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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, Q2 2026

Institutional positions in Heico Corp as of Jun 30, 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
777
+48 vs. Q1 2026
Shares held
43.2M
+2.20M (+5.4%) vs. Q1 2026
Total value
$15.4B
+$4.34B (+39.4%) vs. Q1 2026
New holders
119
256 more added
Sold out
71
268 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 777 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 heldQ2 2026: $15.4B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2026.

Institutions holding HEI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Horizon Investments, LLC1$3560.00%+1New
LifeSteps Financial, Inc.1$3560.00%+1New
Downshift Financial, LLC1$3560.00%+1New
Seneschal Advisors, LLC1$3570.00%00.0%Unchanged
DecisionPoint Financial, LLC1$3600.00%+1New
PEAK6 LLC1$5070.00%+1New
Trust Co2$7120.00%00.0%Unchanged
Essential Partners LLC2$7120.00%00.0%Unchanged
1015 Capital Partners, LLC2$7120.00%+1+100.0%Added
Ameriflex Group, Inc.2$7120.00%+2New
Planning Strategies Inc.2$7120.00%+2New
Quaker Wealth Management, LLC3$1.07K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.07K0.00%+1+50.0%Added
Creative Capital Management Investments LLC3$1.07K0.00%+3New
Breakwater Investment Management3$1.07K0.00%+3New
American National Bank4$1.42K0.00%+4New
Tradewinds Capital Management, LLC4$1.43K0.00%00.0%Unchanged
American Capital Advisory, LLC4$1.43K0.00%+3+300.0%Added
North Star Investment Management Corp.4$1.43K0.00%+4New
Ancora Advisors, LLC5$1.78K0.00%−18−78.3%Reduced
JPL Wealth Management, LLC5$1.78K0.00%−3−37.5%Reduced
Bare Financial Services, Inc5$1.78K0.00%+2+66.7%Added
Hughes Financial Services, LLC5$1.78K0.00%+5New
Kilter Group LLC5$1.78K0.00%+5New
Salomon & Ludwin, LLC5$1.80K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$2.14K0.00%−5−45.5%Reduced
Brown Brothers Harriman & Co6$2.14K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$2.14K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$2.14K0.00%+2+50.0%Added
DiNuzzo Private Wealth, Inc.6$2.14K0.00%00.0%Unchanged
ZRC Wealth Management, LLC6$2.14K0.00%+2+50.0%Added
Whipplewood Advisors, LLC7$2.49K0.00%−56−88.9%Reduced
Ares Financial Consulting, LLC7$2.49K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.7$2.49K0.00%+7New
Marquette Asset Management, LLC7$2.49K0.00%+1+16.7%Added
Rialto Wealth Management, LLC8$2.85K0.00%+7+700.0%Added
SJS Investment Consulting Inc.9$3.21K0.00%−14−60.9%Reduced
Bayforest Capital Ltd10$3.56K0.00%−263−96.3%Reduced
Rakuten Securities, Inc.10$3.56K0.00%−7−41.2%Reduced
POM Investment Strategies, LLC10$3.56K0.00%00.0%Unchanged
Lodestone Wealth Management LLC10$3.56K0.00%00.0%Unchanged
Manchester Capital Management LLC10$3.56K0.00%+6+150.0%Added
Bay Harbor Wealth Management, LLC10$3.56K0.00%+7+233.3%Added
First Horizon Corp11$3.92K0.00%00.0%Unchanged
Creative Financial Designs Inc11$3.93K0.00%00.0%Unchanged
CoreCap Advisors, LLC12$4.27K0.00%+6+100.0%Added
Tower Research Capital LLC (TRC)12$4.28K0.00%−177−93.7%Reduced
Cromwell Holdings LLC13$4.63K0.00%+6+85.7%Added
Atlantic Trust, LLC13$4.63K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC13$4.63K0.00%00.0%Unchanged
MV Capital Management, Inc.14$4.99K0.00%+11+366.7%Added
Axiom Investment Management LLC14$4.99K0.00%+14New
Capital Advisors, Ltd. LLC13$5.00K0.00%00.0%Unchanged
Synergy Investment Management, LLC15$5.33K0.00%+15New
Morse Asset Management, Inc16$5.70K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.16$5.70K0.00%+9+128.6%Added
Union Savings Bank17$6.05K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.17$6.05K0.00%+17New
Cranbrook Wealth Management, LLC17$6.06K0.00%00.0%Unchanged
UMA Financial Services, Inc.17$6.06K0.00%+15+750.0%Added
Country Trust Bank18$6.41K0.00%00.0%Unchanged
Eastern Bank19$6.77K0.00%00.0%Unchanged
Fortitude Family Office, LLC19$6.77K0.00%+5+35.7%Added
True Wealth Design, LLC20$7.12K0.00%−11−35.5%Reduced
Rossby Financial, LCC21$7.48K0.00%+3+16.7%Added
Gill Capital Partners, LLC22$7.84K0.00%00.0%Unchanged
Raffa Wealth Management, LLC22$7.84K0.00%+2+10.0%Added
Private Trust Co NA23$8.19K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC23$8.19K0.00%00.0%Unchanged
WPG Advisers, LLC24$8.55K0.01%00.0%Unchanged
Bokf, NA25$8.90K0.00%+25New
JFS Wealth Advisors, LLC26$9.26K0.00%00.0%Unchanged
Valued Wealth Advisors LLC26$9.28K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.28$9.97K0.00%+7+33.3%Added
Action Point Financial Planning, LLC29$9.97K0.00%+29New
Plante Moran Financial Advisors, LLC29$10.3K0.00%+29New
Capital Analysts, LLC30$11.0K0.00%00.0%Unchanged
Avion Wealth31$11.0K0.00%+16+106.7%Added
LRI Investments, LLC31$11.0K0.00%+2+6.9%Added
Morgan Dempsey Capital Management LLC32$11.4K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC35$12.5K0.00%00.0%Unchanged
Salem Investment Counselors Inc37$13.2K0.00%00.0%Unchanged
JNBA Financial Advisors38$13.5K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt40$14.2K0.00%+40New
Grove Bank & Trust40$14.2K0.00%00.0%Unchanged
Triumph Capital Management40$14.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC40$14.2K0.00%00.0%Unchanged
SHP Wealth Management41$14.7K0.00%+8+24.2%Added
Sfam, LLC45$16.0K0.01%00.0%Unchanged
Meeder Asset Management Inc45$16.0K0.00%+8+21.6%Added
Cornerstone Financial Management LLC45$16.0K0.01%+9+25.0%Added
Insight Financial Services50$17.8K0.01%00.0%Unchanged
CVA Family Office, LLC55$19.6K0.00%−4−6.8%Reduced
Financial Network Wealth Advisors LLC58$20.7K0.02%00.0%Unchanged
Bogart Wealth, LLC58$20.7K0.00%+9+18.4%Added
Bell Investment Advisors, Inc58$20.7K0.00%+3+5.5%Added
Whittier Trust Co of Nevada Inc58$20.8K0.00%+2+3.6%Added
International Assets Investment Management, LLC60$21.6K0.00%+12+25.0%Added
Virtus ETF Advisers LLC65$23.2K0.01%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.66$23.5K0.00%−1−1.5%Reduced