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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 195 | $33.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 175 | $29.9K | 0.00% | −38−17.8% | Reduced |
| Whittier Trust Co | 164 | $28.1K | 0.00% | +29+21.5% | Added |
| Colonial Trust Co | 160 | $27.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $27.2K | 0.00% | −18−10.2% | Reduced |
| Truvestments Capital LLC | 145 | $24.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 137 | $24.0K | 0.00% | +35+34.3% | Added |
| Versant Capital Management, Inc | 137 | $23.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $22.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $18.8K | 0.01% | +110 | New |
| Steward Partners Investment Advisory, LLC | 103 | $17.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $16.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $16.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $16.3K | 0.00% | −146−60.6% | Reduced |
| Umb Bank N A | 89 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 80 | $13.7K | 0.00% | +80 | New |
| TD Waterhouse Canada Inc. | 74 | $12.7K | 0.00% | +11+17.5% | Added |
| Bell Investment Advisors, Inc | 59 | $10.1K | 0.00% | +3+5.4% | Added |
| Harvest Fund Management Co., Ltd | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $9.82K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 57 | $9.75K | 0.00% | +2+3.6% | Added |
| Whittier Trust Co of Nevada Inc | 56 | $9.58K | 0.00% | −2−3.4% | Reduced |
| Tradition Wealth Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.55K | 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 |
| Morgan Dempsey Capital Management LLC | 47 | $8.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $7.70K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 41 | $7.01K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $6.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $6.84K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 39 | $6.67K | 0.00% | +39 | New |
| Armstrong Advisory Group, Inc | 35 | $5.99K | 0.00% | +35 | New |
| IFP Advisors, Inc | 54 | $5.02K | 0.00% | −2,622−98.0% | Reduced |
| Raffa Wealth Management, LLC | 28 | $4.79K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $3.25K | 0.00% | +3+18.8% | Added |
| Ellevest, Inc. | 19 | $3.25K | 0.00% | +10+111.1% | Added |
| Capital Advisors, Ltd. LLC | 20 | $3.00K | 0.00% | +6+42.9% | Added |
| 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 |
| Schubert & Co | 12 | $2.05K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $2.05K | 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 |
| American National Bank | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 6 | $1.03K | 0.00% | +2+50.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $856 | 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 |
| Disciplined Investments, LLC | 4 | $684 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $513 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $342 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −31,694−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,360−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −18,861−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −20,084−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,985−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,441−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,147−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,027−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,954−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,782−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,651−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Brooktree Capital Management | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |