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, Q1 2023
Institutional positions in Heico Corp as of Mar 31, 2023. 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
- 459
- +13 vs. Q4 2022
- Shares held
- 38.2M
- +398.9K (+1.1%) vs. Q4 2022
- Total value
- $6.54B
- +$725.8M (+12.5%) vs. Q4 2022
- New holders
- 53
- 134 more added
- Sold out
- 40
- 165 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $342 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $513 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $684 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $855 | 0.00% | −68−93.2% | Reduced |
| CVA Family Office, LLC | 5 | $855 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $856 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.00K | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 6 | $1.03K | 0.00% | +2+50.0% | Added |
| Longfellow Investment Management Co LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $1.20K | 0.00% | +7 | New |
| Baystate Wealth Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 11 | $1.88K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 11 | $1.88K | 0.00% | −2−15.4% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $2.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $2.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $2.91K | 0.00% | −6−26.1% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $2.91K | 0.00% | +1+6.3% | Added |
| Capital Advisors, Ltd. LLC | 20 | $3.00K | 0.00% | +6+42.9% | Added |
| Glassman Wealth Services | 19 | $3.25K | 0.00% | +3+18.8% | Added |
| Ellevest, Inc. | 19 | $3.25K | 0.00% | +10+111.1% | Added |
| Raffa Wealth Management, LLC | 28 | $4.79K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $5.02K | 0.00% | −2,622−98.0% | Reduced |
| Armstrong Advisory Group, Inc | 35 | $5.99K | 0.00% | +35 | New |
| JNBA Financial Advisors | 39 | $6.67K | 0.00% | +39 | New |
| West Branch Capital LLC | 40 | $6.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $6.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $7.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $7.70K | 0.00% | +45 | New |
| Morgan Dempsey Capital Management LLC | 47 | $8.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $8.38K | 0.00% | −12−19.7% | Reduced |
| Red Tortoise LLC | 49 | $8.38K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.55K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $9.58K | 0.00% | −2−3.4% | Reduced |
| TCI Wealth Advisors, Inc. | 57 | $9.75K | 0.00% | +2+3.6% | Added |
| Global Financial Private Client, LLC | 57 | $9.82K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $10.1K | 0.00% | +3+5.4% | Added |
| TD Waterhouse Canada Inc. | 74 | $12.7K | 0.00% | +11+17.5% | Added |
| Bokf, NA | 80 | $13.7K | 0.00% | +80 | New |
| Umb Bank N A | 89 | $15.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $16.3K | 0.00% | −146−60.6% | Reduced |
| Riverview Trust Co | 98 | $16.8K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $16.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $17.6K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $18.8K | 0.01% | +110 | New |
| Private Trust Co NA | 129 | $22.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 137 | $24.0K | 0.00% | +35+34.3% | Added |
| Truvestments Capital LLC | 145 | $24.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $27.2K | 0.00% | −18−10.2% | Reduced |
| Colonial Trust Co | 160 | $27.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 164 | $28.1K | 0.00% | +29+21.5% | Added |
| Altshuler Shaham Ltd | 175 | $29.9K | 0.00% | −38−17.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $33.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 197 | $33.7K | 0.00% | +5+2.6% | Added |
| First Manhattan Co | 214 | $36.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 215 | $36.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 221 | $37.8K | 0.00% | +18+8.9% | Added |
| Parallel Advisors, LLC | 229 | $39.3K | 0.00% | +1+0.4% | Added |
| Headlands Technologies LLC | 249 | $42.6K | 0.03% | +249 | New |
| TFC Financial Management | 264 | $45.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 269 | $46.0K | 0.00% | +4+1.5% | Added |
| First Horizon Advisors, Inc. | 282 | $48.2K | 0.00% | −30−9.6% | Reduced |
| Belpointe Asset Management LLC | 294 | $50.3K | 0.00% | +40+15.7% | Added |
| Ostrum Asset Management | 310 | $53.0K | 0.00% | +310 | New |
| Machina Capital S.A.S. | 328 | $56.1K | 0.05% | +328 | New |
| Tortoise Investment Management, LLC | 351 | $60.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 359 | $60.4K | 0.02% | +23+6.8% | Added |
| Spire Wealth Management | 359 | $61.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 364 | $62.3K | 0.00% | +120+49.2% | Added |
| Johnson Financial Group, Inc. | 365 | $62.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 425 | $72.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 481 | $82.0K | 0.00% | −6−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $82.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 504 | $86.2K | 0.00% | +65+14.8% | Added |
| Plante Moran Financial Advisors, LLC | 514 | $87.9K | 0.01% | +1+0.2% | Added |
| Covestor Ltd | 526 | $90.0K | 0.08% | +42+8.7% | Added |
| Macquarie Group Ltd | 544 | $93.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 643 | $109.3K | 0.02% | +643 | New |
| American International Group, Inc. | 656 | $112.2K | 0.00% | −18−2.7% | Reduced |
| USA Financial Portformulas Corp | 695 | $118.9K | 0.19% | +695 | New |
| CWM, LLC | 713 | $122.0K | 0.00% | −4−0.6% | Reduced |
| Ossiam | 715 | $122.3K | 0.00% | +151+26.8% | Added |
| Center for Financial Planning, Inc. | 733 | $125.4K | 0.03% | −88−10.7% | Reduced |
| WCM Investment Management, LLC | 736 | $125.9K | 0.00% | +12+1.7% | Added |
| Allianz Asset Management GmbH | 790 | $135.1K | 0.00% | −2,893−78.6% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $135.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 795 | $136.0K | 0.00% | −3,012−79.1% | Reduced |
| Osterweis Capital Management Inc | 801 | $137.0K | 0.01% | +801 | New |
| Signaturefd, LLC | 834 | $142.6K | 0.00% | +28+3.5% | Added |
| Hantz Financial Services, Inc. | 915 | $157.0K | 0.00% | +785+603.8% | Added |
| Centaurus Financial, Inc. | 997 | $171.0K | 0.01% | −60−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $171.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $177.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,061 | $181.5K | 0.00% | 00.0% | Unchanged |