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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

13F holders, Q4 2023

Institutional positions in Heico Corp as of Dec 31, 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
498
+35 vs. Q3 2023
Shares held
37.6M
−122.3K (−0.3%) vs. Q3 2023
Total value
$6.73B
+$617.5M (+10.1%) vs. Q3 2023
New holders
79
153 more added
Sold out
44
159 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 498 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 heldQ4 2023: $6.73B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2023.

Institutions holding HEI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC3$00.00%00.0%Unchanged
True Wealth Design, LLC1$1790.00%00.0%Unchanged
MV Capital Management, Inc.1$1790.00%+1New
Rakuten Securities, Inc.1$1790.00%+1New
Abound Wealth Management1$1800.00%00.0%Unchanged
Beacon Capital Management, LLC2$3240.00%00.0%Unchanged
Investors Research Corp4$7150.00%00.0%Unchanged
Sachetta, LLC4$7160.00%+4New
SJS Investment Consulting Inc.5$8950.00%+1+25.0%Added
DiNuzzo Private Wealth, Inc.5$8950.00%+5New
Longfellow Investment Management Co LLC7$1.25K0.00%00.0%Unchanged
Plato Investment Management Ltd7$1.25K0.00%+7New
Quent Capital, LLC9$1.61K0.00%00.0%Unchanged
HWG Holdings LP11$1.97K0.00%00.0%Unchanged
TSFG, LLC12$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$2.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$2.33K0.00%+13New
Jones Financial Companies LLLP17$3.04K0.00%−16−48.5%Reduced
Glassman Wealth Services17$3.04K0.00%00.0%Unchanged
Zions Bancorporation, N.A.17$3.04K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$3.22K0.00%+1+5.9%Added
Baystate Wealth Management LLC18$3.22K0.00%+10+125.0%Added
Cullen/Frost Bankers, Inc.20$3.58K0.00%−409−95.3%Reduced
Raffa Wealth Management, LLC28$5.01K0.00%00.0%Unchanged
Creative Financial Designs Inc29$5.19K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.31$5.55K0.00%+31New
Capital Analysts, LLC37$6.00K0.00%+30+428.6%Added
Bokf, NA36$6.44K0.00%+36New
EverSource Wealth Advisors, LLC38$6.80K0.00%+20+111.1%Added
VitalStone Financial, LLC39$7.00K0.01%+39New
West Branch Capital LLC40$7.16K0.00%00.0%Unchanged
Orion Capital Management LLC40$7.16K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$7.87K0.00%00.0%Unchanged
Bogart Wealth, LLC45$8.05K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC47$8.41K0.00%00.0%Unchanged
West Tower Group, LLC47$8.41K0.02%+47New
Valued Wealth Advisors LLC52$8.43K0.01%+52New
Red Tortoise LLC49$8.77K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$8.94K0.00%00.0%Unchanged
Insight Financial Services50$8.94K0.01%00.0%Unchanged
PSI Advisors, LLC50$8.94K0.00%+50New
Tradition Wealth Management, LLC50$9.00K0.00%00.0%Unchanged
IFP Advisors, Inc55$9.84K0.00%+1+1.9%Added
Bell Investment Advisors, Inc55$9.84K0.00%+9+19.6%Added
Whittier Trust Co of Nevada Inc56$10.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC57$10.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC62$10.6K0.00%+59+1,966.7%Added
Umb Bank N A89$15.9K0.00%00.0%Unchanged
Farther Finance Advisors, LLC95$17.0K0.00%+90+1,800.0%Added
Annapolis Financial Services, LLC99$17.7K0.00%00.0%Unchanged
GWM Advisors LLC100$17.9K0.00%+5+5.3%Added
DSM Capital Partners LLC101$18.1K0.00%+101New
Steward Partners Investment Advisory, LLC103$18.4K0.00%00.0%Unchanged
West Oak Capital, LLC110$19.0K0.01%00.0%Unchanged
Private Trust Co NA129$23.1K0.00%00.0%Unchanged
Lindbrook Capital, LLC135$24.1K0.00%+47+53.4%Added
Versant Capital Management, Inc137$24.5K0.01%00.0%Unchanged
Whittier Trust Co138$24.7K0.00%−7−4.8%Reduced
Princeton Global Asset Management LLC139$24.9K0.01%00.0%Unchanged
Truvestments Capital LLC145$25.9K0.01%00.0%Unchanged
Rothschild Investment LLC151$27.0K0.00%+151New
PEAK6 Investments LLC153$27.4K0.00%+153New
First Horizon Advisors, Inc.155$27.7K0.00%−70−31.1%Reduced
Parallel Advisors, LLC171$30.7K0.00%−26−13.2%Reduced
Kayne Anderson Rudnick Investment Management LLC195$34.9K0.00%00.0%Unchanged
Fifth Third Bancorp203$36.3K0.00%00.0%Unchanged
Quadrant Capital Group LLC229$41.0K0.00%+77+50.7%Added
Colonial Trust Co239$42.8K0.01%00.0%Unchanged
Spire Wealth Management243$42.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB244$43.6K0.00%00.0%Unchanged
NBC Securities, Inc.260$46.0K0.00%00.0%Unchanged
TFC Financial Management264$47.2K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA280$50.1K0.02%+280New
Allworth Financial LP282$50.4K0.00%−9−3.1%Reduced
UniSuper Management Pty Ltd300$53.7K0.00%00.0%Unchanged
Tortoise Investment Management, LLC301$53.8K0.01%00.0%Unchanged
Ci Investments Inc.303$54.0K0.00%−204−40.2%Reduced
Federation des caisses Desjardins du Quebec311$55.6K0.00%−147−32.1%Reduced
First Manhattan Co314$56.2K0.00%00.0%Unchanged
Huntington National Bank331$59.2K0.00%−140−29.7%Reduced
Cornerstone Planning Group LLC336$60.1K0.02%00.0%Unchanged
Harbour Investments, Inc.367$65.6K0.00%+26+7.6%Added
Park Place Capital Corp391$69.9K0.03%−19−4.6%Reduced
Psagot Value Holdings Ltd. / (Israel)391$70.0K0.03%+391New
JJJ Advisors Inc.392$70.1K0.02%−55−12.3%Reduced
Balentine LLC394$70.5K0.00%+394New
Tower Research Capital LLC (TRC)399$71.4K0.00%−2,664−87.0%Reduced
Covestor Ltd412$74.0K0.05%+121+41.6%Added
TD Private Client Wealth LLC453$81.0K0.00%−113−20.0%Reduced
Harbor Investment Advisory, LLC480$85.9K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC481$86.0K0.01%+481New
Ronald Blue Trust, Inc.545$89.0K0.00%+536+5,955.6%Added
AdvisorNet Financial, Inc510$91.2K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC540$96.6K0.01%+5+0.9%Added
Sunbelt Securities, Inc.579$103.6K0.01%−103−15.1%Reduced
GAMMA Investing LLC581$104.3K0.03%+581New
Center for Financial Planning, Inc.700$125.2K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group700$125.2K0.05%00.0%Unchanged
American International Group, Inc.725$129.7K0.00%−19−2.6%Reduced
Macquarie Group Ltd769$137.6K0.00%00.0%Unchanged