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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 1,050 | $221.5K | 0.01% | +1,050 | New |
| GAMMA Investing LLC | 1,038 | $219.0K | 0.02% | +32+3.2% | Added |
| Nations Financial Group Inc, | 1,023 | $215.8K | 0.02% | +1,023 | New |
| Proficio Capital Partners LLC | 1,006 | $212.2K | 0.02% | +1,006 | New |
| Diversify Wealth Management, LLC | 1,065 | $211.9K | 0.02% | +1,065 | New |
| Blue Chip Partners, Inc. | 1,003 | $211.6K | 0.02% | +1,003 | New |
| Bryn Mawr Trust Co | 998 | $210.5K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 994 | $209.7K | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 992 | $209.3K | 0.01% | +992 | New |
| Longboard Asset Management, LP | 991 | $209.1K | 0.61% | +991 | New |
| Axq Capital, LP | 983 | $207.4K | 0.08% | +983 | New |
| Marino, Stram & Associates LLC | 966 | $203.8K | 0.05% | +966 | New |
| State of Wyoming | 962 | $203.0K | 0.03% | −69−6.7% | Reduced |
| Roble, Belko & Company, Inc | 922 | $195.0K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 865 | $182.5K | 0.01% | +865 | New |
| Simplex Trading, LLC | 824 | $173.0K | 0.01% | −353−30.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 812 | $171.3K | 0.00% | +812 | New |
| Pinnacle Financial Partners Inc | 901 | $167.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 777 | $164.0K | 0.00% | +60+8.4% | Added |
| National Bank of Canada | 739 | $155.8K | 0.00% | +26+3.6% | Added |
| Geneos Wealth Management Inc. | 723 | $152.5K | 0.01% | +441+156.4% | Added |
| Harbor Investment Advisory, LLC | 695 | $146.6K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 685 | $144.6K | 0.00% | +30+4.6% | Added |
| Ostrum Asset Management | 610 | $128.7K | 0.01% | −49−7.4% | Reduced |
| Covestor Ltd | 577 | $122.0K | 0.08% | +38+7.1% | Added |
| Coldstream Capital Management Inc | 540 | $113.9K | 0.00% | +540 | New |
| Northwestern Mutual Wealth Management Co | 532 | $112.2K | 0.00% | +262+97.0% | Added |
| Lazard Asset Management LLC | 500 | $105.0K | 0.00% | +480+2,400.0% | Added |
| Smartleaf Asset Management LLC | 470 | $98.5K | 0.01% | +1+0.2% | Added |
| WPG Advisers, LLC | 447 | $94.3K | 0.09% | −36−7.5% | Reduced |
| Mint Tower Capital Management B.V. | 444 | $94.0K | 0.03% | −11,256−96.2% | Reduced |
| Farther Finance Advisors, LLC | 428 | $91.0K | 0.00% | −356−45.4% | Reduced |
| CVA Family Office, LLC | 422 | $89.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 417 | $88.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 415 | $87.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $86.5K | 0.01% | +18+4.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $82.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 360 | $75.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 367 | $69.9K | 0.00% | −214−36.8% | Reduced |
| Whipplewood Advisors, LLC | 297 | $68.8K | 0.04% | −48−13.9% | Reduced |
| Spire Wealth Management | 325 | $68.6K | 0.00% | −8−2.4% | Reduced |
| Central Trust Co | 312 | $65.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $65.4K | 0.01% | +293+1,723.5% | Added |
| Heritage Wealth Advisors | 291 | $61.4K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 279 | $58.9K | 0.00% | −121,266−99.8% | Reduced |
| Sterling Capital Management LLC | 272 | $57.4K | 0.00% | −1,040−79.3% | Reduced |
| Penserra Capital Management LLC | 271 | $56.0K | 0.00% | +259+2,158.3% | Added |
| MV Capital Management, Inc. | 238 | $50.2K | 0.01% | +1+0.4% | Added |
| FNY Investment Advisers, LLC | 222 | $46.0K | 0.03% | −448−66.9% | Reduced |
| Wayfinding Financial, LLC | 216 | $45.0K | 0.02% | +216 | New |
| EverSource Wealth Advisors, LLC | 197 | $41.6K | 0.00% | +72+57.6% | Added |
| Tower Research Capital LLC (TRC) | 196 | $41.4K | 0.00% | −1,894−90.6% | Reduced |
| Anchor Investment Management, LLC | 185 | $39.0K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 183 | $38.3K | 0.01% | +141+335.7% | Added |
| GW&K Investment Management, LLC | 175 | $37.0K | 0.00% | +175 | New |
| Signaturefd, LLC | 172 | $36.3K | 0.00% | +1+0.6% | Added |
| Clearstead Advisors, LLC | 153 | $32.3K | 0.00% | +45+41.7% | Added |
| Private Trust Co NA | 148 | $31.2K | 0.00% | +20+15.6% | Added |
| Parallel Advisors, LLC | 138 | $29.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 133 | $28.1K | 0.00% | +56+72.7% | Added |
| Johnson Financial Group, Inc. | 129 | $27.2K | 0.00% | −76−37.1% | Reduced |
| Asset Dedication, LLC | 129 | $27.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 128 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 131 | $27.0K | 0.00% | +12+10.1% | Added |
| Ossiam | 124 | $26.2K | 0.00% | −566−82.0% | Reduced |
| IFP Advisors, Inc | 124 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 122 | $25.7K | 0.00% | +122 | New |
| Frazier Financial Advisors, LLC | 120 | $25.3K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 118 | $24.9K | 0.01% | −7−5.6% | Reduced |
| Truvestments Capital LLC | 108 | $22.8K | 0.00% | −6−5.3% | Reduced |
| Sittner & Nelson, LLC | 107 | $22.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $22.2K | 0.02% | −4−3.7% | Reduced |
| Capital Advisors, Ltd. LLC | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 96 | $20.3K | 0.00% | +96 | New |
| Accredited Wealth Management, LLC | 93 | $19.6K | 0.02% | +93 | New |
| Marshall & Sterling Wealth Advisors Inc. | 90 | $19.0K | 0.01% | +90 | New |
| Global Financial Private Client, LLC | 88 | $18.6K | 0.01% | +4+4.8% | Added |
| LRI Investments, LLC | 77 | $16.3K | 0.00% | +77 | New |
| Close Asset Management Ltd | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 75 | $15.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $15.8K | 0.00% | −7−8.1% | Reduced |
| Point72 (DIFC) Ltd | 72 | $15.2K | 0.00% | −2,466−97.2% | Reduced |
| Lindbrook Capital, LLC | 68 | $14.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $13.5K | 0.00% | +7+12.3% | Added |
| Carolina Wealth Advisors, LLC | 61 | $12.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 51 | $10.8K | 0.01% | +51 | New |
| Bank of Jackson Hole Trust | 49 | $10.4K | 0.01% | +49 | New |
| Rossby Financial, LCC | 50 | $9.93K | 0.00% | +50 | New |
| Trust Co of Vermont | 46 | $9.71K | 0.00% | +25+119.0% | Added |
| Parkside Financial Bank & Trust | 44 | $9.28K | 0.00% | +1+2.3% | Added |
| Bell Investment Advisors, Inc | 40 | $8.44K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $8.23K | 0.00% | +26+200.0% | Added |
| Delta Asset Management LLC | 36 | $7.59K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 36 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $7.59K | 0.00% | +1+2.9% | Added |
| Accent Capital Management, LLC | 34 | $7.17K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 33 | $6.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $6.54K | 0.00% | +3+10.7% | Added |
| Bogart Wealth, LLC | 30 | $6.33K | 0.00% | −36−54.5% | Reduced |