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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 9,184 | $1.87M | 0.06% | +631+7.4% | Added |
| Nissay Asset Management Corp | 9,113 | $1.86M | 0.01% | +288+3.3% | Added |
| Blair William & Co | 9,058 | $1.85M | 0.01% | −485−5.1% | Reduced |
| Ethic Inc. | 11,708 | $1.80M | 0.05% | −539−4.4% | Reduced |
| CI Private Wealth, LLC | 8,761 | $1.79M | 0.00% | −477−5.2% | Reduced |
| Trexquant Investment LP | 8,109 | $1.65M | 0.02% | +8,109 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,108 | $1.65M | 0.04% | −193−2.3% | Reduced |
| MML Investors Services, LLC | 8,083 | $1.65M | 0.01% | −54−0.7% | Reduced |
| IFM Investors Pty Ltd | 8,067 | $1.64M | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,055 | $1.64M | 0.15% | −1,149−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,894 | $1.61M | 0.03% | +6,216+370.4% | Added |
| Cetera Investment Advisers | 7,762 | $1.58M | 0.00% | −251−3.1% | Reduced |
| Capital International Sarl | 7,713 | $1.57M | 0.04% | −1,628−17.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,667 | $1.56M | 0.01% | +116+1.5% | Added |
| Atria Wealth Solutions, Inc. | 7,588 | $1.55M | 0.02% | −35−0.5% | Reduced |
| Natixis | 7,571 | $1.54M | 0.01% | −298−3.8% | Reduced |
| Bessemer Group Inc | 7,530 | $1.53M | 0.00% | −310−4.0% | Reduced |
| 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 |
| Creative Planning | 7,052 | $1.44M | 0.00% | +4,616+189.5% | Added |
| Gilbert & Cook, Inc. | 6,948 | $1.42M | 0.19% | −266−3.7% | Reduced |
| Soltis Investment Advisors LLC | 6,899 | $1.41M | 0.14% | −92−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,773 | $1.38M | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 6,657 | $1.36M | 0.14% | −80−1.2% | Reduced |
| First Hawaiian Bank | 6,652 | $1.36M | 0.04% | −70−1.0% | Reduced |
| RSM US Wealth Management LLC | 6,461 | $1.32M | 0.02% | −78−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,451 | $1.31M | 0.02% | −172−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,220 | $1.27M | 0.00% | +832+15.4% | 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 |
| Buckingham Strategic Partners | 6,085 | $1.24M | 0.03% | +1,805+42.2% | Added |
| Hills Bank & Trust Co | 5,983 | $1.22M | 0.09% | −322−5.1% | Reduced |
| Gulf International Bank (UK) Ltd | 5,804 | $1.18M | 0.03% | −360−5.8% | Reduced |
| Daiwa Securities Group Inc. | 5,767 | $1.18M | 0.01% | +500+9.5% | Added |
| Prudential Financial Inc | 5,666 | $1.15M | 0.00% | +518+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,572 | $1.14M | 0.00% | +1,424+34.3% | Added |
| Candriam Luxembourg S.C.A. | 5,502 | $1.12M | 0.01% | +532+10.7% | Added |
| AQR Capital Management LLC | 5,461 | $1.11M | 0.00% | +1,081+24.7% | Added |
| Amalgamated Bank | 5,407 | $1.10M | 0.01% | −82−1.5% | Reduced |
| Azzad Asset Management Inc | 5,215 | $1.06M | 0.12% | −1,519−22.6% | Reduced |
| MetLife Investment Management | 5,120 | $1.04M | 0.01% | −100−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,096 | $1.04M | 0.10% | −256−4.8% | Reduced |
| Pacific Global Investment Management CO | 4,960 | $1.01M | 0.18% | −181−3.5% | Reduced |
| Janney Montgomery Scott LLC | 4,932 | $1.00M | 0.00% | +419+9.3% | Added |
| Capital Analysts, LLC | 4,927 | $1.00M | 0.04% | −90−1.8% | Reduced |
| Strategic Advisors LLC | 4,805 | $979.1K | 0.18% | −2,736−36.3% | Reduced |
| Wealthfront Advisers LLC | 4,791 | $976.2K | 0.00% | +3,122+187.1% | Added |
| Raymond James Trust N.A. | 4,768 | $971.5K | 0.02% | −282−5.6% | Reduced |
| Verdence Capital Advisors LLC | 4,762 | $970.3K | 0.08% | −151−3.1% | Reduced |
| Edgestream Partners, L.P. | 4,750 | $967.9K | 0.04% | +4,750 | New |
| Park Avenue Securities LLC | 4,732 | $964.0K | 0.01% | −521−9.9% | Reduced |
| QRG Capital Management, Inc. | 4,722 | $962.2K | 0.01% | +1,562+49.4% | Added |
| American Century Companies Inc | 4,671 | $951.8K | 0.00% | −28−0.6% | Reduced |
| Maryland State Retirement & Pension System | 4,652 | $947.9K | 0.02% | −1,591−25.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,617 | $940.8K | 0.00% | −372−7.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,500 | $916.9K | 0.06% | −7,385−62.1% | Reduced |
| Makaira Partners LLC | 4,477 | $912.2K | 0.12% | −165−3.6% | Reduced |
| Illinois Municipal Retirement Fund | 4,469 | $910.6K | 0.01% | +1,875+72.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,277 | $871.5K | 0.39% | +656+18.1% | Added |
| HighTower Advisors, LLC | 4,288 | $871.0K | 0.00% | −435−9.2% | Reduced |
| Gibbs Wealth Management | 4,006 | $816.3K | 0.26% | +576+16.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,954 | $805.7K | 0.00% | +3,954 | New |
| Advisor Group Holdings, Inc. | 3,903 | $795.3K | 0.00% | +564+16.9% | Added |
| Marks Group Wealth Management, Inc | 3,764 | $767.0K | 0.07% | −138−3.5% | Reduced |
| Intech Investment Management LLC | 3,698 | $753.5K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,645 | $742.7K | 0.00% | −27−0.7% | Reduced |
| Omers Administration Corp | 3,609 | $735.4K | 0.01% | +1,000+38.3% | Added |
| KBC Group NV | 3,573 | $728.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,568 | $727.0K | 0.01% | −196−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,552 | $723.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,532 | $720.0K | 0.00% | −162−4.4% | Reduced |
| Jones Financial Companies LLLP | 3,544 | $718.5K | 0.00% | +294+9.0% | Added |
| Sageworth Trust Co | 3,500 | $713.2K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,477 | $708.5K | 0.01% | −107−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,452 | $703.4K | 0.12% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 3,451 | $703.4K | 0.29% | +76+2.3% | Added |
| Portside Wealth Group, LLC | 3,391 | $691.0K | 0.12% | +338+11.1% | Added |
| Captrust Financial Advisors | 3,390 | $690.7K | 0.00% | −179−5.0% | Reduced |
| Hunting Hill Global Capital, LLC | 3,288 | $670.0K | 0.94% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,267 | $665.7K | 0.00% | −9−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,200 | $652.0K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 3,157 | $643.3K | 0.01% | +562+21.7% | Added |
| Harvest Fund Management Co., Ltd | 3,107 | $632.0K | 0.04% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,093 | $630.2K | 0.00% | +3,093 | New |
| Stephens Inc | 3,072 | $626.0K | 0.01% | +256+9.1% | Added |
| Aviva PLC | 3,048 | $621.1K | 0.00% | −5,340−63.7% | Reduced |
| Tortoise Investment Management, LLC | 3,006 | $612.4K | 0.06% | −98−3.2% | Reduced |
| Baldwin Brothers Inc | 2,967 | $604.6K | 0.04% | +2,967 | New |
| Premier Path Wealth Partners, LLC | 2,946 | $600.2K | 0.09% | −250−7.8% | Reduced |
| CIBC Asset Management Inc | 2,941 | $599.3K | 0.00% | +148+5.3% | Added |
| Commerce Bank | 2,900 | $590.9K | 0.00% | +2,900 | New |
| Credit Agricole S A | 2,850 | $580.7K | 0.00% | +150+5.6% | Added |
| Everhart Financial Group, Inc. | 2,834 | $577.5K | 0.13% | +684+31.8% | Added |
| Burt Wealth Advisors | 2,786 | $567.7K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,770 | $565.0K | 0.00% | +783+39.4% | Added |
| Moody Aldrich Partners LLC | 2,753 | $561.0K | 0.10% | −2−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,752 | $560.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,731 | $556.6K | 0.15% | +18+0.7% | Added |
| Federated Hermes, Inc. | 2,719 | $554.0K | 0.00% | −467−14.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,559 | $530.3K | 0.00% | +1,105+76.0% | Added |