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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, Q1 2026

Institutional positions in Heico Corp as of Mar 31, 2026. 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
739
−7 vs. Q4 2025
Shares held
41.0M
+5.10M (+14.2%) vs. Q4 2025
Total value
$11.0B
−$584.9M (−5.0%) vs. Q4 2025
New holders
99
246 more added
Sold out
106
255 more reduced

11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 739 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 heldQ1 2026: $11.0B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2025.

Institutions holding HEI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
1015 Capital Partners, LLC1$2740.00%−1−50.0%Reduced
Steward Partners Investment Advisory, LLC1$2740.00%00.0%Unchanged
Davis Capital Management1$2740.00%00.0%Unchanged
Elequin Capital LP1$2740.00%+1New
Twin Peaks Wealth Advisors, LLC1$2740.00%+1New
TopTier Wealth Management, LLC1$2740.00%+1New
American Capital Advisory, LLC1$2750.00%00.0%Unchanged
Seneschal Advisors, LLC1$2750.00%00.0%Unchanged
Rialto Wealth Management, LLC1$2750.00%00.0%Unchanged
HFM Investment Advisors, LLC2$5480.00%−6−75.0%Reduced
Trust Co2$5480.00%00.0%Unchanged
Essential Partners LLC2$5480.00%00.0%Unchanged
UMA Financial Services, Inc.2$5490.00%−29−93.5%Reduced
Bay Harbor Wealth Management, LLC3$8220.00%−3−50.0%Reduced
MV Capital Management, Inc.3$8230.00%00.0%Unchanged
Bare Financial Services, Inc3$8230.00%00.0%Unchanged
Quaker Wealth Management, LLC3$8230.00%+1+50.0%Added
ZRC Wealth Management, LLC4$1.10K0.00%−20−83.3%Reduced
Tradewinds Capital Management, LLC4$1.10K0.00%00.0%Unchanged
Manchester Capital Management LLC4$1.10K0.00%+2+100.0%Added
Principia Wealth Advisory, LLC4$1.10K0.00%+2+100.0%Added
Vermillion Wealth Management, Inc.4$1.10K0.00%+4New
Salomon & Ludwin, LLC5$1.36K0.00%00.0%Unchanged
Key Capital Management, INC5$1.37K0.00%+5New
CoreCap Advisors, LLC6$1.65K0.00%−85−93.4%Reduced
Brown Brothers Harriman & Co6$1.65K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$1.65K0.00%00.0%Unchanged
Marquette Asset Management, LLC6$1.65K0.00%−4−40.0%Reduced
DiNuzzo Private Wealth, Inc.6$1.65K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.7$1.92K0.00%−6−46.2%Reduced
Cromwell Holdings LLC7$1.92K0.00%+3+75.0%Added
Wall Street Financial Group, Inc.7$1.92K0.00%+7New
Ares Financial Consulting, LLC7$1.93K0.00%00.0%Unchanged
JPL Wealth Management, LLC8$2.19K0.00%+8New
Sachetta, LLC9$2.47K0.00%−1−10.0%Reduced
Asset Dedication, LLC10$2.74K0.00%00.0%Unchanged
POM Investment Strategies, LLC10$2.74K0.00%00.0%Unchanged
Lodestone Wealth Management LLC10$2.74K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.11$2.97K0.00%00.0%Unchanged
First Horizon Corp11$3.02K0.00%00.0%Unchanged
Creative Financial Designs Inc11$3.02K0.00%00.0%Unchanged
Atlantic Trust, LLC13$3.56K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC13$3.56K0.00%+13New
Fortitude Family Office, LLC14$3.84K0.00%+3+27.3%Added
Avion Wealth15$4.00K0.00%−5−25.0%Reduced
Capital Advisors, Ltd. LLC13$4.00K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC15$4.11K0.00%00.0%Unchanged
Morse Asset Management, Inc16$4.39K0.00%+1+6.7%Added
Union Savings Bank17$4.66K0.00%00.0%Unchanged
Rakuten Securities, Inc.17$4.66K0.00%+8+88.9%Added
Cranbrook Wealth Management, LLC17$4.66K0.00%00.0%Unchanged
Country Trust Bank18$4.94K0.00%00.0%Unchanged
Rossby Financial, LCC18$4.96K0.00%+8+80.0%Added
Eastern Bank19$5.21K0.00%00.0%Unchanged
Raffa Wealth Management, LLC20$5.48K0.00%+1+5.3%Added
Quent Capital, LLC21$5.76K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.21$5.76K0.00%+11+110.0%Added
Gill Capital Partners, LLC22$6.03K0.00%+22New
SJS Investment Consulting Inc.23$6.31K0.00%−134−85.4%Reduced
Private Trust Co NA23$6.31K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC23$6.31K0.00%00.0%Unchanged
Ancora Advisors, LLC23$6.31K0.00%+18+360.0%Added
WPG Advisers, LLC24$6.58K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC25$6.86K0.01%+25New
JFS Wealth Advisors, LLC26$7.13K0.00%+1+4.0%Added
Valued Wealth Advisors LLC26$7.14K0.00%00.0%Unchanged
LRI Investments, LLC29$7.95K0.00%00.0%Unchanged
Capital Analysts, LLC30$8.00K0.00%00.0%Unchanged
True Wealth Design, LLC31$8.50K0.00%−49−61.3%Reduced
Golden State Equity Partners32$8.77K0.00%+32New
Morgan Dempsey Capital Management LLC32$8.77K0.00%00.0%Unchanged
SHP Wealth Management33$9.14K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC35$9.60K0.00%00.0%Unchanged
Cornerstone Financial Management LLC36$9.87K0.01%+4+12.5%Added
Meeder Asset Management Inc37$10.1K0.00%+37New
Salem Investment Counselors Inc37$10.1K0.00%+37New
JNBA Financial Advisors38$10.4K0.00%+38New
Grove Bank & Trust40$11.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC40$11.0K0.00%00.0%Unchanged
Triumph Capital Management40$11.0K0.00%+37+1,233.3%Added
Key Financial Inc40$11.0K0.00%+40New
Meramec Financial Planners, LLC41$12.0K0.00%00.0%Unchanged
Mather Group, LLC.44$12.1K0.00%+44New
Sfam, LLC45$12.3K0.01%00.0%Unchanged
International Assets Investment Management, LLC48$13.2K0.00%−22−31.4%Reduced
Red Tortoise LLC49$13.4K0.01%00.0%Unchanged
Bogart Wealth, LLC49$13.4K0.00%+4+8.9%Added
Insight Financial Services50$13.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc55$15.1K0.00%−26−32.1%Reduced
Richardson Capital Management LLC73$15.4K0.01%+73New
Whittier Trust Co of Nevada Inc56$15.5K0.00%00.0%Unchanged
Root Financial Partners, LLC57$15.6K0.00%+9+18.8%Added
Financial Network Wealth Advisors LLC58$15.9K0.02%00.0%Unchanged
CVA Family Office, LLC59$16.2K0.00%+23+63.9%Added
Whipplewood Advisors, LLC63$17.3K0.01%+63New
Virtus ETF Advisers LLC65$17.8K0.01%−35−35.0%Reduced
Pinnacle Wealth Planning Services, Inc.67$18.4K0.00%+6+9.8%Added
Silicon Valley Capital Partners71$19.5K0.00%00.0%Unchanged
Southern Michigan Bank & Trust72$19.7K0.01%+72New
Birchwood Financial Partners, Inc.76$20.8K0.02%−23−23.2%Reduced