Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 468 institutions
Q1 2021: 427 institutionsQ2 2021: 424 institutionsQ3 2021: 401 institutionsQ4 2021: 415 institutionsQ1 2022: 435 institutionsQ2 2022: 419 institutionsQ3 2022: 438 institutionsQ4 2022: 451 institutionsQ1 2023: 459 institutionsQ2 2023: 475 institutionsQ3 2023: 468 institutionsQ4 2023: 498 institutionsQ1 2024: 518 institutionsQ2 2024: 551 institutionsQ3 2024: 587 institutionsQ4 2024: 608 institutionsQ1 2025: 640 institutionsQ2 2025: 706 institutionsQ3 2025: 715 institutionsQ4 2025: 757 institutionsQ1 2026: 739 institutionsQ2 2026: 777 institutions
Value heldQ3 2023: $6.11B
Q1 2021: $4.34BQ2 2021: $4.83BQ3 2021: $4.64BQ4 2021: $5.22BQ1 2022: $5.81BQ2 2022: $4.85BQ3 2022: $5.35BQ4 2022: $5.81BQ1 2023: $6.54BQ2 2023: $6.74BQ3 2023: $6.11BQ4 2023: $6.73BQ1 2024: $7.29BQ2 2024: $8.69BQ3 2024: $9.84BQ4 2024: $9.32BQ1 2025: $10.3BQ2 2025: $12.8BQ3 2025: $12.5BQ4 2025: $12.9BQ1 2026: $11.0BQ2 2026: $15.4B
Institutions holding HEI and their total value by quarter
QuarterHoldersValue
Q2 2026777$15.4B
Q1 2026739$11.0B
Q4 2025757$12.9B
Q3 2025715$12.5B
Q2 2025706$12.8B
Q1 2025640$10.3B
Q4 2024608$9.32B
Q3 2024587$9.84B
Q2 2024551$8.69B
Q1 2024518$7.29B
Q4 2023498$6.73B
Q3 2023468$6.11B
Q2 2023475$6.74B
Q1 2023459$6.54B
Q4 2022451$5.81B
Q3 2022438$5.35B
Q2 2022419$4.85B
Q1 2022435$5.81B
Q4 2021415$5.22B
Q3 2021401$4.64B
Q2 2021424$4.83B
Q1 2021427$4.34B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2023.

Institutions holding HEI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC958$155.1K0.00%+151+18.7%Added
Nisa Investment Advisors, LLC1,000$161.9K0.00%00.0%Unchanged
Vestcor Inc1,034$167.0K0.01%00.0%Unchanged
Venturi Wealth Management, LLC1,107$179.3K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.1,358$191.4K0.02%+1,358New
Anchor Investment Management, LLC1,199$194.2K0.03%−20−1.6%Reduced
Benjamin Edwards Inc1,215$197.0K0.05%00.0%Unchanged
Montag A & Associates Inc1,238$200.5K0.01%00.0%Unchanged
Powell Investment Advisors, LLC1,239$200.6K0.12%00.0%Unchanged
Essex LLC1,265$204.8K0.06%+65+5.4%Added
Ironwood Investment Counsel, LLC3,496$207.6K0.05%00.0%Unchanged
Personal Cfo Solutions, LLC1,284$207.9K0.04%−150−10.5%Reduced
Mark Sheptoff Financial Planning, LLC1,295$209.7K0.13%00.0%Unchanged
Picton Mahoney Asset Management1,295$210.0K0.01%00.0%Unchanged
Integrated Wealth Concepts LLC1,315$213.0K0.00%+47+3.7%Added
Advisor Partners II, LLC1,337$216.5K0.01%+142+11.9%Added
MQS Management LLC1,339$216.8K0.13%−66−4.7%Reduced
Tocqueville Asset Management L.P.1,350$218.6K0.00%+130+10.7%Added
Pearl River Capital, LLC1,359$220.1K0.03%−605−30.8%Reduced
Calamos Wealth Management LLC1,360$220.2K0.02%00.0%Unchanged
Greenleaf Trust1,366$221.2K0.00%+7+0.5%Added
David R. Rahn & Associates Inc.1,370$221.8K0.11%+1,370New
Fidelis Capital Partners, LLC1,391$225.2K0.08%00.0%Unchanged
FineMark National Bank & Trust1,396$226.1K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc1,400$226.7K0.00%−21,075−93.8%Reduced
MAI Capital Management1,400$226.7K0.00%00.0%Unchanged
King Luther Capital Management Corp1,415$229.1K0.00%00.0%Unchanged
Symmetry Partners, LLC1,449$235.0K0.01%00.0%Unchanged
Rehmann Capital Advisory Group1,469$237.9K0.02%−132−8.2%Reduced
Ballentine Partners, LLC1,492$241.6K0.01%+97+7.0%Added
Synovus Financial Corp1,500$242.9K0.00%−14−0.9%Reduced
Thompson Siegel & Walmsley LLC1,500$243.0K0.00%−500−25.0%Reduced
Wealthcare Advisory Partners LLC1,502$243.3K0.01%00.0%Unchanged
Caisse de Depot Et Placement du Quebec1,509$244.4K0.00%−1,092−42.0%Reduced
Forte Capital LLC1,512$244.8K0.04%−153−9.2%Reduced
Smith Anglin Financial, LLC1,531$247.9K0.03%+1,531New
BI Asset Management Fondsmaeglerselskab A/S1,532$248.0K0.01%00.0%Unchanged
Oppenheimer & Co Inc1,537$248.9K0.01%−79−4.9%Reduced
Valeo Financial Advisors, LLC1,546$250.3K0.01%00.0%Unchanged
Ossiam1,563$253.1K0.00%+213+15.8%Added
TownSquare Capital, LLC1,568$253.9K0.00%+1,568New
Mutual Advisors, LLC1,571$254.4K0.01%−43−2.7%Reduced
PFG Advisors1,615$261.5K0.02%+330+25.7%Added
O'Shaughnessy Asset Management, LLC1,621$262.5K0.00%−4−0.2%Reduced
Duality Advisers, LP1,684$272.7K0.03%+1,684New
KPP Advisory Services LLC1,776$287.6K0.09%+1,776New
Virtus Investment Advisers, Inc.1,788$289.5K0.20%00.0%Unchanged
Old National Bancorp1,813$293.6K0.01%−15−0.8%Reduced
Csenge Advisory Group1,824$295.4K0.02%−9−0.5%Reduced
Glenmede Trust Co NA1,845$298.8K0.00%+7+0.4%Added
Parkside Financial Bank & Trust1,882$304.8K0.07%+188+11.1%Added
Savant Capital, LLC1,913$309.8K0.00%+4+0.2%Added
Petrus Trust Company, LTA1,915$310.1K0.03%+1,915New
RKL Wealth Management LLC1,926$311.9K0.04%+1+0.1%Added
Echo Street Capital Management LLC1,936$313.5K0.00%+1,936New
Advisory Services Network, LLC1,964$318.0K0.01%+16+0.8%Added
Concorde Asset Management, LLC1,978$320.4K0.29%−78−3.8%Reduced
GM Advisory Group, Inc.1,983$321.1K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,999$324.0K0.01%+1+0.1%Added
Integrated Investment Consultants, LLC2,044$331.0K0.12%00.0%Unchanged
Connecticut Wealth Management, LLC2,066$334.5K0.02%00.0%Unchanged
Wendell David Associates Inc2,110$342.0K0.04%+125+6.3%Added
Motley Fool Asset Management LLC2,158$349.4K0.03%−44−2.0%Reduced
Oregon Public Employees Retirement Fund2,205$357.1K0.00%−900−29.0%Reduced
Wealthfront Advisers LLC2,235$361.9K0.00%−38−1.7%Reduced
First Hawaiian Bank2,260$366.0K0.01%−1,445−39.0%Reduced
Quadrature Capital Ltd2,282$369.6K0.01%−4,980−68.6%Reduced
LJI Wealth Management, LLC2,332$377.6K0.11%00.0%Unchanged
Moody Lynn & Lieberson, LLC2,335$378.1K0.03%−3,997−63.1%Reduced
Buckingham Capital Management, Inc.2,382$385.7K0.06%00.0%Unchanged
Ethic Inc.2,406$389.6K0.01%+2,406New
Manufacturers Life Insurance Company, The2,450$396.7K0.00%+1,189+94.3%Added
Centiva Capital, LP2,460$398.3K0.02%−993−28.8%Reduced
Qtron Investments LLC2,495$404.0K0.08%−508−16.9%Reduced
MetLife Investment Management2,586$418.8K0.00%+10.0%Added
Ieq Capital, LLC2,628$425.6K0.01%+106+4.2%Added
Carlson Capital Management2,631$426.0K0.03%+610+30.2%Added
Daiwa Securities Group Inc.2,635$427.0K0.00%+100+3.9%Added
Wedbush Securities Inc2,650$429.0K0.02%−22−0.8%Reduced
Prudential Financial Inc2,657$430.2K0.00%−120−4.3%Reduced
Bradley Foster & Sargent Inc2,500$442.4K0.01%00.0%Unchanged
Commerce Bank2,736$443.0K0.00%+36+1.3%Added
Bahl & Gaynor Inc2,868$464.4K0.00%−204−6.6%Reduced
Spouting Rock Asset Management, LLC2,887$467.5K0.15%00.0%Unchanged
Capstone Investment Advisors, LLC2,911$471.4K0.01%+2,911New
Hengehold Capital Management LLC2,918$472.5K0.06%00.0%Unchanged
Simplex Trading, LLC2,987$483.0K0.02%+2,987New
Crescent Grove Advisors, LLC3,000$485.8K0.06%00.0%Unchanged
Ostrum Asset Management3,040$492.3K0.05%+2,730+880.6%Added
Tower Research Capital LLC (TRC)3,063$496.0K0.02%+1,034+51.0%Added
Sciencast Management LP3,094$501.0K0.23%+3,094New
Barrett & Company, Inc.3,129$506.7K0.30%−4−0.1%Reduced
Dark Forest Capital Management LP3,171$513.5K0.04%+675+27.0%Added
Leonteq Securities AG3,195$517.4K0.05%−1,721−35.0%Reduced
Diamant Asset Management, Inc.3,206$519.1K0.43%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd3,212$520.1K0.01%−10−0.3%Reduced
DekaBank Deutsche Girozentrale3,345$535.0K0.00%+80+2.5%Added
D. E. Shaw & Co., Inc.3,357$543.6K0.00%−8,106−70.7%Reduced
Erste Asset Management GmbH3,400$544.8K0.01%00.0%Unchanged
Triasima Portfolio Management inc.3,370$545.7K0.05%−3,860−53.4%Reduced