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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $2.47K | 0.00% | −1−10.0% | Reduced |
| JPL Wealth Management, LLC | 8 | $2.19K | 0.00% | +8 | New |
| Ares Financial Consulting, LLC | 7 | $1.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 7 | $1.92K | 0.00% | −6−46.2% | Reduced |
| Cromwell Holdings LLC | 7 | $1.92K | 0.00% | +3+75.0% | Added |
| Wall Street Financial Group, Inc. | 7 | $1.92K | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 6 | $1.65K | 0.00% | −4−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $1.65K | 0.00% | −85−93.4% | Reduced |
| Brown Brothers Harriman & Co | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $1.37K | 0.00% | +5 | New |
| Salomon & Ludwin, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $1.10K | 0.00% | −20−83.3% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.10K | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $1.10K | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $1.10K | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $823 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $823 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $823 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $822 | 0.00% | −3−50.0% | Reduced |
| UMA Financial Services, Inc. | 2 | $549 | 0.00% | −29−93.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $548 | 0.00% | −6−75.0% | Reduced |
| Trust Co | 2 | $548 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $548 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $274 | 0.00% | −1−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1 | $274 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $274 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $274 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $274 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $274 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −484,658−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −64,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −63,076−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,799−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,407−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,023−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,187−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −8,358−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5,982−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −4,970−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −1,868−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Baskin Financial Services Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| IFG Advisors, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |