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, Q2 2024
Institutional positions in Heico Corp as of Jun 30, 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
- 456
- +30 vs. Q1 2024
- Shares held
- 74.8M
- −288.5K (−0.4%) vs. Q1 2024
- Total value
- $13.3B
- +$1.72B (+14.9%) vs. Q1 2024
- New holders
- 68
- 148 more added
- Sold out
- 38
- 158 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 0 | $56 | 0.00% | −130−100.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $176 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $533 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 4 | $712 | 0.00% | −10−71.4% | Reduced |
| Private Wealth Management Group, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.07K | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.24K | 0.00% | −7−50.0% | Reduced |
| Richardson Financial Services Inc. | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8 | $1.40K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 9 | $1.60K | 0.00% | +9 | New |
| Opal Wealth Advisors, LLC | 9 | $1.60K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $2.00K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 13 | $2.31K | 0.00% | +13 | New |
| Triad Wealth Partners, LLC | 18 | $3.19K | 0.00% | +18 | New |
| Quadrant Capital Group LLC | 20 | $3.55K | 0.00% | +2+11.1% | Added |
| Massmutual Trust Co FSB | 21 | $3.73K | 0.00% | +1+5.0% | Added |
| Sunbelt Securities, Inc. | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 26 | $4.62K | 0.00% | +26 | New |
| Kings Path Partners LLC | 26 | $4.62K | 0.00% | +26 | New |
| Valley National Advisers Inc | 30 | $5.00K | 0.00% | −5−14.3% | Reduced |
| Bogart Wealth, LLC | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 34 | $6.04K | 0.00% | −28−45.2% | Reduced |
| Delta Asset Management LLC | 36 | $6.39K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 36 | $6.39K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 38 | $6.75K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $6.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $6.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $7.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $7.63K | 0.00% | +7+19.4% | Added |
| Ronald Blue Trust, Inc. | 51 | $7.85K | 0.00% | +16+45.7% | Added |
| ORG Partners LLC | 45 | $7.88K | 0.00% | +38+542.9% | Added |
| EverSource Wealth Advisors, LLC | 45 | $8.56K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 55 | $9.76K | 0.00% | +55 | New |
| Rothschild Investment LLC | 57 | $10.1K | 0.00% | −43−43.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 59 | $10.5K | 0.00% | −1−1.7% | Reduced |
| Smartleaf Asset Management LLC | 63 | $11.2K | 0.00% | +34+117.2% | Added |
| Allworth Financial LP | 65 | $11.3K | 0.00% | +7+12.1% | Added |
| IFP Advisors, Inc | 65 | $11.5K | 0.00% | +24+58.5% | Added |
| Ossiam | 67 | $11.9K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 68 | $12.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 71 | $12.6K | 0.00% | −296−80.7% | Reduced |
| Continuum Advisory, LLC | 71 | $12.6K | 0.00% | −5−6.6% | Reduced |
| Close Asset Management Ltd | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $13.5K | 0.00% | −47−38.2% | Reduced |
| Parallel Advisors, LLC | 78 | $13.8K | 0.00% | +23+41.8% | Added |
| Sittner & Nelson, LLC | 89 | $15.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $18.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $19.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 116 | $20.0K | 0.00% | +116 | New |
| Financial Network Wealth Advisors LLC | 119 | $21.3K | 0.02% | +119 | New |
| Frazier Financial Advisors, LLC | 120 | $21.3K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 125 | $22.2K | 0.00% | +95+316.7% | Added |
| Sachetta, LLC | 125 | $23.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 139 | $24.7K | 0.01% | −58−29.4% | Reduced |
| FinTrust Capital Advisors, LLC | 146 | $25.9K | 0.00% | +116+386.7% | Added |
| Park Place Capital Corp | 155 | $27.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 170 | $30.2K | 0.00% | +124+269.6% | Added |
| Signaturefd, LLC | 179 | $31.7K | 0.00% | −24−11.8% | Reduced |
| Global Retirement Partners, LLC | 183 | $32.5K | 0.00% | +84+84.8% | Added |
| Proequities, Inc. | 189 | $33.6K | 0.00% | +180+2,000.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 217 | $38.5K | 0.00% | +217 | New |
| MV Capital Management, Inc. | 238 | $42.3K | 0.00% | +1+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 241 | $42.8K | 0.00% | −27−10.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 288 | $51.0K | 0.00% | +80+38.5% | Added |
| Heritage Wealth Advisors | 291 | $51.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 329 | $58.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 331 | $58.8K | 0.00% | −228−40.8% | Reduced |
| Headlands Technologies LLC | 383 | $68.0K | 0.01% | +383 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $69.2K | 0.03% | −250−39.1% | Reduced |
| CVA Family Office, LLC | 422 | $74.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 450 | $79.9K | 0.00% | −2,097−82.3% | Reduced |
| Covestor Ltd | 454 | $81.0K | 0.05% | +49+12.1% | Added |
| Raffa Wealth Management, LLC | 521 | $92.5K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 558 | $99.0K | 0.00% | −24−4.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 559 | $99.2K | 0.01% | +15+2.8% | Added |
| Farther Finance Advisors, LLC | 654 | $114.6K | 0.01% | +516+373.9% | Added |
| VisionPoint Advisory Group, LLC | 647 | $114.9K | 0.04% | +170+35.6% | Added |
| National Bank of Canada | 686 | $120.2K | 0.00% | −29,867−97.8% | Reduced |
| Ostrum Asset Management | 679 | $120.5K | 0.01% | −5,414−88.9% | Reduced |
| CIBC Private Wealth Group, LLC | 705 | $126.7K | 0.00% | +705 | New |
| Pinnacle Financial Partners Inc | 901 | $138.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 797 | $141.5K | 0.02% | +93+13.2% | Added |
| GeoWealth Management, LLC | 802 | $142.4K | 0.01% | +382+91.0% | Added |
| Hilltop National Bank | 859 | $152.5K | 0.05% | +16+1.9% | Added |
| Harbor Investment Advisory, LLC | 912 | $161.9K | 0.02% | −15−1.6% | Reduced |
| Roble, Belko & Company, Inc | 976 | $173.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 994 | $176.5K | 0.06% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,000 | $177.5K | 0.10% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,023 | $181.6K | 0.01% | +51+5.2% | Added |
| Rakuten Investment Management, Inc. | 1,035 | $183.8K | 0.00% | +384+59.0% | Added |