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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

Q4 2023 vs. Q3 2023

How the institutions holding Heico Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HEI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4685498+35
Shares37.8M26.7K37.6M−122.3K (−0.3%)
Value$6.11B$4.33M$6.73B+$617.5M (+10.1%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Heico Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HEI in Q4 2023
InstitutionSharesValue% of portfolio
Zeno Equity Partners LLP63,537$9.05M2.39%
KP Management LLC29,750$5.32M2.64%
Groupama Asset Managment27,382$4.90M0.13%
Polar Asset Management Partners Inc.24,600$4.40M0.12%
Aquatic Capital Management LLC23,400$4.19M0.11%
Agf Management Ltd16,208$2.90M0.02%
Edgestream Partners, L.P.15,472$2.77M0.20%
Swedbank AB15,300$2.74M0.00%
Varma Mutual Pension Insurance Co12,400$2.22M0.02%
Marshall Wace, LLP11,299$2.02M0.00%
PFS Partners, LLC10,483$1.88M1.28%
Colony Group, LLC8,661$1.55M0.02%
HRT Financial LP8,490$1.52M0.01%
Anthracite Investment Company, Inc.7,000$1.25M0.81%
Tredje AP-fonden6,930$1.24M0.02%
Gardner Lewis Asset Management L P5,763$1.03M0.36%
Icon Wealth Advisors, LLC5,274$943.4K0.10%
Nomura Holdings Inc5,016$897.2K0.01%
Bank of Nova Scotia4,611$824.7K0.00%
Embree Financial Group4,312$771.3K0.16%
Wolverine Trading, LLC4,229$756.4K0.01%
Bayesian Capital Management, LP4,058$725.9K0.08%
XTX Topco Ltd3,962$708.7K0.16%
Numerai GP LLC3,659$654.5K0.23%
Qsemble Capital Management, LP3,252$581.7K0.15%
Inceptionr LLC3,096$553.8K0.40%
Allianz Asset Management GmbH2,806$501.9K0.00%
MGB Wealth Management, LLC2,700$483.0K0.24%
Schonfeld Strategic Advisors LLC2,554$456.8K0.00%
Pathstone Holdings, LLC2,514$449.7K0.00%
Capula Management Ltd2,295$410.5K0.03%
National Wealth Management Group, LLC2,197$393.0K0.38%
Virtu Financial LLC2,190$392.0K0.03%
Connectus Wealth, LLC2,171$388.3K0.01%
Sawtooth Solutions, LLC2,145$383.7K0.01%
Bleakley Financial Group, LLC2,145$383.7K0.01%
Vident Advisory, LLC2,134$381.7K0.01%
United Capital Financial Advisers, LLC1,896$339.1K0.00%
Quotient Wealth Partners, LLC1,798$321.6K0.01%
Resources Investment Advisors, LLC.1,766$315.8K0.01%
Stephens Inc1,747$312.5K0.01%
Semanteon Capital Management, LP1,701$304.3K0.21%
Entropy Technologies, LP1,610$288.0K0.05%
Concurrent Investment Advisors, LLC1,603$286.7K0.01%
Eagle Global Advisors LLC1,477$264.2K0.02%
CIBC Private Wealth Group, LLC1,335$238.8K0.00%
Degroof Petercam Asset Management1,300$232.5K0.00%
Avantax Advisory Services, Inc.1,273$227.7K0.00%
Moran Wealth Management, LLC1,235$220.9K0.01%
Arthur M. Cohen & Associates, LLC1,220$218.2K0.05%
CIBC World Markets Corp1,219$218.0K0.00%
B. Metzler seel. Sohn & Co. AG1,208$216.1K0.00%
Prime Capital Investment Advisors, LLC1,196$213.9K0.00%
TrinityPoint Wealth, LLC1,191$213.1K0.04%
Jefferies Financial Group Inc.1,136$203.2K0.00%
Sequoia Financial Advisors, LLC1,129$201.9K0.00%
Beaumont Financial Advisors, LLC1,120$200.3K0.02%
Smartleaf Asset Management LLC893$159.9K0.04%
Principal Securities, Inc.860$153.8K0.01%
GAMMA Investing LLC581$104.3K0.03%
SYSTM Wealth Solutions LLC481$86.0K0.01%
Balentine LLC394$70.5K0.00%
Psagot Value Holdings Ltd. / (Israel)391$70.0K0.03%
Towarzystwo Funduszy Inwestycyjnych Pzu SA280$50.1K0.02%
PEAK6 Investments LLC153$27.4K0.00%
Rothschild Investment LLC151$27.0K0.00%
DSM Capital Partners LLC101$18.1K0.00%
PSI Advisors, LLC50$8.94K0.00%
Valued Wealth Advisors LLC52$8.43K0.01%
West Tower Group, LLC47$8.41K0.02%
VitalStone Financial, LLC39$7.00K0.01%
Bokf, NA36$6.44K0.00%
Rakuten Investment Management, Inc.31$5.55K0.00%
Bruce G. Allen Investments, LLC13$2.33K0.00%
Plato Investment Management Ltd7$1.25K0.00%
DiNuzzo Private Wealth, Inc.5$8950.00%
Sachetta, LLC4$7160.00%
MV Capital Management, Inc.1$1790.00%
Rakuten Securities, Inc.1$1790.00%

Sold out (44)

Institutions that held Heico Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HEI in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Wellington Management Group LLP197,467$32.0M
Dynamo Internacional Gestao de Recursos Ltda.80,726$10.4M
Scopus Asset Management, L.P.46,958$7.60M
ExodusPoint Capital Management, LP19,733$3.19M
Putnam Investments LLC17,337$2.81M
Cinctive Capital Management LP16,991$2.75M
Aubrey Capital Management Ltd16,100$2.32M
Teza Capital Management LLC14,214$2.30M
Worldquant Millennium Advisors LLC11,732$1.90M
George Kaiser Family Foundation10,186$1.65M
Meyer Handelman Co5,613$908.9K
Dynamic Technology Lab Private Ltd4,450$721.0K
Gsa Capital Partners LLP4,353$705.0K
Oversea-Chinese Banking CORP Ltd3,659$592.5K
Triasima Portfolio Management inc.3,370$545.7K
Dark Forest Capital Management LP3,171$513.5K
Simplex Trading, LLC2,987$483.0K
Capstone Investment Advisors, LLC2,911$471.4K
Centiva Capital, LP2,460$398.3K
Quadrature Capital Ltd2,282$369.6K
Oregon Public Employees Retirement Fund2,205$357.1K
Echo Street Capital Management LLC1,936$313.5K
Duality Advisers, LP1,684$272.7K
TownSquare Capital, LLC1,568$253.9K
Smith Anglin Financial, LLC1,531$247.9K
Caisse de Depot Et Placement du Quebec1,509$244.4K
Thompson Siegel & Walmsley LLC1,500$243.0K
Ballentine Partners, LLC1,492$241.6K
Greenleaf Trust1,366$221.2K
Pearl River Capital, LLC1,359$220.1K
Personal Cfo Solutions, LLC1,284$207.9K
Bessemer Securities LLC652$106.0K
Banque Cantonale Vaudoise581$94.0K
USA Financial Portformulas Corp454$73.5K
AM Squared Ltd400$64.8K
Johnson Financial Group, Inc.365$59.1K
Group One Trading, L.P.145$23.5K
Riverview Trust Co98$15.9K
Legacy Financial Group LLC28$4.53K
Larson Financial Group LLC21$3.40K
Stonebridge Capital Advisors LLC12$1.94K
Walleye Trading LLC11$1.78K
American National Bank10$1.62K
Avion Wealth3$0

Not filed for Q4 2023 yet (5)

Institutions that held Heico Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.10,543$1.71M
Colony Group LLC8,846$1.43M
Icon Wealth Partners, LLC5,980$968.4K
Advisor Partners II, LLC1,337$216.5K
Steward Financial Group LLC11$1.00K