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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 715 | $136.6K | 0.00% | −10−1.4% | Reduced |
| GAMMA Investing LLC | 734 | $140.2K | 0.03% | +153+26.3% | Added |
| Macquarie Group Ltd | 793 | $146.9K | 0.00% | +24+3.1% | Added |
| GHP Investment Advisors, Inc. | 791 | $151.1K | 0.01% | +1+0.1% | Added |
| Osterweis Capital Management Inc | 791 | $151.1K | 0.01% | −10−1.2% | Reduced |
| Centaurus Financial, Inc. | 857 | $164.0K | 0.01% | −25−2.8% | Reduced |
| Walleye Capital LLC | 891 | $170.2K | 0.00% | +891 | New |
| Allianz Asset Management GmbH | 900 | $171.9K | 0.00% | −1,906−67.9% | Reduced |
| HighMark Wealth Management LLC | 904 | $172.7K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 969 | $185.1K | 0.00% | −49−4.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $191.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,002 | $191.0K | 0.00% | +129+14.8% | Added |
| Vestcor Inc | 1,007 | $192.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,030 | $196.0K | 0.01% | −230−18.3% | Reduced |
| Smartleaf Asset Management LLC | 1,033 | $200.8K | 0.04% | +140+15.7% | Added |
| MAI Capital Management | 1,058 | $202.0K | 0.00% | −1,446−57.7% | Reduced |
| Firestone Capital Management | 1,066 | $203.6K | 0.06% | +1,066 | New |
| Grey Street Capital, LLC | 1,082 | $206.7K | 0.03% | +1,082 | New |
| nVerses Capital, LLC | 1,100 | $210.1K | 0.50% | +1,100 | New |
| TownSquare Capital, LLC | 1,106 | $211.2K | 0.00% | +1,106 | New |
| Venturi Wealth Management, LLC | 1,110 | $212.0K | 0.01% | +1+0.1% | Added |
| Teacher Retirement System of Texas | 1,113 | $213.0K | 0.00% | −898−44.7% | Reduced |
| Anchor Investment Management, LLC | 1,117 | $213.3K | 0.02% | −20−1.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,120 | $213.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,152 | $220.1K | 0.00% | +1,052+1,052.0% | Added |
| QRG Capital Management, Inc. | 1,176 | $224.6K | 0.00% | +1,176 | New |
| Polymer Capital Management (HK) LTD | 1,180 | $225.4K | 0.06% | +1,180 | New |
| TrinityPoint Wealth, LLC | 1,191 | $227.5K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,200 | $229.2K | 0.01% | +1,200 | New |
| Prime Capital Investment Advisors, LLC | 1,204 | $230.0K | 0.00% | +8+0.7% | Added |
| Ieq Capital, LLC | 1,205 | $230.1K | 0.00% | +12+1.0% | Added |
| Essex LLC | 1,205 | $230.2K | 0.05% | −50−4.0% | Reduced |
| Emerald Advisers, LLC | 1,208 | $230.7K | 0.01% | +1,208 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $233.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,225 | $234.0K | 0.00% | +1,225 | New |
| Montag A & Associates Inc | 1,238 | $236.5K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,239 | $236.6K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,269 | $242.0K | 0.05% | +48+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $247.3K | 0.14% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 1,300 | $248.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,331 | $254.0K | 0.01% | +1,331 | New |
| Redwood Investments, LLC | 1,340 | $255.9K | 0.07% | −11−0.8% | Reduced |
| Calamos Wealth Management LLC | 1,360 | $259.8K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,385 | $264.5K | 0.00% | +35+2.6% | Added |
| Fidelis Capital Partners, LLC | 1,391 | $265.7K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,393 | $266.2K | 0.00% | −45−3.1% | Reduced |
| FineMark National Bank & Trust | 1,396 | $266.6K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,415 | $270.3K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,423 | $271.8K | 0.01% | −375−20.9% | Reduced |
| Walleye Trading LLC | 1,429 | $272.9K | 0.00% | +1,429 | New |
| Rehmann Capital Advisory Group | 1,434 | $273.9K | 0.02% | −35−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 1,436 | $274.3K | 0.05% | −1,453−50.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,437 | $274.5K | 0.00% | +164+12.9% | Added |
| Prudential PLC | 1,440 | $275.0K | 0.00% | +1,440 | New |
| Symmetry Partners, LLC | 1,449 | $277.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,468 | $280.4K | 0.01% | −34−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,490 | $280.5K | 0.00% | +155+11.6% | Added |
| Concurrent Investment Advisors, LLC | 1,477 | $282.1K | 0.01% | −126−7.9% | Reduced |
| Oppenheimer & Co Inc | 1,483 | $283.3K | 0.00% | −73−4.7% | Reduced |
| Wolverine Trading, LLC | 1,495 | $285.5K | 0.00% | −2,734−64.6% | Reduced |
| Synovus Financial Corp | 1,500 | $286.5K | 0.00% | 00.0% | Unchanged |
| Forte Capital LLC | 1,512 | $288.8K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,577 | $301.2K | 0.01% | +9+0.6% | Added |
| Coldstream Capital Management Inc | 1,594 | $304.5K | 0.01% | +1,594 | New |
| Hennion & Walsh Asset Management, Inc. | 1,608 | $307.1K | 0.02% | +1,608 | New |
| Eagle Global Advisors LLC | 1,661 | $317.2K | 0.02% | +184+12.5% | Added |
| Valeo Financial Advisors, LLC | 1,550 | $317.4K | 0.01% | +4+0.3% | Added |
| Old National Bancorp | 1,663 | $317.6K | 0.01% | −122−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,671 | $319.2K | 0.00% | +32+2.0% | Added |
| Aviva PLC | 1,744 | $333.1K | 0.00% | +64+3.8% | Added |
| Virtus Investment Advisers, Inc. | 1,788 | $341.5K | 0.24% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,792 | $342.3K | 0.00% | +573+47.0% | Added |
| Csenge Advisory Group | 1,802 | $344.2K | 0.02% | −6−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,814 | $346.0K | 0.00% | +159+9.6% | Added |
| Glenmede Trust Co NA | 1,826 | $348.8K | 0.00% | −32−1.7% | Reduced |
| Stephens Inc | 1,838 | $351.1K | 0.01% | +91+5.2% | Added |
| Advisory Services Network, LLC | 1,847 | $352.8K | 0.01% | +5+0.3% | Added |
| United Capital Financial Advisers, LLC | 1,889 | $360.8K | 0.00% | −7−0.4% | Reduced |
| Motley Fool Asset Management LLC | 1,897 | $362.3K | 0.02% | −60−3.1% | Reduced |
| Concorde Asset Management, LLC | 1,923 | $367.4K | 0.25% | −39−2.0% | Reduced |
| RKL Wealth Management LLC | 1,927 | $368.1K | 0.04% | +1+0.1% | Added |
| Savant Capital, LLC | 1,930 | $368.7K | 0.00% | −650−25.2% | Reduced |
| First Hawaiian Bank | 1,950 | $372.4K | 0.01% | −77−3.8% | Reduced |
| GM Advisory Group, Inc. | 1,983 | $378.8K | 0.03% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,985 | $379.1K | 0.01% | +750+60.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,237 | $380.4K | 0.00% | +1,926+619.3% | Added |
| Integrated Investment Consultants, LLC | 2,031 | $387.9K | 0.11% | −13−0.6% | Reduced |
| Empowered Funds, LLC | 2,032 | $388.1K | 0.01% | +2,032 | New |
| Belpointe Asset Management LLC | 2,056 | $392.7K | 0.03% | +2,056 | New |
| Fortis Capital Advisors, LLC | 2,056 | $392.7K | 0.17% | +2,056 | New |
| Connecticut Wealth Management, LLC | 2,075 | $396.3K | 0.02% | −23−1.1% | Reduced |
| Wendell David Associates Inc | 2,115 | $404.0K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,138 | $408.4K | 0.00% | −139−6.1% | Reduced |
| Bleakley Financial Group, LLC | 2,154 | $411.4K | 0.01% | +9+0.4% | Added |
| Simplicity Wealth,LLC | 2,154 | $411.4K | 0.01% | +2,154 | New |
| LJI Wealth Management, LLC | 2,200 | $420.2K | 0.11% | −132−5.7% | Reduced |
| Canada Pension Plan Investment Board | 2,253 | $430.3K | 0.00% | −24,957−91.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,316 | $442.0K | 0.01% | −97−4.0% | Reduced |
| Parkside Financial Bank & Trust | 2,344 | $447.7K | 0.07% | +298+14.6% | Added |
| Intech Investment Management LLC | 2,372 | $453.1K | 0.01% | −7,154−75.1% | Reduced |