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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 2,066 | $353.4K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,064 | $353.0K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,063 | $352.9K | 0.01% | −185−8.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,036 | $348.2K | 0.00% | −1,207−37.2% | Reduced |
| Carlson Capital Management | 2,005 | $342.9K | 0.02% | −6−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,998 | $342.0K | 0.01% | +46+2.4% | Added |
| Wendell David Associates Inc | 1,985 | $340.0K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,983 | $339.2K | 0.03% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,943 | $332.3K | 0.04% | +2+0.1% | Added |
| Csenge Advisory Group | 1,876 | $320.9K | 0.02% | −103−5.2% | Reduced |
| Glenmede Trust Co NA | 1,838 | $314.4K | 0.00% | −18−1.0% | Reduced |
| Savant Capital, LLC | 1,825 | $312.1K | 0.01% | +16+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,800 | $307.9K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,795 | $307.0K | 0.00% | +237+15.2% | Added |
| Virtus Investment Advisers, Inc. | 1,788 | $305.8K | 0.21% | −61−3.3% | Reduced |
| FineMark National Bank & Trust | 1,748 | $299.0K | 0.01% | +13+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,721 | $294.4K | 0.00% | +50+3.0% | Added |
| Mutual Advisors, LLC | 1,714 | $293.2K | 0.01% | −51−2.9% | Reduced |
| Anchor Investment Management, LLC | 1,687 | $288.5K | 0.04% | −40−2.3% | Reduced |
| Forte Capital LLC | 1,665 | $284.8K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,625 | $277.9K | 0.03% | −22−1.3% | Reduced |
| Parkside Financial Bank & Trust | 1,603 | $274.2K | 0.07% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,600 | $273.7K | 0.18% | +1,600 | New |
| Astoria Portfolio Advisors LLC. | 1,620 | $273.5K | 0.12% | +170+11.7% | Added |
| Valeo Financial Advisors, LLC | 1,546 | $264.4K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,537 | $262.9K | 0.01% | −711−31.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,502 | $256.8K | 0.01% | +37+2.5% | Added |
| Synovus Financial Corp | 1,500 | $256.6K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,449 | $248.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,433 | $245.0K | 0.01% | +1,433 | New |
| MAI Capital Management | 1,416 | $242.1K | 0.00% | +17+1.2% | Added |
| King Luther Capital Management Corp | 1,415 | $242.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $239.5K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 8,599 | $239.0K | 0.04% | +8,599 | New |
| Echo Street Capital Management LLC | 1,390 | $237.7K | 0.00% | −874−38.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,386 | $237.1K | 0.05% | +54+4.1% | Added |
| Fidelis Capital Partners, LLC | 1,391 | $236.6K | 0.10% | +22+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,372 | $235.0K | 0.01% | −12−0.9% | Reduced |
| Picton Mahoney Asset Management | 1,370 | $234.0K | 0.01% | +60+4.6% | Added |
| Greenleaf Trust | 1,367 | $233.8K | 0.00% | +17+1.3% | Added |
| Calamos Wealth Management LLC | 1,360 | $232.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,334 | $228.0K | 0.06% | +175+15.1% | Added |
| XTX Topco Ltd | 1,332 | $227.8K | 0.05% | −2,065−60.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $221.5K | 0.13% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,291 | $220.8K | 0.02% | −7,147−84.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,275 | $218.1K | 0.00% | +1,275 | New |
| Powell Investment Advisors, LLC | 1,239 | $211.9K | 0.12% | +1,239 | New |
| Montag A & Associates Inc | 1,238 | $211.7K | 0.01% | −387−23.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,236 | $211.0K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,222 | $208.9K | 0.01% | +1,222 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $208.7K | 0.06% | +1,220 | New |
| Stephens Inc | 1,213 | $207.5K | 0.00% | +1,213 | New |
| Exencial Wealth Advisors, LLC | 1,206 | $206.3K | 0.01% | +1,206 | New |
| TrinityPoint Wealth, LLC | 1,191 | $203.7K | 0.04% | −228−16.1% | Reduced |
| Old National Bancorp | 1,190 | $203.5K | 0.01% | −169−12.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,123 | $192.1K | 0.01% | +1,123 | New |
| Venturi Wealth Management, LLC | 1,116 | $190.9K | 0.02% | +1,116 | New |
| HighMark Wealth Management LLC | 1,086 | $185.7K | 0.14% | +1,086 | New |
| Twin Tree Management, LP | 1,065 | $182.2K | 0.01% | +1,065 | New |
| Cullen/Frost Bankers, Inc. | 1,061 | $181.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $177.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hantz Financial Services, Inc. | 915 | $157.0K | 0.00% | +785+603.8% | Added |
| Signaturefd, LLC | 834 | $142.6K | 0.00% | +28+3.5% | Added |
| Osterweis Capital Management Inc | 801 | $137.0K | 0.01% | +801 | New |
| Federation des caisses Desjardins du Quebec | 795 | $136.0K | 0.00% | −3,012−79.1% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $135.1K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 790 | $135.1K | 0.00% | −2,893−78.6% | Reduced |
| WCM Investment Management, LLC | 736 | $125.9K | 0.00% | +12+1.7% | Added |
| Center for Financial Planning, Inc. | 733 | $125.4K | 0.03% | −88−10.7% | Reduced |
| Ossiam | 715 | $122.3K | 0.00% | +151+26.8% | Added |
| CWM, LLC | 713 | $122.0K | 0.00% | −4−0.6% | Reduced |
| USA Financial Portformulas Corp | 695 | $118.9K | 0.19% | +695 | New |
| American International Group, Inc. | 656 | $112.2K | 0.00% | −18−2.7% | Reduced |
| Sunbelt Securities, Inc. | 643 | $109.3K | 0.02% | +643 | New |
| Macquarie Group Ltd | 544 | $93.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 526 | $90.0K | 0.08% | +42+8.7% | Added |
| Plante Moran Financial Advisors, LLC | 514 | $87.9K | 0.01% | +1+0.2% | Added |
| TD Private Client Wealth LLC | 504 | $86.2K | 0.00% | +65+14.8% | Added |
| Harbor Investment Advisory, LLC | 480 | $82.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 481 | $82.0K | 0.00% | −6−1.2% | Reduced |
| Park Place Capital Corp | 425 | $72.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $62.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 364 | $62.3K | 0.00% | +120+49.2% | Added |
| Spire Wealth Management | 359 | $61.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 359 | $60.4K | 0.02% | +23+6.8% | Added |
| Tortoise Investment Management, LLC | 351 | $60.1K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 328 | $56.1K | 0.05% | +328 | New |
| Ostrum Asset Management | 310 | $53.0K | 0.00% | +310 | New |
| Belpointe Asset Management LLC | 294 | $50.3K | 0.00% | +40+15.7% | Added |
| First Horizon Advisors, Inc. | 282 | $48.2K | 0.00% | −30−9.6% | Reduced |
| Allworth Financial LP | 269 | $46.0K | 0.00% | +4+1.5% | Added |
| TFC Financial Management | 264 | $45.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 249 | $42.6K | 0.03% | +249 | New |
| Parallel Advisors, LLC | 229 | $39.3K | 0.00% | +1+0.4% | Added |
| Fifth Third Bancorp | 221 | $37.8K | 0.00% | +18+8.9% | Added |
| EverSource Wealth Advisors, LLC | 215 | $36.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 214 | $36.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 197 | $33.7K | 0.00% | +5+2.6% | Added |