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, Q3 2025
Institutional positions in Heico Corp as of Sep 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
- 584
- +25 vs. Q2 2025
- Shares held
- 68.8M
- −5.63M (−7.6%) vs. Q2 2025
- Total value
- $17.5B
- −$1.78B (−9.2%) vs. Q2 2025
- New holders
- 65
- 203 more added
- Sold out
- 40
- 202 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 144 | $36.0K | 0.00% | +2+1.4% | Added |
| Private Trust Co NA | 148 | $37.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 148 | $37.6K | 0.00% | −18−10.8% | Reduced |
| IFP Advisors, Inc | 149 | $37.9K | 0.00% | +32+27.4% | Added |
| Root Financial Partners, LLC | 152 | $38.6K | 0.00% | +152 | New |
| Atlantic Trust, LLC | 153 | $38.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 154 | $39.1K | 0.00% | −158−50.6% | Reduced |
| Global Retirement Partners, LLC | 160 | $40.7K | 0.00% | +3+1.9% | Added |
| Asset Dedication, LLC | 164 | $41.7K | 0.00% | +35+27.1% | Added |
| GW&K Investment Management, LLC | 176 | $45.0K | 0.00% | +39+28.5% | Added |
| MGB Wealth Management, LLC | 183 | $46.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 185 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 193 | $49.0K | 0.02% | +1+0.5% | Added |
| Allworth Financial LP | 213 | $54.0K | 0.00% | +128+150.6% | Added |
| Leonteq Securities AG | 216 | $54.9K | 0.00% | +80+58.8% | Added |
| AlphaCore Capital LLC | 227 | $57.7K | 0.00% | +227 | New |
| MV Capital Management, Inc. | 237 | $60.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $60.2K | 0.00% | +11+4.9% | Added |
| Heritage Wealth Advisors | 291 | $73.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 299 | $76.0K | 0.02% | +299 | New |
| Toth Financial Advisory Corp | 315 | $80.0K | 0.01% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 324 | $82.3K | 0.00% | +324 | New |
| Spire Wealth Management | 325 | $82.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 354 | $89.9K | 0.01% | +13+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 360 | $91.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 364 | $92.7K | 0.00% | +4+1.1% | Added |
| Optiver Holding B.V. | 366 | $93.0K | 0.00% | +366 | New |
| AdvisorNet Financial, Inc | 410 | $104.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 417 | $105.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 419 | $106.0K | 0.06% | +1+0.2% | Added |
| CVA Family Office, LLC | 422 | $107.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 435 | $109.3K | 0.01% | +119+37.7% | Added |
| First Horizon Corp | 434 | $110.3K | 0.01% | +434 | New |
| Farther Finance Advisors, LLC | 443 | $112.7K | 0.00% | +1+0.2% | Added |
| Mint Tower Capital Management B.V. | 444 | $113.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $114.3K | 0.03% | +60+15.4% | Added |
| WPG Advisers, LLC | 461 | $117.1K | 0.09% | −4−0.9% | Reduced |
| Trust Co of Toledo NA | 496 | $126.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $127.0K | 0.00% | +100+25.0% | Added |
| Virtus ETF Advisers LLC | 500 | $127.0K | 0.07% | +500 | New |
| Harbor Investment Advisory, LLC | 539 | $137.0K | 0.01% | −156−22.4% | Reduced |
| Ostrum Asset Management | 574 | $145.8K | 0.01% | −18−3.0% | Reduced |
| Stephenson National Bank & Trust | 597 | $151.7K | 0.05% | +53+9.7% | Added |
| Johnson Financial Group, Inc. | 598 | $151.9K | 0.01% | +469+363.6% | Added |
| Crewe Advisors LLC | 599 | $152.2K | 0.01% | +599 | New |
| Employees Retirement System of Texas | 619 | $157.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 722 | $183.5K | 0.00% | +598+482.3% | Added |
| Ci Investments Inc. | 753 | $191.0K | 0.00% | −25−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 798 | $202.8K | 0.05% | −140−14.9% | Reduced |
| Woodward Diversified Capital, LLC | 806 | $204.8K | 0.10% | −4−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 812 | $206.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 822 | $209.0K | 0.00% | +375+83.9% | Added |
| First Manhattan Co | 838 | $212.9K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 852 | $216.5K | 0.01% | −55−6.1% | Reduced |
| Inscription Capital, LLC | 859 | $218.3K | 0.02% | +859 | New |
| Meeder Advisory Services, Inc. | 860 | $218.5K | 0.01% | +65+8.2% | Added |
| Marino, Stram & Associates LLC | 866 | $220.1K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 867 | $220.3K | 0.00% | −12,018−93.3% | Reduced |
| Benjamin Edwards Inc | 867 | $220.3K | 0.00% | +867 | New |
| Peapack Gladstone Financial Corp | 869 | $221.0K | 0.00% | −5−0.6% | Reduced |
| Lido Advisors, LLC | 875 | $222.6K | 0.00% | +75+9.4% | Added |
| Callan Family Office, LLC | 880 | $223.6K | 0.01% | −1,094−55.4% | Reduced |
| Sowell Financial Services LLC | 885 | $224.9K | 0.01% | −24−2.6% | Reduced |
| AMG National Trust Bank | 889 | $225.9K | 0.01% | −60−6.3% | Reduced |
| United Capital Financial Advisers, LLC | 891 | $226.5K | 0.00% | −29−3.2% | Reduced |
| Independent Advisor Alliance | 898 | $228.2K | 0.01% | +8+0.9% | Added |
| Azimuth Capital Investment Management LLC | 900 | $228.7K | 0.01% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 912 | $231.7K | 0.11% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 914 | $232.2K | 0.05% | −134−12.8% | Reduced |
| Blue Barn Wealth, LLC | 917 | $233.0K | 0.10% | −177−16.2% | Reduced |
| Wallace Advisory Group, LLC | 902 | $233.4K | 0.19% | −311−25.6% | Reduced |
| Element Pointe Advisors, LLC | 920 | $233.8K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 922 | $234.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 927 | $235.5K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 950 | $241.4K | 0.00% | +324+51.8% | Added |
| Brinker Capital Investments, LLC | 954 | $242.5K | 0.00% | −410−30.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,038 | $248.6K | 0.17% | −50−4.6% | Reduced |
| Bryn Mawr Trust Co | 980 | $249.0K | 0.01% | −18−1.8% | Reduced |
| Fulton Bank, N.A. | 983 | $249.8K | 0.01% | −81−7.6% | Reduced |
| Longboard Asset Management, LP | 991 | $251.8K | 0.41% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 994 | $252.6K | 0.08% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,355 | $253.1K | 0.00% | +6,355 | New |
| NewEdge Wealth, LLC | 1,044 | $259.1K | 0.00% | −49−4.5% | Reduced |
| Blue Chip Partners, Inc. | 1,022 | $259.7K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,030 | $261.7K | 0.02% | +7+0.7% | Added |
| Warren Averett Asset Management, LLC | 1,033 | $262.5K | 0.00% | −81−7.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,035 | $263.0K | 0.01% | −4−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 1,055 | $268.1K | 0.01% | +60+6.0% | Added |
| Lazard Asset Management LLC | 1,070 | $271.9K | 0.00% | +520+94.5% | Added |
| Alberta Investment Management Corp | 1,100 | $279.5K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,109 | $281.8K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,125 | $285.9K | 0.00% | +130+13.1% | Added |
| Leavell Investment Management, Inc. | 1,140 | $289.7K | 0.01% | −20−1.7% | Reduced |
| Glenview Trust Co | 1,161 | $295.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,177 | $299.0K | 0.01% | +70+6.3% | Added |
| HighPoint Advisor Group LLC | 1,181 | $300.1K | 0.01% | +54+4.8% | Added |
| Fedenia Advisers LLC | 1,212 | $308.0K | 0.12% | +22+1.8% | Added |
| Thrivent Financial for Lutherans | 1,231 | $313.0K | 0.00% | +1+0.1% | Added |
| Machina Capital S.A.S. | 1,235 | $313.8K | 0.06% | −3,854−75.7% | Reduced |
| IFC Advisors LLC | 1,248 | $317.1K | 0.06% | −46−3.6% | Reduced |