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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 35 | $5.39K | 0.00% | +20+133.3% | Added |
| Valley National Advisers Inc | 35 | $5.00K | 0.00% | +20+133.3% | Added |
| FinTrust Capital Advisors, LLC | 30 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.62K | 0.00% | +30 | New |
| Smartleaf Asset Management LLC | 29 | $4.53K | 0.00% | +29 | New |
| South State Corp. | 29 | $4.46K | 0.00% | +29 | New |
| First PREMIER Bank | 24 | $4.00K | 0.00% | +24 | New |
| Chilton Capital Management LLC | 25 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $3.69K | 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 |
| Massmutual Trust Co FSB | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $2.16K | 0.00% | +7+100.0% | Added |
| AdvisorNet Financial, Inc | 10 | $1.54K | 0.00% | −2−16.7% | Reduced |
| Proequities, Inc. | 9 | $1.39K | 0.00% | −4,114−99.8% | Reduced |
| CoreCap Advisors, LLC | 9 | $1.39K | 0.00% | +9 | New |
| Umb Bank N A | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $1.08K | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $1.07K | 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 |
| SJS Investment Consulting Inc. | 6 | $924 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $924 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $770 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $308 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 1 | $155 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $154 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $153 | 0.00% | +1 | New |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −1,452,390−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −84,749−100.0% | Sold out |
| GWM Asset Management Ltd | 0 | $0 | 0.00% | −70,030−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −42,246−100.0% | Sold out |
| Dynamo Internacional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −23,047−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −19,662−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,466−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,539−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| GPM Growth Investors, Inc. | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |