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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 291 | $47.1K | 0.00% | +26+9.8% | Added |
| Covestor Ltd | 291 | $47.0K | 0.04% | −24−7.6% | Reduced |
| TFC Financial Management | 264 | $42.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $42.0K | 0.00% | +260 | New |
| Colonial Trust Co | 239 | $39.9K | 0.01% | +79+49.4% | Added |
| Massmutual Trust Co FSB | 244 | $39.5K | 0.00% | −110−31.1% | Reduced |
| Spire Wealth Management | 243 | $39.3K | 0.00% | −1−0.4% | Reduced |
| First Horizon Advisors, Inc. | 225 | $36.4K | 0.00% | −21−8.5% | Reduced |
| Fifth Third Bancorp | 203 | $32.9K | 0.00% | −40−16.5% | Reduced |
| Parallel Advisors, LLC | 197 | $32.0K | 0.00% | −47−19.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 152 | $24.6K | 0.00% | −7−4.4% | Reduced |
| Truvestments Capital LLC | 145 | $23.5K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 145 | $23.5K | 0.00% | +145 | New |
| Whittier Trust Co | 145 | $23.5K | 0.00% | +10+7.4% | Added |
| Princeton Global Asset Management LLC | 139 | $22.5K | 0.01% | +139 | New |
| Versant Capital Management, Inc | 137 | $22.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $20.9K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $16.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $15.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $15.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $14.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 88 | $14.3K | 0.00% | +37+72.5% | Added |
| Global Financial Private Client, LLC | 57 | $9.18K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $9.07K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $8.74K | 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 |
| Tradition Wealth Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $7.93K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $7.45K | 0.00% | −10−17.9% | Reduced |
| Bogart Wealth, LLC | 45 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $7.13K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $6.48K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $6.48K | 0.00% | +40 | New |
| Jones Financial Companies LLLP | 33 | $5.34K | 0.00% | +33 | New |
| Creative Financial Designs Inc | 29 | $4.70K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 28 | $4.53K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 28 | $4.53K | 0.00% | +28 | New |
| Larson Financial Group LLC | 21 | $3.40K | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 18 | $2.92K | 0.00% | +3+20.0% | Added |
| 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 |
| TSFG, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Stonebridge Capital Advisors LLC | 12 | $1.94K | 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 |
| American National Bank | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.13K | 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 |
| Farther Finance Advisors, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $648 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $648 | 0.00% | +4 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $486 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 3 | $482 | 0.00% | +1+50.0% | Added |
| Beacon Capital Management, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $163 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −110,429−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −68,231−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −28,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −27,740−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −26,145−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,520−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −18,857−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −18,007−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,198−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −10,458−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,344−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,603−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,207−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,891−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,783−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |