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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 1,022 | $259.7K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,044 | $259.1K | 0.00% | −49−4.5% | Reduced |
| Rakuten Investment Management, Inc. | 6,355 | $253.1K | 0.00% | +6,355 | New |
| Acima Private Wealth, LLC | 994 | $252.6K | 0.08% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 991 | $251.8K | 0.41% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 983 | $249.8K | 0.01% | −81−7.6% | Reduced |
| Bryn Mawr Trust Co | 980 | $249.0K | 0.01% | −18−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,038 | $248.6K | 0.17% | −50−4.6% | Reduced |
| Brinker Capital Investments, LLC | 954 | $242.5K | 0.00% | −410−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 950 | $241.4K | 0.00% | +324+51.8% | Added |
| Hilltop National Bank | 927 | $235.5K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 922 | $234.0K | 0.03% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 920 | $233.8K | 0.05% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 902 | $233.4K | 0.19% | −311−25.6% | Reduced |
| Blue Barn Wealth, LLC | 917 | $233.0K | 0.10% | −177−16.2% | Reduced |
| VisionPoint Advisory Group, LLC | 914 | $232.2K | 0.05% | −134−12.8% | Reduced |
| Peak Financial Advisors LLC | 912 | $231.7K | 0.11% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 900 | $228.7K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 898 | $228.2K | 0.01% | +8+0.9% | Added |
| United Capital Financial Advisers, LLC | 891 | $226.5K | 0.00% | −29−3.2% | Reduced |
| AMG National Trust Bank | 889 | $225.9K | 0.01% | −60−6.3% | Reduced |
| Sowell Financial Services LLC | 885 | $224.9K | 0.01% | −24−2.6% | Reduced |
| Callan Family Office, LLC | 880 | $223.6K | 0.01% | −1,094−55.4% | Reduced |
| Lido Advisors, LLC | 875 | $222.6K | 0.00% | +75+9.4% | Added |
| Peapack Gladstone Financial Corp | 869 | $221.0K | 0.00% | −5−0.6% | Reduced |
| Benjamin Edwards Inc | 867 | $220.3K | 0.00% | +867 | New |
| National Bank of Canada | 867 | $220.3K | 0.00% | −12,018−93.3% | Reduced |
| Marino, Stram & Associates LLC | 866 | $220.1K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 860 | $218.5K | 0.01% | +65+8.2% | Added |
| Inscription Capital, LLC | 859 | $218.3K | 0.02% | +859 | New |
| Metis Global Partners, LLC | 852 | $216.5K | 0.01% | −55−6.1% | Reduced |
| First Manhattan Co | 838 | $212.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 822 | $209.0K | 0.00% | +375+83.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 812 | $206.3K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 806 | $204.8K | 0.10% | −4−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 798 | $202.8K | 0.05% | −140−14.9% | Reduced |
| Ci Investments Inc. | 753 | $191.0K | 0.00% | −25−3.2% | Reduced |
| Ossiam | 722 | $183.5K | 0.00% | +598+482.3% | Added |
| Employees Retirement System of Texas | 619 | $157.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 599 | $152.2K | 0.01% | +599 | New |
| Johnson Financial Group, Inc. | 598 | $151.9K | 0.01% | +469+363.6% | Added |
| Stephenson National Bank & Trust | 597 | $151.7K | 0.05% | +53+9.7% | Added |
| Ostrum Asset Management | 574 | $145.8K | 0.01% | −18−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 539 | $137.0K | 0.01% | −156−22.4% | Reduced |
| 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 |
| Trust Co of Toledo NA | 496 | $126.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 461 | $117.1K | 0.09% | −4−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $114.3K | 0.03% | +60+15.4% | Added |
| Mint Tower Capital Management B.V. | 444 | $113.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 443 | $112.7K | 0.00% | +1+0.2% | Added |
| First Horizon Corp | 434 | $110.3K | 0.01% | +434 | New |
| Smartleaf Asset Management LLC | 435 | $109.3K | 0.01% | +119+37.7% | Added |
| CVA Family Office, LLC | 422 | $107.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 419 | $106.0K | 0.06% | +1+0.2% | Added |
| Whittier Trust Co | 417 | $105.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $104.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 366 | $93.0K | 0.00% | +366 | New |
| Parallel Advisors, LLC | 364 | $92.7K | 0.00% | +4+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 360 | $91.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 354 | $89.9K | 0.01% | +13+3.8% | Added |
| Spire Wealth Management | 325 | $82.7K | 0.00% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 324 | $82.3K | 0.00% | +324 | New |
| Toth Financial Advisory Corp | 315 | $80.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 299 | $76.0K | 0.02% | +299 | New |
| Heritage Wealth Advisors | 291 | $73.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $60.2K | 0.00% | +11+4.9% | Added |
| MV Capital Management, Inc. | 237 | $60.2K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 227 | $57.7K | 0.00% | +227 | New |
| Leonteq Securities AG | 216 | $54.9K | 0.00% | +80+58.8% | Added |
| Allworth Financial LP | 213 | $54.0K | 0.00% | +128+150.6% | Added |
| Bank of Jackson Hole Trust | 193 | $49.0K | 0.02% | +1+0.5% | Added |
| Anchor Investment Management, LLC | 185 | $47.0K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 183 | $46.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 176 | $45.0K | 0.00% | +39+28.5% | Added |
| Asset Dedication, LLC | 164 | $41.7K | 0.00% | +35+27.1% | Added |
| Global Retirement Partners, LLC | 160 | $40.7K | 0.00% | +3+1.9% | Added |
| Central Trust Co | 154 | $39.1K | 0.00% | −158−50.6% | Reduced |
| Atlantic Trust, LLC | 153 | $38.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 152 | $38.6K | 0.00% | +152 | New |
| IFP Advisors, Inc | 149 | $37.9K | 0.00% | +32+27.4% | Added |
| Clearstead Advisors, LLC | 148 | $37.6K | 0.00% | −18−10.8% | Reduced |
| Private Trust Co NA | 148 | $37.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 144 | $36.0K | 0.00% | +2+1.4% | Added |
| Fifth Third Bancorp | 139 | $35.3K | 0.00% | −72−34.1% | Reduced |
| Simplex Trading, LLC | 141 | $35.0K | 0.00% | −202−58.9% | Reduced |
| Bares Capital Management, Inc. | 122 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 114 | $29.0K | 0.00% | +1+0.9% | Added |
| Truvestments Capital LLC | 108 | $27.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 107 | $27.2K | 0.00% | +67+167.5% | Added |
| Capital Advisors, Ltd. LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $26.9K | 0.02% | −30−22.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $25.4K | 0.01% | +100 | New |
| Adirondack Trust Co | 100 | $25.4K | 0.01% | +100 | New |
| Wealth Preservation Advisors, LLC | 95 | $24.1K | 0.01% | +95 | New |
| Accredited Wealth Management, LLC | 799 | $23.6K | 0.02% | +706+759.1% | Added |
| Sittner & Nelson, LLC | 89 | $22.6K | 0.01% | −18−16.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 88 | $22.4K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 78 | $19.7K | 0.01% | +78 | New |
| LRI Investments, LLC | 77 | $19.6K | 0.00% | 00.0% | Unchanged |