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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 2,332 | $377.6K | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,282 | $369.6K | 0.01% | −4,980−68.6% | Reduced |
| First Hawaiian Bank | 2,260 | $366.0K | 0.01% | −1,445−39.0% | Reduced |
| Wealthfront Advisers LLC | 2,235 | $361.9K | 0.00% | −38−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 2,205 | $357.1K | 0.00% | −900−29.0% | Reduced |
| Motley Fool Asset Management LLC | 2,158 | $349.4K | 0.03% | −44−2.0% | Reduced |
| Wendell David Associates Inc | 2,110 | $342.0K | 0.04% | +125+6.3% | Added |
| Connecticut Wealth Management, LLC | 2,066 | $334.5K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,044 | $331.0K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,999 | $324.0K | 0.01% | +1+0.1% | Added |
| GM Advisory Group, Inc. | 1,983 | $321.1K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,978 | $320.4K | 0.29% | −78−3.8% | Reduced |
| Advisory Services Network, LLC | 1,964 | $318.0K | 0.01% | +16+0.8% | Added |
| Echo Street Capital Management LLC | 1,936 | $313.5K | 0.00% | +1,936 | New |
| RKL Wealth Management LLC | 1,926 | $311.9K | 0.04% | +1+0.1% | Added |
| Petrus Trust Company, LTA | 1,915 | $310.1K | 0.03% | +1,915 | New |
| Savant Capital, LLC | 1,913 | $309.8K | 0.00% | +4+0.2% | Added |
| Parkside Financial Bank & Trust | 1,882 | $304.8K | 0.07% | +188+11.1% | Added |
| Glenmede Trust Co NA | 1,845 | $298.8K | 0.00% | +7+0.4% | Added |
| Csenge Advisory Group | 1,824 | $295.4K | 0.02% | −9−0.5% | Reduced |
| Old National Bancorp | 1,813 | $293.6K | 0.01% | −15−0.8% | Reduced |
| Virtus Investment Advisers, Inc. | 1,788 | $289.5K | 0.20% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,776 | $287.6K | 0.09% | +1,776 | New |
| Duality Advisers, LP | 1,684 | $272.7K | 0.03% | +1,684 | New |
| O'Shaughnessy Asset Management, LLC | 1,621 | $262.5K | 0.00% | −4−0.2% | Reduced |
| PFG Advisors | 1,615 | $261.5K | 0.02% | +330+25.7% | Added |
| Mutual Advisors, LLC | 1,571 | $254.4K | 0.01% | −43−2.7% | Reduced |
| TownSquare Capital, LLC | 1,568 | $253.9K | 0.00% | +1,568 | New |
| Ossiam | 1,563 | $253.1K | 0.00% | +213+15.8% | Added |
| Valeo Financial Advisors, LLC | 1,546 | $250.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,537 | $248.9K | 0.01% | −79−4.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,532 | $248.0K | 0.01% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,531 | $247.9K | 0.03% | +1,531 | New |
| Forte Capital LLC | 1,512 | $244.8K | 0.04% | −153−9.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,509 | $244.4K | 0.00% | −1,092−42.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,502 | $243.3K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,500 | $243.0K | 0.00% | −500−25.0% | Reduced |
| Synovus Financial Corp | 1,500 | $242.9K | 0.00% | −14−0.9% | Reduced |
| Ballentine Partners, LLC | 1,492 | $241.6K | 0.01% | +97+7.0% | Added |
| Rehmann Capital Advisory Group | 1,469 | $237.9K | 0.02% | −132−8.2% | Reduced |
| Symmetry Partners, LLC | 1,449 | $235.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,415 | $229.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,400 | $226.7K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $226.7K | 0.00% | −21,075−93.8% | Reduced |
| FineMark National Bank & Trust | 1,396 | $226.1K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,391 | $225.2K | 0.08% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,370 | $221.8K | 0.11% | +1,370 | New |
| Greenleaf Trust | 1,366 | $221.2K | 0.00% | +7+0.5% | Added |
| Calamos Wealth Management LLC | 1,360 | $220.2K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,359 | $220.1K | 0.03% | −605−30.8% | Reduced |
| Tocqueville Asset Management L.P. | 1,350 | $218.6K | 0.00% | +130+10.7% | Added |
| MQS Management LLC | 1,339 | $216.8K | 0.13% | −66−4.7% | Reduced |
| Advisor Partners II, LLC | 1,337 | $216.5K | 0.01% | +142+11.9% | Added |
| Integrated Wealth Concepts LLC | 1,315 | $213.0K | 0.00% | +47+3.7% | Added |
| Picton Mahoney Asset Management | 1,295 | $210.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $209.7K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,284 | $207.9K | 0.04% | −150−10.5% | Reduced |
| Ironwood Investment Counsel, LLC | 3,496 | $207.6K | 0.05% | 00.0% | Unchanged |
| Essex LLC | 1,265 | $204.8K | 0.06% | +65+5.4% | Added |
| Powell Investment Advisors, LLC | 1,239 | $200.6K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,238 | $200.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,215 | $197.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,199 | $194.2K | 0.03% | −20−1.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,358 | $191.4K | 0.02% | +1,358 | New |
| Venturi Wealth Management, LLC | 1,107 | $179.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,034 | $167.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $161.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 958 | $155.1K | 0.00% | +151+18.7% | Added |
| Centaurus Financial, Inc. | 946 | $153.0K | 0.01% | −6−0.6% | Reduced |
| HighMark Wealth Management LLC | 904 | $146.4K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 850 | $138.0K | 0.00% | +57+7.2% | Added |
| Hantz Financial Services, Inc. | 815 | $132.0K | 0.00% | −45−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $130.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 801 | $129.7K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 769 | $124.5K | 0.00% | +241+45.6% | Added |
| American International Group, Inc. | 744 | $120.5K | 0.00% | −52−6.5% | 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 |
| Sunbelt Securities, Inc. | 682 | $110.5K | 0.02% | −47−6.4% | Reduced |
| Bessemer Securities LLC | 652 | $106.0K | 0.15% | −2,185−77.0% | Reduced |
| Banque Cantonale Vaudoise | 581 | $94.0K | 0.00% | +581 | New |
| TD Private Client Wealth LLC | 566 | $91.7K | 0.00% | −7−1.2% | Reduced |
| WCM Investment Management, LLC | 554 | $90.2K | 0.00% | −182−24.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 535 | $86.7K | 0.01% | +4+0.8% | Added |
| AdvisorNet Financial, Inc | 510 | $82.6K | 0.01% | +295+137.2% | Added |
| Ci Investments Inc. | 507 | $82.0K | 0.00% | +16+3.3% | Added |
| Harbor Investment Advisory, LLC | 480 | $77.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 471 | $76.3K | 0.00% | +275+140.3% | Added |
| Federation des caisses Desjardins du Quebec | 458 | $74.2K | 0.00% | −337−42.4% | Reduced |
| USA Financial Portformulas Corp | 454 | $73.5K | 0.11% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 447 | $72.4K | 0.02% | +69+18.3% | Added |
| Cullen/Frost Bankers, Inc. | 429 | $69.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 410 | $66.4K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $64.8K | 0.10% | +400 | New |
| Johnson Financial Group, Inc. | 365 | $59.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 341 | $55.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 336 | $54.4K | 0.02% | −10−2.9% | Reduced |
| First Manhattan Co | 314 | $50.8K | 0.00% | +100+46.7% | Added |
| Tortoise Investment Management, LLC | 301 | $48.7K | 0.01% | +1+0.3% | Added |
| UniSuper Management Pty Ltd | 300 | $48.6K | 0.00% | 00.0% | Unchanged |