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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 401 institutions
Q1 2021: 427 institutionsQ2 2021: 424 institutionsQ3 2021: 401 institutionsQ4 2021: 415 institutionsQ1 2022: 435 institutionsQ2 2022: 419 institutionsQ3 2022: 438 institutionsQ4 2022: 451 institutionsQ1 2023: 459 institutionsQ2 2023: 475 institutionsQ3 2023: 468 institutionsQ4 2023: 498 institutionsQ1 2024: 518 institutionsQ2 2024: 551 institutionsQ3 2024: 587 institutionsQ4 2024: 608 institutionsQ1 2025: 640 institutionsQ2 2025: 706 institutionsQ3 2025: 715 institutionsQ4 2025: 757 institutionsQ1 2026: 739 institutionsQ2 2026: 777 institutions
Value heldQ3 2021: $4.64B
Q1 2021: $4.34BQ2 2021: $4.83BQ3 2021: $4.64BQ4 2021: $5.22BQ1 2022: $5.81BQ2 2022: $4.85BQ3 2022: $5.35BQ4 2022: $5.81BQ1 2023: $6.54BQ2 2023: $6.74BQ3 2023: $6.11BQ4 2023: $6.73BQ1 2024: $7.29BQ2 2024: $8.69BQ3 2024: $9.84BQ4 2024: $9.32BQ1 2025: $10.3BQ2 2025: $12.8BQ3 2025: $12.5BQ4 2025: $12.9BQ1 2026: $11.0BQ2 2026: $15.4B
Institutions holding HEI and their total value by quarter
QuarterHoldersValue
Q2 2026777$15.4B
Q1 2026739$11.0B
Q4 2025757$12.9B
Q3 2025715$12.5B
Q2 2025706$12.8B
Q1 2025640$10.3B
Q4 2024608$9.32B
Q3 2024587$9.84B
Q2 2024551$8.69B
Q1 2024518$7.29B
Q4 2023498$6.73B
Q3 2023468$6.11B
Q2 2023475$6.74B
Q1 2023459$6.54B
Q4 2022451$5.81B
Q3 2022438$5.35B
Q2 2022419$4.85B
Q1 2022435$5.81B
Q4 2021415$5.22B
Q3 2021401$4.64B
Q2 2021424$4.83B
Q1 2021427$4.34B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2021.

Institutions holding HEI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capula Management Ltd1,918$253.0K0.02%+1,918New
Capital Asset Advisory Services LLC1,926$254.0K0.03%+22+1.2%Added
Xponance, Inc.1,932$255.0K0.00%−249−11.4%Reduced
Oppenheimer & Co Inc1,940$256.0K0.00%−1,619−45.5%Reduced
Redpoint Investment Management Pty Ltd1,942$256.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,952$257.0K0.01%−378−16.2%Reduced
RKL Wealth Management LLC1,957$258.0K0.03%+1+0.1%Added
Anchor Investment Management, LLC1,978$260.8K0.04%+200+11.2%Added
GM Advisory Group, Inc.1,981$261.0K0.03%+2+0.1%Added
Wendell David Associates Inc2,001$264.0K0.03%−985−33.0%Reduced
Forte Capital LLC2,000$264.0K0.04%00.0%Unchanged
Carlson Capital Management2,001$264.0K0.03%+18+0.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd2,011$265.0K0.01%−64−3.1%Reduced
CFM Wealth Partners LLC2,048$270.0K0.07%00.0%Unchanged
Integrated Investment Consultants, LLC2,099$277.0K0.08%00.0%Unchanged
ARGI Investment Services, LLC2,127$280.0K0.01%+94+4.6%Added
Daiwa Securities Group Inc.2,135$282.0K0.00%+200+10.3%Added
Kestra Advisory Services, LLC2,144$283.0K0.00%+5+0.2%Added
FineMark National Bank & Trust2,162$285.0K0.01%+27+1.3%Added
Quantinno Capital Management LP2,248$296.0K0.33%+25+1.1%Added
Occudo Quantitative Strategies LP2,276$300.0K0.04%+598+35.6%Added
Trexquant Investment LP2,287$302.0K0.02%−1,332−36.8%Reduced
Cambridge Investment Research Advisors, Inc.2,293$302.0K0.00%−179−7.2%Reduced
Wolverine Trading, LLC2,268$304.0K0.01%+2,268New
Captrust Financial Advisors2,315$305.0K0.00%+20+0.9%Added
Bridgewater Associates, LP2,374$313.0K0.00%+2,374New
CIBC World Markets Inc.2,382$314.0K0.00%−329−12.1%Reduced
Buckingham Capital Management, Inc.2,382$314.0K0.05%00.0%Unchanged
Pearl River Capital, LLC2,419$319.0K0.09%−847−25.9%Reduced
Cresset Asset Management, LLC2,434$321.0K0.00%−2−0.1%Reduced
Asset Management Corp2,495$329.0K0.21%00.0%Unchanged
Advisory Services Network, LLC2,663$351.0K0.01%+1,670+168.2%Added
TrinityPoint Wealth, LLC2,663$351.0K0.07%+2,663New
Sepio Capital, LP2,667$352.0K0.03%+200+8.1%Added
M&T Bank Corp2,736$362.0K0.00%−330−10.8%Reduced
Bahl & Gaynor Inc2,765$365.0K0.00%−800−22.4%Reduced
Heritage Wealth Management, LLC2,814$371.0K0.13%−157−5.3%Reduced
DekaBank Deutsche Girozentrale2,804$375.0K0.00%+61+2.2%Added
Thoroughbred Financial Services, LLC2,883$380.0K0.09%00.0%Unchanged
Wedbush Securities Inc2,915$384.0K0.02%−84−2.8%Reduced
Caisse de Depot Et Placement du Quebec2,924$386.0K0.00%+300+11.4%Added
Hengehold Capital Management LLC2,959$390.0K0.05%00.0%Unchanged
Crescent Grove Advisors, LLC3,000$396.0K0.04%00.0%Unchanged
Bluestein R H & Co3,000$396.0K0.02%00.0%Unchanged
Spire Wealth Management3,007$397.0K0.01%−30−1.0%Reduced
Glenmede Trust Co NA3,068$404.0K0.00%00.0%Unchanged
Yorktown Management & Research Co Inc3,200$422.0K0.32%00.0%Unchanged
Maryland Capital Management3,227$426.0K0.03%−83−2.5%Reduced
FNY Investment Advisers, LLC3,280$432.0K0.20%+560+20.6%Added
Diamant Asset Management, Inc.3,312$437.0K0.36%+3,312New
Prudential Financial Inc3,449$439.0K0.00%+569+19.8%Added
Commerce Bank3,477$459.0K0.00%−537−13.4%Reduced
Ironwood Investment Counsel, LLC3,496$461.0K0.12%00.0%Unchanged
Hartford Investment Management Co3,565$470.0K0.01%00.0%Unchanged
Concorde Asset Management, LLC3,598$474.0K0.27%−181−4.8%Reduced
Maryland State Retirement & Pension System3,565$479.0K0.01%00.0%Unchanged
IFM Investors Pty Ltd3,658$482.0K0.01%00.0%Unchanged
Van Eck Associates Corp3,677$485.0K0.00%+317+9.4%Added
Ontario Teachers Pension Plan Board3,749$494.0K0.00%+3,749New
Panagora Asset Management Inc3,778$498.0K0.00%00.0%Unchanged
TD Asset Management Inc3,818$503.0K0.00%−640−14.4%Reduced
Tocqueville Asset Management L.P.3,843$507.0K0.01%00.0%Unchanged
Wade G W & Inc3,845$507.0K0.02%+10.0%Added
Exencial Wealth Advisors, LLC4,034$508.0K0.02%+4,034New
Walleye Trading LLC4,003$528.0K0.01%+4,003New
The PNC Financial Services Group, Inc.4,043$533.0K0.00%+397+10.9%Added
Amalgamated Bank4,048$534.0K0.00%−435−9.7%Reduced
Two Sigma Securities, LLC4,075$537.0K0.11%+4,075New
IHT Wealth Management, LLC4,137$546.0K0.04%−150−3.5%Reduced
Creative Planning4,173$550.0K0.00%−1,011−19.5%Reduced
Chicago Trust Co NA4,257$561.0K0.12%+1,500+54.4%Added
Allianz Asset Management GmbH4,261$562.0K0.00%+501+13.3%Added
Moody Lynn & Lieberson, LLC4,349$574.0K0.04%−2,381−35.4%Reduced
Westpac Banking Corp4,448$586.6K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc4,595$606.0K0.00%+4,595New
Oregon Public Employees Retirement Fund4,867$642.0K0.01%−283−5.5%Reduced
Jane Street Group, LLC4,880$643.0K0.00%−2,277−31.8%Reduced
Standard Life Aberdeen plc4,911$657.0K0.00%+710+16.9%Added
Integrated Wealth Concepts LLC5,014$661.0K0.02%+327+7.0%Added
Public Employees Retirement Association of Colorado5,393$711.0K0.00%00.0%Unchanged
Seeyond5,410$713.0K0.07%−55−1.0%Reduced
ExodusPoint Capital Management, LP5,645$744.0K0.01%+5,645New
Toronto Dominion Bank5,663$747.0K0.00%−192−3.3%Reduced
D. E. Shaw & Co., Inc.5,891$777.0K0.00%−11,342−65.8%Reduced
Value Holdings Management Co. LLC6,000$791.0K0.18%00.0%Unchanged
Equitable Trust Co6,483$855.0K0.05%−2,806−30.2%Reduced
Verity Asset Management, Inc.6,579$868.0K0.56%+864+15.1%Added
Roundview Capital LLC6,607$871.0K0.10%+253+4.0%Added
Bessemer Securities LLC6,706$884.0K0.30%00.0%Unchanged
Guggenheim Capital LLC6,876$907.0K0.01%−700−9.2%Reduced
Mezzasalma Advisors, LLC6,925$913.0K0.51%00.0%Unchanged
Capital International Sarl7,445$982.0K0.09%00.0%Unchanged
Optimal Asset Management, Inc.7,472$985.0K0.12%+9+0.1%Added
AE Wealth Management LLC7,609$1.00M0.01%+66+0.9%Added
Marcum Wealth, LLC7,652$1.01M0.16%−800−9.5%Reduced
Eqis Capital Management, Inc.7,965$1.01M0.08%+2,788+53.9%Added
Vestmark Advisory Solutions, Inc.7,700$1.01M0.07%−172−2.2%Reduced
Gsa Capital Partners LLP7,711$1.02M0.10%+2,561+49.7%Added
Ensemble Capital Management, LLC7,796$1.03M0.08%00.0%Unchanged
Franklin Resources Inc7,956$1.05M0.00%−42−0.5%Reduced