Skip to main content
Livermore
Livermore
ZHEN

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 2026

Institutional positions in Heico Corp as of Jun 30, 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
668
+54 vs. Q1 2026
Shares held
69.9M
+1.03M (+1.5%) vs. Q1 2026
Total value
$18.0B
+$3.53B (+24.4%) vs. Q1 2026
New holders
107
255 more added
Sold out
53
215 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 668 institutions
Q1 2021: 327 institutionsQ2 2021: 343 institutionsQ3 2021: 328 institutionsQ4 2021: 364 institutionsQ1 2022: 370 institutionsQ2 2022: 362 institutionsQ3 2022: 366 institutionsQ4 2022: 395 institutionsQ1 2023: 396 institutionsQ2 2023: 392 institutionsQ3 2023: 399 institutionsQ4 2023: 430 institutionsQ1 2024: 431 institutionsQ2 2024: 456 institutionsQ3 2024: 503 institutionsQ4 2024: 502 institutionsQ1 2025: 544 institutionsQ2 2025: 568 institutionsQ3 2025: 584 institutionsQ4 2025: 616 institutionsQ1 2026: 621 institutionsQ2 2026: 668 institutions
Value heldQ2 2026: $18.0B
Q1 2021: $7.61BQ2 2021: $8.30BQ3 2021: $7.89BQ4 2021: $8.60BQ1 2022: $9.42BQ2 2022: $8.61BQ3 2022: $8.93BQ4 2022: $9.47BQ1 2023: $9.95BQ2 2023: $10.0BQ3 2023: $9.32BQ4 2023: $10.2BQ1 2024: $11.6BQ2 2024: $13.3BQ3 2024: $15.1BQ4 2024: $13.8BQ1 2025: $15.8BQ2 2025: $19.6BQ3 2025: $17.5BQ4 2025: $17.7BQ1 2026: $14.6BQ2 2026: $18.0B
Institutions holding HEI.A and their total value by quarter
QuarterHoldersValue
Q2 2026668$18.0B
Q1 2026621$14.6B
Q4 2025616$17.7B
Q3 2025584$17.5B
Q2 2025568$19.6B
Q1 2025544$15.8B
Q4 2024502$13.8B
Q3 2024503$15.1B
Q2 2024456$13.3B
Q1 2024431$11.6B
Q4 2023430$10.2B
Q3 2023399$9.32B
Q2 2023392$10.0B
Q1 2023396$9.95B
Q4 2022395$9.47B
Q3 2022366$8.93B
Q2 2022362$8.61B
Q1 2022370$9.42B
Q4 2021364$8.60B
Q3 2021328$7.89B
Q2 2021343$8.30B
Q1 2021327$7.61B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2026.

Institutions holding HEI.A in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Darwin Advisors, LLC0$2520.00%0New
Cassaday & Co Wealth Management LLC1$2580.00%−30−96.8%Reduced
Quaker Wealth Management, LLC1$2580.00%−1−50.0%Reduced
TFC Financial Management1$2580.00%00.0%Unchanged
Seneschal Advisors, LLC1$2580.00%00.0%Unchanged
Creative Financial Designs Inc1$2580.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$2580.00%+1New
Cordant, Inc.1$3440.00%+1New
Brooklyn FI, LLC2$4890.00%+2New
Principia Wealth Advisory, LLC2$5160.00%−6−75.0%Reduced
West Branch Capital LLC2$5160.00%00.0%Unchanged
Nemes Rush Group LLC2$5160.00%00.0%Unchanged
Highline Wealth Partners LLC2$5160.00%00.0%Unchanged
1015 Capital Partners, LLC2$5160.00%00.0%Unchanged
Trifecta Capital Advisors, LLC2$5160.00%+2New
Highland Investment Advisors LLC2$5160.00%+2New
Davis Capital Management3$7740.00%+1+50.0%Added
Cape Investment Advisory, Inc.3$7740.00%+3New
Bare Financial Services, Inc3$7740.00%+3New
Downshift Financial, LLC3$7740.00%+3New
Montgomery Financial Services LLC3$7740.00%+3New
Avion Wealth4$1.00K0.00%00.0%Unchanged
Richardson Financial Services Inc.4$1.03K0.00%00.0%Unchanged
Creative Capital Management Investments LLC4$1.03K0.00%+4New
DecisionPoint Financial, LLC4$1.05K0.00%+1+33.3%Added
Decker Retirement Planning Inc.4$1.10K0.00%+4New
Logan Capital Management Inc5$1.29K0.00%+5New
S&T Bank6$1.55K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.55K0.00%00.0%Unchanged
American Capital Advisory, LLC6$1.55K0.00%+1+20.0%Added
HFM Investment Advisors, LLC6$1.55K0.00%+4+200.0%Added
Ares Financial Consulting, LLC7$1.80K0.00%00.0%Unchanged
Planning Strategies Inc.7$1.80K0.00%+7New
Penserra Capital Management LLC9$2.00K0.00%00.0%Unchanged
CKW Financial Group6$2.00K0.00%+6New
HM Payson & Co10$2.58K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC11$2.84K0.00%+11New
Abound Wealth Management11$2.90K0.00%00.0%Unchanged
Hantz Financial Services, Inc.11$3.00K0.00%−1−8.3%Reduced
Advocate Investing Services LLC12$3.10K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$3.10K0.00%+1+9.1%Added
Hughes Financial Services, LLC12$3.10K0.00%+10+500.0%Added
CoreCap Advisors, LLC13$3.35K0.00%+1+8.3%Added
Financial Network Wealth Advisors LLC13$3.36K0.00%−9−40.9%Reduced
Atlantic Trust, LLC14$3.61K0.00%−4−22.2%Reduced
Whipplewood Advisors, LLC15$3.87K0.00%−169−91.8%Reduced
Manchester Capital Management LLC15$3.87K0.00%−4−21.1%Reduced
Webster Bank, N. A.17$4.38K0.00%+17New
South State Corp.17$4.38K0.00%00.0%Unchanged
Synergy Investment Management, LLC18$4.63K0.00%+18New
Brown, Lisle/Cummings, Inc.19$4.90K0.00%00.0%Unchanged
Park Place Capital Corp19$4.90K0.00%00.0%Unchanged
Dunhill Financial, LLC19$4.90K0.00%00.0%Unchanged
Larson Financial Group LLC19$4.90K0.00%+14+280.0%Added
SHP Wealth Management19$4.95K0.00%00.0%Unchanged
ZRC Wealth Management, LLC20$5.16K0.00%+20New
Activest Wealth Management21$5.42K0.00%00.0%Unchanged
Ameriflex Group, Inc.21$5.42K0.00%+21New
Ronald Blue Trust, Inc.21$5.44K0.00%−2−8.7%Reduced
Cromwell Holdings LLC22$5.67K0.00%+6+37.5%Added
SJS Investment Consulting Inc.23$5.93K0.00%+16+228.6%Added
Raffa Wealth Management, LLC24$6.19K0.00%+3+14.3%Added
Fortitude Family Office, LLC24$6.19K0.00%+12+100.0%Added
Beacon Investment Advisory Services, Inc.24$6.19K0.00%+24New
Strengthening Families & Communities, LLC24$6.19K0.00%+24New
JPL Wealth Management, LLC24$6.19K0.00%−14−36.8%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.26$6.71K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC28$7.20K0.00%+23+460.0%Added
Action Point Financial Planning, LLC31$7.22K0.00%+31New
West Paces Advisors Inc.29$7.48K0.00%+29New
Bogart Wealth, LLC30$7.74K0.00%00.0%Unchanged
Bell Investment Advisors, Inc32$8.25K0.00%00.0%Unchanged
Angeles Wealth Management, LLC33$8.51K0.00%+33New
Accent Capital Management, LLC34$8.77K0.00%00.0%Unchanged
First United Bank Trust35$9.03K0.00%00.0%Unchanged
Delta Asset Management LLC36$9.29K0.00%00.0%Unchanged
International Assets Investment Management, LLC37$9.68K0.00%−20−35.1%Reduced
Cornerstone Planning Group LLC40$9.77K0.00%+3+8.1%Added
Essential Partners LLC38$9.80K0.00%+36+1,800.0%Added
Rialto Wealth Management, LLC39$10.1K0.00%+38+3,800.0%Added
Continuum Advisory, LLC46$11.9K0.00%+46New
Parkside Financial Bank & Trust49$12.6K0.00%−6−10.9%Reduced
Edmond de Rothschild Holding S.A.50$12.9K0.00%+50New
Smithfield Trust Co50$13.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)53$13.7K0.00%+7+15.2%Added
ORG Wealth Partners, LLC60$15.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc61$15.7K0.00%−68−52.7%Reduced
Carolina Wealth Advisors, LLC61$15.7K0.01%00.0%Unchanged
Trust Co of Vermont66$17.0K0.00%+66New
Private Wealth Management Group, LLC71$18.3K0.00%−15−17.4%Reduced
Fedenia Advisers LLC72$18.6K0.00%+72New
UMA Financial Services, Inc.84$21.7K0.00%−46−35.4%Reduced
Mather Group, LLC.87$22.3K0.00%+64+278.3%Added
Sittner & Nelson, LLC89$23.0K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd89$23.0K0.00%+87+4,350.0%Added
Keating Financial Advisory Services, Inc.92$23.7K0.00%+34+58.6%Added
Aster Capital Management (DIFC) Ltd92$23.7K0.01%+92New
MCF Advisors LLC93$24.0K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.95$24.5K0.00%+27+39.7%Added