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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Heico Corp as of Sep 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
587
+42 vs. Q2 2024
Shares held
37.6M
+3.67M (+10.8%) vs. Q2 2024
Total value
$9.84B
+$2.26B (+29.7%) vs. Q2 2024
New holders
83
174 more added
Sold out
41
206 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 587 institutions
Q1 2021: 427 institutionsQ2 2021: 424 institutionsQ3 2021: 401 institutionsQ4 2021: 415 institutionsQ1 2022: 435 institutionsQ2 2022: 419 institutionsQ3 2022: 438 institutionsQ4 2022: 451 institutionsQ1 2023: 459 institutionsQ2 2023: 475 institutionsQ3 2023: 468 institutionsQ4 2023: 498 institutionsQ1 2024: 518 institutionsQ2 2024: 551 institutionsQ3 2024: 587 institutionsQ4 2024: 608 institutionsQ1 2025: 640 institutionsQ2 2025: 706 institutionsQ3 2025: 715 institutionsQ4 2025: 757 institutionsQ1 2026: 739 institutionsQ2 2026: 777 institutions
Value heldQ3 2024: $9.84B
Q1 2021: $4.34BQ2 2021: $4.83BQ3 2021: $4.64BQ4 2021: $5.22BQ1 2022: $5.81BQ2 2022: $4.85BQ3 2022: $5.35BQ4 2022: $5.81BQ1 2023: $6.54BQ2 2023: $6.74BQ3 2023: $6.11BQ4 2023: $6.73BQ1 2024: $7.29BQ2 2024: $8.69BQ3 2024: $9.84BQ4 2024: $9.32BQ1 2025: $10.3BQ2 2025: $12.8BQ3 2025: $12.5BQ4 2025: $12.9BQ1 2026: $11.0BQ2 2026: $15.4B
Institutions holding HEI and their total value by quarter
QuarterHoldersValue
Q2 2026777$15.4B
Q1 2026739$11.0B
Q4 2025757$12.9B
Q3 2025715$12.5B
Q2 2025706$12.8B
Q1 2025640$10.3B
Q4 2024608$9.32B
Q3 2024587$9.84B
Q2 2024551$8.69B
Q1 2024518$7.29B
Q4 2023498$6.73B
Q3 2023468$6.11B
Q2 2023475$6.74B
Q1 2023459$6.54B
Q4 2022451$5.81B
Q3 2022438$5.35B
Q2 2022419$4.85B
Q1 2022435$5.81B
Q4 2021415$5.22B
Q3 2021401$4.64B
Q2 2021424$4.83B
Q1 2021427$4.34B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2024.

Institutions holding HEI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC0$160.00%0Unchanged
MV Capital Management, Inc.2$5230.00%−2−50.0%Reduced
True Wealth Design, LLC2$5230.00%00.0%Unchanged
Beacon Capital Management, LLC2$5230.00%00.0%Unchanged
Tradewinds Capital Management, LLC4$1.05K0.00%00.0%Unchanged
CVA Family Office, LLC4$1.05K0.00%+2+100.0%Added
Sound Income Strategies, LLC5$1.31K0.00%00.0%Unchanged
Sachetta, LLC5$1.31K0.00%−5−50.0%Reduced
SJS Investment Consulting Inc.5$1.31K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$1.31K0.00%+5New
DiNuzzo Private Wealth, Inc.6$1.57K0.00%00.0%Unchanged
Mendota Financial Group, LLC6$1.57K0.00%+6New
Longfellow Investment Management Co LLC7$1.83K0.00%00.0%Unchanged
Avion Wealth9$2.00K0.00%+4+80.0%Added
Mather Group, LLC.8$2.09K0.00%−500−98.4%Reduced
Hexagon Capital Partners LLC8$2.09K0.00%+2+33.3%Added
First Horizon Advisors, Inc.9$2.35K0.00%00.0%Unchanged
Capital Performance Advisors LLP10$2.62K0.00%+10New
Capital Advisors, Ltd. LLC13$3.00K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC12$3.14K0.00%+12New
Coppell Advisory Solutions LLC13$3.37K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$3.40K0.00%00.0%Unchanged
Brown Brothers Harriman & Co14$3.66K0.00%+14New
Zions Bancorporation, N.A.17$4.45K0.00%00.0%Unchanged
Continuum Advisory, LLC17$4.71K0.00%−9−34.6%Reduced
JFS Wealth Advisors, LLC19$4.97K0.00%+1+5.6%Added
Cullen/Frost Bankers, Inc.20$5.23K0.00%00.0%Unchanged
Quent Capital, LLC21$5.49K0.00%+12+133.3%Added
CoreCap Advisors, LLC21$5.49K0.00%+21New
Beaird Harris Wealth Management, LLC23$6.01K0.00%00.0%Unchanged
Valued Wealth Advisors LLC27$7.08K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$7.32K0.00%00.0%Unchanged
Creative Financial Designs Inc29$7.59K0.00%00.0%Unchanged
Capital Analysts, LLC30$8.00K0.00%00.0%Unchanged
LRI Investments, LLC29$8.03K0.00%00.0%Unchanged
West Branch Capital LLC40$10.5K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$11.5K0.00%00.0%Unchanged
Bogart Wealth, LLC45$11.8K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.53$11.9K0.00%+21+65.6%Added
Morgan Dempsey Capital Management LLC47$12.3K0.00%00.0%Unchanged
Red Tortoise LLC49$12.8K0.01%00.0%Unchanged
Ridgewood Investments LLC50$13.1K0.01%00.0%Unchanged
PSI Advisors, LLC50$13.1K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$13.1K0.00%00.0%Unchanged
Insight Financial Services50$13.1K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC55$14.4K0.00%+5+10.0%Added
Bell Investment Advisors, Inc55$14.4K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$14.6K0.00%00.0%Unchanged
Global Financial Private Client, LLC57$14.9K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC61$15.9K0.01%+3+5.2%Added
Global Retirement Partners, LLC62$16.2K0.00%00.0%Unchanged
Quarry LP62$16.2K0.00%+62New
Thurston, Springer, Miller, Herd & Titak, Inc.65$17.1K0.00%00.0%Unchanged
DT Investment Partners, LLC66$17.3K0.00%+66New
Umb Bank N A82$21.4K0.00%00.0%Unchanged
Pittenger & Anderson Inc90$23.5K0.00%00.0%Unchanged
Riverview Trust Co98$25.6K0.02%00.0%Unchanged
Annapolis Financial Services, LLC99$25.9K0.01%00.0%Unchanged
DSM Capital Partners LLC101$26.4K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.106$27.7K0.00%+2+1.9%Added
West Oak Capital, LLC110$28.8K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC114$29.0K0.01%+114New
Proequities, Inc.113$29.5K0.00%−86−43.2%Reduced
Geneos Wealth Management Inc.117$30.6K0.00%+117New
Whittier Trust Co135$35.3K0.00%−3−2.2%Reduced
Versant Capital Management, Inc137$35.8K0.01%00.0%Unchanged
Cornerstone Planning Group LLC148$36.8K0.01%00.0%Unchanged
Truvestments Capital LLC145$37.9K0.01%+145New
Rothschild Investment LLC151$39.5K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC161$42.1K0.00%−84−34.3%Reduced
Mirae Asset Global Investments Co., Ltd.179$46.4K0.00%−5,601−96.9%Reduced
Tobam178$47.0K0.01%+178New
Farther Finance Advisors, LLC186$48.6K0.00%+2+1.1%Added
Aster Capital Management (DIFC) Ltd188$49.2K0.01%+188New
Lindbrook Capital, LLC191$49.9K0.00%00.0%Unchanged
Sunbelt Securities, Inc.197$51.5K0.01%−250−55.9%Reduced
Kayne Anderson Rudnick Investment Management LLC199$52.0K0.00%+4+2.1%Added
Andra AP-fonden200$52.3K0.00%00.0%Unchanged
Compass Wealth Management LLC200$52.3K0.01%00.0%Unchanged
Fifth Third Bancorp200$52.3K0.00%+3+1.5%Added
Bryn Mawr Trust Co200$52.3K0.00%+200New
National Bank of Canada207$54.1K0.00%00.0%Unchanged
Quadrant Capital Group LLC230$60.1K0.00%00.0%Unchanged
Center for Financial Planning, Inc.233$60.9K0.01%00.0%Unchanged
Massmutual Trust Co FSB251$65.6K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA260$68.0K0.02%00.0%Unchanged
Private Trust Co NA264$69.0K0.01%+6+2.3%Added
TFC Financial Management265$69.3K0.01%00.0%Unchanged
Principal Securities, Inc.285$74.5K0.00%+22+8.4%Added
GeoWealth Management, LLC288$75.3K0.00%+288New
Tortoise Investment Management, LLC301$78.7K0.01%00.0%Unchanged
Spire Wealth Management303$79.2K0.00%−10−3.2%Reduced
Tower Research Capital LLC (TRC)305$79.8K0.00%−1,439−82.5%Reduced
Park Place Capital Corp305$79.8K0.02%−86−22.0%Reduced
NBC Securities, Inc.308$80.0K0.01%00.0%Unchanged
Rakuten Securities, Inc.311$81.3K0.04%+311New
FSC Wealth Advisors, LLC322$84.2K0.06%−3−0.9%Reduced
TD Private Client Wealth LLC348$91.0K0.00%−71−16.9%Reduced
Huntington National Bank354$92.6K0.00%−7−1.9%Reduced
Oarsman Capital, Inc.365$95.4K0.02%+365New