Heico Corp
HEI- 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; 777 institutions reported holding it in 13F filings for Q2 2026, worth $15.4B in total; ARK Invest is the only superinvestor holding it.
Other share classesHEI.A
13F holders, Q3 2021
Institutional positions in Heico Corp as of Sep 30, 2021. 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
- 401
- −20 vs. Q2 2021
- Shares held
- 35.2M
- +615.8K (+1.8%) vs. Q2 2021
- Total value
- $4.64B
- −$180.4M (−3.7%) vs. Q2 2021
- New holders
- 33
- 148 more added
- Sold out
- 53
- 123 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEI 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 | 777 | $15.4B |
| Q1 2026 | 739 | $11.0B |
| Q4 2025 | 757 | $12.9B |
| Q3 2025 | 715 | $12.5B |
| Q2 2025 | 706 | $12.8B |
| Q1 2025 | 640 | $10.3B |
| Q4 2024 | 608 | $9.32B |
| Q3 2024 | 587 | $9.84B |
| Q2 2024 | 551 | $8.69B |
| Q1 2024 | 518 | $7.29B |
| Q4 2023 | 498 | $6.73B |
| Q3 2023 | 468 | $6.11B |
| Q2 2023 | 475 | $6.74B |
| Q1 2023 | 459 | $6.54B |
| Q4 2022 | 451 | $5.81B |
| Q3 2022 | 438 | $5.35B |
| Q2 2022 | 419 | $4.85B |
| Q1 2022 | 435 | $5.81B |
| Q4 2021 | 415 | $5.22B |
| Q3 2021 | 401 | $4.64B |
| Q2 2021 | 424 | $4.83B |
| Q1 2021 | 427 | $4.34B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $0 | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Leonteq Securities AG | 9 | $1.19K | 0.00% | +9 | New |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.69K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Hudock, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $5.00K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $5.00K | 0.00% | +39 | New |
| Lindbrook Capital, LLC | 42 | $6.00K | 0.00% | −6−12.5% | Reduced |
| Howe & Rusling Inc | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 42 | $6.00K | 0.00% | +7+20.0% | Added |
| Valley National Advisers Inc | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 58 | $7.00K | 0.00% | +5+9.4% | Added |
| Red Tortoise LLC | 49 | $7.00K | 0.01% | +49 | New |
| Global Financial Private Client, LLC | 57 | $7.72K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $10.0K | 0.00% | +1+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $11.0K | 0.00% | −734−89.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 99 | $13.0K | 0.00% | +99 | New |
| FourThought Financial, LLC | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 113 | $15.0K | 0.01% | +10+9.7% | Added |
| Selective Wealth Management, Inc. | 117 | $15.0K | 0.01% | +93+387.5% | Added |
| Quadrant Capital Group LLC | 118 | $16.0K | 0.00% | +1+0.9% | Added |
| Caldwell Trust Co | 125 | $16.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 158 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 166 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 172 | $22.0K | 0.00% | +1+0.6% | Added |
| Capital Analysts, LLC | 183 | $24.0K | 0.00% | +183 | New |
| Fifth Third Bancorp | 196 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 196 | $26.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 197 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 216 | $28.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 196 | $28.0K | 0.01% | +156+390.0% | Added |
| Parallel Advisors, LLC | 244 | $32.0K | 0.00% | +77+46.1% | Added |
| Federation des caisses Desjardins du Quebec | 244 | $32.1K | 0.00% | +244 | New |
| Baystate Wealth Management LLC | 336 | $44.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 365 | $48.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $48.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 362 | $48.0K | 0.02% | +362 | New |
| Barrett Asset Management, LLC | 368 | $49.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 381 | $50.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 381 | $50.0K | 0.00% | +19+5.2% | Added |
| Koshinski Asset Management, Inc. | 383 | $50.5K | 0.00% | +383 | New |
| West Oak Capital, LLC | 400 | $53.0K | 0.02% | 00.0% | Unchanged |
| Harding Loevner LP | 419 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 458 | $60.0K | 0.00% | −5−1.1% | Reduced |
| First Manhattan Co | 464 | $61.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 483 | $63.0K | 0.00% | +78+19.3% | Added |
| STRS Ohio | 486 | $64.0K | 0.00% | −7,942−94.2% | Reduced |
| Signaturefd, LLC | 528 | $70.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 554 | $73.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 568 | $75.0K | 0.02% | +98+20.9% | Added |
| Neo Ivy Capital Management | 768 | $77.0K | 0.09% | +768 | New |
| American International Group, Inc. | 621 | $82.0K | 0.00% | −64−9.3% | Reduced |
| Vestcor Inc | 642 | $85.0K | 0.00% | −86−11.8% | Reduced |
| Vontobel Holding Ltd. | 684 | $91.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 774 | $102.0K | 0.00% | +352+83.4% | Added |
| Tower Research Capital LLC (TRC) | 821 | $108.0K | 0.00% | −11,024−93.1% | Reduced |
| Center for Financial Planning, Inc. | 821 | $108.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 851 | $112.0K | 0.18% | +213+33.4% | Added |
| Carroll Financial Associates, Inc. | 872 | $115.0K | 0.01% | −1,772−67.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $132.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,071 | $141.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 1,103 | $154.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,236 | $163.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,238 | $163.3K | 0.01% | +207+20.1% | Added |
| BBVA USA | 1,269 | $167.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $171.0K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,363 | $180.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,490 | $196.6K | 0.01% | +268+21.9% | Added |
| Parkside Financial Bank & Trust | 1,506 | $198.0K | 0.06% | +14+0.9% | Added |
| Essex LLC | 1,565 | $206.0K | 0.06% | +1,565 | New |
| Rehmann Capital Advisory Group | 1,564 | $206.2K | 0.02% | +19+1.2% | Added |
| Brewin Dolphin Ltd | 1,567 | $206.6K | 0.01% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 1,570 | $207.0K | 0.05% | +1+0.1% | Added |
| Metropolitan Life Insurance Co | 1,571 | $207.2K | 0.00% | −56−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,580 | $208.0K | 0.03% | −300−16.0% | Reduced |
| Montag A & Associates Inc | 1,627 | $215.0K | 0.01% | +77+5.0% | Added |
| Wetherby Asset Management Inc | 1,670 | $220.0K | 0.01% | +9+0.5% | Added |
| XTX Topco Ltd | 1,702 | $224.0K | 0.08% | +39+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,722 | $227.0K | 0.00% | −19−1.1% | Reduced |
| Lagoda Investment Management, L.P. | 1,750 | $231.0K | 0.12% | +350+25.0% | Added |
| Redwood Investments, LLC | 1,792 | $236.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,789 | $236.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,902 | $251.0K | 0.13% | +1+0.1% | Added |