HEICO Ownership | Who Owns HEICO?
HEICO Ownership Summary
HEICO is owned by 27.13% institutional investors, 22.95% insiders, and 49.92% retail investors. Blackrock is the largest institutional shareholder, holding 3.49% of HEI shares. American Funds Growth Fund of Amer A is the top mutual fund, with 1.36% of its assets in HEICO shares.
HEI Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | HEICO | 27.13% | 22.95% | 49.92% |
Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Industry | Defense Stocks | 55.75% | 11.07% | 33.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 4.83M | 3.49% | $1.08B |
Capital world investors | 3.74M | 2.70% | $836.76M |
Vanguard group | 3.71M | 2.68% | $829.95M |
Capital investors | 2.11M | 1.53% | $472.91M |
Lazard asset management | 1.50M | 1.08% | $335.69M |
State street | 1.49M | 1.08% | $334.13M |
Riverbridge partners | 1.00M | 0.72% | $223.81M |
Agf management | 949.95K | 0.69% | $212.42M |
American century companies | 873.60K | 0.63% | $195.35M |
Morgan stanley | 799.68K | 0.58% | $178.82M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Stone run capital | 42.69K | 3.81% | $9.55M |
Cutter & co brokerage | 60.84K | 3.30% | $13.60M |
Riverbridge partners | 1.00M | 3.04% | $223.81M |
Alpine peaks capital, lp | 20.43K | 2.81% | $4.57M |
Telemark asset management | 140.00K | 2.72% | $31.31M |
Vantage investment partners | 120.71K | 2.45% | $26.99M |
Eulav asset management | 382.99K | 2.31% | $85.64M |
Mar vista investment partners | 199.05K | 2.19% | $44.51M |
Carderock capital management | 36.29K | 2.12% | $8.12M |
Minichmacgregor wealth management | 34.51K | 1.88% | $7.72M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital world investors | 3.74M | 0.14% | 516.96K |
Agf management | 949.95K | 1.18% | 362.63K |
Ubs asset management americas | 509.71K | 0.03% | 333.86K |
American century companies | 873.60K | 0.12% | 177.51K |
Nzs capital | 136.86K | 1.26% | 136.86K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Baird financial group | 307.35K | 0.14% | -240.87K |
Lazard asset management | 1.50M | 0.42% | -171.84K |
Zeno equity partners llp | - | - | -161.57K |
Ameriprise financial | 83.83K | 0.01% | -149.17K |
Ensign peak advisors | 7.72K | 0.00% | -146.13K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Nzs capital | 136.86K | 1.26% | 136.86K | $30.60M |
Lord, abbett | 124.60K | 0.09% | 124.60K | $27.86M |
Vantage investment partners | 120.71K | 2.45% | 120.71K | $26.99M |
Norges bank | 65.78K | 0.00% | 65.78K | $14.71M |
Barclays | 34.00K | 0.00% | 34.00K | $7.60M |
Sold Out
Holder | Change |
---|---|
Rakuten securities | -1.00 |
Abound wealth management | -1.00 |
Lifesteps financial | -2.00 |
Householder group estate & retirement specialist | -3.00 |
Crewe advisors | -4.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 595 | 7.01% | 37,582,876 | -3.35% | 27 | 3.44% | 255 | -6.93% | 203 | 12.15% |
Jun 30, 2024 | 548 | 4.18% | 38,846,742 | 1.66% | 28 | 3.68% | 270 | 12.97% | 179 | 5.29% |
Mar 31, 2024 | 526 | 3.75% | 38,211,417 | 1.67% | 27 | 3.74% | 239 | 2.58% | 170 | 6.92% |
Dec 31, 2023 | 507 | 7.42% | 37,583,280 | -0.67% | 27 | 3.62% | 233 | 20.10% | 159 | -5.92% |
Sep 30, 2023 | 472 | -2.07% | 37,835,050 | -1.05% | 27 | 3.52% | 194 | 7.78% | 169 | -7.14% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds Growth Fund of Amer A | 1.89M | 1.36% | - |
Capital Group Growth Fnd of Amer Comp | 1.89M | 1.36% | - |
Capital Group New Perspective Comp | 1.63M | 1.18% | 150.00K |
American Funds New Perspective A | 1.63M | 1.18% | 150.00K |
BlackRock Mid-Cap Growth Equity Instl | 1.15M | 0.83% | -93.11K |
Vanguard Mid Cap Index Institutional | 872.69K | 0.63% | 2.00K |
Vanguard Windsor™ II Inv | 815.73K | 0.59% | -169.42K |
Capital Group Wash Mutual Invtrs Comp | 771.61K | 0.56% | - |
American Funds Washington Mutual A | 771.61K | 0.56% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 746.89K | 0.54% | -7.31K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 02, 2024 | Schwitter Frank J | - | Sell | $97.93K |
Dec 27, 2023 | Neitzel Julie | - | Sell | $260.34K |
Oct 17, 2023 | MENDELSON LAURANS A | COB and CEO | Sell | $3.90M |
Oct 18, 2023 | MENDELSON LAURANS A | COB and CEO | Sell | $252.83K |
Sep 12, 2023 | SCHRIESHEIM ALAN | - | Sell | $328.46K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q1 | - | 1 |
2023 Q4 | - | 3 |
2023 Q3 | - | 1 |
2023 Q2 | 11 | 2 |
2023 Q1 | 10 | 5 |
HEI Ownership FAQ
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