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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 29 | $10.3K | 0.00% | +29 | New |
| Action Point Financial Planning, LLC | 29 | $9.97K | 0.00% | +29 | New |
| Transamerica Financial Advisors, Inc. | 28 | $9.97K | 0.00% | +7+33.3% | Added |
| Valued Wealth Advisors LLC | 26 | $9.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $9.26K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $8.90K | 0.00% | +25 | New |
| WPG Advisers, LLC | 24 | $8.55K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $8.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $8.19K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 22 | $7.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $7.84K | 0.00% | +2+10.0% | Added |
| Rossby Financial, LCC | 21 | $7.48K | 0.00% | +3+16.7% | Added |
| True Wealth Design, LLC | 20 | $7.12K | 0.00% | −11−35.5% | Reduced |
| Eastern Bank | 19 | $6.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $6.77K | 0.00% | +5+35.7% | Added |
| Country Trust Bank | 18 | $6.41K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 17 | $6.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $6.06K | 0.00% | +15+750.0% | Added |
| Union Savings Bank | 17 | $6.05K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 17 | $6.05K | 0.00% | +17 | New |
| Morse Asset Management, Inc | 16 | $5.70K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $5.70K | 0.00% | +9+128.6% | Added |
| Synergy Investment Management, LLC | 15 | $5.33K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $4.99K | 0.00% | +11+366.7% | Added |
| Axiom Investment Management LLC | 14 | $4.99K | 0.00% | +14 | New |
| Atlantic Trust, LLC | 13 | $4.63K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 13 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $4.63K | 0.00% | +6+85.7% | Added |
| Tower Research Capital LLC (TRC) | 12 | $4.28K | 0.00% | −177−93.7% | Reduced |
| CoreCap Advisors, LLC | 12 | $4.27K | 0.00% | +6+100.0% | Added |
| Creative Financial Designs Inc | 11 | $3.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 11 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 10 | $3.56K | 0.00% | −263−96.3% | Reduced |
| Rakuten Securities, Inc. | 10 | $3.56K | 0.00% | −7−41.2% | Reduced |
| POM Investment Strategies, LLC | 10 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $3.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $3.56K | 0.00% | +6+150.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $3.56K | 0.00% | +7+233.3% | Added |
| SJS Investment Consulting Inc. | 9 | $3.21K | 0.00% | −14−60.9% | Reduced |
| Rialto Wealth Management, LLC | 8 | $2.85K | 0.00% | +7+700.0% | Added |
| Marquette Asset Management, LLC | 7 | $2.49K | 0.00% | +1+16.7% | Added |
| Whipplewood Advisors, LLC | 7 | $2.49K | 0.00% | −56−88.9% | Reduced |
| Ares Financial Consulting, LLC | 7 | $2.49K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 7 | $2.49K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.14K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $2.14K | 0.00% | +2+50.0% | Added |
| Ronald Blue Trust, Inc. | 6 | $2.14K | 0.00% | −5−45.5% | Reduced |
| Brown Brothers Harriman & Co | 6 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $2.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.14K | 0.00% | +2+50.0% | Added |
| Salomon & Ludwin, LLC | 5 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $1.78K | 0.00% | −18−78.3% | Reduced |
| JPL Wealth Management, LLC | 5 | $1.78K | 0.00% | −3−37.5% | Reduced |
| Bare Financial Services, Inc | 5 | $1.78K | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 5 | $1.78K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $1.78K | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.43K | 0.00% | +3+300.0% | Added |
| North Star Investment Management Corp. | 4 | $1.43K | 0.00% | +4 | New |
| American National Bank | 4 | $1.42K | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.07K | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $1.07K | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $1.07K | 0.00% | +3 | New |
| Trust Co | 2 | $712 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $712 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $712 | 0.00% | +1+100.0% | Added |
| Ameriflex Group, Inc. | 2 | $712 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $712 | 0.00% | +2 | New |
| PEAK6 LLC | 1 | $507 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $360 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $357 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1 | $356 | 0.00% | +1 | New |
| LifeSteps Financial, Inc. | 1 | $356 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $356 | 0.00% | +1 | New |
| GFS Advisors, LLC | 250 | – | – | +250 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −239,052−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −73,807−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −67,149−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −60,471−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −56,794−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −32,389−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −19,265−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −17,524−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −16,216−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,724−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,629−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −5,780−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |