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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 459 institutions
Q1 2021: 427 institutionsQ2 2021: 424 institutionsQ3 2021: 401 institutionsQ4 2021: 415 institutionsQ1 2022: 435 institutionsQ2 2022: 419 institutionsQ3 2022: 438 institutionsQ4 2022: 451 institutionsQ1 2023: 459 institutionsQ2 2023: 475 institutionsQ3 2023: 468 institutionsQ4 2023: 498 institutionsQ1 2024: 518 institutionsQ2 2024: 551 institutionsQ3 2024: 587 institutionsQ4 2024: 608 institutionsQ1 2025: 640 institutionsQ2 2025: 706 institutionsQ3 2025: 715 institutionsQ4 2025: 757 institutionsQ1 2026: 739 institutionsQ2 2026: 777 institutions
Value heldQ1 2023: $6.54B
Q1 2021: $4.34BQ2 2021: $4.83BQ3 2021: $4.64BQ4 2021: $5.22BQ1 2022: $5.81BQ2 2022: $4.85BQ3 2022: $5.35BQ4 2022: $5.81BQ1 2023: $6.54BQ2 2023: $6.74BQ3 2023: $6.11BQ4 2023: $6.73BQ1 2024: $7.29BQ2 2024: $8.69BQ3 2024: $9.84BQ4 2024: $9.32BQ1 2025: $10.3BQ2 2025: $12.8BQ3 2025: $12.5BQ4 2025: $12.9BQ1 2026: $11.0BQ2 2026: $15.4B
Institutions holding HEI and their total value by quarter
QuarterHoldersValue
Q2 2026777$15.4B
Q1 2026739$11.0B
Q4 2025757$12.9B
Q3 2025715$12.5B
Q2 2025706$12.8B
Q1 2025640$10.3B
Q4 2024608$9.32B
Q3 2024587$9.84B
Q2 2024551$8.69B
Q1 2024518$7.29B
Q4 2023498$6.73B
Q3 2023468$6.11B
Q2 2023475$6.74B
Q1 2023459$6.54B
Q4 2022451$5.81B
Q3 2022438$5.35B
Q2 2022419$4.85B
Q1 2022435$5.81B
Q4 2021415$5.22B
Q3 2021401$4.64B
Q2 2021424$4.83B
Q1 2021427$4.34B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2022.

Institutions holding HEI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Twin Tree Management, LP1,065$182.2K0.01%+1,065New
HighMark Wealth Management LLC1,086$185.7K0.14%+1,086New
Venturi Wealth Management, LLC1,116$190.9K0.02%+1,116New
Exchange Traded Concepts, LLC1,123$192.1K0.01%+1,123New
Old National Bancorp1,190$203.5K0.01%−169−12.4%Reduced
TrinityPoint Wealth, LLC1,191$203.7K0.04%−228−16.1%Reduced
Exencial Wealth Advisors, LLC1,206$206.3K0.01%+1,206New
Stephens Inc1,213$207.5K0.00%+1,213New
Arthur M. Cohen & Associates, LLC1,220$208.7K0.06%+1,220New
Halbert Hargrove Global Advisors, LLC1,222$208.9K0.01%+1,222New
Endurance Wealth Management, Inc.1,236$211.0K0.03%00.0%Unchanged
Montag A & Associates Inc1,238$211.7K0.01%−387−23.8%Reduced
Powell Investment Advisors, LLC1,239$211.9K0.12%+1,239New
Manufacturers Life Insurance Company, The1,275$218.1K0.00%+1,275New
Duality Advisers, LP1,291$220.8K0.02%−7,147−84.7%Reduced
Mark Sheptoff Financial Planning, LLC1,295$221.5K0.13%00.0%Unchanged
XTX Topco Ltd1,332$227.8K0.05%−2,065−60.8%Reduced
Benjamin Edwards Inc1,334$228.0K0.06%+175+15.1%Added
Calamos Wealth Management LLC1,360$232.6K0.02%00.0%Unchanged
Greenleaf Trust1,367$233.8K0.00%+17+1.3%Added
Picton Mahoney Asset Management1,370$234.0K0.01%+60+4.6%Added
BI Asset Management Fondsmaeglerselskab A/S1,372$235.0K0.01%−12−0.9%Reduced
Fidelis Capital Partners, LLC1,391$236.6K0.10%+22+1.6%Added
Personal Cfo Solutions, LLC1,386$237.1K0.05%+54+4.1%Added
Echo Street Capital Management LLC1,390$237.7K0.00%−874−38.6%Reduced
World Equity Group, Inc.8,599$239.0K0.04%+8,599New
Ensign Peak Advisors, Inc1,400$239.5K0.00%00.0%Unchanged
King Luther Capital Management Corp1,415$242.0K0.00%00.0%Unchanged
MAI Capital Management1,416$242.1K0.00%+17+1.2%Added
Integrated Wealth Concepts LLC1,433$245.0K0.01%+1,433New
Symmetry Partners, LLC1,449$248.0K0.01%00.0%Unchanged
Synovus Financial Corp1,500$256.6K0.00%00.0%Unchanged
Wealthcare Advisory Partners LLC1,502$256.8K0.01%+37+2.5%Added
Oppenheimer & Co Inc1,537$262.9K0.01%−711−31.6%Reduced
Valeo Financial Advisors, LLC1,546$264.4K0.01%00.0%Unchanged
Astoria Portfolio Advisors LLC.1,620$273.5K0.12%+170+11.7%Added
Qsemble Capital Management, LP1,600$273.7K0.18%+1,600New
Parkside Financial Bank & Trust1,603$274.2K0.07%00.0%Unchanged
Rehmann Capital Advisory Group1,625$277.9K0.03%−22−1.3%Reduced
Forte Capital LLC1,665$284.8K0.04%00.0%Unchanged
Anchor Investment Management, LLC1,687$288.5K0.04%−40−2.3%Reduced
Mutual Advisors, LLC1,714$293.2K0.01%−51−2.9%Reduced
O'Shaughnessy Asset Management, LLC1,721$294.4K0.00%+50+3.0%Added
FineMark National Bank & Trust1,748$299.0K0.01%+13+0.7%Added
Virtus Investment Advisers, Inc.1,788$305.8K0.21%−61−3.3%Reduced
Cambridge Investment Research Advisors, Inc.1,795$307.0K0.00%+237+15.2%Added
Oliver Lagore Vanvalin Investment Group1,800$307.9K0.14%00.0%Unchanged
Savant Capital, LLC1,825$312.1K0.01%+16+0.9%Added
Glenmede Trust Co NA1,838$314.4K0.00%−18−1.0%Reduced
Csenge Advisory Group1,876$320.9K0.02%−103−5.2%Reduced
RKL Wealth Management LLC1,943$332.3K0.04%+2+0.1%Added
GM Advisory Group, Inc.1,983$339.2K0.03%00.0%Unchanged
Wendell David Associates Inc1,985$340.0K0.04%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,998$342.0K0.01%+46+2.4%Added
Carlson Capital Management2,005$342.9K0.02%−6−0.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,036$348.2K0.00%−1,207−37.2%Reduced
Advisory Services Network, LLC2,063$352.9K0.01%−185−8.2%Reduced
Integrated Investment Consultants, LLC2,064$353.0K0.11%00.0%Unchanged
Connecticut Wealth Management, LLC2,066$353.4K0.03%00.0%Unchanged
CWM Advisors, LLC2,191$374.7K0.05%−51−2.3%Reduced
Prudential Financial Inc2,818$375.6K0.00%−31,971−91.9%Reduced
LJI Wealth Management, LLC2,342$400.6K0.13%00.0%Unchanged
Bank of Nova Scotia2,362$404.0K0.00%−441−15.7%Reduced
Buckingham Capital Management, Inc.2,382$407.4K0.07%00.0%Unchanged
Wealthfront Advisers LLC2,431$415.8K0.00%−199−7.6%Reduced
Bradley Foster & Sargent Inc2,500$427.6K0.01%00.0%Unchanged
Bridgefront Capital, LLC2,507$428.8K0.26%+2,507New
Daiwa Securities Group Inc.2,535$434.0K0.00%+100+4.1%Added
Voloridge Investment Management, LLC2,548$435.8K0.00%−26,640−91.3%Reduced
Ieq Capital, LLC2,560$437.8K0.01%+20+0.8%Added
Commerce Bank2,584$442.0K0.00%+233+9.9%Added
Point72 Middle East FZE2,591$443.2K0.03%−2,555−49.7%Reduced
MetLife Investment Management2,611$446.6K0.00%+6+0.2%Added
Caxton Associates LP2,616$447.4K0.07%00.0%Unchanged
Twinbeech Capital LP2,684$459.1K0.01%+2,684New
Wedbush Securities Inc2,688$460.0K0.02%00.0%Unchanged
Campbell & CO Investment Adviser LLC2,744$469.3K0.09%+2,744New
SG Americas Securities, LLC2,760$472.0K0.01%+395+16.7%Added
Winton Group Ltd2,788$476.9K0.03%+2,788New
Spouting Rock Asset Management, LLC2,887$493.8K0.17%00.0%Unchanged
Hengehold Capital Management LLC2,926$500.5K0.07%00.0%Unchanged
Crescent Grove Advisors, LLC3,000$513.1K0.06%00.0%Unchanged
TD Asset Management Inc3,000$513.1K0.00%+96+3.3%Added
MQS Management LLC3,000$513.1K0.33%+3,000New
Qtron Investments LLC3,003$513.6K0.11%+503+20.1%Added
Assenagon Asset Management S.A.3,018$516.2K0.00%+3,018New
Bahl & Gaynor Inc3,073$525.6K0.00%−182−5.6%Reduced
Thoroughbred Financial Services, LLC3,105$531.0K0.08%00.0%Unchanged
Assetmark, Inc3,124$534.3K0.00%−42−1.3%Reduced
Barrett & Company, Inc.3,133$535.9K0.34%+1,211+63.0%Added
Diamant Asset Management, Inc.3,206$548.4K0.45%00.0%Unchanged
Guggenheim Capital LLC3,219$550.6K0.00%−10−0.3%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd3,222$551.1K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,239$554.0K0.00%+2,635+436.3%Added
M&T Bank Corp3,255$557.2K0.00%−17−0.5%Reduced
Erste Asset Management GmbH3,400$576.7K0.01%00.0%Unchanged
FDx Advisors, Inc.3,754$577.0K0.03%00.0%Unchanged
Robeco Institutional Asset Management B.V.3,409$583.1K0.00%+330+10.7%Added
Sepio Capital, LP3,462$592.2K0.05%−54−1.5%Reduced
Ironwood Investment Counsel, LLC3,496$598.0K0.14%00.0%Unchanged