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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 2,310 | $329.0K | 0.00% | +547+31.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,298 | $327.3K | 0.04% | −1,890−45.1% | Reduced |
| BluePath Capital Management, LLC | 2,387 | $322.7K | 0.28% | +36+1.5% | Added |
| Ossiam | 2,236 | $318.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 2,218 | $315.9K | 0.00% | +434+24.3% | Added |
| Aristides Capital LLC | 2,200 | $313.4K | 0.16% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,191 | $312.1K | 0.10% | +94+4.5% | Added |
| Seven Eight Capital, LP | 2,026 | $288.6K | 0.03% | −1,066−34.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,990 | $283.0K | 0.03% | +1,990 | New |
| Oppenheimer & Co Inc | 1,981 | $282.2K | 0.01% | +29+1.5% | Added |
| XTX Topco Ltd | 1,974 | $281.2K | 0.06% | −672−25.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,935 | $275.6K | 0.06% | +248+14.7% | Added |
| Marshall Wace, LLP | 1,900 | $270.6K | 0.00% | −36,217−95.0% | Reduced |
| Mercer Global Advisors Inc | 1,843 | $263.0K | 0.00% | +1,843 | New |
| Exencial Wealth Advisors, LLC | 1,819 | $259.1K | 0.01% | +37+2.1% | Added |
| RKL Wealth Management LLC | 1,782 | $253.9K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,763 | $251.1K | 0.04% | −1,410−44.4% | Reduced |
| Ballentine Partners, LLC | 1,762 | $251.0K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $249.3K | 0.09% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,668 | $237.6K | 0.08% | +1,668 | New |
| Assenagon Asset Management S.A. | 1,660 | $236.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,641 | $233.7K | 0.01% | +1,641 | New |
| Peak Financial Advisors LLC | 1,637 | $233.2K | 0.16% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,629 | $232.0K | 0.06% | +1,629 | New |
| Axxcess Wealth Management, LLC | 1,621 | $230.9K | 0.01% | +22+1.4% | Added |
| Manufacturers Life Insurance Company, The | 1,612 | $229.6K | 0.00% | −2−0.1% | Reduced |
| Sawtooth Solutions, LLC | 1,550 | $220.8K | 0.01% | +1,550 | New |
| Bleakley Financial Group, LLC | 1,550 | $220.8K | 0.01% | +1,550 | New |
| Kestra Advisory Services, LLC | 1,410 | $200.9K | 0.00% | +1,410 | New |
| FNY Investment Advisers, LLC | 1,407 | $200.0K | 0.22% | −239−14.5% | Reduced |
| American International Group, Inc. | 1,302 | $185.5K | 0.00% | −16−1.2% | Reduced |
| EntryPoint Capital, LLC | 1,205 | $171.6K | 0.16% | +1,205 | New |
| Allianz Asset Management GmbH | 1,107 | $157.7K | 0.00% | +1,107 | New |
| Balentine LLC | 1,049 | $149.4K | 0.00% | +1,049 | New |
| Roble, Belko & Company, Inc | 1,037 | $148.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,036 | $147.6K | 0.00% | +265+34.4% | Added |
| Acima Private Wealth, LLC | 994 | $141.6K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 982 | $139.9K | 0.03% | +95+10.7% | Added |
| First Horizon Advisors, Inc. | 968 | $137.9K | 0.00% | +42+4.5% | Added |
| Harbor Investment Advisory, LLC | 960 | $136.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 925 | $132.0K | 0.01% | +925 | New |
| Pinnacle Financial Partners Inc | 901 | $128.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 812 | $114.9K | 0.00% | −58,345−98.6% | Reduced |
| First Manhattan Co | 618 | $88.0K | 0.00% | +18+3.0% | Added |
| Schroder Investment Management Group | 578 | $82.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 562 | $80.1K | 0.01% | +562 | New |
| Federation des caisses Desjardins du Quebec | 559 | $79.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 542 | $77.3K | 0.01% | +4+0.7% | Added |
| GAMMA Investing LLC | 532 | $75.3K | 0.02% | +532 | New |
| UniSuper Management Pty Ltd | 500 | $71.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 489 | $70.0K | 0.00% | +32+7.0% | Added |
| Covestor Ltd | 492 | $70.0K | 0.05% | +142+40.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $66.9K | 0.03% | +470 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 446 | $63.5K | 0.00% | −24−5.1% | Reduced |
| CVA Family Office, LLC | 422 | $60.1K | 0.01% | +422 | New |
| Kelly Financial Services LLC | 385 | $54.8K | 0.02% | +27+7.5% | Added |
| Bank of Montreal | 375 | $54.3K | 0.00% | −250−40.0% | Reduced |
| Whittier Trust Co | 329 | $46.9K | 0.00% | −16−4.6% | Reduced |
| VisionPoint Advisory Group, LLC | 298 | $42.4K | 0.02% | +298 | New |
| Heritage Wealth Advisors | 291 | $41.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 237 | $33.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 220 | $31.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 204 | $29.1K | 0.00% | −77−27.4% | Reduced |
| SYSTM Wealth Solutions LLC | 186 | $26.5K | 0.00% | +186 | New |
| Signaturefd, LLC | 183 | $26.1K | 0.00% | −2−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 181 | $25.8K | 0.00% | +157+654.2% | Added |
| Quarry LP | 168 | $23.9K | 0.01% | +168 | New |
| Park Place Capital Corp | 155 | $22.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 139 | $19.8K | 0.01% | +139 | New |
| Sachetta, LLC | 125 | $17.8K | 0.01% | +125 | New |
| Farther Finance Advisors, LLC | 123 | $17.5K | 0.00% | +114+1,266.7% | Added |
| Clearstead Advisors, LLC | 108 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $14.2K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $13.3K | 0.00% | +34+52.3% | Added |
| Sittner & Nelson, LLC | 89 | $12.7K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 75 | $11.0K | 0.00% | +75 | New |
| Spire Wealth Management | 77 | $10.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 72 | $10.3K | 0.01% | −497−87.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 68 | $9.69K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $7.92K | 0.00% | −20−26.3% | Reduced |
| Rakuten Investment Management, Inc. | 54 | $7.69K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 54 | $7.69K | 0.00% | +54 | New |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 39 | $5.55K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 39 | $5.55K | 0.00% | +3+8.3% | Added |
| Oakworth Capital, Inc. | 38 | $5.41K | 0.00% | +38 | New |
| Bellevue Asset Management, LLC | 37 | $5.27K | 0.00% | +1+2.8% | Added |
| Parkside Financial Bank & Trust | 36 | $5.13K | 0.00% | +4+12.5% | Added |
| Fairman Group, LLC | 36 | $5.13K | 0.00% | +36 | New |
| FSA Wealth Management LLC | 36 | $5.00K | 0.00% | +36 | New |
| TD Private Client Wealth LLC | 34 | $4.84K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 30 | $4.27K | 0.00% | −4−11.8% | Reduced |
| Bogart Wealth, LLC | 30 | $4.27K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $4.25K | 0.00% | +30 | New |
| Glassman Wealth Services | 27 | $3.85K | 0.00% | +2+8.0% | Added |
| Chilton Capital Management LLC | 25 | $3.56K | 0.00% | +25 | New |