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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 447 | $100.0K | 0.01% | −76−14.5% | Reduced |
| Hantz Financial Services, Inc. | 445 | $100.0K | 0.00% | −170−27.6% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $107.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 505 | $112.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 526 | $118.0K | 0.00% | +168+46.9% | Added |
| Plante Moran Financial Advisors, LLC | 557 | $124.5K | 0.01% | +15+2.8% | Added |
| Strategic Financial Concepts, LLC | 29,881 | $125.0K | 0.00% | +29,881 | New |
| Ostrum Asset Management | 565 | $126.3K | 0.01% | −2,488−81.5% | Reduced |
| IFP Advisors, Inc | 581 | $129.9K | 0.01% | +237+68.9% | Added |
| Colonial Trust Co | 588 | $131.5K | 0.02% | +349+146.0% | Added |
| Rakuten Investment Management, Inc. | 603 | $136.7K | 0.00% | +224+59.1% | Added |
| Founders Capital Management | 619 | $138.4K | 0.09% | +619 | New |
| Centaurus Financial, Inc. | 671 | $150.0K | 0.01% | −186−21.7% | Reduced |
| Osterweis Capital Management Inc | 671 | $150.0K | 0.01% | −120−15.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $156.5K | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 769 | $172.0K | 0.00% | −24−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 791 | $176.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 855 | $191.2K | 0.03% | +121+16.5% | Added |
| Corebridge Financial, Inc. | 877 | $196.1K | 0.00% | +877 | New |
| Fiduciary Trust Co | 895 | $200.1K | 0.00% | +895 | New |
| HighMark Wealth Management LLC | 904 | $202.1K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 909 | $203.3K | 0.03% | +909 | New |
| Beaumont Financial Advisors, LLC | 914 | $204.4K | 0.02% | −206−18.4% | Reduced |
| CWM, LLC | 917 | $205.0K | 0.00% | −85−8.5% | Reduced |
| Security National Bank of So Dak | 920 | $205.7K | 0.12% | +920 | New |
| Sanibel Captiva Trust Company, Inc. | 923 | $206.4K | 0.01% | +923 | New |
| Quadcap Wealth Management, LLC | 939 | $210.0K | 0.04% | +939 | New |
| Investment Management Corp of Ontario | 949 | $212.2K | 0.01% | +949 | New |
| Smith Anglin Financial, LLC | 952 | $212.8K | 0.02% | +952 | New |
| Wolverine Trading, LLC | 961 | $214.9K | 0.00% | −534−35.7% | Reduced |
| Picton Mahoney Asset Management | 965 | $215.0K | 0.01% | −65−6.3% | Reduced |
| One Day In July LLC | 972 | $217.3K | 0.03% | +972 | New |
| Kingsview Wealth Management, LLC | 973 | $217.6K | 0.01% | +973 | New |
| J.W. Cole Advisors, Inc. | 973 | $217.6K | 0.01% | +973 | New |
| Exencial Wealth Advisors, LLC | 977 | $218.5K | 0.01% | +977 | New |
| Integrated Wealth Concepts LLC | 991 | $221.5K | 0.00% | −402−28.9% | Reduced |
| Signaturefd, LLC | 996 | $222.7K | 0.00% | +27+2.8% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $223.6K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,000 | $223.6K | 0.01% | +1,000 | New |
| Cross Staff Investments Inc | 1,000 | $223.6K | 0.19% | +1,000 | New |
| Axq Capital, LP | 1,002 | $224.1K | 0.05% | +1,002 | New |
| Beacon Pointe Advisors, LLC | 1,006 | $225.0K | 0.00% | +1,006 | New |
| Vestcor Inc | 1,007 | $225.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,021 | $228.3K | 0.00% | +1,021 | New |
| Cookson Peirce & Co Inc | 1,038 | $232.1K | 0.01% | +1,038 | New |
| Sequoia Financial Advisors, LLC | 1,053 | $235.5K | 0.00% | +1,053 | New |
| MAI Capital Management | 1,054 | $235.6K | 0.00% | −4−0.4% | Reduced |
| Privium Fund Management (UK) Ltd | 1,062 | $238.0K | 0.09% | +1,062 | New |
| Firestone Capital Management | 1,066 | $238.4K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,052 | $238.6K | 0.04% | +1,052 | New |
| RPS Advisory Solutions LLC | 1,068 | $238.8K | 0.22% | +1,068 | New |
| Venturi Wealth Management, LLC | 1,097 | $245.3K | 0.01% | −13−1.2% | Reduced |
| Anchor Investment Management, LLC | 1,117 | $249.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,105 | $250.6K | 0.04% | +72+7.0% | Added |
| Corton Capital Inc. | 1,123 | $251.1K | 0.13% | +1,123 | New |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $254.7K | 0.14% | −156−12.0% | Reduced |
| Essex LLC | 1,155 | $258.3K | 0.06% | −50−4.1% | Reduced |
| Benjamin Edwards Inc | 1,178 | $263.0K | 0.05% | −91−7.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,191 | $266.4K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,200 | $268.3K | 0.00% | +600+100.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,219 | $272.6K | 0.00% | +15+1.2% | Added |
| Arthur M. Cohen & Associates, LLC | 1,220 | $272.8K | 0.05% | 00.0% | Unchanged |
| Redwood Investments, LLC | 1,233 | $275.7K | 0.09% | −107−8.0% | Reduced |
| Powell Investment Advisors, LLC | 1,239 | $277.1K | 0.14% | 00.0% | Unchanged |
| Credit Agricole S A | 1,300 | $290.7K | 0.00% | +1,300 | New |
| CAPROCK Group, Inc. | 1,345 | $300.8K | 0.01% | +1,345 | New |
| QRG Capital Management, Inc. | 1,389 | $310.6K | 0.00% | +213+18.1% | Added |
| FineMark National Bank & Trust | 1,396 | $312.2K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,400 | $313.1K | 0.05% | +1,400 | New |
| Rehmann Capital Advisory Group | 1,408 | $314.8K | 0.02% | −26−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 1,391 | $315.8K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,415 | $316.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,417 | $316.9K | 0.01% | −51−3.5% | Reduced |
| GWM Advisors LLC | 1,420 | $317.6K | 0.00% | +268+23.3% | Added |
| Toroso Investments, LLC | 1,443 | $322.7K | 0.00% | +1,443 | New |
| Oppenheimer & Co Inc | 1,447 | $323.6K | 0.01% | −36−2.4% | Reduced |
| Symmetry Partners, LLC | 1,449 | $324.0K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,461 | $326.7K | 0.02% | −200−12.0% | Reduced |
| Montag A & Associates Inc | 1,497 | $334.7K | 0.02% | +259+20.9% | Added |
| Synovus Financial Corp | 1,500 | $335.4K | 0.00% | 00.0% | Unchanged |
| Forte Capital LLC | 1,512 | $338.1K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 1,520 | $339.9K | 0.00% | +1,520 | New |
| CIBC Private Wealth Group, LLC | 1,512 | $345.0K | 0.00% | +22+1.5% | Added |
| Valeo Financial Advisors, LLC | 1,546 | $345.7K | 0.01% | −4−0.3% | Reduced |
| Calamos Wealth Management LLC | 1,560 | $348.8K | 0.02% | +200+14.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,560 | $348.8K | 0.24% | +1,560 | New |
| Coldstream Capital Management Inc | 1,613 | $360.7K | 0.01% | +19+1.2% | Added |
| Panagora Asset Management Inc | 1,653 | $369.6K | 0.00% | −3,561−68.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,659 | $371.0K | 0.00% | −155−8.5% | Reduced |
| Mutual Advisors, LLC | 1,575 | $373.8K | 0.01% | −2−0.1% | Reduced |
| FDx Advisors, Inc. | 1,691 | $378.0K | 0.10% | −4,549−72.9% | Reduced |
| Csenge Advisory Group | 1,723 | $385.3K | 0.02% | −79−4.4% | Reduced |
| Integrated Investment Consultants, LLC | 2,031 | $387.9K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,744 | $390.0K | 0.01% | +1,399+405.5% | Added |
| Schonfeld Strategic Advisors LLC | 1,754 | $392.2K | 0.00% | −2,486−58.6% | Reduced |
| Two Sigma Securities, LLC | 1,766 | $394.9K | 0.02% | +1,766 | New |
| Motley Fool Asset Management LLC | 1,803 | $397.7K | 0.03% | −94−5.0% | Reduced |
| Virtus Investment Advisers, Inc. | 1,788 | $399.8K | 0.34% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,791 | $400.5K | 0.00% | +120+7.2% | Added |
| San Luis Wealth Advisors LLC | 1,806 | $404.0K | 0.10% | +1,806 | New |