Heico Corp (HEI) Institutional Ownership

Ownership Summary

Heico Corp (NYSE:HEI) currently has 22 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Heico saw its institutional ownership percentage fell to 0.2% in December 2025 from 27.8% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by -9.15%, with a year-over-year a decrease of 96.35% in the count of filers.
• A review of institutional activity for Heico shows 12 of 22 filers increasing their positions, while 5 reduced their stake, and 5 remained unchanged.
• The aggregate institutional position in Heico now stands at 323.08K shares as of December 2025, after investors decreased their holdings (down by 32.56K shares quarter on quarter which is down 38.59Mn shares year over year).
• CONGRESS ASSET MANAGEMENT CO continues to be the largest institutional holder of Heico as of December 31, 2025, with a position of 223.30K shares, representing 0.16% of the company's outstanding stock.
• Among the most significant buyers of Heico during December 2025 were SG Americas Securities, LLC (14.03K), Procyon Advisors, LLC (726), Maridea Wealth Management LLC (673), Union Bancaire Privee, UBP SA (452), CARDEROCK CAPITAL MANAGEMENT INC (335).
• Leading sellers of Heico stock in December 2025 included CONGRESS ASSET MANAGEMENT CO (49.19K), GAMMA Investing LLC (112), THREADGILL FINANCIAL, LLC (15), True Wealth Design, LLC (1), MassMutual Private Wealth & Trust, FSB (1).
• The top 10 institutional holders of Heico for the quarter ending December 2025 included CONGRESS ASSET MANAGEMENT CO (223.30K), CARDEROCK CAPITAL MANAGEMENT INC (37.31K), DUDLEY & SHANLEY, INC. (19.50K), SG Americas Securities, LLC (16.94K), PARK AVENUE SECURITIES LLC (6.43K), Union Bancaire Privee, UBP SA (4.67K), THREADGILL FINANCIAL, LLC (3.77K), Value Partners Investments Inc. (2.80K), Maridea Wealth Management LLC (2.31K), GAMMA Investing LLC (1.70K).