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, Q3 2024
Institutional positions in Heico Corp as of Sep 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
- 503
- +52 vs. Q2 2024
- Shares held
- 73.9M
- +4.70M (+6.8%) vs. Q2 2024
- Total value
- $15.1B
- +$2.77B (+22.6%) vs. Q2 2024
- New holders
- 73
- 171 more added
- Sold out
- 21
- 169 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 544 | $110.8K | 0.00% | −3,287−85.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 562 | $116.5K | 0.01% | +3+0.5% | Added |
| Ci Investments Inc. | 591 | $120.0K | 0.00% | +33+5.9% | Added |
| CIBC Private Wealth Group, LLC | 615 | $125.3K | 0.00% | −90−12.8% | Reduced |
| Farther Finance Advisors, LLC | 635 | $129.3K | 0.00% | −19−2.9% | Reduced |
| Ostrum Asset Management | 688 | $140.2K | 0.01% | +9+1.3% | Added |
| National Bank of Canada | 703 | $143.2K | 0.00% | +17+2.5% | Added |
| Hilltop National Bank | 754 | $153.6K | 0.05% | −105−12.2% | Reduced |
| Harbor Investment Advisory, LLC | 806 | $164.2K | 0.02% | −106−11.6% | Reduced |
| GeoWealth Management, LLC | 842 | $171.6K | 0.01% | +40+5.0% | Added |
| VisionPoint Advisory Group, LLC | 851 | $173.4K | 0.06% | +204+31.5% | Added |
| GAMMA Investing LLC | 865 | $176.3K | 0.02% | +68+8.5% | Added |
| Pinnacle Financial Partners Inc | 901 | $183.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 906 | $184.6K | 0.03% | +906 | New |
| Roble, Belko & Company, Inc | 922 | $188.0K | 0.03% | −54−5.5% | Reduced |
| NewEdge Wealth, LLC | 993 | $202.3K | 0.00% | +993 | New |
| Acima Private Wealth, LLC | 994 | $202.5K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 998 | $203.4K | 0.00% | +998 | New |
| HighPoint Advisor Group LLC | 1,059 | $203.6K | 0.01% | +1,059 | New |
| Camelot Portfolios, LLC | 1,000 | $203.8K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,000 | $203.8K | 0.01% | +1,000 | New |
| Embree Financial Group | 1,000 | $203.8K | 0.04% | +1,000 | New |
| Blue Barn Wealth, LLC | 1,006 | $205.0K | 0.11% | +1,006 | New |
| AMG National Trust Bank | 1,011 | $206.0K | 0.01% | +1,011 | New |
| Fulton Bank, N.A. | 1,024 | $208.7K | 0.01% | +1,024 | New |
| Peak Financial Advisors LLC | 1,024 | $208.7K | 0.11% | +1,024 | New |
| First Horizon Advisors, Inc. | 1,025 | $208.9K | 0.01% | +2+0.2% | Added |
| Glenview Trust Co | 1,025 | $208.9K | 0.00% | +1,025 | New |
| Nations Financial Group Inc, | 1,030 | $209.9K | 0.02% | +1,030 | New |
| Brevan Howard Capital Management LP | 1,038 | $211.5K | 0.01% | +1,038 | New |
| Headlands Technologies LLC | 1,096 | $223.3K | 0.03% | +713+186.2% | Added |
| Alberta Investment Management Corp | 1,100 | $224.1K | 0.00% | +1,100 | New |
| Diversify Wealth Management, LLC | 1,144 | $226.6K | 0.02% | −68−5.6% | Reduced |
| Private Advisor Group, LLC | 1,127 | $229.7K | 0.00% | +1,127 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,130 | $230.5K | 0.13% | +1,130 | New |
| Blue Chip Partners, Inc. | 1,150 | $234.3K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,154 | $235.1K | 0.00% | −45−3.8% | Reduced |
| State of Wyoming | 1,169 | $238.2K | 0.03% | +41+3.6% | Added |
| CWM, LLC | 1,190 | $242.0K | 0.00% | −349−22.7% | Reduced |
| David Loasby | 1,202 | $242.4K | 0.02% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,204 | $245.3K | 0.19% | −38−3.1% | Reduced |
| Wealth Alliance | 1,206 | $245.8K | 0.03% | −15−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 1,216 | $248.0K | 0.00% | −34−2.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,220 | $248.9K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,228 | $250.3K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,230 | $251.0K | 0.00% | +1+0.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,235 | $251.6K | 0.00% | +1,235 | New |
| Kingswood Wealth Advisors, LLC | 1,253 | $255.3K | 0.02% | +1,253 | New |
| Alera Investment Advisors, LLC | 1,255 | $255.7K | 0.03% | +25+2.0% | Added |
| Leavell Investment Management, Inc. | 1,268 | $258.4K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,273 | $259.4K | 0.01% | −2−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,291 | $263.1K | 0.01% | −388−23.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,297 | $264.0K | 0.00% | +1,297 | New |
| Norden Group LLC | 1,301 | $265.1K | 0.03% | +1,301 | New |
| Yousif Capital Management, LLC | 1,312 | $267.3K | 0.00% | +15+1.2% | Added |
| Golden State Equity Partners | 1,366 | $278.3K | 0.04% | −611−30.9% | Reduced |
| Rakuten Investment Management, Inc. | 1,377 | $278.4K | 0.00% | +342+33.0% | Added |
| Thoroughbred Financial Services, LLC | 1,380 | $281.0K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,389 | $282.9K | 0.08% | +62+4.7% | Added |
| Virtu Financial LLC | 1,396 | $284.0K | 0.02% | +1,396 | New |
| Regions Financial Corp | 1,427 | $290.8K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,432 | $291.8K | 0.01% | −45−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 1,437 | $292.9K | 0.00% | +243+20.4% | Added |
| Cresset Asset Management, LLC | 1,469 | $299.3K | 0.00% | +121+9.0% | Added |
| Sterling Capital Management LLC | 1,478 | $301.2K | 0.00% | +1,478 | New |
| San Luis Wealth Advisors LLC | 1,488 | $303.0K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,495 | $304.7K | 0.00% | +34+2.3% | Added |
| Axxcess Wealth Management, LLC | 1,504 | $306.5K | 0.01% | −48−3.1% | Reduced |
| Sandia Investment Management LP | 1,508 | $307.3K | 0.50% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,551 | $316.0K | 0.00% | −3,536−69.5% | Reduced |
| Empowered Funds, LLC | 1,554 | $316.6K | 0.00% | +347+28.7% | Added |
| Corebridge Financial, Inc. | 1,560 | $317.9K | 0.00% | −56−3.5% | Reduced |
| FNY Investment Advisers, LLC | 1,580 | $321.0K | 0.16% | +457+40.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,580 | $322.0K | 0.00% | +74+4.9% | Added |
| Oarsman Capital, Inc. | 1,617 | $329.5K | 0.06% | −13−0.8% | Reduced |
| Point72 (DIFC) Ltd | 1,620 | $330.1K | 0.03% | +1,620 | New |
| Net Worth Advisory Group | 1,680 | $342.3K | 0.10% | +1,680 | New |
| Aristides Capital LLC | 1,700 | $346.4K | 0.14% | −500−22.7% | Reduced |
| Fisher Asset Management, LLC | 1,726 | $351.7K | 0.00% | +1,726 | New |
| Keb Asset Management, LLC | 1,750 | $356.6K | 0.11% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,750 | $356.6K | 0.00% | +1,750 | New |
| Ballentine Partners, LLC | 1,762 | $359.0K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,785 | $363.7K | 0.03% | +1+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,830 | $372.9K | 0.07% | −217−10.6% | Reduced |
| Machina Capital S.A.S. | 1,883 | $383.7K | 0.15% | −2,998−61.4% | Reduced |
| UniSuper Management Pty Ltd | 1,900 | $387.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 1,927 | $392.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,932 | $393.7K | 0.00% | +732+61.0% | Added |
| Crestwood Advisors Group LLC | 1,954 | $398.1K | 0.01% | +2+0.1% | Added |
| Oppenheimer & Co Inc | 1,981 | $403.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,081 | $424.0K | 0.03% | +2,081 | New |
| Jane Street Group, LLC | 2,157 | $439.5K | 0.00% | −10,973−83.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,260 | $447.7K | 0.05% | −55−2.4% | Reduced |
| SG Americas Securities, LLC | 2,261 | $461.0K | 0.00% | −7,671−77.2% | Reduced |
| Private Wealth Group, LLC | 2,333 | $475.4K | 0.24% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,343 | $477.4K | 0.01% | +2,343 | New |
| Kestra Advisory Services, LLC | 2,411 | $491.2K | 0.00% | −43−1.8% | Reduced |
| Garrison Bradford & Associates Inc | 2,450 | $499.0K | 0.49% | −75−3.0% | Reduced |
| Axq Capital, LP | 2,452 | $499.6K | 0.15% | +1,001+69.0% | Added |
| AA Financial Advisors, LLC | 2,484 | $506.1K | 0.15% | +2,484 | New |