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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 1,691 | $244.0K | 0.01% | +21+1.3% | Added |
| Forte Capital LLC | 1,665 | $240.0K | 0.03% | −335−16.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,646 | $237.0K | 0.00% | −76−4.4% | Reduced |
| Montag A & Associates Inc | 1,627 | $235.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,622 | $234.0K | 0.00% | −318−16.4% | Reduced |
| Cresset Asset Management, LLC | 1,620 | $233.0K | 0.00% | −814−33.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,580 | $228.0K | 0.03% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 1,570 | $226.0K | 0.17% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,565 | $225.7K | 0.00% | −6−0.4% | Reduced |
| MBB Public Markets I LLC | 1,549 | $223.0K | 0.00% | +1,549 | New |
| Essex LLC | 1,540 | $222.0K | 0.06% | −25−1.6% | Reduced |
| Dudley & Shanley, Inc. | 1,540 | $222.0K | 0.04% | +1,540 | New |
| Rehmann Capital Advisory Group | 1,537 | $221.7K | 0.02% | −27−1.7% | Reduced |
| American Portfolios Advisors | 1,516 | $218.6K | 0.01% | +26+1.7% | Added |
| Synovus Financial Corp | 1,500 | $216.0K | 0.00% | +1,500 | New |
| Schonfeld Strategic Advisors LLC | 1,500 | $216.0K | 0.00% | +1,500 | New |
| Symmetry Partners, LLC | 1,449 | $209.0K | 0.01% | +1,449 | New |
| Cetera Advisors LLC | 1,445 | $208.0K | 0.00% | +1,445 | 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 |
| King Luther Capital Management Corp | 1,415 | $204.0K | 0.00% | +1,415 | New |
| Parkside Financial Bank & Trust | 1,402 | $202.0K | 0.05% | −104−6.9% | Reduced |
| Paradigm Financial Partners, LLC | 1,396 | $201.0K | 0.04% | +1,396 | New |
| TD Private Client Wealth LLC | 1,388 | $200.2K | 0.01% | +150+12.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $187.0K | 0.09% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,236 | $178.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,216 | $175.0K | 0.01% | −147−10.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,071 | $154.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 978 | $141.0K | 0.00% | −18,632−95.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $136.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 920 | $133.0K | 0.16% | +69+8.1% | Added |
| Center for Financial Planning, Inc. | 821 | $118.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 797 | $114.0K | 0.01% | −75−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 751 | $108.2K | 0.00% | +507+207.8% | Added |
| Signaturefd, LLC | 639 | $92.0K | 0.00% | +111+21.0% | Added |
| American International Group, Inc. | 600 | $87.0K | 0.00% | −21−3.4% | Reduced |
| Macquarie Group Ltd | 554 | $80.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 535 | $77.0K | 0.00% | −107−16.7% | Reduced |
| CWM, LLC | 506 | $73.0K | 0.00% | +506 | New |
| PYA Waltman Capital, LLC | 499 | $72.0K | 0.04% | +499 | New |
| STRS Ohio | 486 | $70.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Oregon Public Employees Retirement Fund | 467 | $67.0K | 0.00% | −4,400−90.4% | Reduced |
| 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 |
| Harding Loevner LP | 419 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 412 | $59.0K | 0.00% | −46−10.0% | Reduced |
| Aquatic Capital Management LLC | 400 | $58.0K | 0.11% | +400 | New |
| Huntington National Bank | 382 | $55.0K | 0.00% | +1+0.3% | Added |
| Barrett Asset Management, LLC | 368 | $53.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $53.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 351 | $51.0K | 0.01% | +351 | New |
| Koshinski Asset Management, Inc. | 341 | $49.2K | 0.00% | −42−11.0% | Reduced |
| Baystate Wealth Management LLC | 336 | $49.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 331 | $48.0K | 0.00% | +87+35.7% | Added |
| Confluence Wealth Services, Inc. | 307 | $44.0K | 0.01% | +307 | New |
| West Oak Capital, LLC | 300 | $43.0K | 0.02% | −100−25.0% | Reduced |
| Ci Investments Inc. | 224 | $32.0K | 0.00% | +8+3.7% | Added |
| JJJ Advisors Inc. | 199 | $29.0K | 0.01% | +86+76.1% | Added |
| 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 |
| Capital Analysts, LLC | 183 | $26.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 175 | $25.0K | 0.01% | −3,105−94.7% | Reduced |
| Whittier Trust Co | 158 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 126 | $18.0K | 0.00% | +8+6.8% | Added |
| Selective Wealth Management, Inc. | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 89 | $13.0K | 0.00% | +89 | 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 |
| 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 |
| Global Financial Private Client, LLC | 57 | $8.22K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 53 | $8.00K | 0.00% | −5−8.6% | Reduced |
| Covestor Ltd | 55 | $8.00K | 0.01% | +55 | 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 |
| 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 |
| Ellevest, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, N.A. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 22 | $3.00K | 0.00% | +22 | New |
| 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 |