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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,356 | $322.4K | 0.01% | −363−21.1% | Reduced |
| GAMMA Investing LLC | 1,338 | $318.1K | 0.03% | +413+44.6% | Added |
| Rehmann Capital Advisory Group | 1,314 | $312.4K | 0.02% | −43−3.2% | Reduced |
| Cynosure Management, LLC | 1,276 | $303.4K | 0.05% | −94−6.9% | Reduced |
| TFB Advisors LLC | 1,274 | $302.9K | 0.09% | +1+0.1% | Added |
| Powell Investment Advisors, LLC | 1,239 | $294.6K | 0.14% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,237 | $294.1K | 0.26% | +1,237 | New |
| Redwood Investments, LLC | 1,233 | $293.1K | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,220 | $290.0K | 0.00% | +2+0.2% | Added |
| CAPROCK Group, Inc. | 1,217 | $289.3K | 0.01% | −126−9.4% | Reduced |
| TrinityPoint Wealth, LLC | 1,211 | $288.0K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,209 | $287.3K | 0.02% | −1,465−54.8% | Reduced |
| FDx Advisors, Inc. | 1,197 | $285.0K | 0.08% | −450−27.3% | Reduced |
| Signaturefd, LLC | 1,185 | $281.7K | 0.01% | +9+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $270.8K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,129 | $266.0K | 0.01% | −61−5.1% | Reduced |
| Anchor Investment Management, LLC | 1,117 | $265.6K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 1,113 | $264.6K | 0.00% | +1,113 | New |
| Fortress Financial Solutions, LLC | 1,105 | $262.7K | 0.37% | +1,105 | New |
| Venturi Wealth Management, LLC | 1,088 | $258.7K | 0.01% | −3−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,074 | $255.3K | 0.01% | +74+7.4% | Added |
| RPS Advisory Solutions LLC | 1,068 | $253.9K | 0.16% | 00.0% | Unchanged |
| Firestone Capital Management | 1,066 | $253.4K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,050 | $249.6K | 0.01% | +1,050 | New |
| United Capital Financial Advisers, LLC | 1,043 | $248.0K | 0.00% | +56+5.7% | Added |
| EverSource Wealth Advisors, LLC | 1,037 | $246.6K | 0.01% | +982+1,785.5% | Added |
| FineMark National Bank & Trust | 1,021 | $242.7K | 0.01% | −375−26.9% | Reduced |
| 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 |
| Longboard Asset Management, LP | 1,016 | $241.5K | 0.64% | +1,016 | New |
| Kingsview Wealth Management, LLC | 1,008 | $239.6K | 0.00% | +26+2.6% | Added |
| Magnus Financial Group LLC | 1,007 | $239.4K | 0.02% | +1,007 | New |
| Vestcor Inc | 1,007 | $239.0K | 0.01% | 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 |
| Private Advisory Group LLC | 981 | $233.2K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 980 | $233.0K | 0.05% | −85−8.0% | Reduced |
| Sequoia Financial Advisors, LLC | 973 | $231.3K | 0.00% | +46+5.0% | Added |
| One Day In July LLC | 972 | $231.1K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 970 | $230.6K | 0.01% | −11−1.1% | Reduced |
| Prudential Financial Inc | 969 | $230.4K | 0.00% | −621−39.1% | Reduced |
| Savant Capital, LLC | 946 | $224.9K | 0.00% | −12−1.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 944 | $224.4K | 0.05% | +10+1.1% | Added |
| Nomura Holdings Inc | 933 | $221.8K | 0.00% | +933 | New |
| CWM, LLC | 928 | $221.0K | 0.00% | +12+1.3% | Added |
| Lifeworks Advisors, LLC | 928 | $220.6K | 0.04% | +928 | New |
| EntryPoint Capital, LLC | 926 | $220.1K | 0.09% | +926 | New |
| Sanibel Captiva Trust Company, Inc. | 923 | $219.4K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 922 | $219.1K | 0.01% | −60−6.1% | Reduced |
| Security National Bank of So Dak | 920 | $218.7K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 918 | $218.2K | 0.02% | +13+1.4% | Added |
| Leonteq Securities AG | 917 | $218.0K | 0.02% | +396+76.0% | Added |
| HighMark Wealth Management LLC | 904 | $214.9K | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 900 | $214.0K | 0.00% | −16−1.7% | Reduced |
| Fortis Group Advisors, LLC | 888 | $211.2K | 0.04% | −1−0.1% | Reduced |
| HighPoint Advisor Group LLC | 904 | $209.8K | 0.01% | −152−14.4% | Reduced |
| Claret Asset Management Corp | 873 | $208.0K | 0.03% | +6+0.7% | Added |
| Oppenheimer & Co Inc | 866 | $205.9K | 0.00% | −336−28.0% | Reduced |
| Reuter James Wealth Management, LLC | 861 | $204.8K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 859 | $204.2K | 0.00% | −69−7.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 850 | $202.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 848 | $201.6K | 0.01% | +32+3.9% | Added |
| Corebridge Financial, Inc. | 813 | $193.3K | 0.00% | −33−3.9% | Reduced |
| GHP Investment Advisors, Inc. | 791 | $188.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 730 | $173.6K | 0.00% | +730 | New |
| SG Americas Securities, LLC | 722 | $172.0K | 0.00% | −467−39.3% | Reduced |
| Sterling Capital Management LLC | 713 | $169.5K | 0.00% | −89−11.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 700 | $166.4K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 683 | $162.0K | 0.01% | −48−6.6% | Reduced |
| Ci Investments Inc. | 675 | $160.0K | 0.00% | +140+26.2% | Added |
| Osterweis Capital Management Inc | 671 | $159.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 663 | $157.6K | 0.06% | +475+252.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 657 | $156.0K | 0.12% | +543+476.3% | Added |
| Allworth Financial LP | 634 | $153.1K | 0.00% | +7+1.1% | Added |
| Spire Wealth Management | 622 | $147.9K | 0.00% | +319+105.3% | Added |
| Founders Capital Management | 619 | $147.2K | 0.09% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 601 | $142.9K | 0.18% | +601 | New |
| Arcadia Investment Management Corp | 600 | $142.6K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 569 | $135.3K | 0.00% | +569 | New |
| Skopos Labs, Inc. | 555 | $131.9K | 0.04% | +64+13.0% | Added |
| Huntington National Bank | 552 | $131.2K | 0.00% | +198+55.9% | Added |
| Harbor Investment Advisory, LLC | 480 | $114.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 458 | $109.0K | 0.00% | +4+0.9% | Added |
| AdvisorNet Financial, Inc | 452 | $107.5K | 0.01% | −98−17.8% | Reduced |
| Acadian Asset Management LLC | 436 | $103.0K | 0.00% | −1,156−72.6% | Reduced |
| Covestor Ltd | 426 | $102.0K | 0.06% | +29+7.3% | Added |
| Hemington Wealth Management | 407 | $96.0K | 0.02% | +6+1.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 400 | $95.9K | 0.04% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $95.1K | 0.08% | +400 | New |
| Harbour Investments, Inc. | 385 | $91.5K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 382 | $90.8K | 0.01% | −16−4.0% | Reduced |
| Loomis Sayles & Co L P | 379 | $90.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 366 | $87.0K | 0.02% | +229+167.2% | Added |
| Oarsman Capital, Inc. | 365 | $86.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 333 | $79.2K | 0.00% | −15−4.3% | Reduced |
| Principal Securities, Inc. | 332 | $78.9K | 0.00% | +47+16.5% | Added |
| Massmutual Trust Co FSB | 317 | $75.4K | 0.00% | +66+26.3% | Added |
| Tortoise Investment Management, LLC | 301 | $71.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 279 | $66.3K | 0.02% | −26−8.5% | Reduced |