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, Q2 2024
Institutional positions in Heico Corp as of Jun 30, 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
- 551
- +38 vs. Q1 2024
- Shares held
- 38.9M
- +1.11M (+2.9%) vs. Q1 2024
- Total value
- $8.69B
- +$1.48B (+20.5%) vs. Q1 2024
- New holders
- 93
- 182 more added
- Sold out
- 55
- 184 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Beacon Capital Management, LLC | 2 | $447 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $447 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $894 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $895 | 0.00% | +3+300.0% | Added |
| Tradewinds Capital Management, LLC | 4 | $895 | 0.00% | +4 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $1.12K | 0.00% | +5 | New |
| Lynx Investment Advisory | 5 | $1.12K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.34K | 0.00% | +1+20.0% | Added |
| Hexagon Capital Partners LLC | 6 | $1.34K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 7 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $2.01K | 0.00% | −13−59.1% | Reduced |
| Quent Capital, LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.39K | 0.00% | +6+150.0% | Added |
| Bruce G. Allen Investments, LLC | 13 | $2.91K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $2.91K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $3.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.03K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 18 | $4.03K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 20 | $4.47K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $5.14K | 0.00% | +23 | New |
| Continuum Advisory, LLC | 26 | $5.81K | 0.00% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 27 | $6.04K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 27 | $6.06K | 0.00% | −25−48.1% | Reduced |
| Ronald Blue Trust, Inc. | 32 | $6.11K | 0.00% | +31+3,100.0% | Added |
| Raffa Wealth Management, LLC | 28 | $6.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $6.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $6.49K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $7.00K | 0.00% | −7−18.9% | Reduced |
| Orion Capital Management LLC | 40 | $8.94K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $8.95K | 0.00% | 00.0% | Unchanged |
| Ossiam | 42 | $9.39K | 0.00% | +42 | New |
| Cherry Tree Wealth Management, LLC | 44 | $9.84K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $11.2K | 0.00% | −479−90.5% | Reduced |
| Insight Financial Services | 50 | $11.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $11.2K | 0.01% | +50 | New |
| International Assets Investment Management, LLC | 52 | $11.6K | 0.00% | +52 | New |
| EverSource Wealth Advisors, LLC | 50 | $12.1K | 0.00% | +3+6.4% | Added |
| Bell Investment Advisors, Inc | 55 | $12.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $12.7K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 58 | $13.0K | 0.01% | +58 | New |
| Kelly Financial Services LLC | 59 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $13.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $14.6K | 0.00% | +65 | New |
| Umb Bank N A | 82 | $18.3K | 0.00% | −7−7.9% | Reduced |
| Pittenger & Anderson Inc | 90 | $20.1K | 0.00% | +35+63.6% | Added |
| Riverview Trust Co | 98 | $21.9K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $22.1K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 101 | $22.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 104 | $23.3K | 0.00% | +104 | New |
| West Oak Capital, LLC | 110 | $24.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $30.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 138 | $30.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 148 | $33.6K | 0.01% | −116−43.9% | Reduced |
| Rothschild Investment LLC | 151 | $33.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $40.6K | 0.00% | +13+7.6% | Added |
| Lindbrook Capital, LLC | 191 | $42.7K | 0.00% | +48+33.6% | Added |
| Parallel Advisors, LLC | 192 | $43.0K | 0.00% | +25+15.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $43.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 197 | $44.1K | 0.00% | −7−3.4% | Reduced |
| Assetmark, Inc | 198 | $44.3K | 0.00% | +138+230.0% | Added |
| Proequities, Inc. | 199 | $44.5K | 0.00% | −39−16.4% | Reduced |
| nVerses Capital, LLC | 200 | $44.7K | 0.03% | −900−81.8% | Reduced |
| Andra AP-fonden | 200 | $44.7K | 0.00% | +200 | New |
| Compass Wealth Management LLC | 200 | $44.7K | 0.01% | +200 | New |
| National Bank of Canada | 207 | $45.7K | 0.00% | +38+22.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 198 | $49.2K | 0.00% | +198 | New |
| Leonteq Securities AG | 221 | $49.4K | 0.01% | −248−52.9% | Reduced |
| Quadrant Capital Group LLC | 230 | $51.4K | 0.00% | +3+1.3% | Added |
| Center for Financial Planning, Inc. | 233 | $52.1K | 0.01% | +233 | New |
| Steward Partners Investment Advisory, LLC | 245 | $54.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 251 | $56.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 258 | $57.7K | 0.01% | +117+83.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $58.1K | 0.02% | −150−36.6% | Reduced |
| Principal Securities, Inc. | 263 | $58.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 265 | $59.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 295 | $66.0K | 0.01% | +295 | New |
| Tortoise Investment Management, LLC | 301 | $67.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 308 | $68.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 313 | $70.0K | 0.00% | −54−14.7% | Reduced |
| FSC Wealth Advisors, LLC | 325 | $72.7K | 0.05% | +325 | New |
| Gen-Wealth Partners Inc | 358 | $80.1K | 0.04% | +358 | New |
| Huntington National Bank | 361 | $80.7K | 0.00% | −9−2.4% | Reduced |
| JJJ Advisors Inc. | 364 | $81.4K | 0.02% | −15−4.0% | Reduced |
| Allworth Financial LP | 371 | $82.3K | 0.00% | +56+17.8% | Added |
| Covestor Ltd | 378 | $85.0K | 0.06% | +39+11.5% | Added |
| Harbour Investments, Inc. | 385 | $86.1K | 0.00% | +44+12.9% | Added |
| Park Place Capital Corp | 391 | $87.4K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 410 | $91.7K | 0.00% | −1,843−81.8% | Reduced |
| TD Private Client Wealth LLC | 419 | $93.7K | 0.00% | −1−0.2% | Reduced |
| Mather Group, LLC. | 508 | $97.0K | 0.00% | +497+4,518.2% | Added |