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, Q1 2025
Institutional positions in Heico Corp as of Mar 31, 2025. 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
- 544
- +49 vs. Q4 2024
- Shares held
- 74.7M
- +812.9K (+1.1%) vs. Q4 2024
- Total value
- $15.8B
- +$2.01B (+14.6%) vs. Q4 2024
- New holders
- 89
- 193 more added
- Sold out
- 40
- 174 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 291 | $61.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $65.4K | 0.01% | +293+1,723.5% | Added |
| Central Trust Co | 312 | $65.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 325 | $68.6K | 0.00% | −8−2.4% | Reduced |
| Whipplewood Advisors, LLC | 297 | $68.8K | 0.04% | −48−13.9% | Reduced |
| CIBC Private Wealth Group, LLC | 367 | $69.9K | 0.00% | −214−36.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 360 | $75.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $82.3K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $86.5K | 0.01% | +18+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 415 | $87.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 417 | $88.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 422 | $89.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 428 | $91.0K | 0.00% | −356−45.4% | Reduced |
| Mint Tower Capital Management B.V. | 444 | $94.0K | 0.03% | −11,256−96.2% | Reduced |
| WPG Advisers, LLC | 447 | $94.3K | 0.09% | −36−7.5% | Reduced |
| Smartleaf Asset Management LLC | 470 | $98.5K | 0.01% | +1+0.2% | Added |
| Lazard Asset Management LLC | 500 | $105.0K | 0.00% | +480+2,400.0% | Added |
| Northwestern Mutual Wealth Management Co | 532 | $112.2K | 0.00% | +262+97.0% | Added |
| Coldstream Capital Management Inc | 540 | $113.9K | 0.00% | +540 | New |
| Covestor Ltd | 577 | $122.0K | 0.08% | +38+7.1% | Added |
| Ostrum Asset Management | 610 | $128.7K | 0.01% | −49−7.4% | Reduced |
| EP Wealth Advisors, LLC | 685 | $144.6K | 0.00% | +30+4.6% | Added |
| Harbor Investment Advisory, LLC | 695 | $146.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 723 | $152.5K | 0.01% | +441+156.4% | Added |
| National Bank of Canada | 739 | $155.8K | 0.00% | +26+3.6% | Added |
| Ci Investments Inc. | 777 | $164.0K | 0.00% | +60+8.4% | Added |
| Pinnacle Financial Partners Inc | 901 | $167.7K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 812 | $171.3K | 0.00% | +812 | New |
| Simplex Trading, LLC | 824 | $173.0K | 0.01% | −353−30.0% | Reduced |
| Siemens Fonds Invest GmbH | 865 | $182.5K | 0.01% | +865 | New |
| Roble, Belko & Company, Inc | 922 | $195.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 962 | $203.0K | 0.03% | −69−6.7% | Reduced |
| Marino, Stram & Associates LLC | 966 | $203.8K | 0.05% | +966 | New |
| Axq Capital, LP | 983 | $207.4K | 0.08% | +983 | New |
| Longboard Asset Management, LP | 991 | $209.1K | 0.61% | +991 | New |
| AMG National Trust Bank | 992 | $209.3K | 0.01% | +992 | New |
| Acima Private Wealth, LLC | 994 | $209.7K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 998 | $210.5K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,003 | $211.6K | 0.02% | +1,003 | New |
| Diversify Wealth Management, LLC | 1,065 | $211.9K | 0.02% | +1,065 | New |
| Proficio Capital Partners LLC | 1,006 | $212.2K | 0.02% | +1,006 | New |
| Nations Financial Group Inc, | 1,023 | $215.8K | 0.02% | +1,023 | New |
| GAMMA Investing LLC | 1,038 | $219.0K | 0.02% | +32+3.2% | Added |
| Fulton Bank, N.A. | 1,050 | $221.5K | 0.01% | +1,050 | New |
| HighPoint Advisor Group LLC | 1,115 | $221.8K | 0.01% | +1,115 | New |
| NewEdge Wealth, LLC | 1,053 | $222.1K | 0.00% | +1,053 | New |
| Colony Group, LLC | 1,060 | $223.6K | 0.00% | −75−6.6% | Reduced |
| Blue Barn Wealth, LLC | 1,067 | $225.1K | 0.12% | +1,067 | New |
| Foundations Investment Advisors, LLC | 1,068 | $225.2K | 0.00% | +1,068 | New |
| First Trust Advisors LP | 1,083 | $228.5K | 0.00% | −21−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,101 | $232.0K | 0.00% | −162−12.8% | Reduced |
| Alberta Investment Management Corp | 1,100 | $232.1K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,101 | $232.2K | 0.01% | −64−5.5% | Reduced |
| We Are One Seven, LLC | 1,107 | $233.5K | 0.01% | +1,107 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,118 | $235.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,129 | $238.2K | 0.00% | +1,129 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,130 | $238.4K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,148 | $242.2K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 1,161 | $244.9K | 0.00% | −80−6.4% | Reduced |
| Keebeck Alpha, LP | 1,166 | $246.0K | 0.29% | +1,166 | New |
| Meadow Creek Wealth Advisors LLC | 1,173 | $247.5K | 0.18% | +14+1.2% | Added |
| Sequoia Financial Advisors, LLC | 1,207 | $254.6K | 0.00% | +1,207 | New |
| Oarsman Capital, Inc. | 1,207 | $254.6K | 0.05% | −403−25.0% | Reduced |
| Leavell Investment Management, Inc. | 1,207 | $254.6K | 0.01% | −61−4.8% | Reduced |
| First Horizon Advisors, Inc. | 1,222 | $257.8K | 0.01% | +87+7.7% | Added |
| Fedenia Advisers LLC | 1,226 | $258.6K | 0.17% | −29−2.3% | Reduced |
| Thrivent Financial for Lutherans | 1,230 | $260.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,255 | $264.7K | 0.00% | +307+32.4% | Added |
| David Loasby | 1,364 | $272.2K | 0.03% | −36−2.6% | Reduced |
| Neuberger Berman Group LLC | 1,305 | $275.3K | 0.00% | −156−10.7% | Reduced |
| Wealth Alliance | 1,312 | $276.7K | 0.03% | +72+5.8% | Added |
| Regions Financial Corp | 1,316 | $277.6K | 0.00% | −107−7.5% | Reduced |
| IFC Advisors LLC | 1,320 | $278.5K | 0.06% | +1,320 | New |
| Mercer Global Advisors Inc | 1,333 | $281.3K | 0.00% | −448−25.2% | Reduced |
| Ieq Capital, LLC | 1,346 | $283.9K | 0.00% | +1,346 | New |
| Metis Global Partners, LLC | 1,346 | $284.0K | 0.01% | +1,346 | New |
| Yousif Capital Management, LLC | 1,349 | $284.6K | 0.00% | +37+2.8% | Added |
| UniSuper Management Pty Ltd | 1,400 | $295.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,423 | $300.0K | 0.00% | +213+17.6% | Added |
| Adviser Investments LLC | 1,437 | $303.2K | 0.00% | −368−20.4% | Reduced |
| Thoroughbred Financial Services, LLC | 1,445 | $304.0K | 0.02% | −53−3.5% | Reduced |
| Corebridge Financial, Inc. | 1,442 | $304.2K | 0.00% | −56−3.7% | Reduced |
| Somerville Kurt F | 1,474 | $311.0K | 0.05% | +1,474 | New |
| San Luis Wealth Advisors LLC | 1,488 | $314.0K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 1,493 | $315.0K | 0.00% | −2,080−58.2% | Reduced |
| Vinva Investment Management Ltd | 1,508 | $315.9K | 0.01% | +1,508 | New |
| Norden Group LLC | 1,505 | $317.5K | 0.04% | +66+4.6% | Added |
| Manufacturers Life Insurance Company, The | 1,517 | $320.0K | 0.00% | −20−1.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,618 | $341.3K | 0.08% | +131+8.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,642 | $346.4K | 0.09% | −156−8.7% | Reduced |
| Vident Advisory, LLC | 1,668 | $351.9K | 0.01% | +366+28.1% | Added |
| Net Worth Advisory Group | 1,685 | $355.4K | 0.11% | +1+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,722 | $363.4K | 0.01% | +450+35.4% | Added |
| J2 Capital Management Inc | 1,740 | $367.1K | 0.34% | −101−5.5% | Reduced |
| Alps Advisors Inc | 1,750 | $369.2K | 0.00% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $369.2K | 0.11% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,782 | $376.0K | 0.00% | −1,009−36.2% | Reduced |
| RKL Wealth Management LLC | 1,786 | $376.8K | 0.04% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,796 | $378.9K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,811 | $382.1K | 0.01% | +54+3.1% | Added |