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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 1,508 | $212.0K | 0.00% | +2+0.1% | Added |
| Compagnie Lombard Odier SCmA | 1,500 | $210.9K | 0.01% | +1,500 | New |
| Axxcess Wealth Management, LLC | 1,489 | $209.4K | 0.02% | −34−2.2% | Reduced |
| Bank of Nova Scotia | 1,488 | $209.2K | 0.00% | −1,631−52.3% | Reduced |
| Aigen Investment Management, LP | 1,475 | $207.4K | 0.03% | +1,475 | New |
| FDx Advisors, Inc. | 1,464 | $206.0K | 0.01% | −590−28.7% | Reduced |
| Cetera Advisors LLC | 1,445 | $203.2K | 0.00% | +1,445 | New |
| AQR Capital Management LLC | 1,427 | $200.6K | 0.00% | +1,427 | New |
| American International Group, Inc. | 1,408 | $198.0K | 0.00% | +258+22.4% | Added |
| Lazard Asset Management LLC | 1,239 | $173.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,216 | $171.0K | 0.00% | −1,258−50.8% | Reduced |
| Acima Private Wealth, LLC | 994 | $139.8K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 963 | $135.4K | 0.02% | −6−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $126.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 871 | $122.5K | 0.00% | +640+277.1% | Added |
| SG Americas Securities, LLC | 862 | $121.0K | 0.00% | −11,156−92.8% | Reduced |
| Ostrum Asset Management | 808 | $113.6K | 0.01% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 762 | $107.1K | 0.00% | −182−19.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 758 | $106.6K | 0.01% | +608+405.3% | Added |
| Federation des caisses Desjardins du Quebec | 697 | $98.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 650 | $91.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $84.4K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 597 | $83.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 577 | $81.1K | 0.02% | +100+21.0% | Added |
| Plante Moran Financial Advisors, LLC | 533 | $75.0K | 0.01% | +17+3.3% | Added |
| Eagle Bay Advisors LLC | 529 | $74.4K | 0.04% | −247−31.8% | Reduced |
| Whittier Trust Co | 512 | $72.0K | 0.00% | −37−6.7% | Reduced |
| UniSuper Management Pty Ltd | 500 | $70.3K | 0.00% | +500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 470 | $66.1K | 0.00% | +470 | New |
| Bank of Montreal | 428 | $60.6K | 0.00% | −21,742−98.1% | Reduced |
| Kelly Financial Services LLC | 425 | $59.8K | 0.03% | +32+8.1% | Added |
| CVA Family Office, LLC | 422 | $59.3K | 0.01% | −5−1.2% | Reduced |
| CWM, LLC | 379 | $53.0K | 0.00% | +81+27.2% | Added |
| Covestor Ltd | 364 | $51.0K | 0.04% | −249−40.6% | Reduced |
| Headlands Technologies LLC | 271 | $38.1K | 0.01% | +271 | New |
| MV Capital Management, Inc. | 237 | $33.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 220 | $30.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $24.3K | 0.00% | +12+7.5% | Added |
| Arlington Partners LLC | 160 | $22.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 155 | $21.8K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 150 | $21.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $15.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $14.8K | 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 |
| Skandinaviska Enskilda Banken AB (publ) | 95 | $13.0K | 0.00% | −40−29.6% | Reduced |
| Sittner & Nelson, LLC | 89 | $12.5K | 0.01% | +89 | New |
| Spire Wealth Management | 77 | $10.8K | 0.00% | −375−83.0% | Reduced |
| Private Trust Co NA | 71 | $9.98K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69 | $9.70K | 0.00% | −2,467−97.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 68 | $9.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $9.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 62 | $8.54K | 0.00% | +62 | New |
| Hantz Financial Services, Inc. | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 56 | $7.87K | 0.00% | +38+211.1% | Added |
| Allworth Financial LP | 56 | $7.81K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $7.73K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $6.89K | 0.00% | −4−7.5% | Reduced |
| FinTrust Capital Advisors, LLC | 56 | $6.71K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 42 | $5.91K | 0.00% | +42 | New |
| Earnest Partners LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 36 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $4.92K | 0.00% | +2+6.1% | Added |
| IFP Advisors, Inc | 60 | $4.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.22K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $3.52K | 0.00% | −1−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 24 | $3.37K | 0.00% | −1−4.0% | Reduced |
| Quent Capital, LLC | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $2.53K | 0.00% | −484−96.4% | Reduced |
| Quadrant Capital Group LLC | 18 | $2.53K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $2.25K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 12 | $1.69K | 0.00% | +12 | New |
| Umb Bank N A | 8 | $1.13K | 0.00% | +8 | 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% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| AdvisorNet Financial, Inc | 6 | $844 | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $704 | 0.00% | −1−16.7% | Reduced |
| Parallel Advisors, LLC | 4 | $562 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $562 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $281 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $141 | 0.00% | +1 | New |
| Comerica Bank | 9,219 | $1 | 0.00% | +9,219 | New |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −15,882−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −11,534−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,331−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −6,093−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,991−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |