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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 1,918 | $253.0K | 0.02% | +1,918 | New |
| Bickling Financial Services, Inc. | 1,902 | $251.0K | 0.13% | +1+0.1% | 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 |
| Lagoda Investment Management, L.P. | 1,750 | $231.0K | 0.12% | +350+25.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,722 | $227.0K | 0.00% | −19−1.1% | Reduced |
| XTX Topco Ltd | 1,702 | $224.0K | 0.08% | +39+2.3% | Added |
| Wetherby Asset Management Inc | 1,670 | $220.0K | 0.01% | +9+0.5% | Added |
| Montag A & Associates Inc | 1,627 | $215.0K | 0.01% | +77+5.0% | Added |
| Harbor Investment Advisory, LLC | 1,580 | $208.0K | 0.03% | −300−16.0% | Reduced |
| Metropolitan Life Insurance Co | 1,571 | $207.2K | 0.00% | −56−3.4% | Reduced |
| Bruderman Asset Management, LLC | 1,570 | $207.0K | 0.05% | +1+0.1% | Added |
| Brewin Dolphin Ltd | 1,567 | $206.6K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,564 | $206.2K | 0.02% | +19+1.2% | Added |
| Essex LLC | 1,565 | $206.0K | 0.06% | +1,565 | New |
| Parkside Financial Bank & Trust | 1,506 | $198.0K | 0.06% | +14+0.9% | Added |
| American Portfolios Advisors | 1,490 | $196.6K | 0.01% | +268+21.9% | Added |
| Centaurus Financial, Inc. | 1,363 | $180.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $171.0K | 0.09% | 00.0% | Unchanged |
| BBVA USA | 1,269 | $167.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,238 | $163.3K | 0.01% | +207+20.1% | Added |
| Endurance Wealth Management, Inc. | 1,236 | $163.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,103 | $154.0K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,071 | $141.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $132.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 872 | $115.0K | 0.01% | −1,772−67.0% | Reduced |
| Newfound Research LLC | 851 | $112.0K | 0.18% | +213+33.4% | 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 |
| Northwestern Mutual Wealth Management Co | 774 | $102.0K | 0.00% | +352+83.4% | Added |
| Vontobel Holding Ltd. | 684 | $91.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 642 | $85.0K | 0.00% | −86−11.8% | Reduced |
| American International Group, Inc. | 621 | $82.0K | 0.00% | −64−9.3% | Reduced |
| Neo Ivy Capital Management | 768 | $77.0K | 0.09% | +768 | New |
| Plante Moran Financial Advisors, LLC | 568 | $75.0K | 0.02% | +98+20.9% | Added |
| Macquarie Group Ltd | 554 | $73.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 528 | $70.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 486 | $64.0K | 0.00% | −7,942−94.2% | Reduced |
| IFP Advisors, Inc | 483 | $63.0K | 0.00% | +78+19.3% | Added |
| First Manhattan Co | 464 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 458 | $60.0K | 0.00% | −5−1.1% | Reduced |
| Harding Loevner LP | 419 | $55.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $53.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 383 | $50.5K | 0.00% | +383 | New |
| Berman Capital Advisors, LLC | 381 | $50.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 381 | $50.0K | 0.00% | +19+5.2% | Added |
| Barrett Asset Management, LLC | 368 | $49.0K | 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 |
| Baystate Wealth Management LLC | 336 | $44.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 244 | $32.1K | 0.00% | +244 | New |
| Parallel Advisors, LLC | 244 | $32.0K | 0.00% | +77+46.1% | Added |
| Ci Investments Inc. | 216 | $28.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 196 | $28.0K | 0.01% | +156+390.0% | Added |
| 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 |
| Capital Analysts, LLC | 183 | $24.0K | 0.00% | +183 | New |
| Harbour Investments, Inc. | 166 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 172 | $22.0K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co | 158 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $18.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $16.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 118 | $16.0K | 0.00% | +1+0.9% | Added |
| 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 |
| FourThought Financial, LLC | 112 | $14.0K | 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 |
| 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 |
| Meeder Asset Management Inc | 75 | $10.0K | 0.00% | +1+1.4% | Added |
| Global Financial Private Client, LLC | 57 | $7.72K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Ellevest, Inc. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 28 | $3.69K | 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 |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 9 | $1.19K | 0.00% | +9 | 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 |
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | Unchanged |