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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 770 | $138.0K | 0.00% | −45−5.5% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $141.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 801 | $143.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 860 | $153.8K | 0.01% | +860 | New |
| CWM, LLC | 873 | $156.0K | 0.00% | +23+2.7% | Added |
| Centaurus Financial, Inc. | 882 | $158.0K | 0.01% | −64−6.8% | Reduced |
| WCM Investment Management, LLC | 883 | $158.1K | 0.00% | +329+59.4% | Added |
| Smartleaf Asset Management LLC | 893 | $159.9K | 0.04% | +893 | New |
| HighMark Wealth Management LLC | 904 | $161.7K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 986 | $176.4K | 0.02% | −2,209−69.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $178.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,007 | $180.0K | 0.01% | −27−2.6% | Reduced |
| Signaturefd, LLC | 1,018 | $182.1K | 0.00% | +60+6.3% | Added |
| Venturi Wealth Management, LLC | 1,109 | $198.4K | 0.01% | +2+0.2% | Added |
| Beaumont Financial Advisors, LLC | 1,120 | $200.3K | 0.02% | +1,120 | New |
| Sequoia Financial Advisors, LLC | 1,129 | $201.9K | 0.00% | +1,129 | New |
| Jefferies Financial Group Inc. | 1,136 | $203.2K | 0.00% | +1,136 | New |
| Anchor Investment Management, LLC | 1,137 | $203.4K | 0.02% | −62−5.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,191 | $213.1K | 0.04% | +1,191 | New |
| Ieq Capital, LLC | 1,193 | $213.3K | 0.00% | −1,435−54.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,196 | $213.9K | 0.00% | +1,196 | New |
| B. Metzler seel. Sohn & Co. AG | 1,208 | $216.1K | 0.00% | +1,208 | New |
| Benjamin Edwards Inc | 1,221 | $218.0K | 0.05% | +6+0.5% | Added |
| CIBC World Markets Corp | 1,219 | $218.0K | 0.00% | +1,219 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $218.2K | 0.05% | +1,220 | New |
| Moran Wealth Management, LLC | 1,235 | $220.9K | 0.01% | +1,235 | New |
| Montag A & Associates Inc | 1,238 | $221.4K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,239 | $221.6K | 0.12% | 00.0% | Unchanged |
| Essex LLC | 1,255 | $224.5K | 0.06% | −10−0.8% | Reduced |
| Picton Mahoney Asset Management | 1,260 | $226.0K | 0.01% | −35−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 1,273 | $227.7K | 0.00% | +1,273 | New |
| Desjardins Global Asset Management Inc. | 1,465 | $229.8K | 0.02% | +107+7.9% | Added |
| SG Americas Securities, LLC | 1,294 | $231.0K | 0.00% | −6,287−82.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $231.6K | 0.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,300 | $232.5K | 0.00% | −2,057−61.3% | Reduced |
| Degroof Petercam Asset Management | 1,300 | $232.5K | 0.00% | +1,300 | New |
| CIBC Private Wealth Group, LLC | 1,335 | $238.8K | 0.00% | +1,335 | New |
| Tocqueville Asset Management L.P. | 1,350 | $241.5K | 0.00% | 00.0% | Unchanged |
| Redwood Investments, LLC | 1,351 | $241.7K | 0.06% | −19,231−93.4% | Reduced |
| Calamos Wealth Management LLC | 1,360 | $243.3K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,391 | $248.8K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,396 | $249.7K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,415 | $253.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,438 | $257.3K | 0.00% | +123+9.4% | Added |
| Symmetry Partners, LLC | 1,449 | $259.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,469 | $262.8K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,477 | $264.2K | 0.02% | +1,477 | New |
| Synovus Financial Corp | 1,500 | $268.3K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,502 | $268.7K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 1,512 | $270.5K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 1,539 | $275.3K | 0.06% | −2,560−62.5% | Reduced |
| Valeo Financial Advisors, LLC | 1,546 | $276.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,556 | $278.3K | 0.01% | +19+1.2% | Added |
| Ossiam | 1,563 | $279.6K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,568 | $280.5K | 0.01% | −3−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,603 | $286.7K | 0.01% | +1,603 | New |
| MQS Management LLC | 1,610 | $288.0K | 0.16% | +271+20.2% | Added |
| Entropy Technologies, LP | 1,610 | $288.0K | 0.05% | +1,610 | New |
| O'Shaughnessy Asset Management, LLC | 1,639 | $293.2K | 0.00% | +18+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $296.0K | 0.00% | −2,165−56.7% | Reduced |
| Proequities, Inc. | 1,672 | $299.1K | 0.02% | −1,716−50.6% | Reduced |
| Aviva PLC | 1,680 | $300.5K | 0.00% | −3,668−68.6% | Reduced |
| Semanteon Capital Management, LP | 1,701 | $304.3K | 0.21% | +1,701 | New |
| David R. Rahn & Associates Inc. | 1,717 | $307.1K | 0.13% | +347+25.3% | Added |
| Stephens Inc | 1,747 | $312.5K | 0.01% | +1,747 | New |
| Resources Investment Advisors, LLC. | 1,766 | $315.8K | 0.01% | +1,766 | New |
| Old National Bancorp | 1,785 | $319.3K | 0.01% | −28−1.5% | Reduced |
| Virtus Investment Advisers, Inc. | 1,788 | $319.8K | 0.24% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,798 | $321.6K | 0.01% | +1,798 | New |
| Csenge Advisory Group | 1,808 | $323.4K | 0.02% | −16−0.9% | Reduced |
| Advisory Services Network, LLC | 1,842 | $329.5K | 0.01% | −122−6.2% | Reduced |
| Glenmede Trust Co NA | 1,858 | $332.3K | 0.00% | +13+0.7% | Added |
| United Capital Financial Advisers, LLC | 1,896 | $339.1K | 0.00% | +1,896 | New |
| KPP Advisory Services LLC | 1,900 | $339.9K | 0.30% | +124+7.0% | Added |
| RKL Wealth Management LLC | 1,926 | $344.5K | 0.04% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 1,957 | $350.0K | 0.03% | −201−9.3% | Reduced |
| Concorde Asset Management, LLC | 1,962 | $351.0K | 0.24% | −16−0.8% | Reduced |
| GM Advisory Group, Inc. | 1,983 | $354.7K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,011 | $360.0K | 0.00% | −1,370−40.5% | Reduced |
| First Hawaiian Bank | 2,027 | $362.6K | 0.01% | −233−10.3% | Reduced |
| Integrated Investment Consultants, LLC | 2,044 | $365.6K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,046 | $366.0K | 0.07% | +164+8.7% | Added |
| Connecticut Wealth Management, LLC | 2,098 | $375.3K | 0.02% | +32+1.5% | Added |
| Wendell David Associates Inc | 2,115 | $378.0K | 0.04% | +5+0.2% | Added |
| Vident Advisory, LLC | 2,134 | $381.7K | 0.01% | +2,134 | New |
| Sawtooth Solutions, LLC | 2,145 | $383.7K | 0.01% | +2,145 | New |
| Bleakley Financial Group, LLC | 2,145 | $383.7K | 0.01% | +2,145 | New |
| Connectus Wealth, LLC | 2,171 | $388.3K | 0.01% | +2,171 | New |
| Virtu Financial LLC | 2,190 | $392.0K | 0.03% | +2,190 | New |
| National Wealth Management Group, LLC | 2,197 | $393.0K | 0.38% | +2,197 | New |
| Wealthfront Advisers LLC | 2,277 | $407.3K | 0.00% | +42+1.9% | Added |
| Capula Management Ltd | 2,295 | $410.5K | 0.03% | +2,295 | New |
| LJI Wealth Management, LLC | 2,332 | $417.1K | 0.11% | 00.0% | Unchanged |
| Ethic Inc. | 2,335 | $417.7K | 0.01% | −71−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,395 | $428.4K | 0.03% | +60+2.6% | Added |
| Bessemer Group Inc | 2,420 | $432.0K | 0.00% | −213,263−98.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,413 | $432.0K | 0.01% | +881+57.5% | Added |
| Buckingham Capital Management, Inc. | 2,432 | $435.0K | 0.06% | +50+2.1% | Added |
| Manufacturers Life Insurance Company, The | 2,450 | $438.2K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,495 | $446.3K | 0.07% | 00.0% | Unchanged |