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, Q2 2023
Institutional positions in Heico Corp as of Jun 30, 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
- 475
- +19 vs. Q1 2023
- Shares held
- 38.3M
- +84.9K (+0.2%) vs. Q1 2023
- Total value
- $6.74B
- +$210.5M (+3.2%) vs. Q1 2023
- New holders
- 52
- 127 more added
- Sold out
- 33
- 182 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 146,645 | $12 | 0.00% | +146,645 | New |
| Sofos Investments, Inc. | 177 | $130 | 0.00% | +177 | New |
| True Wealth Design, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $177 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $531 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $708 | 0.00% | −1−20.0% | Reduced |
| Disciplined Investments, LLC | 4 | $708 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $885 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.59K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | −11−55.0% | Reduced |
| TSFG, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Stonebridge Capital Advisors LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $2.65K | 0.00% | −200−93.0% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $3.36K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 24 | $4.25K | 0.00% | −8,723−99.7% | Reduced |
| Raffa Wealth Management, LLC | 28 | $4.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $5.02K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $7.08K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $7.79K | 0.00% | +44 | New |
| Bogart Wealth, LLC | 45 | $7.96K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $8.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $8.67K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $8.85K | 0.02% | +50 | New |
| Tradition Wealth Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $9.02K | 0.00% | +2+4.1% | Added |
| Whittier Trust Co of Nevada Inc | 56 | $9.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $9.91K | 0.00% | −3−5.1% | Reduced |
| Global Financial Private Client, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $13.0K | 0.00% | +75 | New |
| Bokf, NA | 80 | $14.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $15.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $16.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $17.3K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $17.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $18.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $19.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $22.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $23.9K | 0.00% | −29−17.7% | Reduced |
| Versant Capital Management, Inc | 137 | $24.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $25.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $28.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 160 | $28.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $34.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $34.7K | 0.00% | −1−0.5% | Reduced |
| Twin Tree Management, LP | 208 | $36.8K | 0.00% | −857−80.5% | Reduced |
| First Manhattan Co | 214 | $37.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 215 | $38.0K | 0.00% | +209+3,483.3% | Added |
| Fifth Third Bancorp | 243 | $43.0K | 0.00% | +22+10.0% | Added |
| Spire Wealth Management | 244 | $43.2K | 0.00% | −115−32.0% | Reduced |
| Parallel Advisors, LLC | 244 | $43.3K | 0.00% | +15+6.6% | Added |
| First Horizon Advisors, Inc. | 246 | $43.5K | 0.00% | −36−12.8% | Reduced |
| TFC Financial Management | 264 | $46.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 265 | $46.9K | 0.00% | −4−1.5% | Reduced |
| Allianz Asset Management GmbH | 288 | $51.0K | 0.00% | −502−63.5% | Reduced |
| UniSuper Management Pty Ltd | 300 | $53.1K | 0.00% | +300 | New |
| Tortoise Investment Management, LLC | 300 | $53.2K | 0.01% | −51−14.5% | Reduced |
| Ostrum Asset Management | 310 | $54.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 315 | $56.0K | 0.04% | −211−40.1% | Reduced |
| Harbour Investments, Inc. | 341 | $60.3K | 0.00% | +300+731.7% | Added |
| Cornerstone Planning Group LLC | 346 | $61.2K | 0.02% | +346 | New |
| Massmutual Trust Co FSB | 354 | $62.6K | 0.00% | −10−2.7% | Reduced |
| AXS Investments LLC | 365 | $64.6K | 0.02% | +365 | New |
| Johnson Financial Group, Inc. | 365 | $64.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 378 | $66.9K | 0.02% | +19+5.3% | Added |
| Park Place Capital Corp | 410 | $72.5K | 0.02% | −15−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 429 | $75.9K | 0.00% | −632−59.6% | Reduced |
| USA Financial Portformulas Corp | 454 | $80.3K | 0.12% | −241−34.7% | Reduced |
| Cubist Systematic Strategies, LLC | 473 | $83.7K | 0.00% | −43,623−98.9% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $84.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 491 | $87.0K | 0.00% | +10+2.1% | Added |
| Macquarie Group Ltd | 528 | $93.4K | 0.00% | −16−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 531 | $94.0K | 0.01% | +17+3.3% | Added |
| TD Private Client Wealth LLC | 573 | $101.4K | 0.00% | +69+13.7% | Added |
| Sunbelt Securities, Inc. | 729 | $129.0K | 0.02% | +86+13.4% | Added |
| Center for Financial Planning, Inc. | 733 | $129.7K | 0.03% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 736 | $130.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 790 | $134.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 793 | $140.0K | 0.00% | +80+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 795 | $140.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 796 | $140.8K | 0.00% | +140+21.3% | Added |
| Osterweis Capital Management Inc | 801 | $141.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 807 | $142.8K | 0.00% | −27−3.2% | Reduced |
| Hantz Financial Services, Inc. | 860 | $152.0K | 0.00% | −55−6.0% | Reduced |
| HighMark Wealth Management LLC | 904 | $160.0K | 0.12% | −182−16.8% | Reduced |
| Centaurus Financial, Inc. | 952 | $168.0K | 0.01% | −45−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $176.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $183.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,054 | $186.5K | 0.03% | +1,054 | New |
| Exchange Traded Concepts, LLC | 1,101 | $194.8K | 0.00% | −22−2.0% | Reduced |
| Venturi Wealth Management, LLC | 1,107 | $195.9K | 0.02% | −9−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 1,159 | $205.1K | 0.01% | +1,159 | New |