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, Q3 2023
Institutional positions in Heico Corp as of Sep 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
- 468
- −4 vs. Q2 2023
- Shares held
- 37.8M
- −496.1K (−1.3%) vs. Q2 2023
- Total value
- $6.11B
- −$626.7M (−9.3%) vs. Q2 2023
- New holders
- 48
- 144 more added
- Sold out
- 52
- 173 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| True Wealth Design, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $482 | 0.00% | +1+50.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $486 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $648 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $648 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 11 | $1.00K | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 11 | $1.78K | 0.00% | −4,902−99.8% | Reduced |
| HWG Holdings LP | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Glassman Wealth Services | 17 | $2.75K | 0.00% | −2−10.5% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $2.92K | 0.00% | +3+20.0% | Added |
| Larson Financial Group LLC | 21 | $3.40K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 28 | $4.53K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 28 | $4.53K | 0.00% | +28 | New |
| Creative Financial Designs Inc | 29 | $4.70K | 0.00% | +29 | New |
| Jones Financial Companies LLLP | 33 | $5.34K | 0.00% | +33 | New |
| Orion Capital Management LLC | 40 | $6.48K | 0.00% | +40 | New |
| West Branch Capital LLC | 40 | $6.48K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $7.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $7.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $7.45K | 0.00% | −10−17.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 47 | $7.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $7.93K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $8.10K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $8.74K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $9.07K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $9.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 88 | $14.3K | 0.00% | +37+72.5% | Added |
| Umb Bank N A | 89 | $14.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $15.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $15.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $16.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $20.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $22.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 139 | $22.5K | 0.01% | +139 | New |
| Whittier Trust Co | 145 | $23.5K | 0.00% | +10+7.4% | Added |
| Truvestments Capital LLC | 145 | $23.5K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 145 | $23.5K | 0.00% | +145 | New |
| Quadrant Capital Group LLC | 152 | $24.6K | 0.00% | −7−4.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $31.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 197 | $32.0K | 0.00% | −47−19.3% | Reduced |
| Fifth Third Bancorp | 203 | $32.9K | 0.00% | −40−16.5% | Reduced |
| First Horizon Advisors, Inc. | 225 | $36.4K | 0.00% | −21−8.5% | Reduced |
| Spire Wealth Management | 243 | $39.3K | 0.00% | −1−0.4% | Reduced |
| Massmutual Trust Co FSB | 244 | $39.5K | 0.00% | −110−31.1% | Reduced |
| Colonial Trust Co | 239 | $39.9K | 0.01% | +79+49.4% | Added |
| NBC Securities, Inc. | 260 | $42.0K | 0.00% | +260 | New |
| TFC Financial Management | 264 | $42.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 291 | $47.0K | 0.04% | −24−7.6% | Reduced |
| Allworth Financial LP | 291 | $47.1K | 0.00% | +26+9.8% | Added |
| UniSuper Management Pty Ltd | 300 | $48.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 301 | $48.7K | 0.01% | +1+0.3% | Added |
| First Manhattan Co | 314 | $50.8K | 0.00% | +100+46.7% | Added |
| Cornerstone Planning Group LLC | 336 | $54.4K | 0.02% | −10−2.9% | Reduced |
| Harbour Investments, Inc. | 341 | $55.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $59.1K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $64.8K | 0.10% | +400 | New |
| Park Place Capital Corp | 410 | $66.4K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 429 | $69.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 447 | $72.4K | 0.02% | +69+18.3% | Added |
| USA Financial Portformulas Corp | 454 | $73.5K | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 458 | $74.2K | 0.00% | −337−42.4% | Reduced |
| Huntington National Bank | 471 | $76.3K | 0.00% | +275+140.3% | Added |
| Harbor Investment Advisory, LLC | 480 | $77.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 507 | $82.0K | 0.00% | +16+3.3% | Added |
| AdvisorNet Financial, Inc | 510 | $82.6K | 0.01% | +295+137.2% | Added |
| Plante Moran Financial Advisors, LLC | 535 | $86.7K | 0.01% | +4+0.8% | Added |
| WCM Investment Management, LLC | 554 | $90.2K | 0.00% | −182−24.7% | Reduced |
| TD Private Client Wealth LLC | 566 | $91.7K | 0.00% | −7−1.2% | Reduced |
| Banque Cantonale Vaudoise | 581 | $94.0K | 0.00% | +581 | New |
| Bessemer Securities LLC | 652 | $106.0K | 0.15% | −2,185−77.0% | Reduced |
| Sunbelt Securities, Inc. | 682 | $110.5K | 0.02% | −47−6.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $113.4K | 0.04% | −1,100−61.1% | Reduced |
| Center for Financial Planning, Inc. | 700 | $113.4K | 0.02% | −33−4.5% | Reduced |
| American International Group, Inc. | 744 | $120.5K | 0.00% | −52−6.5% | Reduced |
| Macquarie Group Ltd | 769 | $124.5K | 0.00% | +241+45.6% | Added |
| Osterweis Capital Management Inc | 801 | $129.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 790 | $130.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 815 | $132.0K | 0.00% | −45−5.2% | Reduced |
| CWM, LLC | 850 | $138.0K | 0.00% | +57+7.2% | Added |
| HighMark Wealth Management LLC | 904 | $146.4K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 946 | $153.0K | 0.01% | −6−0.6% | Reduced |