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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 1,023 | $264.7K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,022 | $264.4K | 0.02% | +19+1.9% | Added |
| Proficio Capital Partners LLC | 1,012 | $261.9K | 0.02% | +6+0.6% | Added |
| Bryn Mawr Trust Co | 998 | $258.2K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 995 | $257.5K | 0.01% | −106−9.6% | Reduced |
| Crossmark Global Holdings, Inc. | 995 | $257.5K | 0.00% | +995 | New |
| Acima Private Wealth, LLC | 994 | $257.2K | 0.09% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 991 | $256.4K | 0.64% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,213 | $255.9K | 0.19% | +1,213 | New |
| AMG National Trust Bank | 949 | $245.6K | 0.01% | −43−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 938 | $242.7K | 0.06% | +938 | New |
| Diversify Wealth Management, LLC | 973 | $240.1K | 0.01% | −92−8.6% | Reduced |
| Hilltop National Bank | 927 | $239.9K | 0.06% | +927 | New |
| Roble, Belko & Company, Inc | 922 | $239.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 920 | $238.1K | 0.00% | +920 | New |
| Element Pointe Advisors, LLC | 920 | $238.1K | 0.06% | +920 | New |
| Peak Financial Advisors LLC | 912 | $236.0K | 0.12% | +912 | New |
| Sowell Financial Services LLC | 909 | $235.2K | 0.01% | +909 | New |
| Metis Global Partners, LLC | 907 | $234.7K | 0.01% | −439−32.6% | Reduced |
| Azimuth Capital Investment Management LLC | 900 | $232.9K | 0.01% | +900 | New |
| Independent Advisor Alliance | 890 | $230.3K | 0.01% | +890 | New |
| Peapack Gladstone Financial Corp | 874 | $226.0K | 0.00% | +874 | New |
| Marino, Stram & Associates LLC | 866 | $224.0K | 0.05% | −100−10.4% | Reduced |
| First Manhattan Co | 838 | $216.8K | 0.00% | +838 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 812 | $210.1K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 810 | $209.6K | 0.11% | +810 | New |
| Lido Advisors, LLC | 800 | $207.2K | 0.00% | +800 | New |
| Meeder Advisory Services, Inc. | 795 | $205.7K | 0.01% | +795 | New |
| Panagora Asset Management Inc | 785 | $203.1K | 0.00% | +785 | New |
| Geneos Wealth Management Inc. | 781 | $202.1K | 0.00% | +58+8.0% | Added |
| Ci Investments Inc. | 778 | $201.0K | 0.00% | +1+0.1% | Added |
| Rathbone Brothers plc | 775 | $200.5K | 0.00% | +775 | New |
| Harbor Investment Advisory, LLC | 695 | $179.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 670 | $173.0K | 0.00% | +670 | New |
| Northwestern Mutual Wealth Management Co | 626 | $162.0K | 0.00% | +94+17.7% | Added |
| Employees Retirement System of Texas | 619 | $160.0K | 0.00% | +619 | New |
| Ostrum Asset Management | 592 | $153.2K | 0.01% | −18−3.0% | Reduced |
| Lazard Asset Management LLC | 550 | $142.0K | 0.00% | +50+10.0% | Added |
| Stephenson National Bank & Trust | 544 | $140.8K | 0.05% | +544 | New |
| Trust Co of Toledo NA | 496 | $128.3K | 0.01% | +496 | New |
| EP Wealth Advisors, LLC | 486 | $125.9K | 0.00% | −199−29.1% | Reduced |
| WPG Advisers, LLC | 465 | $120.3K | 0.10% | +18+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 447 | $115.8K | 0.00% | +32+7.7% | Added |
| Mint Tower Capital Management B.V. | 444 | $115.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 442 | $114.4K | 0.00% | +14+3.3% | Added |
| CVA Family Office, LLC | 422 | $109.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 418 | $108.0K | 0.06% | −159−27.6% | Reduced |
| Whittier Trust Co | 417 | $107.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $106.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 400 | $103.5K | 0.00% | +33+9.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $100.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 360 | $93.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 360 | $93.1K | 0.00% | +222+160.9% | Added |
| Versant Capital Management, Inc | 341 | $88.2K | 0.01% | +31+10.0% | Added |
| Simplex Trading, LLC | 343 | $88.0K | 0.00% | −481−58.4% | Reduced |
| Whipplewood Advisors, LLC | 329 | $85.1K | 0.05% | +32+10.8% | Added |
| Spire Wealth Management | 325 | $84.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 316 | $81.6K | 0.01% | −154−32.8% | Reduced |
| Toth Financial Advisory Corp | 315 | $81.5K | 0.01% | −1,560−83.2% | Reduced |
| Central Trust Co | 312 | $80.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 291 | $75.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 270 | $69.9K | 0.01% | +270 | New |
| MV Capital Management, Inc. | 237 | $61.3K | 0.01% | −1−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 226 | $58.5K | 0.00% | +29+14.7% | Added |
| FNY Investment Advisers, LLC | 226 | $58.0K | 0.02% | +4+1.8% | Added |
| Fifth Third Bancorp | 211 | $54.6K | 0.00% | +78+58.6% | Added |
| Bank of Jackson Hole Trust | 192 | $49.7K | 0.03% | +143+291.8% | Added |
| Federation des caisses Desjardins du Quebec | 189 | $48.8K | 0.00% | −3,322−94.6% | Reduced |
| Anchor Investment Management, LLC | 185 | $47.9K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 183 | $47.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 166 | $43.0K | 0.00% | +13+8.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 197 | $41.6K | 0.02% | +197 | New |
| Global Retirement Partners, LLC | 157 | $40.6K | 0.00% | +157 | New |
| Atlantic Trust, LLC | 153 | $39.6K | 0.01% | +134+705.3% | Added |
| Private Trust Co NA | 148 | $38.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 148 | $38.3K | 0.01% | +52+54.2% | Added |
| Hemington Wealth Management | 142 | $36.0K | 0.01% | +11+8.4% | Added |
| Frazier Financial Advisors, LLC | 136 | $35.2K | 0.02% | +16+13.3% | Added |
| Leonteq Securities AG | 136 | $35.2K | 0.00% | +136 | New |
| GW&K Investment Management, LLC | 137 | $35.0K | 0.00% | −38−21.7% | Reduced |
| Asset Dedication, LLC | 129 | $33.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 129 | $33.4K | 0.00% | 00.0% | Unchanged |
| Ossiam | 124 | $32.1K | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 122 | $31.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 121 | $30.5K | 0.01% | −7−5.5% | Reduced |
| IFP Advisors, Inc | 117 | $30.3K | 0.00% | −7−5.6% | Reduced |
| Sterling Capital Management LLC | 113 | $29.2K | 0.00% | −159−58.5% | Reduced |
| Truvestments Capital LLC | 108 | $27.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 107 | $27.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 93 | $24.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 89 | $23.0K | 0.00% | +89 | New |
| Marshall & Sterling Wealth Advisors Inc. | 88 | $22.8K | 0.02% | −2−2.2% | Reduced |
| Allworth Financial LP | 85 | $22.1K | 0.00% | +6+7.6% | Added |
| Sachetta, LLC | 78 | $20.2K | 0.01% | −40−33.9% | Reduced |
| LRI Investments, LLC | 77 | $19.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $19.9K | 0.00% | +13+20.3% | Added |
| Carolina Wealth Advisors, LLC | 61 | $15.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $15.5K | 0.00% | +60 | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $13.5K | 0.00% | +52 | New |