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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 730 | $260.0K | 0.01% | +730 | New |
| Cypress Capital Group | 747 | $266.1K | 0.02% | +747 | New |
| EFG International AG | 750 | $267.8K | 0.00% | −120−13.8% | Reduced |
| Jacobi Capital Management LLC | 754 | $268.6K | 0.01% | −28−3.6% | Reduced |
| Boothbay Fund Management, LLC | 762 | $271.4K | 0.01% | +762 | New |
| VARCOV Co. | 762 | $271.4K | 0.10% | +762 | New |
| Versant Capital Management, Inc | 766 | $272.8K | 0.02% | −240−23.9% | Reduced |
| Auctus Advisors LLC | 772 | $275.0K | 0.23% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 941 | $275.1K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 774 | $275.7K | 0.01% | 00.0% | Unchanged |
| Investment House LLC | 775 | $276.0K | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 775 | $276.0K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 779 | $277.0K | 0.08% | −12−1.5% | Reduced |
| NewEdge Wealth, LLC | 783 | $278.9K | 0.00% | +35+4.7% | Added |
| TCG Advisory Services, LLC | 791 | $281.7K | 0.01% | −21−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 791 | $281.8K | 0.01% | +791 | New |
| GHP Investment Advisors, Inc. | 792 | $282.2K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 793 | $282.5K | 0.00% | +793 | New |
| Wealthcare Advisory Partners LLC | 795 | $283.0K | 0.01% | +1+0.1% | Added |
| Caisse de Depot Et Placement du Quebec | 811 | $288.9K | 0.00% | +811 | New |
| Inscription Capital, LLC | 811 | $288.9K | 0.03% | −1,214−60.0% | Reduced |
| Osmosis Investment Management UK Ltd | 819 | $291.7K | 0.01% | −853−51.0% | Reduced |
| Koshinski Asset Management, Inc. | 823 | $293.1K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 832 | $295.0K | 0.01% | −36−4.1% | Reduced |
| Clark Asset Management, LLC | 837 | $298.1K | 0.02% | +7+0.8% | Added |
| Plato Investment Management Ltd | 864 | $306.0K | 0.02% | +864 | New |
| Frank, Rimerman Advisors LLC | 867 | $308.8K | 0.02% | +42+5.1% | Added |
| Tocqueville Asset Management L.P. | 868 | $309.2K | 0.00% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 869 | $309.5K | 0.03% | +43+5.2% | Added |
| Anchor Investment Management, LLC | 881 | $313.8K | 0.02% | +9+1.0% | Added |
| Enhancing Capital LLC | 881 | $313.8K | 0.22% | +881 | New |
| AlphaCore Capital LLC | 885 | $315.2K | 0.01% | +100+12.7% | Added |
| Pekin Hardy Strauss, Inc. | 887 | $315.9K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 889 | $316.6K | 0.05% | 00.0% | Unchanged |
| Aire Advisors, LLC | 892 | $317.7K | 0.05% | +92+11.5% | Added |
| Lazard Asset Management LLC | 896 | $319.2K | 0.00% | −191−17.6% | Reduced |
| Novem Group | 897 | $319.5K | 0.03% | −19−2.1% | Reduced |
| Ausdal Financial Partners, Inc. | 900 | $320.7K | 0.01% | +1+0.1% | Added |
| HighMark Wealth Management LLC | 904 | $322.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 904 | $322.0K | 0.02% | +19+2.1% | Added |
| Mariner, LLC | 918 | $326.7K | 0.00% | +918 | New |
| Nisa Investment Advisors, LLC | 921 | $328.1K | 0.00% | −42−4.4% | Reduced |
| Vise Technologies, Inc. | 924 | $329.1K | 0.00% | +159+20.8% | Added |
| Stephens Inc | 926 | $329.8K | 0.00% | −2−0.2% | Reduced |
| Lifeworks Advisors, LLC | 928 | $330.5K | 0.03% | −1−0.1% | Reduced |
| Archer Investment Corp | 936 | $333.4K | 0.06% | +936 | New |
| Larson Financial Group LLC | 937 | $333.7K | 0.01% | +26+2.9% | Added |
| Athena Wealth Management, LLC | 941 | $335.2K | 0.25% | +941 | New |
| Tred Avon Family Wealth, LLC | 942 | $335.5K | 0.10% | 00.0% | Unchanged |
| Patten Group, Inc. | 950 | $338.4K | 0.05% | +950 | New |
| Sanibel Captiva Trust Company, Inc. | 951 | $338.7K | 0.01% | −11−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 954 | $339.8K | 0.01% | −352−27.0% | Reduced |
| Prudential Financial Inc | 956 | $340.5K | 0.00% | −19−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 961 | $342.4K | 0.00% | +960+96,000.0% | Added |
| 111 Capital | 979 | $348.7K | 0.06% | +979 | New |
| Private Advisory Group LLC | 981 | $349.4K | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,000 | $356.2K | 0.21% | 00.0% | Unchanged |
| Keystone Financial Group | 1,000 | $356.2K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,003 | $357.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,003 | $357.3K | 0.02% | −120−10.7% | Reduced |
| Norden Group LLC | 1,004 | $357.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,005 | $358.0K | 0.00% | −4−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 1,028 | $366.2K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,030 | $366.9K | 0.00% | +1,030 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,032 | $367.6K | 0.03% | −216−17.3% | Reduced |
| CIBC World Markets Inc. | 1,042 | $371.1K | 0.00% | +1,042 | New |
| Mutual Advisors, LLC | 1,053 | $375.1K | 0.01% | −79−7.0% | Reduced |
| Optas, LLC | 1,054 | $375.4K | 0.05% | +166+18.7% | Added |
| Cardinal Point Capital Management, ULC | 1,055 | $375.8K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,056 | $376.1K | 0.00% | +1,056 | New |
| Legacy Wealth Asset Management, LLC | 1,059 | $377.2K | 0.08% | −41−3.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,049 | $377.4K | 0.00% | −2,105−66.7% | Reduced |
| Firestone Capital Management | 1,066 | $379.7K | 0.07% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 1,068 | $380.4K | 0.25% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,088 | $387.5K | 0.06% | −9−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,088 | $387.6K | 0.01% | +1,088 | New |
| Fiduciary Trust Co | 1,102 | $392.5K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,108 | $394.7K | 0.00% | +1,108 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,112 | $396.1K | 0.02% | −5−0.4% | Reduced |
| Axq Capital, LP | 1,114 | $396.8K | 0.04% | −2,734−71.0% | Reduced |
| Syon Capital LLC | 1,120 | $398.9K | 0.02% | −375−25.1% | Reduced |
| Rehmann Capital Advisory Group | 1,122 | $399.6K | 0.02% | −49−4.2% | Reduced |
| Hengehold Capital Management LLC | 1,134 | $403.9K | 0.03% | −1,200−51.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,139 | $405.7K | 0.22% | 00.0% | Unchanged |
| Trust Point Inc. | 1,141 | $406.4K | 0.03% | −1,105−49.2% | Reduced |
| HB Wealth Management, LLC | 1,145 | $407.8K | 0.00% | −15−1.3% | Reduced |
| Parkside Financial Bank & Trust | 1,150 | $409.7K | 0.03% | −21−1.8% | Reduced |
| Sound Capital Solutions LLC | 1,153 | $410.5K | 0.10% | +1,153 | New |
| Optimize Financial Inc | 1,153 | $410.7K | 0.15% | −4−0.3% | Reduced |
| DSM Capital Partners LLC | 1,155 | $411.4K | 0.01% | +348+43.1% | Added |
| Portside Wealth Group, LLC | 1,156 | $411.8K | 0.05% | +23+2.0% | Added |
| Glenmede Trust Co NA | 1,166 | $415.3K | 0.00% | −880−43.0% | Reduced |
| Oak Ridge Investments LLC | 1,169 | $416.4K | 0.02% | −92−7.3% | Reduced |
| Ethic Inc. | 1,179 | $420.0K | 0.01% | −13,437−91.9% | Reduced |
| Frec Markets, Inc. | 1,202 | $428.1K | 0.04% | +1,202 | New |
| Kera Capital Partners, Inc. | 1,203 | $428.5K | 0.04% | −639−34.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,210 | $431.0K | 0.00% | +8+0.7% | Added |
| Van Hulzen Asset Management, LLC | 1,210 | $431.0K | 0.03% | +1,210 | New |
| Mount Yale Investment Advisors, LLC | 1,216 | $433.1K | 0.01% | +196+19.2% | Added |
| Phoenix Holdings Ltd. | 1,220 | $433.3K | 0.00% | +1,220 | New |