HEICO Ownership 2024 | Who Owns HEICO Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 3.56% | 0.02% | 4,922,172 | -72,613 | -1.45% | 940,134,876 | Mar 31, 2024 |
| VANGUARD GROUP INC | 2.62% | 0.01% | 3,618,813 | -1,914 | -0.05% | 691,193,283 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 2.33% | 0.10% | 3,225,091 | -51,235 | -1.56% | 615,992,381 | Mar 31, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.46% | 0.08% | 2,016,076 | 74,730 | 3.85% | 385,070,516 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 1.21% | 0.39% | 1,673,052 | -21,636 | -1.28% | 319,552,000 | Mar 31, 2024 |
| STATE STREET CORP | 1.12% | 0.01% | 1,542,122 | 6,633 | 0.43% | 294,545,302 | Mar 31, 2024 |
| RIVERBRIDGE PARTNERS LLC | 0.81% | 2.60% | 1,114,372 | -31,202 | -2.72% | 212,845,048 | Mar 31, 2024 |
| MORGAN STANLEY | 0.62% | 0.01% | 863,353 | 202,533 | 30.65% | 164,900,996 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.50% | 0.08% | 696,092 | -73,870 | -9.59% | 132,953,572 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.49% | 0.01% | 680,786 | 13,483 | 2.02% | 129,824,652 | Mar 31, 2024 |
| FEDERATED HERMES, INC. | 0.43% | 0.26% | 594,492 | 27,389 | 4.83% | 113,547,972 | Mar 31, 2024 |
| AGF MANAGEMENT LTD | 0.42% | 0.62% | 587,320 | 571,112 | 3523.64% | 112,178,120 | Mar 31, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.40% | 0.22% | 548,217 | -6,940 | -1.25% | 104,709,447 | Mar 31, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.34% | 0.45% | 475,496 | -95,654 | -16.75% | 90,819,736 | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 0.30% | 0.08% | 419,048 | -64,430 | -13.33% | 80,038,168 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.29% | 0.02% | 404,251 | 6,828 | 1.72% | 77,211,941 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.01% | 370,649 | -5,457 | -1.45% | 70,793,966 | Mar 31, 2024 |
| INVESCO LTD. | 0.26% | 0.01% | 366,246 | 6,374 | 1.77% | 69,952,986 | Mar 31, 2024 |
| TD ASSET MANAGEMENT INC | 0.25% | 0.06% | 344,798 | -593,552 | -63.25% | 65,856,418 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.24% | 0.01% | 335,327 | -13,213 | -3.79% | 64,047,423,000 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ZENO EQUITY PARTNERS LLP | 0.12% | 5.57% | 161,570 | 161,428 | 113681.69% | 24,872,085 | Mar 31, 2024 |
| STONE RUN CAPITAL, LLC | 0.03% | 3.12% | 42,716 | - | - | 8,158,756 | Mar 31, 2024 |
| CUTTER & CO BROKERAGE, INC. | 0.04% | 2.89% | 61,520 | 13,470 | 28.03% | 11,750,382 | Mar 31, 2024 |
| TELEMARK ASSET MANAGEMENT, LLC | 0.10% | 2.76% | 140,000 | - | - | 26,740,000 | Mar 31, 2024 |
| RIVERBRIDGE PARTNERS LLC | 0.81% | 2.60% | 1,114,372 | -31,202 | -2.72% | 212,845,048 | Mar 31, 2024 |
| GLAXIS CAPITAL MANAGEMENT, LLC | 0.01% | 2.48% | 7,000 | 7,000 | 100.00% | 1,337,000 | Mar 31, 2024 |
| ALPINE PEAKS CAPITAL, LP | 0.02% | 2.47% | 22,433 | - | - | 4,284,703 | Mar 31, 2024 |
| MAR VISTA INVESTMENT PARTNERS LLC | 0.16% | 1.90% | 227,835 | -5,133 | -2.20% | 43,516,485 | Mar 31, 2024 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 0.07% | 1.88% | 90,000 | - | - | 17,190,000 | Mar 31, 2024 |
| CARDEROCK CAPITAL MANAGEMENT INC | 0.02% | 1.76% | 32,926 | 4,564 | 16.09% | 6,288,866 | Mar 31, 2024 |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 0.03% | 1.71% | 35,508 | 35,508 | 100.00% | 6,684,736 | Mar 31, 2024 |
| DUNCKER STREETT & CO INC | 0.03% | 1.62% | 42,901 | 920 | 2.19% | 8,194,011 | Mar 31, 2024 |
| PFS PARTNERS, LLC | 0.01% | 1.33% | 10,483 | - | - | 2,002,253 | Mar 31, 2024 |
| HYMAN CHARLES D | 0.07% | 1.01% | 95,622 | -100 | -0.10% | 18,264,000 | Mar 31, 2024 |
| DIVIDEND ASSETS CAPITAL, LLC | 0.02% | 0.98% | 24,434 | 4,086 | 20.08% | 4,667,000 | Mar 31, 2024 |
| ADVISORSHARES INVESTMENTS LLC | 0.02% | 0.98% | 30,349 | 11,220 | 58.65% | 5,796,659 | Mar 31, 2024 |
| BATH SAVINGS TRUST CO | 0.03% | 0.93% | 45,844 | -225 | -0.49% | 8,756,204 | Mar 31, 2024 |
| IRONVINE CAPITAL PARTNERS, LLC | 0.03% | 0.91% | 43,615 | -221 | -0.50% | 8,330,465 | Mar 31, 2024 |
| SAWGRASS ASSET MANAGEMENT LLC | 0.03% | 0.84% | 40,227 | -1,917 | -4.55% | 7,683,357 | Mar 31, 2024 |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 0.07% | 0.76% | 96,860 | 3,752 | 4.03% | 18,500,260 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AGF MANAGEMENT LTD | 0.42% | 0.62% | 587,320 | 571,112 | 3523.64% | 112,178,120 | Mar 31, 2024 |
| MORGAN STANLEY | 0.62% | 0.01% | 863,353 | 202,533 | 30.65% | 164,900,996 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.14% | 0.06% | 188,262 | 180,384 | 2289.72% | 35,958,042 | Mar 31, 2024 |
| ZENO EQUITY PARTNERS LLP | 0.12% | 5.57% | 161,570 | 161,428 | 113681.69% | 24,872,085 | Mar 31, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.11% | 0.05% | 153,850 | 150,050 | 3948.68% | 29,385,350 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.24% | 0.15% | 329,766 | 132,090 | 66.82% | 62,985,306 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 0.23% | 0.14% | 313,378 | 87,800 | 38.92% | 59,855,198 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.13% | 0.00% | 179,611 | 77,612 | 76.09% | 34,305,724 | Mar 31, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.46% | 0.08% | 2,016,076 | 74,730 | 3.85% | 385,070,516 | Mar 31, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.08% | 0.22% | 116,828 | 72,932 | 166.15% | 22,314,148 | Mar 31, 2024 |
| UBS OCONNOR LLC | 0.04% | 0.75% | 55,225 | 55,225 | 100.00% | 10,547,975 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.03% | 0.05% | 44,782 | 44,782 | 100.00% | 8,553,362 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.08% | 0.03% | 112,989 | 44,551 | 65.10% | 21,580,899 | Mar 31, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | 0.03% | 0.17% | 44,000 | 44,000 | 100.00% | 8,404,000 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.05% | 0.01% | 69,790 | 43,949 | 170.07% | 13,329,913 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.12% | 0.05% | 165,986 | 40,179 | 31.94% | 31,703,326 | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | 0.03% | 0.00% | 44,517 | 39,048 | 713.99% | 8,502,406 | Mar 31, 2024 |
| BARCLAYS PLC | 0.24% | 0.02% | 334,723 | 37,850 | 12.75% | 63,932,000 | Mar 31, 2024 |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 0.03% | 1.71% | 35,508 | 35,508 | 100.00% | 6,684,736 | Mar 31, 2024 |
| VARMA MUTUAL PENSION INSURANCE CO | 0.03% | 0.08% | 47,800 | 35,400 | 285.48% | 9,129,800 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TD ASSET MANAGEMENT INC | 0.25% | 0.06% | 344,798 | -593,552 | -63.25% | 65,856,418 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.02% | 0.00% | 32,465 | -435,604 | -93.06% | 6,200,815 | Mar 31, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.01% | 0.04% | 6,967 | -148,644 | -95.52% | 1,330,697 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.00% | 0.00% | 5,236 | -107,378 | -95.35% | 1,000,076 | Mar 31, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.34% | 0.45% | 475,496 | -95,654 | -16.75% | 90,819,736 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.50% | 0.08% | 696,092 | -73,870 | -9.59% | 132,953,572 | Mar 31, 2024 |
| BLACKROCK INC. | 3.56% | 0.02% | 4,922,172 | -72,613 | -1.45% | 940,134,876 | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 0.30% | 0.08% | 419,048 | -64,430 | -13.33% | 80,038,168 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 2.33% | 0.10% | 3,225,091 | -51,235 | -1.56% | 615,992,381 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 11,557 | -46,535 | -80.11% | 2,207,387 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 19,203 | -41,859 | -68.55% | 3,667,777 | Mar 31, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.20% | 0.02% | 277,777 | -32,200 | -10.39% | 53,055,347 | Mar 31, 2024 |
| RIVERBRIDGE PARTNERS LLC | 0.81% | 2.60% | 1,114,372 | -31,202 | -2.72% | 212,845,048 | Mar 31, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.03% | 0.01% | 46,921 | -27,204 | -36.70% | 8,961,911 | Mar 31, 2024 |
| STIFEL FINANCIAL CORP | 0.08% | 0.02% | 109,210 | -26,649 | -19.62% | 20,859,255 | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.00% | 0.00% | 2,253 | -24,957 | -91.72% | 430,323 | Mar 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 LLC | 0.19% | 0.03% | 262,149 | -22,703 | -7.97% | 50,070,383 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS OCONNOR LLC | 0.04% | 0.75% | 55,225 | 55,225 | 100.00% | 10,547,975 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.03% | 0.05% | 44,782 | 44,782 | 100.00% | 8,553,362 | Mar 31, 2024 |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 0.03% | 1.71% | 35,508 | 35,508 | 100.00% | 6,684,736 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 29,800 | 29,800 | 100.00% | 5,691,800 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | 21,074 | 21,074 | 100.00% | 4,025,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 19,700 | 19,700 | 100.00% | 3,762,700 | Mar 31, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.30% | 18,414 | 18,414 | 100.00% | 3,517,074 | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.01% | 17,192 | 17,192 | 100.00% | 3,283,672 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 17,038 | 17,038 | 100.00% | 3,254,258 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.01% | 0.15% | 14,167 | 14,167 | 100.00% | 2,705,897 | Mar 31, 2024 |
| MAN GROUP PLC | 0.01% | 0.01% | 11,282 | 11,282 | 100.00% | 2,154,862 | Mar 31, 2024 |
| TORNO CAPITAL, LLC | 0.01% | 0.12% | 10,000 | 10,000 | 100.00% | 1,910,000 | Mar 31, 2024 |
| 0.01% | 0.05% | 8,807 | 8,807 | 100.00% | 1,682,137 | Mar 31, 2024 | |
| POINT72 HONG KONG LTD | 0.01% | 0.08% | 8,355 | 8,355 | 100.00% | 1,595,805 | Mar 31, 2024 |
| SNIDER FINANCIAL GROUP | 0.01% | 0.64% | 8,097 | 8,097 | 100.00% | 1,546,527 | Mar 31, 2024 |
| MAVEN SECURITIES LTD | 0.01% | 0.09% | 7,900 | 7,900 | 100.00% | 1,508,900 | Mar 31, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.01% | 0.02% | 7,414 | 7,414 | 100.00% | 1,441,504 | Mar 31, 2024 |
| GLAXIS CAPITAL MANAGEMENT, LLC | 0.01% | 2.48% | 7,000 | 7,000 | 100.00% | 1,337,000 | Mar 31, 2024 |
| MORSE ASSET MANAGEMENT, INC | 0.00% | 0.29% | 5,948 | 5,948 | 100.00% | 1,136,000 | Mar 31, 2024 |
| CALAMOS ADVISORS LLC | 0.00% | 0.00% | 5,459 | 5,459 | 100.00% | 1,042,669 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.13% | 5,458 | 5,458 | 100.00% | 1,027,523 | Mar 31, 2024 |
| ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.67% | 5,293 | 5,293 | 100.00% | 1,010,963 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.02% | 5,257 | 5,257 | 100.00% | 988,421 | Mar 31, 2024 |
| HUNTING HILL GLOBAL CAPITAL, LLC | 0.00% | 0.48% | 5,102 | 5,102 | 100.00% | 974,482 | Mar 31, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.01% | 5,084 | 5,084 | 100.00% | 971,048 | Mar 31, 2024 |
| HOLOCENE ADVISORS, LP | 0.00% | 0.00% | 4,258 | 4,258 | 100.00% | 813,278 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.15% | 3,719 | 3,719 | 100.00% | 710,329 | Mar 31, 2024 |
| NAVELLIER & ASSOCIATES INC | 0.00% | 0.08% | 3,253 | 3,253 | 100.00% | 621,323 | Mar 31, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 3,200 | 3,200 | 100.00% | 611,200 | Mar 31, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.00% | 0.04% | 2,842 | 2,842 | 100.00% | 542,742 | Mar 31, 2024 |
| 0.00% | 0.00% | 2,237 | 2,237 | 100.00% | 380,427 | Mar 31, 2024 | |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.01% | 2,154 | 2,154 | 100.00% | 411,414 | Mar 31, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.00% | 0.03% | 2,056 | 2,056 | 100.00% | 392,696 | Mar 31, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | 0.00% | 0.17% | 2,056 | 2,056 | 100.00% | 392,696 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | 0.00% | 0.01% | 2,032 | 2,032 | 100.00% | 388,112 | Mar 31, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.00% | 0.02% | 1,608 | 1,608 | 100.00% | 307,128 | Mar 31, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.00% | 0.01% | 1,594 | 1,594 | 100.00% | 304,454 | Mar 31, 2024 |
| PRUDENTIAL PLC | 0.00% | 0.00% | 1,440 | 1,440 | 100.00% | 275,040 | Mar 31, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.00% | 0.00% | 1,225 | 1,225 | 100.00% | 234,000 | Mar 31, 2024 |
| EMERALD ADVISERS, LLC | 0.00% | 0.01% | 1,208 | 1,208 | 100.00% | 230,728 | Mar 31, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.01% | 1,200 | 1,200 | 100.00% | 229,200 | Mar 31, 2024 |
| POLYMER CAPITAL MANAGEMENT (HK) LTD | 0.00% | 0.06% | 1,180 | 1,180 | 100.00% | 225,380 | Mar 31, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | 0.00% | 0.00% | 1,176 | 1,176 | 100.00% | 224,616 | Mar 31, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.50% | 1,100 | 1,100 | 100.00% | 210,100,000 | Mar 31, 2024 |
| FIRESTONE CAPITAL MANAGEMENT | 0.00% | 0.06% | 1,066 | 1,066 | 100.00% | 203,606 | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 891 | 891 | 100.00% | 170,181 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 196 | 196 | 100.00% | 37,436 | Mar 31, 2024 |
| QUARRY LP | 0.00% | 0.00% | 103 | 103 | 100.00% | 19,673 | Mar 31, 2024 |
| MOORS & CABOT, INC. | 0.00% | 0.00% | 100 | 100 | 100.00% | 2,060 | Mar 31, 2024 |
| PITTENGER & ANDERSON INC | - | 0.00% | 55 | 55 | 100.00% | 10,505 | Mar 31, 2024 |
| - | 0.00% | 29 | 29 | 100.00% | 6,087 | Mar 31, 2024 | |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 26 | 26 | 100.00% | 5,534,000 | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | 0.00% | 20 | 20 | 100.00% | 3,680,000 | Mar 31, 2024 |
| MATHER GROUP, LLC. | - | - | 11 | 11 | 100.00% | 1,968,000 | Mar 31, 2024 |
| CREWE ADVISORS LLC | - | 0.00% | 4 | 4 | 100.00% | 764 | Mar 31, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | 0.00% | 2 | 2 | 100.00% | 382 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 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 Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Transparent Value Trust | 3.15% | 50,664 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.77% | 88,278 | - | - | Jan 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund II | 0.52% | 46,486 | -2,723 | -5.53% | Dec 31, 2023 |
| EATON VANCE GROWTH TRUST | 0.48% | 1,289,031 | - | - | Feb 29, 2024 |
| Value Line Mid Cap Focused Fund, Inc. | 0.46% | 285,293 | 51,700 | 22.13% | Dec 31, 2023 |
| Stock Portfolio | 0.44% | 26,800 | -1,700 | -5.96% | Dec 31, 2023 |
| ALGER INSTITUTIONAL FUNDS | 0.44% | 115,596 | -12,159 | -9.52% | Jan 31, 2024 |
| GABELLI CAPITAL SERIES FUNDS INC | 0.34% | 10,300 | -200 | -1.90% | Dec 29, 2023 |
| MARSICO INVESTMENT FUND | 0.31% | 81,096 | - | - | Dec 31, 2023 |
| Value Line Select Growth Fund, Inc. | 0.24% | 31,602 | - | - | Dec 31, 2023 |
| ALGER FUNDS | 0.24% | 230,425 | -9,026 | -3.77% | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.22% | 82,466 | -25,106 | -23.34% | Dec 31, 2023 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.21% | 26,495 | - | - | Dec 31, 2023 |
| BlackRock Innovation & Growth Trust | 0.19% | 222,346 | -28,754 | -11.45% | Dec 31, 2023 |
| PIONEER SERIES TRUST II | 0.19% | 34,259 | - | - | Feb 29, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.18% | 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 TRUST | 0.12% | 986,192 | - | - | Dec 31, 2023 |
| American Funds Global Insight Fund | 0.12% | 248,016 | 72,505 | 41.31% | Jan 31, 2024 |
| AMG Funds I | 0.10% | 152,565 | - | - | Jan 31, 2024 |
| Alger ETF Trust | 0.09% | 664 | 68 | 11.41% | Dec 31, 2023 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.09% | 1,676,000 | - | - | Jan 31, 2024 |
| ALGER FUNDS II | 0.09% | 19,887 | -4,909 | -19.80% | Jan 31, 2024 |
| GROWTH FUND OF AMERICA | 0.08% | 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 INC | 0.07% | 22,333 | -13,700 | -38.02% | Mar 31, 2022 |
| Capital Group U.S. Equity Fund | 0.07% | 2,400 | - | - | Jan 31, 2024 |
| Gabelli ETFs Trust | 0.07% | 900 | - | - | Dec 29, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.07% | 160,314 | - | - | Dec 31, 2023 |
| BNY Mellon Investment Funds VI | 0.05% | 71,000 | 71,000 | - | Feb 29, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.05% | 234,463 | - | - | Jan 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.05% | 25,000 | - | - | Dec 31, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.04% | 5,562 | - | - | Dec 31, 2020 |
| AMG FUNDS III | 0.04% | 7,281 | - | - | Feb 29, 2024 |
| Manager Directed Portfolios | 0.04% | 7,163 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.04% | 92,616 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.04% | 6,454 | - | - | Dec 31, 2023 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.04% | 772,410 | - | - | Jan 31, 2024 |
| NEW PERSPECTIVE FUND | 0.03% | 1,002,700 | 175,000 | 21.14% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 15,831 | - | - | Dec 31, 2023 |
| Copeland Trust | 0.03% | 1,753 | - | - | Feb 29, 2024 |
| VANGUARD WINDSOR FUNDS | 0.03% | 1,125,570 | - | - | Jan 31, 2024 |
| VALUE LINE FUNDS VARIABLE TRUST | 0.03% | 23,000 | -13,800 | -37.50% | Mar 31, 2022 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.03% | 46,400 | 700 | 1.53% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.03% | 25,422 | 11,231 | 79.14% | Mar 31, 2022 |
| TOCQUEVILLE TRUST | 0.03% | 3,843 | - | - | Jan 31, 2024 |
| NEEDHAM FUNDS INC | 0.03% | 35,100 | - | - | Dec 31, 2023 |
| ROYCE VALUE TRUST, INC. | 0.03% | 31,030 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.03% | 41,278 | - | - | Dec 31, 2023 |
| GABELLI ASSET FUND | 0.03% | 9,000 | - | - | Dec 29, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 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 INC | 0.02% | 18,482 | - | - | Feb 29, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.02% | 39 | -3,341 | -98.85% | Jan 31, 2021 |
| VALUE LINE ASSET ALLOCATION FUND INC | 0.02% | 67,893 | - | - | Dec 31, 2023 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.02% | 292,760 | - | - | Dec 31, 2023 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.02% | 315,105 | - | - | Jan 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.02% | 16,385 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 57,718 | 40,732 | 239.80% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 142,000 | - | - | Feb 29, 2024 |
| RMB INVESTORS TRUST | 0.01% | 7,070 | - | - | Dec 31, 2023 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.01% | 9,566 | - | - | Dec 31, 2023 |
| ROYCE FUND | 0.01% | 76,071 | -4,003 | -5.00% | Dec 31, 2023 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.01% | 46 | - | - | Jan 31, 2024 |
| BARON SELECT FUNDS | 0.01% | 125,625 | - | - | Dec 31, 2023 |
| Engine No. 1 ETF Trust | 0.01% | 609 | 19 | 3.22% | Jan 31, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.01% | 93,130 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,837,601 | 888,278 | 30.12% | Dec 31, 2023 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 63,100 | - | - | Jan 31, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.01% | 2,173 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 17,919 | -15,698 | -46.70% | Dec 31, 2023 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 12,000 | -1,500 | -11.11% | Dec 29, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 18,500 | - | - | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.01% | 11,036 | -244 | -2.16% | Dec 31, 2023 |
| AdvisorShares Trust | 0.01% | 19,129 | 1,982 | 11.56% | Dec 29, 2023 |
| GraniteShares ETF Trust | 0.01% | 346 | - | - | Dec 31, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 32,353 | - | - | Dec 29, 2023 |
| Voya Infrastructure, Industrials & Materials Fund | 0.01% | 1,567 | - | - | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.01% | 117,388 | - | - | Dec 31, 2023 |
| VANGUARD HORIZON FUNDS | 0.01% | 123,265 | - | - | Dec 31, 2023 |
| CALVERT VARIABLE SERIES INC | 0.01% | 11,300 | - | - | Dec 31, 2023 |
| Advisers Investment Trust | 0.01% | 150,000 | - | - | Dec 29, 2023 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.01% | 7,058 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,082 | - | - | Dec 31, 2023 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.00% | 584 | 584 | - | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 227,237 | -287 | -0.13% | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 342,433 | - | - | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 8,158 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 300,969 | 30,433 | 11.25% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 3,615 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 1,000 | - | - | Dec 31, 2023 |
| Brown Advisory Funds | 0.00% | 119,661 | - | - | Dec 31, 2023 |
| MML SERIES INVESTMENT FUND | 0.00% | 26,900 | - | - | Dec 31, 2023 |
| Virtus ETF Trust II | 0.00% | 3,741 | -253 | -6.33% | Jan 31, 2024 |
| AMG Funds II | 0.00% | 1,896 | - | - | Dec 29, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 288,632 | - | - | Dec 29, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 14,745 | 228 | 1.57% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 15,420 | - | - | Aug 31, 2023 |
| Ark ETF Trust | 0.00% | 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
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 511 | 2.82% |
| 31 Dec, 23 | 497 | 6.88% |
| 30 Sep, 23 | 465 | -1.90% |
| 30 Jun, 23 | 474 | 3.95% |
| 31 Mar, 23 | 456 | 1.79% |
| 31 Dec, 22 | 448 | 2.75% |
| 30 Sep, 22 | 436 | 5.83% |
| 30 Jun, 22 | 412 | -4.19% |
| 31 Mar, 22 | 430 | 4.62% |
| 31 Dec, 21 | 411 | 2.49% |
| 30 Sep, 21 | 401 | -6.31% |
| 30 Jun, 21 | 428 | -0.70% |
| 31 Mar, 21 | 431 | 2.38% |
| 31 Dec, 20 | 421 | 5.51% |
| 30 Sep, 20 | 399 | 0.76% |
| 30 Jun, 20 | 396 | -1.25% |
| 31 Mar, 20 | 401 | -12.64% |
| 31 Dec, 19 | 459 | 4.32% |
| 30 Sep, 19 | 440 | 8.64% |
| 30 Jun, 19 | 405 | 19.12% |
| 31 Mar, 19 | 340 | 4.62% |
| 31 Dec, 18 | 325 | -1.81% |
| 30 Sep, 18 | 331 | 14.53% |
| 30 Jun, 18 | 289 | 7.84% |
| 31 Mar, 18 | 268 | 2.29% |
| 31 Dec, 17 | 262 | 11.97% |
| 30 Sep, 17 | 234 | 11.96% |
| 30 Jun, 17 | 209 | 0.48% |
| 31 Mar, 17 | 208 | 2.97% |
| 31 Dec, 16 | 202 | 5.76% |
| 30 Sep, 16 | 191 | -1.55% |
| 30 Jun, 16 | 194 | 8.38% |
| 31 Mar, 16 | 179 | 2.29% |
| 31 Dec, 15 | 175 | 10.06% |
| 30 Sep, 15 | 159 | -2.45% |
| 30 Jun, 15 | 163 | 7.24% |
| 31 Mar, 15 | 152 | 4.11% |
| 31 Dec, 14 | 146 | 2.10% |
| 30 Sep, 14 | 143 | -0.69% |
| 30 Jun, 14 | 144 | -2.04% |
| 31 Mar, 14 | 147 | 0.68% |
| 31 Dec, 13 | 146 | 0.69% |
| 30 Sep, 13 | 145 | 20.83% |
| 30 Jun, 13 | 120 | 114.29% |
| 31 Mar, 13 | 56 | -5.08% |
| 31 Dec, 12 | 59 | 3.51% |
| 30 Sep, 12 | 57 | 16.33% |
| 30 Jun, 12 | 49 | -5.77% |
| 31 Mar, 12 | 52 | -11.86% |
| 31 Dec, 11 | 59 | 20.41% |
| 30 Sep, 11 | 49 | -2.00% |
| 30 Jun, 11 | 50 | 28.21% |
| 31 Mar, 11 | 39 | 2.63% |
| 31 Dec, 10 | 38 | 22.58% |
| 30 Sep, 10 | 31 | -3.13% |
| 30 Jun, 10 | 32 | 14.29% |
| 31 Mar, 10 | 28 | 12.00% |
| 31 Dec, 09 | 25 | 19.05% |
| 30 Sep, 09 | 21 | -19.23% |
| 30 Jun, 09 | 26 | 23.81% |
| 31 Mar, 09 | 21 | -4.55% |
| 31 Dec, 08 | 22 | -12.00% |
| 30 Sep, 08 | 25 | - |
| 30 Jun, 08 | 25 | -10.71% |
| 31 Mar, 08 | 28 | -6.67% |
| 31 Dec, 07 | 30 | 25.00% |
| 30 Sep, 07 | 24 | - |
| 30 Jun, 07 | 24 | 14.29% |
| 31 Mar, 07 | 21 | -19.23% |
| 31 Dec, 06 | 26 | 18.18% |
| 30 Sep, 06 | 22 | 15.79% |
| 30 Jun, 06 | 19 | -5.00% |
| 31 Mar, 06 | 20 | 81.82% |
| 31 Dec, 05 | 11 | -15.38% |
| 30 Sep, 05 | 13 | -13.33% |
| 30 Jun, 05 | 15 | 15.38% |
| 31 Mar, 05 | 13 | 30.00% |
| 31 Dec, 04 | 10 | 42.86% |
| 30 Sep, 04 | 7 | -12.50% |
| 30 Jun, 04 | 8 | -20.00% |
| 31 Mar, 04 | 10 | 11.11% |
| 31 Dec, 03 | 9 | - |
| 30 Sep, 03 | 9 | 28.57% |
| 30 Jun, 03 | 7 | - |
| 31 Mar, 03 | 7 | 40.00% |
| 31 Dec, 02 | 5 | 25.00% |
| 30 Sep, 02 | 4 | - |
| 30 Jun, 02 | 4 | -20.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | -25.00% |
| 30 Sep, 01 | 4 | -20.00% |
| 30 Jun, 01 | 5 | - |
| 31 Mar, 01 | 5 | 66.67% |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | 3 | -25.00% |
| 30 Jun, 00 | 4 | 33.33% |
| 31 Mar, 00 | 3 | -25.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | -50.00% |
| 30 Jun, 99 | 6 | 20.00% |
| 31 Mar, 99 | 5 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 37,731,014 | 0.54% |
| 31 Dec, 23 | 37,528,268 | -0.61% |
| 30 Sep, 23 | 37,757,092 | -0.98% |
| 30 Jun, 23 | 38,132,505 | -0.03% |
| 31 Mar, 23 | 38,142,859 | 0.85% |
| 31 Dec, 22 | 37,821,444 | 2.11% |
| 30 Sep, 22 | 37,041,397 | 0.41% |
| 30 Jun, 22 | 36,891,024 | -2.36% |
| 31 Mar, 22 | 37,782,512 | 4.94% |
| 31 Dec, 21 | 36,003,741 | 2.65% |
| 30 Sep, 21 | 35,074,387 | 1.81% |
| 30 Jun, 21 | 34,449,219 | 0.36% |
| 31 Mar, 21 | 34,325,678 | -0.68% |
| 31 Dec, 20 | 34,562,200 | -2.90% |
| 30 Sep, 20 | 35,595,596 | -2.81% |
| 30 Jun, 20 | 36,623,378 | 2.58% |
| 31 Mar, 20 | 35,700,664 | 1.19% |
| 31 Dec, 19 | 35,279,447 | 0.01% |
| 30 Sep, 19 | 35,276,069 | 1.98% |
| 30 Jun, 19 | 34,590,442 | 2.75% |
| 31 Mar, 19 | 33,663,853 | -2.87% |
| 31 Dec, 18 | 34,657,875 | -1.97% |
| 30 Sep, 18 | 35,354,513 | -2.88% |
| 30 Jun, 18 | 36,403,143 | 20.13% |
| 31 Mar, 18 | 30,302,734 | 29.27% |
| 31 Dec, 17 | 23,441,040 | 0.48% |
| 30 Sep, 17 | 23,328,727 | 1.82% |
| 30 Jun, 17 | 22,911,065 | 24.71% |
| 31 Mar, 17 | 18,371,935 | 1.98% |
| 31 Dec, 16 | 18,014,583 | -0.04% |
| 30 Sep, 16 | 18,022,606 | -4.97% |
| 30 Jun, 16 | 18,965,321 | -2.76% |
| 31 Mar, 16 | 19,503,215 | 13.31% |
| 31 Dec, 15 | 17,212,113 | -32.89% |
| 30 Sep, 15 | 25,646,557 | 42.00% |
| 30 Jun, 15 | 18,060,824 | -5.36% |
| 31 Mar, 15 | 19,084,524 | 1.34% |
| 31 Dec, 14 | 18,831,837 | 1.39% |
| 30 Sep, 14 | 18,573,931 | 0.07% |
| 30 Jun, 14 | 18,561,060 | -0.93% |
| 31 Mar, 14 | 18,735,655 | 5.21% |
| 31 Dec, 13 | 17,807,197 | 22.66% |
| 30 Sep, 13 | 14,517,732 | 6.17% |
| 30 Jun, 13 | 13,674,223 | 145.28% |
| 31 Mar, 13 | 5,574,907 | -23.66% |
| 31 Dec, 12 | 7,302,840 | 36.15% |
| 30 Sep, 12 | 5,363,868 | -16.78% |
| 30 Jun, 12 | 6,445,387 | 17.93% |
| 31 Mar, 12 | 5,465,578 | -10.28% |
| 31 Dec, 11 | 6,092,016 | 1.83% |
| 30 Sep, 11 | 5,982,820 | -15.56% |
| 30 Jun, 11 | 7,084,957 | 49.33% |
| 31 Mar, 11 | 4,744,542 | 33.67% |
| 31 Dec, 10 | 3,549,341 | 3.24% |
| 30 Sep, 10 | 3,437,815 | 7.19% |
| 30 Jun, 10 | 3,207,353 | 42.60% |
| 31 Mar, 10 | 2,249,175 | 22.99% |
| 31 Dec, 09 | 1,828,789 | -12.28% |
| 30 Sep, 09 | 2,084,690 | -8.88% |
| 30 Jun, 09 | 2,287,800 | 28.22% |
| 31 Mar, 09 | 1,784,301 | -15.79% |
| 31 Dec, 08 | 2,118,920 | 40.22% |
| 30 Sep, 08 | 1,511,121 | -38.11% |
| 30 Jun, 08 | 2,441,635 | 19.49% |
| 31 Mar, 08 | 2,043,439 | -98.40% |
| 31 Dec, 07 | 127,619,895 | 8237.62% |
| 30 Sep, 07 | 1,530,652 | 3.70% |
| 30 Jun, 07 | 1,476,006 | 57.72% |
| 31 Mar, 07 | 935,848 | -34.58% |
| 31 Dec, 06 | 1,430,498 | 6.13% |
| 30 Sep, 06 | 1,347,889 | 42.95% |
| 30 Jun, 06 | 942,923 | -15.65% |
| 31 Mar, 06 | 1,117,911 | 125.54% |
| 31 Dec, 05 | 495,654 | -28.58% |
| 30 Sep, 05 | 694,037 | 5.63% |
| 30 Jun, 05 | 657,042 | -3.36% |
| 31 Mar, 05 | 679,858 | 4.13% |
| 31 Dec, 04 | 652,884 | 28.45% |
| 30 Sep, 04 | 508,264 | 7.34% |
| 30 Jun, 04 | 473,512 | 36.47% |
| 31 Mar, 04 | 346,961 | -2.42% |
| 31 Dec, 03 | 355,564 | -26.50% |
| 30 Sep, 03 | 483,776 | 22.26% |
| 30 Jun, 03 | 395,695 | -27.37% |
| 31 Mar, 03 | 544,779 | 19.49% |
| 31 Dec, 02 | 455,937 | 40.51% |
| 30 Sep, 02 | 324,477 | 5.21% |
| 30 Jun, 02 | 308,414 | 108.82% |
| 31 Mar, 02 | 147,691 | 15.85% |
| 31 Dec, 01 | 127,487 | 18.00% |
| 30 Sep, 01 | 108,040 | -55.85% |
| 30 Jun, 01 | 244,736 | 161.48% |
| 31 Mar, 01 | 93,597 | -16.11% |
| 31 Dec, 00 | 111,570 | -13.09% |
| 30 Sep, 00 | 128,380 | -8.97% |
| 30 Jun, 00 | 141,025 | 2.35% |
| 31 Mar, 00 | 137,791 | -52.51% |
| 31 Dec, 99 | 290,165 | 32.12% |
| 30 Sep, 99 | 219,621 | -20.27% |
| 30 Jun, 99 | 275,467 | -24.95% |
| 31 Mar, 99 | 367,037 | - |
HEICO (HEI) has 37.73M shares outstanding as of 31 Mar 24, up 0.54% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 27.29% | 3.79% |
| 31 Dec, 23 | 26.85% | 3.54% |
| 30 Sep, 23 | 27.56% | 3.55% |
| 30 Jun, 23 | 27.85% | 3.57% |
| 31 Mar, 23 | 27.91% | 3.64% |
| 31 Dec, 22 | 27.68% | 3.73% |
| 30 Sep, 22 | 27.23% | 3.70% |
| 30 Jun, 22 | 27.13% | 3.51% |
| 31 Mar, 22 | 27.80% | 3.93% |
| 31 Dec, 21 | 26.58% | 3.96% |
| 30 Sep, 21 | 25.92% | 4.00% |
| 30 Jun, 21 | 25.46% | 3.95% |
| 31 Mar, 21 | 25.39% | 3.87% |
| 31 Dec, 20 | 25.60% | 3.67% |
| 30 Sep, 20 | 26.42% | 3.57% |
| 30 Jun, 20 | 27.20% | 3.86% |
| 31 Mar, 20 | 26.54% | 3.85% |
| 31 Dec, 19 | 26.26% | 3.77% |
| 30 Sep, 19 | 26.40% | 3.92% |
| 30 Jun, 19 | 25.95% | 4.05% |
| 31 Mar, 19 | 25.32% | 3.73% |
| 31 Dec, 18 | 26.07% | 3.62% |
| 30 Sep, 18 | 26.84% | 3.55% |
| 30 Jun, 18 | 27.49% | 5.22% |
| 31 Mar, 18 | 22.95% | 7.27% |
| 31 Dec, 17 | 17.76% | 5.60% |
| 30 Sep, 17 | 17.82% | 5.88% |
| 30 Jun, 17 | 17.41% | 8.92% |
| 31 Mar, 17 | 13.97% | 7.43% |
| 31 Dec, 16 | 13.71% | 7.17% |
| 30 Sep, 16 | 13.83% | 6.57% |
| 30 Jun, 16 | 14.51% | 6.51% |
| 31 Mar, 16 | 14.93% | 8.59% |
| 31 Dec, 15 | 13.18% | 3.38% |
| 30 Sep, 15 | 19.76% | 10.28% |
| 30 Jun, 15 | 13.86% | 6.44% |
| 31 Mar, 15 | 14.67% | 7.00% |
| 31 Dec, 14 | 14.48% | 7.04% |
| 30 Sep, 14 | 14.34% | 7.01% |
| 30 Jun, 14 | 14.30% | 6.85% |
| 31 Mar, 14 | 14.45% | 7.66% |
| 31 Dec, 13 | 13.74% | 10.79% |
| 30 Sep, 13 | 11.29% | 10.12% |
| 30 Jun, 13 | 10.56% | 56.79% |
| 31 Mar, 13 | 4.31% | 13.44% |
| 31 Dec, 12 | 5.67% | 31.79% |
| 30 Sep, 12 | 4.22% | 16.79% |
| 30 Jun, 12 | 5.01% | 27.69% |
| 31 Mar, 12 | 4.26% | 18.67% |
| 31 Dec, 11 | 4.77% | 20.92% |
| 30 Sep, 11 | 4.78% | 15.36% |
| 30 Jun, 11 | 5.58% | 39.47% |
| 31 Mar, 11 | 3.76% | 47.54% |
| 31 Dec, 10 | 2.81% | 37.15% |
| 30 Sep, 10 | 2.75% | 41.82% |
| 30 Jun, 10 | 2.57% | 78.82% |
| 31 Mar, 10 | 1.80% | 83.85% |
| 31 Dec, 09 | 1.47% | 53.12% |
| 30 Sep, 09 | 1.66% | 49.64% |
| 30 Jun, 09 | 1.83% | 91.14% |
| 31 Mar, 09 | 1.42% | 50.05% |
| 31 Dec, 08 | 1.68% | 110.79% |
| 30 Sep, 08 | 1.23% | 32.45% |
| 30 Jun, 08 | 1.95% | 72.75% |
| 31 Mar, 08 | 1.64% | 0.02% |
| 31 Dec, 07 | 102.21% | 6241.56% |
| 30 Sep, 07 | 1.28% | 87.35% |
| 30 Jun, 07 | 1.21% | 204.04% |
| 31 Mar, 07 | 0.77% | 55.57% |
| 31 Dec, 06 | 1.18% | 88.15% |
| 30 Sep, 06 | 1.16% | 185.12% |
| 30 Jun, 06 | 0.79% | 87.52% |
| 31 Mar, 06 | 0.95% | 535.34% |
| 31 Dec, 05 | 0.42% | 114.90% |
| 30 Sep, 05 | 0.61% | 190.61% |
| 30 Jun, 05 | 0.56% | 164.08% |
| 31 Mar, 05 | 0.59% | 185.02% |
| 31 Dec, 04 | 0.56% | 323.65% |
| 30 Sep, 04 | 0.42% | 244.59% |
| 30 Jun, 04 | 0.41% | 439.82% |
| 31 Mar, 04 | 0.31% | 310.76% |
| 31 Dec, 03 | 0.31% | 161.45% |
| 30 Sep, 03 | 0.44% | 342.38% |
| 30 Jun, 03 | 0.36% | 146.55% |
| 31 Mar, 03 | 0.49% | 288.48% |
| 31 Dec, 02 | 0.41% | 429.63% |
| 30 Sep, 02 | 0.31% | 391.79% |
| 30 Jun, 02 | 0.28% | 1542.26% |
| 31 Mar, 02 | 0.14% | 993.57% |
| 31 Dec, 01 | 0.12% | 1003.99% |
| 30 Sep, 01 | 0.11% | 185.04% |
| 30 Jun, 01 | 0.24% | 2809.82% |
| 31 Mar, 01 | 0.09% | 759.87% |
| 31 Dec, 00 | 0.11% | 490.14% |
| 30 Sep, 00 | 0.15% | 625.10% |
| 30 Jun, 00 | 0.15% | 674.27% |
| 31 Mar, 00 | 0.15% | 148.78% |
| 31 Dec, 99 | 0.32% | 344.27% |
| 30 Sep, 99 | 0.30% | 373.05% |
| 30 Jun, 99 | 0.29% | 129.51% |
| 31 Mar, 99 | 0.47% | - |
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
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 229 | -0.87% |
| 31 Dec, 23 | 231 | 20.94% |
| 30 Sep, 23 | 191 | 7.30% |
| 30 Jun, 23 | 178 | -2.73% |
| 31 Mar, 23 | 183 | -11.59% |
| 31 Dec, 22 | 207 | 11.29% |
| 30 Sep, 22 | 186 | 8.77% |
| 30 Jun, 22 | 171 | -16.18% |
| 31 Mar, 22 | 204 | 9.09% |
| 31 Dec, 21 | 187 | 6.86% |
| 30 Sep, 21 | 175 | -11.62% |
| 30 Jun, 21 | 198 | -1.49% |
| 31 Mar, 21 | 201 | 6.35% |
| 31 Dec, 20 | 189 | 15.24% |
| 30 Sep, 20 | 164 | -5.75% |
| 30 Jun, 20 | 174 | -11.22% |
| 31 Mar, 20 | 196 | -12.50% |
| 31 Dec, 19 | 224 | 3.70% |
| 30 Sep, 19 | 216 | -4.85% |
| 30 Jun, 19 | 227 | 37.58% |
| 31 Mar, 19 | 165 | 5.10% |
| 31 Dec, 18 | 157 | -4.27% |
| 30 Sep, 18 | 164 | -34.14% |
| 30 Jun, 18 | 249 | 7.33% |
| 31 Mar, 18 | 232 | 81.25% |
| 31 Dec, 17 | 128 | 5.79% |
| 30 Sep, 17 | 121 | -37.95% |
| 30 Jun, 17 | 195 | 124.14% |
| 31 Mar, 17 | 87 | -13.00% |
| 31 Dec, 16 | 100 | -1.96% |
| 30 Sep, 16 | 102 | 14.61% |
| 30 Jun, 16 | 89 | -15.24% |
| 31 Mar, 16 | 105 | 23.53% |
| 31 Dec, 15 | 85 | 8.97% |
| 30 Sep, 15 | 78 | -4.88% |
| 30 Jun, 15 | 82 | -2.38% |
| 31 Mar, 15 | 84 | 40.00% |
| 31 Dec, 14 | 60 | -10.45% |
| 30 Sep, 14 | 67 | 24.07% |
| 30 Jun, 14 | 54 | -25.00% |
| 31 Mar, 14 | 72 | -41.46% |
| 31 Dec, 13 | 123 | 51.85% |
| 30 Sep, 13 | 81 | -6.90% |
| 30 Jun, 13 | 87 | 210.71% |
| 31 Mar, 13 | 28 | -24.32% |
| 31 Dec, 12 | 37 | 8.82% |
| 30 Sep, 12 | 34 | -24.44% |
| 30 Jun, 12 | 45 | 125.00% |
| 31 Mar, 12 | 20 | -42.86% |
| 31 Dec, 11 | 35 | 45.83% |
| 30 Sep, 11 | 24 | -41.46% |
| 30 Jun, 11 | 41 | 86.36% |
| 31 Mar, 11 | 22 | - |
| 31 Dec, 10 | 22 | 37.50% |
| 30 Sep, 10 | 16 | -46.67% |
| 30 Jun, 10 | 30 | 66.67% |
| 31 Mar, 10 | 18 | 50.00% |
| 31 Dec, 09 | 12 | 33.33% |
| 30 Sep, 09 | 9 | -50.00% |
| 30 Jun, 09 | 18 | 63.64% |
| 31 Mar, 09 | 11 | -26.67% |
| 31 Dec, 08 | 15 | -11.76% |
| 30 Sep, 08 | 17 | 13.33% |
| 30 Jun, 08 | 15 | 7.14% |
| 31 Mar, 08 | 14 | -36.36% |
| 31 Dec, 07 | 22 | 120.00% |
| 30 Sep, 07 | 10 | -37.50% |
| 30 Jun, 07 | 16 | 100.00% |
| 31 Mar, 07 | 8 | -50.00% |
| 31 Dec, 06 | 16 | 23.08% |
| 30 Sep, 06 | 13 | 18.18% |
| 30 Jun, 06 | 11 | -21.43% |
| 31 Mar, 06 | 14 | 100.00% |
| 31 Dec, 05 | 7 | 40.00% |
| 30 Sep, 05 | 5 | -50.00% |
| 30 Jun, 05 | 10 | 11.11% |
| 31 Mar, 05 | 9 | 12.50% |
| 31 Dec, 04 | 8 | 60.00% |
| 30 Sep, 04 | 5 | -28.57% |
| 30 Jun, 04 | 7 | 40.00% |
| 31 Mar, 04 | 5 | 150.00% |
| 31 Dec, 03 | 2 | -33.33% |
| 30 Sep, 03 | 3 | -40.00% |
| 30 Jun, 03 | 5 | 66.67% |
| 31 Mar, 03 | 3 | -40.00% |
| 31 Dec, 02 | 5 | 66.67% |
| 30 Sep, 02 | 3 | - |
| 30 Jun, 02 | 3 | -40.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | - |
| 30 Sep, 01 | 3 | 50.00% |
| 30 Jun, 01 | 2 | -33.33% |
| 31 Mar, 01 | 3 | 200.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | -66.67% |
| 30 Jun, 00 | 3 | 200.00% |
| 31 Mar, 00 | 1 | -66.67% |
| 31 Dec, 99 | 3 | 200.00% |
| 30 Sep, 99 | 1 | -50.00% |
| 30 Jun, 99 | 2 | -60.00% |
| 31 Mar, 99 | 5 | - |
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
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 166 | 7.10% |
| 31 Dec, 23 | 155 | -7.74% |
| 30 Sep, 23 | 168 | -6.15% |
| 30 Jun, 23 | 179 | 9.15% |
| 31 Mar, 23 | 164 | 10.07% |
| 31 Dec, 22 | 149 | -5.10% |
| 30 Sep, 22 | 157 | 3.29% |
| 30 Jun, 22 | 152 | 15.15% |
| 31 Mar, 22 | 132 | -0.75% |
| 31 Dec, 21 | 133 | 8.13% |
| 30 Sep, 21 | 123 | -3.15% |
| 30 Jun, 21 | 127 | -6.62% |
| 31 Mar, 21 | 136 | -3.55% |
| 31 Dec, 20 | 141 | -4.73% |
| 30 Sep, 20 | 148 | 1.37% |
| 30 Jun, 20 | 146 | 5.80% |
| 31 Mar, 20 | 138 | -5.48% |
| 31 Dec, 19 | 146 | 4.29% |
| 30 Sep, 19 | 140 | 12.00% |
| 30 Jun, 19 | 125 | 5.93% |
| 31 Mar, 19 | 118 | 8.26% |
| 31 Dec, 18 | 109 | -8.40% |
| 30 Sep, 18 | 119 | 250.00% |
| 30 Jun, 18 | 34 | 6.25% |
| 31 Mar, 18 | 32 | -61.45% |
| 31 Dec, 17 | 83 | 16.90% |
| 30 Sep, 17 | 71 | 610.00% |
| 30 Jun, 17 | 10 | -87.80% |
| 31 Mar, 17 | 82 | 20.59% |
| 31 Dec, 16 | 68 | 6.25% |
| 30 Sep, 16 | 64 | 4.92% |
| 30 Jun, 16 | 61 | 19.61% |
| 31 Mar, 16 | 51 | -17.74% |
| 31 Dec, 15 | 62 | 6.90% |
| 30 Sep, 15 | 58 | 11.54% |
| 30 Jun, 15 | 52 | 10.64% |
| 31 Mar, 15 | 47 | -25.40% |
| 31 Dec, 14 | 63 | 34.04% |
| 30 Sep, 14 | 47 | -22.95% |
| 30 Jun, 14 | 61 | 17.31% |
| 31 Mar, 14 | 52 | 136.36% |
| 31 Dec, 13 | 22 | -54.17% |
| 30 Sep, 13 | 48 | 118.18% |
| 30 Jun, 13 | 22 | 37.50% |
| 31 Mar, 13 | 16 | 6.67% |
| 31 Dec, 12 | 15 | 15.38% |
| 30 Sep, 12 | 13 | 225.00% |
| 30 Jun, 12 | 4 | -81.82% |
| 31 Mar, 12 | 22 | 22.22% |
| 31 Dec, 11 | 18 | 28.57% |
| 30 Sep, 11 | 14 | 55.56% |
| 30 Jun, 11 | 9 | - |
| 31 Mar, 11 | 9 | -18.18% |
| 31 Dec, 10 | 11 | 10.00% |
| 30 Sep, 10 | 10 | 400.00% |
| 30 Jun, 10 | 2 | -60.00% |
| 31 Mar, 10 | 5 | -37.50% |
| 31 Dec, 09 | 8 | 14.29% |
| 30 Sep, 09 | 7 | - |
| 30 Jun, 09 | 7 | - |
| 31 Mar, 09 | 7 | 16.67% |
| 31 Dec, 08 | 6 | 20.00% |
| 30 Sep, 08 | 5 | -37.50% |
| 30 Jun, 08 | 8 | -20.00% |
| 31 Mar, 08 | 10 | 150.00% |
| 31 Dec, 07 | 4 | -50.00% |
| 30 Sep, 07 | 8 | 166.67% |
| 30 Jun, 07 | 3 | -40.00% |
| 31 Mar, 07 | 5 | - |
| 31 Dec, 06 | 5 | - |
| 30 Sep, 06 | 5 | - |
| 30 Jun, 06 | 5 | 400.00% |
| 31 Mar, 06 | 1 | -50.00% |
| 31 Dec, 05 | 2 | -50.00% |
| 30 Sep, 05 | 4 | 300.00% |
| 30 Jun, 05 | 1 | -66.67% |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | - | -100.00% |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | -80.00% |
| 31 Mar, 04 | 5 | -16.67% |
| 31 Dec, 03 | 6 | 50.00% |
| 30 Sep, 03 | 4 | 100.00% |
| 30 Jun, 03 | 2 | -33.33% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | 100.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | - |
| 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
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 511 | 2.82% | 37,731,014 | 0.54% | 27.29% | 3.79% | 229 | -0.87% | 166 | 7.10% |
| 31 Dec, 23 | 497 | 6.88% | 37,528,268 | -0.61% | 26.85% | 3.54% | 231 | 20.94% | 155 | -7.74% |
| 30 Sep, 23 | 465 | -1.90% | 37,757,092 | -0.98% | 27.56% | 3.55% | 191 | 7.30% | 168 | -6.15% |
| 30 Jun, 23 | 474 | 3.95% | 38,132,505 | -0.03% | 27.85% | 3.57% | 178 | -2.73% | 179 | 9.15% |
| 31 Mar, 23 | 456 | 1.79% | 38,142,859 | 0.85% | 27.91% | 3.64% | 183 | -11.59% | 164 | 10.07% |
| 31 Dec, 22 | 448 | 2.75% | 37,821,444 | 2.11% | 27.68% | 3.73% | 207 | 11.29% | 149 | -5.10% |
| 30 Sep, 22 | 436 | 5.83% | 37,041,397 | 0.41% | 27.23% | 3.70% | 186 | 8.77% | 157 | 3.29% |
| 30 Jun, 22 | 412 | -4.19% | 36,891,024 | -2.36% | 27.13% | 3.51% | 171 | -16.18% | 152 | 15.15% |
| 31 Mar, 22 | 430 | 4.62% | 37,782,512 | 4.94% | 27.80% | 3.93% | 204 | 9.09% | 132 | -0.75% |
| 31 Dec, 21 | 411 | 2.49% | 36,003,741 | 2.65% | 26.58% | 3.96% | 187 | 6.86% | 133 | 8.13% |
| 30 Sep, 21 | 401 | -6.31% | 35,074,387 | 1.81% | 25.92% | 4.00% | 175 | -11.62% | 123 | -3.15% |
| 30 Jun, 21 | 428 | -0.70% | 34,449,219 | 0.36% | 25.46% | 3.95% | 198 | -1.49% | 127 | -6.62% |
| 31 Mar, 21 | 431 | 2.38% | 34,325,678 | -0.68% | 25.39% | 3.87% | 201 | 6.35% | 136 | -3.55% |
| 31 Dec, 20 | 421 | 5.51% | 34,562,200 | -2.90% | 25.60% | 3.67% | 189 | 15.24% | 141 | -4.73% |
| 30 Sep, 20 | 399 | 0.76% | 35,595,596 | -2.81% | 26.42% | 3.57% | 164 | -5.75% | 148 | 1.37% |
| 30 Jun, 20 | 396 | -1.25% | 36,623,378 | 2.58% | 27.20% | 3.86% | 174 | -11.22% | 146 | 5.80% |
| 31 Mar, 20 | 401 | -12.64% | 35,700,664 | 1.19% | 26.54% | 3.85% | 196 | -12.50% | 138 | -5.48% |
| 31 Dec, 19 | 459 | 4.32% | 35,279,447 | 0.01% | 26.26% | 3.77% | 224 | 3.70% | 146 | 4.29% |
| 30 Sep, 19 | 440 | 8.64% | 35,276,069 | 1.98% | 26.40% | 3.92% | 216 | -4.85% | 140 | 12.00% |
| 30 Jun, 19 | 405 | 19.12% | 34,590,442 | 2.75% | 25.95% | 4.05% | 227 | 37.58% | 125 | 5.93% |
| 31 Mar, 19 | 340 | 4.62% | 33,663,853 | -2.87% | 25.32% | 3.73% | 165 | 5.10% | 118 | 8.26% |
| 31 Dec, 18 | 325 | -1.81% | 34,657,875 | -1.97% | 26.07% | 3.62% | 157 | -4.27% | 109 | -8.40% |
| 30 Sep, 18 | 331 | 14.53% | 35,354,513 | -2.88% | 26.84% | 3.55% | 164 | -34.14% | 119 | 250.00% |
| 30 Jun, 18 | 289 | 7.84% | 36,403,143 | 20.13% | 27.49% | 5.22% | 249 | 7.33% | 34 | 6.25% |
| 31 Mar, 18 | 268 | 2.29% | 30,302,734 | 29.27% | 22.95% | 7.27% | 232 | 81.25% | 32 | -61.45% |
| 31 Dec, 17 | 262 | 11.97% | 23,441,040 | 0.48% | 17.76% | 5.60% | 128 | 5.79% | 83 | 16.90% |
| 30 Sep, 17 | 234 | 11.96% | 23,328,727 | 1.82% | 17.82% | 5.88% | 121 | -37.95% | 71 | 610.00% |
| 30 Jun, 17 | 209 | 0.48% | 22,911,065 | 24.71% | 17.41% | 8.92% | 195 | 124.14% | 10 | -87.80% |
| 31 Mar, 17 | 208 | 2.97% | 18,371,935 | 1.98% | 13.97% | 7.43% | 87 | -13.00% | 82 | 20.59% |
| 31 Dec, 16 | 202 | 5.76% | 18,014,583 | -0.04% | 13.71% | 7.17% | 100 | -1.96% | 68 | 6.25% |
| 30 Sep, 16 | 191 | -1.55% | 18,022,606 | -4.97% | 13.83% | 6.57% | 102 | 14.61% | 64 | 4.92% |
| 30 Jun, 16 | 194 | 8.38% | 18,965,321 | -2.76% | 14.51% | 6.51% | 89 | -15.24% | 61 | 19.61% |
| 31 Mar, 16 | 179 | 2.29% | 19,503,215 | 13.31% | 14.93% | 8.59% | 105 | 23.53% | 51 | -17.74% |
| 31 Dec, 15 | 175 | 10.06% | 17,212,113 | -32.89% | 13.18% | 3.38% | 85 | 8.97% | 62 | 6.90% |
| 30 Sep, 15 | 159 | -2.45% | 25,646,557 | 42.00% | 19.76% | 10.28% | 78 | -4.88% | 58 | 11.54% |
| 30 Jun, 15 | 163 | 7.24% | 18,060,824 | -5.36% | 13.86% | 6.44% | 82 | -2.38% | 52 | 10.64% |
| 31 Mar, 15 | 152 | 4.11% | 19,084,524 | 1.34% | 14.67% | 7.00% | 84 | 40.00% | 47 | -25.40% |
| 31 Dec, 14 | 146 | 2.10% | 18,831,837 | 1.39% | 14.48% | 7.04% | 60 | -10.45% | 63 | 34.04% |
| 30 Sep, 14 | 143 | -0.69% | 18,573,931 | 0.07% | 14.34% | 7.01% | 67 | 24.07% | 47 | -22.95% |
| 30 Jun, 14 | 144 | -2.04% | 18,561,060 | -0.93% | 14.30% | 6.85% | 54 | -25.00% | 61 | 17.31% |
| 31 Mar, 14 | 147 | 0.68% | 18,735,655 | 5.21% | 14.45% | 7.66% | 72 | -41.46% | 52 | 136.36% |
| 31 Dec, 13 | 146 | 0.69% | 17,807,197 | 22.66% | 13.74% | 10.79% | 123 | 51.85% | 22 | -54.17% |
| 30 Sep, 13 | 145 | 20.83% | 14,517,732 | 6.17% | 11.29% | 10.12% | 81 | -6.90% | 48 | 118.18% |
| 30 Jun, 13 | 120 | 114.29% | 13,674,223 | 145.28% | 10.56% | 56.79% | 87 | 210.71% | 22 | 37.50% |
| 31 Mar, 13 | 56 | -5.08% | 5,574,907 | -23.66% | 4.31% | 13.44% | 28 | -24.32% | 16 | 6.67% |
| 31 Dec, 12 | 59 | 3.51% | 7,302,840 | 36.15% | 5.67% | 31.79% | 37 | 8.82% | 15 | 15.38% |
| 30 Sep, 12 | 57 | 16.33% | 5,363,868 | -16.78% | 4.22% | 16.79% | 34 | -24.44% | 13 | 225.00% |
| 30 Jun, 12 | 49 | -5.77% | 6,445,387 | 17.93% | 5.01% | 27.69% | 45 | 125.00% | 4 | -81.82% |
| 31 Mar, 12 | 52 | -11.86% | 5,465,578 | -10.28% | 4.26% | 18.67% | 20 | -42.86% | 22 | 22.22% |
| 31 Dec, 11 | 59 | 20.41% | 6,092,016 | 1.83% | 4.77% | 20.92% | 35 | 45.83% | 18 | 28.57% |
| 30 Sep, 11 | 49 | -2.00% | 5,982,820 | -15.56% | 4.78% | 15.36% | 24 | -41.46% | 14 | 55.56% |
| 30 Jun, 11 | 50 | 28.21% | 7,084,957 | 49.33% | 5.58% | 39.47% | 41 | 86.36% | 9 | - |
| 31 Mar, 11 | 39 | 2.63% | 4,744,542 | 33.67% | 3.76% | 47.54% | 22 | - | 9 | -18.18% |
| 31 Dec, 10 | 38 | 22.58% | 3,549,341 | 3.24% | 2.81% | 37.15% | 22 | 37.50% | 11 | 10.00% |
| 30 Sep, 10 | 31 | -3.13% | 3,437,815 | 7.19% | 2.75% | 41.82% | 16 | -46.67% | 10 | 400.00% |
| 30 Jun, 10 | 32 | 14.29% | 3,207,353 | 42.60% | 2.57% | 78.82% | 30 | 66.67% | 2 | -60.00% |
| 31 Mar, 10 | 28 | 12.00% | 2,249,175 | 22.99% | 1.80% | 83.85% | 18 | 50.00% | 5 | -37.50% |
| 31 Dec, 09 | 25 | 19.05% | 1,828,789 | -12.28% | 1.47% | 53.12% | 12 | 33.33% | 8 | 14.29% |
| 30 Sep, 09 | 21 | -19.23% | 2,084,690 | -8.88% | 1.66% | 49.64% | 9 | -50.00% | 7 | - |
| 30 Jun, 09 | 26 | 23.81% | 2,287,800 | 28.22% | 1.83% | 91.14% | 18 | 63.64% | 7 | - |
| 31 Mar, 09 | 21 | -4.55% | 1,784,301 | -15.79% | 1.42% | 50.05% | 11 | -26.67% | 7 | 16.67% |
| 31 Dec, 08 | 22 | -12.00% | 2,118,920 | 40.22% | 1.68% | 110.79% | 15 | -11.76% | 6 | 20.00% |
| 30 Sep, 08 | 25 | - | 1,511,121 | -38.11% | 1.23% | 32.45% | 17 | 13.33% | 5 | -37.50% |
| 30 Jun, 08 | 25 | -10.71% | 2,441,635 | 19.49% | 1.95% | 72.75% | 15 | 7.14% | 8 | -20.00% |
| 31 Mar, 08 | 28 | -6.67% | 2,043,439 | -98.40% | 1.64% | 0.02% | 14 | -36.36% | 10 | 150.00% |
| 31 Dec, 07 | 30 | 25.00% | 127,619,895 | 8237.62% | 102.21% | 6241.56% | 22 | 120.00% | 4 | -50.00% |
| 30 Sep, 07 | 24 | - | 1,530,652 | 3.70% | 1.28% | 87.35% | 10 | -37.50% | 8 | 166.67% |
| 30 Jun, 07 | 24 | 14.29% | 1,476,006 | 57.72% | 1.21% | 204.04% | 16 | 100.00% | 3 | -40.00% |
| 31 Mar, 07 | 21 | -19.23% | 935,848 | -34.58% | 0.77% | 55.57% | 8 | -50.00% | 5 | - |
| 31 Dec, 06 | 26 | 18.18% | 1,430,498 | 6.13% | 1.18% | 88.15% | 16 | 23.08% | 5 | - |
| 30 Sep, 06 | 22 | 15.79% | 1,347,889 | 42.95% | 1.16% | 185.12% | 13 | 18.18% | 5 | - |
| 30 Jun, 06 | 19 | -5.00% | 942,923 | -15.65% | 0.79% | 87.52% | 11 | -21.43% | 5 | 400.00% |
| 31 Mar, 06 | 20 | 81.82% | 1,117,911 | 125.54% | 0.95% | 535.34% | 14 | 100.00% | 1 | -50.00% |
| 31 Dec, 05 | 11 | -15.38% | 495,654 | -28.58% | 0.42% | 114.90% | 7 | 40.00% | 2 | -50.00% |
| 30 Sep, 05 | 13 | -13.33% | 694,037 | 5.63% | 0.61% | 190.61% | 5 | -50.00% | 4 | 300.00% |
| 30 Jun, 05 | 15 | 15.38% | 657,042 | -3.36% | 0.56% | 164.08% | 10 | 11.11% | 1 | -66.67% |
| 31 Mar, 05 | 13 | 30.00% | 679,858 | 4.13% | 0.59% | 185.02% | 9 | 12.50% | 3 | - |
| 31 Dec, 04 | 10 | 42.86% | 652,884 | 28.45% | 0.56% | 323.65% | 8 | 60.00% | - | -100.00% |
| 30 Sep, 04 | 7 | -12.50% | 508,264 | 7.34% | 0.42% | 244.59% | 5 | -28.57% | 1 | - |
| 30 Jun, 04 | 8 | -20.00% | 473,512 | 36.47% | 0.41% | 439.82% | 7 | 40.00% | 1 | -80.00% |
| 31 Mar, 04 | 10 | 11.11% | 346,961 | -2.42% | 0.31% | 310.76% | 5 | 150.00% | 5 | -16.67% |
| 31 Dec, 03 | 9 | - | 355,564 | -26.50% | 0.31% | 161.45% | 2 | -33.33% | 6 | 50.00% |
| 30 Sep, 03 | 9 | 28.57% | 483,776 | 22.26% | 0.44% | 342.38% | 3 | -40.00% | 4 | 100.00% |
| 30 Jun, 03 | 7 | - | 395,695 | -27.37% | 0.36% | 146.55% | 5 | 66.67% | 2 | -33.33% |
| 31 Mar, 03 | 7 | 40.00% | 544,779 | 19.49% | 0.49% | 288.48% | 3 | -40.00% | 3 | - |
| 31 Dec, 02 | 5 | 25.00% | 455,937 | 40.51% | 0.41% | 429.63% | 5 | 66.67% | - | -100.00% |
| 30 Sep, 02 | 4 | - | 324,477 | 5.21% | 0.31% | 391.79% | 3 | - | 1 | - |
| 30 Jun, 02 | 4 | -20.00% | 308,414 | 108.82% | 0.28% | 1542.26% | 3 | -40.00% | 1 | - |
| 31 Mar, 02 | 5 | 66.67% | 147,691 | 15.85% | 0.14% | 993.57% | 5 | 66.67% | - | - |
| 31 Dec, 01 | 3 | -25.00% | 127,487 | 18.00% | 0.12% | 1003.99% | 3 | - | - | -100.00% |
| 30 Sep, 01 | 4 | -20.00% | 108,040 | -55.85% | 0.11% | 185.04% | 3 | 50.00% | 1 | -50.00% |
| 30 Jun, 01 | 5 | - | 244,736 | 161.48% | 0.24% | 2809.82% | 2 | -33.33% | 2 | 100.00% |
| 31 Mar, 01 | 5 | 66.67% | 93,597 | -16.11% | 0.09% | 759.87% | 3 | 200.00% | 1 | - |
| 31 Dec, 00 | 3 | - | 111,570 | -13.09% | 0.11% | 490.14% | 1 | - | 1 | - |
| 30 Sep, 00 | 3 | -25.00% | 128,380 | -8.97% | 0.15% | 625.10% | 1 | -66.67% | 1 | - |
| 30 Jun, 00 | 4 | 33.33% | 141,025 | 2.35% | 0.15% | 674.27% | 3 | 200.00% | 1 | - |
| 31 Mar, 00 | 3 | -25.00% | 137,791 | -52.51% | 0.15% | 148.78% | 1 | -66.67% | 1 | - |
| 31 Dec, 99 | 4 | 33.33% | 290,165 | 32.12% | 0.32% | 344.27% | 3 | 200.00% | 1 | - |
| 30 Sep, 99 | 3 | -50.00% | 219,621 | -20.27% | 0.30% | 373.05% | 1 | -50.00% | 1 | -66.67% |
| 30 Jun, 99 | 6 | 20.00% | 275,467 | -24.95% | 0.29% | 129.51% | 2 | -60.00% | 3 | - |
| 31 Mar, 99 | 5 | - | 367,037 | - | 0.47% | - | 5 | - | - | - |
HEICO Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 1 | 3 | 33.33% |
| Q4 2023 | - | 17 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 16 | 8 | 200.00% |
| Q1 2023 | 22 | 23 | 95.65% |
| Q4 2022 | 2 | 9 | 22.22% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 1 | - |
| Q3 2021 | 1 | - | - |
| Q4 2018 | 1 | - | - |
| Q3 2018 | - | 1 | - |
| Q3 2017 | 1 | 2 | 50.00% |
| Q4 2016 | - | - | - |
| Q3 2015 | 1 | - | - |
| Q4 2014 | 1 | - | - |
| Q1 2014 | - | 1 | - |
| Q2 2013 | 2 | - | - |
| Q4 2012 | 4 | 2 | 200.00% |
| Q2 2012 | 1 | 2 | 50.00% |
| Q1 2011 | - | - | - |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by HEICO's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 11 | 2 | 550.00% |
| Q1 2023 | 10 | 5 | 200.00% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q3 2021 | 1 | - | - |
| Q4 2018 | 1 | - | - |
| Q3 2018 | - | 1 | - |
| Q3 2017 | 1 | 1 | 100.00% |
| Q4 2016 | - | - | - |
| Q3 2015 | 1 | - | - |
| Q4 2014 | 1 | - | - |
| Q1 2014 | - | 1 | - |
| Q2 2013 | - | 1 | - |
| Q4 2012 | 1 | - | - |
| Q2 2012 | - | 1 | - |
| Q1 2011 | - | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of HEICO's stocks.
HEICO Peer Ownership
| Ticker | Company |
|---|---|
| MRCY | Mercury Systems, Inc. |
| AXON | Axon Enterprise, Inc. |
| AVAV | AeroVironment, Inc. |
| NOC | Northrop Grumman Corporation |
| KTOS | Kratos Defense & Security Solutions, Inc. |
| LHX | L3Harris Technologies, Inc. |
| EVEX | Eve Holding, Inc. |
| RTX | Raytheon Technologies Corporation |
| GD | General Dynamics Corporation |
| HII | Huntington Ingalls Industries, Inc. |
| LMT | Lockheed Martin Corporation |
| CW | Curtiss-Wright Corporation |
| HXL | Hexcel Corporation |
| HWM | Howmet Aerospace Inc. |
HEI Ownership FAQ
Who Owns HEICO?
HEICO is owned by institutional shareholders (27.29%), insiders (22.79%), and public (49.92%). The largest institutional shareholder of HEICO is BLACKROCK INC. (3.56% of total shares) and the top mutual fund owner is Transparent Value Trust (3.15% of total shares).
Who are the major institutional shareholders of HEICO?
HEICO's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, CAPITAL INTERNATIONAL INVESTORS, and LAZARD ASSET MANAGEMENT LLC. The top five shareholders own together 11.18% of the company's share outstanding.
How many HEICO shareholders are there?
As of Mar 2024, there are 511 institutional shareholders of HEICO.
What percentage of HEICO is owned by BLACKROCK INC?
BLACKROCK INC owns 4.92M shares of HEICO, representing 3.56% of the company's total shares outstanding, valued at $940.13M (as of Mar 2024).
What percentage of HEICO is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 3.62M shares of HEICO (HEI), compromising 2.62% of the company, valued at $691.19M.
What percentage of HEICO is owned by CAPITAL WORLD INVESTORS?
CAPITAL WORLD INVESTORS is the third largest holder of HEICO. The company owns 3.23M of the company's shares outstanding (worth $615.99M).