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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 366,246 | $70.0M | 0.02% | +6,374+1.8% | Added |
| Goldman Sachs Group Inc | 370,649 | $70.8M | 0.01% | −5,457−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 404,251 | $77.2M | 0.02% | +6,828+1.7% | Added |
| Credit Suisse AG | 419,048 | $80.0M | 0.08% | −64,430−13.3% | Reduced |
| Fred Alger Management, LLC | 475,496 | $90.8M | 0.45% | −95,654−16.7% | Reduced |
| Baird Financial Group, Inc. | 548,217 | $104.7M | 0.22% | −6,940−1.3% | Reduced |
| Agf Management Ltd | 587,320 | $112.2M | 0.62% | +571,112+3,523.6% | Added |
| Federated Hermes, Inc. | 594,492 | $113.5M | 0.26% | +27,389+4.8% | Added |
| Geode Capital Management, LLC | 680,786 | $129.8M | 0.01% | +13,483+2.0% | Added |
| American Century Companies Inc | 696,092 | $133.0M | 0.08% | −73,870−9.6% | Reduced |
| Morgan Stanley | 863,353 | $164.9M | 0.01% | +202,533+30.6% | Added |
| Riverbridge Partners LLC | 1,114,372 | $212.8M | 2.60% | −31,202−2.7% | Reduced |
| State Street Corp | 1,542,122 | $294.5M | 0.01% | +6,633+0.4% | Added |
| Lazard Asset Management LLC | 1,673,052 | $319.6M | 0.39% | −21,636−1.3% | Reduced |
| Capital International Investors | 2,016,076 | $385.1M | 0.08% | +74,730+3.8% | Added |
| Capital World Investors | 3,225,091 | $616.0M | 0.10% | −51,235−1.6% | Reduced |
| Vanguard Group Inc | 3,618,813 | $691.2M | 0.01% | −1,914−0.1% | Reduced |
| BlackRock Inc. | 4,922,172 | $940.1M | 0.02% | −72,613−1.5% | Reduced |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −24,523−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −22,961−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,503−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Telemus Capital, LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |