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 2026
Institutional positions in Heico Corp as of Mar 31, 2026. 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
- 621
- +17 vs. Q4 2025
- Shares held
- 69.2M
- +9.06M (+15.1%) vs. Q4 2025
- Total value
- $14.6B
- −$577.3M (−3.8%) vs. Q4 2025
- New holders
- 77
- 258 more added
- Sold out
- 60
- 186 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| R Squared Ltd | 1,382 | $291.7K | 0.16% | +470+51.5% | Added |
| Prospera Financial Services Inc | 1,387 | $292.8K | 0.00% | −3−0.2% | Reduced |
| Larry Mathis Financial Planning, LLC | 1,397 | $294.9K | 0.26% | +458+48.8% | Added |
| Oxford Asset Management LLP | 1,399 | $295.3K | 0.12% | +1,399 | New |
| Wealth Alliance | 1,404 | $296.3K | 0.03% | +48+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,423 | $300.4K | 0.00% | +163+12.9% | Added |
| Adviser Investments LLC | 1,437 | $303.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,444 | $305.0K | 0.00% | −4−0.3% | Reduced |
| MAI Capital Management | 1,467 | $309.7K | 0.00% | +170+13.1% | Added |
| Somerville Kurt F | 1,474 | $311.1K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 1,493 | $315.0K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,522 | $323.2K | 0.01% | +1,522 | New |
| Manufacturers Life Insurance Company, The | 1,533 | $323.6K | 0.00% | −1−0.1% | Reduced |
| Kera Capital Partners, Inc. | 1,546 | $326.3K | 0.04% | −387−20.0% | Reduced |
| Aigen Investment Management, LP | 1,552 | $327.6K | 0.08% | +646+71.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,584 | $334.4K | 0.07% | −37−2.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,590 | $335.6K | 0.04% | −132−7.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,597 | $337.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,614 | $340.7K | 0.00% | +1,144+243.4% | Added |
| Portside Wealth Group, LLC | 1,648 | $347.9K | 0.05% | −577−25.9% | Reduced |
| Picton Mahoney Asset Management | 1,668 | $352.1K | 0.00% | +1,668 | New |
| Fidelis Capital Partners, LLC | 1,677 | $354.0K | 0.03% | −251−13.0% | Reduced |
| Norden Group LLC | 1,690 | $356.7K | 0.03% | −95−5.3% | Reduced |
| SageView Advisory Group, LLC | 1,701 | $359.1K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,730 | $365.2K | 0.01% | +227+15.1% | Added |
| Keb Asset Management, LLC | 1,769 | $373.4K | 0.07% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,787 | $377.3K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,800 | $380.0K | 0.00% | +66+3.8% | Added |
| Crestwood Advisors Group LLC | 1,814 | $382.9K | 0.01% | −188−9.4% | Reduced |
| Garrison Bradford & Associates Inc | 1,825 | $385.2K | 0.44% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 1,828 | $385.9K | 0.01% | +1,287+237.9% | Added |
| Moody Aldrich Partners LLC | 1,883 | $397.5K | 0.07% | −41−2.1% | Reduced |
| Arkadios Wealth Advisors | 1,905 | $402.0K | 0.01% | +307+19.2% | Added |
| Aristides Capital LLC | 1,910 | $403.2K | 0.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,933 | $408.0K | 0.00% | −1,493−43.6% | Reduced |
| J2 Capital Management Inc | 1,943 | $410.1K | 0.28% | −8−0.4% | Reduced |
| GAMMA Investing LLC | 1,948 | $411.2K | 0.02% | −10−0.5% | Reduced |
| Financial Consulate, Inc | 1,965 | $414.8K | 0.05% | −631−24.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,973 | $416.5K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,995 | $421.1K | 0.01% | +12+0.6% | Added |
| Sequoia Financial Advisors, LLC | 2,088 | $440.9K | 0.00% | +249+13.5% | Added |
| North Dakota State Investment Board | 2,167 | $457.4K | 0.02% | −474−17.9% | Reduced |
| ExodusPoint Capital Management, LP | 2,178 | $459.8K | 0.00% | −4,466−67.2% | Reduced |
| Alps Advisors Inc | 2,233 | $471.4K | 0.00% | +415+22.8% | Added |
| Private Wealth Group, LLC | 2,333 | $492.5K | 0.23% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,381 | $502.6K | 0.00% | −399−14.4% | Reduced |
| AA Financial Advisors, LLC | 2,416 | $510.0K | 0.07% | −55−2.2% | Reduced |
| Federated Hermes, Inc. | 2,427 | $512.3K | 0.00% | +139+6.1% | Added |
| Diversify Wealth Management, LLC | 2,580 | $519.2K | 0.01% | +2,580 | New |
| Envestnet Portfolio Solutions, Inc. | 2,476 | $522.7K | 0.00% | −1,281−34.1% | Reduced |
| Premier Path Wealth Partners, LLC | 2,477 | $522.8K | 0.07% | −35−1.4% | Reduced |
| Westwood Holdings Group Inc. | 2,532 | $534.5K | 0.00% | +2,532 | New |
| CWM, LLC | 2,559 | $540.1K | 0.00% | +569+28.6% | Added |
| HighTower Advisors, LLC | 2,566 | $541.8K | 0.00% | +304+13.4% | Added |
| First Trust Advisors LP | 2,587 | $546.1K | 0.00% | +852+49.1% | Added |
| Glenmede Trust Co NA | 2,590 | $546.7K | 0.00% | +12+0.5% | Added |
| Stephens Inc | 2,602 | $549.3K | 0.01% | −26−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,650 | $559.4K | 0.01% | −1,461−35.5% | Reduced |
| TD Waterhouse Canada Inc. | 2,642 | $560.5K | 0.00% | +2,597+5,771.1% | Added |
| Alesco Advisors LLC | 2,711 | $572.3K | 0.01% | +2,711 | New |
| Rockefeller Capital Management L.P. | 2,742 | $578.9K | 0.00% | +143+5.5% | Added |
| Haverford Trust Co | 2,745 | $579.4K | 0.01% | −610−18.2% | Reduced |
| Machina Capital S.A.S. | 2,753 | $581.1K | 0.11% | −508−15.6% | Reduced |
| RMB Capital Management, LLC | 2,813 | $593.8K | 0.01% | −177−5.9% | Reduced |
| Wealthfront Advisers LLC | 2,823 | $595.9K | 0.00% | −63−2.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,828 | $597.0K | 0.15% | +10.0% | Added |
| Tortoise Investment Management, LLC | 2,919 | $616.2K | 0.05% | +2+0.1% | Added |
| Bridgewater Associates, LP | 2,924 | $617.2K | 0.00% | +2,924 | New |
| Marks Group Wealth Management, Inc | 2,931 | $618.7K | 0.06% | −246−7.7% | Reduced |
| Ostrum Asset Management | 2,943 | $621.2K | 0.03% | +2,512+582.8% | Added |
| Woodline Partners LP | 2,967 | $626.3K | 0.00% | +1,571+112.5% | Added |
| Vestcor Inc | 3,017 | $637.0K | 0.02% | +1,513+100.6% | Added |
| Advisor Group Holdings, Inc. | 3,029 | $639.9K | 0.00% | +293+10.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,047 | $643.2K | 0.00% | −588−16.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,100 | $654.4K | 0.11% | −400−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,156 | $666.2K | 0.01% | +3,156 | New |
| Ballentine Partners, LLC | 3,170 | $669.2K | 0.01% | +1,371+76.2% | Added |
| Everhart Financial Group, Inc. | 3,210 | $677.6K | 0.06% | −79−2.4% | Reduced |
| Laird Norton Trust Company, LLC | 3,225 | $680.8K | 0.01% | +109+3.5% | Added |
| Osmosis Investment Management UK Ltd | 3,259 | $687.9K | 0.02% | +3,259 | New |
| Gamco Investors, Inc. Et Al | 3,300 | $696.6K | 0.01% | +100+3.1% | Added |
| Merit Financial Group, LLC | 3,325 | $701.8K | 0.01% | +240+7.8% | Added |
| Commerce Bank | 3,362 | $709.7K | 0.00% | +331+10.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,371 | $711.6K | 0.17% | −216−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,384 | $714.3K | 0.03% | 00.0% | Unchanged |
| Midwest Financial Partners Investments, Inc. | 3,438 | $725.7K | 0.38% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,460 | $730.4K | 0.10% | +383+12.4% | Added |
| Colonial River Wealth Management, LLC | 3,465 | $731.4K | 0.26% | +578+20.0% | Added |
| Ironwood Investment Counsel, LLC | 3,466 | $731.6K | 0.11% | +4+0.1% | Added |
| Omers Administration Corp | 3,508 | $740.5K | 0.00% | +798+29.4% | Added |
| Baird Financial Group, Inc. | 3,520 | $743.1K | 0.00% | −287−7.5% | Reduced |
| Mackenzie Financial Corp | 3,573 | $754.2K | 0.00% | +405+12.8% | Added |
| CIBC Bancorp USA Inc. | 3,623 | $764.8K | 0.00% | +3,623 | New |
| Axq Capital, LP | 3,716 | $784.4K | 0.10% | −191−4.9% | Reduced |
| RSM US Wealth Management LLC | 3,726 | $786.6K | 0.01% | −1,148−23.6% | Reduced |
| Maryland State Retirement & Pension System | 3,796 | $801.3K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,812 | $805.0K | 0.00% | −73−1.9% | Reduced |
| CIBC Asset Management Inc | 3,814 | $805.1K | 0.00% | +190+5.2% | Added |
| Capital Analysts, LLC | 3,830 | $808.0K | 0.02% | −455−10.6% | Reduced |
| American Century Companies Inc | 3,837 | $810.0K | 0.00% | +3,837 | New |