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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 401 | $98.0K | 0.03% | +401 | New |
| Loomis Sayles & Co L P | 379 | $99.0K | 0.00% | −119,397−99.7% | Reduced |
| Harbour Investments, Inc. | 385 | $100.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 397 | $104.0K | 0.07% | +19+5.0% | Added |
| Ostrum Asset Management | 398 | $104.1K | 0.01% | −167−29.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 400 | $104.6K | 0.04% | +400 | New |
| Headlands Technologies LLC | 414 | $108.3K | 0.01% | +414 | New |
| Hantz Financial Services, Inc. | 430 | $112.0K | 0.00% | −15−3.4% | Reduced |
| Parallel Advisors, LLC | 454 | $118.8K | 0.00% | +262+136.5% | Added |
| Harbor Investment Advisory, LLC | 480 | $125.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 491 | $128.4K | 0.04% | +491 | New |
| Leonteq Securities AG | 521 | $136.2K | 0.02% | +300+135.7% | Added |
| Ci Investments Inc. | 535 | $140.0K | 0.00% | +9+1.7% | Added |
| AdvisorNet Financial, Inc | 550 | $143.8K | 0.01% | +45+8.9% | Added |
| Global Trust Asset Management, LLC | 550 | $143.8K | 0.05% | +550 | New |
| Plante Moran Financial Advisors, LLC | 560 | $146.4K | 0.01% | +3+0.5% | Added |
| Colonial Trust Co | 588 | $153.8K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $156.9K | 0.03% | +600 | New |
| Founders Capital Management | 619 | $161.9K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 627 | $163.9K | 0.00% | +256+69.0% | Added |
| Osterweis Capital Management Inc | 671 | $175.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 700 | $183.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 731 | $191.0K | 0.01% | +60+8.9% | Added |
| Walleye Trading LLC | 766 | $200.3K | 0.00% | +766 | New |
| Frank, Rimerman Advisors LLC | 771 | $201.6K | 0.01% | +771 | New |
| Canada Pension Plan Investment Board | 778 | $203.4K | 0.00% | +368+89.8% | Added |
| Dynasty Wealth Management, LLC | 781 | $204.2K | 0.01% | +781 | New |
| Signify Wealth | 781 | $204.2K | 0.25% | +781 | New |
| Thrivent Financial for Lutherans | 787 | $206.0K | 0.00% | +787 | New |
| GHP Investment Advisors, Inc. | 791 | $206.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 803 | $208.2K | 0.00% | +200+33.2% | Added |
| Aire Advisors, LLC | 800 | $209.2K | 0.05% | +800 | New |
| Sterling Capital Management LLC | 802 | $209.7K | 0.00% | +802 | New |
| Quadcap Wealth Management, LLC | 806 | $210.8K | 0.03% | −133−14.2% | Reduced |
| Portland Investment Counsel Inc. | 808 | $211.3K | 0.08% | +808 | New |
| IFP Advisors, Inc | 816 | $213.4K | 0.01% | +235+40.4% | Added |
| Legacy Wealth Management, LLC | 820 | $214.4K | 0.08% | +820 | New |
| Warren Averett Asset Management, LLC | 821 | $214.7K | 0.00% | −200−19.6% | Reduced |
| Diametric Capital, LP | 833 | $217.8K | 0.11% | +833 | New |
| Corebridge Financial, Inc. | 846 | $221.2K | 0.00% | −31−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 850 | $222.3K | 0.03% | +850 | New |
| Empowered Funds, LLC | 856 | $223.8K | 0.00% | +856 | New |
| Allianz Asset Management GmbH | 859 | $224.6K | 0.00% | +859 | New |
| Millennium Management LLC | 861 | $225.1K | 0.00% | −30,992−97.3% | Reduced |
| Reuter James Wealth Management, LLC | 861 | $225.2K | 0.04% | +861 | New |
| Claret Asset Management Corp | 867 | $227.0K | 0.04% | +867 | New |
| CX Institutional | 872 | $228.0K | 0.01% | +872 | New |
| KPP Advisory Services LLC | 875 | $228.8K | 0.05% | +875 | New |
| Fortis Group Advisors, LLC | 889 | $232.6K | 0.04% | +889 | New |
| HighMark Wealth Management LLC | 904 | $236.4K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 905 | $236.6K | 0.03% | −4−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 908 | $237.4K | 0.00% | −98−9.7% | Reduced |
| Fiduciary Trust Co | 916 | $239.5K | 0.00% | +21+2.3% | Added |
| CWM, LLC | 916 | $240.0K | 0.00% | −1−0.1% | Reduced |
| Security National Bank of So Dak | 920 | $240.6K | 0.13% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 923 | $241.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 925 | $241.9K | 0.02% | +70+8.2% | Added |
| Sequoia Financial Advisors, LLC | 927 | $242.4K | 0.00% | −126−12.0% | Reduced |
| NewEdge Wealth, LLC | 928 | $242.7K | 0.00% | +928 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 934 | $244.2K | 0.06% | +934 | New |
| Brinker Capital Investments, LLC | 944 | $246.7K | 0.00% | +944 | New |
| Orion Portfolio Solutions, LLC | 944 | $246.7K | 0.00% | +944 | New |
| Jump Financial, LLC | 947 | $247.6K | 0.01% | −17,116−94.8% | Reduced |
| Savant Capital, LLC | 958 | $250.4K | 0.00% | +958 | New |
| One Day In July LLC | 972 | $254.2K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 981 | $256.5K | 0.01% | +4+0.4% | Added |
| Private Advisory Group LLC | 981 | $256.5K | 0.03% | +981 | New |
| Wealthcare Advisory Partners LLC | 982 | $256.7K | 0.01% | −435−30.7% | Reduced |
| Kingsview Wealth Management, LLC | 982 | $256.8K | 0.01% | +9+0.9% | Added |
| United Capital Financial Advisers, LLC | 987 | $258.1K | 0.00% | −867−46.8% | Reduced |
| Accredited Investors Inc. | 990 | $258.9K | 0.01% | +990 | New |
| HighPoint Advisor Group LLC | 1,056 | $259.6K | 0.02% | +1,056 | New |
| Nisa Investment Advisors, LLC | 1,000 | $261.5K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,000 | $261.5K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,000 | $261.5K | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 1,007 | $263.0K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,013 | $264.9K | 0.02% | +1,013 | New |
| Integrated Wealth Concepts LLC | 1,016 | $265.6K | 0.00% | +25+2.5% | Added |
| Essex LLC | 1,065 | $278.5K | 0.06% | −90−7.8% | Reduced |
| Firestone Capital Management | 1,066 | $278.7K | 0.07% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 1,068 | $279.3K | 0.20% | 00.0% | Unchanged |
| MQS Management LLC | 1,087 | $284.2K | 0.16% | +1,087 | New |
| Venturi Wealth Management, LLC | 1,091 | $285.3K | 0.01% | −6−0.5% | Reduced |
| Anchor Investment Management, LLC | 1,117 | $292.1K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $297.8K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,190 | $301.5K | 0.01% | −385−24.4% | Reduced |
| Signaturefd, LLC | 1,176 | $307.5K | 0.01% | +180+18.1% | Added |
| SG Americas Securities, LLC | 1,189 | $311.0K | 0.00% | −2,653−69.1% | Reduced |
| UniSuper Management Pty Ltd | 1,200 | $313.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,202 | $314.3K | 0.00% | −245−16.9% | Reduced |
| Ariadne Wealth Management, LP | 1,245 | $315.1K | 0.17% | +1,245 | New |
| Pensionmark Financial Group, LLC | 1,206 | $315.2K | 0.01% | +1,206 | New |
| TrinityPoint Wealth, LLC | 1,211 | $316.7K | 0.05% | +20+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,218 | $318.5K | 0.00% | −1−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,220 | $320.0K | 0.06% | 00.0% | Unchanged |
| Redwood Investments, LLC | 1,233 | $322.4K | 0.10% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,239 | $324.0K | 0.15% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,245 | $325.5K | 0.05% | +1,245 | New |
| Capula Management Ltd | 1,251 | $327.1K | 0.00% | +1,251 | New |
| TFB Advisors LLC | 1,273 | $332.9K | 0.10% | +1,273 | New |