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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 3,496 | $914.1K | 0.15% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,500 | $915.2K | 0.12% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,507 | $917.0K | 0.02% | −140−3.8% | Reduced |
| Bessemer Group Inc | 3,556 | $930.0K | 0.00% | −33−0.9% | Reduced |
| Bahl & Gaynor Inc | 3,568 | $933.0K | 0.00% | −190−5.1% | Reduced |
| Burt Wealth Advisors | 3,572 | $934.0K | 0.23% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,717 | $972.0K | 0.00% | −361−8.9% | Reduced |
| Comerica Bank | 3,722 | $973.2K | 0.00% | −204−5.2% | Reduced |
| Chicago Trust Co NA | 3,728 | $974.8K | 0.17% | −200−5.1% | Reduced |
| Virtu Financial LLC | 3,729 | $975.0K | 0.05% | −4,682−55.7% | Reduced |
| Baron Wealth Management LLC | 3,779 | $988.1K | 0.48% | −4−0.1% | Reduced |
| Virtus ETF Advisers LLC | 3,780 | $988.4K | 0.46% | +3,780 | New |
| David R. Rahn & Associates Inc. | 3,887 | $1.02M | 0.31% | +274+7.6% | Added |
| Alberta Investment Management Corp | 3,900 | $1.02M | 0.01% | +1,300+50.0% | Added |
| Graham Capital Management, L.P. | 4,000 | $1.05M | 0.03% | +4,000 | New |
| Forum Financial Management, LP | 4,035 | $1.06M | 0.02% | +10.0% | Added |
| Congress Wealth Management LLC | 4,069 | $1.06M | 0.01% | −128−3.0% | Reduced |
| Northeast Financial Consultants Inc | 4,100 | $1.07M | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,186 | $1.09M | 0.07% | +73+1.8% | Added |
| Embree Financial Group | 4,312 | $1.13M | 0.20% | 00.0% | Unchanged |
| Atom Investors LP | 4,318 | $1.13M | 0.12% | +4,318 | New |
| JustInvest LLC | 4,486 | $1.17M | 0.02% | +200+4.7% | Added |
| Mariner, LLC | 4,592 | $1.20M | 0.00% | −13−0.3% | Reduced |
| Semanteon Capital Management, LP | 4,631 | $1.21M | 0.82% | −776−14.4% | Reduced |
| Verition Fund Management LLC | 4,663 | $1.22M | 0.01% | −4,371−48.4% | Reduced |
| Park Avenue Securities LLC | 4,721 | $1.24M | 0.01% | −568−10.7% | Reduced |
| Moors & Cabot, Inc. | 4,767 | $1.25M | 0.06% | −94−1.9% | Reduced |
| Holocene Advisors, LP | 4,821 | $1.26M | 0.01% | +263+5.8% | Added |
| Franklin Resources Inc | 4,753 | $1.27M | 0.00% | −101−2.1% | Reduced |
| Creative Planning | 4,866 | $1.27M | 0.00% | +645+15.3% | Added |
| Advisor Group Holdings, Inc. | 4,868 | $1.27M | 0.00% | +24+0.5% | Added |
| Lagoda Investment Management, L.P. | 4,885 | $1.28M | 0.73% | +640+15.1% | Added |
| WBI Investments | 4,919 | $1.29M | 0.31% | +4,919 | New |
| Dynamic Technology Lab Private Ltd | 4,963 | $1.30M | 0.14% | −679−12.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,930 | $1.30M | 0.01% | +266+5.7% | Added |
| Equitable Trust Co | 4,986 | $1.30M | 0.08% | −43−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,070 | $1.33M | 0.03% | −7,755−60.5% | Reduced |
| Hunting Hill Global Capital, LLC | 5,102 | $1.33M | 1.87% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 5,230 | $1.37M | 0.01% | −509−8.9% | Reduced |
| Wealthfront Advisers LLC | 5,351 | $1.40M | 0.00% | +2,956+123.4% | Added |
| Toronto Dominion Bank | 5,532 | $1.45M | 0.00% | +1,322+31.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,601 | $1.47M | 0.01% | +5,601 | New |
| Meyer Handelman Co | 5,613 | $1.47M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,752 | $1.50M | 0.02% | +4,574+388.3% | Added |
| CIBC Asset Management Inc | 5,799 | $1.52M | 0.00% | −71−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 5,858 | $1.52M | 0.16% | −662−10.2% | Reduced |
| Mediolanum International Funds Ltd | 5,956 | $1.54M | 0.02% | −381−6.0% | Reduced |
| Pathstone Holdings, LLC | 5,916 | $1.55M | 0.01% | +60+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,926 | $1.55M | 0.00% | −75−1.2% | Reduced |
| PEAK6 Investments LLC | 5,938 | $1.55M | 0.08% | +5,938 | New |
| Morse Asset Management, Inc | 6,152 | $1.61M | 0.35% | −17−0.3% | Reduced |
| Mercer Global Advisors Inc | 6,263 | $1.64M | 0.00% | +141+2.3% | Added |
| MML Investors Services, LLC | 6,394 | $1.67M | 0.01% | −286−4.3% | Reduced |
| Verity Asset Management, Inc. | 6,501 | $1.70M | 0.64% | −427−6.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,528 | $1.71M | 0.23% | −49−0.7% | Reduced |
| Soltis Investment Advisors LLC | 6,769 | $1.77M | 0.17% | −100−1.5% | Reduced |
| Tredje AP-fonden | 6,822 | $1.78M | 0.02% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 7,000 | $1.83M | 0.87% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 7,000 | $1.83M | 0.37% | +7,000 | New |
| Avantax Advisory Services, Inc. | 7,042 | $1.84M | 0.01% | −154−2.1% | Reduced |
| Concentric Capital Strategies, LP | 7,117 | $1.86M | 0.12% | −3,348−32.0% | Reduced |
| Eos Management, L.P. | 7,158 | $1.87M | 0.65% | 00.0% | Unchanged |
| Utah Retirement Systems | 7,290 | $1.91M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 7,299 | $1.91M | 0.01% | −23,685−76.4% | Reduced |
| British Columbia Investment Management Corp | 7,321 | $1.91M | 0.01% | −1,067−12.7% | Reduced |
| Bell Bank | 7,398 | $1.93M | 0.23% | −700−8.6% | Reduced |
| DekaBank Deutsche Girozentrale | 7,392 | $1.94M | 0.00% | +1,017+16.0% | Added |
| IHT Wealth Management, LLC | 7,497 | $1.96M | 0.06% | +2,534+51.1% | Added |
| Manufacturers Life Insurance Company, The | 7,534 | $1.97M | 0.00% | +147+2.0% | Added |
| Marcum Wealth, LLC | 7,652 | $2.00M | 0.19% | 00.0% | Unchanged |
| Xponance, Inc. | 7,700 | $2.01M | 0.02% | −25−0.3% | Reduced |
| Korea Investment CORP | 7,753 | $2.03M | 0.00% | −3,200−29.2% | Reduced |
| Forsta Ap-Fonden | 7,900 | $2.07M | 0.02% | −2,300−22.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,020 | $2.10M | 0.01% | −1,014−11.2% | Reduced |
| Aquatic Capital Management LLC | 8,080 | $2.11M | 0.06% | +2,280+39.3% | Added |
| Calamos Advisors LLC | 8,163 | $2.13M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 8,289 | $2.17M | 0.00% | +1,215+17.2% | Added |
| Great West Life Assurance Co | 8,282 | $2.17M | 0.00% | −80−1.0% | Reduced |
| Alpine Peaks Capital, LP | 8,333 | $2.18M | 1.30% | −12,100−59.2% | Reduced |
| Thoroughbred Financial Services, LLC | 8,368 | $2.19M | 0.14% | +7+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,399 | $2.20M | 0.00% | −436−4.9% | Reduced |
| Credit Agricole S A | 8,437 | $2.21M | 0.01% | +7,137+549.0% | Added |
| Ashton Thomas Private Wealth, LLC | 8,485 | $2.22M | 0.12% | −21−0.2% | Reduced |
| Quantinno Capital Management LP | 8,553 | $2.24M | 0.03% | +2,689+45.9% | Added |
| Buckingham Strategic Partners | 8,593 | $2.25M | 0.05% | +14+0.2% | Added |
| Rafferty Asset Management, LLC | 8,743 | $2.29M | 0.01% | −288−3.2% | Reduced |
| PFG Advisors | 8,890 | $2.32M | 0.15% | −1,140−11.4% | Reduced |
| Centiva Capital, LP | 9,113 | $2.38M | 0.11% | +5,457+149.3% | Added |
| D. E. Shaw & Co., Inc. | 9,204 | $2.41M | 0.00% | −60,230−86.7% | Reduced |
| Cerity Partners LLC | 9,285 | $2.43M | 0.01% | +1,425+18.1% | Added |
| The PNC Financial Services Group, Inc. | 9,404 | $2.46M | 0.00% | −244−2.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 9,909 | $2.59M | 0.52% | +1,377+16.1% | Added |
| Twin Tree Management, LP | 10,256 | $2.68M | 0.06% | +10,256 | New |
| Groupama Asset Managment | 13,046 | $2.74M | 0.07% | −2,468−15.9% | Reduced |
| PFS Partners, LLC | 10,483 | $2.74M | 1.58% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 10,643 | $2.78M | 0.79% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 10,662 | $2.79M | 0.01% | +4,712+79.2% | Added |
| Private Advisor Group, LLC | 10,826 | $2.83M | 0.02% | −1,868−14.7% | Reduced |
| Colony Group, LLC | 10,912 | $2.85M | 0.01% | −13,608−55.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,935 | $2.88M | 0.02% | −1,058−8.8% | Reduced |