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, Q2 2025
Institutional positions in Heico Corp as of Jun 30, 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
- 568
- +31 vs. Q1 2025
- Shares held
- 75.9M
- +1.15M (+1.5%) vs. Q1 2025
- Total value
- $19.6B
- +$3.87B (+24.6%) vs. Q1 2025
- New holders
- 66
- 217 more added
- Sold out
- 35
- 176 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| David Loasby | 1,345 | $346.0K | 0.03% | −19−1.4% | Reduced |
| Oarsman Capital, Inc. | 1,360 | $351.9K | 0.06% | +153+12.7% | Added |
| Brinker Capital Investments, LLC | 1,364 | $352.8K | 0.00% | +1,364 | New |
| MAI Capital Management | 1,364 | $352.9K | 0.00% | +109+8.7% | Added |
| Diversify Advisory Services, LLC | 1,437 | $354.7K | 0.01% | −588−29.0% | Reduced |
| Norden Group LLC | 1,404 | $363.3K | 0.04% | −101−6.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,407 | $364.2K | 0.00% | +200+16.6% | Added |
| Adviser Investments LLC | 1,437 | $371.8K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 1,473 | $381.1K | 0.00% | +157+11.9% | Added |
| Somerville Kurt F | 1,474 | $381.4K | 0.06% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,488 | $385.0K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 1,493 | $386.0K | 0.00% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,610 | $408.9K | 0.07% | −8−0.5% | Reduced |
| Prospera Financial Services Inc | 1,592 | $411.9K | 0.01% | +1,592 | New |
| Manufacturers Life Insurance Company, The | 1,620 | $419.2K | 0.00% | +103+6.8% | Added |
| Mercer Global Advisors Inc | 1,620 | $419.2K | 0.00% | +287+21.5% | Added |
| Signature Estate & Investment Advisors LLC | 1,631 | $422.0K | 0.01% | −91−5.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,646 | $425.9K | 0.10% | +4+0.2% | Added |
| Net Worth Advisory Group | 1,745 | $451.4K | 0.10% | +60+3.6% | Added |
| Keb Asset Management, LLC | 1,750 | $452.8K | 0.11% | 00.0% | Unchanged |
| Algert Global LLC | 1,760 | $455.4K | 0.01% | +1,760 | New |
| Alps Advisors Inc | 1,771 | $458.2K | 0.00% | +21+1.2% | Added |
| QRG Capital Management, Inc. | 1,784 | $461.6K | 0.00% | +2+0.1% | Added |
| RKL Wealth Management LLC | 1,786 | $462.1K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,795 | $464.5K | 0.01% | +127+7.6% | Added |
| Ballentine Partners, LLC | 1,796 | $464.7K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,861 | $474.9K | 0.02% | −5−0.3% | Reduced |
| Empowered Funds, LLC | 1,888 | $488.3K | 0.01% | +77+4.3% | Added |
| Aristides Capital LLC | 1,910 | $494.2K | 0.16% | 00.0% | Unchanged |
| CWM, LLC | 1,915 | $495.0K | 0.00% | +492+34.6% | Added |
| Colony Group, LLC | 1,923 | $497.7K | 0.00% | +863+81.4% | Added |
| Fidelis Capital Partners, LLC | 2,015 | $499.7K | 0.05% | −149−6.9% | Reduced |
| Moody Aldrich Partners LLC | 1,937 | $501.2K | 0.10% | −33−1.7% | Reduced |
| Oppenheimer & Co Inc | 1,954 | $505.6K | 0.01% | −27−1.4% | Reduced |
| Callan Family Office, LLC | 1,974 | $510.8K | 0.02% | +1,974 | New |
| Commerce Bank | 2,018 | $522.2K | 0.00% | −882−30.4% | Reduced |
| Axq Capital, LP | 2,075 | $536.9K | 0.17% | +1,092+111.1% | Added |
| Makaira Partners LLC | 2,171 | $561.7K | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,183 | $564.7K | 0.00% | +837+62.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,190 | $566.7K | 0.02% | +2,190 | New |
| Crestwood Advisors Group LLC | 2,202 | $569.8K | 0.01% | −2−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,209 | $571.6K | 0.04% | −152−6.4% | Reduced |
| Glenmede Investment Management, LP | 2,250 | $582.2K | 0.00% | +2,250 | New |
| Garrison Bradford & Associates Inc | 2,250 | $582.2K | 0.64% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,299 | $594.9K | 0.11% | +2,299 | New |
| Commonwealth Equity Services, LLC | 2,298 | $595.0K | 0.00% | +93+4.2% | Added |
| Private Wealth Group, LLC | 2,333 | $603.7K | 0.32% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,339 | $605.2K | 0.00% | −406−14.8% | Reduced |
| J2 Capital Management Inc | 2,351 | $608.3K | 0.48% | +611+35.1% | Added |
| AA Financial Advisors, LLC | 2,470 | $639.1K | 0.14% | +345+16.2% | Added |
| Mackenzie Financial Corp | 2,547 | $659.0K | 0.00% | +2,547 | New |
| Vontobel Holding Ltd. | 2,580 | $667.6K | 0.00% | +476+22.6% | Added |
| Bank of Nova Scotia | 2,592 | $670.7K | 0.00% | −75−2.8% | Reduced |
| Summit Trail Advisors, LLC | 2,622 | $678.4K | 0.01% | +2,622 | New |
| RSM US Wealth Management LLC | 2,630 | $680.6K | 0.01% | −2,363−47.3% | Reduced |
| Stephens Inc | 2,665 | $689.6K | 0.01% | −26−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,679 | $693.1K | 0.18% | +21+0.8% | Added |
| Wealthfront Advisers LLC | 2,709 | $701.0K | 0.00% | +340+14.4% | Added |
| Omers Administration Corp | 2,710 | $701.2K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,786 | $720.9K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,835 | $732.0K | 0.03% | −50−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,852 | $737.9K | 0.10% | −94−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 2,884 | $746.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,946 | $762.2K | 0.00% | +366+14.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,966 | $767.5K | 0.03% | +214+7.8% | Added |
| Tortoise Investment Management, LLC | 3,012 | $779.4K | 0.07% | +5+0.2% | Added |
| Plato Investment Management Ltd | 3,075 | $792.7K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,119 | $807.0K | 0.09% | +29+0.9% | Added |
| Merit Financial Group, LLC | 3,161 | $817.9K | 0.01% | +818+34.9% | Added |
| Trustees of Columbia University in the City of New York | 3,187 | $824.6K | 0.12% | +3,187 | New |
| Gamco Investors, Inc. Et Al | 3,200 | $828.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,200 | $828.0K | 0.23% | +3,200 | New |
| Blalock Williams, LLC | 3,219 | $832.9K | 0.83% | +63+2.0% | Added |
| Renaissance Technologies LLC | 3,258 | $843.0K | 0.00% | −11,000−77.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,296 | $852.8K | 0.00% | −261−7.3% | Reduced |
| Ironwood Investment Counsel, LLC | 3,462 | $895.8K | 0.14% | 00.0% | Unchanged |
| Sageworth Trust Co | 3,500 | $905.6K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,532 | $913.9K | 0.00% | +20+0.6% | Added |
| Marks Group Wealth Management, Inc | 3,555 | $919.9K | 0.09% | −199−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,592 | $929.4K | 0.00% | +40+1.1% | Added |
| ICW Investment Advisors LLC | 3,629 | $939.1K | 0.37% | +133+3.8% | Added |
| Kestra Advisory Services, LLC | 3,642 | $942.3K | 0.00% | +216+6.3% | Added |
| Baird Financial Group, Inc. | 3,769 | $975.2K | 0.00% | −180−4.6% | Reduced |
| Maryland State Retirement & Pension System | 3,796 | $982.2K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 3,841 | $993.9K | 0.01% | +1,057+38.0% | Added |
| Portside Wealth Group, LLC | 3,906 | $1.01M | 0.15% | −32−0.8% | Reduced |
| Engineers Gate Manager LP | 3,910 | $1.01M | 0.01% | +1,616+70.4% | Added |
| Hunting Hill Global Capital, LLC | 4,000 | $1.03M | 0.56% | +712+21.7% | Added |
| Advisor Group Holdings, Inc. | 4,208 | $1.06M | 0.00% | +1,632+63.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,181 | $1.08M | 0.39% | −426−9.2% | Reduced |
| Board of the Pension Protection Fund | 4,200 | $1.09M | 1.17% | −100−2.3% | Reduced |
| Mutual of America Capital Management LLC | 4,213 | $1.09M | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,576 | $1.11M | 0.48% | +1,257+37.9% | Added |
| Janney Montgomery Scott LLC | 4,302 | $1.11M | 0.00% | −425−9.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,308 | $1.11M | 0.09% | −157−3.5% | Reduced |
| Jones Financial Companies LLLP | 4,355 | $1.13M | 0.00% | +154+3.7% | Added |
| Pinebridge Investments, L.P. | 4,471 | $1.16M | 0.01% | +6+0.1% | Added |
| Buckingham Strategic Partners | 4,510 | $1.17M | 0.02% | +23+0.5% | Added |
| Occudo Quantitative Strategies LP | 4,519 | $1.17M | 0.13% | +49+1.1% | Added |
| Scott Marsh Financial, LLC | 4,579 | $1.18M | 0.44% | +4,579 | New |