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 |
|---|---|---|---|---|---|
| RKL Wealth Management LLC | 1,929 | $632.7K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,925 | $631.4K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,900 | $623.2K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 1,900 | $623.2K | 0.01% | +1,900 | New |
| Connecticut Wealth Management, LLC | 1,874 | $614.7K | 0.03% | −42−2.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,859 | $610.0K | 0.13% | +61+3.4% | 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 |
| Andina Capital Management, LLC | 1,846 | $605.5K | 0.42% | +31+1.7% | Added |
| We Are One Seven, LLC | 1,837 | $602.5K | 0.02% | +1,837 | New |
| CIBC World Markets Corp | 1,833 | $601.2K | 0.00% | −170−8.5% | Reduced |
| Oppenheimer & Co Inc | 1,814 | $595.0K | 0.01% | +302+20.0% | Added |
| 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 |
| LJI Wealth Management, LLC | 1,750 | $574.0K | 0.10% | −150−7.9% | Reduced |
| Bank of Montreal | 1,717 | $563.2K | 0.00% | −63−3.5% | Reduced |
| CenterBook Partners LP | 1,716 | $562.8K | 0.03% | −1,479−46.3% | Reduced |
| Eqis Capital Management, Inc. | 1,711 | $561.1K | 0.04% | −253−12.9% | Reduced |
| Advisory Services Network, LLC | 1,684 | $550.3K | 0.01% | −43−2.5% | Reduced |
| GAMMA Investing LLC | 1,676 | $549.7K | 0.03% | +295+21.4% | Added |
| Clearstead Advisors, LLC | 1,674 | $549.1K | 0.01% | −131−7.3% | Reduced |
| Pensionmark Financial Group, LLC | 1,663 | $545.4K | 0.01% | −18−1.1% | Reduced |
| Signaturefd, LLC | 1,651 | $541.5K | 0.01% | +193+13.2% | Added |
| Atria Investments LLC | 1,648 | $540.5K | 0.01% | −52−3.1% | Reduced |
| Brinker Capital Investments, LLC | 1,647 | $540.1K | 0.00% | +743+82.2% | Added |
| Sequoia Financial Advisors, LLC | 1,611 | $528.4K | 0.00% | +461+40.1% | Added |
| CIBC World Markets Inc. | 1,593 | $522.5K | 0.00% | +133+9.1% | Added |
| Valeo Financial Advisors, LLC | 1,580 | $518.2K | 0.01% | +30+1.9% | Added |
| Omers Administration Corp | 1,579 | $517.9K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,576 | $516.9K | 0.02% | +9+0.6% | Added |
| GWM Advisors LLC | 1,570 | $515.1K | 0.00% | +134+9.3% | Added |
| Cynosure Management, LLC | 1,564 | $513.0K | 0.06% | +285+22.3% | Added |
| Sherbrooke Park Advisers LLC | 1,539 | $504.8K | 0.22% | +426+38.3% | Added |
| Parkside Financial Bank & Trust | 1,537 | $504.2K | 0.05% | −268−14.8% | Reduced |
| Dakota Wealth Management | 1,518 | $497.9K | 0.01% | +1,518 | New |
| Forte Capital LLC | 1,512 | $495.9K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,461 | $479.2K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,456 | $477.6K | 0.02% | +140+10.6% | Added |
| Smartleaf Asset Management LLC | 1,464 | $476.9K | 0.04% | −63−4.1% | Reduced |
| Kera Capital Partners, Inc. | 1,423 | $466.7K | 0.09% | +1,423 | New |
| King Luther Capital Management Corp | 1,415 | $464.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,413 | $463.5K | 0.00% | −55−3.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $459.2K | 0.13% | +1,400 | New |
| FineMark National Bank & Trust | 1,396 | $457.9K | 0.02% | +375+36.7% | Added |
| Baker Avenue Asset Management, LP | 1,393 | $456.9K | 0.01% | +102+7.9% | Added |
| Csenge Advisory Group | 1,519 | $455.3K | 0.02% | +1+0.1% | Added |
| Acadian Asset Management LLC | 1,381 | $452.0K | 0.00% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,350 | $442.8K | 0.05% | −1,400−50.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,394 | $441.3K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,336 | $438.2K | 0.03% | +1,336 | New |
| Callan Family Office, LLC | 1,335 | $437.9K | 0.01% | +1,335 | New |
| TFB Advisors LLC | 1,331 | $436.6K | 0.11% | +61+4.8% | Added |
| Lazard Asset Management LLC | 1,320 | $432.0K | 0.00% | −1,036,214−99.9% | Reduced |
| Aigen Investment Management, LP | 1,316 | $431.6K | 0.06% | −257−16.3% | Reduced |
| HighPoint Advisor Group LLC | 1,309 | $429.4K | 0.02% | +399+43.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,305 | $428.0K | 0.25% | +1,305 | New |
| Retireful, LLC | 1,296 | $425.1K | 0.29% | −168−11.5% | Reduced |
| Yorktown Management & Research Co Inc | 1,280 | $419.8K | 0.40% | +1,280 | New |
| Rehmann Capital Advisory Group | 1,278 | $419.2K | 0.03% | −14−1.1% | Reduced |
| Fortress Financial Solutions, LLC | 1,260 | $413.3K | 0.52% | +14+1.1% | Added |
| Powell Investment Advisors, LLC | 1,239 | $406.4K | 0.15% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,237 | $405.7K | 0.41% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,221 | $400.5K | 0.01% | +359+41.6% | Added |
| Legacy Wealth Asset Management, LLC | 1,212 | $397.5K | 0.10% | +1,212 | New |
| Quadrant Capital Group LLC | 1,208 | $396.2K | 0.01% | −63−5.0% | Reduced |
| Coastal Bridge Advisors, LLC | 1,206 | $395.5K | 0.03% | +1,206 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,199 | $393.3K | 0.03% | −82−6.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,196 | $392.3K | 0.01% | −18−1.5% | Reduced |
| Coldstream Capital Management Inc | 1,172 | $384.4K | 0.01% | −204−14.8% | Reduced |
| FDx Advisors, Inc. | 1,161 | $381.0K | 0.12% | −9−0.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $373.6K | 0.20% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,131 | $371.0K | 0.00% | −44−3.7% | Reduced |
| Mutual Advisors, LLC | 1,138 | $368.5K | 0.01% | −92−7.5% | Reduced |
| Evergreen Capital Management LLC | 1,121 | $367.7K | 0.01% | +262+30.5% | Added |
| EntryPoint Capital, LLC | 1,120 | $367.4K | 0.18% | −918−45.0% | Reduced |
| Syon Capital LLC | 1,096 | $359.5K | 0.02% | +1,096 | New |
| Bradley Foster & Sargent Inc | 1,075 | $352.6K | 0.01% | +123+12.9% | Added |
| RPS Advisory Solutions LLC | 1,068 | $350.3K | 0.19% | 00.0% | Unchanged |
| Firestone Capital Management | 1,066 | $349.6K | 0.08% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,057 | $346.7K | 0.05% | +1,057 | New |
| Investment Management Corp of Ontario | 1,049 | $344.1K | 0.01% | −200−16.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,022 | $335.2K | 0.00% | +22+2.2% | Added |
| CWM, LLC | 1,009 | $331.0K | 0.00% | +16+1.6% | Added |
| Vestcor Inc | 1,003 | $329.0K | 0.01% | −4−0.4% | Reduced |
| 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 |
| Private Advisory Group LLC | 981 | $321.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| Wealthcare Advisory Partners LLC | 945 | $310.0K | 0.01% | +16+1.7% | Added |
| DRW Securities, LLC | 945 | $310.0K | 0.02% | +945 | New |
| Kingsview Wealth Management, LLC | 937 | $307.3K | 0.01% | +937 | New |
| Wiley Bros.-Aintree Capital, LLC | 915 | $306.7K | 0.00% | −15−1.6% | Reduced |
| Lifeworks Advisors, LLC | 928 | $304.4K | 0.05% | 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 |
| Sanibel Captiva Trust Company, Inc. | 923 | $302.7K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 904 | $296.5K | 0.14% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 900 | $295.2K | 0.06% | −311−25.7% | Reduced |