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, Q1 2024
Institutional positions in Heico Corp as of Mar 31, 2024. 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
- 518
- +27 vs. Q4 2023
- Shares held
- 38.2M
- +614.7K (+1.6%) vs. Q4 2023
- Total value
- $7.29B
- +$570.3M (+8.5%) vs. Q4 2023
- New holders
- 63
- 174 more added
- Sold out
- 36
- 173 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 0 | $12 | 0.00% | 0 | New |
| Ronald Blue Trust, Inc. | 1 | $191 | 0.00% | −544−99.8% | Reduced |
| MV Capital Management, Inc. | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $382 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $382 | 0.00% | +1+100.0% | Added |
| LifeSteps Financial, Inc. | 2 | $382 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $573 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $716 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $764 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $764 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $955 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $955 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 11 | $1.97K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Bruce G. Allen Investments, LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $3.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $3.68K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 22 | $4.20K | 0.00% | −133−85.8% | Reduced |
| Raffa Wealth Management, LLC | 28 | $5.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $5.53K | 0.00% | +26 | New |
| LRI Investments, LLC | 29 | $5.54K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 29 | $5.54K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $7.64K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $7.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $8.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $8.60K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $8.98K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $9.36K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $9.55K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $9.75K | 0.00% | +9+23.7% | Added |
| Valued Wealth Advisors LLC | 52 | $9.95K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 55 | $10.5K | 0.00% | +55 | New |
| Whittier Trust Co of Nevada Inc | 56 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 59 | $11.3K | 0.00% | +59 | New |
| Assetmark, Inc | 60 | $11.5K | 0.00% | −4,010−98.5% | Reduced |
| Global Retirement Partners, LLC | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $18.7K | 0.01% | +98 | New |
| Annapolis Financial Services, LLC | 99 | $18.9K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 101 | $19.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 103 | $19.7K | 0.01% | +103 | New |
| West Oak Capital, LLC | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $26.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 138 | $26.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 141 | $26.9K | 0.00% | +12+9.3% | Added |
| Lindbrook Capital, LLC | 143 | $27.3K | 0.00% | +8+5.9% | Added |
| Truvestments Capital LLC | 145 | $27.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 151 | $28.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167 | $32.0K | 0.00% | −4−2.3% | Reduced |
| Farther Finance Advisors, LLC | 171 | $32.2K | 0.00% | +76+80.0% | Added |
| National Bank of Canada | 169 | $36.4K | 0.00% | −3,251−95.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $37.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 196 | $37.4K | 0.01% | +196 | New |
| Fifth Third Bancorp | 204 | $39.0K | 0.00% | +1+0.5% | Added |
| First Manhattan Co | 214 | $40.9K | 0.00% | −100−31.8% | Reduced |
| Quadrant Capital Group LLC | 227 | $43.4K | 0.00% | −2−0.9% | Reduced |
| Proequities, Inc. | 238 | $45.5K | 0.00% | −1,434−85.8% | Reduced |
| Colonial Trust Co | 239 | $46.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 245 | $46.8K | 0.00% | +142+137.9% | Added |
| Massmutual Trust Co FSB | 251 | $47.9K | 0.00% | +7+2.9% | Added |
| Principal Securities, Inc. | 263 | $50.2K | 0.00% | −597−69.4% | Reduced |
| TFC Financial Management | 265 | $50.6K | 0.01% | +1+0.4% | Added |
| Cornerstone Planning Group LLC | 264 | $55.8K | 0.02% | −72−21.4% | Reduced |
| Tortoise Investment Management, LLC | 301 | $57.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 308 | $58.0K | 0.01% | +48+18.5% | Added |
| Allworth Financial LP | 315 | $60.2K | 0.00% | +33+11.7% | Added |
| Covestor Ltd | 339 | $65.0K | 0.04% | −73−17.7% | Reduced |
| Harbour Investments, Inc. | 341 | $65.1K | 0.00% | −26−7.1% | Reduced |
| IFP Advisors, Inc | 344 | $65.7K | 0.00% | +289+525.5% | Added |
| Tower Research Capital LLC (TRC) | 345 | $65.9K | 0.00% | −54−13.5% | Reduced |
| Ci Investments Inc. | 358 | $68.0K | 0.00% | +55+18.2% | Added |
| Spire Wealth Management | 367 | $70.1K | 0.00% | +124+51.0% | Added |
| Huntington National Bank | 370 | $70.7K | 0.00% | +39+11.8% | Added |
| JJJ Advisors Inc. | 379 | $72.4K | 0.02% | −13−3.3% | Reduced |
| Rakuten Investment Management, Inc. | 379 | $72.4K | 0.00% | +348+1,122.6% | Added |
| Balentine LLC | 379 | $72.4K | 0.00% | −15−3.8% | Reduced |
| Park Place Capital Corp | 391 | $74.7K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $78.3K | 0.03% | +130+46.4% | Added |
| TD Private Client Wealth LLC | 420 | $80.2K | 0.00% | −33−7.3% | Reduced |
| Leonteq Securities AG | 469 | $89.6K | 0.01% | −517−52.4% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $91.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 481 | $91.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 505 | $96.5K | 0.01% | −5−1.0% | Reduced |
| Sunbelt Securities, Inc. | 523 | $99.9K | 0.01% | −56−9.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 529 | $101.0K | 0.00% | +479+958.0% | Added |
| Plante Moran Financial Advisors, LLC | 542 | $103.5K | 0.01% | +2+0.4% | Added |
| UniSuper Management Pty Ltd | 600 | $114.6K | 0.00% | +300+100.0% | Added |
| Hantz Financial Services, Inc. | 615 | $117.0K | 0.00% | −155−20.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $133.7K | 0.04% | 00.0% | Unchanged |