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HEICO Corporation shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in HEICO Corporation

Tip: Access up to 7 years of quarterly data

All positions including HEICO Corporation held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HEICO Corporation by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $533k 2.0k 261.50
2024-03-31 $898k 4.7k 191.01
2023-12-31 $943k 5.3k 178.87
2022-12-31 $1.2M 7.7k 153.64
2022-09-30 $1.2M 8.1k 143.98

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Top funds holding HEICO Corporation

BlackRock
BlackRock
Capital World Investors
Vanguard Group
State Street Corporation
Capital Research and Management Company - Division 3
Lazard Asset Management
Agf Management
Riverbrige Partners
Morgan Stanley
Geode Capital Management
American Century Companies
Federated Investors
Charles Schwab Investment Management
Invesco

View all funds holding HEICO Corporation