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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Heico Corp as of Sep 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
715
+23 vs. Q2 2025
Shares held
39.0M
−103.6K (−0.3%) vs. Q2 2025
Total value
$12.5B
−$272.3M (−2.1%) vs. Q2 2025
New holders
77
253 more added
Sold out
54
241 more reduced

14 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 715 institutions
Q1 2021: 427 institutionsQ2 2021: 424 institutionsQ3 2021: 401 institutionsQ4 2021: 415 institutionsQ1 2022: 435 institutionsQ2 2022: 419 institutionsQ3 2022: 438 institutionsQ4 2022: 451 institutionsQ1 2023: 459 institutionsQ2 2023: 475 institutionsQ3 2023: 468 institutionsQ4 2023: 498 institutionsQ1 2024: 518 institutionsQ2 2024: 551 institutionsQ3 2024: 587 institutionsQ4 2024: 608 institutionsQ1 2025: 640 institutionsQ2 2025: 706 institutionsQ3 2025: 715 institutionsQ4 2025: 757 institutionsQ1 2026: 739 institutionsQ2 2026: 777 institutions
Value heldQ3 2025: $12.5B
Q1 2021: $4.34BQ2 2021: $4.83BQ3 2021: $4.64BQ4 2021: $5.22BQ1 2022: $5.81BQ2 2022: $4.85BQ3 2022: $5.35BQ4 2022: $5.81BQ1 2023: $6.54BQ2 2023: $6.74BQ3 2023: $6.11BQ4 2023: $6.73BQ1 2024: $7.29BQ2 2024: $8.69BQ3 2024: $9.84BQ4 2024: $9.32BQ1 2025: $10.3BQ2 2025: $12.8BQ3 2025: $12.5BQ4 2025: $12.9BQ1 2026: $11.0BQ2 2026: $15.4B
Institutions holding HEI and their total value by quarter
QuarterHoldersValue
Q2 2026777$15.4B
Q1 2026739$11.0B
Q4 2025757$12.9B
Q3 2025715$12.5B
Q2 2025706$12.8B
Q1 2025640$10.3B
Q4 2024608$9.32B
Q3 2024587$9.84B
Q2 2024551$8.69B
Q1 2024518$7.29B
Q4 2023498$6.73B
Q3 2023468$6.11B
Q2 2023475$6.74B
Q1 2023459$6.54B
Q4 2022451$5.81B
Q3 2022438$5.35B
Q2 2022419$4.85B
Q1 2022435$5.81B
Q4 2021415$5.22B
Q3 2021401$4.64B
Q2 2021424$4.83B
Q1 2021427$4.34B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2025.

Institutions holding HEI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC0$200.00%0Unchanged
Steward Partners Investment Advisory, LLC1$3230.00%−2−66.7%Reduced
American Capital Advisory, LLC1$3230.00%00.0%Unchanged
Rialto Wealth Management, LLC1$3230.00%00.0%Unchanged
Davis Capital Management1$3230.00%+1New
Seneschal Advisors, LLC1$3230.00%+1New
Quaker Wealth Management, LLC2$6460.00%00.0%Unchanged
HFM Investment Advisors, LLC2$6460.00%00.0%Unchanged
Essential Partners LLC2$6460.00%00.0%Unchanged
UMA Financial Services, Inc.2$6460.00%+2New
Retirement Wealth Solutions LLC2$6460.00%+2New
Bare Financial Services, Inc3$9680.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$9680.00%+2+200.0%Added
MV Capital Management, Inc.3$9690.00%00.0%Unchanged
Tobam4$1.00K0.00%+4New
Cloud Capital Management, LLC6$1.00K0.00%+6New
Bay Harbor Wealth Management, LLC4$1.29K0.00%+2+100.0%Added
Tradewinds Capital Management, LLC4$1.29K0.00%00.0%Unchanged
Cromwell Holdings LLC4$1.29K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$1.58K0.00%00.0%Unchanged
Salomon & Ludwin, LLC5$1.60K0.00%+5New
DiNuzzo Private Wealth, Inc.6$1.87K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$1.94K0.00%−2−25.0%Reduced
Brown Brothers Harriman & Co6$1.94K0.00%+6New
Longfellow Investment Management Co LLC7$2.26K0.00%00.0%Unchanged
Marquette Asset Management, LLC7$2.26K0.00%+7New
Winnow Wealth LLC7$2.26K0.00%+7New
IFP Advisors, Inc8$2.58K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC8$2.58K0.00%00.0%Unchanged
Mather Group, LLC.8$2.58K0.00%+8New
JPL Wealth Management, LLC8$2.58K0.00%+8New
Ronald Blue Trust, Inc.10$3.23K0.00%00.0%Unchanged
Sachetta, LLC10$3.23K0.00%00.0%Unchanged
Manchester Capital Management LLC10$3.23K0.00%+9+900.0%Added
Asset Dedication, LLC10$3.23K0.00%+10New
Fortitude Family Office, LLC11$3.55K0.00%+1+10.0%Added
ZRC Wealth Management, LLC11$3.55K0.00%+11New
Capital Advisors, Ltd. LLC13$4.00K0.00%00.0%Unchanged
Groupe la Francaise15$4.06K0.00%+15New
Atlantic Trust, LLC13$4.20K0.00%00.0%Unchanged
Morse Asset Management, Inc15$4.84K0.00%+15New
Legacy Wealth Managment, LLC15$4.84K0.00%00.0%Unchanged
Zions Bancorporation, National Association17$5.49K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC17$5.49K0.00%00.0%Unchanged
Country Trust Bank18$5.81K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$6.13K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$6.13K0.00%00.0%Unchanged
Creative Financial Designs Inc19$6.15K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.20$6.46K0.00%00.0%Unchanged
First Horizon Corp21$6.78K0.00%+21New
Quent Capital, LLC21$6.78K0.00%+21New
Newbridge Financial Services Group, Inc.21$6.79K0.00%00.0%Unchanged
Avion Wealth22$7.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC22$7.13K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC23$7.42K0.00%00.0%Unchanged
WPG Advisers, LLC24$7.75K0.01%00.0%Unchanged
Valued Wealth Advisors LLC26$8.41K0.00%00.0%Unchanged
LRI Investments, LLC29$9.36K0.00%00.0%Unchanged
ORG Partners LLC30$9.68K0.00%+8+36.4%Added
Capital Analysts, LLC30$10.0K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC32$10.3K0.00%−15−31.9%Reduced
Rakuten Securities, Inc.32$10.3K0.00%−11−25.6%Reduced
CVA Family Office, LLC34$11.0K0.00%−4−10.5%Reduced
Trifecta Capital Advisors, LLC35$11.3K0.00%+35New
Salem Investment Counselors Inc37$11.9K0.00%00.0%Unchanged
Bokf, NA38$12.3K0.00%−73−65.8%Reduced
Hurley Capital, LLC38$12.3K0.01%00.0%Unchanged
Grove Bank & Trust40$12.9K0.00%00.0%Unchanged
West Branch Capital LLC40$12.9K0.00%00.0%Unchanged
Princeton Global Asset Management LLC40$12.9K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$14.2K0.00%00.0%Unchanged
Bogart Wealth, LLC45$14.5K0.00%00.0%Unchanged
Red Tortoise LLC49$15.8K0.01%00.0%Unchanged
Insight Financial Services50$16.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc55$17.8K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc56$18.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC58$18.7K0.02%00.0%Unchanged
Sterling Capital Management LLC64$20.7K0.00%00.0%Unchanged
Root Financial Partners, LLC65$20.9K0.00%+65New
DT Investment Partners, LLC66$21.3K0.00%00.0%Unchanged
Geneos Wealth Management Inc.68$22.0K0.00%−86−55.8%Reduced
Silicon Valley Capital Partners71$22.9K0.00%00.0%Unchanged
True Wealth Design, LLC81$26.1K0.01%+60+285.7%Added
South State Corp.84$27.1K0.00%−4−4.5%Reduced
Westside Investment Management, Inc.86$27.5K0.00%+43+100.0%Added
Greykasell Wealth Strategies, Inc.90$29.1K0.01%+90New
Hazlett, Burt & Watson, Inc.95$31.0K0.01%+95New
Binnacle Investments Inc100$32.3K0.02%−1−1.0%Reduced
Costello Asset Management, INC100$32.3K0.01%00.0%Unchanged
Berbice Capital Management LLC100$32.3K0.02%+100New
Global Retirement Partners, LLC100$32.3K0.00%+12+13.6%Added
West Oak Capital, LLC100$32.3K0.01%00.0%Unchanged
NBC Securities, Inc.101$32.8K0.00%00.0%Unchanged
Quarry LP103$33.3K0.01%+103New
Compass Financial Services Inc110$35.5K0.02%00.0%Unchanged
TD Private Client Wealth LLC113$36.5K0.00%−11−8.9%Reduced
Sunbelt Securities, Inc.118$38.1K0.00%+2+1.7%Added
Private Trust Co NA123$39.7K0.00%00.0%Unchanged
Wealthspire Advisors, LLC134$43.3K0.00%+134New
Whittier Trust Co135$43.3K0.00%00.0%Unchanged