Heico Corp
HEI.A- Exchange
- NYSE
- Industry
- Aircraft Engines & Engine Parts
- SEC CIK
- 0000046619
No open-market purchases or sales by Heico Corp insiders were filed in the last 90 days; 668 institutions reported holding it in 13F filings for Q2 2026, worth $18.0B in total; 3 superinvestors hold it, including Giverny Capital and Markel Group.
Other share classesHEI
13F holders, Q3 2022
Institutional positions in Heico Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 366
- +5 vs. Q2 2022
- Shares held
- 77.9M
- −3.83M (−4.7%) vs. Q2 2022
- Total value
- $8.93B
- +$319.0M (+3.7%) vs. Q2 2022
- New holders
- 39
- 137 more added
- Sold out
- 34
- 129 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEI.A on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 668 | $18.0B |
| Q1 2026 | 621 | $14.6B |
| Q4 2025 | 616 | $17.7B |
| Q3 2025 | 584 | $17.5B |
| Q2 2025 | 568 | $19.6B |
| Q1 2025 | 544 | $15.8B |
| Q4 2024 | 502 | $13.8B |
| Q3 2024 | 503 | $15.1B |
| Q2 2024 | 456 | $13.3B |
| Q1 2024 | 431 | $11.6B |
| Q4 2023 | 430 | $10.2B |
| Q3 2023 | 399 | $9.32B |
| Q2 2023 | 392 | $10.0B |
| Q1 2023 | 396 | $9.95B |
| Q4 2022 | 395 | $9.47B |
| Q3 2022 | 366 | $8.93B |
| Q2 2022 | 362 | $8.61B |
| Q1 2022 | 370 | $9.42B |
| Q4 2021 | 364 | $8.60B |
| Q3 2021 | 328 | $7.89B |
| Q2 2021 | 343 | $8.30B |
| Q1 2021 | 327 | $7.61B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 4 | $0 | 0.00% | −65−94.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.00K | 0.00% | +3+21.4% | Added |
| Axiom Investment Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $3.00K | 0.00% | +2+7.1% | Added |
| Parkside Financial Bank & Trust | 28 | $3.00K | 0.00% | +14+100.0% | Added |
| Massmutual Trust Co FSB | 22 | $3.00K | 0.00% | +9+69.2% | Added |
| Earnest Partners LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $4.00K | 0.00% | +13+54.2% | Added |
| Northwestern Mutual Wealth Management Co | 44 | $5.00K | 0.00% | +8+22.2% | Added |
| FourThought Financial, LLC | 55 | $6.00K | 0.00% | −8−12.7% | Reduced |
| Allworth Financial LP | 56 | $6.00K | 0.00% | +1+1.8% | Added |
| Smithfield Trust Co | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 48 | $6.00K | 0.00% | +13+37.1% | Added |
| Global Retirement Partners, LLC | 58 | $7.00K | 0.00% | −10−14.7% | Reduced |
| FinTrust Capital Advisors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 65 | $7.00K | 0.00% | +65 | New |
| Bartlett & Co. Wealth Management LLC | 85 | $9.74K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 93 | $11.0K | 0.00% | +84+933.3% | Added |
| Capital Advisors, Ltd. LLC | 102 | $12.0K | 0.00% | −4−3.8% | Reduced |
| Wipfli Financial Advisors LLC, | 106 | $12.0K | 0.00% | +106 | New |
| Absolute Capital Management, LLC | 123 | $14.1K | 0.02% | +123 | New |
| Harvest Fund Management Co., Ltd | 131 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 142 | $16.0K | 0.00% | −298−67.7% | Reduced |
| Private Trust Co NA | 185 | $21.0K | 0.00% | −8−4.1% | Reduced |
| TD Private Client Wealth LLC | 197 | $22.6K | 0.00% | −16−7.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 205 | $23.0K | 0.00% | −27−11.6% | Reduced |
| Signaturefd, LLC | 203 | $23.0K | 0.00% | +198+3,960.0% | Added |
| Harbour Investments, Inc. | 244 | $26.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 237 | $27.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 245 | $28.1K | 0.00% | −106−30.2% | Reduced |
| CWM, LLC | 286 | $33.0K | 0.00% | +161+128.8% | Added |
| IFP Advisors, Inc | 258 | $34.0K | 0.00% | +17+7.1% | Added |
| Wolff Wiese Magana LLC | 296 | $34.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 383 | $44.0K | 0.00% | +335+697.9% | Added |
| Meeder Asset Management Inc | 392 | $45.0K | 0.00% | +1+0.3% | Added |
| CVA Family Office, LLC | 422 | $48.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 430 | $49.0K | 0.00% | −137−24.2% | Reduced |
| State of Wyoming | 461 | $53.0K | 0.03% | −5−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 461 | $53.0K | 0.00% | +16+3.6% | Added |
| Spire Wealth Management | 491 | $56.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $58.0K | 0.01% | +6+1.2% | Added |
| Whittier Trust Co | 512 | $59.0K | 0.00% | +187+57.5% | Added |
| First Manhattan Co | 600 | $68.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 620 | $71.1K | 0.00% | +153+32.8% | Added |
| Kelly Financial Services LLC | 642 | $73.6K | 0.04% | −76−10.6% | Reduced |
| EverSource Wealth Advisors, LLC | 646 | $74.0K | 0.02% | −364−36.0% | Reduced |
| Acadian Asset Management LLC | 685 | $78.0K | 0.00% | +685 | New |
| Covestor Ltd | 678 | $78.0K | 0.07% | +678 | New |
| Eagle Bay Advisors LLC | 741 | $85.0K | 0.05% | +177+31.4% | Added |
| Rockefeller Capital Management L.P. | 804 | $92.0K | 0.00% | +292+57.0% | Added |
| Ossiam | 824 | $94.0K | 0.00% | +824 | New |
| Whittier Trust Co of Nevada Inc | 830 | $95.0K | 0.00% | +830 | New |
| Pinnacle Financial Partners Inc | 901 | $103.0K | 0.00% | +901 | New |
| First Horizon Advisors, Inc. | 952 | $108.0K | 0.00% | −130−12.0% | Reduced |
| Schroder Investment Management Group | 1,036 | $118.0K | 0.00% | −94−8.3% | Reduced |
| Dark Forest Capital Management LP | 1,054 | $121.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 1,211 | $139.0K | 0.00% | +4+0.3% | Added |
| Umb Bank N A | 1,272 | $146.0K | 0.00% | −1,156−47.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,281 | $147.0K | 0.02% | +119+10.2% | Added |
| Roble, Belko & Company, Inc | 1,362 | $156.0K | 0.04% | +1,362 | New |
| Banque Cantonale Vaudoise | 1,700 | $194.0K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $201.0K | 0.13% | +1,750 | New |
| Ballentine Partners, LLC | 1,765 | $202.0K | 0.01% | +1,765 | New |
| ICA Group Wealth Management, LLC | 1,776 | $204.0K | 0.04% | −58−3.2% | Reduced |
| RKL Wealth Management LLC | 1,780 | $204.0K | 0.03% | +1,780 | New |
| Exencial Wealth Advisors, LLC | 1,785 | $205.0K | 0.01% | +1,785 | New |
| Tokio Marine Asset Management Co Ltd | 1,799 | $206.0K | 0.02% | +1,799 | New |
| Wasatch Advisors Inc | 1,825 | $209.0K | 0.00% | −250,739−99.3% | Reduced |
| Glenmede Trust Co NA | 1,928 | $220.0K | 0.00% | +186+10.7% | Added |
| Oppenheimer & Co Inc | 1,952 | $224.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,012 | $231.0K | 0.03% | −235−10.5% | Reduced |
| LRT Capital Management, LLC | 2,023 | $232.0K | 0.16% | +2,023 | New |
| HBK Sorce Advisory LLC | 2,043 | $234.0K | 0.02% | +2,043 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,051 | $235.0K | 0.00% | +2,051 | New |
| FDx Advisors, Inc. | 2,100 | $241.0K | 0.01% | −37−1.7% | Reduced |
| J2 Capital Management Inc | 2,160 | $248.0K | 0.47% | +43+2.0% | Added |
| Creative Planning | 2,162 | $248.0K | 0.00% | +211+10.8% | Added |
| ExodusPoint Capital Management, LP | 2,201 | $252.0K | 0.00% | +2,201 | New |
| Swiss Life Asset Management Ltd | 2,210 | $253.1K | 0.00% | −135−5.8% | Reduced |
| Prospera Financial Services Inc | 2,295 | $263.0K | 0.01% | +1,125+96.2% | Added |
| Moody Aldrich Partners LLC | 2,317 | $266.0K | 0.05% | −4−0.2% | Reduced |
| Captrust Financial Advisors | 2,318 | $266.0K | 0.00% | +14+0.6% | Added |
| Private Wealth Group, LLC | 2,333 | $267.0K | 0.42% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,334 | $267.0K | 0.00% | +2,334 | New |
| ICW Investment Advisors LLC | 2,359 | $270.0K | 0.18% | +2+0.1% | Added |