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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 1,643 | $223.3K | 0.00% | +1,643 | New |
| Peak Financial Advisors LLC | 1,637 | $222.5K | 0.19% | −463−22.0% | Reduced |
| Boothbay Fund Management, LLC | 1,524 | $207.1K | 0.01% | −826−35.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,523 | $207.0K | 0.02% | +1,523 | New |
| Peapack Gladstone Financial Corp | 1,508 | $205.0K | 0.00% | +1,508 | New |
| Veritable, L.P. | 1,506 | $204.7K | 0.00% | +1,506 | New |
| Kestra Advisory Services, LLC | 1,504 | $204.4K | 0.00% | −1,542−50.6% | Reduced |
| Yousif Capital Management, LLC | 1,486 | $201.9K | 0.00% | +1,486 | New |
| Roble, Belko & Company, Inc | 1,249 | $170.0K | 0.03% | −113−8.3% | Reduced |
| Lazard Asset Management LLC | 1,239 | $167.0K | 0.00% | +1,239 | New |
| Advisory Services Network, LLC | 1,194 | $162.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,150 | $156.3K | 0.00% | −34−2.9% | Reduced |
| Ossiam | 1,020 | $138.6K | 0.00% | +196+23.8% | Added |
| Acima Private Wealth, LLC | 994 | $135.1K | 0.07% | +994 | New |
| Harbor Investment Advisory, LLC | 969 | $131.7K | 0.02% | −219−18.4% | Reduced |
| First Horizon Advisors, Inc. | 944 | $128.3K | 0.00% | −15−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $122.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 843 | $114.0K | 0.00% | −10,357−92.5% | Reduced |
| Ostrum Asset Management | 807 | $109.7K | 0.01% | +807 | New |
| Eagle Bay Advisors LLC | 776 | $105.5K | 0.06% | +41+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 697 | $94.7K | 0.00% | −296−29.8% | Reduced |
| Heritage Wealth Advisors | 650 | $88.3K | 0.00% | −152−19.0% | Reduced |
| Covestor Ltd | 613 | $83.0K | 0.07% | +22+3.7% | Added |
| First Manhattan Co | 600 | $81.5K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 597 | $81.1K | 0.00% | +16+2.8% | Added |
| Whittier Trust Co | 549 | $74.6K | 0.00% | +37+7.2% | Added |
| Plante Moran Financial Advisors, LLC | 516 | $70.1K | 0.01% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 502 | $68.3K | 0.01% | −7−1.4% | Reduced |
| State of Wyoming | 477 | $64.8K | 0.02% | +11+2.4% | Added |
| Manchester Capital Management LLC | 469 | $63.7K | 0.01% | +469 | New |
| Spire Wealth Management | 452 | $61.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 427 | $58.0K | 0.01% | +5+1.2% | Added |
| Kelly Financial Services LLC | 393 | $53.3K | 0.03% | −445−53.1% | Reduced |
| CWM, LLC | 298 | $41.0K | 0.00% | −50−14.4% | Reduced |
| Machina Capital S.A.S. | 280 | $38.1K | 0.03% | +280 | New |
| MV Capital Management, Inc. | 237 | $32.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 231 | $31.4K | 0.00% | +95+69.9% | Added |
| Steward Partners Investment Advisory, LLC | 220 | $29.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $27.2K | 0.00% | −4−2.0% | Reduced |
| Ci Investments Inc. | 197 | $27.0K | 0.00% | −12−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 183 | $25.0K | 0.00% | −121−39.8% | Reduced |
| Signaturefd, LLC | 161 | $21.9K | 0.00% | −42−20.7% | Reduced |
| Arlington Partners LLC | 160 | $21.7K | 0.00% | +160 | New |
| Park Place Capital Corp | 155 | $21.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Clearstead Advisors, LLC | 108 | $14.7K | 0.00% | +108 | New |
| Riverview Trust Co | 105 | $14.3K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 71 | $9.65K | 0.00% | −53−42.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 68 | $9.24K | 0.00% | −5−6.8% | Reduced |
| Global Retirement Partners, LLC | 65 | $8.88K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 65 | $8.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $7.55K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $7.47K | 0.00% | −140−71.8% | Reduced |
| Bell Investment Advisors, Inc | 53 | $7.20K | 0.00% | +12+29.3% | Added |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $6.71K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 41 | $5.57K | 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 |
| Delta Asset Management LLC | 36 | $4.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 60 | $4.55K | 0.00% | −248−80.5% | Reduced |
| Bellevue Asset Management, LLC | 33 | $4.48K | 0.00% | +2+6.5% | Added |
| Parkside Financial Bank & Trust | 32 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Glassman Wealth Services | 26 | $3.53K | 0.00% | +4+18.2% | Added |
| Cullen/Frost Bankers, Inc. | 25 | $3.40K | 0.00% | +25 | New |
| Grove Bank & Trust | 24 | $3.26K | 0.00% | +24 | New |
| Benjamin F. Edwards & Company, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $2.99K | 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 |
| Quadrant Capital Group LLC | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $2.45K | 0.00% | −4−18.2% | Reduced |
| Ahrens Investment Partners LLC | 10 | $1.36K | 0.00% | +10 | New |
| ICA Group Wealth Management, LLC | 10 | $1.36K | 0.00% | +10 | New |
| Schubert & Co | 8 | $1.09K | 0.00% | −5−38.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.09K | 0.00% | +2+33.3% | Added |
| 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 |
| Ameritas Advisory Services, LLC | 7 | $883 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $816 | 0.00% | −1−14.3% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $680 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $544 | 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 |
| True Wealth Design, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $135 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −53,523−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −44,429−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,625−100.0% | Sold out |