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 |
|---|---|---|---|---|---|
| RPS Advisory Solutions LLC | 1,068 | $238.8K | 0.22% | +1,068 | New |
| Symphony Financial, Ltd. Co. | 1,052 | $238.6K | 0.04% | +1,052 | New |
| Firestone Capital Management | 1,066 | $238.4K | 0.07% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 1,062 | $238.0K | 0.09% | +1,062 | New |
| MAI Capital Management | 1,054 | $235.6K | 0.00% | −4−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,053 | $235.5K | 0.00% | +1,053 | New |
| Cookson Peirce & Co Inc | 1,038 | $232.1K | 0.01% | +1,038 | New |
| Warren Averett Asset Management, LLC | 1,021 | $228.3K | 0.00% | +1,021 | New |
| Vestcor Inc | 1,007 | $225.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,006 | $225.0K | 0.00% | +1,006 | New |
| Axq Capital, LP | 1,002 | $224.1K | 0.05% | +1,002 | New |
| 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 |
| Signaturefd, LLC | 996 | $222.7K | 0.00% | +27+2.8% | Added |
| Integrated Wealth Concepts LLC | 991 | $221.5K | 0.00% | −402−28.9% | Reduced |
| Exencial Wealth Advisors, LLC | 977 | $218.5K | 0.01% | +977 | New |
| J.W. Cole Advisors, Inc. | 973 | $217.6K | 0.01% | +973 | New |
| Kingsview Wealth Management, LLC | 973 | $217.6K | 0.01% | +973 | New |
| One Day In July LLC | 972 | $217.3K | 0.03% | +972 | New |
| Picton Mahoney Asset Management | 965 | $215.0K | 0.01% | −65−6.3% | Reduced |
| Wolverine Trading, LLC | 961 | $214.9K | 0.00% | −534−35.7% | Reduced |
| Smith Anglin Financial, LLC | 952 | $212.8K | 0.02% | +952 | New |
| Investment Management Corp of Ontario | 949 | $212.2K | 0.01% | +949 | New |
| Quadcap Wealth Management, LLC | 939 | $210.0K | 0.04% | +939 | New |
| Sanibel Captiva Trust Company, Inc. | 923 | $206.4K | 0.01% | +923 | New |
| Security National Bank of So Dak | 920 | $205.7K | 0.12% | +920 | New |
| CWM, LLC | 917 | $205.0K | 0.00% | −85−8.5% | Reduced |
| Beaumont Financial Advisors, LLC | 914 | $204.4K | 0.02% | −206−18.4% | Reduced |
| MONECO Advisors, LLC | 909 | $203.3K | 0.03% | +909 | New |
| HighMark Wealth Management LLC | 904 | $202.1K | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 895 | $200.1K | 0.00% | +895 | New |
| Corebridge Financial, Inc. | 877 | $196.1K | 0.00% | +877 | New |
| GAMMA Investing LLC | 855 | $191.2K | 0.03% | +121+16.5% | Added |
| GHP Investment Advisors, Inc. | 791 | $176.9K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 769 | $172.0K | 0.00% | −24−3.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $156.5K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 671 | $150.0K | 0.01% | −120−15.2% | Reduced |
| Centaurus Financial, Inc. | 671 | $150.0K | 0.01% | −186−21.7% | Reduced |
| Founders Capital Management | 619 | $138.4K | 0.09% | +619 | New |
| Rakuten Investment Management, Inc. | 603 | $136.7K | 0.00% | +224+59.1% | Added |
| Colonial Trust Co | 588 | $131.5K | 0.02% | +349+146.0% | Added |
| IFP Advisors, Inc | 581 | $129.9K | 0.01% | +237+68.9% | Added |
| Ostrum Asset Management | 565 | $126.3K | 0.01% | −2,488−81.5% | Reduced |
| Strategic Financial Concepts, LLC | 29,881 | $125.0K | 0.00% | +29,881 | New |
| Plante Moran Financial Advisors, LLC | 557 | $124.5K | 0.01% | +15+2.8% | Added |
| Ci Investments Inc. | 526 | $118.0K | 0.00% | +168+46.9% | Added |
| AdvisorNet Financial, Inc | 505 | $112.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 480 | $107.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 445 | $100.0K | 0.00% | −170−27.6% | Reduced |
| Sunbelt Securities, Inc. | 447 | $100.0K | 0.01% | −76−14.5% | Reduced |
| Mather Group, LLC. | 508 | $97.0K | 0.00% | +497+4,518.2% | Added |
| TD Private Client Wealth LLC | 419 | $93.7K | 0.00% | −1−0.2% | Reduced |
| Canada Pension Plan Investment Board | 410 | $91.7K | 0.00% | −1,843−81.8% | Reduced |
| Park Place Capital Corp | 391 | $87.4K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $86.1K | 0.00% | +44+12.9% | Added |
| Covestor Ltd | 378 | $85.0K | 0.06% | +39+11.5% | Added |
| Allworth Financial LP | 371 | $82.3K | 0.00% | +56+17.8% | Added |
| JJJ Advisors Inc. | 364 | $81.4K | 0.02% | −15−4.0% | Reduced |
| Huntington National Bank | 361 | $80.7K | 0.00% | −9−2.4% | Reduced |
| Gen-Wealth Partners Inc | 358 | $80.1K | 0.04% | +358 | New |
| FSC Wealth Advisors, LLC | 325 | $72.7K | 0.05% | +325 | New |
| Spire Wealth Management | 313 | $70.0K | 0.00% | −54−14.7% | Reduced |
| NBC Securities, Inc. | 308 | $68.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 301 | $67.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 295 | $66.0K | 0.01% | +295 | New |
| TFC Financial Management | 265 | $59.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 263 | $58.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $58.1K | 0.02% | −150−36.6% | Reduced |
| Private Trust Co NA | 258 | $57.7K | 0.01% | +117+83.0% | Added |
| Massmutual Trust Co FSB | 251 | $56.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 245 | $54.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 233 | $52.1K | 0.01% | +233 | New |
| Quadrant Capital Group LLC | 230 | $51.4K | 0.00% | +3+1.3% | Added |
| Leonteq Securities AG | 221 | $49.4K | 0.01% | −248−52.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 198 | $49.2K | 0.00% | +198 | New |
| National Bank of Canada | 207 | $45.7K | 0.00% | +38+22.5% | Added |
| 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 |
| Proequities, Inc. | 199 | $44.5K | 0.00% | −39−16.4% | Reduced |
| Assetmark, Inc | 198 | $44.3K | 0.00% | +138+230.0% | Added |
| Fifth Third Bancorp | 197 | $44.1K | 0.00% | −7−3.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $43.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 192 | $43.0K | 0.00% | +25+15.0% | Added |
| Lindbrook Capital, LLC | 191 | $42.7K | 0.00% | +48+33.6% | Added |
| Farther Finance Advisors, LLC | 184 | $40.6K | 0.00% | +13+7.6% | Added |
| Rothschild Investment LLC | 151 | $33.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 148 | $33.6K | 0.01% | −116−43.9% | Reduced |
| Whittier Trust Co | 138 | $30.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $30.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $24.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 104 | $23.3K | 0.00% | +104 | New |
| DSM Capital Partners LLC | 101 | $22.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $22.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $21.9K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 90 | $20.1K | 0.00% | +35+63.6% | Added |
| Umb Bank N A | 82 | $18.3K | 0.00% | −7−7.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $14.6K | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 62 | $13.9K | 0.00% | 00.0% | Unchanged |