HEI · Company research

HEICO Corporation (HEI): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableTechnology

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
NAVELLIER & ASSOCIATES INC872163Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2564913271———Aug 4, 2026SEC_13F_DATASET
Bath Savings Trust Co1384943Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4692216713147———Jul 9, 2026SEC_13F_DATASET
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1007280Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3023710770117———Aug 17, 2026SEC_13F_DATASET
BURKETT FINANCIAL SERVICES, LLC1762716Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9925533———Jul 2, 2026SEC_13F_DATASET
CX Institutional1737089Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)818291———Jul 2, 2026SEC_13F_DATASET
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1021223Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19569457———Aug 13, 2026SEC_13F_DATASET
Amova Asset Management Americas, Inc.1480751Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2897010317086———Aug 13, 2026SEC_13F_DATASET
DNB Asset Management AS1456670Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)249256428407———Aug 11, 2026SEC_13F_DATASET
Red Spruce Capital, LLC1795356Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1657590207———Jul 7, 2026SEC_13F_DATASET
ARK Investment Management LLC1697748Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5005217828022———Aug 14, 2026SEC_13F_DATASET
Strengthening Families & Communities, LLC1921196Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)246190———Aug 11, 2026SEC_13F_DATASET
Heritage Wealth Advisors1591122Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)30077267———Aug 14, 2026SEC_13F_DATASET
EQUITABLE TRUST CO33250Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2372844883———Jul 23, 2026SEC_13F_DATASET
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.2104543Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)40991460023———Jul 23, 2026SEC_13F_DATASET
GAMCO INVESTORS, INC. ET AL807249Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12230043562037———Aug 12, 2026SEC_13F_DATASET
BAYBAN2110649Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)330117543———Jul 30, 2026SEC_13F_DATASET
Azimuth Capital Investment Management LLC1942364Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4456115872183———Aug 12, 2026SEC_13F_DATASET
SBI Okasan Asset Management Co.Ltd.1535128Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36001261584———Jul 22, 2026SEC_13F_DATASET
STEPH & CO941519Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)584208015———Jul 16, 2026SEC_13F_DATASET
Harvest Fund Management Co., Ltd1694126Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)22580———Aug 20, 2026SEC_13F_DATASET
Life Cycle Investment Partners Ltd2072459Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)17634345480623———Aug 13, 2026SEC_13F_DATASET
Catalyst Funds Management Pty Ltd1896150Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)231005957721———Aug 10, 2026SEC_13F_DATASET
DANSKE BANK A/S800177Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15146139063307———Aug 10, 2026SEC_13F_DATASET
Liontrust Investment Partners LLP1544204Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8353729744184———Aug 18, 2026SEC_13F_DATASET
Livforsakringsbolaget Skandia, Omsesidigt1547926Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4014245———Aug 18, 2026SEC_13F_DATASET
ATLAS CAPITAL ADVISORS INC.1434165Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3662944466———Aug 13, 2026SEC_13F_DATASET
NEUBERGER BERMAN GROUP LLC1465109Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)17564262554347———Aug 13, 2026SEC_13F_DATASET
DEARBORN PARTNERS LLC1206792Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1348480144———Aug 17, 2026SEC_13F_DATASET
SOMERVILLE KURT F1215208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1474380159———Aug 11, 2026SEC_13F_DATASET
FIRST HORIZON CORP36966Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)113918———Jul 20, 2026SEC_13F_DATASET
Plato Investment Management Ltd1984475Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)48321238950———Aug 7, 2026SEC_13F_DATASET
First Command Advisory Services, Inc.1727336Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)26668604———Aug 10, 2026SEC_13F_DATASET
PRIVATE TRUST CO NA1277557Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)238192———Jul 28, 2026SEC_13F_DATASET
Motley Fool Asset Management LLC1512814Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)78842808202———Aug 6, 2026SEC_13F_DATASET
Sageworth Trust Co1482688Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3692952204———Jul 28, 2026SEC_13F_DATASET
GENEVA CAPITAL MANAGEMENT LLC1009232Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12678532699085———Aug 6, 2026SEC_13F_DATASET
Bank of New York Mellon Corp1390777Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9949935440549———Aug 6, 2026SEC_13F_DATASET
Florida Trust Wealth Management Co1651023Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)951338737———Jul 27, 2026SEC_13F_DATASET
Ironwood Investment Counsel, LLC1330463Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)34961245240———Aug 6, 2026SEC_13F_DATASET
Argent Trust Co1625292Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1403361848———Aug 6, 2026SEC_13F_DATASET
BOKF, NA9634Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36995169———Aug 10, 2026SEC_13F_DATASET
NorthCoast Asset Management LLC1665198Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50061783219———Aug 12, 2026SEC_13F_DATASET
CALDWELL SUTTER CAPITAL, INC.702007Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10025791———Aug 5, 2026SEC_13F_DATASET
Synergy Investment Management, LLC2053786Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)155328———Aug 14, 2026SEC_13F_DATASET
Arlington Trust Co LLC1997685Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15439718———Jul 7, 2026SEC_13F_DATASET
GW&K Investment Management, LLC1082917Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)540139———Aug 12, 2026SEC_13F_DATASET
MEYER HANDELMAN CO45319Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)56131999294———Aug 3, 2026SEC_13F_DATASET
Brooklyn FI, LLC1916123Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2489———Aug 4, 2026SEC_13F_DATASET
CONGRESS ASSET MANAGEMENT CO897378Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21075575068973———Jul 7, 2026SEC_13F_DATASET
AMALGAMATED BANK919192Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)33071178———Jul 23, 2026SEC_13F_DATASET
Cambridge Investment Research Advisors, Inc.1419186Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)40051427———Jul 27, 2026SEC_13F_DATASET
Ethic Inc.1780570Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1179419952———Jul 29, 2026SEC_13F_DATASET
PRAXIS INVESTMENT MANAGEMENT INC1056825Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)82182927———Aug 4, 2026SEC_13F_DATASET
Police & Firemen's Retirement System of New Jersey2040686Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)114682957712———Jul 23, 2026SEC_13F_DATASET
AMERIPRISE FINANCIAL INC820027Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12138831307179———Aug 14, 2026SEC_13F_DATASET
WENDELL DAVID ASSOCIATES INC878228Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)110993953———Jul 27, 2026SEC_13F_DATASET
Applied Finance Capital Management, LLC1966007Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1560555656———Jul 28, 2026SEC_13F_DATASET
LOOMIS SAYLES & CO L P312348Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1396497241———Aug 14, 2026SEC_13F_DATASET
AMERICAN NATIONAL BANK & TRUST1272164Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)41424———Jul 22, 2026SEC_13F_DATASET
Oslo Pensjonsforsikring AS1828808Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)365130009———Jul 31, 2026SEC_13F_DATASET
HUNTINGTON NATIONAL BANK49205Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4395711336949———Aug 13, 2026SEC_13F_DATASET
Sumitomo Mitsui Trust Group, Inc.1475365Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12313443859099———Jul 30, 2026SEC_13F_DATASET
MOODY LYNN LIEBERSON & WALKER, LLC938592Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)54131928056———Jul 20, 2026SEC_13F_DATASET
ABC ARBITRAGE SA2049221Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)133643446709———Jul 20, 2026SEC_13F_DATASET
ARGENT CAPITAL MANAGEMENT LLC1120926Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)106542747773———Jul 15, 2026SEC_13F_DATASET
BRADLEY FOSTER & SARGENT INC/CT1015086Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1422506502———Aug 14, 2026SEC_13F_DATASET
LOS ANGELES CAPITAL MANAGEMENT LLC1177206Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)18264827———Aug 13, 2026SEC_13F_DATASET
Fairbanks Capital Management, Inc.1681372Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)698248620———Jul 28, 2026SEC_13F_DATASET
BANK OF HAWAII315080Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)82292122344———Aug 14, 2026SEC_13F_DATASET
Dixon Mitchell Investment Counsel Inc.1993485Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21097175145760———Aug 13, 2026SEC_13F_DATASET
NBH Bank2148930Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11128628———Aug 14, 2026SEC_13F_DATASET
E. Ohman J:or Asset Management AB2009396Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1028366163———Jul 10, 2026SEC_13F_DATASET
NATIXIS ADVISORS, LLC1018331Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7701019861———Aug 14, 2026SEC_13F_DATASET
ITHAKA GROUP LLC1484043Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)244668714545———Aug 11, 2026SEC_13F_DATASET
TRUST POINT INC.1635633Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1135404274———Jul 8, 2026SEC_13F_DATASET
MetLife Investment Management, LLC1529735Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)41901080643———Aug 14, 2026SEC_13F_DATASET
ARISTEIA CAPITAL, L.L.C.1080171Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)783595202096986———Aug 14, 2026SEC_13F_DATASET
RICHARDSON FINANCIAL SERVICES INC.2012303Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)41032———Aug 10, 2026SEC_13F_DATASET
O'Connor Alternative Investments LLC2081629Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)236156090545———Aug 14, 2026SEC_13F_DATASET
NISA INVESTMENT ADVISORS, LLC937615Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)45231166527———Aug 10, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.