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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 7,366 | $1.32M | 0.02% | −2,779−27.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,268 | $1.30M | 0.00% | +2,168+42.5% | Added |
| Eos Management, L.P. | 7,158 | $1.28M | 0.57% | −620−8.0% | Reduced |
| Anthracite Investment Company, Inc. | 7,000 | $1.25M | 0.81% | +7,000 | New |
| Tredje AP-fonden | 6,930 | $1.24M | 0.02% | +6,930 | New |
| Mezzasalma Advisors, LLC | 6,925 | $1.24M | 0.68% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,861 | $1.23M | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,790 | $1.22M | 0.15% | −18−0.3% | Reduced |
| Captrust Financial Advisors | 6,723 | $1.20M | 0.00% | +83+1.3% | Added |
| AE Wealth Management LLC | 6,503 | $1.19M | 0.01% | +71+1.1% | Added |
| FORA Capital, LLC | 6,357 | $1.14M | 0.10% | −1,075−14.5% | Reduced |
| Verity Asset Management, Inc. | 6,261 | $1.12M | 0.72% | −18−0.3% | Reduced |
| FDx Advisors, Inc. | 6,228 | $1.11M | 0.09% | −946−13.2% | Reduced |
| Cerity Partners LLC | 6,083 | $1.09M | 0.00% | +616+11.3% | Added |
| CWM Advisors, LLC | 5,982 | $1.07M | 0.12% | −41−0.7% | Reduced |
| IHT Wealth Management, LLC | 5,883 | $1.05M | 0.05% | −20.0% | Reduced |
| Equitable Trust Co | 5,835 | $1.04M | 0.08% | −198−3.3% | Reduced |
| Gardner Lewis Asset Management L P | 5,763 | $1.03M | 0.36% | +5,763 | New |
| IFM Investors Pty Ltd | 5,739 | $1.03M | 0.01% | −533−8.5% | Reduced |
| Creative Planning | 5,666 | $1.01M | 0.00% | +335+6.3% | Added |
| Kestra Advisory Services, LLC | 5,622 | $1.01M | 0.01% | +1,060+23.2% | Added |
| Xponance, Inc. | 5,588 | $999.5K | 0.01% | −403−6.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 5,562 | $994.9K | 0.10% | +972+21.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,538 | $990.5K | 0.00% | +759+15.9% | Added |
| CIBC Asset Management Inc | 5,535 | $990.0K | 0.00% | −54−1.0% | Reduced |
| Telemus Capital, LLC | 5,523 | $987.9K | 0.08% | −225−3.9% | Reduced |
| Janus Henderson Group PLC | 5,469 | $978.4K | 0.00% | −33−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 5,274 | $943.4K | 0.10% | +5,274 | New |
| Panagora Asset Management Inc | 5,214 | $932.6K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,068 | $907.0K | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 5,036 | $900.8K | 0.01% | +1,071+27.0% | Added |
| Nomura Holdings Inc | 5,016 | $897.2K | 0.01% | +5,016 | New |
| Jump Financial, LLC | 5,011 | $896.3K | 0.03% | +1,125+29.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,700 | $840.7K | 0.00% | −347−6.9% | Reduced |
| Mariner, LLC | 4,635 | $829.0K | 0.00% | +280+6.4% | Added |
| Bank of Nova Scotia | 4,611 | $824.7K | 0.00% | +4,611 | New |
| Amalgamated Bank | 4,607 | $824.0K | 0.01% | −801−14.8% | Reduced |
| Quantinno Capital Management LP | 4,587 | $820.0K | 0.03% | −1,051−18.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,551 | $814.0K | 0.02% | +2,552+127.7% | Added |
| Illinois Municipal Retirement Fund | 4,527 | $810.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,370 | $781.7K | 0.01% | +517+13.4% | Added |
| Sciencast Management LP | 4,362 | $780.2K | 0.43% | +1,268+41.0% | Added |
| Embree Financial Group | 4,312 | $771.3K | 0.16% | +4,312 | New |
| Wolverine Trading, LLC | 4,229 | $756.4K | 0.01% | +4,229 | New |
| Northeast Financial Consultants Inc | 4,100 | $733.4K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 4,089 | $731.4K | 0.01% | +7+0.2% | Added |
| Assetmark, Inc | 4,070 | $728.0K | 0.00% | +274+7.2% | Added |
| Bayesian Capital Management, LP | 4,058 | $725.9K | 0.08% | +4,058 | New |
| Lagoda Investment Management, L.P. | 4,053 | $725.0K | 0.49% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,033 | $721.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,962 | $708.7K | 0.16% | +3,962 | New |
| Chicago Trust Co NA | 3,928 | $702.6K | 0.16% | −177−4.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,857 | $698.5K | 0.01% | +391+11.3% | Added |
| Bahl & Gaynor Inc | 3,823 | $683.8K | 0.00% | +955+33.3% | Added |
| Comerica Bank | 3,812 | $681.8K | 0.00% | −751−16.5% | Reduced |
| Baron Wealth Management LLC | 3,805 | $680.6K | 0.37% | −10.0% | Reduced |
| Ensign Peak Advisors, Inc | 3,800 | $679.7K | 0.00% | +2,400+171.4% | Added |
| Gulf International Bank (UK) Ltd | 3,787 | $677.0K | 0.02% | −448−10.6% | Reduced |
| Virtus ETF Advisers LLC | 3,718 | $665.0K | 0.42% | −491−11.7% | Reduced |
| Wade G W & Inc | 3,671 | $657.0K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 3,659 | $654.5K | 0.23% | +3,659 | New |
| JustInvest LLC | 3,575 | $639.5K | 0.02% | −589−14.1% | Reduced |
| Burt Wealth Advisors | 3,572 | $638.9K | 0.18% | −1,786−33.3% | Reduced |
| Verition Fund Management LLC | 3,567 | $638.0K | 0.01% | −8,342−70.0% | Reduced |
| Maryland State Retirement & Pension System | 3,565 | $637.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,518 | $629.0K | 0.00% | −764−17.8% | Reduced |
| Lodestar Private Asset Management LLC | 3,500 | $626.0K | 0.10% | −250−6.7% | Reduced |
| Ironwood Investment Counsel, LLC | 3,496 | $625.3K | 0.12% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,486 | $618.0K | 0.00% | +141+4.2% | Added |
| Cresset Asset Management, LLC | 3,454 | $617.9K | 0.00% | −2,709−44.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,409 | $609.8K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,400 | $608.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,420 | $608.2K | 0.00% | −27−0.8% | Reduced |
| Petrus Trust Company, LTA | 3,313 | $592.6K | 0.06% | +1,398+73.0% | Added |
| Qsemble Capital Management, LP | 3,252 | $581.7K | 0.15% | +3,252 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,212 | $574.5K | 0.01% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,206 | $573.5K | 0.42% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,129 | $559.7K | 0.30% | 00.0% | Unchanged |
| Inceptionr LLC | 3,096 | $553.8K | 0.40% | +3,096 | New |
| Gotham Asset Management, LLC | 3,055 | $546.4K | 0.01% | −1,043−25.5% | Reduced |
| Ostrum Asset Management | 3,053 | $546.1K | 0.05% | +13+0.4% | Added |
| Crescent Grove Advisors, LLC | 3,000 | $536.6K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,918 | $521.9K | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,889 | $516.8K | 0.07% | −3,684−56.0% | Reduced |
| Spouting Rock Asset Management, LLC | 2,887 | $516.4K | 0.19% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,835 | $507.0K | 0.00% | +200+7.6% | Added |
| Commerce Bank | 2,824 | $505.1K | 0.00% | +88+3.2% | Added |
| Allianz Asset Management GmbH | 2,806 | $501.9K | 0.00% | +2,806 | New |
| MGB Wealth Management, LLC | 2,700 | $483.0K | 0.24% | +2,700 | New |
| Prudential Financial Inc | 2,667 | $477.1K | 0.00% | +10+0.4% | Added |
| Carlson Capital Management | 2,612 | $467.2K | 0.02% | −19−0.7% | Reduced |
| Savant Capital, LLC | 2,580 | $461.6K | 0.01% | +667+34.9% | Added |
| Wedbush Securities Inc | 2,564 | $459.0K | 0.02% | −86−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,554 | $456.8K | 0.00% | +2,554 | New |
| MetLife Investment Management | 2,551 | $456.3K | 0.00% | −35−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,535 | $453.4K | 0.01% | +35+1.4% | Added |
| Pathstone Holdings, LLC | 2,514 | $449.7K | 0.00% | +2,514 | New |
| MAI Capital Management | 2,504 | $447.9K | 0.01% | +1,104+78.9% | Added |
| Qtron Investments LLC | 2,495 | $446.3K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 2,450 | $438.2K | 0.00% | 00.0% | Unchanged |