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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 105 | $18.6K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 89 | $15.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 78 | $13.8K | 0.00% | +23+41.8% | Added |
| Fifth Third Bancorp | 76 | $13.5K | 0.00% | −47−38.2% | Reduced |
| Close Asset Management Ltd | 75 | $13.0K | 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 |
| Whittier Trust Co of Nevada Inc | 68 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ossiam | 67 | $11.9K | 0.00% | +67 | New |
| IFP Advisors, Inc | 65 | $11.5K | 0.00% | +24+58.5% | Added |
| Allworth Financial LP | 65 | $11.3K | 0.00% | +7+12.1% | Added |
| Smartleaf Asset Management LLC | 63 | $11.2K | 0.00% | +34+117.2% | Added |
| Northwestern Mutual Wealth Management Co | 59 | $10.5K | 0.00% | −1−1.7% | Reduced |
| Rothschild Investment LLC | 57 | $10.1K | 0.00% | −43−43.0% | Reduced |
| International Assets Investment Management, LLC | 55 | $9.76K | 0.00% | +55 | New |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $8.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 45 | $7.88K | 0.00% | +38+542.9% | Added |
| Ronald Blue Trust, Inc. | 51 | $7.85K | 0.00% | +16+45.7% | Added |
| Parkside Financial Bank & Trust | 43 | $7.63K | 0.00% | +7+19.4% | Added |
| Bell Investment Advisors, Inc | 40 | $7.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $6.92K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 38 | $6.75K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 36 | $6.39K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 36 | $6.39K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 34 | $6.04K | 0.00% | −28−45.2% | Reduced |
| Bogart Wealth, LLC | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $5.00K | 0.00% | −5−14.3% | Reduced |
| Lynx Investment Advisory | 26 | $4.62K | 0.00% | +26 | New |
| Kings Path Partners LLC | 26 | $4.62K | 0.00% | +26 | New |
| First PREMIER Bank | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $3.73K | 0.00% | +1+5.0% | Added |
| Quadrant Capital Group LLC | 20 | $3.55K | 0.00% | +2+11.1% | Added |
| Triad Wealth Partners, LLC | 18 | $3.19K | 0.00% | +18 | New |
| Tucker Asset Management LLC | 13 | $2.31K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $2.00K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $1.60K | 0.00% | +9 | New |
| Opal Wealth Advisors, LLC | 9 | $1.60K | 0.00% | +9 | New |
| TD Waterhouse Canada Inc. | 8 | $1.40K | 0.00% | +8 | New |
| 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 |
| SJS Investment Consulting Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cornerstone Planning Group LLC | 4 | $712 | 0.00% | −10−71.4% | Reduced |
| True Wealth Design, LLC | 3 | $533 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $176 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 0 | $56 | 0.00% | −130−100.0% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −702,752−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −59,678−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −44,084−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,944−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,510−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,785−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |