HEICO Ownership 2024 | Who Owns HEICO Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

27.29%

Insider Ownership

22.79%

Retail Ownership

49.92%

Institutional Holders

511.00

HEICO Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.3.56%0.02%4,922,172-72,613-1.45%940,134,876Mar 31, 2024
VANGUARD GROUP INC2.62%0.01%3,618,813-1,914-0.05%691,193,283Mar 31, 2024
CAPITAL WORLD INVESTORS2.33%0.10%3,225,091-51,235-1.56%615,992,381Mar 31, 2024
CAPITAL INTERNATIONAL INVESTORS1.46%0.08%2,016,07674,7303.85%385,070,516Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC1.21%0.39%1,673,052-21,636-1.28%319,552,000Mar 31, 2024
STATE STREET CORP1.12%0.01%1,542,1226,6330.43%294,545,302Mar 31, 2024
RIVERBRIDGE PARTNERS LLC0.81%2.60%1,114,372-31,202-2.72%212,845,048Mar 31, 2024
MORGAN STANLEY0.62%0.01%863,353202,53330.65%164,900,996Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.50%0.08%696,092-73,870-9.59%132,953,572Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.49%0.01%680,78613,4832.02%129,824,652Mar 31, 2024
FEDERATED HERMES, INC.0.43%0.26%594,49227,3894.83%113,547,972Mar 31, 2024
AGF MANAGEMENT LTD0.42%0.62%587,320571,1123523.64%112,178,120Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.0.40%0.22%548,217-6,940-1.25%104,709,447Mar 31, 2024
FRED ALGER MANAGEMENT, LLC0.34%0.45%475,496-95,654-16.75%90,819,736Mar 31, 2024
CREDIT SUISSE AG/0.30%0.08%419,048-64,430-13.33%80,038,168Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.29%0.02%404,2516,8281.72%77,211,941Mar 31, 2024
GOLDMAN SACHS GROUP INC0.27%0.01%370,649-5,457-1.45%70,793,966Mar 31, 2024
INVESCO LTD.0.26%0.01%366,2466,3741.77%69,952,986Mar 31, 2024
TD ASSET MANAGEMENT INC0.25%0.06%344,798-593,552-63.25%65,856,418Mar 31, 2024
BANK OF AMERICA CORP /DE/0.24%0.01%335,327-13,213-3.79%64,047,423,000Mar 31, 2024

HEICO's largest institutional shareholder is BLACKROCK INC., holding 3.56% of the company's total share outstanding, currently valued at $940.13M. The top 10 institutional shareholders own together 14.72% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ZENO EQUITY PARTNERS LLP0.12%5.57%161,570161,428113681.69%24,872,085Mar 31, 2024
STONE RUN CAPITAL, LLC0.03%3.12%42,716--8,158,756Mar 31, 2024
CUTTER & CO BROKERAGE, INC.0.04%2.89%61,52013,47028.03%11,750,382Mar 31, 2024
TELEMARK ASSET MANAGEMENT, LLC0.10%2.76%140,000--26,740,000Mar 31, 2024
RIVERBRIDGE PARTNERS LLC0.81%2.60%1,114,372-31,202-2.72%212,845,048Mar 31, 2024
GLAXIS CAPITAL MANAGEMENT, LLC0.01%2.48%7,0007,000100.00%1,337,000Mar 31, 2024
ALPINE PEAKS CAPITAL, LP0.02%2.47%22,433--4,284,703Mar 31, 2024
MAR VISTA INVESTMENT PARTNERS LLC0.16%1.90%227,835-5,133-2.20%43,516,485Mar 31, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.0.07%1.88%90,000--17,190,000Mar 31, 2024
CARDEROCK CAPITAL MANAGEMENT INC0.02%1.76%32,9264,56416.09%6,288,866Mar 31, 2024
MINICHMACGREGOR WEALTH MANAGEMENT, LLC0.03%1.71%35,50835,508100.00%6,684,736Mar 31, 2024
DUNCKER STREETT & CO INC0.03%1.62%42,9019202.19%8,194,011Mar 31, 2024
PFS PARTNERS, LLC0.01%1.33%10,483--2,002,253Mar 31, 2024
HYMAN CHARLES D0.07%1.01%95,622-100-0.10%18,264,000Mar 31, 2024
DIVIDEND ASSETS CAPITAL, LLC0.02%0.98%24,4344,08620.08%4,667,000Mar 31, 2024
ADVISORSHARES INVESTMENTS LLC0.02%0.98%30,34911,22058.65%5,796,659Mar 31, 2024
BATH SAVINGS TRUST CO0.03%0.93%45,844-225-0.49%8,756,204Mar 31, 2024
IRONVINE CAPITAL PARTNERS, LLC0.03%0.91%43,615-221-0.50%8,330,465Mar 31, 2024
SAWGRASS ASSET MANAGEMENT LLC0.03%0.84%40,227-1,917-4.55%7,683,357Mar 31, 2024
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC0.07%0.76%96,8603,7524.03%18,500,260Mar 31, 2024

The largest HEICO shareholder by % of total assets is ZENO EQUITY PARTNERS LLP. The company owns 161.57K shares of HEICO (HEI), representing 5.57% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AGF MANAGEMENT LTD0.42%0.62%587,320571,1123523.64%112,178,120Mar 31, 2024
MORGAN STANLEY0.62%0.01%863,353202,53330.65%164,900,996Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.14%0.06%188,262180,3842289.72%35,958,042Mar 31, 2024
ZENO EQUITY PARTNERS LLP0.12%5.57%161,570161,428113681.69%24,872,085Mar 31, 2024
ENSIGN PEAK ADVISORS, INC0.11%0.05%153,850150,0503948.68%29,385,350Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.24%0.15%329,766132,09066.82%62,985,306Mar 31, 2024
TWO SIGMA ADVISERS, LP0.23%0.14%313,37887,80038.92%59,855,198Mar 31, 2024
JPMORGAN CHASE & CO0.13%0.00%179,61177,61276.09%34,305,724Mar 31, 2024
CAPITAL INTERNATIONAL INVESTORS1.46%0.08%2,016,07674,7303.85%385,070,516Mar 31, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC0.08%0.22%116,82872,932166.15%22,314,148Mar 31, 2024
UBS OCONNOR LLC0.04%0.75%55,22555,225100.00%10,547,975Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.03%0.05%44,78244,782100.00%8,553,362Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.08%0.03%112,98944,55165.10%21,580,899Mar 31, 2024
SCOPUS ASSET MANAGEMENT, L.P.0.03%0.17%44,00044,000100.00%8,404,000Mar 31, 2024
FIRST TRUST ADVISORS LP0.05%0.01%69,79043,949170.07%13,329,913Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.12%0.05%165,98640,17931.94%31,703,326Mar 31, 2024
JANUS HENDERSON GROUP PLC0.03%0.00%44,51739,048713.99%8,502,406Mar 31, 2024
BARCLAYS PLC0.24%0.02%334,72337,85012.75%63,932,000Mar 31, 2024
MINICHMACGREGOR WEALTH MANAGEMENT, LLC0.03%1.71%35,50835,508100.00%6,684,736Mar 31, 2024
VARMA MUTUAL PENSION INSURANCE CO0.03%0.08%47,80035,400285.48%9,129,800Mar 31, 2024

As of Mar 31 2024, HEICO's largest institutional buyer is AGF MANAGEMENT LTD. The company purchased 571.11K stocks of HEI, valued at $112.18M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TD ASSET MANAGEMENT INC0.25%0.06%344,798-593,552-63.25%65,856,418Mar 31, 2024
CITADEL ADVISORS LLC0.02%0.00%32,465-435,604-93.06%6,200,815Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.01%0.04%6,967-148,644-95.52%1,330,697Mar 31, 2024
FRANKLIN RESOURCES INC0.00%0.00%5,236-107,378-95.35%1,000,076Mar 31, 2024
FRED ALGER MANAGEMENT, LLC0.34%0.45%475,496-95,654-16.75%90,819,736Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.50%0.08%696,092-73,870-9.59%132,953,572Mar 31, 2024
BLACKROCK INC.3.56%0.02%4,922,172-72,613-1.45%940,134,876Mar 31, 2024
CREDIT SUISSE AG/0.30%0.08%419,048-64,430-13.33%80,038,168Mar 31, 2024
CAPITAL WORLD INVESTORS2.33%0.10%3,225,091-51,235-1.56%615,992,381Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.01%0.00%11,557-46,535-80.11%2,207,387Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.01%0.01%19,203-41,859-68.55%3,667,777Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.20%0.02%277,777-32,200-10.39%53,055,347Mar 31, 2024
RIVERBRIDGE PARTNERS LLC0.81%2.60%1,114,372-31,202-2.72%212,845,048Mar 31, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.03%0.01%46,921-27,204-36.70%8,961,911Mar 31, 2024
STIFEL FINANCIAL CORP0.08%0.02%109,210-26,649-19.62%20,859,255Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.00%0.00%2,253-24,957-91.72%430,323Mar 31, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.----24,600-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----24,523-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC----23,400-100.00%-Mar 31, 2024
JENNISON ASSOCIATES LLC0.19%0.03%262,149-22,703-7.97%50,070,383Mar 31, 2024

As of Mar 31 2024, HEICO's biggest institutional seller is TD ASSET MANAGEMENT INC. The company sold -0.59M shares of HEI, valued at $65.86M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS OCONNOR LLC0.04%0.75%55,22555,225100.00%10,547,975Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.03%0.05%44,78244,782100.00%8,553,362Mar 31, 2024
MINICHMACGREGOR WEALTH MANAGEMENT, LLC0.03%1.71%35,50835,508100.00%6,684,736Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%29,80029,800100.00%5,691,800Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.02%0.01%21,07421,074100.00%4,025,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%19,70019,700100.00%3,762,700Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.01%0.30%18,41418,414100.00%3,517,074Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.01%0.01%17,19217,192100.00%3,283,672Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%17,03817,038100.00%3,254,258Mar 31, 2024
QUANTBOT TECHNOLOGIES LP0.01%0.15%14,16714,167100.00%2,705,897Mar 31, 2024
MAN GROUP PLC0.01%0.01%11,28211,282100.00%2,154,862Mar 31, 2024
TORNO CAPITAL, LLC0.01%0.12%10,00010,000100.00%1,910,000Mar 31, 2024
0.01%0.05%8,8078,807100.00%1,682,137Mar 31, 2024
POINT72 HONG KONG LTD0.01%0.08%8,3558,355100.00%1,595,805Mar 31, 2024
SNIDER FINANCIAL GROUP0.01%0.64%8,0978,097100.00%1,546,527Mar 31, 2024
MAVEN SECURITIES LTD0.01%0.09%7,9007,900100.00%1,508,900Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD0.01%0.02%7,4147,414100.00%1,441,504Mar 31, 2024
GLAXIS CAPITAL MANAGEMENT, LLC0.01%2.48%7,0007,000100.00%1,337,000Mar 31, 2024
MORSE ASSET MANAGEMENT, INC0.00%0.29%5,9485,948100.00%1,136,000Mar 31, 2024
CALAMOS ADVISORS LLC0.00%0.00%5,4595,459100.00%1,042,669Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.00%0.13%5,4585,458100.00%1,027,523Mar 31, 2024
ELEMENT CAPITAL MANAGEMENT LLC0.00%0.67%5,2935,293100.00%1,010,963Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.02%5,2575,257100.00%988,421Mar 31, 2024
HUNTING HILL GLOBAL CAPITAL, LLC0.00%0.48%5,1025,102100.00%974,482Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.00%0.01%5,0845,084100.00%971,048Mar 31, 2024
HOLOCENE ADVISORS, LP0.00%0.00%4,2584,258100.00%813,278Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.00%0.15%3,7193,719100.00%710,329Mar 31, 2024
NAVELLIER & ASSOCIATES INC0.00%0.08%3,2533,253100.00%621,323Mar 31, 2024
GREENLAND CAPITAL MANAGEMENT LP0.00%0.07%3,2003,200100.00%611,200Mar 31, 2024
EQIS CAPITAL MANAGEMENT, INC.0.00%0.04%2,8422,842100.00%542,742Mar 31, 2024
0.00%0.00%2,2372,237100.00%380,427Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%2,1542,154100.00%411,414Mar 31, 2024
BELPOINTE ASSET MANAGEMENT LLC0.00%0.03%2,0562,056100.00%392,696Mar 31, 2024
FORTIS CAPITAL ADVISORS, LLC0.00%0.17%2,0562,056100.00%392,696Mar 31, 2024
EMPOWERED FUNDS, LLC0.00%0.01%2,0322,032100.00%388,112Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.00%0.02%1,6081,608100.00%307,128Mar 31, 2024
COLDSTREAM CAPITAL MANAGEMENT INC0.00%0.01%1,5941,594100.00%304,454Mar 31, 2024
PRUDENTIAL PLC0.00%0.00%1,4401,440100.00%275,040Mar 31, 2024
MERCER GLOBAL ADVISORS INC /ADV0.00%0.00%1,2251,225100.00%234,000Mar 31, 2024
EMERALD ADVISERS, LLC0.00%0.01%1,2081,208100.00%230,728Mar 31, 2024
DRW SECURITIES, LLC0.00%0.01%1,2001,200100.00%229,200Mar 31, 2024
POLYMER CAPITAL MANAGEMENT (HK) LTD0.00%0.06%1,1801,180100.00%225,380Mar 31, 2024
QRG CAPITAL MANAGEMENT, INC.0.00%0.00%1,1761,176100.00%224,616Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.50%1,1001,100100.00%210,100,000Mar 31, 2024
FIRESTONE CAPITAL MANAGEMENT0.00%0.06%1,0661,066100.00%203,606Mar 31, 2024
WALLEYE CAPITAL LLC0.00%0.00%891891100.00%170,181Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.01%196196100.00%37,436Mar 31, 2024
QUARRY LP0.00%0.00%103103100.00%19,673Mar 31, 2024
MOORS & CABOT, INC.0.00%0.00%100100100.00%2,060Mar 31, 2024
PITTENGER & ANDERSON INC-0.00%5555100.00%10,505Mar 31, 2024
-0.00%2929100.00%6,087Mar 31, 2024
CONTINUUM ADVISORY, LLC-0.00%2626100.00%5,534,000Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.-0.00%2020100.00%3,680,000Mar 31, 2024
MATHER GROUP, LLC.--1111100.00%1,968,000Mar 31, 2024
CREWE ADVISORS LLC-0.00%44100.00%764Mar 31, 2024
LIFESTEPS FINANCIAL, INC.-0.00%22100.00%382Mar 31, 2024

HEICO's largest new institutional shareholder by number of shares is UBS OCONNOR LLC, purchased 55.23K shares, valued at $10.55M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
POLAR ASSET MANAGEMENT PARTNERS INC.----24,600-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----24,523-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC----23,400-100.00%-Mar 31, 2024
EDGESTREAM PARTNERS, L.P.----15,472-100.00%-Mar 31, 2024
MARSHALL WACE, LLP----11,299-100.00%-Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.----10,000-100.00%-Mar 31, 2024
CETERA INVESTMENT ADVISERS----9,451-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----9,301-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----6,503-100.00%-Mar 31, 2024
NOMURA HOLDINGS INC----5,016-100.00%-Mar 31, 2024
SCIENCAST MANAGEMENT LP----4,362-100.00%-Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----4,058-100.00%-Mar 31, 2024
NUMERAI GP LLC----3,659-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----3,400-100.00%-Mar 31, 2024
PETRUS TRUST COMPANY, LTA----3,313-100.00%-Mar 31, 2024
CARLSON CAPITAL MANAGEMENT----2,612-100.00%-Mar 31, 2024
ETHIC INC.----2,335-100.00%-Mar 31, 2024
CAPULA MANAGEMENT LTD----2,295-100.00%-Mar 31, 2024
NATIONAL WEALTH MANAGEMENT GROUP, LLC----2,197-100.00%-Mar 31, 2024
KPP ADVISORY SERVICES LLC----1,900-100.00%-Mar 31, 2024
RESOURCES INVESTMENT ADVISORS, LLC.----1,766-100.00%-Mar 31, 2024
MQS MANAGEMENT LLC----1,610-100.00%-Mar 31, 2024
OSSIAM----1,563-100.00%-Mar 31, 2024
VERSOR INVESTMENTS LP----1,539-100.00%-Mar 31, 2024
SEQUOIA FINANCIAL ADVISORS, LLC----1,129-100.00%-Mar 31, 2024
WCM INVESTMENT MANAGEMENT, LLC----883-100.00%-Mar 31, 2024
CENTER FOR FINANCIAL PLANNING, INC.----700-100.00%-Mar 31, 2024
PSAGOT VALUE HOLDINGS LTD. / (ISRAEL)----391-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----153-100.00%-Mar 31, 2024
PRINCETON GLOBAL ASSET MANAGEMENT LLC----139-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----50-100.00%-Mar 31, 2024
WEST TOWER GROUP, LLC----47-100.00%-Mar 31, 2024
VITALSTONE FINANCIAL, LLC----39-100.00%-Mar 31, 2024
BOKF, NA----36-100.00%-Mar 31, 2024
BKM WEALTH MANAGEMENT, LLC----24-100.00%-Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP----17-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----17-100.00%-Mar 31, 2024
TSFG, LLC----12-100.00%-Mar 31, 2024

HEICO's largest sold out institutional shareholder by shares sold is POLAR ASSET MANAGEMENT PARTNERS INC., sold -24.60K shares, valued at -, as of undefined.

HEICO Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Transparent Value Trust3.15%50,664--Dec 31, 2023
Eaton Vance Tax-Managed Diversified Equity Income Fund0.77%88,278--Jan 31, 2024
Eaton Vance Enhanced Equity Income Fund II0.52%46,486-2,723-5.53%Dec 31, 2023
EATON VANCE GROWTH TRUST0.48%1,289,031--Feb 29, 2024
Value Line Mid Cap Focused Fund, Inc.0.46%285,29351,70022.13%Dec 31, 2023
Stock Portfolio0.44%26,800-1,700-5.96%Dec 31, 2023
ALGER INSTITUTIONAL FUNDS0.44%115,596-12,159-9.52%Jan 31, 2024
GABELLI CAPITAL SERIES FUNDS INC0.34%10,300-200-1.90%Dec 29, 2023
MARSICO INVESTMENT FUND0.31%81,096--Dec 31, 2023
Value Line Select Growth Fund, Inc.0.24%31,602--Dec 31, 2023
ALGER FUNDS0.24%230,425-9,026-3.77%Jan 31, 2024
ALGER PORTFOLIOS0.22%82,466-25,106-23.34%Dec 31, 2023
Eaton Vance Risk-Managed Diversified Equity Income Fund0.21%26,495--Dec 31, 2023
BlackRock Innovation & Growth Trust0.19%222,346-28,754-11.45%Dec 31, 2023
PIONEER SERIES TRUST II0.19%34,259--Feb 29, 2024
Eaton Vance Enhanced Equity Income Fund0.18%30,238--Dec 31, 2023
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.0.12%251,038-23,232-8.47%Feb 29, 2024
RIVERPARK FUNDS TRUST0.12%986,192--Dec 31, 2023
American Funds Global Insight Fund0.12%248,01672,50541.31%Jan 31, 2024
AMG Funds I0.10%152,565--Jan 31, 2024
Alger ETF Trust0.09%6646811.41%Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.09%1,676,000--Jan 31, 2024
ALGER FUNDS II0.09%19,887-4,909-19.80%Jan 31, 2024
GROWTH FUND OF AMERICA0.08%2,019,036--Feb 29, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.08%43,300--Dec 31, 2023
VALUE LINE CENTURION FUND INC0.07%22,333-13,700-38.02%Mar 31, 2022
Capital Group U.S. Equity Fund0.07%2,400--Jan 31, 2024
Gabelli ETFs Trust0.07%900--Dec 29, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.07%160,314--Dec 31, 2023
BNY Mellon Investment Funds VI0.05%71,00071,000-Feb 29, 2024
LORD ABBETT SECURITIES TRUST0.05%234,463--Jan 31, 2024
ALLSPRING VARIABLE TRUST0.05%25,000--Dec 31, 2023
MASTER ADVANTAGE SMID CAP LLC0.04%5,562--Dec 31, 2020
AMG FUNDS III0.04%7,281--Feb 29, 2024
Manager Directed Portfolios0.04%7,163--Jan 31, 2024
Federated Hermes MDT Series0.04%92,616--Jan 31, 2024
Collaborative Investment Series Trust0.04%6,454--Dec 31, 2023
WASHINGTON MUTUAL INVESTORS FUND0.04%772,410--Jan 31, 2024
NEW PERSPECTIVE FUND0.03%1,002,700175,00021.14%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.03%15,831--Dec 31, 2023
Copeland Trust0.03%1,753--Feb 29, 2024
VANGUARD WINDSOR FUNDS0.03%1,125,570--Jan 31, 2024
VALUE LINE FUNDS VARIABLE TRUST0.03%23,000-13,800-37.50%Mar 31, 2022
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.03%46,4007001.53%Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.03%25,42211,23179.14%Mar 31, 2022
TOCQUEVILLE TRUST0.03%3,843--Jan 31, 2024
NEEDHAM FUNDS INC0.03%35,100--Dec 31, 2023
ROYCE VALUE TRUST, INC.0.03%31,030--Dec 31, 2023
Gateway Trust0.03%41,278--Dec 31, 2023
GABELLI ASSET FUND0.03%9,000--Dec 29, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.02%1,527--Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%222,416-191,546-46.27%Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.02%1,800--Feb 29, 2024
LORD ABBETT RESEARCH FUND INC0.02%18,482--Feb 29, 2024
SCHRODER GLOBAL SERIES TRUST0.02%39-3,341-98.85%Jan 31, 2021
VALUE LINE ASSET ALLOCATION FUND INC0.02%67,893--Dec 31, 2023
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.02%292,760--Dec 31, 2023
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.02%315,105--Jan 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.02%16,385--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%57,71840,732239.80%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%142,000--Feb 29, 2024
RMB INVESTORS TRUST0.01%7,070--Dec 31, 2023
Nuveen S&P 500 BuyWrite Income Fund0.01%9,566--Dec 31, 2023
ROYCE FUND0.01%76,071-4,003-5.00%Dec 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.01%46--Jan 31, 2024
BARON SELECT FUNDS0.01%125,625--Dec 31, 2023
Engine No. 1 ETF Trust0.01%609193.22%Jan 31, 2024
AMERICAN CENTURY WORLD MUTUAL FUNDS INC0.01%93,130--Feb 29, 2024
VANGUARD INDEX FUNDS0.01%3,837,601888,27830.12%Dec 31, 2023
FIDELITY ADVISOR SERIES VII0.01%63,100--Jan 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.01%2,173--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.01%17,919-15,698-46.70%Dec 31, 2023
GABELLI DIVIDEND & INCOME TRUST0.01%12,000-1,500-11.11%Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.01%18,500--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.01%11,036-244-2.16%Dec 31, 2023
AdvisorShares Trust0.01%19,1291,98211.56%Dec 29, 2023
GraniteShares ETF Trust0.01%346--Dec 31, 2023
FIRST TRUST VARIABLE INSURANCE TRUST0.01%32,353--Dec 29, 2023
Voya Infrastructure, Industrials & Materials Fund0.01%1,567--Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST I0.01%117,388--Dec 31, 2023
VANGUARD HORIZON FUNDS0.01%123,265--Dec 31, 2023
CALVERT VARIABLE SERIES INC0.01%11,300--Dec 31, 2023
Advisers Investment Trust0.01%150,000--Dec 29, 2023
FRANKLIN FUND ALLOCATOR SERIES0.01%7,058--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,082--Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.00%584584-Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.00%227,237-287-0.13%Jan 31, 2024
THRIVENT MUTUAL FUNDS0.00%342,433--Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%8,158--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%300,96930,43311.25%Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.00%3,615--Dec 29, 2023
DEUTSCHE DWS INSTITUTIONAL FUNDS0.00%1,000--Dec 31, 2023
Brown Advisory Funds0.00%119,661--Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%26,900--Dec 31, 2023
Virtus ETF Trust II0.00%3,741-253-6.33%Jan 31, 2024
AMG Funds II0.00%1,896--Dec 29, 2023
THRIVENT SERIES FUND INC0.00%288,632--Dec 29, 2023
John Hancock Exchange-Traded Fund Trust0.00%14,7452281.57%Jan 31, 2024
Fidelity Commonwealth Trust II0.00%15,420--Aug 31, 2023
Ark ETF Trust0.00%18,213-1,040-5.40%Jan 31, 2024

HEICO's largest mutual fund holder by % of total assets is "Transparent Value Trust", owning 50.66K shares, compromising 3.15% of its total assets.

HEICO Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 245112.82%
31 Dec, 234976.88%
30 Sep, 23465-1.90%
30 Jun, 234743.95%
31 Mar, 234561.79%
31 Dec, 224482.75%
30 Sep, 224365.83%
30 Jun, 22412-4.19%
31 Mar, 224304.62%
31 Dec, 214112.49%
30 Sep, 21401-6.31%
30 Jun, 21428-0.70%
31 Mar, 214312.38%
31 Dec, 204215.51%
30 Sep, 203990.76%
30 Jun, 20396-1.25%
31 Mar, 20401-12.64%
31 Dec, 194594.32%
30 Sep, 194408.64%
30 Jun, 1940519.12%
31 Mar, 193404.62%
31 Dec, 18325-1.81%
30 Sep, 1833114.53%
30 Jun, 182897.84%
31 Mar, 182682.29%
31 Dec, 1726211.97%
30 Sep, 1723411.96%
30 Jun, 172090.48%
31 Mar, 172082.97%
31 Dec, 162025.76%
30 Sep, 16191-1.55%
30 Jun, 161948.38%
31 Mar, 161792.29%
31 Dec, 1517510.06%
30 Sep, 15159-2.45%
30 Jun, 151637.24%
31 Mar, 151524.11%
31 Dec, 141462.10%
30 Sep, 14143-0.69%
30 Jun, 14144-2.04%
31 Mar, 141470.68%
31 Dec, 131460.69%
30 Sep, 1314520.83%
30 Jun, 13120114.29%
31 Mar, 1356-5.08%
31 Dec, 12593.51%
30 Sep, 125716.33%
30 Jun, 1249-5.77%
31 Mar, 1252-11.86%
31 Dec, 115920.41%
30 Sep, 1149-2.00%
30 Jun, 115028.21%
31 Mar, 11392.63%
31 Dec, 103822.58%
30 Sep, 1031-3.13%
30 Jun, 103214.29%
31 Mar, 102812.00%
31 Dec, 092519.05%
30 Sep, 0921-19.23%
30 Jun, 092623.81%
31 Mar, 0921-4.55%
31 Dec, 0822-12.00%
30 Sep, 0825-
30 Jun, 0825-10.71%
31 Mar, 0828-6.67%
31 Dec, 073025.00%
30 Sep, 0724-
30 Jun, 072414.29%
31 Mar, 0721-19.23%
31 Dec, 062618.18%
30 Sep, 062215.79%
30 Jun, 0619-5.00%
31 Mar, 062081.82%
31 Dec, 0511-15.38%
30 Sep, 0513-13.33%
30 Jun, 051515.38%
31 Mar, 051330.00%
31 Dec, 041042.86%
30 Sep, 047-12.50%
30 Jun, 048-20.00%
31 Mar, 041011.11%
31 Dec, 039-
30 Sep, 03928.57%
30 Jun, 037-
31 Mar, 03740.00%
31 Dec, 02525.00%
30 Sep, 024-
30 Jun, 024-20.00%
31 Mar, 02566.67%
31 Dec, 013-25.00%
30 Sep, 014-20.00%
30 Jun, 015-
31 Mar, 01566.67%
31 Dec, 003-
30 Sep, 003-25.00%
30 Jun, 00433.33%
31 Mar, 003-25.00%
31 Dec, 99433.33%
30 Sep, 993-50.00%
30 Jun, 99620.00%
31 Mar, 995-

As of 31 Mar 24, 511 institutions are holding HEICO's shares, representing an increase of 2.82% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2437,731,0140.54%
31 Dec, 2337,528,268-0.61%
30 Sep, 2337,757,092-0.98%
30 Jun, 2338,132,505-0.03%
31 Mar, 2338,142,8590.85%
31 Dec, 2237,821,4442.11%
30 Sep, 2237,041,3970.41%
30 Jun, 2236,891,024-2.36%
31 Mar, 2237,782,5124.94%
31 Dec, 2136,003,7412.65%
30 Sep, 2135,074,3871.81%
30 Jun, 2134,449,2190.36%
31 Mar, 2134,325,678-0.68%
31 Dec, 2034,562,200-2.90%
30 Sep, 2035,595,596-2.81%
30 Jun, 2036,623,3782.58%
31 Mar, 2035,700,6641.19%
31 Dec, 1935,279,4470.01%
30 Sep, 1935,276,0691.98%
30 Jun, 1934,590,4422.75%
31 Mar, 1933,663,853-2.87%
31 Dec, 1834,657,875-1.97%
30 Sep, 1835,354,513-2.88%
30 Jun, 1836,403,14320.13%
31 Mar, 1830,302,73429.27%
31 Dec, 1723,441,0400.48%
30 Sep, 1723,328,7271.82%
30 Jun, 1722,911,06524.71%
31 Mar, 1718,371,9351.98%
31 Dec, 1618,014,583-0.04%
30 Sep, 1618,022,606-4.97%
30 Jun, 1618,965,321-2.76%
31 Mar, 1619,503,21513.31%
31 Dec, 1517,212,113-32.89%
30 Sep, 1525,646,55742.00%
30 Jun, 1518,060,824-5.36%
31 Mar, 1519,084,5241.34%
31 Dec, 1418,831,8371.39%
30 Sep, 1418,573,9310.07%
30 Jun, 1418,561,060-0.93%
31 Mar, 1418,735,6555.21%
31 Dec, 1317,807,19722.66%
30 Sep, 1314,517,7326.17%
30 Jun, 1313,674,223145.28%
31 Mar, 135,574,907-23.66%
31 Dec, 127,302,84036.15%
30 Sep, 125,363,868-16.78%
30 Jun, 126,445,38717.93%
31 Mar, 125,465,578-10.28%
31 Dec, 116,092,0161.83%
30 Sep, 115,982,820-15.56%
30 Jun, 117,084,95749.33%
31 Mar, 114,744,54233.67%
31 Dec, 103,549,3413.24%
30 Sep, 103,437,8157.19%
30 Jun, 103,207,35342.60%
31 Mar, 102,249,17522.99%
31 Dec, 091,828,789-12.28%
30 Sep, 092,084,690-8.88%
30 Jun, 092,287,80028.22%
31 Mar, 091,784,301-15.79%
31 Dec, 082,118,92040.22%
30 Sep, 081,511,121-38.11%
30 Jun, 082,441,63519.49%
31 Mar, 082,043,439-98.40%
31 Dec, 07127,619,8958237.62%
30 Sep, 071,530,6523.70%
30 Jun, 071,476,00657.72%
31 Mar, 07935,848-34.58%
31 Dec, 061,430,4986.13%
30 Sep, 061,347,88942.95%
30 Jun, 06942,923-15.65%
31 Mar, 061,117,911125.54%
31 Dec, 05495,654-28.58%
30 Sep, 05694,0375.63%
30 Jun, 05657,042-3.36%
31 Mar, 05679,8584.13%
31 Dec, 04652,88428.45%
30 Sep, 04508,2647.34%
30 Jun, 04473,51236.47%
31 Mar, 04346,961-2.42%
31 Dec, 03355,564-26.50%
30 Sep, 03483,77622.26%
30 Jun, 03395,695-27.37%
31 Mar, 03544,77919.49%
31 Dec, 02455,93740.51%
30 Sep, 02324,4775.21%
30 Jun, 02308,414108.82%
31 Mar, 02147,69115.85%
31 Dec, 01127,48718.00%
30 Sep, 01108,040-55.85%
30 Jun, 01244,736161.48%
31 Mar, 0193,597-16.11%
31 Dec, 00111,570-13.09%
30 Sep, 00128,380-8.97%
30 Jun, 00141,0252.35%
31 Mar, 00137,791-52.51%
31 Dec, 99290,16532.12%
30 Sep, 99219,621-20.27%
30 Jun, 99275,467-24.95%
31 Mar, 99367,037-

HEICO (HEI) has 37.73M shares outstanding as of 31 Mar 24, up 0.54% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2427.29%3.79%
31 Dec, 2326.85%3.54%
30 Sep, 2327.56%3.55%
30 Jun, 2327.85%3.57%
31 Mar, 2327.91%3.64%
31 Dec, 2227.68%3.73%
30 Sep, 2227.23%3.70%
30 Jun, 2227.13%3.51%
31 Mar, 2227.80%3.93%
31 Dec, 2126.58%3.96%
30 Sep, 2125.92%4.00%
30 Jun, 2125.46%3.95%
31 Mar, 2125.39%3.87%
31 Dec, 2025.60%3.67%
30 Sep, 2026.42%3.57%
30 Jun, 2027.20%3.86%
31 Mar, 2026.54%3.85%
31 Dec, 1926.26%3.77%
30 Sep, 1926.40%3.92%
30 Jun, 1925.95%4.05%
31 Mar, 1925.32%3.73%
31 Dec, 1826.07%3.62%
30 Sep, 1826.84%3.55%
30 Jun, 1827.49%5.22%
31 Mar, 1822.95%7.27%
31 Dec, 1717.76%5.60%
30 Sep, 1717.82%5.88%
30 Jun, 1717.41%8.92%
31 Mar, 1713.97%7.43%
31 Dec, 1613.71%7.17%
30 Sep, 1613.83%6.57%
30 Jun, 1614.51%6.51%
31 Mar, 1614.93%8.59%
31 Dec, 1513.18%3.38%
30 Sep, 1519.76%10.28%
30 Jun, 1513.86%6.44%
31 Mar, 1514.67%7.00%
31 Dec, 1414.48%7.04%
30 Sep, 1414.34%7.01%
30 Jun, 1414.30%6.85%
31 Mar, 1414.45%7.66%
31 Dec, 1313.74%10.79%
30 Sep, 1311.29%10.12%
30 Jun, 1310.56%56.79%
31 Mar, 134.31%13.44%
31 Dec, 125.67%31.79%
30 Sep, 124.22%16.79%
30 Jun, 125.01%27.69%
31 Mar, 124.26%18.67%
31 Dec, 114.77%20.92%
30 Sep, 114.78%15.36%
30 Jun, 115.58%39.47%
31 Mar, 113.76%47.54%
31 Dec, 102.81%37.15%
30 Sep, 102.75%41.82%
30 Jun, 102.57%78.82%
31 Mar, 101.80%83.85%
31 Dec, 091.47%53.12%
30 Sep, 091.66%49.64%
30 Jun, 091.83%91.14%
31 Mar, 091.42%50.05%
31 Dec, 081.68%110.79%
30 Sep, 081.23%32.45%
30 Jun, 081.95%72.75%
31 Mar, 081.64%0.02%
31 Dec, 07102.21%6241.56%
30 Sep, 071.28%87.35%
30 Jun, 071.21%204.04%
31 Mar, 070.77%55.57%
31 Dec, 061.18%88.15%
30 Sep, 061.16%185.12%
30 Jun, 060.79%87.52%
31 Mar, 060.95%535.34%
31 Dec, 050.42%114.90%
30 Sep, 050.61%190.61%
30 Jun, 050.56%164.08%
31 Mar, 050.59%185.02%
31 Dec, 040.56%323.65%
30 Sep, 040.42%244.59%
30 Jun, 040.41%439.82%
31 Mar, 040.31%310.76%
31 Dec, 030.31%161.45%
30 Sep, 030.44%342.38%
30 Jun, 030.36%146.55%
31 Mar, 030.49%288.48%
31 Dec, 020.41%429.63%
30 Sep, 020.31%391.79%
30 Jun, 020.28%1542.26%
31 Mar, 020.14%993.57%
31 Dec, 010.12%1003.99%
30 Sep, 010.11%185.04%
30 Jun, 010.24%2809.82%
31 Mar, 010.09%759.87%
31 Dec, 000.11%490.14%
30 Sep, 000.15%625.10%
30 Jun, 000.15%674.27%
31 Mar, 000.15%148.78%
31 Dec, 990.32%344.27%
30 Sep, 990.30%373.05%
30 Jun, 990.29%129.51%
31 Mar, 990.47%-

As of 31 Mar 24, HEICO is held by 27.29% institutional shareholders, representing a 3.79% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24229-0.87%
31 Dec, 2323120.94%
30 Sep, 231917.30%
30 Jun, 23178-2.73%
31 Mar, 23183-11.59%
31 Dec, 2220711.29%
30 Sep, 221868.77%
30 Jun, 22171-16.18%
31 Mar, 222049.09%
31 Dec, 211876.86%
30 Sep, 21175-11.62%
30 Jun, 21198-1.49%
31 Mar, 212016.35%
31 Dec, 2018915.24%
30 Sep, 20164-5.75%
30 Jun, 20174-11.22%
31 Mar, 20196-12.50%
31 Dec, 192243.70%
30 Sep, 19216-4.85%
30 Jun, 1922737.58%
31 Mar, 191655.10%
31 Dec, 18157-4.27%
30 Sep, 18164-34.14%
30 Jun, 182497.33%
31 Mar, 1823281.25%
31 Dec, 171285.79%
30 Sep, 17121-37.95%
30 Jun, 17195124.14%
31 Mar, 1787-13.00%
31 Dec, 16100-1.96%
30 Sep, 1610214.61%
30 Jun, 1689-15.24%
31 Mar, 1610523.53%
31 Dec, 15858.97%
30 Sep, 1578-4.88%
30 Jun, 1582-2.38%
31 Mar, 158440.00%
31 Dec, 1460-10.45%
30 Sep, 146724.07%
30 Jun, 1454-25.00%
31 Mar, 1472-41.46%
31 Dec, 1312351.85%
30 Sep, 1381-6.90%
30 Jun, 1387210.71%
31 Mar, 1328-24.32%
31 Dec, 12378.82%
30 Sep, 1234-24.44%
30 Jun, 1245125.00%
31 Mar, 1220-42.86%
31 Dec, 113545.83%
30 Sep, 1124-41.46%
30 Jun, 114186.36%
31 Mar, 1122-
31 Dec, 102237.50%
30 Sep, 1016-46.67%
30 Jun, 103066.67%
31 Mar, 101850.00%
31 Dec, 091233.33%
30 Sep, 099-50.00%
30 Jun, 091863.64%
31 Mar, 0911-26.67%
31 Dec, 0815-11.76%
30 Sep, 081713.33%
30 Jun, 08157.14%
31 Mar, 0814-36.36%
31 Dec, 0722120.00%
30 Sep, 0710-37.50%
30 Jun, 0716100.00%
31 Mar, 078-50.00%
31 Dec, 061623.08%
30 Sep, 061318.18%
30 Jun, 0611-21.43%
31 Mar, 0614100.00%
31 Dec, 05740.00%
30 Sep, 055-50.00%
30 Jun, 051011.11%
31 Mar, 05912.50%
31 Dec, 04860.00%
30 Sep, 045-28.57%
30 Jun, 04740.00%
31 Mar, 045150.00%
31 Dec, 032-33.33%
30 Sep, 033-40.00%
30 Jun, 03566.67%
31 Mar, 033-40.00%
31 Dec, 02566.67%
30 Sep, 023-
30 Jun, 023-40.00%
31 Mar, 02566.67%
31 Dec, 013-
30 Sep, 01350.00%
30 Jun, 012-33.33%
31 Mar, 013200.00%
31 Dec, 001-
30 Sep, 001-66.67%
30 Jun, 003200.00%
31 Mar, 001-66.67%
31 Dec, 993200.00%
30 Sep, 991-50.00%
30 Jun, 992-60.00%
31 Mar, 995-

229 institutional shareholders have increased their position in HEI stock as of 31 Mar 24 compared to 231 in the previous quarter (a -0.87% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 241667.10%
31 Dec, 23155-7.74%
30 Sep, 23168-6.15%
30 Jun, 231799.15%
31 Mar, 2316410.07%
31 Dec, 22149-5.10%
30 Sep, 221573.29%
30 Jun, 2215215.15%
31 Mar, 22132-0.75%
31 Dec, 211338.13%
30 Sep, 21123-3.15%
30 Jun, 21127-6.62%
31 Mar, 21136-3.55%
31 Dec, 20141-4.73%
30 Sep, 201481.37%
30 Jun, 201465.80%
31 Mar, 20138-5.48%
31 Dec, 191464.29%
30 Sep, 1914012.00%
30 Jun, 191255.93%
31 Mar, 191188.26%
31 Dec, 18109-8.40%
30 Sep, 18119250.00%
30 Jun, 18346.25%
31 Mar, 1832-61.45%
31 Dec, 178316.90%
30 Sep, 1771610.00%
30 Jun, 1710-87.80%
31 Mar, 178220.59%
31 Dec, 16686.25%
30 Sep, 16644.92%
30 Jun, 166119.61%
31 Mar, 1651-17.74%
31 Dec, 15626.90%
30 Sep, 155811.54%
30 Jun, 155210.64%
31 Mar, 1547-25.40%
31 Dec, 146334.04%
30 Sep, 1447-22.95%
30 Jun, 146117.31%
31 Mar, 1452136.36%
31 Dec, 1322-54.17%
30 Sep, 1348118.18%
30 Jun, 132237.50%
31 Mar, 13166.67%
31 Dec, 121515.38%
30 Sep, 1213225.00%
30 Jun, 124-81.82%
31 Mar, 122222.22%
31 Dec, 111828.57%
30 Sep, 111455.56%
30 Jun, 119-
31 Mar, 119-18.18%
31 Dec, 101110.00%
30 Sep, 1010400.00%
30 Jun, 102-60.00%
31 Mar, 105-37.50%
31 Dec, 09814.29%
30 Sep, 097-
30 Jun, 097-
31 Mar, 09716.67%
31 Dec, 08620.00%
30 Sep, 085-37.50%
30 Jun, 088-20.00%
31 Mar, 0810150.00%
31 Dec, 074-50.00%
30 Sep, 078166.67%
30 Jun, 073-40.00%
31 Mar, 075-
31 Dec, 065-
30 Sep, 065-
30 Jun, 065400.00%
31 Mar, 061-50.00%
31 Dec, 052-50.00%
30 Sep, 054300.00%
30 Jun, 051-66.67%
31 Mar, 053-
31 Dec, 04--100.00%
30 Sep, 041-
30 Jun, 041-80.00%
31 Mar, 045-16.67%
31 Dec, 03650.00%
30 Sep, 034100.00%
30 Jun, 032-33.33%
31 Mar, 033-
31 Dec, 02--100.00%
30 Sep, 021-
30 Jun, 021-
31 Mar, 02--
31 Dec, 01--100.00%
30 Sep, 011-50.00%
30 Jun, 012100.00%
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
30 Jun, 001-
31 Mar, 001-
31 Dec, 991-
30 Sep, 991-66.67%
30 Jun, 993-
31 Mar, 99--

166 institutional shareholders have reduced their position in HEI stock as of 31 Mar 24 compared to 155 in the previous quarter (a 7.10% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 245112.82%37,731,0140.54%27.29%3.79%229-0.87%1667.10%
31 Dec, 234976.88%37,528,268-0.61%26.85%3.54%23120.94%155-7.74%
30 Sep, 23465-1.90%37,757,092-0.98%27.56%3.55%1917.30%168-6.15%
30 Jun, 234743.95%38,132,505-0.03%27.85%3.57%178-2.73%1799.15%
31 Mar, 234561.79%38,142,8590.85%27.91%3.64%183-11.59%16410.07%
31 Dec, 224482.75%37,821,4442.11%27.68%3.73%20711.29%149-5.10%
30 Sep, 224365.83%37,041,3970.41%27.23%3.70%1868.77%1573.29%
30 Jun, 22412-4.19%36,891,024-2.36%27.13%3.51%171-16.18%15215.15%
31 Mar, 224304.62%37,782,5124.94%27.80%3.93%2049.09%132-0.75%
31 Dec, 214112.49%36,003,7412.65%26.58%3.96%1876.86%1338.13%
30 Sep, 21401-6.31%35,074,3871.81%25.92%4.00%175-11.62%123-3.15%
30 Jun, 21428-0.70%34,449,2190.36%25.46%3.95%198-1.49%127-6.62%
31 Mar, 214312.38%34,325,678-0.68%25.39%3.87%2016.35%136-3.55%
31 Dec, 204215.51%34,562,200-2.90%25.60%3.67%18915.24%141-4.73%
30 Sep, 203990.76%35,595,596-2.81%26.42%3.57%164-5.75%1481.37%
30 Jun, 20396-1.25%36,623,3782.58%27.20%3.86%174-11.22%1465.80%
31 Mar, 20401-12.64%35,700,6641.19%26.54%3.85%196-12.50%138-5.48%
31 Dec, 194594.32%35,279,4470.01%26.26%3.77%2243.70%1464.29%
30 Sep, 194408.64%35,276,0691.98%26.40%3.92%216-4.85%14012.00%
30 Jun, 1940519.12%34,590,4422.75%25.95%4.05%22737.58%1255.93%
31 Mar, 193404.62%33,663,853-2.87%25.32%3.73%1655.10%1188.26%
31 Dec, 18325-1.81%34,657,875-1.97%26.07%3.62%157-4.27%109-8.40%
30 Sep, 1833114.53%35,354,513-2.88%26.84%3.55%164-34.14%119250.00%
30 Jun, 182897.84%36,403,14320.13%27.49%5.22%2497.33%346.25%
31 Mar, 182682.29%30,302,73429.27%22.95%7.27%23281.25%32-61.45%
31 Dec, 1726211.97%23,441,0400.48%17.76%5.60%1285.79%8316.90%
30 Sep, 1723411.96%23,328,7271.82%17.82%5.88%121-37.95%71610.00%
30 Jun, 172090.48%22,911,06524.71%17.41%8.92%195124.14%10-87.80%
31 Mar, 172082.97%18,371,9351.98%13.97%7.43%87-13.00%8220.59%
31 Dec, 162025.76%18,014,583-0.04%13.71%7.17%100-1.96%686.25%
30 Sep, 16191-1.55%18,022,606-4.97%13.83%6.57%10214.61%644.92%
30 Jun, 161948.38%18,965,321-2.76%14.51%6.51%89-15.24%6119.61%
31 Mar, 161792.29%19,503,21513.31%14.93%8.59%10523.53%51-17.74%
31 Dec, 1517510.06%17,212,113-32.89%13.18%3.38%858.97%626.90%
30 Sep, 15159-2.45%25,646,55742.00%19.76%10.28%78-4.88%5811.54%
30 Jun, 151637.24%18,060,824-5.36%13.86%6.44%82-2.38%5210.64%
31 Mar, 151524.11%19,084,5241.34%14.67%7.00%8440.00%47-25.40%
31 Dec, 141462.10%18,831,8371.39%14.48%7.04%60-10.45%6334.04%
30 Sep, 14143-0.69%18,573,9310.07%14.34%7.01%6724.07%47-22.95%
30 Jun, 14144-2.04%18,561,060-0.93%14.30%6.85%54-25.00%6117.31%
31 Mar, 141470.68%18,735,6555.21%14.45%7.66%72-41.46%52136.36%
31 Dec, 131460.69%17,807,19722.66%13.74%10.79%12351.85%22-54.17%
30 Sep, 1314520.83%14,517,7326.17%11.29%10.12%81-6.90%48118.18%
30 Jun, 13120114.29%13,674,223145.28%10.56%56.79%87210.71%2237.50%
31 Mar, 1356-5.08%5,574,907-23.66%4.31%13.44%28-24.32%166.67%
31 Dec, 12593.51%7,302,84036.15%5.67%31.79%378.82%1515.38%
30 Sep, 125716.33%5,363,868-16.78%4.22%16.79%34-24.44%13225.00%
30 Jun, 1249-5.77%6,445,38717.93%5.01%27.69%45125.00%4-81.82%
31 Mar, 1252-11.86%5,465,578-10.28%4.26%18.67%20-42.86%2222.22%
31 Dec, 115920.41%6,092,0161.83%4.77%20.92%3545.83%1828.57%
30 Sep, 1149-2.00%5,982,820-15.56%4.78%15.36%24-41.46%1455.56%
30 Jun, 115028.21%7,084,95749.33%5.58%39.47%4186.36%9-
31 Mar, 11392.63%4,744,54233.67%3.76%47.54%22-9-18.18%
31 Dec, 103822.58%3,549,3413.24%2.81%37.15%2237.50%1110.00%
30 Sep, 1031-3.13%3,437,8157.19%2.75%41.82%16-46.67%10400.00%
30 Jun, 103214.29%3,207,35342.60%2.57%78.82%3066.67%2-60.00%
31 Mar, 102812.00%2,249,17522.99%1.80%83.85%1850.00%5-37.50%
31 Dec, 092519.05%1,828,789-12.28%1.47%53.12%1233.33%814.29%
30 Sep, 0921-19.23%2,084,690-8.88%1.66%49.64%9-50.00%7-
30 Jun, 092623.81%2,287,80028.22%1.83%91.14%1863.64%7-
31 Mar, 0921-4.55%1,784,301-15.79%1.42%50.05%11-26.67%716.67%
31 Dec, 0822-12.00%2,118,92040.22%1.68%110.79%15-11.76%620.00%
30 Sep, 0825-1,511,121-38.11%1.23%32.45%1713.33%5-37.50%
30 Jun, 0825-10.71%2,441,63519.49%1.95%72.75%157.14%8-20.00%
31 Mar, 0828-6.67%2,043,439-98.40%1.64%0.02%14-36.36%10150.00%
31 Dec, 073025.00%127,619,8958237.62%102.21%6241.56%22120.00%4-50.00%
30 Sep, 0724-1,530,6523.70%1.28%87.35%10-37.50%8166.67%
30 Jun, 072414.29%1,476,00657.72%1.21%204.04%16100.00%3-40.00%
31 Mar, 0721-19.23%935,848-34.58%0.77%55.57%8-50.00%5-
31 Dec, 062618.18%1,430,4986.13%1.18%88.15%1623.08%5-
30 Sep, 062215.79%1,347,88942.95%1.16%185.12%1318.18%5-
30 Jun, 0619-5.00%942,923-15.65%0.79%87.52%11-21.43%5400.00%
31 Mar, 062081.82%1,117,911125.54%0.95%535.34%14100.00%1-50.00%
31 Dec, 0511-15.38%495,654-28.58%0.42%114.90%740.00%2-50.00%
30 Sep, 0513-13.33%694,0375.63%0.61%190.61%5-50.00%4300.00%
30 Jun, 051515.38%657,042-3.36%0.56%164.08%1011.11%1-66.67%
31 Mar, 051330.00%679,8584.13%0.59%185.02%912.50%3-
31 Dec, 041042.86%652,88428.45%0.56%323.65%860.00%--100.00%
30 Sep, 047-12.50%508,2647.34%0.42%244.59%5-28.57%1-
30 Jun, 048-20.00%473,51236.47%0.41%439.82%740.00%1-80.00%
31 Mar, 041011.11%346,961-2.42%0.31%310.76%5150.00%5-16.67%
31 Dec, 039-355,564-26.50%0.31%161.45%2-33.33%650.00%
30 Sep, 03928.57%483,77622.26%0.44%342.38%3-40.00%4100.00%
30 Jun, 037-395,695-27.37%0.36%146.55%566.67%2-33.33%
31 Mar, 03740.00%544,77919.49%0.49%288.48%3-40.00%3-
31 Dec, 02525.00%455,93740.51%0.41%429.63%566.67%--100.00%
30 Sep, 024-324,4775.21%0.31%391.79%3-1-
30 Jun, 024-20.00%308,414108.82%0.28%1542.26%3-40.00%1-
31 Mar, 02566.67%147,69115.85%0.14%993.57%566.67%--
31 Dec, 013-25.00%127,48718.00%0.12%1003.99%3---100.00%
30 Sep, 014-20.00%108,040-55.85%0.11%185.04%350.00%1-50.00%
30 Jun, 015-244,736161.48%0.24%2809.82%2-33.33%2100.00%
31 Mar, 01566.67%93,597-16.11%0.09%759.87%3200.00%1-
31 Dec, 003-111,570-13.09%0.11%490.14%1-1-
30 Sep, 003-25.00%128,380-8.97%0.15%625.10%1-66.67%1-
30 Jun, 00433.33%141,0252.35%0.15%674.27%3200.00%1-
31 Mar, 003-25.00%137,791-52.51%0.15%148.78%1-66.67%1-
31 Dec, 99433.33%290,16532.12%0.32%344.27%3200.00%1-
30 Sep, 993-50.00%219,621-20.27%0.30%373.05%1-50.00%1-66.67%
30 Jun, 99620.00%275,467-24.95%0.29%129.51%2-60.00%3-
31 Mar, 995-367,037-0.47%-5---

HEICO Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 04, 2024Schwitter Frank Jdirector-S-SaleSell550$178.06$97.93K1,655
Dec 28, 2023Neitzel Juliedirector-S-SaleSell1,450$179.54$260.34K447
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell23,477$166.20$3.90M1,694,451
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell1,523$166.01$252.83K1,692,928

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 05, 2024SCHRIESHEIM ALANdirector-F-InKindSell145$173.96$25.22K146,966
Jan 05, 2024SCHRIESHEIM ALANdirector-M-ExemptSell44,000$0.57$25.14K100,893
Jan 04, 2024Schwitter Frank Jdirector-S-SaleSell550$178.06$97.93K1,655
Dec 28, 2023Neitzel Juliedirector-S-SaleSell1,450$179.54$260.34K447
Dec 20, 2023IRWIN THOMAS Sofficer Sr Exec VPG-GiftSell1,000--38,263
Dec 08, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell57--84,369
Dec 05, 2023SCHRIESHEIM ALANdirector-G-GiftSell180--455
Dec 05, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell57--84,426
Nov 28, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell58--84,483
Nov 01, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell5,300--191,440
Nov 01, 2023MENDELSON VICTOR Hdirector, officer Co-PresidentG-GiftSell2,920--228,924
Nov 01, 2023MENDELSON VICTOR Hdirector, officer Co-PresidentG-GiftSell5,300--191,440
Nov 01, 2023MENDELSON ERIC Adirector, officer Co-PresidentG-GiftSell5,300--191,440
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell23,477$166.20$3.90M1,694,451
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell1,523$166.01$252.83K1,692,928
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell595--87,401
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell2,860--84,541
Oct 17, 2023SCHRIESHEIM ALANdirector-G-GiftSell2,000--103,111
Oct 17, 2023Neitzel Juliedirector-G-GiftSell76--79

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 05, 2024SCHRIESHEIM ALANdirector-M-ExemptBuy44,000$0.57$25.14K147,111
Jan 05, 2024SCHRIESHEIM ALANdirector-F-InKindSell145$173.96$25.22K146,966
Jan 05, 2024SCHRIESHEIM ALANdirector-M-ExemptSell44,000$0.57$25.14K100,893
Jan 04, 2024Schwitter Frank Jdirector-S-SaleSell550$178.06$97.93K1,655
Dec 28, 2023Neitzel Juliedirector-S-SaleSell1,450$179.54$260.34K447
Dec 20, 2023IRWIN THOMAS Sofficer Sr Exec VPG-GiftSell1,000--38,263
Dec 08, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell57--84,369
Dec 05, 2023SCHRIESHEIM ALANdirector-G-GiftSell180--455
Dec 05, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell57--84,426
Nov 28, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell58--84,483
Nov 01, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell5,300--191,440
Nov 01, 2023MENDELSON VICTOR Hdirector, officer Co-PresidentG-GiftSell2,920--228,924
Nov 01, 2023MENDELSON VICTOR Hdirector, officer Co-PresidentG-GiftSell5,300--191,440
Nov 01, 2023MENDELSON ERIC Adirector, officer Co-PresidentG-GiftSell5,300--191,440
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell23,477$166.20$3.90M1,694,451
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOS-SaleSell1,523$166.01$252.83K1,692,928
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell595--87,401
Oct 19, 2023MENDELSON LAURANS Adirector, 10 percent owner, officer COB and CEOG-GiftSell2,860--84,541
Oct 17, 2023SCHRIESHEIM ALANdirector-G-GiftSell2,000--103,111
Oct 17, 2023Neitzel Juliedirector-G-GiftSell76--79

The last insider sell of HEICO's stock was made by SCHRIESHEIM ALAN on Jan 05 2024, selling 145 shares at $173.96 per share (valued at $25.22K).

HEICO Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241333.33%
Q4 2023-17-
Q3 2023-2-
Q2 2023168200.00%
Q1 2023222395.65%
Q4 20222922.22%
Q3 2022-2-
Q2 2022-1-
Q3 20211--
Q4 20181-