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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 264 | $69.0K | 0.01% | +6+2.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $68.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 251 | $65.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 233 | $60.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 230 | $60.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 207 | $54.1K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 200 | $52.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $52.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $52.3K | 0.00% | +3+1.5% | Added |
| Bryn Mawr Trust Co | 200 | $52.3K | 0.00% | +200 | New |
| Kayne Anderson Rudnick Investment Management LLC | 199 | $52.0K | 0.00% | +4+2.1% | Added |
| Sunbelt Securities, Inc. | 197 | $51.5K | 0.01% | −250−55.9% | Reduced |
| Lindbrook Capital, LLC | 191 | $49.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 188 | $49.2K | 0.01% | +188 | New |
| Farther Finance Advisors, LLC | 186 | $48.6K | 0.00% | +2+1.1% | Added |
| Tobam | 178 | $47.0K | 0.01% | +178 | New |
| Mirae Asset Global Investments Co., Ltd. | 179 | $46.4K | 0.00% | −5,601−96.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 161 | $42.1K | 0.00% | −84−34.3% | Reduced |
| Rothschild Investment LLC | 151 | $39.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $37.9K | 0.01% | +145 | New |
| Cornerstone Planning Group LLC | 148 | $36.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $35.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $35.3K | 0.00% | −3−2.2% | Reduced |
| Geneos Wealth Management Inc. | 117 | $30.6K | 0.00% | +117 | New |
| Proequities, Inc. | 113 | $29.5K | 0.00% | −86−43.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 114 | $29.0K | 0.01% | +114 | New |
| West Oak Capital, LLC | 110 | $28.8K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 106 | $27.7K | 0.00% | +2+1.9% | Added |
| DSM Capital Partners LLC | 101 | $26.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 99 | $25.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $25.6K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 90 | $23.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 82 | $21.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $17.3K | 0.00% | +66 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $17.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $16.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 62 | $16.2K | 0.00% | +62 | New |
| Financial Network Wealth Advisors LLC | 61 | $15.9K | 0.01% | +3+5.2% | Added |
| Global Financial Private Client, LLC | 57 | $14.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $14.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $14.4K | 0.00% | +5+10.0% | Added |
| Ridgewood Investments LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $12.8K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 53 | $11.9K | 0.00% | +21+65.6% | Added |
| Bogart Wealth, LLC | 45 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $11.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $8.03K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $7.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $7.32K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $7.08K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $6.01K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $5.49K | 0.00% | +12+133.3% | Added |
| CoreCap Advisors, LLC | 21 | $5.49K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 20 | $5.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $4.97K | 0.00% | +1+5.6% | Added |
| Continuum Advisory, LLC | 17 | $4.71K | 0.00% | −9−34.6% | Reduced |
| Zions Bancorporation, N.A. | 17 | $4.45K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 14 | $3.66K | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 13 | $3.40K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 12 | $3.14K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10 | $2.62K | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 8 | $2.09K | 0.00% | −500−98.4% | Reduced |
| Hexagon Capital Partners LLC | 8 | $2.09K | 0.00% | +2+33.3% | Added |
| Avion Wealth | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Longfellow Investment Management Co LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $1.57K | 0.00% | +6 | New |
| Sachetta, LLC | 5 | $1.31K | 0.00% | −5−50.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.31K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $1.05K | 0.00% | +2+100.0% | Added |
| MV Capital Management, Inc. | 2 | $523 | 0.00% | −2−50.0% | Reduced |
| True Wealth Design, LLC | 2 | $523 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $523 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −13,194−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,108−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |