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, Q1 2023
Institutional positions in Heico Corp as of Mar 31, 2023. 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
- 396
- +7 vs. Q4 2022
- Shares held
- 73.3M
- −5.70M (−7.2%) vs. Q4 2022
- Total value
- $9.95B
- +$489.6M (+5.2%) vs. Q4 2022
- New holders
- 38
- 118 more added
- Sold out
- 31
- 163 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Bellwether Advisors, LLC | 1 | $135 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $408 | 0.00% | −3−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $680 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $816 | 0.00% | −1−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 7 | $883 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 8 | $1.09K | 0.00% | +2+33.3% | Added |
| Schubert & Co | 8 | $1.09K | 0.00% | −5−38.5% | Reduced |
| Ahrens Investment Partners LLC | 10 | $1.36K | 0.00% | +10 | New |
| ICA Group Wealth Management, LLC | 10 | $1.36K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 18 | $2.45K | 0.00% | −4−18.2% | Reduced |
| Quadrant Capital Group LLC | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.72K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 20 | $2.72K | 0.00% | +1+5.3% | Added |
| Quent Capital, LLC | 22 | $2.99K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 24 | $3.26K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 25 | $3.40K | 0.00% | +25 | New |
| Glassman Wealth Services | 26 | $3.53K | 0.00% | +4+18.2% | Added |
| Bogart Wealth, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 32 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $4.48K | 0.00% | +2+6.5% | Added |
| IFP Advisors, Inc | 60 | $4.55K | 0.00% | −248−80.5% | Reduced |
| Delta Asset Management LLC | 36 | $4.89K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $5.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $5.30K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 41 | $5.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $6.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $7.20K | 0.00% | +12+29.3% | Added |
| TD Private Client Wealth LLC | 55 | $7.47K | 0.00% | −140−71.8% | Reduced |
| Allworth Financial LP | 56 | $7.55K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 65 | $8.83K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $8.88K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 68 | $9.24K | 0.00% | −5−6.8% | Reduced |
| Private Trust Co NA | 71 | $9.65K | 0.00% | −53−42.7% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $14.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $14.7K | 0.00% | +108 | New |
| Harvest Fund Management Co., Ltd | 131 | $18.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 135 | $18.0K | 0.00% | +26+23.9% | Added |
| Column Capital Advisors, LLC | 150 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 150 | $20.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 155 | $21.1K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 160 | $21.7K | 0.00% | +160 | New |
| Signaturefd, LLC | 161 | $21.9K | 0.00% | −42−20.7% | Reduced |
| Tower Research Capital LLC (TRC) | 183 | $25.0K | 0.00% | −121−39.8% | Reduced |
| Ci Investments Inc. | 197 | $27.0K | 0.00% | −12−5.7% | Reduced |
| Harbour Investments, Inc. | 200 | $27.2K | 0.00% | −4−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 220 | $29.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 231 | $31.4K | 0.00% | +95+69.9% | Added |
| MV Capital Management, Inc. | 237 | $32.2K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 280 | $38.1K | 0.03% | +280 | New |
| CWM, LLC | 298 | $41.0K | 0.00% | −50−14.4% | Reduced |
| Kelly Financial Services LLC | 393 | $53.3K | 0.03% | −445−53.1% | Reduced |
| CVA Family Office, LLC | 427 | $58.0K | 0.01% | +5+1.2% | Added |
| Spire Wealth Management | 452 | $61.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 469 | $63.7K | 0.01% | +469 | New |
| State of Wyoming | 477 | $64.8K | 0.02% | +11+2.4% | Added |
| EverSource Wealth Advisors, LLC | 502 | $68.3K | 0.01% | −7−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 516 | $70.1K | 0.01% | +1+0.2% | Added |
| Whittier Trust Co | 549 | $74.6K | 0.00% | +37+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 597 | $81.1K | 0.00% | +16+2.8% | Added |
| First Manhattan Co | 600 | $81.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 613 | $83.0K | 0.07% | +22+3.7% | Added |
| Heritage Wealth Advisors | 650 | $88.3K | 0.00% | −152−19.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 697 | $94.7K | 0.00% | −296−29.8% | Reduced |
| Eagle Bay Advisors LLC | 776 | $105.5K | 0.06% | +41+5.6% | Added |
| Ostrum Asset Management | 807 | $109.7K | 0.01% | +807 | New |
| Acadian Asset Management LLC | 843 | $114.0K | 0.00% | −10,357−92.5% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $122.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 944 | $128.3K | 0.00% | −15−1.6% | Reduced |
| Harbor Investment Advisory, LLC | 969 | $131.7K | 0.02% | −219−18.4% | Reduced |
| Acima Private Wealth, LLC | 994 | $135.1K | 0.07% | +994 | New |
| Ossiam | 1,020 | $138.6K | 0.00% | +196+23.8% | Added |
| American International Group, Inc. | 1,150 | $156.3K | 0.00% | −34−2.9% | Reduced |
| Advisory Services Network, LLC | 1,194 | $162.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,239 | $167.0K | 0.00% | +1,239 | New |
| Roble, Belko & Company, Inc | 1,249 | $170.0K | 0.03% | −113−8.3% | Reduced |
| Yousif Capital Management, LLC | 1,486 | $201.9K | 0.00% | +1,486 | New |
| Kestra Advisory Services, LLC | 1,504 | $204.4K | 0.00% | −1,542−50.6% | Reduced |
| Veritable, L.P. | 1,506 | $204.7K | 0.00% | +1,506 | New |
| Peapack Gladstone Financial Corp | 1,508 | $205.0K | 0.00% | +1,508 | New |
| Axxcess Wealth Management, LLC | 1,523 | $207.0K | 0.02% | +1,523 | New |
| Boothbay Fund Management, LLC | 1,524 | $207.1K | 0.01% | −826−35.1% | Reduced |
| Peak Financial Advisors LLC | 1,637 | $222.5K | 0.19% | −463−22.0% | Reduced |
| Lido Advisors, LLC | 1,643 | $223.3K | 0.00% | +1,643 | New |
| Creative Planning | 1,686 | $229.1K | 0.00% | −55−3.2% | Reduced |
| Banque Cantonale Vaudoise | 1,700 | $231.0K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 1,700 | $231.0K | 0.18% | −7,900−82.3% | Reduced |
| Aristides Capital LLC | 1,700 | $231.0K | 0.15% | 00.0% | Unchanged |