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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 206 | $49.0K | 0.03% | +206 | New |
| National Bank of Canada | 220 | $52.4K | 0.00% | +13+6.3% | Added |
| Quadrant Capital Group LLC | 230 | $54.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 233 | $55.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 239 | $57.3K | 0.01% | −349−59.4% | Reduced |
| Rothschild Investment LLC | 252 | $59.9K | 0.00% | +101+66.9% | Added |
| Private Trust Co NA | 264 | $62.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 265 | $63.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 279 | $66.3K | 0.02% | −26−8.5% | Reduced |
| Tortoise Investment Management, LLC | 301 | $71.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 317 | $75.4K | 0.00% | +66+26.3% | Added |
| Principal Securities, Inc. | 332 | $78.9K | 0.00% | +47+16.5% | Added |
| TD Private Client Wealth LLC | 333 | $79.2K | 0.00% | −15−4.3% | Reduced |
| Oarsman Capital, Inc. | 365 | $86.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 366 | $87.0K | 0.02% | +229+167.2% | Added |
| Loomis Sayles & Co L P | 379 | $90.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 382 | $90.8K | 0.01% | −16−4.0% | Reduced |
| Harbour Investments, Inc. | 385 | $91.5K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $95.1K | 0.08% | +400 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 400 | $95.9K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 407 | $96.0K | 0.02% | +6+1.5% | Added |
| Covestor Ltd | 426 | $102.0K | 0.06% | +29+7.3% | Added |
| Acadian Asset Management LLC | 436 | $103.0K | 0.00% | −1,156−72.6% | Reduced |
| AdvisorNet Financial, Inc | 452 | $107.5K | 0.01% | −98−17.8% | Reduced |
| Parallel Advisors, LLC | 458 | $109.0K | 0.00% | +4+0.9% | Added |
| Harbor Investment Advisory, LLC | 480 | $114.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 552 | $131.2K | 0.00% | +198+55.9% | Added |
| Skopos Labs, Inc. | 555 | $131.9K | 0.04% | +64+13.0% | Added |
| SBI Securities Co., Ltd. | 569 | $135.3K | 0.00% | +569 | New |
| Arcadia Investment Management Corp | 600 | $142.6K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 601 | $142.9K | 0.18% | +601 | New |
| Founders Capital Management | 619 | $147.2K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 622 | $147.9K | 0.00% | +319+105.3% | Added |
| Allworth Financial LP | 634 | $153.1K | 0.00% | +7+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 657 | $156.0K | 0.12% | +543+476.3% | Added |
| Aster Capital Management (DIFC) Ltd | 663 | $157.6K | 0.06% | +475+252.7% | Added |
| Osterweis Capital Management Inc | 671 | $159.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 675 | $160.0K | 0.00% | +140+26.2% | Added |
| Centaurus Financial, Inc. | 683 | $162.0K | 0.01% | −48−6.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $166.4K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 713 | $169.5K | 0.00% | −89−11.1% | Reduced |
| SG Americas Securities, LLC | 722 | $172.0K | 0.00% | −467−39.3% | Reduced |
| MAI Capital Management | 730 | $173.6K | 0.00% | +730 | New |
| GHP Investment Advisors, Inc. | 791 | $188.1K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 813 | $193.3K | 0.00% | −33−3.9% | Reduced |
| IFP Advisors, Inc | 848 | $201.6K | 0.01% | +32+3.9% | Added |
| Pekin Hardy Strauss, Inc. | 850 | $202.1K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 859 | $204.2K | 0.00% | −69−7.4% | Reduced |
| Reuter James Wealth Management, LLC | 861 | $204.8K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 866 | $205.9K | 0.00% | −336−28.0% | Reduced |
| Claret Asset Management Corp | 873 | $208.0K | 0.03% | +6+0.7% | Added |
| HighPoint Advisor Group LLC | 904 | $209.8K | 0.01% | −152−14.4% | Reduced |
| Fortis Group Advisors, LLC | 888 | $211.2K | 0.04% | −1−0.1% | Reduced |
| Fiduciary Trust Co | 900 | $214.0K | 0.00% | −16−1.7% | Reduced |
| HighMark Wealth Management LLC | 904 | $214.9K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 917 | $218.0K | 0.02% | +396+76.0% | Added |
| MONECO Advisors, LLC | 918 | $218.2K | 0.02% | +13+1.4% | Added |
| Security National Bank of So Dak | 920 | $218.7K | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 922 | $219.1K | 0.01% | −60−6.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 923 | $219.4K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 926 | $220.1K | 0.09% | +926 | New |
| Lifeworks Advisors, LLC | 928 | $220.6K | 0.04% | +928 | New |
| CWM, LLC | 928 | $221.0K | 0.00% | +12+1.3% | Added |
| Nomura Holdings Inc | 933 | $221.8K | 0.00% | +933 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 944 | $224.4K | 0.05% | +10+1.1% | Added |
| Savant Capital, LLC | 946 | $224.9K | 0.00% | −12−1.3% | Reduced |
| Prudential Financial Inc | 969 | $230.4K | 0.00% | −621−39.1% | Reduced |
| Exencial Wealth Advisors, LLC | 970 | $230.6K | 0.01% | −11−1.1% | Reduced |
| One Day In July LLC | 972 | $231.1K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 973 | $231.3K | 0.00% | +46+5.0% | Added |
| Essex LLC | 980 | $233.0K | 0.05% | −85−8.0% | Reduced |
| Private Advisory Group LLC | 981 | $233.2K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $237.7K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,000 | $237.7K | 0.18% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,000 | $237.7K | 0.06% | +1,000 | New |
| Vestcor Inc | 1,007 | $239.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,007 | $239.4K | 0.02% | +1,007 | New |
| Kingsview Wealth Management, LLC | 1,008 | $239.6K | 0.00% | +26+2.6% | Added |
| Longboard Asset Management, LP | 1,016 | $241.5K | 0.64% | +1,016 | New |
| Brinker Capital Investments, LLC | 1,020 | $242.4K | 0.00% | +76+8.1% | Added |
| Orion Portfolio Solutions, LLC | 1,020 | $242.4K | 0.00% | +76+8.1% | Added |
| FineMark National Bank & Trust | 1,021 | $242.7K | 0.01% | −375−26.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,037 | $246.6K | 0.01% | +982+1,785.5% | Added |
| United Capital Financial Advisers, LLC | 1,043 | $248.0K | 0.00% | +56+5.7% | Added |
| Simon Quick Advisors, LLC | 1,050 | $249.6K | 0.01% | +1,050 | New |
| Firestone Capital Management | 1,066 | $253.4K | 0.06% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 1,068 | $253.9K | 0.16% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,074 | $255.3K | 0.01% | +74+7.4% | Added |
| Venturi Wealth Management, LLC | 1,088 | $258.7K | 0.01% | −3−0.3% | Reduced |
| Fortress Financial Solutions, LLC | 1,105 | $262.7K | 0.37% | +1,105 | New |
| Man Group plc | 1,113 | $264.6K | 0.00% | +1,113 | New |
| Anchor Investment Management, LLC | 1,117 | $265.6K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,129 | $266.0K | 0.01% | −61−5.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $270.8K | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,185 | $281.7K | 0.01% | +9+0.8% | Added |
| FDx Advisors, Inc. | 1,197 | $285.0K | 0.08% | −450−27.3% | Reduced |
| Hilltop Holdings Inc. | 1,209 | $287.3K | 0.02% | −1,465−54.8% | Reduced |
| TrinityPoint Wealth, LLC | 1,211 | $288.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,217 | $289.3K | 0.01% | −126−9.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,220 | $290.0K | 0.00% | +2+0.2% | Added |