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, Q1 2025
Institutional positions in Heico Corp as of Mar 31, 2025. 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
- 640
- +42 vs. Q4 2024
- Shares held
- 38.5M
- +60.7K (+0.2%) vs. Q4 2024
- Total value
- $10.3B
- +$1.15B (+12.5%) vs. Q4 2024
- New holders
- 108
- 206 more added
- Sold out
- 66
- 212 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 196 | $52.4K | 0.00% | −426−68.5% | Reduced |
| Fifth Third Bancorp | 197 | $52.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $53.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $53.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 208 | $55.4K | 0.00% | −5,141−96.1% | Reduced |
| Lindbrook Capital, LLC | 213 | $56.9K | 0.01% | +17+8.7% | Added |
| National Bank of Canada | 218 | $58.2K | 0.00% | −2−0.9% | Reduced |
| Rothschild Investment LLC | 222 | $59.3K | 0.00% | −30−11.9% | Reduced |
| Bayforest Capital Ltd | 231 | $61.7K | 0.03% | −370−61.6% | Reduced |
| Geneos Wealth Management Inc. | 233 | $62.3K | 0.00% | +115+97.5% | Added |
| Colonial Trust Co | 239 | $63.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 244 | $65.2K | 0.00% | −73−23.0% | Reduced |
| Park Place Capital Corp | 255 | $68.1K | 0.02% | −24−8.6% | Reduced |
| TFC Financial Management | 265 | $70.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $72.1K | 0.02% | +100+58.8% | Added |
| Principal Securities, Inc. | 332 | $78.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 296 | $79.1K | 0.04% | +90+43.7% | Added |
| Atwood & Palmer Inc | 300 | $80.2K | 0.01% | +300 | New |
| Tortoise Investment Management, LLC | 301 | $80.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 328 | $87.8K | 0.00% | −709−68.4% | Reduced |
| Ostrum Asset Management | 353 | $94.3K | 0.00% | −29−7.6% | Reduced |
| Loomis Sayles & Co L P | 379 | $101.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $102.9K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 390 | $104.2K | 0.07% | −4,241−91.6% | Reduced |
| Parallel Advisors, LLC | 405 | $108.3K | 0.00% | −53−11.6% | Reduced |
| Hemington Wealth Management | 416 | $111.0K | 0.02% | +9+2.2% | Added |
| TD Private Client Wealth LLC | 458 | $122.4K | 0.00% | +125+37.5% | Added |
| Covestor Ltd | 461 | $123.0K | 0.08% | +35+8.2% | Added |
| Skopos Labs, Inc. | 473 | $126.4K | 0.03% | −82−14.8% | Reduced |
| Harbor Investment Advisory, LLC | 480 | $128.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 529 | $141.3K | 0.00% | −23−4.2% | Reduced |
| AdvisorNet Financial, Inc | 544 | $145.4K | 0.01% | +92+20.4% | Added |
| Arcadia Investment Management Corp | 600 | $160.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 607 | $164.0K | 0.00% | +411+209.7% | Added |
| Founders Capital Management | 619 | $165.4K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 621 | $165.9K | 0.03% | +255+69.7% | Added |
| Allworth Financial LP | 678 | $167.5K | 0.00% | +44+6.9% | Added |
| Ci Investments Inc. | 649 | $173.0K | 0.00% | −26−3.9% | Reduced |
| SBI Securities Co., Ltd. | 654 | $174.7K | 0.01% | +85+14.9% | Added |
| Centaurus Financial, Inc. | 661 | $177.0K | 0.01% | −22−3.2% | Reduced |
| Harbor Capital Advisors, Inc. | 664 | $177.0K | 0.01% | +664 | New |
| Osterweis Capital Management Inc | 671 | $179.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 700 | $187.1K | 0.00% | −30−4.1% | Reduced |
| IFP Advisors, Inc | 712 | $190.2K | 0.01% | −136−16.0% | Reduced |
| Walleye Capital LLC | 742 | $198.3K | 0.00% | −6,993−90.4% | Reduced |
| Baskin Financial Services Inc. | 750 | $200.0K | 0.02% | +750 | New |
| Savant Capital, LLC | 763 | $203.9K | 0.00% | −183−19.3% | Reduced |
| IFG Advisors, LLC | 774 | $206.9K | 0.04% | +774 | New |
| Dynasty Wealth Management, LLC | 781 | $208.7K | 0.00% | +781 | New |
| XML Financial, LLC | 781 | $208.7K | 0.02% | +781 | New |
| Corebridge Financial, Inc. | 783 | $209.2K | 0.00% | −30−3.7% | Reduced |
| Metis Global Partners, LLC | 784 | $209.5K | 0.01% | +784 | New |
| GHP Investment Advisors, Inc. | 792 | $211.5K | 0.01% | +1+0.1% | Added |
| Voloridge Investment Management, LLC | 792 | $211.6K | 0.00% | −25,497−97.0% | Reduced |
| Threadgill Financial, LLC | 792 | $211.6K | 0.11% | +792 | New |
| Aire Advisors, LLC | 800 | $213.8K | 0.05% | +800 | New |
| UniSuper Management Pty Ltd | 800 | $213.8K | 0.00% | +800 | New |
| Enhancing Capital LLC | 802 | $214.3K | 0.17% | +802 | New |
| Quadcap Wealth Management, LLC | 806 | $215.4K | 0.03% | +806 | New |
| CX Institutional | 808 | $216.0K | 0.01% | +808 | New |
| Frank, Rimerman Advisors LLC | 829 | $221.5K | 0.02% | +829 | New |
| Dearborn Partners LLC | 831 | $222.0K | 0.01% | +831 | New |
| Maven Securities LTD | 833 | $222.6K | 0.05% | +833 | New |
| Stephens Inc | 838 | $223.9K | 0.00% | −989−54.1% | Reduced |
| Teza Capital Management LLC | 844 | $225.5K | 0.10% | −7,018−89.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 850 | $227.1K | 0.03% | 00.0% | Unchanged |
| Investment House LLC | 850 | $227.1K | 0.01% | +850 | New |
| HighPoint Advisor Group LLC | 910 | $227.4K | 0.01% | +6+0.7% | Added |
| Evergreen Capital Management LLC | 859 | $229.5K | 0.01% | +859 | New |
| NewEdge Wealth, LLC | 860 | $229.8K | 0.00% | +1+0.1% | Added |
| Reuter James Wealth Management, LLC | 862 | $230.2K | 0.04% | +1+0.1% | Added |
| J.W. Cole Advisors, Inc. | 862 | $230.3K | 0.01% | +862 | New |
| Claret Asset Management Corp | 874 | $233.0K | 0.03% | +1+0.1% | Added |
| KPP Advisory Services LLC | 875 | $233.8K | 0.04% | +875 | New |
| Fortis Group Advisors, LLC | 889 | $237.4K | 0.05% | +1+0.1% | Added |
| Ausdal Financial Partners, Inc. | 898 | $239.9K | 0.02% | +898 | New |
| Allianz Asset Management GmbH | 899 | $240.2K | 0.00% | −1,176−56.7% | Reduced |
| Brinker Capital Investments, LLC | 904 | $241.4K | 0.00% | −116−11.4% | Reduced |
| Orion Portfolio Solutions, LLC | 904 | $241.4K | 0.00% | −116−11.4% | Reduced |
| HighMark Wealth Management LLC | 904 | $241.5K | 0.14% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 905 | $241.8K | 0.02% | −998−52.4% | Reduced |
| Security National Bank of So Dak | 908 | $242.6K | 0.14% | −12−1.3% | Reduced |
| MONECO Advisors, LLC | 920 | $245.8K | 0.03% | +2+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 923 | $246.6K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 930 | $247.5K | 0.00% | +930 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 975 | $247.7K | 0.05% | +31+3.3% | Added |
| Lifeworks Advisors, LLC | 928 | $248.0K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 929 | $248.3K | 0.01% | +7+0.8% | Added |
| Empowered Funds, LLC | 948 | $253.3K | 0.00% | +948 | New |
| Essex LLC | 950 | $253.8K | 0.06% | −30−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 952 | $254.4K | 0.00% | −1,853−66.1% | Reduced |
| One Day In July LLC | 972 | $259.7K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 980 | $261.8K | 0.01% | +10+1.0% | Added |
| Private Advisory Group LLC | 981 | $262.1K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 990 | $264.5K | 0.00% | +990 | New |
| CWM, LLC | 993 | $265.0K | 0.00% | +65+7.0% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $267.2K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,000 | $267.2K | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 1,007 | $269.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,021 | $272.8K | 0.01% | 00.0% | Unchanged |