2025 MinichMacGregor Wealth Management LLC25,191$8.26M1.8%-34.5%0.018%
7/16/2025 Novem Group716$235K0.0%N/A0.001%
7/16/2025 Embree Financial Group4,026$1.32M0.2%-6.6%0.003%
7/16/2025 Congress Asset Management Co.308,457$101.17M0.7%+366.0%0.222%
7/16/2025 Dakota Wealth Management1,518$498K0.0%N/A0.001%
7/16/2025 Maridea Wealth Management LLC637$209K0.1%N/A0.000%
7/15/2025 Riverbridge Partners LLC713,376$233.99M3.8%-11.5%0.513%
7/15/2025 Postrock Partners LLC9,922$3.25M1.6%-0.4%0.007%
7/15/2025 Retireful LLC1,296$425K0.3%-11.5%0.001%
7/14/2025 CHICAGO TRUST Co NA3,428$1.12M0.2%-4.2%0.002%
7/14/2025 Ridgewood Investments LLC131$43K0.0%+36.5%0.000%
7/14/2025 Clear Harbor Asset Management LLC26,468$8.68M0.7%-0.5%0.019%
7/11/2025 Essex Savings Bank671$220K0.1%N/A0.000%
7/11/2025 Bell Bank5,388$1.77M0.1%-3.6%0.004%
7/10/2025 Trust Point Inc.2,843$933K0.1%-38.6%0.002%
7/10/2025 Carderock Capital Management Inc.35,909$11.78M3.0%+0.8%0.026%
7/10/2025 Bath Savings Trust Co45,054$14.78M1.5%+0.5%0.032%
7/10/2025 Baader Bank Aktiengesellschaft16,050$5.26M0.4%-9.8%0.012%
7/10/2025 Threadgill Financial LLC16,893$5.54M3.0%+2,033.0%0.012%
7/9/2025 Towerpoint Wealth LLC687$225K0.1%N/A0.000%
7/9/2025 Mirador Capital Partners LP4,529$1.49M0.2%N/A0.003%
7/9/2025 Gateway Investment Advisers LLC25,268$8.29M0.1%-12.0%0.018%
7/9/2025 Baron Wealth Management LLC3,501$1.15M0.4%-6.8%0.003%
7/9/2025 Aaron Wealth Advisors LLC765$251K0.0%N/A0.001%
7/7/2025 Value Partners Investments Inc.2,552$836K0.1%+12.9%0.002%
7/1/2025 Kera Capital Partners Inc.1,423$467K0.1%N/A0.001%
5/27/2025 Carderock Capital Management Inc.35,610$9.52M2.5%-2.6%0.026%
5/21/2025Acadian Asset Management LLC1,381$368K0.0%+216.7%0.001%
5/19/2025 Bayforest Capital Ltd231$62K0.0%-61.6%0.000%
5/16/2025Ashton Thomas Private Wealth LLC8,063$2.15M0.1%-0.9%0.006%
5/16/2025Teza Capital Management LLC844$226K0.1%-89.3%0.001%
5/16/2025NewEdge Advisors LLC1,436$384K0.0%-6.9%0.001%
5/16/2025Interval Partners LP11,704$3.13M0.1%N/A0.008%
5/16/2025Bain Capital Public Equity LP12,563$3.36M3.7%-62.5%0.009%
5/16/2025Banque Transatlantique SA253$62K0.0%+36.8%0.000%
5/16/2025Advisors Asset Management Inc.20,517$5.48M0.1%+1.3%0.015%
5/15/2025PDT Partners LLC25,576$6.83M0.5%+781.9%0.018%
5/15/2025Graham Capital Management L.P.8,670$2.32M0.0%-2.6%0.006%
5/15/2025Kingdon Capital Management L.L.C.45,000$12.02M1.3%-25.0%0.032%
5/15/2025Panagora Asset Management Inc.8,103$2.17M0.0%N/A0.006%
5/15/2025Lansforsakringar Fondforvaltning AB publ 14,509$3.88M0.0%-11.0%0.010%
5/14/2025Quadcap Wealth Management LLC806$215K0.0%N/A0.001%
5/14/2025Gabelli Funds LLC26,052$6.96M0.1%-11.2%0.019%
5/14/2025 Freedom Investment Management Inc.1,964$525K0.0%-4.9%0.001%
5/14/2025Synovus Financial Corp1,925$514K0.0%-2.0%0.001%
5/14/2025 AlphaQuest LLC1,222$327K0.0%-58.6%0.001%
5/14/2025CW Advisors LLC3,962$1.06M0.0%-2.5%0.003%
5/14/2025Tribune Investment Group LP8,000$2.14M0.9%N/A0.006%
5/14/2025Capital Fund Management S.A.23,959$6.40M0.0%+79.8%0.017%
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5/14/2025EntryPoint Capital LLC2,038$545K0.2%+120.1%0.001%
5/14/2025Groupama Asset Managment14,438$3.84M0.0%+0.5%0.010%
5/14/2025BI Asset Management Fondsmaeglerselskab A S4,326$1.16M0.0%-2.4%0.003%
5/14/2025 Andina Capital Management LLC1,815$485K0.3%N/A0.001%
5/14/2025Quantbot Technologies LP20,653$5.52M0.2%N/A0.015%
5/13/2025Qtron Investments LLC3,092$826K0.1%-12.2%0.002%
5/13/2025Aviso Financial Inc.8,026$2.14M0.1%N/A0.006%
5/13/2025Corient IA LLC2,500$668K0.5%N/A0.002%
5/13/2025Cresset Asset Management LLC6,929$1.85M0.0%+25.1%0.005%
5/13/2025Wealthedge Investment Advisors LLC1,202$321K0.1%N/A0.001%
(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, 386 institutional investors and hedge funds held shares of Heico. The most heavily invested institutionals were Wealthfront Advisers LLC ($5.29B), Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), Riverbridge Partners LLC ($233.99M), AGF Management Ltd. ($222.93M), and EULAV Asset Management ($123.36M).Learn more on Heico's institutional investors.

What percentage of Heico's stock is owned by institutional investors?

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

Which institutional investors have been buying Heico's stock?

Of the 314 institutional investors that purchased Heico's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($22.22M), Bain Capital Public Equity Management II LLC ($464.81K), AGF Management Ltd. ($378.83K), EULAV Asset Management ($315.51K), Capital World Investors ($311.30K), Freestone Grove Partners LP ($298.77K), and Congress Asset Management Co. ($243.09K).

How much institutional buying is happening at Heico?

Institutional investors have bought a total of 25,137,030 shares in the last 24 months. This purchase volume represents approximately $6.01B in transactions.

Which of Heico's major shareholders have been selling company stock?

Of the 119 institutional investors that sold Heico's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($359.60K), Riverbridge Partners LLC ($198.55K), Jennison Associates LLC ($185.96K), Loomis Sayles & Co. L P ($119.40K), Lord Abbett & CO. LLC ($100.94K), Royce & Associates LP ($96.36K), and Driehaus Capital Management LLC ($87.49K).

How much institutional selling is happening at Heico?

Institutional investors have sold a total of 1,625,664 shares in the last 24 months. This volume of shares sold represents approximately $412.14M in transactions.


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This page (NYSE:HEI) was last updated on 8/2/2025 by MarketBeat.com Staff
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