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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 214 | $69.1K | 0.00% | +2+0.9% | Added |
| Umb Bank N A | 211 | $68.1K | 0.00% | +127+151.2% | Added |
| Cornerstone Planning Group LLC | 218 | $67.7K | 0.01% | +79+56.8% | Added |
| Bryn Mawr Trust Co | 200 | $64.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $63.0K | 0.00% | −7−3.5% | Reduced |
| Virtus ETF Advisers LLC | 190 | $61.3K | 0.03% | −200−51.3% | Reduced |
| Banque Transatlantique SA | 185 | $59.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 167 | $53.9K | 0.00% | +167 | New |
| Tower Research Capital LLC (TRC) | 164 | $52.9K | 0.00% | −116−41.4% | Reduced |
| SJS Investment Consulting Inc. | 153 | $49.4K | 0.01% | +151+7,550.0% | Added |
| Caitong International Asset Management Co., Ltd | 148 | $47.8K | 0.03% | +146+7,300.0% | Added |
| Manning & Napier Advisors LLC | 146 | $47.1K | 0.00% | +146 | New |
| Truvestments Capital LLC | 145 | $46.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 145 | $46.7K | 0.00% | +10+7.4% | Added |
| Larson Financial Group LLC | 142 | $45.8K | 0.00% | +9+6.8% | Added |
| Whittier Trust Co | 135 | $43.3K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 134 | $43.3K | 0.00% | +134 | New |
| Private Trust Co NA | 123 | $39.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 118 | $38.1K | 0.00% | +2+1.7% | Added |
| TD Private Client Wealth LLC | 113 | $36.5K | 0.00% | −11−8.9% | Reduced |
| Compass Financial Services Inc | 110 | $35.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 103 | $33.3K | 0.01% | +103 | New |
| NBC Securities, Inc. | 101 | $32.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $32.3K | 0.00% | +12+13.6% | Added |
| Binnacle Investments Inc | 100 | $32.3K | 0.02% | −1−1.0% | Reduced |
| Costello Asset Management, INC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $32.3K | 0.02% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 95 | $31.0K | 0.01% | +95 | New |
| Greykasell Wealth Strategies, Inc. | 90 | $29.1K | 0.01% | +90 | New |
| Westside Investment Management, Inc. | 86 | $27.5K | 0.00% | +43+100.0% | Added |
| South State Corp. | 84 | $27.1K | 0.00% | −4−4.5% | Reduced |
| True Wealth Design, LLC | 81 | $26.1K | 0.01% | +60+285.7% | Added |
| Silicon Valley Capital Partners | 71 | $22.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 68 | $22.0K | 0.00% | −86−55.8% | Reduced |
| DT Investment Partners, LLC | 66 | $21.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 65 | $20.9K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 64 | $20.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 58 | $18.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $17.8K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $14.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 38 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 38 | $12.3K | 0.00% | −73−65.8% | Reduced |
| Salem Investment Counselors Inc | 37 | $11.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 35 | $11.3K | 0.00% | +35 | New |
| CVA Family Office, LLC | 34 | $11.0K | 0.00% | −4−10.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 32 | $10.3K | 0.00% | −15−31.9% | Reduced |
| Rakuten Securities, Inc. | 32 | $10.3K | 0.00% | −11−25.6% | Reduced |
| Capital Analysts, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $9.68K | 0.00% | +8+36.4% | Added |
| LRI Investments, LLC | 29 | $9.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $8.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $7.75K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $7.42K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $6.79K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 21 | $6.78K | 0.00% | +21 | New |
| Quent Capital, LLC | 21 | $6.78K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 20 | $6.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $6.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $6.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $6.13K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $5.81K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $5.49K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 17 | $5.49K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $4.84K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 15 | $4.84K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 13 | $4.20K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 15 | $4.06K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 11 | $3.55K | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 11 | $3.55K | 0.00% | +1+10.0% | Added |
| Sachetta, LLC | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $3.23K | 0.00% | +9+900.0% | Added |
| Asset Dedication, LLC | 10 | $3.23K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 8 | $2.58K | 0.00% | +8 | New |
| IFP Advisors, Inc | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 8 | $2.58K | 0.00% | +8 | New |
| Winnow Wealth LLC | 7 | $2.26K | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $2.26K | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 6 | $1.94K | 0.00% | −2−25.0% | Reduced |
| Brown Brothers Harriman & Co | 6 | $1.94K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $1.60K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.29K | 0.00% | +2+100.0% | Added |
| Tobam | 4 | $1.00K | 0.00% | +4 | New |