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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 2,499 | $509.2K | 0.01% | +1,270+103.3% | Added |
| ExodusPoint Capital Management, LP | 2,540 | $518.0K | 0.01% | +2,540 | New |
| Glenmede Trust Co NA | 2,590 | $527.7K | 0.00% | −664−20.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,559 | $530.3K | 0.00% | +1,105+76.0% | Added |
| Federated Hermes, Inc. | 2,719 | $554.0K | 0.00% | −467−14.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,731 | $556.6K | 0.15% | +18+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 2,752 | $560.7K | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,753 | $561.0K | 0.10% | −2−0.1% | Reduced |
| Mercer Global Advisors Inc | 2,770 | $565.0K | 0.00% | +783+39.4% | Added |
| Burt Wealth Advisors | 2,786 | $567.7K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,834 | $577.5K | 0.13% | +684+31.8% | Added |
| Credit Agricole S A | 2,850 | $580.7K | 0.00% | +150+5.6% | Added |
| Commerce Bank | 2,900 | $590.9K | 0.00% | +2,900 | New |
| CIBC Asset Management Inc | 2,941 | $599.3K | 0.00% | +148+5.3% | Added |
| Premier Path Wealth Partners, LLC | 2,946 | $600.2K | 0.09% | −250−7.8% | Reduced |
| Baldwin Brothers Inc | 2,967 | $604.6K | 0.04% | +2,967 | New |
| Tortoise Investment Management, LLC | 3,006 | $612.4K | 0.06% | −98−3.2% | Reduced |
| Aviva PLC | 3,048 | $621.1K | 0.00% | −5,340−63.7% | Reduced |
| Stephens Inc | 3,072 | $626.0K | 0.01% | +256+9.1% | Added |
| Voloridge Investment Management, LLC | 3,093 | $630.2K | 0.00% | +3,093 | New |
| Harvest Fund Management Co., Ltd | 3,107 | $632.0K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 3,157 | $643.3K | 0.01% | +562+21.7% | Added |
| Gamco Investors, Inc. Et Al | 3,200 | $652.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,267 | $665.7K | 0.00% | −9−0.3% | Reduced |
| Hunting Hill Global Capital, LLC | 3,288 | $670.0K | 0.94% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,390 | $690.7K | 0.00% | −179−5.0% | Reduced |
| Portside Wealth Group, LLC | 3,391 | $691.0K | 0.12% | +338+11.1% | Added |
| ICW Investment Advisors LLC | 3,451 | $703.4K | 0.29% | +76+2.3% | Added |
| Ironwood Investment Counsel, LLC | 3,452 | $703.4K | 0.12% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,477 | $708.5K | 0.01% | −107−3.0% | Reduced |
| Sageworth Trust Co | 3,500 | $713.2K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,544 | $718.5K | 0.00% | +294+9.0% | Added |
| Commonwealth Equity Services, LLC | 3,532 | $720.0K | 0.00% | −162−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,552 | $723.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,568 | $727.0K | 0.01% | −196−5.2% | Reduced |
| KBC Group NV | 3,573 | $728.0K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 3,609 | $735.4K | 0.01% | +1,000+38.3% | Added |
| Bank of Nova Scotia | 3,645 | $742.7K | 0.00% | −27−0.7% | Reduced |
| Intech Investment Management LLC | 3,698 | $753.5K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,764 | $767.0K | 0.07% | −138−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,903 | $795.3K | 0.00% | +564+16.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,954 | $805.7K | 0.00% | +3,954 | New |
| Gibbs Wealth Management | 4,006 | $816.3K | 0.26% | +576+16.8% | Added |
| HighTower Advisors, LLC | 4,288 | $871.0K | 0.00% | −435−9.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,277 | $871.5K | 0.39% | +656+18.1% | Added |
| Illinois Municipal Retirement Fund | 4,469 | $910.6K | 0.01% | +1,875+72.3% | Added |
| Makaira Partners LLC | 4,477 | $912.2K | 0.12% | −165−3.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,500 | $916.9K | 0.06% | −7,385−62.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,617 | $940.8K | 0.00% | −372−7.5% | Reduced |
| Maryland State Retirement & Pension System | 4,652 | $947.9K | 0.02% | −1,591−25.5% | Reduced |
| American Century Companies Inc | 4,671 | $951.8K | 0.00% | −28−0.6% | Reduced |
| QRG Capital Management, Inc. | 4,722 | $962.2K | 0.01% | +1,562+49.4% | Added |
| Park Avenue Securities LLC | 4,732 | $964.0K | 0.01% | −521−9.9% | Reduced |
| Edgestream Partners, L.P. | 4,750 | $967.9K | 0.04% | +4,750 | New |
| Verdence Capital Advisors LLC | 4,762 | $970.3K | 0.08% | −151−3.1% | Reduced |
| Raymond James Trust N.A. | 4,768 | $971.5K | 0.02% | −282−5.6% | Reduced |
| Wealthfront Advisers LLC | 4,791 | $976.2K | 0.00% | +3,122+187.1% | Added |
| Strategic Advisors LLC | 4,805 | $979.1K | 0.18% | −2,736−36.3% | Reduced |
| Capital Analysts, LLC | 4,927 | $1.00M | 0.04% | −90−1.8% | Reduced |
| Janney Montgomery Scott LLC | 4,932 | $1.00M | 0.00% | +419+9.3% | Added |
| Pacific Global Investment Management CO | 4,960 | $1.01M | 0.18% | −181−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,096 | $1.04M | 0.10% | −256−4.8% | Reduced |
| MetLife Investment Management | 5,120 | $1.04M | 0.01% | −100−1.9% | Reduced |
| Azzad Asset Management Inc | 5,215 | $1.06M | 0.12% | −1,519−22.6% | Reduced |
| Amalgamated Bank | 5,407 | $1.10M | 0.01% | −82−1.5% | Reduced |
| AQR Capital Management LLC | 5,461 | $1.11M | 0.00% | +1,081+24.7% | Added |
| Candriam Luxembourg S.C.A. | 5,502 | $1.12M | 0.01% | +532+10.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,572 | $1.14M | 0.00% | +1,424+34.3% | Added |
| Prudential Financial Inc | 5,666 | $1.15M | 0.00% | +518+10.1% | Added |
| Daiwa Securities Group Inc. | 5,767 | $1.18M | 0.01% | +500+9.5% | Added |
| Gulf International Bank (UK) Ltd | 5,804 | $1.18M | 0.03% | −360−5.8% | Reduced |
| Hills Bank & Trust Co | 5,983 | $1.22M | 0.09% | −322−5.1% | Reduced |
| Buckingham Strategic Partners | 6,085 | $1.24M | 0.03% | +1,805+42.2% | Added |
| D. E. Shaw & Co., Inc. | 6,105 | $1.24M | 0.00% | −43,987−87.8% | Reduced |
| Keybank National Association | 6,105 | $1.24M | 0.00% | −245−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 6,220 | $1.27M | 0.00% | +832+15.4% | Added |
| Integrated Wealth Concepts LLC | 6,451 | $1.31M | 0.02% | −172−2.6% | Reduced |
| RSM US Wealth Management LLC | 6,461 | $1.32M | 0.02% | −78−1.2% | Reduced |
| First Hawaiian Bank | 6,652 | $1.36M | 0.04% | −70−1.0% | Reduced |
| Fiduciary Group LLC | 6,657 | $1.36M | 0.14% | −80−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,773 | $1.38M | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,899 | $1.41M | 0.14% | −92−1.3% | Reduced |
| Gilbert & Cook, Inc. | 6,948 | $1.42M | 0.19% | −266−3.7% | Reduced |
| Creative Planning | 7,052 | $1.44M | 0.00% | +4,616+189.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,157 | $1.46M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 7,157 | $1.46M | 0.01% | +7,157 | New |
| Bessemer Group Inc | 7,530 | $1.53M | 0.00% | −310−4.0% | Reduced |
| Natixis | 7,571 | $1.54M | 0.01% | −298−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,588 | $1.55M | 0.02% | −35−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,667 | $1.56M | 0.01% | +116+1.5% | Added |
| Capital International Sarl | 7,713 | $1.57M | 0.04% | −1,628−17.4% | Reduced |
| Cetera Investment Advisers | 7,762 | $1.58M | 0.00% | −251−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,894 | $1.61M | 0.03% | +6,216+370.4% | Added |
| SRS Capital Advisors, Inc. | 8,055 | $1.64M | 0.15% | −1,149−12.5% | Reduced |
| IFM Investors Pty Ltd | 8,067 | $1.64M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,083 | $1.65M | 0.01% | −54−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,108 | $1.65M | 0.04% | −193−2.3% | Reduced |
| Trexquant Investment LP | 8,109 | $1.65M | 0.02% | +8,109 | New |
| CI Private Wealth, LLC | 8,761 | $1.79M | 0.00% | −477−5.2% | Reduced |
| Ethic Inc. | 11,708 | $1.80M | 0.05% | −539−4.4% | Reduced |