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, Q2 2023
Institutional positions in Heico Corp as of Jun 30, 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
- 392
- −3 vs. Q1 2023
- Shares held
- 71.1M
- −2.18M (−3.0%) vs. Q1 2023
- Total value
- $10.0B
- +$45.7M (+0.5%) vs. Q1 2023
- New holders
- 33
- 116 more added
- Sold out
- 36
- 152 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 9,219 | $1 | 0.00% | +9,219 | New |
| True Wealth Design, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $141 | 0.00% | +1 | New |
| Motco | 2 | $281 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $562 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $562 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $704 | 0.00% | −1−16.7% | Reduced |
| AdvisorNet Financial, Inc | 6 | $844 | 0.00% | −2−25.0% | Reduced |
| 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% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| Umb Bank N A | 8 | $1.13K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 12 | $1.69K | 0.00% | +12 | New |
| Gradient Investments LLC | 16 | $2.25K | 0.00% | +16 | New |
| Quadrant Capital Group LLC | 18 | $2.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $2.53K | 0.00% | −484−96.4% | Reduced |
| Raffa Wealth Management, LLC | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $3.37K | 0.00% | −1−4.0% | Reduced |
| Glassman Wealth Services | 25 | $3.52K | 0.00% | −1−3.8% | Reduced |
| Bogart Wealth, LLC | 30 | $4.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $4.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 60 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $4.92K | 0.00% | +2+6.1% | Added |
| Delta Asset Management LLC | 36 | $5.06K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 42 | $5.91K | 0.00% | +42 | New |
| FinTrust Capital Advisors, LLC | 56 | $6.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $6.89K | 0.00% | −4−7.5% | Reduced |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $7.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $7.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 56 | $7.87K | 0.00% | +38+211.1% | Added |
| Hantz Financial Services, Inc. | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 62 | $8.54K | 0.00% | +62 | New |
| Global Retirement Partners, LLC | 65 | $9.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 68 | $9.56K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69 | $9.70K | 0.00% | −2,467−97.3% | Reduced |
| Private Trust Co NA | 71 | $9.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $10.8K | 0.00% | −375−83.0% | Reduced |
| Sittner & Nelson, LLC | 89 | $12.5K | 0.01% | +89 | New |
| Skandinaviska Enskilda Banken AB (publ) | 95 | $13.0K | 0.00% | −40−29.6% | 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 | $14.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $15.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 150 | $21.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 155 | $21.8K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 160 | $22.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $24.3K | 0.00% | +12+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 220 | $30.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 237 | $33.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 271 | $38.1K | 0.01% | +271 | New |
| Covestor Ltd | 364 | $51.0K | 0.04% | −249−40.6% | Reduced |
| CWM, LLC | 379 | $53.0K | 0.00% | +81+27.2% | Added |
| CVA Family Office, LLC | 422 | $59.3K | 0.01% | −5−1.2% | Reduced |
| Kelly Financial Services LLC | 425 | $59.8K | 0.03% | +32+8.1% | Added |
| Bank of Montreal | 428 | $60.6K | 0.00% | −21,742−98.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 470 | $66.1K | 0.00% | +470 | New |
| UniSuper Management Pty Ltd | 500 | $70.3K | 0.00% | +500 | New |
| Whittier Trust Co | 512 | $72.0K | 0.00% | −37−6.7% | Reduced |
| Eagle Bay Advisors LLC | 529 | $74.4K | 0.04% | −247−31.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 533 | $75.0K | 0.01% | +17+3.3% | Added |
| State of Wyoming | 577 | $81.1K | 0.02% | +100+21.0% | Added |
| O'Shaughnessy Asset Management, LLC | 597 | $83.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $84.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 650 | $91.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 697 | $98.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 758 | $106.6K | 0.01% | +608+405.3% | Added |
| First Horizon Advisors, Inc. | 762 | $107.1K | 0.00% | −182−19.3% | Reduced |
| Ostrum Asset Management | 808 | $113.6K | 0.01% | +1+0.1% | Added |
| SG Americas Securities, LLC | 862 | $121.0K | 0.00% | −11,156−92.8% | Reduced |
| Fifth Third Bancorp | 871 | $122.5K | 0.00% | +640+277.1% | Added |
| Pinnacle Financial Partners Inc | 901 | $126.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 963 | $135.4K | 0.02% | −6−0.6% | Reduced |
| Acima Private Wealth, LLC | 994 | $139.8K | 0.07% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,216 | $171.0K | 0.00% | −1,258−50.8% | Reduced |
| Lazard Asset Management LLC | 1,239 | $173.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,408 | $198.0K | 0.00% | +258+22.4% | Added |
| AQR Capital Management LLC | 1,427 | $200.6K | 0.00% | +1,427 | New |
| Cetera Advisors LLC | 1,445 | $203.2K | 0.00% | +1,445 | New |
| FDx Advisors, Inc. | 1,464 | $206.0K | 0.01% | −590−28.7% | Reduced |
| Aigen Investment Management, LP | 1,475 | $207.4K | 0.03% | +1,475 | New |
| Bank of Nova Scotia | 1,488 | $209.2K | 0.00% | −1,631−52.3% | Reduced |
| Axxcess Wealth Management, LLC | 1,489 | $209.4K | 0.02% | −34−2.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,500 | $210.9K | 0.01% | +1,500 | New |
| Veritable, L.P. | 1,508 | $212.0K | 0.00% | +2+0.1% | Added |
| Metis Global Partners, LLC | 1,530 | $215.1K | 0.01% | −1,393−47.7% | Reduced |
| Balyasny Asset Management LLC | 1,541 | $216.7K | 0.00% | +1,541 | New |
| Manufacturers Life Insurance Company, The | 1,620 | $227.8K | 0.00% | −1,301−44.5% | Reduced |
| Peak Financial Advisors LLC | 1,637 | $230.2K | 0.18% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,715 | $233.1K | 0.18% | 00.0% | Unchanged |
| Creative Planning | 1,659 | $233.3K | 0.00% | −27−1.6% | Reduced |
| Assenagon Asset Management S.A. | 1,660 | $233.4K | 0.00% | −706−29.8% | Reduced |
| Banque Cantonale Vaudoise | 1,700 | $239.0K | 0.01% | 00.0% | Unchanged |