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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 2,263 | $348.4K | 0.08% | +500+28.4% | Added |
| Gibbs Wealth Management | 2,261 | $348.1K | 0.20% | +2,261 | New |
| Aristides Capital LLC | 2,200 | $338.7K | 0.14% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 2,131 | $328.0K | 0.29% | −7,498−77.9% | Reduced |
| Oppenheimer & Co Inc | 2,081 | $320.3K | 0.01% | +100+5.0% | Added |
| Prudential PLC | 1,927 | $296.6K | 0.00% | −7,176−78.8% | Reduced |
| CM Wealth Advisors LLC | 1,773 | $295.9K | 0.08% | +1,773 | New |
| Teacher Retirement System of Texas | 1,912 | $294.0K | 0.00% | −1,924−50.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,823 | $280.6K | 0.01% | +4+0.2% | Added |
| Everhart Financial Group, Inc. | 1,817 | $279.7K | 0.08% | +149+8.9% | Added |
| RKL Wealth Management LLC | 1,784 | $274.6K | 0.03% | +2+0.1% | Added |
| Mercer Global Advisors Inc | 1,768 | $272.0K | 0.00% | −75−4.1% | Reduced |
| Ballentine Partners, LLC | 1,762 | $271.2K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $269.4K | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,709 | $263.1K | 0.00% | +97+6.0% | Added |
| Assenagon Asset Management S.A. | 1,660 | $255.5K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,641 | $252.6K | 0.06% | +12+0.7% | Added |
| Axxcess Wealth Management, LLC | 1,629 | $250.8K | 0.01% | +8+0.5% | Added |
| CWM, LLC | 1,609 | $248.0K | 0.00% | +1,120+229.0% | Added |
| Kingswood Wealth Advisors, LLC | 1,553 | $239.1K | 0.03% | −745−32.4% | Reduced |
| Allianz Asset Management GmbH | 1,520 | $234.0K | 0.00% | +413+37.3% | Added |
| Sandia Investment Management LP | 1,508 | $232.1K | 0.23% | −22,133−93.6% | Reduced |
| Cresset Asset Management, LLC | 1,498 | $230.7K | 0.00% | −812−35.2% | Reduced |
| Lake Street Advisors Group, LLC | 1,479 | $227.7K | 0.01% | +1,479 | New |
| Equitable Trust Co | 1,430 | $220.1K | 0.02% | +1,430 | New |
| Lincoln National Corp | 1,399 | $215.4K | 0.00% | −1,305−48.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,366 | $210.3K | 0.04% | +1,366 | New |
| FSM Wealth Advisors, LLC | 1,355 | $208.6K | 0.07% | +1,355 | New |
| Yousif Capital Management, LLC | 1,338 | $206.0K | 0.00% | +1,338 | New |
| BluePath Capital Management, LLC | 1,337 | $205.8K | 0.16% | −1,050−44.0% | Reduced |
| Jones Financial Companies LLLP | 1,300 | $200.1K | 0.00% | +1,300 | New |
| American International Group, Inc. | 1,285 | $197.8K | 0.00% | −17−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,220 | $187.8K | 0.00% | +184+17.8% | Added |
| Blue Chip Partners, Inc. | 1,150 | $177.0K | 0.02% | +1,150 | New |
| Schroder Investment Management Group | 1,120 | $172.4K | 0.00% | +542+93.8% | Added |
| UniSuper Management Pty Ltd | 1,100 | $169.3K | 0.00% | +600+120.0% | Added |
| Balentine LLC | 1,000 | $153.9K | 0.00% | −49−4.7% | Reduced |
| Acima Private Wealth, LLC | 994 | $153.0K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 976 | $150.0K | 0.03% | −61−5.9% | Reduced |
| First Horizon Advisors, Inc. | 972 | $149.6K | 0.00% | +4+0.4% | Added |
| State of Wyoming | 929 | $143.0K | 0.02% | −53−5.4% | Reduced |
| Harbor Investment Advisory, LLC | 927 | $142.7K | 0.01% | −33−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 901 | $138.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 843 | $129.8K | 0.04% | +843 | New |
| GAMMA Investing LLC | 704 | $108.4K | 0.02% | +172+32.3% | Added |
| Rakuten Investment Management, Inc. | 651 | $100.2K | 0.00% | +597+1,105.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $98.5K | 0.04% | +170+36.2% | Added |
| First Manhattan Co | 618 | $95.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 582 | $90.0K | 0.00% | −33,972−98.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 544 | $83.7K | 0.01% | +2+0.4% | Added |
| Raffa Wealth Management, LLC | 521 | $80.2K | 0.02% | +501+2,505.0% | Added |
| Federation des caisses Desjardins du Quebec | 559 | $79.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 477 | $73.4K | 0.03% | +179+60.1% | Added |
| CVA Family Office, LLC | 422 | $65.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 420 | $64.7K | 0.00% | −505−54.6% | Reduced |
| FNY Investment Advisers, LLC | 419 | $64.0K | 0.04% | −988−70.2% | Reduced |
| Covestor Ltd | 405 | $62.0K | 0.04% | −87−17.7% | Reduced |
| Spire Wealth Management | 367 | $56.5K | 0.00% | +290+376.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 339 | $52.2K | 0.01% | +339 | New |
| Whittier Trust Co | 329 | $50.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 291 | $44.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 268 | $41.3K | 0.00% | +48+21.8% | Added |
| ExodusPoint Capital Management, LP | 250 | $38.0K | 0.00% | +250 | New |
| MV Capital Management, Inc. | 237 | $36.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 208 | $32.0K | 0.00% | +208 | New |
| Signaturefd, LLC | 203 | $31.2K | 0.00% | +20+10.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 197 | $30.3K | 0.01% | +58+41.7% | Added |
| SYSTM Wealth Solutions LLC | 186 | $28.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 155 | $23.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $21.0K | 0.00% | +15+12.2% | Added |
| Kelly Financial Services LLC | 130 | $20.0K | 0.01% | −255−66.2% | Reduced |
| Fifth Third Bancorp | 123 | $18.9K | 0.00% | −81−39.7% | Reduced |
| Frazier Financial Advisors, LLC | 120 | $18.5K | 0.02% | +120 | New |
| Clearstead Advisors, LLC | 108 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 125 | $17.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $16.2K | 0.01% | +105 | New |
| Capital Advisors, Ltd. LLC | 106 | $16.0K | 0.00% | +5+5.0% | Added |
| Rothschild Investment LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 89 | $13.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 76 | $12.9K | 0.00% | +76 | New |
| Close Asset Management Ltd | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 68 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 69 | $9.83K | 0.00% | +69 | New |
| Eagle Bay Advisors LLC | 62 | $9.54K | 0.01% | −10−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 60 | $9.24K | 0.00% | −121−66.9% | Reduced |
| Allworth Financial LP | 58 | $8.87K | 0.00% | +2+3.6% | Added |
| Parallel Advisors, LLC | 55 | $8.47K | 0.00% | +48+685.7% | Added |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $7.46K | 0.00% | +25+125.0% | Added |
| Crewe Advisors LLC | 46 | $7.08K | 0.00% | +46 | New |
| IFP Advisors, Inc | 41 | $6.31K | 0.00% | +1+2.5% | Added |
| Bell Investment Advisors, Inc | 40 | $6.16K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $6.00K | 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 |
| Parkside Financial Bank & Trust | 36 | $5.54K | 0.00% | 00.0% | Unchanged |
| 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 |