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Get Institutions for : 
Heico Corp (HEI)  
$211.36 1.32 (0.63%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 478    3
Total shares held : 
 37,471,238  
% of shares held : 
 69.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -88,630  
% of shares held change : 
   -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $161.02  
Last Quarter's Ending Price : 
 $178.87  
Last Quarter's Average Price : 
 $169.30  
Change from last quarter's     
avg. price to the last closing  : 
42.06 (24.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 196,465
 0.52%
 
Increased Positions :
165
 2,385,272
 6.37%
 
Unchanged Positions :
119
 709,712
 1.89%
 
Decreased Positions :
151
-2,171,628
-5.8%
 
Closed Positions :
46
-498,739
-1.33%
 
Guru Positions :
2
267,416
 0.71%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TELEMARK ASSET MANAGEMENT LLC 5 - 2023-12-31 140,000 $25,042,000 0
   KINGDON CAPITAL MANAGEMENT LLC 14 - 2023-12-31 90,000 $16,098,000 0
   MARSICO CAPITAL MANAGEMENT LLC 28 - 2023-12-31 81,096 $14,506,000 0
   PGGM INVESTMENTS 156 - 2023-12-31 39,221 $7,015,000 0
   Intrinsic Edge Capital Management LLC 48 - 2023-12-31 37,983 $6,794,000 0
   CANADA PENSION PLAN INVESTMENT BOARD 656 - 2023-12-31 27,210 $4,867,000 0
   Alpine Peaks Capital LP 21 - 2023-12-31 22,433 $4,013,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 780 - 2023-12-31 21,948 $3,926,000 0
   PFS Partners LLC 15 - 2024-03-31 10,483 $2,002,000 0
   Aurum Wealth Management Group LLC 76 - 2024-03-31 7,652 $1,462,000 0
   COLONY GROUP LLC 381 - 2023-09-30 8,846 $1,432,000 0
   UTAH RETIREMENT SYSTEMS 666 - 2023-12-31 7,790 $1,393,000 0
   Moors & Cabot Inc. 244 - 2023-12-31 6,861 $1,227,000 0
   IFM Investors Pty Ltd 582 - 2024-03-31 5,739 $1,096,000 0
   PANAGORA ASSET MANAGEMENT INC 839 - 2023-12-31 5,214 $933,000 0
   BNP Paribas Investment Partners S.A. 659 - 2023-12-31 5,068 $907,000 0
   Illinois Municipal Retirement Fund 1012 - 2023-12-31 4,527 $810,000 0
   CHICAGO TRUST Co NA 125 - 2024-03-31 3,928 $750,000 0
   Northeast Financial Consultants Inc 159 - 2023-12-31 4,100 $733,000 0
   Lagoda Investment Management L.P. 22 - 2023-12-31 4,053 $725,000 0
   Forum Financial Management LP 209 - 2023-12-31 4,033 $721,000 0
   Maryland State Retirement & Pension System 887 - 2024-03-31 3,565 $697,000 0
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 118 - 2024-03-31 3,500 $669,000 0
   WADE G W & INC 263 - 2023-12-31 3,671 $657,000 0
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 809 - 2024-03-31 3,409 $651,000 0
   IRONWOOD INVESTMENT COUNSEL LLC 148 - 2023-12-31 3,496 $625,000 0
   DIAMANT ASSET MANAGEMENT INC. 47 - 2024-03-31 3,206 $612,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 690 - 2023-12-31 3,212 $575,000 0
   Crescent Grove Advisors LLC 162 - 2023-12-31 3,000 $537,000 0
   Spouting Rock Asset Management LLC 82 - 2023-12-31 2,887 $516,000 0
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 101 - 2024-03-31 2,432 $465,000 0
   Qtron Investments LLC 352 - 2023-12-31 2,495 $446,000 0
   MANUFACTURERES LIFE INSURANCE CO 2211 - 2023-12-31 2,450 $438,000 0
   LJI Wealth Management LLC 100 - 2023-12-31 2,332 $417,000 0
   WENDELL DAVID ASSOCIATES INC 127 - 2024-03-31 2,115 $404,000 0
   GM Advisory Group Inc. 163 - 2023-12-31 1,983 $355,000 0
   Kuntz Lesher Capital LLC - 2023-12-31 1,926 $345,000 0
   PHOENIX INVESTMENT COUNSEL INC 126 - 2023-12-31 1,788 $320,000 0
   OSSIAM 563 - 2023-12-31 1,563 $280,000 0
   Symmetry Partner LLC 432 - 2024-03-31 1,449 $277,000 0
   FORTE CAPITAL LLC /ADV 195 - 2023-12-31 1,512 $270,000 0
   SYNOVUS FINANCIAL CORP 741 - 2023-12-31 1,500 $268,000 0
   Rehmann Capital Advisory Group 467 - 2023-12-31 1,469 $263,000 0
   KING LUTHER CAPITAL MANAGEMENT CORP 463 - 2023-12-31 1,415 $253,000 0
   FINEMARK NATIONAL BANK & TRUST 362 - 2023-12-31 1,396 $250,000 0
   Fidelis Capital Partners LLC 277 - 2023-12-31 1,391 $249,000 0
   CALAMOS WEALTH MANAGEMENT LLC 230 - 2023-12-31 1,360 $243,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 472 - 2023-12-31 1,350 $241,000 0
   Powell Investment Advisors LLC 102 - 2024-03-31 1,239 $237,000 0
   ARTHUR M. COHEN & ASSOCIATES LLC 120 - 2024-03-31 1,220 $233,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 80 - 2023-12-31 1,295 $232,000 0
   MONTAG A & ASSOCIATES INC 386 - 2023-12-31 1,238 $221,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 188 - 2023-06-30 1,236 $219,000 0
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 1,000 $179,000 0
   HighMark Wealth Management LLC - 2023-12-31 904 $162,000 0
   OSTERWEIS CAPITAL MANAGEMENT INC 111 - 2023-12-31 801 $143,000 0
   MACQUARIE GROUP LTD 1513 - 2023-12-31 769 $138,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 136 - 2023-12-31 700 $125,000 0
   SYSTM Wealth Solutions LLC 488 - 2024-03-31 481 $92,000 0
   HARBOR INVESTMENT ADVISORY LLC 461 - 2024-03-31 480 $92,000 0
   Park Place Capital Corp 348 - 2024-03-31 391 $75,000 0
   Cornerstone Planning Group LLC 160 - 2023-12-31 336 $60,000 0
   FIRST MANHATTAN CO 840 - 2023-12-31 314 $56,000 0
   Tortoise Investment Management LLC 346 - 2023-12-31 301 $54,000 0
   UniSuper Management Pty Ltd 726 - 2023-12-31 300 $54,000 0
   TFC Financial Management - 2023-12-31 264 $47,000 0
   Colonial Trust Co / SC 524 - 2023-12-31 239 $43,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 542 - 2023-12-31 195 $35,000 0
   Versant Capital Management Inc 422 - 2024-03-31 137 $26,000 0
   Truvestments Capital LLC 404 - 2023-12-31 145 $26,000 0
   Princeton Global Asset Management LLC - 2023-12-31 139 $25,000 0
   WEST OAK CAPITAL LLC 202 - 2024-03-31 110 $21,000 0
   Annapolis Financial Services LLC 222 - 2024-03-31 99 $19,000 0
   Steward Partners Investment Advisory LLC 2444 - 2023-12-31 103 $18,000 0
   UMB BANK N A/MO 1142 - 2024-03-31 89 $17,000 0
   Global Retirement Partners LLC 2013 - 2024-03-31 62 $12,000 0
   WHITTIER TRUST CO OF NEVADA INC 942 - 2023-12-31 56 $10,000 0
   PSI Advisors LLC 479 - 2024-03-31 50 $10,000 0
   Insight Financial Services 71 - 2024-03-31 50 $10,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1004 - 2023-12-31 50 $9,000 0
   Bogart Wealth LLC 661 - 2024-03-31 45 $9,000 0
   Red Tortoise LLC 255 - 2024-03-31 49 $9,000 0
   Tradition Wealth Management LLC 1022 - 2023-12-31 50 $9,000 0
   MORGAN DEMPSEY CAPITAL MANAGEMENT LLC - 2023-12-31 47 $8,000 0
   West Branch Capital LLC 291 - 2024-03-31 40 $8,000 0
   Cherry Tree Wealth Management LLC 379 - 2023-12-31 44 $8,000 0
   Orion Capital Management LLC 389 - 2023-12-31 40 $7,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1260 - 2023-12-31 29 $5,000 0
   Glassman Wealth Services 1260 - 2023-12-31 17 $3,000 0
   ZBN.A. 806 - 2023-12-31 17 $3,000 0
   Quent Capital LLC 1189 - 2023-12-31 9 $2,000 0
   Bruce G. Allen Investments LLC 678 - 2024-03-31 13 $2,000 0
   HWG Holdings LP 112 - 2023-12-31 11 $2,000 0
   SJS Investment Consulting Inc. 1158 - 2024-03-31 5 $1,000 0
   Investors Research Corp 996 - 2023-12-31 4 $1,000 0
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 224 - 2023-12-31 7 $1,000 0
   Compagnie Lombard Odier SCA 560 *Closed 2023-12-31 0 $0 0
   MV Capital Management Inc. 767 - 2024-03-31 1 $0 0
   Beacon Capital Management LLC 1016 - 2023-12-31 2 $0 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 3 $0 0
  100 Records found
  1    
  Page 1 of 1
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