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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 1,191 | $210.8K | 0.04% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,195 | $211.4K | 0.01% | +1,195 | New |
| Essex LLC | 1,200 | $212.3K | 0.06% | +1,200 | New |
| Benjamin Edwards Inc | 1,215 | $215.0K | 0.05% | −119−8.9% | Reduced |
| Anchor Investment Management, LLC | 1,219 | $215.7K | 0.03% | −468−27.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,220 | $215.9K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,220 | $215.9K | 0.00% | +1,220 | New |
| Endurance Wealth Management, Inc. | 1,236 | $219.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,238 | $219.2K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,239 | $219.4K | 0.13% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,261 | $223.1K | 0.00% | −14−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,268 | $224.4K | 0.00% | −165−11.5% | Reduced |
| PFG Advisors | 1,285 | $227.4K | 0.02% | +1,285 | New |
| Picton Mahoney Asset Management | 1,295 | $229.0K | 0.01% | −75−5.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $229.1K | 0.13% | 00.0% | Unchanged |
| Ossiam | 1,350 | $238.9K | 0.00% | +635+88.8% | Added |
| Greenleaf Trust | 1,359 | $240.5K | 0.00% | −8−0.6% | Reduced |
| Calamos Wealth Management LLC | 1,360 | $240.6K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,391 | $246.1K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,395 | $246.8K | 0.01% | +1,395 | New |
| FineMark National Bank & Trust | 1,396 | $247.0K | 0.01% | −352−20.1% | Reduced |
| MAI Capital Management | 1,400 | $247.6K | 0.00% | −16−1.1% | Reduced |
| MQS Management LLC | 1,405 | $248.6K | 0.17% | −1,595−53.2% | Reduced |
| King Luther Capital Management Corp | 1,415 | $250.4K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,434 | $253.7K | 0.05% | +48+3.5% | Added |
| Symmetry Partners, LLC | 1,449 | $256.0K | 0.01% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,451 | $256.7K | 0.07% | +1,451 | New |
| Axq Capital, LP | 1,500 | $265.4K | 0.33% | +1,500 | New |
| Wealthcare Advisory Partners LLC | 1,502 | $265.7K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,514 | $267.9K | 0.00% | +14+0.9% | Added |
| Stephens Inc | 1,514 | $267.9K | 0.00% | +301+24.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,532 | $271.0K | 0.01% | +160+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,535 | $272.0K | 0.00% | −260−14.5% | Reduced |
| Valeo Financial Advisors, LLC | 1,546 | $273.5K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,548 | $273.9K | 0.13% | +1,548 | New |
| Qsemble Capital Management, LP | 1,600 | $283.1K | 0.20% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,601 | $283.3K | 0.03% | −24−1.5% | Reduced |
| Mutual Advisors, LLC | 1,614 | $285.6K | 0.01% | −100−5.8% | Reduced |
| Oppenheimer & Co Inc | 1,616 | $285.9K | 0.01% | +79+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 1,625 | $287.5K | 0.00% | −96−5.6% | Reduced |
| Forte Capital LLC | 1,665 | $294.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,694 | $299.7K | 0.07% | +91+5.7% | Added |
| Glenmede Trust Co NA | 1,838 | $314.4K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,788 | $316.4K | 0.21% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,800 | $318.5K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 1,828 | $323.4K | 0.01% | +638+53.6% | Added |
| CenterBook Partners LP | 1,829 | $323.6K | 0.04% | +1,829 | New |
| Csenge Advisory Group | 1,833 | $324.3K | 0.02% | −43−2.3% | Reduced |
| BMS Financial Advisors, LLC | 2,221 | $324.6K | 0.21% | +2,221 | New |
| San Luis Wealth Advisors LLC | 1,843 | $326.0K | 0.12% | +1,843 | New |
| Bridgefront Capital, LLC | 1,863 | $329.6K | 0.18% | −644−25.7% | Reduced |
| Savant Capital, LLC | 1,909 | $337.8K | 0.01% | +84+4.6% | Added |
| RKL Wealth Management LLC | 1,925 | $340.6K | 0.04% | −18−0.9% | Reduced |
| Advisory Services Network, LLC | 1,948 | $344.7K | 0.01% | −115−5.6% | Reduced |
| Pearl River Capital, LLC | 1,964 | $347.5K | 0.06% | +1,964 | New |
| GM Advisory Group, Inc. | 1,983 | $350.9K | 0.03% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,985 | $351.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,998 | $354.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,000 | $354.0K | 0.01% | +2,000 | New |
| Carlson Capital Management | 2,021 | $357.6K | 0.02% | +16+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,029 | $359.0K | 0.01% | +1,892+1,381.0% | Added |
| Integrated Investment Consultants, LLC | 2,044 | $361.7K | 0.11% | −20−1.0% | Reduced |
| Concorde Asset Management, LLC | 2,056 | $363.8K | 0.34% | +2,056 | New |
| Connecticut Wealth Management, LLC | 2,066 | $365.6K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,777 | $370.1K | 0.00% | −41−1.5% | Reduced |
| Motley Fool Asset Management LLC | 2,202 | $389.6K | 0.03% | +2,202 | New |
| Wealthfront Advisers LLC | 2,273 | $402.2K | 0.00% | −158−6.5% | Reduced |
| LJI Wealth Management, LLC | 2,332 | $412.6K | 0.12% | −10−0.4% | Reduced |
| Buckingham Capital Management, Inc. | 2,382 | $421.5K | 0.06% | 00.0% | Unchanged |
| Caxton Associates LP | 2,492 | $440.9K | 0.07% | −124−4.7% | Reduced |
| Dark Forest Capital Management LP | 2,496 | $441.6K | 0.05% | +2,496 | New |
| Bradley Foster & Sargent Inc | 2,500 | $442.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,424 | $444.9K | 0.00% | +2,350+3,175.7% | Added |
| Ieq Capital, LLC | 2,522 | $446.2K | 0.01% | −38−1.5% | Reduced |
| Daiwa Securities Group Inc. | 2,535 | $449.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,585 | $457.4K | 0.00% | −26−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,601 | $460.2K | 0.00% | −2,600−50.0% | Reduced |
| Wedbush Securities Inc | 2,672 | $473.0K | 0.02% | −16−0.6% | Reduced |
| Commerce Bank | 2,700 | $477.7K | 0.00% | +116+4.5% | Added |
| Capital International Inc | 2,719 | $481.1K | 0.01% | +2,719 | New |
| Acadian Asset Management LLC | 2,763 | $488.0K | 0.00% | −1,261−31.3% | Reduced |
| Inceptionr LLC | 2,783 | $492.4K | 0.26% | +2,783 | New |
| Bessemer Securities LLC | 2,837 | $502.0K | 0.33% | −2,051−42.0% | Reduced |
| Spouting Rock Asset Management, LLC | 2,887 | $510.8K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,918 | $516.3K | 0.07% | −8−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 3,000 | $531.1K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,003 | $531.4K | 0.10% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,072 | $543.6K | 0.00% | −10.0% | Reduced |
| Thoroughbred Financial Services, LLC | 3,105 | $549.0K | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,105 | $549.4K | 0.01% | −2,131−40.7% | Reduced |
| Barrett & Company, Inc. | 3,133 | $554.4K | 0.32% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,174 | $561.6K | 0.23% | −346−9.8% | Reduced |
| Assetmark, Inc | 3,184 | $563.4K | 0.00% | +60+1.9% | Added |
| Diamant Asset Management, Inc. | 3,206 | $567.3K | 0.43% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,222 | $570.1K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,265 | $573.0K | 0.00% | −2,219−40.5% | Reduced |
| Teacher Retirement System of Texas | 3,306 | $585.0K | 0.00% | −40,596−92.5% | Reduced |
| XTX Topco Ltd | 3,359 | $594.3K | 0.11% | +2,027+152.2% | Added |
| Erste Asset Management GmbH | 3,400 | $595.5K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,409 | $603.2K | 0.00% | 00.0% | Unchanged |