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, Q4 2021
Institutional positions in Heico Corp as of Dec 31, 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
- 415
- +18 vs. Q3 2021
- Shares held
- 36.2M
- +977.6K (+2.8%) vs. Q3 2021
- Total value
- $5.22B
- +$575.7M (+12.4%) vs. Q3 2021
- New holders
- 58
- 130 more added
- Sold out
- 40
- 138 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $0 | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | +8 | New |
| Benjamin Edwards Inc | 9 | $1.00K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Core Alternative Capital | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Quent Capital, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | +5 | New |
| Leonteq Securities AG | 8 | $1.15K | 0.00% | −1−11.1% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $2.00K | 0.00% | +7+100.0% | Added |
| HWG Holdings LP | 11 | $2.00K | 0.00% | +11 | New |
| Harvest Group Wealth Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Zions Bancorporation, N.A. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 22 | $3.00K | 0.00% | +22 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $6.00K | 0.00% | −125−75.3% | Reduced |
| Howe & Rusling Inc | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 41 | $6.00K | 0.00% | +41 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 56 | $7.00K | 0.00% | +56 | New |
| Simon Quick Advisors, LLC | 53 | $8.00K | 0.00% | −5−8.6% | Reduced |
| Covestor Ltd | 55 | $8.00K | 0.01% | +55 | New |
| Global Financial Private Client, LLC | 57 | $8.22K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 60 | $9.00K | 0.00% | +18+42.9% | Added |
| Motley Fool Asset Management LLC | 60 | $9.00K | 0.00% | +60 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $13.0K | 0.00% | +89 | New |
| Tower Research Capital LLC (TRC) | 114 | $16.0K | 0.00% | −707−86.1% | Reduced |
| FourThought Financial, LLC | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 126 | $18.0K | 0.00% | +8+6.8% | Added |
| Caldwell Trust Co | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 158 | $23.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 175 | $25.0K | 0.01% | −3,105−94.7% | Reduced |
| Capital Analysts, LLC | 183 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 196 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 196 | $28.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 197 | $28.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 199 | $29.0K | 0.01% | +86+76.1% | Added |
| Ci Investments Inc. | 224 | $32.0K | 0.00% | +8+3.7% | Added |
| West Oak Capital, LLC | 300 | $43.0K | 0.02% | −100−25.0% | Reduced |
| Confluence Wealth Services, Inc. | 307 | $44.0K | 0.01% | +307 | New |
| Parallel Advisors, LLC | 331 | $48.0K | 0.00% | +87+35.7% | Added |
| Baystate Wealth Management LLC | 336 | $49.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 341 | $49.2K | 0.00% | −42−11.0% | Reduced |
| Tortoise Investment Management, LLC | 351 | $51.0K | 0.01% | +351 | New |
| Barrett Asset Management, LLC | 368 | $53.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $53.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 382 | $55.0K | 0.00% | +1+0.3% | Added |
| Aquatic Capital Management LLC | 400 | $58.0K | 0.11% | +400 | New |
| First Horizon Advisors, Inc. | 412 | $59.0K | 0.00% | −46−10.0% | Reduced |
| Harding Loevner LP | 419 | $60.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 460 | $66.0K | 0.00% | −314−40.6% | Reduced |
| First Manhattan Co | 464 | $66.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 467 | $67.0K | 0.00% | −4,400−90.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 481 | $69.0K | 0.01% | −87−15.3% | Reduced |
| IFP Advisors, Inc | 476 | $69.0K | 0.00% | −7−1.4% | Reduced |
| STRS Ohio | 486 | $70.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 499 | $72.0K | 0.04% | +499 | New |
| CWM, LLC | 506 | $73.0K | 0.00% | +506 | New |
| Vestcor Inc | 535 | $77.0K | 0.00% | −107−16.7% | Reduced |
| Macquarie Group Ltd | 554 | $80.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 600 | $87.0K | 0.00% | −21−3.4% | Reduced |
| Signaturefd, LLC | 639 | $92.0K | 0.00% | +111+21.0% | Added |
| Federation des caisses Desjardins du Quebec | 751 | $108.2K | 0.00% | +507+207.8% | Added |
| Carroll Financial Associates, Inc. | 797 | $114.0K | 0.01% | −75−8.6% | Reduced |
| Center for Financial Planning, Inc. | 821 | $118.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 920 | $133.0K | 0.16% | +69+8.1% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $136.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 978 | $141.0K | 0.00% | −18,632−95.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,071 | $154.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,216 | $175.0K | 0.01% | −147−10.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,236 | $178.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $187.0K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,388 | $200.2K | 0.01% | +150+12.1% | Added |
| Paradigm Financial Partners, LLC | 1,396 | $201.0K | 0.04% | +1,396 | New |
| Parkside Financial Bank & Trust | 1,402 | $202.0K | 0.05% | −104−6.9% | Reduced |
| King Luther Capital Management Corp | 1,415 | $204.0K | 0.00% | +1,415 | New |
| Personal Cfo Solutions, LLC | 1,438 | $207.0K | 0.04% | +1,438 | New |
| Connecticut Wealth Management, LLC | 1,437 | $207.0K | 0.02% | +1,437 | New |
| Cetera Advisors LLC | 1,445 | $208.0K | 0.00% | +1,445 | New |
| Symmetry Partners, LLC | 1,449 | $209.0K | 0.01% | +1,449 | New |
| Synovus Financial Corp | 1,500 | $216.0K | 0.00% | +1,500 | New |