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 |
|---|---|---|---|---|---|
| Grey Street Capital, LLC | 1,082 | $206.7K | 0.03% | +1,082 | New |
| Firestone Capital Management | 1,066 | $203.6K | 0.06% | +1,066 | New |
| MAI Capital Management | 1,058 | $202.0K | 0.00% | −1,446−57.7% | Reduced |
| Smartleaf Asset Management LLC | 1,033 | $200.8K | 0.04% | +140+15.7% | Added |
| Picton Mahoney Asset Management | 1,030 | $196.0K | 0.01% | −230−18.3% | Reduced |
| Vestcor Inc | 1,007 | $192.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 969 | $185.1K | 0.00% | −49−4.8% | Reduced |
| HighMark Wealth Management LLC | 904 | $172.7K | 0.11% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 900 | $171.9K | 0.00% | −1,906−67.9% | Reduced |
| Walleye Capital LLC | 891 | $170.2K | 0.00% | +891 | New |
| Centaurus Financial, Inc. | 857 | $164.0K | 0.01% | −25−2.8% | Reduced |
| Osterweis Capital Management Inc | 791 | $151.1K | 0.01% | −10−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 791 | $151.1K | 0.01% | +1+0.1% | Added |
| Macquarie Group Ltd | 793 | $146.9K | 0.00% | +24+3.1% | Added |
| GAMMA Investing LLC | 734 | $140.2K | 0.03% | +153+26.3% | Added |
| American International Group, Inc. | 715 | $136.6K | 0.00% | −10−1.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $133.7K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 615 | $117.0K | 0.00% | −155−20.1% | Reduced |
| UniSuper Management Pty Ltd | 600 | $114.6K | 0.00% | +300+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 542 | $103.5K | 0.01% | +2+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 529 | $101.0K | 0.00% | +479+958.0% | Added |
| Sunbelt Securities, Inc. | 523 | $99.9K | 0.01% | −56−9.7% | Reduced |
| AdvisorNet Financial, Inc | 505 | $96.5K | 0.01% | −5−1.0% | Reduced |
| SYSTM Wealth Solutions LLC | 481 | $91.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 480 | $91.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 469 | $89.6K | 0.01% | −517−52.4% | Reduced |
| TD Private Client Wealth LLC | 420 | $80.2K | 0.00% | −33−7.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $78.3K | 0.03% | +130+46.4% | Added |
| Park Place Capital Corp | 391 | $74.7K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 379 | $72.4K | 0.00% | −15−3.8% | Reduced |
| 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 |
| Huntington National Bank | 370 | $70.7K | 0.00% | +39+11.8% | Added |
| Spire Wealth Management | 367 | $70.1K | 0.00% | +124+51.0% | Added |
| Ci Investments Inc. | 358 | $68.0K | 0.00% | +55+18.2% | Added |
| Tower Research Capital LLC (TRC) | 345 | $65.9K | 0.00% | −54−13.5% | Reduced |
| IFP Advisors, Inc | 344 | $65.7K | 0.00% | +289+525.5% | Added |
| Harbour Investments, Inc. | 341 | $65.1K | 0.00% | −26−7.1% | Reduced |
| Covestor Ltd | 339 | $65.0K | 0.04% | −73−17.7% | Reduced |
| Allworth Financial LP | 315 | $60.2K | 0.00% | +33+11.7% | Added |
| NBC Securities, Inc. | 308 | $58.0K | 0.01% | +48+18.5% | Added |
| Tortoise Investment Management, LLC | 301 | $57.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 264 | $55.8K | 0.02% | −72−21.4% | Reduced |
| TFC Financial Management | 265 | $50.6K | 0.01% | +1+0.4% | Added |
| Principal Securities, Inc. | 263 | $50.2K | 0.00% | −597−69.4% | Reduced |
| Massmutual Trust Co FSB | 251 | $47.9K | 0.00% | +7+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 245 | $46.8K | 0.00% | +142+137.9% | Added |
| Colonial Trust Co | 239 | $46.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 238 | $45.5K | 0.00% | −1,434−85.8% | Reduced |
| Quadrant Capital Group LLC | 227 | $43.4K | 0.00% | −2−0.9% | Reduced |
| First Manhattan Co | 214 | $40.9K | 0.00% | −100−31.8% | Reduced |
| Fifth Third Bancorp | 204 | $39.0K | 0.00% | +1+0.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 196 | $37.4K | 0.01% | +196 | New |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $37.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 169 | $36.4K | 0.00% | −3,251−95.1% | Reduced |
| Farther Finance Advisors, LLC | 171 | $32.2K | 0.00% | +76+80.0% | Added |
| Parallel Advisors, LLC | 167 | $32.0K | 0.00% | −4−2.3% | Reduced |
| Rothschild Investment LLC | 151 | $28.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $27.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 143 | $27.3K | 0.00% | +8+5.9% | Added |
| Private Trust Co NA | 141 | $26.9K | 0.00% | +12+9.3% | Added |
| Whittier Trust Co | 138 | $26.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $26.2K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 103 | $19.7K | 0.01% | +103 | New |
| DSM Capital Partners LLC | 101 | $19.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $18.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $18.7K | 0.01% | +98 | New |
| Umb Bank N A | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 60 | $11.5K | 0.00% | −4,010−98.5% | Reduced |
| Kelly Financial Services LLC | 59 | $11.3K | 0.00% | +59 | New |
| Global Financial Private Client, LLC | 57 | $10.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $10.7K | 0.00% | 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 |
| Valued Wealth Advisors LLC | 52 | $9.95K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $9.75K | 0.00% | +9+23.7% | Added |
| PSI Advisors, LLC | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $9.55K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $9.36K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $8.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $8.60K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $8.40K | 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 |
| Capital Analysts, LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $5.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $5.54K | 0.00% | +29 | New |
| Continuum Advisory, LLC | 26 | $5.53K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 28 | $5.35K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 22 | $4.20K | 0.00% | −133−85.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $3.68K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |