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 2022
Institutional positions in Heico Corp as of Sep 30, 2022. 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
- 438
- +21 vs. Q2 2022
- Shares held
- 37.2M
- +156.8K (+0.4%) vs. Q2 2022
- Total value
- $5.35B
- +$495.9M (+10.2%) vs. Q2 2022
- New holders
- 57
- 130 more added
- Sold out
- 36
- 157 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | −328−97.6% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Leonteq Securities AG | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 13 | $2.00K | 0.00% | −5−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | −5−31.3% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| Simplex Trading, LLC | 19 | $2.00K | 0.00% | +19 | New |
| HWG Holdings LP | 11 | $2.00K | 0.00% | +11 | New |
| Standard Family Office LLC | 15 | $2.00K | 0.00% | +15 | New |
| Steward Partners Investment Advisory, LLC | 19 | $3.00K | 0.00% | −16−45.7% | Reduced |
| Zions Bancorporation, N.A. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 21 | $3.00K | 0.00% | +5+31.3% | Added |
| Gradient Investments LLC | 27 | $4.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 28 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 33 | $5.00K | 0.00% | −15−31.3% | Reduced |
| Harbour Investments, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 45 | $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 |
| Massmutual Trust Co FSB | 41 | $6.00K | 0.00% | +14+51.9% | Added |
| Quent Capital, LLC | 43 | $6.00K | 0.00% | +34+377.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $7.00K | 0.00% | +3+6.5% | Added |
| Morgan Dempsey Capital Management LLC | 47 | $7.00K | 0.00% | +47 | New |
| Tradition Wealth Management, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 56 | $8.00K | 0.00% | +3+5.7% | Added |
| Global Financial Private Client, LLC | 57 | $8.42K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $9.00K | 0.00% | +1+1.6% | Added |
| Harvest Fund Management Co., Ltd | 61 | $9.00K | 0.00% | +61 | New |
| TD Waterhouse Canada Inc. | 63 | $9.30K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $16.0K | 0.01% | −190−63.3% | Reduced |
| FourThought Financial, LLC | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $19.0K | 0.00% | −23−14.6% | Reduced |
| Private Trust Co NA | 129 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 148 | $21.0K | 0.00% | +8+5.7% | Added |
| Annapolis Financial Services, LLC | 157 | $23.0K | 0.01% | +157 | New |
| Ci Investments Inc. | 172 | $25.0K | 0.00% | +35+25.5% | Added |
| Huntington National Bank | 191 | $28.0K | 0.00% | −6−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 214 | $31.0K | 0.00% | −8−3.6% | Reduced |
| Parallel Advisors, LLC | 236 | $34.0K | 0.00% | +81+52.3% | Added |
| Spire Wealth Management | 244 | $35.0K | 0.00% | −166−40.5% | Reduced |
| Altshuler Shaham Ltd | 245 | $35.0K | 0.00% | −13−5.0% | Reduced |
| Fifth Third Bancorp | 245 | $35.0K | 0.00% | +49+25.0% | Added |
| Allworth Financial LP | 256 | $37.0K | 0.00% | +122+91.0% | Added |
| TFC Financial Management | 264 | $38.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 301 | $43.0K | 0.09% | +301 | New |
| First Horizon Advisors, Inc. | 333 | $47.0K | 0.00% | +1+0.3% | Added |
| JJJ Advisors Inc. | 327 | $49.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 339 | $49.0K | 0.00% | +339 | New |
| Tortoise Investment Management, LLC | 351 | $51.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $53.0K | 0.00% | −12−3.2% | Reduced |
| Newfound Research LLC | 414 | $60.0K | 0.15% | −302−42.2% | Reduced |
| Harding Loevner LP | 419 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 464 | $66.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 490 | $70.5K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 499 | $72.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 507 | $73.0K | 0.01% | +6+1.2% | Added |
| Macquarie Group Ltd | 544 | $79.0K | 0.00% | −10−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 566 | $81.0K | 0.00% | +33+6.2% | Added |
| Ossiam | 564 | $81.0K | 0.00% | +564 | New |
| Covestor Ltd | 604 | $87.0K | 0.08% | +512+556.5% | Added |
| Whittier Trust Co of Nevada Inc | 650 | $94.0K | 0.00% | +650 | New |
| Harbor Investment Advisory, LLC | 680 | $98.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 679 | $98.0K | 0.00% | +155+29.6% | Added |
| American International Group, Inc. | 690 | $99.0K | 0.00% | +2+0.3% | Added |
| GHP Investment Advisors, Inc. | 790 | $114.0K | 0.01% | +1+0.1% | Added |
| CWM, LLC | 812 | $117.0K | 0.00% | −25−3.0% | Reduced |
| Center for Financial Planning, Inc. | 821 | $118.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 950 | $137.0K | 0.00% | −417−30.5% | Reduced |
| Benjamin Edwards Inc | 965 | $139.0K | 0.04% | −8−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $144.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,027 | $148.0K | 0.01% | +13+1.3% | Added |
| Centaurus Financial, Inc. | 1,057 | $152.0K | 0.01% | −80−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,061 | $153.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,236 | $178.0K | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,255 | $181.0K | 0.01% | −130−9.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $186.0K | 0.11% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,346 | $194.0K | 0.00% | −20,875−93.9% | Reduced |
| MAI Capital Management | 1,399 | $201.0K | 0.00% | +1,399 | New |
| American Portfolios Advisors | 1,405 | $202.3K | 0.01% | −41−2.8% | Reduced |
| King Luther Capital Management Corp | 1,415 | $204.0K | 0.00% | +1,415 | New |
| TrinityPoint Wealth, LLC | 1,442 | $208.0K | 0.05% | +1,442 | New |
| Symmetry Partners, LLC | 1,449 | $209.0K | 0.01% | +1,449 | New |
| Astoria Portfolio Advisors LLC. | 1,450 | $209.0K | 0.14% | +1,450 | New |