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, Q4 2022
Institutional positions in Heico Corp as of Dec 31, 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
- 395
- +35 vs. Q3 2022
- Shares held
- 79.0M
- +1.68M (+2.2%) vs. Q3 2022
- Total value
- $9.47B
- +$604.6M (+6.8%) vs. Q3 2022
- New holders
- 62
- 147 more added
- Sold out
- 27
- 124 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 8 | $0 | 0.00% | +8 | New |
| True Wealth Design, LLC | 1 | $120 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 3 | $360 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $479 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $479 | 0.00% | +4 | New |
| Gradient Investments LLC | 5 | $599 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $719 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $719 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $839 | 0.00% | +4+133.3% | Added |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $1.08K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 12 | $1.51K | 0.00% | +12 | New |
| Schubert & Co | 13 | $1.56K | 0.00% | −4−23.5% | Reduced |
| Quadrant Capital Group LLC | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 19 | $2.28K | 0.00% | +7+58.3% | Added |
| Raffa Wealth Management, LLC | 20 | $2.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $2.64K | 0.00% | +3+15.8% | Added |
| Quent Capital, LLC | 22 | $2.64K | 0.00% | +22 | New |
| Vigilant Capital Management, LLC | 21 | $3.00K | 0.00% | −71−77.2% | Reduced |
| Massmutual Trust Co FSB | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 31 | $3.67K | 0.00% | +1+3.3% | Added |
| Parkside Financial Bank & Trust | 32 | $3.83K | 0.00% | +4+14.3% | Added |
| Delta Asset Management LLC | 36 | $4.32K | 0.00% | +36 | New |
| Money Concepts Capital Corp | 39 | $4.67K | 0.00% | −9−18.8% | Reduced |
| Earnest Partners LLC | 39 | $4.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $4.91K | 0.00% | +4+10.8% | Added |
| Belpointe Asset Management LLC | 41 | $4.91K | 0.00% | +41 | New |
| Smithfield Trust Co | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $6.00K | 0.00% | +54 | New |
| Allworth Financial LP | 56 | $6.65K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $6.71K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $7.79K | 0.00% | +7+12.1% | Added |
| Ten Capital Wealth Advisors, LLC | 65 | $7.79K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 73 | $8.75K | 0.00% | −757−91.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $10.5K | 0.00% | +44+100.0% | Added |
| Capital Advisors, Ltd. LLC | 101 | $12.0K | 0.00% | −1−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $12.0K | 0.00% | +100 | New |
| Skandinaviska Enskilda Banken AB (publ) | 109 | $13.0K | 0.00% | −96−46.8% | Reduced |
| Riverview Trust Co | 105 | $13.0K | 0.01% | +105 | New |
| Private Trust Co NA | 124 | $15.0K | 0.00% | −61−33.0% | Reduced |
| 3Chopt Investment Partners, LLC | 130 | $15.6K | 0.01% | +130 | New |
| Harvest Fund Management Co., Ltd | 131 | $16.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 132 | $16.0K | 0.00% | +132 | New |
| Fifth Third Bancorp | 136 | $16.3K | 0.00% | −247−64.5% | Reduced |
| Ellevest, Inc. | 142 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 150 | $18.0K | 0.00% | +150 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $18.0K | 0.00% | +150 | New |
| Park Place Capital Corp | 155 | $19.0K | 0.01% | +155 | New |
| TD Private Client Wealth LLC | 195 | $23.4K | 0.00% | −2−1.0% | Reduced |
| Signaturefd, LLC | 203 | $24.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 204 | $24.4K | 0.00% | −40−16.4% | Reduced |
| Ci Investments Inc. | 209 | $25.0K | 0.00% | +116+124.7% | Added |
| Steward Partners Investment Advisory, LLC | 220 | $26.4K | 0.00% | −210−48.8% | Reduced |
| MV Capital Management, Inc. | 237 | $28.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 242 | $29.0K | 0.00% | +242 | New |
| IFP Advisors, Inc | 308 | $34.0K | 0.00% | +50+19.4% | Added |
| Tower Research Capital LLC (TRC) | 304 | $37.0K | 0.00% | −7,749−96.2% | Reduced |
| CWM, LLC | 348 | $42.0K | 0.00% | +62+21.7% | Added |
| Zions Bancorporation, N.A. | 352 | $42.2K | 0.00% | +352 | New |
| CVA Family Office, LLC | 422 | $50.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 452 | $54.0K | 0.00% | −39−7.9% | Reduced |
| State of Wyoming | 466 | $55.9K | 0.02% | +5+1.1% | Added |
| National Bank of Canada | 506 | $60.6K | 0.00% | −40,008−98.8% | Reduced |
| EverSource Wealth Advisors, LLC | 509 | $61.0K | 0.01% | −137−21.2% | Reduced |
| Whittier Trust Co | 512 | $61.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 515 | $61.7K | 0.01% | +6+1.2% | Added |
| Point72 Middle East FZE | 524 | $62.8K | 0.00% | +524 | New |
| O'Shaughnessy Asset Management, LLC | 581 | $69.6K | 0.00% | +120+26.0% | Added |
| Covestor Ltd | 591 | $71.0K | 0.06% | −87−12.8% | Reduced |
| First Manhattan Co | 600 | $71.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 735 | $88.1K | 0.05% | −6−0.8% | Reduced |
| Comerica Securities,inc. | 743 | $89.1K | 0.01% | +743 | New |
| Rockefeller Capital Management L.P. | 761 | $91.0K | 0.00% | −43−5.3% | Reduced |
| Heritage Wealth Advisors | 802 | $96.1K | 0.01% | +802 | New |
| Ossiam | 824 | $98.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 838 | $100.4K | 0.05% | +196+30.5% | Added |
| Seeyond | 874 | $104.7K | 0.01% | −8,032−90.2% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $108.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 959 | $114.9K | 0.00% | +7+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 993 | $119.0K | 0.00% | +373+60.2% | Added |
| Dark Forest Capital Management LP | 1,054 | $126.3K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 1,184 | $141.9K | 0.00% | −27−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,188 | $142.4K | 0.02% | −93−7.3% | Reduced |
| Advisory Services Network, LLC | 1,194 | $143.1K | 0.00% | +1,194 | New |
| Bank of Montreal | 1,260 | $152.3K | 0.00% | −230,135−99.5% | Reduced |
| Roble, Belko & Company, Inc | 1,362 | $163.0K | 0.03% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,700 | $203.7K | 0.13% | +1,700 | New |
| Banque Cantonale Vaudoise | 1,700 | $204.0K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,726 | $206.9K | 0.16% | +1,726 | New |
| HBK Sorce Advisory LLC | 1,736 | $208.0K | 0.01% | −307−15.0% | Reduced |
| Creative Planning | 1,741 | $208.7K | 0.00% | −421−19.5% | Reduced |
| Keb Asset Management, LLC | 1,750 | $209.7K | 0.11% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,761 | $211.0K | 0.00% | −290−14.1% | Reduced |
| Ballentine Partners, LLC | 1,765 | $211.5K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,779 | $213.3K | 0.03% | −1−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 1,832 | $219.6K | 0.01% | +47+2.6% | Added |
| Oppenheimer & Co Inc | 1,952 | $233.9K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,994 | $239.0K | 0.00% | +66+3.4% | Added |