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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 1,120 | $198.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,123 | $199.0K | 0.13% | +704+168.0% | Added |
| State of Wyoming | 1,128 | $200.2K | 0.03% | +199+21.4% | Added |
| Oxford Financial Group Ltd | 1,130 | $200.6K | 0.01% | +1,130 | New |
| Blue Chip Partners, Inc. | 1,150 | $204.1K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,194 | $212.0K | 0.00% | +1,194 | New |
| Ieq Capital, LLC | 1,199 | $212.8K | 0.00% | +1,199 | New |
| Squarepoint Ops LLC | 1,200 | $213.0K | 0.00% | −2,504−67.6% | Reduced |
| Empowered Funds, LLC | 1,207 | $214.1K | 0.00% | +1,207 | New |
| David Loasby | 1,202 | $215.5K | 0.02% | +1,202 | New |
| Diversify Wealth Management, LLC | 1,212 | $215.6K | 0.03% | +1,212 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $216.6K | 0.04% | +1,220 | New |
| Wealth Alliance | 1,221 | $216.7K | 0.03% | +1,221 | New |
| Thrivent Financial for Lutherans | 1,229 | $218.0K | 0.00% | +1,229 | New |
| Concurrent Investment Advisors, LLC | 1,228 | $218.0K | 0.01% | +1,228 | New |
| Quantinno Capital Management LP | 1,229 | $218.2K | 0.00% | +1,229 | New |
| Alera Investment Advisors, LLC | 1,230 | $218.3K | 0.03% | +1,230 | New |
| Meadow Creek Wealth Advisors LLC | 1,242 | $220.5K | 0.21% | +1,242 | New |
| Peapack Gladstone Financial Corp | 1,250 | $222.0K | 0.00% | +1,250 | New |
| Leavell Investment Management, Inc. | 1,268 | $225.0K | 0.01% | +1,268 | New |
| Signature Estate & Investment Advisors LLC | 1,275 | $226.3K | 0.01% | +1,275 | New |
| Yousif Capital Management, LLC | 1,297 | $230.2K | 0.00% | −41−3.1% | Reduced |
| FSM Wealth Advisors, LLC | 1,327 | $235.6K | 0.08% | −28−2.1% | Reduced |
| Cresset Asset Management, LLC | 1,348 | $239.2K | 0.00% | −150−10.0% | Reduced |
| Thoroughbred Financial Services, LLC | 1,380 | $244.0K | 0.02% | +1,380 | New |
| Regions Financial Corp | 1,427 | $253.3K | 0.00% | +1,427 | New |
| Axq Capital, LP | 1,451 | $257.6K | 0.06% | +1,451 | New |
| O'Shaughnessy Asset Management, LLC | 1,454 | $258.1K | 0.00% | +234+19.2% | Added |
| Neuberger Berman Group LLC | 1,461 | $259.4K | 0.00% | +1,461 | New |
| Teacher Retirement System of Texas | 1,462 | $260.0K | 0.00% | −450−23.5% | Reduced |
| Lake Street Advisors Group, LLC | 1,477 | $262.2K | 0.01% | −2−0.1% | Reduced |
| San Luis Wealth Advisors LLC | 1,488 | $264.0K | 0.06% | +1,488 | New |
| Dynamic Technology Lab Private Ltd | 1,491 | $265.0K | 0.03% | +1,491 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,506 | $267.0K | 0.00% | +1,506 | New |
| Sandia Investment Management LP | 1,508 | $267.7K | 0.34% | 00.0% | Unchanged |
| CWM, LLC | 1,539 | $273.0K | 0.00% | −70−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,552 | $275.5K | 0.01% | −77−4.7% | Reduced |
| Corebridge Financial, Inc. | 1,616 | $286.9K | 0.00% | +1,616 | New |
| Oarsman Capital, Inc. | 1,630 | $289.4K | 0.06% | −11−0.7% | Reduced |
| Wealthfront Advisers LLC | 1,669 | $296.3K | 0.00% | +1,669 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,678 | $297.9K | 0.01% | +1,678 | New |
| Exencial Wealth Advisors, LLC | 1,679 | $298.1K | 0.01% | −144−7.9% | Reduced |
| Keb Asset Management, LLC | 1,750 | $310.7K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,762 | $312.8K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,784 | $316.6K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,900 | $337.3K | 0.00% | +800+72.7% | Added |
| Prudential PLC | 1,927 | $342.1K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,952 | $346.5K | 0.01% | +1,952 | New |
| Golden State Equity Partners | 1,977 | $351.0K | 0.07% | +1,977 | New |
| Oppenheimer & Co Inc | 1,981 | $351.7K | 0.01% | −100−4.8% | Reduced |
| Mercer Global Advisors Inc | 1,987 | $352.7K | 0.00% | +219+12.4% | Added |
| Legacy Capital Wealth Partners, LLC | 2,047 | $363.4K | 0.09% | +2,047 | New |
| Everhart Financial Group, Inc. | 2,150 | $381.7K | 0.10% | +333+18.3% | Added |
| Aristides Capital LLC | 2,200 | $390.5K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,596 | $399.6K | 0.00% | +2,527+3,662.3% | Added |
| Fidelis Capital Partners, LLC | 2,315 | $413.3K | 0.06% | −101−4.2% | Reduced |
| Private Wealth Group, LLC | 2,333 | $414.2K | 0.22% | 00.0% | Unchanged |
| Creative Planning | 2,436 | $432.5K | 0.00% | +43+1.8% | Added |
| Kestra Advisory Services, LLC | 2,454 | $435.6K | 0.00% | +2,454 | New |
| Garrison Bradford & Associates Inc | 2,525 | $448.0K | 0.46% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,594 | $460.5K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,595 | $460.7K | 0.00% | +87+3.5% | Added |
| Omers Administration Corp | 2,609 | $463.1K | 0.00% | +2,609 | New |
| Credit Agricole S A | 2,700 | $479.3K | 0.00% | +2,700 | New |
| Legacy Wealth Asset Management, LLC | 2,713 | $481.7K | 0.14% | +48+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,752 | $488.5K | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,755 | $489.1K | 0.10% | −3−0.1% | Reduced |
| Burt Wealth Advisors | 2,786 | $494.6K | 0.13% | −1,114−28.6% | Reduced |
| CIBC Asset Management Inc | 2,793 | $495.8K | 0.00% | +361+14.8% | Added |
| Stephens Inc | 2,816 | $499.9K | 0.01% | +33+1.2% | Added |
| Portside Wealth Group, LLC | 3,053 | $542.0K | 0.10% | −96−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,107 | $551.0K | 0.04% | +3,107 | New |
| Tortoise Investment Management, LLC | 3,104 | $551.1K | 0.06% | −300−8.8% | Reduced |
| QRG Capital Management, Inc. | 3,160 | $561.0K | 0.01% | +198+6.7% | Added |
| Federated Hermes, Inc. | 3,186 | $565.6K | 0.00% | +3,186 | New |
| Premier Path Wealth Partners, LLC | 3,196 | $567.3K | 0.10% | +81+2.6% | Added |
| Gamco Investors, Inc. Et Al | 3,200 | $568.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,250 | $577.0K | 0.00% | +1,950+150.0% | Added |
| Glenmede Trust Co NA | 3,254 | $577.6K | 0.00% | +696+27.2% | Added |
| Baird Financial Group, Inc. | 3,276 | $581.6K | 0.00% | −139−4.1% | Reduced |
| Hunting Hill Global Capital, LLC | 3,288 | $583.7K | 0.29% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,339 | $592.8K | 0.00% | −619−15.6% | Reduced |
| ICW Investment Advisors LLC | 3,375 | $599.2K | 0.27% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,430 | $608.9K | 0.25% | +1,169+51.7% | Added |
| Ironwood Investment Counsel, LLC | 3,452 | $612.8K | 0.11% | 00.0% | Unchanged |
| Sageworth Trust Co | 3,500 | $621.3K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,552 | $630.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,569 | $633.5K | 0.00% | +44+1.2% | Added |
| KBC Group NV | 3,573 | $634.0K | 0.00% | −3,231−47.5% | Reduced |
| JustInvest LLC | 3,764 | $634.6K | 0.01% | −10.0% | Reduced |
| Mutual of America Capital Management LLC | 3,584 | $636.2K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,621 | $642.8K | 0.26% | −461−11.3% | Reduced |
| Bank of Nova Scotia | 3,672 | $651.9K | 0.00% | +16+0.4% | Added |
| Commonwealth Equity Services, LLC | 3,694 | $656.0K | 0.00% | −23−0.6% | Reduced |
| Intech Investment Management LLC | 3,698 | $656.5K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,831 | $680.1K | 0.00% | −729−16.0% | Reduced |
| Marks Group Wealth Management, Inc | 3,902 | $692.7K | 0.07% | −394−9.2% | Reduced |
| Verition Fund Management LLC | 4,040 | $717.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,148 | $736.3K | 0.00% | +360+9.5% | Added |
| Buckingham Strategic Partners | 4,280 | $759.8K | 0.02% | −31−0.7% | Reduced |