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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ostrum Asset Management | 2,306 | $632.3K | 0.04% | +2,056+822.4% | Added |
| Simplex Trading, LLC | 2,293 | $628.7K | 0.02% | +2,293 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,261 | $618.2K | 0.00% | +183+8.8% | Added |
| Quartz Partners, LLC | 2,251 | $617.2K | 0.24% | −50−2.2% | Reduced |
| Trust Point Inc. | 2,246 | $615.9K | 0.05% | −426−15.9% | Reduced |
| MorganRosel Wealth Management, LLC | 2,243 | $615.0K | 0.24% | −1,604−41.7% | Reduced |
| Jefferies Financial Group Inc. | 2,208 | $605.4K | 0.01% | +2,208 | New |
| Barr E S & Co | 2,200 | $603.2K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,199 | $603.0K | 0.01% | −417−15.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,187 | $599.7K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,152 | $590.1K | 0.10% | +2,152 | New |
| Winton Group Ltd | 2,120 | $581.3K | 0.02% | +2,120 | New |
| Baron Wealth Management LLC | 2,117 | $580.5K | 0.17% | −418−16.5% | Reduced |
| Navellier & Associates Inc | 2,064 | $565.9K | 0.06% | −80−3.7% | Reduced |
| Maryland State Retirement & Pension System | 2,060 | $564.9K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,046 | $561.0K | 0.00% | +19+0.9% | Added |
| Corient IA LLC | 2,030 | $556.6K | 0.52% | −470−18.8% | Reduced |
| Inscription Capital, LLC | 2,025 | $555.3K | 0.06% | −1,387−40.7% | Reduced |
| Themes Management Co LLC | 2,007 | $550.3K | 0.34% | +824+69.7% | Added |
| National Bank of Canada | 1,968 | $539.9K | 0.00% | +457+30.2% | Added |
| Goodman Advisory Group, LLC | 1,932 | $529.8K | 0.14% | +1,932 | New |
| RKL Wealth Management LLC | 1,930 | $529.3K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 1,925 | $527.8K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,903 | $521.8K | 0.00% | +1,027+117.2% | Added |
| GAMMA Investing LLC | 1,874 | $513.9K | 0.02% | +171+10.0% | Added |
| Keybank National Association | 1,873 | $513.6K | 0.00% | −66−3.4% | Reduced |
| Knollwood Investment Advisory, LLC | 1,867 | $511.9K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,854 | $508.4K | 0.04% | +101+5.8% | Added |
| We Are One Seven, LLC | 1,843 | $505.4K | 0.01% | −184−9.1% | Reduced |
| Kera Capital Partners, Inc. | 1,842 | $505.1K | 0.06% | −646−26.0% | Reduced |
| San Luis Wealth Advisors LLC | 1,798 | $493.0K | 0.08% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 1,796 | $492.5K | 0.51% | +49+2.8% | Added |
| OneAscent Financial Services LLC | 1,787 | $490.0K | 0.03% | +228+14.6% | Added |
| Citizens Business Bank | 1,773 | $486.2K | 0.08% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,767 | $484.5K | 0.03% | +595+50.8% | Added |
| MBL Wealth, LLC | 1,756 | $481.5K | 0.04% | −61−3.4% | Reduced |
| LJI Wealth Management, LLC | 1,750 | $479.9K | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,718 | $471.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,695 | $464.9K | 0.00% | +1,030+154.9% | Added |
| Pensionmark Financial Group, LLC | 1,676 | $459.6K | 0.01% | −84−4.8% | Reduced |
| Osmosis Investment Management UK Ltd | 1,672 | $458.5K | 0.01% | +1,672 | New |
| Macquarie Group Ltd | 1,639 | $449.4K | 0.00% | +1,210+282.1% | Added |
| Advisory Services Network, LLC | 1,637 | $448.9K | 0.01% | +122+8.1% | Added |
| Atria Investments LLC | 1,615 | $442.8K | 0.00% | +343+27.0% | Added |
| Barrett & Company, Inc. | 1,607 | $440.5K | 0.15% | +1+0.1% | Added |
| Morningstar Investment Management LLC | 1,598 | $438.2K | 0.03% | +1,598 | New |
| Laird Norton Trust Company, LLC | 1,574 | $431.6K | 0.01% | −132−7.7% | Reduced |
| Hunting Hill Global Capital, LLC | 1,570 | $430.5K | 0.51% | −1,719−52.3% | Reduced |
| Farringdon Capital, Ltd. | 1,568 | $429.9K | 0.09% | +1,568 | New |
| Sageworth Trust Co | 1,565 | $429.1K | 0.02% | +1,565 | New |
| Integrated Investment Consultants, LLC | 1,559 | $427.5K | 0.09% | −425−21.4% | Reduced |
| Connecticut Wealth Management, LLC | 1,557 | $426.9K | 0.02% | −68−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,554 | $426.1K | 0.01% | +404+35.1% | Added |
| Jane Street Group, LLC | 1,527 | $418.7K | 0.00% | −635−29.4% | Reduced |
| Powell Investment Advisors, LLC | 1,517 | $415.9K | 0.14% | +278+22.4% | Added |
| Syon Capital LLC | 1,495 | $409.9K | 0.02% | −1,819−54.9% | Reduced |
| Quantitative Investment Management, LLC | 1,477 | $404.0K | 0.04% | +1,477 | New |
| Eagle Global Advisors LLC | 1,461 | $400.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,460 | $400.3K | 0.01% | −30−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,438 | $386.2K | 0.01% | −406−22.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,407 | $385.8K | 0.01% | +266+23.3% | Added |
| Oppenheimer & Co Inc | 1,403 | $384.7K | 0.00% | +314+28.8% | Added |
| Csenge Advisory Group | 1,396 | $382.9K | 0.02% | −7−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,394 | $382.2K | 0.03% | −2−0.1% | Reduced |
| Clearstead Advisors, LLC | 1,331 | $365.0K | 0.00% | −6−0.4% | Reduced |
| Clear Wave Wealth Management LLC | 1,326 | $363.6K | 0.09% | +1,326 | New |
| Concurrent Investment Advisors, LLC | 1,323 | $362.8K | 0.00% | −160−10.8% | Reduced |
| J.Safra Asset Management Corp | 1,319 | $361.7K | 0.02% | +1,319 | New |
| Baker Avenue Asset Management, LP | 1,306 | $358.1K | 0.01% | −324−19.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,303 | $357.3K | 0.02% | +211+19.3% | Added |
| Lodestar Private Asset Management LLC | 1,300 | $356.5K | 0.04% | −50−3.7% | Reduced |
| TFB Advisors LLC | 1,280 | $351.0K | 0.18% | −133−9.4% | Reduced |
| Yorktown Management & Research Co Inc | 1,280 | $351.0K | 0.29% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,276 | $349.9K | 0.02% | +30+2.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,270 | $348.2K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,269 | $348.0K | 0.03% | +1,269 | New |
| Beacon Pointe Advisors, LLC | 1,264 | $346.6K | 0.00% | +312+32.8% | Added |
| CAPROCK Group, Inc. | 1,262 | $346.2K | 0.01% | −4,162−76.7% | Reduced |
| Oak Ridge Investments LLC | 1,261 | $345.8K | 0.02% | −1−0.1% | Reduced |
| Smartleaf Asset Management LLC | 1,298 | $344.0K | 0.01% | −240−15.6% | Reduced |
| Pinebridge Investments LLC | 1,251 | $343.0K | 0.00% | −369−22.8% | Reduced |
| CWM, LLC | 1,250 | $342.6K | 0.00% | +32+2.6% | Added |
| Picton Mahoney Asset Management | 1,248 | $342.2K | 0.00% | +75+6.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,248 | $342.2K | 0.04% | +1,248 | New |
| North Dakota State Investment Board | 1,241 | $340.3K | 0.01% | −250−16.8% | Reduced |
| Putney Financial Group LLC | 1,237 | $339.2K | 0.34% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,210 | $331.8K | 0.01% | −77−6.0% | Reduced |
| Quadrant Capital Group LLC | 1,205 | $330.4K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,202 | $329.6K | 0.00% | −1−0.1% | Reduced |
| Red Spruce Capital, LLC | 1,197 | $328.2K | 0.13% | +1,197 | New |
| Storgate, LLC | 1,181 | $323.8K | 0.25% | +1,181 | New |
| Siemens Fonds Invest GmbH | 1,172 | $321.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,171 | $321.1K | 0.02% | −216−15.6% | Reduced |
| Rehmann Capital Advisory Group | 1,171 | $321.1K | 0.02% | −71−5.7% | Reduced |
| HB Wealth Management, LLC | 1,160 | $318.1K | 0.00% | +34+3.0% | Added |
| Optimize Financial Inc | 1,157 | $317.2K | 0.16% | +159+15.9% | Added |
| Lido Advisors, LLC | 1,155 | $316.8K | 0.00% | −462−28.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $315.9K | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,133 | $310.7K | 0.04% | +81+7.7% | Added |
| Mutual Advisors, LLC | 1,132 | $310.4K | 0.01% | −49−4.1% | Reduced |