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, Q4 2024
Institutional positions in Heico Corp as of Dec 31, 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
- 502
- +11 vs. Q3 2024
- Shares held
- 74.3M
- +1.05M (+1.4%) vs. Q3 2024
- Total value
- $13.8B
- −$1.10B (−7.3%) vs. Q3 2024
- New holders
- 64
- 159 more added
- Sold out
- 53
- 179 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 417 | $77.6K | 0.00% | +92+28.3% | Added |
| CVA Family Office, LLC | 422 | $78.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 469 | $87.7K | 0.01% | +341+266.4% | Added |
| WPG Advisers, LLC | 483 | $89.9K | 0.08% | +483 | New |
| Covestor Ltd | 539 | $100.0K | 0.06% | +46+9.3% | Added |
| CIBC Private Wealth Group, LLC | 581 | $103.9K | 0.00% | −34−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 585 | $108.7K | 0.00% | +83+16.5% | Added |
| GeoWealth Management, LLC | 648 | $120.6K | 0.00% | −194−23.0% | Reduced |
| R Squared Ltd | 650 | $121.0K | 0.12% | +650 | New |
| EP Wealth Advisors, LLC | 655 | $121.9K | 0.00% | +655 | New |
| Ostrum Asset Management | 659 | $122.6K | 0.01% | −29−4.2% | Reduced |
| FNY Investment Advisers, LLC | 670 | $124.0K | 0.06% | −910−57.6% | Reduced |
| Ossiam | 690 | $128.4K | 0.00% | +617+845.2% | Added |
| Harbor Investment Advisory, LLC | 695 | $129.3K | 0.01% | −111−13.8% | Reduced |
| Hilltop National Bank | 699 | $130.1K | 0.04% | −55−7.3% | Reduced |
| National Bank of Canada | 713 | $132.8K | 0.00% | +10+1.4% | Added |
| Ci Investments Inc. | 717 | $133.0K | 0.00% | +126+21.3% | Added |
| Farther Finance Advisors, LLC | 784 | $146.0K | 0.01% | +149+23.5% | Added |
| VisionPoint Advisory Group, LLC | 845 | $157.1K | 0.05% | −6−0.7% | Reduced |
| Roble, Belko & Company, Inc | 922 | $172.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 945 | $175.8K | 0.00% | +945 | New |
| MAI Capital Management | 948 | $176.3K | 0.00% | +948 | New |
| Pinnacle Financial Partners Inc | 901 | $183.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 994 | $185.0K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 998 | $185.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,006 | $187.2K | 0.02% | +141+16.3% | Added |
| State of Wyoming | 1,031 | $191.8K | 0.02% | −138−11.8% | Reduced |
| OneAscent Financial Services LLC | 1,093 | $203.0K | 0.02% | +1,093 | New |
| Alberta Investment Management Corp | 1,100 | $204.7K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,104 | $205.4K | 0.00% | +1,104 | New |
| Wallace Advisory Group, LLC | 1,009 | $205.6K | 0.14% | +1,009 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,118 | $208.0K | 0.00% | −462−29.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,130 | $210.3K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,135 | $211.2K | 0.01% | +110+10.7% | Added |
| Colony Group, LLC | 1,135 | $211.2K | 0.00% | +1,135 | New |
| MONECO Advisors, LLC | 1,148 | $213.6K | 0.02% | +1,148 | New |
| Meadow Creek Wealth Advisors LLC | 1,159 | $215.7K | 0.16% | −45−3.7% | Reduced |
| CAPROCK Group, Inc. | 1,163 | $216.4K | 0.01% | +1,163 | New |
| Exencial Wealth Advisors, LLC | 1,165 | $216.8K | 0.01% | −126−9.8% | Reduced |
| Simplex Trading, LLC | 1,177 | $219.0K | 0.01% | +915+349.2% | Added |
| CWM, LLC | 1,210 | $225.0K | 0.00% | +20+1.7% | Added |
| Jane Street Group, LLC | 1,212 | $225.5K | 0.00% | −945−43.8% | Reduced |
| Concurrent Investment Advisors, LLC | 1,228 | $228.6K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,230 | $229.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 1,240 | $230.8K | 0.03% | +34+2.8% | Added |
| Glenview Trust Co | 1,241 | $230.9K | 0.00% | +216+21.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,245 | $231.7K | 0.00% | +10+0.8% | Added |
| Fedenia Advisers LLC | 1,255 | $233.5K | 0.14% | +1,255 | New |
| Cambridge Investment Research Advisors, Inc. | 1,263 | $235.0K | 0.00% | −34−2.6% | Reduced |
| Leavell Investment Management, Inc. | 1,268 | $235.9K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,272 | $236.7K | 0.01% | −1−0.1% | Reduced |
| Vident Advisory, LLC | 1,302 | $242.3K | 0.00% | +1,302 | New |
| Sterling Capital Management LLC | 1,312 | $244.1K | 0.00% | −166−11.2% | Reduced |
| Yousif Capital Management, LLC | 1,312 | $244.1K | 0.00% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,313 | $244.3K | 0.05% | +1,313 | New |
| David Loasby | 1,400 | $249.1K | 0.02% | +198+16.5% | Added |
| Commonwealth Equity Services, LLC | 1,352 | $252.0K | 0.00% | −2,180−61.7% | Reduced |
| Lake Street Advisors Group, LLC | 1,367 | $254.4K | 0.01% | −65−4.5% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $260.5K | 0.00% | −500−26.3% | Reduced |
| Regions Financial Corp | 1,423 | $264.8K | 0.00% | −4−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,429 | $266.0K | 0.00% | −8−0.6% | Reduced |
| Norden Group LLC | 1,439 | $267.8K | 0.03% | +138+10.6% | Added |
| Axxcess Wealth Management, LLC | 1,442 | $268.3K | 0.01% | −62−4.1% | Reduced |
| Neuberger Berman Group LLC | 1,461 | $271.9K | 0.00% | −34−2.3% | Reduced |
| San Luis Wealth Advisors LLC | 1,488 | $277.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,490 | $277.3K | 0.12% | −393−20.9% | Reduced |
| Thoroughbred Financial Services, LLC | 1,498 | $278.0K | 0.02% | +118+8.6% | Added |
| FSM Wealth Advisors, LLC | 1,487 | $278.2K | 0.07% | +98+7.1% | Added |
| Corebridge Financial, Inc. | 1,498 | $278.7K | 0.00% | −62−4.0% | Reduced |
| Sandia Investment Management LP | 1,508 | $280.6K | 0.53% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,517 | $282.3K | 0.00% | −8,099−84.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,537 | $286.0K | 0.00% | −14−0.9% | Reduced |
| City Center Advisors, LLC | 1,599 | $297.5K | 0.33% | +1,599 | New |
| Oarsman Capital, Inc. | 1,610 | $299.6K | 0.05% | −7−0.4% | Reduced |
| Net Worth Advisory Group | 1,684 | $313.4K | 0.10% | +4+0.2% | Added |
| Board of the Pension Protection Fund | 1,700 | $316.3K | 0.37% | +1,700 | New |
| Boothbay Fund Management, LLC | 1,708 | $317.8K | 0.01% | −17,910−91.3% | Reduced |
| Alps Advisors Inc | 1,750 | $325.6K | 0.00% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $325.6K | 0.09% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,757 | $326.9K | 0.00% | +203+13.1% | Added |
| Mercer Global Advisors Inc | 1,781 | $331.4K | 0.00% | −989−35.7% | Reduced |
| RKL Wealth Management LLC | 1,785 | $332.1K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,793 | $333.6K | 0.00% | −3,873−68.4% | Reduced |
| Ballentine Partners, LLC | 1,796 | $334.2K | 0.01% | +34+1.9% | Added |
| Legacy Capital Wealth Partners, LLC | 1,798 | $334.6K | 0.08% | −32−1.7% | Reduced |
| Adviser Investments LLC | 1,805 | $335.9K | 0.00% | +1,805 | New |
| J2 Capital Management Inc | 1,841 | $342.6K | 0.32% | +1,841 | New |
| SageView Advisory Group, LLC | 1,870 | $348.0K | 0.01% | +1,870 | New |
| Aristides Capital LLC | 1,910 | $355.4K | 0.11% | +210+12.4% | Added |
| Prudential PLC | 1,927 | $358.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,981 | $368.6K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,077 | $386.5K | 0.01% | +123+6.3% | Added |
| Tower Research Capital LLC (TRC) | 2,090 | $388.9K | 0.01% | +1,627+351.4% | Added |
| Garrison Bradford & Associates Inc | 2,250 | $419.0K | 0.44% | −200−8.2% | Reduced |
| Federated Hermes, Inc. | 2,253 | $419.2K | 0.00% | −466−17.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,261 | $433.8K | 0.04% | +10.0% | Added |
| Private Wealth Group, LLC | 2,333 | $434.1K | 0.21% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,343 | $436.0K | 0.02% | −764−24.6% | Reduced |
| Allstate Corp | 2,405 | $447.5K | 0.01% | +2,405 | New |
| AA Financial Advisors, LLC | 2,484 | $462.2K | 0.12% | 00.0% | Unchanged |