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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, Q4 2024

Institutional positions in Heico Corp as of Dec 31, 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
608
+30 vs. Q3 2024
Shares held
39.2M
+1.77M (+4.7%) vs. Q3 2024
Total value
$9.32B
−$468.9M (−4.8%) vs. Q3 2024
New holders
90
206 more added
Sold out
60
183 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 608 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 heldQ4 2024: $9.32B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2024.

Institutions holding HEI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC0$150.00%0Unchanged
Cassady Schiller Wealth Management, LLC1$2380.00%+1New
Parkworth Wealth Management, Inc.1$2380.00%+1New
Principia Wealth Advisory, LLC1$2380.00%+1New
Ronald Blue Trust, Inc.2$4750.00%−51−96.2%Reduced
Beacon Capital Management, LLC2$4750.00%00.0%Unchanged
Grove Bank & Trust2$4750.00%+2New
MV Capital Management, Inc.2$4760.00%00.0%Unchanged
True Wealth Design, LLC2$4760.00%00.0%Unchanged
HHM Wealth Advisors, LLC3$7140.00%+3New
SJS Investment Consulting Inc.4$9510.00%−1−20.0%Reduced
Tradewinds Capital Management, LLC4$9510.00%00.0%Unchanged
Sachetta, LLC5$1.19K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$1.19K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.19K0.00%+5New
Parvin Asset Management, LLC5$1.19K0.00%+5New
Mendota Financial Group, LLC6$1.43K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.43K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$1.66K0.00%00.0%Unchanged
GoalVest Advisory LLC7$1.66K0.00%+7New
Mather Group, LLC.8$1.90K0.00%00.0%Unchanged
CVA Family Office, LLC8$1.90K0.00%+4+100.0%Added
Avion Wealth10$2.00K0.00%+1+11.1%Added
First Horizon Advisors, Inc.9$2.14K0.00%00.0%Unchanged
Hexagon Capital Partners LLC12$2.85K0.00%+4+50.0%Added
Capital Advisors, Ltd. LLC13$3.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$3.09K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC13$3.12K0.00%00.0%Unchanged
Transce3nd, LLC14$3.33K0.00%+14New
Legacy Investment Solutions, LLC15$3.52K0.00%+15New
Legacy Wealth Managment, LLC15$3.52K0.00%+15New
SRS Capital Advisors, Inc.16$3.80K0.00%+11+220.0%Added
Hantz Financial Services, Inc.15$4.00K0.00%−415−96.5%Reduced
Continuum Advisory, LLC17$4.04K0.00%00.0%Unchanged
Zions Bancorporation, N.A.17$4.04K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC17$4.04K0.00%+17New
JFS Wealth Advisors, LLC19$4.52K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.20$4.75K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.21$4.99K0.00%+21New
Beaird Harris Wealth Management, LLC23$5.47K0.00%00.0%Unchanged
Modus Advisors, LLC24$5.71K0.00%+24New
Raffa Wealth Management, LLC25$5.94K0.00%−3−10.7%Reduced
Valued Wealth Advisors LLC26$6.19K0.00%−1−3.7%Reduced
CoreCap Advisors, LLC27$6.42K0.00%+6+28.6%Added
Quent Capital, LLC28$6.66K0.00%+7+33.3%Added
LRI Investments, LLC29$6.89K0.00%00.0%Unchanged
Creative Financial Designs Inc29$6.90K0.00%00.0%Unchanged
Salem Investment Counselors Inc37$8.80K0.00%+37New
Hurley Capital, LLC38$9.04K0.01%+38New
West Branch Capital LLC40$9.51K0.00%00.0%Unchanged
Promus Capital, LLC40$9.51K0.01%+40New
Cherry Tree Wealth Management, LLC44$10.5K0.00%00.0%Unchanged
Bogart Wealth, LLC45$10.7K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC47$11.2K0.00%00.0%Unchanged
Red Tortoise LLC49$11.6K0.01%00.0%Unchanged
WPG Advisers, LLC49$11.6K0.01%+49New
Ridgewood Investments LLC50$11.9K0.01%00.0%Unchanged
Insight Financial Services50$11.9K0.01%00.0%Unchanged
PSI Advisors, LLC50$11.9K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC51$12.1K0.00%+1+2.0%Added
Bell Investment Advisors, Inc55$13.1K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$13.3K0.00%00.0%Unchanged
Princeton Global Asset Management LLC56$13.3K0.00%+56New
Financial Network Wealth Advisors LLC58$13.8K0.03%−3−4.9%Reduced
Global Financial Private Client, LLC58$13.8K0.01%+1+1.8%Added
Global Retirement Partners, LLC62$14.7K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.65$15.5K0.00%00.0%Unchanged
DT Investment Partners, LLC66$15.7K0.00%00.0%Unchanged
Silicon Valley Capital Partners71$16.9K0.00%+71New
Financial Life Planners72$17.1K0.01%+72New
Umb Bank N A82$19.5K0.00%00.0%Unchanged
Rakuten Securities, Inc.83$19.7K0.01%−228−73.3%Reduced
Ossiam89$21.2K0.00%+89New
Proequities, Inc.91$22.0K0.00%−22−19.5%Reduced
National Pension Service93$22.1K0.00%+93New
Riverview Trust Co98$23.3K0.02%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.106$25.2K0.00%00.0%Unchanged
Compass Financial Services Inc110$26.2K0.01%+110New
West Oak Capital, LLC110$26.2K0.01%00.0%Unchanged
Whipplewood Advisors, LLC112$26.6K0.02%+112New
Pittenger & Anderson Inc113$26.9K0.00%+23+25.6%Added
Sunbelt Securities, Inc.116$27.8K0.00%−81−41.1%Reduced
Tucker Asset Management LLC117$27.8K0.00%+117New
Geneos Wealth Management Inc.118$28.1K0.00%+1+0.9%Added
GeoWealth Management, LLC125$29.7K0.00%−163−56.6%Reduced
Whittier Trust Co135$32.1K0.00%00.0%Unchanged
Truvestments Capital LLC145$34.5K0.01%00.0%Unchanged
Cornerstone Planning Group LLC148$34.8K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA170$40.4K0.01%−90−34.6%Reduced
Tobam178$42.0K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.176$42.2K0.00%−3−1.7%Reduced
Steward Partners Investment Advisory, LLC178$42.3K0.00%+17+10.6%Added
Banque Transatlantique SA185$43.7K0.00%+185New
Kayne Anderson Rudnick Investment Management LLC195$46.4K0.00%−4−2.0%Reduced
Lindbrook Capital, LLC196$46.6K0.00%+5+2.6%Added
Farther Finance Advisors, LLC196$46.6K0.00%+10+5.4%Added
Fifth Third Bancorp197$46.8K0.00%−3−1.5%Reduced
Bryn Mawr Trust Co200$47.5K0.00%00.0%Unchanged
Compass Wealth Management LLC200$47.5K0.01%00.0%Unchanged
Arrowpoint Investment Partners (Singapore) Pte. Ltd.200$47.5K0.03%+200New