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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 2,242 | $344.5K | 0.04% | +207+10.2% | Added |
| Motley Fool Asset Management LLC | 2,160 | $331.9K | 0.04% | −207−8.7% | Reduced |
| Axq Capital, LP | 2,108 | $323.9K | 0.23% | +2,108 | New |
| Connecticut Wealth Management, LLC | 2,066 | $317.4K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,064 | $317.1K | 0.11% | 00.0% | Unchanged |
| Carlson Capital Management | 2,011 | $309.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,985 | $305.0K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,984 | $304.8K | 0.01% | −393−16.5% | Reduced |
| GM Advisory Group, Inc. | 1,983 | $304.7K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,979 | $304.1K | 0.02% | +138+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,952 | $300.0K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,941 | $298.3K | 0.04% | −1−0.1% | Reduced |
| Barrett & Company, Inc. | 1,922 | $295.3K | 0.20% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,905 | $292.7K | 0.18% | +1+0.1% | Added |
| Glenmede Trust Co NA | 1,856 | $285.2K | 0.00% | −738−28.5% | Reduced |
| Virtus Investment Advisers, Inc. | 1,849 | $284.1K | 0.19% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,848 | $283.9K | 0.02% | −1,096−37.2% | Reduced |
| Centiva Capital, LP | 1,839 | $282.5K | 0.02% | +1,839 | New |
| Savant Capital, LLC | 1,809 | $277.9K | 0.01% | +36+2.0% | Added |
| Private Advisor Group, LLC | 13,455 | $277.9K | 0.01% | −496−3.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,800 | $276.6K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,765 | $271.2K | 0.01% | −104−5.6% | Reduced |
| FineMark National Bank & Trust | 1,735 | $266.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,727 | $265.3K | 0.04% | −325−15.8% | Reduced |
| Brooktree Capital Management | 1,694 | $260.3K | 0.21% | −5,528−76.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,671 | $256.7K | 0.00% | −14−0.8% | Reduced |
| Forte Capital LLC | 1,665 | $255.8K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,676 | $254.0K | 0.01% | −251−8.6% | Reduced |
| Rehmann Capital Advisory Group | 1,647 | $253.0K | 0.03% | −7−0.4% | Reduced |
| Montag A & Associates Inc | 1,625 | $249.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,603 | $246.3K | 0.07% | +15+0.9% | Added |
| Redwood Investments, LLC | 1,598 | $245.5K | 0.03% | −88−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,558 | $239.0K | 0.00% | −12−0.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,450 | $238.8K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,546 | $237.5K | 0.01% | +1,546 | New |
| Synovus Financial Corp | 1,500 | $230.5K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,465 | $225.1K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,449 | $223.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,419 | $218.0K | 0.05% | −23−1.6% | Reduced |
| King Luther Capital Management Corp | 1,415 | $217.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $215.1K | 0.00% | −6,530−82.3% | Reduced |
| MAI Capital Management | 1,399 | $214.9K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,369 | $213.2K | 0.25% | +1,369 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,384 | $213.0K | 0.01% | +1,384 | New |
| Old National Bancorp | 1,359 | $209.0K | 0.01% | +1,359 | New |
| Calamos Wealth Management LLC | 1,360 | $208.9K | 0.02% | +1,360 | New |
| Greenleaf Trust | 1,350 | $207.0K | 0.00% | +1,350 | New |
| Canada Pension Plan Investment Board | 1,346 | $206.8K | 0.00% | 00.0% | Unchanged |
| Fort, L.P. | 1,340 | $205.9K | 0.31% | −311−18.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,332 | $204.6K | 0.04% | +1,332 | New |
| Picton Mahoney Asset Management | 1,310 | $201.0K | 0.01% | +55+4.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $199.0K | 0.12% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,236 | $190.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,159 | $178.0K | 0.05% | +194+20.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,061 | $163.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,057 | $162.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $159.0K | 0.01% | +7+0.7% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 821 | $126.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 806 | $123.8K | 0.00% | +127+18.7% | Added |
| GHP Investment Advisors, Inc. | 790 | $121.3K | 0.01% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 724 | $111.2K | 0.00% | −67,638−98.9% | Reduced |
| CWM, LLC | 717 | $110.0K | 0.00% | −95−11.7% | Reduced |
| Seeyond | 675 | $103.7K | 0.01% | −4,170−86.1% | Reduced |
| American International Group, Inc. | 674 | $103.6K | 0.00% | −16−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 604 | $92.8K | 0.00% | +38+6.7% | Added |
| Ossiam | 564 | $86.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 544 | $83.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 513 | $78.8K | 0.01% | +6+1.2% | Added |
| Ci Investments Inc. | 487 | $75.0K | 0.00% | +315+183.1% | Added |
| Covestor Ltd | 484 | $74.0K | 0.06% | −120−19.9% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $73.7K | 0.01% | −200−29.4% | Reduced |
| TD Private Client Wealth LLC | 439 | $67.4K | 0.00% | −51−10.4% | Reduced |
| Park Place Capital Corp | 425 | $65.0K | 0.02% | +425 | New |
| Cornerstone Planning Group LLC | 383 | $61.5K | 0.03% | +383 | New |
| Johnson Financial Group, Inc. | 365 | $56.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 336 | $55.0K | 0.02% | +9+2.8% | Added |
| Spire Wealth Management | 359 | $55.0K | 0.00% | +115+47.1% | Added |
| Tortoise Investment Management, LLC | 351 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 312 | $47.9K | 0.00% | −21−6.3% | Reduced |
| Allworth Financial LP | 265 | $40.7K | 0.00% | +9+3.5% | Added |
| TFC Financial Management | 264 | $40.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 254 | $39.1K | 0.00% | +254 | New |
| Massmutual Trust Co FSB | 244 | $37.0K | 0.00% | +203+495.1% | Added |
| Parallel Advisors, LLC | 228 | $35.1K | 0.00% | −8−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 215 | $33.0K | 0.01% | +200+1,333.3% | Added |
| First Manhattan Co | 214 | $32.9K | 0.00% | −250−53.9% | Reduced |
| Altshuler Shaham Ltd | 213 | $32.7K | 0.00% | −32−13.1% | Reduced |
| Fifth Third Bancorp | 203 | $31.2K | 0.00% | −42−17.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 192 | $29.5K | 0.00% | +1+0.5% | Added |
| Quadrant Capital Group LLC | 177 | $27.2K | 0.00% | −37−17.3% | Reduced |
| Simplex Trading, LLC | 175 | $26.0K | 0.00% | +156+821.1% | Added |
| Colonial Trust Co | 160 | $24.6K | 0.01% | +160 | New |
| GWM Advisors LLC | 241 | $22.4K | 0.00% | +241 | New |
| Truvestments Capital LLC | 145 | $22.3K | 0.01% | +145 | New |
| Versant Capital Management, Inc | 137 | $21.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 130 | $20.0K | 0.00% | +130 | New |