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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 429 | $75.9K | 0.00% | −632−59.6% | Reduced |
| Park Place Capital Corp | 410 | $72.5K | 0.02% | −15−3.5% | Reduced |
| JJJ Advisors Inc. | 378 | $66.9K | 0.02% | +19+5.3% | Added |
| Johnson Financial Group, Inc. | 365 | $64.6K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 365 | $64.6K | 0.02% | +365 | New |
| Massmutual Trust Co FSB | 354 | $62.6K | 0.00% | −10−2.7% | Reduced |
| Cornerstone Planning Group LLC | 346 | $61.2K | 0.02% | +346 | New |
| Harbour Investments, Inc. | 341 | $60.3K | 0.00% | +300+731.7% | Added |
| Covestor Ltd | 315 | $56.0K | 0.04% | −211−40.1% | Reduced |
| Ostrum Asset Management | 310 | $54.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $53.2K | 0.01% | −51−14.5% | Reduced |
| UniSuper Management Pty Ltd | 300 | $53.1K | 0.00% | +300 | New |
| Allianz Asset Management GmbH | 288 | $51.0K | 0.00% | −502−63.5% | Reduced |
| Allworth Financial LP | 265 | $46.9K | 0.00% | −4−1.5% | Reduced |
| TFC Financial Management | 264 | $46.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 246 | $43.5K | 0.00% | −36−12.8% | Reduced |
| Parallel Advisors, LLC | 244 | $43.3K | 0.00% | +15+6.6% | Added |
| Spire Wealth Management | 244 | $43.2K | 0.00% | −115−32.0% | Reduced |
| Fifth Third Bancorp | 243 | $43.0K | 0.00% | +22+10.0% | Added |
| AdvisorNet Financial, Inc | 215 | $38.0K | 0.00% | +209+3,483.3% | Added |
| First Manhattan Co | 214 | $37.9K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 208 | $36.8K | 0.00% | −857−80.5% | Reduced |
| Huntington National Bank | 196 | $34.7K | 0.00% | −1−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $34.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 160 | $28.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $28.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $25.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $24.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $23.9K | 0.00% | −29−17.7% | Reduced |
| Private Trust Co NA | 129 | $22.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $19.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $18.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $17.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $16.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 80 | $14.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $13.0K | 0.00% | +75 | New |
| Global Financial Private Client, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $9.91K | 0.00% | −3−5.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 56 | $9.91K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $9.02K | 0.00% | +2+4.1% | Added |
| Tradition Wealth Management, LLC | 50 | $9.00K | 0.00% | 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 |
| Red Tortoise LLC | 49 | $8.67K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $8.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $7.96K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $7.79K | 0.00% | +44 | New |
| West Branch Capital LLC | 40 | $7.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $5.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.95K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 24 | $4.25K | 0.00% | −8,723−99.7% | Reduced |
| Glassman Wealth Services | 19 | $3.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $2.65K | 0.00% | −200−93.0% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $2.12K | 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 |
| HWG Holdings LP | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.59K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $885 | 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 |
| Baker Avenue Asset Management, LP | 3 | $531 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $177 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 177 | $130 | 0.00% | +177 | New |
| Comerica Bank | 146,645 | $12 | 0.00% | +146,645 | New |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −501,111−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,056−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −9,816−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,260−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −8,599−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |