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 |
|---|---|---|---|---|---|
| MAI Capital Management | 2,504 | $447.9K | 0.01% | +1,104+78.9% | Added |
| Pathstone Holdings, LLC | 2,514 | $449.7K | 0.00% | +2,514 | New |
| Bradley Foster & Sargent Inc | 2,535 | $453.4K | 0.01% | +35+1.4% | Added |
| MetLife Investment Management | 2,551 | $456.3K | 0.00% | −35−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,554 | $456.8K | 0.00% | +2,554 | New |
| Wedbush Securities Inc | 2,564 | $459.0K | 0.02% | −86−3.2% | Reduced |
| Savant Capital, LLC | 2,580 | $461.6K | 0.01% | +667+34.9% | Added |
| Carlson Capital Management | 2,612 | $467.2K | 0.02% | −19−0.7% | Reduced |
| Prudential Financial Inc | 2,667 | $477.1K | 0.00% | +10+0.4% | Added |
| MGB Wealth Management, LLC | 2,700 | $483.0K | 0.24% | +2,700 | New |
| Allianz Asset Management GmbH | 2,806 | $501.9K | 0.00% | +2,806 | New |
| Commerce Bank | 2,824 | $505.1K | 0.00% | +88+3.2% | Added |
| Daiwa Securities Group Inc. | 2,835 | $507.0K | 0.00% | +200+7.6% | Added |
| Spouting Rock Asset Management, LLC | 2,887 | $516.4K | 0.19% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,889 | $516.8K | 0.07% | −3,684−56.0% | Reduced |
| Hengehold Capital Management LLC | 2,918 | $521.9K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,000 | $536.6K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,053 | $546.1K | 0.05% | +13+0.4% | Added |
| Gotham Asset Management, LLC | 3,055 | $546.4K | 0.01% | −1,043−25.5% | Reduced |
| Inceptionr LLC | 3,096 | $553.8K | 0.40% | +3,096 | New |
| Barrett & Company, Inc. | 3,129 | $559.7K | 0.30% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,206 | $573.5K | 0.42% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,212 | $574.5K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,252 | $581.7K | 0.15% | +3,252 | New |
| Petrus Trust Company, LTA | 3,313 | $592.6K | 0.06% | +1,398+73.0% | Added |
| National Bank of Canada | 3,420 | $608.2K | 0.00% | −27−0.8% | Reduced |
| Erste Asset Management GmbH | 3,400 | $608.3K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,409 | $609.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,454 | $617.9K | 0.00% | −2,709−44.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,486 | $618.0K | 0.00% | +141+4.2% | Added |
| Ironwood Investment Counsel, LLC | 3,496 | $625.3K | 0.12% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,500 | $626.0K | 0.10% | −250−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,518 | $629.0K | 0.00% | −764−17.8% | Reduced |
| Maryland State Retirement & Pension System | 3,565 | $637.7K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,567 | $638.0K | 0.01% | −8,342−70.0% | Reduced |
| Burt Wealth Advisors | 3,572 | $638.9K | 0.18% | −1,786−33.3% | Reduced |
| JustInvest LLC | 3,575 | $639.5K | 0.02% | −589−14.1% | Reduced |
| Numerai GP LLC | 3,659 | $654.5K | 0.23% | +3,659 | New |
| Wade G W & Inc | 3,671 | $657.0K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,718 | $665.0K | 0.42% | −491−11.7% | Reduced |
| Gulf International Bank (UK) Ltd | 3,787 | $677.0K | 0.02% | −448−10.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,800 | $679.7K | 0.00% | +2,400+171.4% | Added |
| Baron Wealth Management LLC | 3,805 | $680.6K | 0.37% | −10.0% | Reduced |
| Comerica Bank | 3,812 | $681.8K | 0.00% | −751−16.5% | Reduced |
| Bahl & Gaynor Inc | 3,823 | $683.8K | 0.00% | +955+33.3% | Added |
| TD Waterhouse Canada Inc. | 3,857 | $698.5K | 0.01% | +391+11.3% | Added |
| Chicago Trust Co NA | 3,928 | $702.6K | 0.16% | −177−4.3% | Reduced |
| XTX Topco Ltd | 3,962 | $708.7K | 0.16% | +3,962 | New |
| Forum Financial Management, LP | 4,033 | $721.4K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 4,053 | $725.0K | 0.49% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,058 | $725.9K | 0.08% | +4,058 | New |
| Assetmark, Inc | 4,070 | $728.0K | 0.00% | +274+7.2% | Added |
| Congress Wealth Management LLC | 4,089 | $731.4K | 0.01% | +7+0.2% | Added |
| Northeast Financial Consultants Inc | 4,100 | $733.4K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,229 | $756.4K | 0.01% | +4,229 | New |
| Embree Financial Group | 4,312 | $771.3K | 0.16% | +4,312 | New |
| Sciencast Management LP | 4,362 | $780.2K | 0.43% | +1,268+41.0% | Added |
| Cetera Advisors LLC | 4,370 | $781.7K | 0.01% | +517+13.4% | Added |
| Illinois Municipal Retirement Fund | 4,527 | $810.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,551 | $814.0K | 0.02% | +2,552+127.7% | Added |
| Quantinno Capital Management LP | 4,587 | $820.0K | 0.03% | −1,051−18.6% | Reduced |
| Amalgamated Bank | 4,607 | $824.0K | 0.01% | −801−14.8% | Reduced |
| Bank of Nova Scotia | 4,611 | $824.7K | 0.00% | +4,611 | New |
| Mariner, LLC | 4,635 | $829.0K | 0.00% | +280+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,700 | $840.7K | 0.00% | −347−6.9% | Reduced |
| Jump Financial, LLC | 5,011 | $896.3K | 0.03% | +1,125+29.0% | Added |
| Nomura Holdings Inc | 5,016 | $897.2K | 0.01% | +5,016 | New |
| British Columbia Investment Management Corp | 5,036 | $900.8K | 0.01% | +1,071+27.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,068 | $907.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,214 | $932.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,274 | $943.4K | 0.10% | +5,274 | New |
| Janus Henderson Group PLC | 5,469 | $978.4K | 0.00% | −33−0.6% | Reduced |
| Telemus Capital, LLC | 5,523 | $987.9K | 0.08% | −225−3.9% | Reduced |
| CIBC Asset Management Inc | 5,535 | $990.0K | 0.00% | −54−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,538 | $990.5K | 0.00% | +759+15.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 5,562 | $994.9K | 0.10% | +972+21.2% | Added |
| Xponance, Inc. | 5,588 | $999.5K | 0.01% | −403−6.7% | Reduced |
| Kestra Advisory Services, LLC | 5,622 | $1.01M | 0.01% | +1,060+23.2% | Added |
| Creative Planning | 5,666 | $1.01M | 0.00% | +335+6.3% | Added |
| IFM Investors Pty Ltd | 5,739 | $1.03M | 0.01% | −533−8.5% | Reduced |
| Gardner Lewis Asset Management L P | 5,763 | $1.03M | 0.36% | +5,763 | New |
| Equitable Trust Co | 5,835 | $1.04M | 0.08% | −198−3.3% | Reduced |
| IHT Wealth Management, LLC | 5,883 | $1.05M | 0.05% | −20.0% | Reduced |
| CWM Advisors, LLC | 5,982 | $1.07M | 0.12% | −41−0.7% | Reduced |
| Cerity Partners LLC | 6,083 | $1.09M | 0.00% | +616+11.3% | Added |
| FDx Advisors, Inc. | 6,228 | $1.11M | 0.09% | −946−13.2% | Reduced |
| Verity Asset Management, Inc. | 6,261 | $1.12M | 0.72% | −18−0.3% | Reduced |
| FORA Capital, LLC | 6,357 | $1.14M | 0.10% | −1,075−14.5% | Reduced |
| AE Wealth Management LLC | 6,503 | $1.19M | 0.01% | +71+1.1% | Added |
| Captrust Financial Advisors | 6,723 | $1.20M | 0.00% | +83+1.3% | Added |
| Voya Financial Advisors, Inc. | 6,790 | $1.22M | 0.15% | −18−0.3% | Reduced |
| Moors & Cabot, Inc. | 6,861 | $1.23M | 0.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,925 | $1.24M | 0.68% | 00.0% | Unchanged |
| Tredje AP-fonden | 6,930 | $1.24M | 0.02% | +6,930 | New |
| Anthracite Investment Company, Inc. | 7,000 | $1.25M | 0.81% | +7,000 | New |
| Eos Management, L.P. | 7,158 | $1.28M | 0.57% | −620−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,268 | $1.30M | 0.00% | +2,168+42.5% | Added |
| Park Avenue Securities LLC | 7,366 | $1.32M | 0.02% | −2,779−27.4% | Reduced |
| Marcum Wealth, LLC | 7,652 | $1.37M | 0.15% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,671 | $1.37M | 0.00% | −2,650−25.7% | Reduced |