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.
| 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 2026
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 807 | $208.1K | 0.04% | +807 | New |
| Peak Financial Advisors LLC | 779 | $200.9K | 0.08% | +779 | New |
| EP Wealth Advisors, LLC | 739 | $190.7K | 0.00% | +739 | New |
| Crewe Advisors LLC | 702 | $181.1K | 0.01% | +103+17.2% | Added |
| EverSource Wealth Advisors, LLC | 664 | $171.3K | 0.01% | +86+14.9% | Added |
| Grove Bank & Trust | 616 | $158.9K | 0.02% | +567+1,157.1% | Added |
| Bryn Mawr Trust Co | 580 | $149.6K | 0.00% | −400−40.8% | Reduced |
| LRI Investments, LLC | 574 | $148.0K | 0.01% | +529+1,175.6% | Added |
| Stephenson National Bank & Trust | 573 | $147.8K | 0.04% | −580−50.3% | Reduced |
| Federated Hermes, Inc. | 556 | $143.4K | 0.00% | −1,871−77.1% | Reduced |
| Farther Finance Advisors, LLC | 554 | $142.8K | 0.00% | −21−3.7% | Reduced |
| GW&K Investment Management, LLC | 540 | $139.0K | 0.00% | +189+53.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 530 | $136.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 517 | $131.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 498 | $128.4K | 0.01% | −134−21.2% | Reduced |
| Sterling Capital Management LLC | 497 | $128.2K | 0.00% | −43−8.0% | Reduced |
| FIL Ltd | 480 | $123.8K | 0.00% | +20+4.3% | Added |
| CVA Family Office, LLC | 452 | $116.6K | 0.01% | −5−1.1% | Reduced |
| WPG Advisers, LLC | 448 | $115.5K | 0.07% | +10+2.3% | Added |
| Trust Co of Toledo NA | 435 | $112.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 413 | $106.5K | 0.00% | −4−1.0% | Reduced |
| Ossiam | 409 | $105.5K | 0.00% | +409 | New |
| Mosley Wealth Management | 402 | $103.7K | 0.03% | −566−58.5% | Reduced |
| Whittier Trust Co | 387 | $101.6K | 0.00% | +62+19.1% | Added |
| First Horizon Corp | 376 | $97.0K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 374 | $96.5K | 0.02% | +374 | New |
| Bokf, NA | 369 | $95.2K | 0.00% | −372−50.2% | Reduced |
| IFP Advisors, Inc | 362 | $93.4K | 0.00% | −17−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 360 | $92.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 355 | $91.6K | 0.00% | +176+98.3% | Added |
| Lazard Asset Management LLC | 349 | $90.0K | 0.00% | −721−67.4% | Reduced |
| Parallel Advisors, LLC | 340 | $87.9K | 0.00% | −32−8.6% | Reduced |
| Heritage Wealth Advisors | 300 | $77.3K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 276 | $71.2K | 0.03% | −324−54.0% | Reduced |
| First Command Advisory Services, Inc. | 266 | $68.6K | 0.00% | +142+114.5% | Added |
| Covestor Ltd | 263 | $68.0K | 0.04% | −18−6.4% | Reduced |
| MV Capital Management, Inc. | 258 | $66.5K | 0.01% | +21+8.9% | Added |
| Johnson Financial Group, Inc. | 247 | $63.7K | 0.00% | −59−19.3% | Reduced |
| Persistent Asset Partners Ltd | 245 | $63.2K | 0.02% | +245 | New |
| AlphaCore Capital LLC | 207 | $53.4K | 0.00% | +197+1,970.0% | Added |
| Signaturefd, LLC | 197 | $50.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 191 | $49.4K | 0.00% | +1+0.5% | Added |
| Anchor Investment Management, LLC | 188 | $48.5K | 0.00% | +3+1.6% | Added |
| Harbour Investments, Inc. | 188 | $48.5K | 0.00% | +12+6.8% | Added |
| Quarry LP | 185 | $47.7K | 0.01% | −414−69.1% | Reduced |
| Asset Dedication, LLC | 169 | $43.6K | 0.00% | +5+3.0% | Added |
| Central Trust Co | 169 | $43.6K | 0.00% | +7+4.3% | Added |
| Massmutual Trust Co FSB | 167 | $43.1K | 0.00% | +13+8.4% | Added |
| Private Trust Co NA | 166 | $42.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 159 | $41.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 154 | $39.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 146 | $37.7K | 0.00% | +58+65.9% | Added |
| True Wealth Design, LLC | 146 | $37.7K | 0.01% | +71+94.7% | Added |
| Harborfront Financial Group LLC | 142 | $36.6K | 0.14% | +142 | New |
| Harvest Fund Management Co., Ltd | 135 | $35.0K | 0.00% | −4−2.9% | Reduced |
| Rossby Financial, LCC | 118 | $30.4K | 0.01% | −38−24.4% | Reduced |
| Tounjian Advisory Partners, LLC | 116 | $29.8K | 0.01% | +116 | New |
| Owl Creek Wealth Partners LLC | 113 | $29.1K | 0.01% | +5+4.6% | Added |
| NBH Bank | 111 | $28.6K | 0.01% | +111 | New |
| Truvestments Capital LLC | 108 | $27.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $27.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $26.3K | 0.00% | +47+85.5% | Added |
| FNY Investment Advisers, LLC | 102 | $26.0K | 0.01% | +102 | New |
| Caldwell Sutter Capital, Inc. | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 99 | $25.5K | 0.01% | +99 | New |
| Salomon & Ludwin, LLC | 95 | $24.9K | 0.00% | +63+196.9% | Added |
| TD Private Client Wealth LLC | 96 | $24.8K | 0.00% | −304−76.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 95 | $24.5K | 0.00% | +27+39.7% | Added |
| MCF Advisors LLC | 93 | $24.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 92 | $23.7K | 0.00% | +34+58.6% | Added |
| Aster Capital Management (DIFC) Ltd | 92 | $23.7K | 0.01% | +92 | New |
| Sittner & Nelson, LLC | 89 | $23.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 89 | $23.0K | 0.00% | +87+4,350.0% | Added |
| Mather Group, LLC. | 87 | $22.3K | 0.00% | +64+278.3% | Added |
| UMA Financial Services, Inc. | 84 | $21.7K | 0.00% | −46−35.4% | Reduced |
| Fedenia Advisers LLC | 72 | $18.6K | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 71 | $18.3K | 0.00% | −15−17.4% | Reduced |
| Trust Co of Vermont | 66 | $17.0K | 0.00% | +66 | New |
| Farmers & Merchants Investments Inc | 61 | $15.7K | 0.00% | −68−52.7% | Reduced |
| Carolina Wealth Advisors, LLC | 61 | $15.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 60 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 53 | $13.7K | 0.00% | +7+15.2% | Added |
| Smithfield Trust Co | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $12.9K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 49 | $12.6K | 0.00% | −6−10.9% | Reduced |
| Continuum Advisory, LLC | 46 | $11.9K | 0.00% | +46 | New |
| Rialto Wealth Management, LLC | 39 | $10.1K | 0.00% | +38+3,800.0% | Added |
| Essential Partners LLC | 38 | $9.80K | 0.00% | +36+1,800.0% | Added |
| Cornerstone Planning Group LLC | 40 | $9.77K | 0.00% | +3+8.1% | Added |
| International Assets Investment Management, LLC | 37 | $9.68K | 0.00% | −20−35.1% | Reduced |
| Delta Asset Management LLC | 36 | $9.29K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $9.03K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 34 | $8.77K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 33 | $8.51K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 32 | $8.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $7.74K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 29 | $7.48K | 0.00% | +29 | New |
| Action Point Financial Planning, LLC | 31 | $7.22K | 0.00% | +31 | New |
| Basecamp Wealth Advisors LLC | 28 | $7.20K | 0.00% | +23+460.0% | Added |