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 2022
Institutional positions in Heico Corp as of Dec 31, 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
- 451
- +23 vs. Q3 2022
- Shares held
- 37.8M
- +908.2K (+2.5%) vs. Q3 2022
- Total value
- $5.81B
- +$496.9M (+9.3%) vs. Q3 2022
- New holders
- 60
- 148 more added
- Sold out
- 37
- 152 more reduced
10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 154 | $77 | 0.00% | +154 | New |
| True Wealth Design, LLC | 1 | $154 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 2 | $307 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $307 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 3 | $461 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 4 | $615 | 0.00% | −2−33.3% | Reduced |
| AdvisorNet Financial, Inc | 4 | $615 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $615 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $768 | 0.00% | +2+66.7% | Added |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.38K | 0.00% | −34−79.1% | Reduced |
| Ellevest, Inc. | 9 | $1.38K | 0.00% | −24−72.7% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $1.84K | 0.00% | −1−7.7% | Reduced |
| Harvest Group Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $2.00K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 16 | $2.46K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $2.46K | 0.00% | +5+45.5% | Added |
| Accurate Wealth Management, LLC | 16 | $2.52K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 23 | $3.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $4.61K | 0.01% | +30 | New |
| Comerica Securities,inc. | 31 | $4.76K | 0.00% | +31 | New |
| Money Concepts Capital Corp | 32 | $4.92K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $6.15K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $6.15K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $6.15K | 0.00% | +3+8.1% | Added |
| Harbour Investments, Inc. | 41 | $6.30K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $7.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $7.53K | 0.01% | +49 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $7.68K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $8.45K | 0.00% | −10−15.4% | Reduced |
| Bell Investment Advisors, Inc | 56 | $8.60K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $8.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 58 | $8.91K | 0.00% | −592−91.1% | Reduced |
| Harvest Fund Management Co., Ltd | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 61 | $9.37K | 0.00% | +12+24.5% | Added |
| TD Waterhouse Canada Inc. | 63 | $9.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $11.2K | 0.00% | +73 | New |
| Umb Bank N A | 89 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $15.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $15.2K | 0.00% | −58−36.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 103 | $15.8K | 0.00% | +84+442.1% | Added |
| Tower Research Capital LLC (TRC) | 102 | $16.0K | 0.00% | −848−89.3% | Reduced |
| MRP Capital Investments, LLC | 108 | $16.5K | 0.02% | +108 | New |
| Private Trust Co NA | 129 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 130 | $20.0K | 0.00% | +130 | New |
| Whittier Trust Co | 135 | $20.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $21.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $22.3K | 0.01% | +145 | New |
| GWM Advisors LLC | 241 | $22.4K | 0.00% | +241 | New |
| Colonial Trust Co | 160 | $24.6K | 0.01% | +160 | New |
| Simplex Trading, LLC | 175 | $26.0K | 0.00% | +156+821.1% | Added |
| Quadrant Capital Group LLC | 177 | $27.2K | 0.00% | −37−17.3% | Reduced |
| Huntington National Bank | 192 | $29.5K | 0.00% | +1+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 203 | $31.2K | 0.00% | −42−17.1% | Reduced |
| Altshuler Shaham Ltd | 213 | $32.7K | 0.00% | −32−13.1% | Reduced |
| First Manhattan Co | 214 | $32.9K | 0.00% | −250−53.9% | Reduced |
| EverSource Wealth Advisors, LLC | 215 | $33.0K | 0.01% | +200+1,333.3% | Added |
| Parallel Advisors, LLC | 228 | $35.1K | 0.00% | −8−3.4% | Reduced |
| Massmutual Trust Co FSB | 244 | $37.0K | 0.00% | +203+495.1% | Added |
| Belpointe Asset Management LLC | 254 | $39.1K | 0.00% | +254 | New |
| TFC Financial Management | 264 | $40.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 265 | $40.7K | 0.00% | +9+3.5% | Added |
| First Horizon Advisors, Inc. | 312 | $47.9K | 0.00% | −21−6.3% | Reduced |
| Tortoise Investment Management, LLC | 351 | $54.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 359 | $55.0K | 0.00% | +115+47.1% | Added |
| JJJ Advisors Inc. | 336 | $55.0K | 0.02% | +9+2.8% | Added |
| Johnson Financial Group, Inc. | 365 | $56.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 383 | $61.5K | 0.03% | +383 | New |
| Park Place Capital Corp | 425 | $65.0K | 0.02% | +425 | New |
| TD Private Client Wealth LLC | 439 | $67.4K | 0.00% | −51−10.4% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $73.7K | 0.01% | −200−29.4% | Reduced |
| Covestor Ltd | 484 | $74.0K | 0.06% | −120−19.9% | Reduced |
| Ci Investments Inc. | 487 | $75.0K | 0.00% | +315+183.1% | Added |
| Plante Moran Financial Advisors, LLC | 513 | $78.8K | 0.01% | +6+1.2% | Added |
| Macquarie Group Ltd | 544 | $83.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 564 | $86.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 604 | $92.8K | 0.00% | +38+6.7% | Added |
| American International Group, Inc. | 674 | $103.6K | 0.00% | −16−2.3% | Reduced |
| Seeyond | 675 | $103.7K | 0.01% | −4,170−86.1% | Reduced |
| CWM, LLC | 717 | $110.0K | 0.00% | −95−11.7% | Reduced |
| WCM Investment Management, LLC | 724 | $111.2K | 0.00% | −67,638−98.9% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $121.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 806 | $123.8K | 0.00% | +127+18.7% | Added |
| Center for Financial Planning, Inc. | 821 | $126.1K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $159.0K | 0.01% | +7+0.7% | Added |
| Centaurus Financial, Inc. | 1,057 | $162.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,061 | $163.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,159 | $178.0K | 0.05% | +194+20.1% | Added |
| Endurance Wealth Management, Inc. | 1,236 | $190.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $199.0K | 0.12% | 00.0% | Unchanged |