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, Q2 2025
Institutional positions in Heico Corp as of Jun 30, 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
- 706
- +75 vs. Q1 2025
- Shares held
- 39.2M
- +689.5K (+1.8%) vs. Q1 2025
- Total value
- $12.8B
- +$2.56B (+25.0%) vs. Q1 2025
- New holders
- 113
- 239 more added
- Sold out
- 38
- 231 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 885 | $290.3K | 0.16% | −23−2.5% | Reduced |
| Fortis Group Advisors, LLC | 889 | $290.4K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 887 | $290.9K | 0.04% | +266+42.8% | Added |
| Ethic Inc. | 897 | $292.2K | 0.01% | −159−15.1% | Reduced |
| Essex LLC | 895 | $293.6K | 0.06% | −55−5.8% | Reduced |
| Ausdal Financial Partners, Inc. | 897 | $294.2K | 0.02% | −1−0.1% | Reduced |
| PAX Financial Group, LLC | 900 | $295.2K | 0.06% | −311−25.7% | Reduced |
| HighMark Wealth Management LLC | 904 | $296.5K | 0.14% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 923 | $302.7K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 925 | $303.4K | 0.00% | +87+10.4% | Added |
| Mount Yale Investment Advisors, LLC | 925 | $303.4K | 0.02% | +925 | New |
| Lifeworks Advisors, LLC | 928 | $304.4K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 915 | $306.7K | 0.00% | −15−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 937 | $307.3K | 0.01% | +937 | New |
| DRW Securities, LLC | 945 | $310.0K | 0.02% | +945 | New |
| Wealthcare Advisory Partners LLC | 945 | $310.0K | 0.01% | +16+1.7% | Added |
| Anchor Investment Management, LLC | 972 | $318.8K | 0.03% | −145−13.0% | Reduced |
| One Day In July LLC | 972 | $318.8K | 0.03% | 00.0% | Unchanged |
| Private Advisory Group LLC | 981 | $321.8K | 0.03% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,000 | $328.0K | 0.24% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,000 | $328.0K | 0.07% | +25+2.6% | Added |
| Alberta Investment Management Corp | 1,000 | $328.0K | 0.00% | +1,000 | New |
| Vestcor Inc | 1,003 | $329.0K | 0.01% | −4−0.4% | Reduced |
| CWM, LLC | 1,009 | $331.0K | 0.00% | +16+1.6% | Added |
| Nisa Investment Advisors, LLC | 1,022 | $335.2K | 0.00% | +22+2.2% | Added |
| Investment Management Corp of Ontario | 1,049 | $344.1K | 0.01% | −200−16.0% | Reduced |
| Portside Wealth Group, LLC | 1,057 | $346.7K | 0.05% | +1,057 | New |
| Firestone Capital Management | 1,066 | $349.6K | 0.08% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 1,068 | $350.3K | 0.19% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,075 | $352.6K | 0.01% | +123+12.9% | Added |
| Syon Capital LLC | 1,096 | $359.5K | 0.02% | +1,096 | New |
| EntryPoint Capital, LLC | 1,120 | $367.4K | 0.18% | −918−45.0% | Reduced |
| Evergreen Capital Management LLC | 1,121 | $367.7K | 0.01% | +262+30.5% | Added |
| Mutual Advisors, LLC | 1,138 | $368.5K | 0.01% | −92−7.5% | Reduced |
| Fiduciary Trust Co | 1,131 | $371.0K | 0.00% | −44−3.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $373.6K | 0.20% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,161 | $381.0K | 0.12% | −9−0.8% | Reduced |
| Coldstream Capital Management Inc | 1,172 | $384.4K | 0.01% | −204−14.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,196 | $392.3K | 0.01% | −18−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,199 | $393.3K | 0.03% | −82−6.4% | Reduced |
| Coastal Bridge Advisors, LLC | 1,206 | $395.5K | 0.03% | +1,206 | New |
| Quadrant Capital Group LLC | 1,208 | $396.2K | 0.01% | −63−5.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,212 | $397.5K | 0.10% | +1,212 | New |
| J.W. Cole Advisors, Inc. | 1,221 | $400.5K | 0.01% | +359+41.6% | Added |
| Putney Financial Group LLC | 1,237 | $405.7K | 0.41% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,239 | $406.4K | 0.15% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 1,260 | $413.3K | 0.52% | +14+1.1% | Added |
| Rehmann Capital Advisory Group | 1,278 | $419.2K | 0.03% | −14−1.1% | Reduced |
| Yorktown Management & Research Co Inc | 1,280 | $419.8K | 0.40% | +1,280 | New |
| Retireful, LLC | 1,296 | $425.1K | 0.29% | −168−11.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,305 | $428.0K | 0.25% | +1,305 | New |
| HighPoint Advisor Group LLC | 1,309 | $429.4K | 0.02% | +399+43.8% | Added |
| Aigen Investment Management, LP | 1,316 | $431.6K | 0.06% | −257−16.3% | Reduced |
| Lazard Asset Management LLC | 1,320 | $432.0K | 0.00% | −1,036,214−99.9% | Reduced |
| TFB Advisors LLC | 1,331 | $436.6K | 0.11% | +61+4.8% | Added |
| Callan Family Office, LLC | 1,335 | $437.9K | 0.01% | +1,335 | New |
| Centiva Capital, LP | 1,336 | $438.2K | 0.03% | +1,336 | New |
| Fidelis Capital Partners, LLC | 1,394 | $441.3K | 0.04% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,350 | $442.8K | 0.05% | −1,400−50.9% | Reduced |
| Acadian Asset Management LLC | 1,381 | $452.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,519 | $455.3K | 0.02% | +1+0.1% | Added |
| Baker Avenue Asset Management, LP | 1,393 | $456.9K | 0.01% | +102+7.9% | Added |
| FineMark National Bank & Trust | 1,396 | $457.9K | 0.02% | +375+36.7% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $459.2K | 0.13% | +1,400 | New |
| CIBC Private Wealth Group, LLC | 1,413 | $463.5K | 0.00% | −55−3.7% | Reduced |
| King Luther Capital Management Corp | 1,415 | $464.1K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,423 | $466.7K | 0.09% | +1,423 | New |
| Smartleaf Asset Management LLC | 1,464 | $476.9K | 0.04% | −63−4.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,456 | $477.6K | 0.02% | +140+10.6% | Added |
| Eagle Global Advisors LLC | 1,461 | $479.2K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 1,512 | $495.9K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,518 | $497.9K | 0.01% | +1,518 | New |
| Parkside Financial Bank & Trust | 1,537 | $504.2K | 0.05% | −268−14.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,539 | $504.8K | 0.22% | +426+38.3% | Added |
| Cynosure Management, LLC | 1,564 | $513.0K | 0.06% | +285+22.3% | Added |
| GWM Advisors LLC | 1,570 | $515.1K | 0.00% | +134+9.3% | Added |
| Calamos Wealth Management LLC | 1,576 | $516.9K | 0.02% | +9+0.6% | Added |
| Omers Administration Corp | 1,579 | $517.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,580 | $518.2K | 0.01% | +30+1.9% | Added |
| CIBC World Markets Inc. | 1,593 | $522.5K | 0.00% | +133+9.1% | Added |
| Sequoia Financial Advisors, LLC | 1,611 | $528.4K | 0.00% | +461+40.1% | Added |
| Brinker Capital Investments, LLC | 1,647 | $540.1K | 0.00% | +743+82.2% | Added |
| Atria Investments LLC | 1,648 | $540.5K | 0.01% | −52−3.1% | Reduced |
| Signaturefd, LLC | 1,651 | $541.5K | 0.01% | +193+13.2% | Added |
| Pensionmark Financial Group, LLC | 1,663 | $545.4K | 0.01% | −18−1.1% | Reduced |
| Clearstead Advisors, LLC | 1,674 | $549.1K | 0.01% | −131−7.3% | Reduced |
| GAMMA Investing LLC | 1,676 | $549.7K | 0.03% | +295+21.4% | Added |
| Advisory Services Network, LLC | 1,684 | $550.3K | 0.01% | −43−2.5% | Reduced |
| Eqis Capital Management, Inc. | 1,711 | $561.1K | 0.04% | −253−12.9% | Reduced |
| CenterBook Partners LP | 1,716 | $562.8K | 0.03% | −1,479−46.3% | Reduced |
| Bank of Montreal | 1,717 | $563.2K | 0.00% | −63−3.5% | Reduced |
| LJI Wealth Management, LLC | 1,750 | $574.0K | 0.10% | −150−7.9% | Reduced |
| Siemens Fonds Invest GmbH | 1,785 | $585.5K | 0.03% | +102+6.1% | Added |
| Readystate Asset Management LP | 1,785 | $585.5K | 0.02% | +1,785 | New |
| Oppenheimer & Co Inc | 1,814 | $595.0K | 0.01% | +302+20.0% | Added |
| CIBC World Markets Corp | 1,833 | $601.2K | 0.00% | −170−8.5% | Reduced |
| We Are One Seven, LLC | 1,837 | $602.5K | 0.02% | +1,837 | New |
| Andina Capital Management, LLC | 1,846 | $605.5K | 0.42% | +31+1.7% | Added |
| Glenmede Investment Management, LP | 1,847 | $605.8K | 0.00% | +1,847 | New |
| Norden Group LLC | 1,847 | $605.8K | 0.07% | +1,847 | New |