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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,176 | $307.5K | 0.01% | +180+18.1% | Added |
| Mutual Advisors, LLC | 1,190 | $301.5K | 0.01% | −385−24.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $297.8K | 0.16% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,117 | $292.1K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,091 | $285.3K | 0.01% | −6−0.5% | Reduced |
| MQS Management LLC | 1,087 | $284.2K | 0.16% | +1,087 | New |
| RPS Advisory Solutions LLC | 1,068 | $279.3K | 0.20% | 00.0% | Unchanged |
| Firestone Capital Management | 1,066 | $278.7K | 0.07% | 00.0% | Unchanged |
| Essex LLC | 1,065 | $278.5K | 0.06% | −90−7.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,016 | $265.6K | 0.00% | +25+2.5% | Added |
| Trust Point Inc. | 1,013 | $264.9K | 0.02% | +1,013 | New |
| Vestcor Inc | 1,007 | $263.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| HighPoint Advisor Group LLC | 1,056 | $259.6K | 0.02% | +1,056 | New |
| Accredited Investors Inc. | 990 | $258.9K | 0.01% | +990 | New |
| United Capital Financial Advisers, LLC | 987 | $258.1K | 0.00% | −867−46.8% | Reduced |
| Kingsview Wealth Management, LLC | 982 | $256.8K | 0.01% | +9+0.9% | Added |
| Wealthcare Advisory Partners LLC | 982 | $256.7K | 0.01% | −435−30.7% | Reduced |
| Exencial Wealth Advisors, LLC | 981 | $256.5K | 0.01% | +4+0.4% | Added |
| Private Advisory Group LLC | 981 | $256.5K | 0.03% | +981 | New |
| One Day In July LLC | 972 | $254.2K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 958 | $250.4K | 0.00% | +958 | New |
| Jump Financial, LLC | 947 | $247.6K | 0.01% | −17,116−94.8% | Reduced |
| Brinker Capital Investments, LLC | 944 | $246.7K | 0.00% | +944 | New |
| Orion Portfolio Solutions, LLC | 944 | $246.7K | 0.00% | +944 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 934 | $244.2K | 0.06% | +934 | New |
| NewEdge Wealth, LLC | 928 | $242.7K | 0.00% | +928 | New |
| Sequoia Financial Advisors, LLC | 927 | $242.4K | 0.00% | −126−12.0% | Reduced |
| GAMMA Investing LLC | 925 | $241.9K | 0.02% | +70+8.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 923 | $241.3K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 920 | $240.6K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 916 | $240.0K | 0.00% | −1−0.1% | Reduced |
| Fiduciary Trust Co | 916 | $239.5K | 0.00% | +21+2.3% | Added |
| Beacon Pointe Advisors, LLC | 908 | $237.4K | 0.00% | −98−9.7% | Reduced |
| MONECO Advisors, LLC | 905 | $236.6K | 0.03% | −4−0.4% | Reduced |
| HighMark Wealth Management LLC | 904 | $236.4K | 0.13% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 889 | $232.6K | 0.04% | +889 | New |
| KPP Advisory Services LLC | 875 | $228.8K | 0.05% | +875 | New |
| CX Institutional | 872 | $228.0K | 0.01% | +872 | New |
| Claret Asset Management Corp | 867 | $227.0K | 0.04% | +867 | New |
| Reuter James Wealth Management, LLC | 861 | $225.2K | 0.04% | +861 | New |
| Millennium Management LLC | 861 | $225.1K | 0.00% | −30,992−97.3% | Reduced |
| Allianz Asset Management GmbH | 859 | $224.6K | 0.00% | +859 | New |
| Empowered Funds, LLC | 856 | $223.8K | 0.00% | +856 | New |
| Pekin Hardy Strauss, Inc. | 850 | $222.3K | 0.03% | +850 | New |
| Corebridge Financial, Inc. | 846 | $221.2K | 0.00% | −31−3.5% | Reduced |
| Diametric Capital, LP | 833 | $217.8K | 0.11% | +833 | New |
| Warren Averett Asset Management, LLC | 821 | $214.7K | 0.00% | −200−19.6% | Reduced |
| Legacy Wealth Management, LLC | 820 | $214.4K | 0.08% | +820 | New |
| IFP Advisors, Inc | 816 | $213.4K | 0.01% | +235+40.4% | Added |
| Portland Investment Counsel Inc. | 808 | $211.3K | 0.08% | +808 | New |
| Quadcap Wealth Management, LLC | 806 | $210.8K | 0.03% | −133−14.2% | Reduced |
| Sterling Capital Management LLC | 802 | $209.7K | 0.00% | +802 | New |
| Aire Advisors, LLC | 800 | $209.2K | 0.05% | +800 | New |
| Rakuten Investment Management, Inc. | 803 | $208.2K | 0.00% | +200+33.2% | Added |
| GHP Investment Advisors, Inc. | 791 | $206.9K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 787 | $206.0K | 0.00% | +787 | New |
| Dynasty Wealth Management, LLC | 781 | $204.2K | 0.01% | +781 | New |
| Signify Wealth | 781 | $204.2K | 0.25% | +781 | New |
| Canada Pension Plan Investment Board | 778 | $203.4K | 0.00% | +368+89.8% | Added |
| Frank, Rimerman Advisors LLC | 771 | $201.6K | 0.01% | +771 | New |
| Walleye Trading LLC | 766 | $200.3K | 0.00% | +766 | New |
| Centaurus Financial, Inc. | 731 | $191.0K | 0.01% | +60+8.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 700 | $183.0K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 671 | $175.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 627 | $163.9K | 0.00% | +256+69.0% | Added |
| Founders Capital Management | 619 | $161.9K | 0.10% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $156.9K | 0.03% | +600 | New |
| Colonial Trust Co | 588 | $153.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 560 | $146.4K | 0.01% | +3+0.5% | 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 |
| Ci Investments Inc. | 535 | $140.0K | 0.00% | +9+1.7% | Added |
| Leonteq Securities AG | 521 | $136.2K | 0.02% | +300+135.7% | Added |
| Skopos Labs, Inc. | 491 | $128.4K | 0.04% | +491 | New |
| Harbor Investment Advisory, LLC | 480 | $125.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 454 | $118.8K | 0.00% | +262+136.5% | Added |
| Hantz Financial Services, Inc. | 430 | $112.0K | 0.00% | −15−3.4% | Reduced |
| Headlands Technologies LLC | 414 | $108.3K | 0.01% | +414 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 400 | $104.6K | 0.04% | +400 | New |
| Ostrum Asset Management | 398 | $104.1K | 0.01% | −167−29.6% | Reduced |
| Covestor Ltd | 397 | $104.0K | 0.07% | +19+5.0% | Added |
| Harbour Investments, Inc. | 385 | $100.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 379 | $99.0K | 0.00% | −119,397−99.7% | Reduced |
| Hemington Wealth Management | 401 | $98.0K | 0.03% | +401 | New |
| Oarsman Capital, Inc. | 365 | $95.4K | 0.02% | +365 | New |
| Huntington National Bank | 354 | $92.6K | 0.00% | −7−1.9% | Reduced |
| TD Private Client Wealth LLC | 348 | $91.0K | 0.00% | −71−16.9% | Reduced |
| FSC Wealth Advisors, LLC | 322 | $84.2K | 0.06% | −3−0.9% | Reduced |
| Rakuten Securities, Inc. | 311 | $81.3K | 0.04% | +311 | New |
| NBC Securities, Inc. | 308 | $80.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 305 | $79.8K | 0.00% | −1,439−82.5% | Reduced |
| Park Place Capital Corp | 305 | $79.8K | 0.02% | −86−22.0% | Reduced |
| Spire Wealth Management | 303 | $79.2K | 0.00% | −10−3.2% | Reduced |
| Tortoise Investment Management, LLC | 301 | $78.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 288 | $75.3K | 0.00% | +288 | New |
| Principal Securities, Inc. | 285 | $74.5K | 0.00% | +22+8.4% | Added |
| TFC Financial Management | 265 | $69.3K | 0.01% | 00.0% | Unchanged |