Heico Corporation (HEI) Ownership

246.01 ↓1.20 (-0.49%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Wealthfront Advisers LLC is the biggest individual institutional holder of Heico Corporation (HEI), owning a total of 22.2 million shares. Combined, the top 39 institutional holders of HEI own 40.68% of the company with a total of 56.5 million shares.

In the latest ownership report on December 31st 2024, the top 39 institutional holders increased their combined ownership of HEI by 24.1 million shares. 13 institutions bought 24,571,979 total additional shares and increased their ownership by an average of 31,983.30%. However 8 institutions sold 477,067 total shares and decreased their ownership by an average of 4.62%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Heico Corporation increased by a net total of 24,094,912 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wealthfront Advisers LLC16.002%415,416.000%22,234,24822,228,8972024-12-31
Capital World Investors3.525%24.426%4,895,160960,9622024-12-31
BlackRock Inc3.167%-3.509%4,397,171-159,9022024-12-31
Vanguard Group Inc2.677%0.981%3,716,87836,1182024-12-31
State Street Corp1.074%0.989%1,491,34814,6032024-12-31
Lazard Asset Management LLC0.780%-14.247%1,083,177-179,9542024-12-31
AGF Management Ltd0.675%-2.875%937,685-27,7562024-12-31
Riverbridge Partners LLC0.624%-4.935%866,925-45,0052024-12-31
Morgan Stanley - Brokerage Accounts0.612%5.798%849,66746,5612024-12-31
UBS Group AG0.610%284.959%846,618626,6942024-12-31
Geode Capital Management, LLC0.496%0.429%688,5982,9382024-12-31
Nuveen Asset Management, LLC0.493%-1.202%684,064-8,3192024-12-31
Federated Hermes Inc0.357%-10.169%495,115-56,0462024-12-31
UBS Asset Mgmt Americas Inc0.356%-0.016%493,676-792024-12-31
Charles Schwab Investment Management Inc0.353%3.934%490,26918,5582024-12-31
Bain Capital Public Equity Management II, LLC0.335%0.000%464,806464,8062024-12-31
Eulav Asset Management0.327%12.805%453,69351,5002024-12-31
Amvescap Plc.0.324%11.325%450,48845,8282024-12-31
Fisher Asset Management, LLC0.299%19.672%415,54268,3092024-12-31
Bank of America Corp0.279%1.629%387,0186,2052024-12-31
TD Asset Management Inc0.278%-0.002%386,280-62024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wealthfront Advisers LLC16.002%415,416.000%22,234,24822,228,8972024-12-31
Capital World Investors3.525%24.426%4,895,160960,9622024-12-31
BlackRock Inc3.167%-3.509%4,397,171-159,9022024-12-31
Vanguard Group Inc2.677%0.981%3,716,87836,1182024-12-31
State Street Corporation1.112%0.432%1,542,1226,6332024-03-31
State Street Corp1.074%0.989%1,491,34814,6032024-12-31
Capital Research & Mgmt Co - Division 31.054%-30.788%1,463,721-651,1152024-09-30
Lazard Asset Management LLC0.780%-14.247%1,083,177-179,9542024-12-31
AGF Management Ltd0.675%-2.875%937,685-27,7562024-12-31
Riverbridge Partners LLC0.624%-4.935%866,925-45,0052024-12-31
Morgan Stanley - Brokerage Accounts0.612%5.798%849,66746,5612024-12-31
UBS Group AG0.610%284.959%846,618626,6942024-12-31
Geode Capital Management, LLC0.496%0.429%688,5982,9382024-12-31
Nuveen Asset Management, LLC0.493%-1.202%684,064-8,3192024-12-31
American Century Companies Inc0.458%-27.232%635,705-237,8952024-09-30
Citadel Advisors Llc0.418%28.214%577,665127,1172023-06-30
Baird Financial Group, Inc.0.396%-1.250%548,217-6,9402024-03-31
Select Equity Group LP0.366%0.000%501,111501,1112023-03-31
Federated Hermes Inc0.357%-10.169%495,115-56,0462024-12-31
UBS Asset Mgmt Americas Inc0.356%-0.016%493,676-792024-12-31
Charles Schwab Investment Management Inc0.353%3.934%490,26918,5582024-12-31
Bain Capital Public Equity Management II, LLC0.335%0.000%464,806464,8062024-12-31
Eulav Asset Management0.327%12.805%453,69351,5002024-12-31
Amvescap Plc.0.324%11.325%450,48845,8282024-12-31
Balyasny Asset Management LLC0.326%29.220%450,154101,7912023-06-30
Franklin Resources Inc0.321%-17.116%443,255-91,5322023-09-30
JPMorgan Chase & Co0.313%16.698%435,01462,2442024-09-30
Credit Suisse First Boston (CSFB)0.302%-13.326%419,048-64,4302024-03-31
Fisher Asset Management, LLC0.299%19.672%415,54268,3092024-12-31
Bank of America Corp0.279%1.629%387,0186,2052024-12-31
TD Asset Management Inc0.278%-0.002%386,280-62024-12-31
Goldman Sachs Group Inc0.268%-50.726%370,649-381,5632024-03-31
Fred Alger Management, LLC0.262%-25.729%364,050-126,1112024-09-30
Two Sigma Advisers, LLC0.262%3.745%362,87813,1002024-09-30
Bessemer Group Inc0.250%-25.278%345,974-117,0422023-06-30
Jennison Associates LLC0.243%0.229%331,9107572023-03-31
Two Sigma Investments LLC0.238%66.822%329,766132,0902024-03-31
Northern Trust Corp0.232%3.477%320,55610,7722023-09-30
Envestnet Asset Management Inc0.224%0.000%309,977309,9772023-12-31

Mutual Fund Ownership

Morningstar US Dividend Growth SMA is the biggest individual fund holder of Heico Corporation (HEI), owning a total of 2.8 million shares. Combined, the top 44 mutual fund holders of HEI own 23.05% of the company with a total of 31.9 million shares.

In the latest ownership report on March 31st 2025, the top 44 fund holders increased their combined ownership of HEI by 96 thousand shares. 7 funds bought 106,779 total additional shares and increased their ownership by an average of 3.15%. However 4 funds sold 11,223 total shares and decreased their ownership by an average of 0.46%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Heico Corporation increased by a net total of 95,556 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Growth Fund of Amer A1.282%-0.167%1,780,262-2,9752025-03-31
American Funds New Perspective A1.175%-0.139%1,630,976-2,2662025-03-31
Vanguard Mid Cap Index Institutional0.642%0.415%891,7523,6812025-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.579%2.159%804,21116,9992025-03-31
American Funds Washington Mutual A0.555%-0.200%770,068-1,5412025-03-31
Vanguard Total Stock Mkt Idx Inv0.501%1.799%695,25912,2842025-03-31
Vanguard Growth Index Investor0.365%11.472%506,50852,1252025-03-31
Value Line Mid Cap Focused0.321%1.829%445,2938,0002025-03-31
iShares US Aerospace & Defense ETF0.319%0.000%442,77002025-03-31
SPDR® S&P Aerospace & Defense ETF0.289%0.150%401,4486022025-03-31
Invesco Aerospace & Defense ETF0.234%-1.346%325,428-4,4412025-03-31
Vanguard Mid-Cap Growth ETF0.232%4.239%321,86113,0882025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Morningstar US Dividend Growth SMA2.039%0.000%2,819,1352,819,1352023-12-31
BlackRock Mid Cap Growth1.439%11,226.600%1,970,1501,952,7562022-06-30
Capital Group Growth Fnd of Amer Comp1.284%-5.544%1,783,237-104,6622024-12-31
American Funds Growth Fund of Amer A1.282%-0.167%1,780,262-2,9752025-03-31
Capital Group New Perspective Comp1.176%0.000%1,633,24202024-12-31
American Funds New Perspective A1.175%-0.139%1,630,976-2,2662025-03-31
Nissay Space Related Global Stock MF1.084%1,022.430%1,498,0001,364,5392023-04-25
BlackRock Mid-Cap Growth Equity Instl0.707%-3.753%981,241-38,2612025-02-28
Lazard U.S. Equity Select0.658%10,123.800%900,618891,8092022-12-31
Vanguard Mid Cap Index Institutional0.642%0.415%891,7523,6812025-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.579%2.159%804,21116,9992025-03-31
Capital Group Wash Mutual Invtrs Comp0.556%0.000%771,60902024-12-31
American Funds Washington Mutual A0.555%-0.200%770,068-1,5412025-03-31
Vanguard Windsorâ„¢ II Inv0.529%-9.916%734,846-80,8852024-12-31
Vanguard Total Stock Mkt Idx Inv0.501%1.799%695,25912,2842025-03-31
Vanguard US Total Market Shares ETF0.491%0.000%681,72102024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.474%0.000%654,55202023-03-31
American Funds American Balanced A0.461%0.000%639,44302024-06-30
Vanguard Extended Market Index Investor0.437%1.052%603,5406,2802023-08-31
Vanguard Growth Index Investor0.365%11.472%506,50852,1252025-03-31
Value Line Mid Cap Focused0.321%1.829%445,2938,0002025-03-31
iShares US Aerospace & Defense ETF0.319%0.000%442,77002025-03-31
TD U.S. Dividend Growth Fund-F0.307%8.173%426,10932,1932023-12-31
American Century Heritage Inv0.299%0.000%413,96202023-09-30
American Century US Opport. Mid Cap Gr0.299%0.000%413,96202023-09-30
Franklin Innovation Composite0.299%-17.283%413,583-86,4172023-09-30
Franklin DynaTech Fund A0.299%-17.283%413,583-86,4172023-09-30
Franklin DynaTech A0.299%-17.283%413,583-86,4172023-09-30
CREF Growth R30.293%0.000%406,52302025-02-28
CREF Growth R10.293%0.000%406,52302025-02-28
SPDR® S&P Aerospace & Defense ETF0.289%0.150%401,4486022025-03-31
AGF Global Select0.280%0.000%388,46502024-12-31
Federated Hermes Kaufmann Growth0.267%0.000%371,11602024-09-30
Federated Hermes Kaufmann R0.267%0.000%371,11602024-09-30
CS (Lux) Security Equity BH CHF0.267%-0.927%370,000-3,4612023-10-31
DF Dent Mid Cap Growth0.266%-0.637%368,588-2,3612024-03-31
TD North American Dividend - I0.257%-5.312%356,133-19,9772024-12-31
Bridge Builder Large Cap Growth0.250%-2.251%346,895-7,9892024-11-30
Capital Group PCS Global Equity Comp0.246%0.000%341,43202024-12-31
Capital Group Global Insight Composite0.246%0.000%341,43202024-12-31
American Funds Global Insight F-30.246%0.000%341,43202024-12-31
Baird Mid Cap Growth Institutional0.240%-1.394%331,305-4,6842023-12-31
Invesco Aerospace & Defense ETF0.234%-1.346%325,428-4,4412025-03-31
Vanguard Mid-Cap Growth ETF0.232%4.239%321,86113,0882025-03-31

Discussions

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145zip3/16/25 05:23am

$HEI when's the offering?

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HousewifeTrader1/22/25 01:43am

$HEI one of the poorest performed stocks for a big name.

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unknownable4/8/24 09:30am

$HEI The best investment you can make is an investment in yourself or another person

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ihatenewegg2/6/24 07:23pm

$HEI is anyone really buying this shit

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