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 2023
Institutional positions in Heico Corp as of Dec 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
- 430
- +36 vs. Q3 2023
- Shares held
- 71.8M
- −271.2K (−0.4%) vs. Q3 2023
- Total value
- $10.2B
- +$914.4M (+9.8%) vs. Q3 2023
- New holders
- 64
- 143 more added
- Sold out
- 28
- 143 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $285 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $713 | 0.00% | +5 | New |
| Gradient Investments LLC | 6 | $855 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $855 | 0.00% | +1+20.0% | Added |
| Private Wealth Management Group, LLC | 6 | $855 | 0.00% | +6 | New |
| ORG Partners LLC | 7 | $996 | 0.00% | −47−87.0% | Reduced |
| Parallel Advisors, LLC | 7 | $997 | 0.00% | −9−56.3% | Reduced |
| Umb Bank N A | 7 | $997 | 0.00% | −8−53.3% | Reduced |
| ClariVest Asset Management LLC | 7 | $997 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Raleigh Capital Management Inc. | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12 | $1.71K | 0.00% | −30,622−100.0% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.71K | 0.00% | +4+50.0% | Added |
| Cornerstone Planning Group LLC | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +15 | New |
| ICA Group Wealth Management, LLC | 17 | $2.42K | 0.00% | +17 | New |
| Quadrant Capital Group LLC | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $2.99K | 0.00% | +21 | New |
| Sunbelt Securities, Inc. | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $3.42K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $3.56K | 0.00% | +25 | New |
| Glassman Wealth Services | 27 | $3.85K | 0.00% | +2+8.0% | Added |
| Advisory Services Network, LLC | 30 | $4.25K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 30 | $4.27K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 30 | $4.27K | 0.00% | −4−11.8% | Reduced |
| TD Private Client Wealth LLC | 34 | $4.84K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 36 | $5.00K | 0.00% | +36 | New |
| Fairman Group, LLC | 36 | $5.13K | 0.00% | +36 | New |
| Parkside Financial Bank & Trust | 36 | $5.13K | 0.00% | +4+12.5% | Added |
| Bellevue Asset Management, LLC | 37 | $5.27K | 0.00% | +1+2.8% | Added |
| Oakworth Capital, Inc. | 38 | $5.41K | 0.00% | +38 | New |
| Lindbrook Capital, LLC | 39 | $5.55K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 39 | $5.55K | 0.00% | +3+8.3% | Added |
| Bell Investment Advisors, Inc | 40 | $5.70K | 0.00% | −5−11.1% | Reduced |
| IFP Advisors, Inc | 40 | $5.70K | 0.00% | +1+2.6% | Added |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $7.69K | 0.00% | +54 | New |
| Rakuten Investment Management, Inc. | 54 | $7.69K | 0.00% | +54 | New |
| Allworth Financial LP | 56 | $7.92K | 0.00% | −20−26.3% | Reduced |
| Hantz Financial Services, Inc. | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 68 | $9.69K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 72 | $10.3K | 0.01% | −497−87.3% | Reduced |
| Spire Wealth Management | 77 | $10.7K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 75 | $11.0K | 0.00% | +75 | New |
| Sittner & Nelson, LLC | 89 | $12.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $13.3K | 0.00% | +34+52.3% | Added |
| Capital Advisors, Ltd. LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $14.2K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 108 | $15.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 123 | $17.5K | 0.00% | +114+1,266.7% | Added |
| Sachetta, LLC | 125 | $17.8K | 0.01% | +125 | New |
| Oliver Lagore Vanvalin Investment Group | 139 | $19.8K | 0.01% | +139 | New |
| Park Place Capital Corp | 155 | $22.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 168 | $23.9K | 0.01% | +168 | New |
| Northwestern Mutual Wealth Management Co | 181 | $25.8K | 0.00% | +157+654.2% | Added |
| Signaturefd, LLC | 183 | $26.1K | 0.00% | −2−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 186 | $26.5K | 0.00% | +186 | New |
| Fifth Third Bancorp | 204 | $29.1K | 0.00% | −77−27.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 220 | $31.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 237 | $33.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 291 | $41.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 298 | $42.4K | 0.02% | +298 | New |
| Whittier Trust Co | 329 | $46.9K | 0.00% | −16−4.6% | Reduced |
| Bank of Montreal | 375 | $54.3K | 0.00% | −250−40.0% | Reduced |
| Kelly Financial Services LLC | 385 | $54.8K | 0.02% | +27+7.5% | Added |
| CVA Family Office, LLC | 422 | $60.1K | 0.01% | +422 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 446 | $63.5K | 0.00% | −24−5.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $66.9K | 0.03% | +470 | New |
| CWM, LLC | 489 | $70.0K | 0.00% | +32+7.0% | Added |
| Covestor Ltd | 492 | $70.0K | 0.05% | +142+40.6% | Added |
| UniSuper Management Pty Ltd | 500 | $71.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 532 | $75.3K | 0.02% | +532 | New |
| Plante Moran Financial Advisors, LLC | 542 | $77.3K | 0.01% | +4+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 559 | $79.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 562 | $80.1K | 0.01% | +562 | New |
| Schroder Investment Management Group | 578 | $82.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 618 | $88.0K | 0.00% | +18+3.0% | Added |
| National Bank of Canada | 812 | $114.9K | 0.00% | −58,345−98.6% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $128.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 925 | $132.0K | 0.01% | +925 | New |
| Harbor Investment Advisory, LLC | 960 | $136.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 968 | $137.9K | 0.00% | +42+4.5% | Added |
| State of Wyoming | 982 | $139.9K | 0.03% | +95+10.7% | Added |
| Acima Private Wealth, LLC | 994 | $141.6K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,036 | $147.6K | 0.00% | +265+34.4% | Added |
| Roble, Belko & Company, Inc | 1,037 | $148.0K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,049 | $149.4K | 0.00% | +1,049 | New |
| Allianz Asset Management GmbH | 1,107 | $157.7K | 0.00% | +1,107 | New |
| EntryPoint Capital, LLC | 1,205 | $171.6K | 0.16% | +1,205 | New |
| American International Group, Inc. | 1,302 | $185.5K | 0.00% | −16−1.2% | Reduced |