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 2024
Institutional positions in Heico Corp as of Mar 31, 2024. 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
- 431
- +4 vs. Q4 2023
- Shares held
- 75.2M
- +3.41M (+4.8%) vs. Q4 2023
- Total value
- $11.6B
- +$1.35B (+13.2%) vs. Q4 2023
- New holders
- 42
- 170 more added
- Sold out
- 38
- 137 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $153 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $154 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $155 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $308 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $770 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $924 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $924 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| ORG Partners LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $1.08K | 0.00% | +7 | New |
| Proequities, Inc. | 9 | $1.39K | 0.00% | −4,114−99.8% | Reduced |
| CoreCap Advisors, LLC | 9 | $1.39K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $1.54K | 0.00% | −2−16.7% | Reduced |
| ClariVest Asset Management LLC | 14 | $2.16K | 0.00% | +7+100.0% | Added |
| Cornerstone Planning Group LLC | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $2.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $3.39K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $3.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $3.69K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $3.85K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 24 | $4.00K | 0.00% | +24 | New |
| South State Corp. | 29 | $4.46K | 0.00% | +29 | New |
| Smartleaf Asset Management LLC | 29 | $4.53K | 0.00% | +29 | New |
| Bogart Wealth, LLC | 30 | $4.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.62K | 0.00% | +30 | New |
| FinTrust Capital Advisors, LLC | 30 | $4.62K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $5.00K | 0.00% | +20+133.3% | Added |
| Ronald Blue Trust, Inc. | 35 | $5.39K | 0.00% | +20+133.3% | Added |
| Delta Asset Management LLC | 36 | $5.54K | 0.00% | −3−7.7% | Reduced |
| Fairman Group, LLC | 36 | $5.54K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 36 | $5.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $5.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 38 | $5.85K | 0.00% | +1+2.7% | Added |
| Lindbrook Capital, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $6.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $6.31K | 0.00% | +1+2.5% | Added |
| Crewe Advisors LLC | 46 | $7.08K | 0.00% | +46 | New |
| EverSource Wealth Advisors, LLC | 45 | $7.46K | 0.00% | +25+125.0% | Added |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $8.47K | 0.00% | +48+685.7% | Added |
| Allworth Financial LP | 58 | $8.87K | 0.00% | +2+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 60 | $9.24K | 0.00% | −121−66.9% | Reduced |
| Eagle Bay Advisors LLC | 62 | $9.54K | 0.01% | −10−13.9% | Reduced |
| Mather Group, LLC. | 69 | $9.83K | 0.00% | +69 | New |
| Whittier Trust Co of Nevada Inc | 68 | $10.5K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 76 | $12.9K | 0.00% | +76 | New |
| Sittner & Nelson, LLC | 89 | $13.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $16.0K | 0.00% | +5+5.0% | Added |
| Riverview Trust Co | 105 | $16.2K | 0.01% | +105 | New |
| Sachetta, LLC | 125 | $17.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $18.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 120 | $18.5K | 0.02% | +120 | New |
| Fifth Third Bancorp | 123 | $18.9K | 0.00% | −81−39.7% | Reduced |
| Kelly Financial Services LLC | 130 | $20.0K | 0.01% | −255−66.2% | Reduced |
| Farther Finance Advisors, LLC | 138 | $21.0K | 0.00% | +15+12.2% | Added |
| Park Place Capital Corp | 155 | $23.9K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 186 | $28.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 197 | $30.3K | 0.01% | +58+41.7% | Added |
| Signaturefd, LLC | 203 | $31.2K | 0.00% | +20+10.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 208 | $32.0K | 0.00% | +208 | New |
| MV Capital Management, Inc. | 237 | $36.5K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 250 | $38.0K | 0.00% | +250 | New |
| Steward Partners Investment Advisory, LLC | 268 | $41.3K | 0.00% | +48+21.8% | Added |
| Heritage Wealth Advisors | 291 | $44.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 329 | $50.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 339 | $52.2K | 0.01% | +339 | New |
| Spire Wealth Management | 367 | $56.5K | 0.00% | +290+376.6% | Added |
| Covestor Ltd | 405 | $62.0K | 0.04% | −87−17.7% | Reduced |
| FNY Investment Advisers, LLC | 419 | $64.0K | 0.04% | −988−70.2% | Reduced |
| GeoWealth Management, LLC | 420 | $64.7K | 0.00% | −505−54.6% | Reduced |
| CVA Family Office, LLC | 422 | $65.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 477 | $73.4K | 0.03% | +179+60.1% | Added |
| Federation des caisses Desjardins du Quebec | 559 | $79.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 521 | $80.2K | 0.02% | +501+2,505.0% | Added |
| Plante Moran Financial Advisors, LLC | 544 | $83.7K | 0.01% | +2+0.4% | Added |
| Ci Investments Inc. | 582 | $90.0K | 0.00% | −33,972−98.3% | Reduced |
| First Manhattan Co | 618 | $95.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $98.5K | 0.04% | +170+36.2% | Added |
| Rakuten Investment Management, Inc. | 651 | $100.2K | 0.00% | +597+1,105.6% | Added |
| GAMMA Investing LLC | 704 | $108.4K | 0.02% | +172+32.3% | Added |
| Hilltop National Bank | 843 | $129.8K | 0.04% | +843 | New |
| Pinnacle Financial Partners Inc | 901 | $138.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 927 | $142.7K | 0.01% | −33−3.4% | Reduced |
| State of Wyoming | 929 | $143.0K | 0.02% | −53−5.4% | Reduced |
| First Horizon Advisors, Inc. | 972 | $149.6K | 0.00% | +4+0.4% | Added |
| Roble, Belko & Company, Inc | 976 | $150.0K | 0.03% | −61−5.9% | Reduced |
| Acima Private Wealth, LLC | 994 | $153.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 1,000 | $153.9K | 0.00% | −49−4.7% | Reduced |
| UniSuper Management Pty Ltd | 1,100 | $169.3K | 0.00% | +600+120.0% | Added |
| Schroder Investment Management Group | 1,120 | $172.4K | 0.00% | +542+93.8% | Added |
| Blue Chip Partners, Inc. | 1,150 | $177.0K | 0.02% | +1,150 | New |
| O'Shaughnessy Asset Management, LLC | 1,220 | $187.8K | 0.00% | +184+17.8% | Added |
| American International Group, Inc. | 1,285 | $197.8K | 0.00% | −17−1.3% | Reduced |