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 |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 2,432 | $435.0K | 0.06% | +50+2.1% | 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 |
| Moody Lynn & Lieberson, LLC | 2,395 | $428.4K | 0.03% | +60+2.6% | Added |
| Ethic Inc. | 2,335 | $417.7K | 0.01% | −71−3.0% | Reduced |
| LJI Wealth Management, LLC | 2,332 | $417.1K | 0.11% | 00.0% | Unchanged |
| Capula Management Ltd | 2,295 | $410.5K | 0.03% | +2,295 | New |
| Wealthfront Advisers LLC | 2,277 | $407.3K | 0.00% | +42+1.9% | Added |
| National Wealth Management Group, LLC | 2,197 | $393.0K | 0.38% | +2,197 | New |
| Virtu Financial LLC | 2,190 | $392.0K | 0.03% | +2,190 | New |
| Connectus Wealth, LLC | 2,171 | $388.3K | 0.01% | +2,171 | 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 |
| Vident Advisory, LLC | 2,134 | $381.7K | 0.01% | +2,134 | New |
| Wendell David Associates Inc | 2,115 | $378.0K | 0.04% | +5+0.2% | Added |
| Connecticut Wealth Management, LLC | 2,098 | $375.3K | 0.02% | +32+1.5% | Added |
| Parkside Financial Bank & Trust | 2,046 | $366.0K | 0.07% | +164+8.7% | Added |
| Integrated Investment Consultants, LLC | 2,044 | $365.6K | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,027 | $362.6K | 0.01% | −233−10.3% | Reduced |
| Teacher Retirement System of Texas | 2,011 | $360.0K | 0.00% | −1,370−40.5% | Reduced |
| GM Advisory Group, Inc. | 1,983 | $354.7K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,962 | $351.0K | 0.24% | −16−0.8% | Reduced |
| Motley Fool Asset Management LLC | 1,957 | $350.0K | 0.03% | −201−9.3% | Reduced |
| RKL Wealth Management LLC | 1,926 | $344.5K | 0.04% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,900 | $339.9K | 0.30% | +124+7.0% | Added |
| United Capital Financial Advisers, LLC | 1,896 | $339.1K | 0.00% | +1,896 | New |
| Glenmede Trust Co NA | 1,858 | $332.3K | 0.00% | +13+0.7% | Added |
| Advisory Services Network, LLC | 1,842 | $329.5K | 0.01% | −122−6.2% | Reduced |
| Csenge Advisory Group | 1,808 | $323.4K | 0.02% | −16−0.9% | Reduced |
| Quotient Wealth Partners, LLC | 1,798 | $321.6K | 0.01% | +1,798 | New |
| Virtus Investment Advisers, Inc. | 1,788 | $319.8K | 0.24% | 00.0% | Unchanged |
| Old National Bancorp | 1,785 | $319.3K | 0.01% | −28−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,766 | $315.8K | 0.01% | +1,766 | New |
| Stephens Inc | 1,747 | $312.5K | 0.01% | +1,747 | New |
| David R. Rahn & Associates Inc. | 1,717 | $307.1K | 0.13% | +347+25.3% | Added |
| Semanteon Capital Management, LP | 1,701 | $304.3K | 0.21% | +1,701 | New |
| Aviva PLC | 1,680 | $300.5K | 0.00% | −3,668−68.6% | Reduced |
| Proequities, Inc. | 1,672 | $299.1K | 0.02% | −1,716−50.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $296.0K | 0.00% | −2,165−56.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,639 | $293.2K | 0.00% | +18+1.1% | Added |
| 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 |
| Concurrent Investment Advisors, LLC | 1,603 | $286.7K | 0.01% | +1,603 | New |
| Mutual Advisors, LLC | 1,568 | $280.5K | 0.01% | −3−0.2% | Reduced |
| Ossiam | 1,563 | $279.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,556 | $278.3K | 0.01% | +19+1.2% | Added |
| Valeo Financial Advisors, LLC | 1,546 | $276.5K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 1,539 | $275.3K | 0.06% | −2,560−62.5% | Reduced |
| Forte Capital LLC | 1,512 | $270.5K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,502 | $268.7K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,500 | $268.3K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,477 | $264.2K | 0.02% | +1,477 | New |
| Rehmann Capital Advisory Group | 1,469 | $262.8K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,449 | $259.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,438 | $257.3K | 0.00% | +123+9.4% | Added |
| King Luther Capital Management Corp | 1,415 | $253.1K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,396 | $249.7K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,391 | $248.8K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,360 | $243.3K | 0.02% | 00.0% | Unchanged |
| Redwood Investments, LLC | 1,351 | $241.7K | 0.06% | −19,231−93.4% | Reduced |
| Tocqueville Asset Management L.P. | 1,350 | $241.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,335 | $238.8K | 0.00% | +1,335 | New |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $231.6K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,294 | $231.0K | 0.00% | −6,287−82.9% | Reduced |
| Desjardins Global Asset Management Inc. | 1,465 | $229.8K | 0.02% | +107+7.9% | Added |
| Avantax Advisory Services, Inc. | 1,273 | $227.7K | 0.00% | +1,273 | New |
| Picton Mahoney Asset Management | 1,260 | $226.0K | 0.01% | −35−2.7% | Reduced |
| Essex LLC | 1,255 | $224.5K | 0.06% | −10−0.8% | Reduced |
| Powell Investment Advisors, LLC | 1,239 | $221.6K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,238 | $221.4K | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,235 | $220.9K | 0.01% | +1,235 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $218.2K | 0.05% | +1,220 | New |
| CIBC World Markets Corp | 1,219 | $218.0K | 0.00% | +1,219 | New |
| Benjamin Edwards Inc | 1,221 | $218.0K | 0.05% | +6+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,208 | $216.1K | 0.00% | +1,208 | New |
| Prime Capital Investment Advisors, LLC | 1,196 | $213.9K | 0.00% | +1,196 | New |
| Ieq Capital, LLC | 1,193 | $213.3K | 0.00% | −1,435−54.6% | Reduced |
| TrinityPoint Wealth, LLC | 1,191 | $213.1K | 0.04% | +1,191 | New |
| Anchor Investment Management, LLC | 1,137 | $203.4K | 0.02% | −62−5.2% | Reduced |
| Jefferies Financial Group Inc. | 1,136 | $203.2K | 0.00% | +1,136 | New |
| Sequoia Financial Advisors, LLC | 1,129 | $201.9K | 0.00% | +1,129 | New |
| Beaumont Financial Advisors, LLC | 1,120 | $200.3K | 0.02% | +1,120 | New |
| Venturi Wealth Management, LLC | 1,109 | $198.4K | 0.01% | +2+0.2% | Added |
| Signaturefd, LLC | 1,018 | $182.1K | 0.00% | +60+6.3% | Added |
| Vestcor Inc | 1,007 | $180.0K | 0.01% | −27−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $178.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 986 | $176.4K | 0.02% | −2,209−69.1% | Reduced |
| HighMark Wealth Management LLC | 904 | $161.7K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 893 | $159.9K | 0.04% | +893 | New |
| WCM Investment Management, LLC | 883 | $158.1K | 0.00% | +329+59.4% | Added |
| Centaurus Financial, Inc. | 882 | $158.0K | 0.01% | −64−6.8% | Reduced |
| CWM, LLC | 873 | $156.0K | 0.00% | +23+2.7% | Added |
| Principal Securities, Inc. | 860 | $153.8K | 0.01% | +860 | New |
| Osterweis Capital Management Inc | 801 | $143.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 790 | $141.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 770 | $138.0K | 0.00% | −45−5.5% | Reduced |
| Macquarie Group Ltd | 769 | $137.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 725 | $129.7K | 0.00% | −19−2.6% | Reduced |