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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 8,565 | $1.32M | 0.14% | +10.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,467 | $1.30M | 0.03% | −406−4.6% | Reduced |
| Gilbert & Cook, Inc. | 8,408 | $1.29M | 0.18% | +151+1.8% | Added |
| Bleakley Financial Group, LLC | 8,152 | $1.25M | 0.04% | +6,602+425.9% | Added |
| Simplicity Wealth,LLC | 8,152 | $1.25M | 0.03% | +8,152 | New |
| Oppenheimer Asset Management Inc. | 8,149 | $1.25M | 0.02% | −816−9.1% | Reduced |
| Cetera Investment Advisers | 8,029 | $1.24M | 0.00% | +1,046+15.0% | Added |
| CI Private Wealth, LLC | 7,868 | $1.21M | 0.00% | +41+0.5% | Added |
| Natixis | 7,865 | $1.21M | 0.01% | −395−4.8% | Reduced |
| Engineers Gate Manager LP | 7,785 | $1.20M | 0.03% | +1,434+22.6% | Added |
| Strategic Advisors LLC | 7,708 | $1.19M | 0.23% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,678 | $1.18M | 0.00% | −2,596−25.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,623 | $1.17M | 0.01% | +42+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,381 | $1.14M | 0.00% | −9,616−56.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,055 | $1.09M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,854 | $1.06M | 0.12% | +721+11.8% | Added |
| Fiduciary Group LLC | 6,806 | $1.05M | 0.11% | −215−3.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,804 | $1.05M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 6,804 | $1.05M | 0.00% | −2,578−27.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,758 | $1.04M | 0.02% | +43+0.6% | Added |
| First Hawaiian Bank | 6,748 | $1.04M | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 6,646 | $1.02M | 0.00% | +129+2.0% | Added |
| Hills Bank & Trust Co | 6,488 | $998.8K | 0.08% | +407+6.7% | Added |
| Aviva PLC | 6,457 | $994.0K | 0.00% | −263−3.9% | Reduced |
| Maryland State Retirement & Pension System | 6,243 | $989.9K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,164 | $948.0K | 0.02% | −245−3.8% | Reduced |
| Ostrum Asset Management | 6,093 | $938.0K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,452 | $839.3K | 0.06% | +1,483+37.4% | Added |
| Amalgamated Bank | 5,289 | $814.0K | 0.01% | −3,280−38.3% | Reduced |
| Prudential Financial Inc | 5,151 | $793.0K | 0.00% | −5,018−49.3% | Reduced |
| Park Avenue Securities LLC | 5,113 | $787.0K | 0.01% | −3,452−40.3% | Reduced |
| Savant Capital, LLC | 5,104 | $785.7K | 0.01% | −75−1.4% | Reduced |
| Pacific Global Investment Management CO | 5,041 | $776.0K | 0.15% | +164+3.4% | Added |
| Verdence Capital Advisors LLC | 5,011 | $771.4K | 0.07% | +681+15.7% | Added |
| Capital Analysts, LLC | 5,000 | $770.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,993 | $768.6K | 0.02% | +523+11.7% | Added |
| Daiwa Securities Group Inc. | 4,967 | $765.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 4,965 | $764.3K | 0.06% | +4,965 | New |
| AE Wealth Management LLC | 4,818 | $741.7K | 0.01% | −40,909−89.5% | Reduced |
| American Century Companies Inc | 4,699 | $723.4K | 0.00% | 00.0% | Unchanged |
| Makaira Partners LLC | 4,674 | $719.5K | 0.09% | +427+10.1% | Added |
| Alberta Investment Management Corp | 4,600 | $708.1K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 4,600 | $708.1K | 0.00% | +14+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,560 | $702.0K | 0.00% | +4,114+922.4% | Added |
| Janney Montgomery Scott LLC | 4,419 | $680.0K | 0.00% | +4,419 | New |
| Buckingham Strategic Partners | 4,311 | $663.6K | 0.02% | +18+0.4% | Added |
| Marks Group Wealth Management, Inc | 4,296 | $661.3K | 0.07% | +114+2.7% | Added |
| Charles Schwab Investment Management Inc | 4,210 | $648.1K | 0.00% | +1,232+41.4% | Added |
| Candriam Luxembourg S.C.A. | 4,180 | $643.5K | 0.00% | +362+9.5% | Added |
| Machina Capital S.A.S. | 4,175 | $642.7K | 0.34% | +284+7.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,082 | $628.4K | 0.11% | +383+10.4% | Added |
| Verition Fund Management LLC | 4,040 | $621.9K | 0.01% | −1,400−25.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,958 | $609.7K | 0.00% | −27,852−87.6% | Reduced |
| Burt Wealth Advisors | 3,900 | $600.4K | 0.15% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,788 | $583.2K | 0.00% | +406+12.0% | Added |
| HighTower Advisors, LLC | 3,824 | $581.0K | 0.00% | −2,357−38.1% | Reduced |
| JustInvest LLC | 3,765 | $579.6K | 0.01% | −542−12.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,717 | $572.0K | 0.00% | −341−8.4% | Reduced |
| Squarepoint Ops LLC | 3,704 | $570.2K | 0.00% | −22,674−86.0% | Reduced |
| Danske Bank A/S | 3,700 | $569.6K | 0.00% | +3,700 | New |
| Intech Investment Management LLC | 3,698 | $569.3K | 0.01% | −15,261−80.5% | Reduced |
| APG Asset Management N.V. | 3,987 | $568.3K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,656 | $562.8K | 0.00% | +35+1.0% | Added |
| KLR Investment Advisors, LLC | 3,435 | $556.0K | 0.40% | −133−3.7% | Reduced |
| Mutual of America Capital Management LLC | 3,584 | $551.7K | 0.01% | +675+23.2% | Added |
| Nisa Investment Advisors, LLC | 3,552 | $546.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,531 | $543.6K | 0.00% | +1,114+46.1% | Added |
| Captrust Financial Advisors | 3,525 | $542.7K | 0.00% | −1,223−25.8% | Reduced |
| Sageworth Trust Co | 3,500 | $538.8K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,452 | $531.4K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,415 | $525.7K | 0.00% | +419+14.0% | Added |
| Tortoise Investment Management, LLC | 3,404 | $524.0K | 0.06% | +2+0.1% | Added |
| ICW Investment Advisors LLC | 3,375 | $519.6K | 0.23% | +58+1.7% | Added |
| Hunting Hill Global Capital, LLC | 3,288 | $506.2K | 0.30% | +3,288 | New |
| Gamco Investors, Inc. Et Al | 3,200 | $492.6K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,149 | $484.8K | 0.09% | +532+20.3% | Added |
| Premier Path Wealth Partners, LLC | 3,115 | $479.5K | 0.09% | −122−3.8% | Reduced |
| XTX Topco Ltd | 3,042 | $468.3K | 0.06% | +1,068+54.1% | Added |
| Edgestream Partners, L.P. | 3,024 | $465.5K | 0.02% | −14,389−82.6% | Reduced |
| QRG Capital Management, Inc. | 2,962 | $455.9K | 0.01% | +405+15.8% | Added |
| Occudo Quantitative Strategies LP | 2,884 | $444.0K | 0.08% | −15,189−84.0% | Reduced |
| Commerce Bank | 2,882 | $443.7K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,783 | $428.4K | 0.01% | +17+0.6% | Added |
| Jane Street Group, LLC | 2,782 | $428.3K | 0.00% | −1,496−35.0% | Reduced |
| Moody Aldrich Partners LLC | 2,758 | $424.6K | 0.07% | −16−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,752 | $423.6K | 0.02% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,700 | $415.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,665 | $410.3K | 0.11% | +474+21.6% | Added |
| Illinois Municipal Retirement Fund | 2,594 | $399.0K | 0.01% | −4,550−63.7% | Reduced |
| Glenmede Trust Co NA | 2,558 | $393.8K | 0.00% | −375−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,547 | $392.1K | 0.01% | −63−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,528 | $389.2K | 0.00% | −80−3.1% | Reduced |
| Garrison Bradford & Associates Inc | 2,525 | $389.0K | 0.40% | 00.0% | Unchanged |
| Haverford Trust Co | 2,508 | $386.1K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,481 | $381.8K | 0.00% | −5,075−67.2% | Reduced |
| CIBC Asset Management Inc | 2,432 | $374.4K | 0.00% | +5+0.2% | Added |
| Fidelis Capital Partners, LLC | 2,416 | $371.9K | 0.06% | +481+24.9% | Added |
| Creative Planning | 2,393 | $368.4K | 0.00% | +175+7.9% | Added |
| RSM US Wealth Management LLC | 2,370 | $364.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 2,333 | $359.1K | 0.19% | 00.0% | Unchanged |