HEICO CORP NEW (HEIA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
628
Reporting holders
$17.9B
Reported value
0.1%
Held as options
+44
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | $2.0B | 7,707,811 | 0.98% | 31q | -13.1%-$299.0M |
| BlackRock, Inc. | $1.6B | 6,043,735 | 0.02% | 8q | -2.0%-$32.5M |
| FMR LLC | $1.2B | 4,794,908 | 0.05% | 31q | -10.2%-$140.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 4,103,094 | 0.02% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 3,959,217 | 0.05% | 2q | +0.7%+$7.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $546.3M | 2,118,107 | 1.10% | 31q | +47.6%+$176.3M |
| STATE STREET CORP | $479.2M | 1,857,897 | 0.01% | 31q | +3.0%+$13.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $367.0M | 1,426,925 | 0.02% | 31q | -0.7%-$2.7M |
| JPMORGAN CHASE & CO | $359.9M | 1,414,319 | 0.02% | 31q | +22.1%+$65.2M |
| NORGES BANK | $355.1M | 1,376,894 | 0.04% | 32q | +0.6%+$2.2M |
| Local Pensions Partnership Investment Ltd | $320.4M | 1,242,970 | 6.72% | 7q | -12.1%-$44.3M |
| BANK OF AMERICA CORP /DE/ | $288.5M | 1,118,595 | 0.02% | 31q | -10.1%-$32.4M |
| FRED ALGER MANAGEMENT, LLC | $271.8M | 1,053,756 | 0.91% | 27q | +9.6%+$23.8M |
| Maren Capital LLC | $218.1M | 845,691 | 10.11% | 11q | +11.6%+$22.7M |
| Port Capital LLC | $207.5M | 804,484 | 8.47% | 31q | -2.6%-$5.6M |
| ARISTEIA CAPITAL, L.L.C. | $202.1M | 783,595 | 2.63% | 11q | +35.0%+$52.4M |
| MILLENNIUM MANAGEMENT LLC | $201.7M | 782,006 | 0.07% | 19q | +3.5%+$6.8M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $197.2M | 764,540 | 0.61% | 31q | -6.0%-$12.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $194.2M | 753,152 | 0.09% | 7q | -0.7%-$1.3M |
| MORGAN STANLEY | $190.9M | 740,096 | 0.01% | 35q | +8.9%+$15.7M |
| Giverny Capital Inc. | $189.6M | 735,248 | 6.38% | 31q | HELD |
| DF DENT & CO INC | $180.3M | 699,176 | 3.42% | 31q | -10.0%-$20.1M |
| Gobi Capital LLC | $158.7M | 615,183 | 7.44% | 26q | +0.6%+$954.3K |
| BAMCO INC /NY/ | $145.1M | 562,662 | 0.22% | 31q | +34.2%+$36.9M |
| RAYMOND JAMES FINANCIAL INC | $134.4M | 521,035 | 0.04% | 7q | -0.7%-$953.8K |
| Capital International Investors | $131.1M | 509,338 | 0.03% | 26q | HELD |
| NORTHERN TRUST CORP | $124.5M | 482,818 | 0.01% | 31q | -1.5%-$1.9M |
| XN LP | $122.7M | 475,566 | 3.23% | new | NEW |
| GOLDMAN SACHS GROUP INC | $121.2M | 469,740 | 0.01% | 31q | +32.2%+$29.5M |
| VANGUARD FIDUCIARY TRUST CO | $120.5M | 467,382 | 0.03% | 2q | +4.0%+$4.6M |
| SCHWARTZ INVESTMENT COUNSEL INC | $114.4M | 443,590 | 3.80% | 31q | HELD |
| MANNING & NAPIER ADVISORS LLC | $113.1M | 438,559 | 1.45% | 9q | +23.9%+$21.8M |
| Fenimore Asset Management Inc | $111.8M | 433,480 | 2.31% | 24q | +1.1%+$1.3M |
| Stephens Investment Management Group LLC | $107.0M | 414,821 | 1.15% | 31q | +5.7%+$5.8M |
| Qube Research & Technologies Ltd | $101.0M | 391,580 | 0.09% | 19q | -22.5%-$29.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $98.8M | 383,056 | 0.02% | 31q | -0.8%-$762.6K |
| Markel Group Inc. | $97.9M | 379,644 | 0.75% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $92.0M | 356,855 | 0.02% | 31q | +8.2%+$7.0M |
| WELLS FARGO & COMPANY/MN | $89.1M | 345,351 | 0.01% | 31q | -53.2%-$101.4M |
| DIMENSIONAL FUND ADVISORS LP | $84.3M | 327,074 | 0.02% | 31q | +5.1%+$4.1M |
| Fiera Capital Corp | $75.2M | 291,395 | 0.27% | 10q | +10.8%+$7.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $72.1M | 279,604 | 0.01% | 6q | -2.4%-$1.8M |
| Logan Stone Capital, LLC | $71.5M | 277,163 | 15.11% | 2q | +181.5%+$46.1M |
| Quantum Capital Management, LLC / NJ | $70.6M | 273,833 | 8.86% | 31q | +16.7%+$10.1M |
| MARSHALL WACE, LLP | $66.5M | 257,959 | 0.05% | 8q | +14.5%+$8.4M |
| Navera Investment Management Ltd. | $66.4M | 257,550 | 1.78% | new | NEW |
| EFG International AG | $66.3M | 256,767 | 1.21% | 3q | -2.1%-$1.4M |
| Nuveen, LLC | $65.3M | 253,102 | 0.02% | 6q | +1.1%+$718.3K |
| Investment Management Corp of Ontario | $65.0M | 252,059 | 0.82% | 6q | -10.8%-$7.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.8M | 251,286 | 0.10% | 3q | -26.5%-$23.4M |
| Ironvine Capital Partners, LLC | $63.4M | 245,819 | 5.91% | 27q | +4.8%+$2.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $62.0M | 240,481 | 0.03% | 28q | +17.9%+$9.4M |
| STIFEL FINANCIAL CORP | $61.3M | 237,761 | 0.05% | 31q | +2.4%+$1.5M |
| BROWN BROTHERS HARRIMAN & CO | $58.5M | 226,912 | 0.26% | 21q | +3.9%+$2.2M |
| Legal & General Group Plc | $56.8M | 220,241 | 0.01% | 31q | -17.5%-$12.0M |
| Swiss National Bank | $55.2M | 214,175 | 0.03% | 31q | -3.7%-$2.1M |
| NZS Capital, LLC | $53.1M | 205,928 | 1.38% | 9q | +1.0%+$512.0K |
| WEITZ INVESTMENT MANAGEMENT, INC. | $52.7M | 204,479 | 3.65% | 26q | +8.2%+$4.0M |
| BNP PARIBAS FINANCIAL MARKETS | $52.4M | 203,330 | 0.02% | 15q | +57.8%+$19.2M |
| Bank of New York Mellon Corp | $51.9M | 201,076 | 0.01% | 31q | -4.2%-$2.3M |
| ROYAL BANK OF CANADA | $51.2M | 198,560 | 0.01% | 31q | HELD |
| Jupiter Topco LLC | $51.1M | 198,191 | 0.02% | new | FIRST |
| Silver Heights Capital Management Inc | $50.8M | 196,891 | 15.67% | 31q | -1.2%-$634.5K |
| Deltroit Asset Management (UK) LLP | $49.1M | 190,338 | 7.07% | 3q | +28.9%+$11.0M |
| Capital Research Global Investors | $48.9M | 189,604 | 0.01% | 2q | +1.7%+$799.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47.6M | 174,326 | 0.00% | 19q | +10.1%+$4.3M |
| CITADEL ADVISORS LLC | $47.3M | 115,484 | 0.01% | 21q | +33.9%+$12.0M |
| GENEVA CAPITAL MANAGEMENT LLC | $46.5M | 180,138 | 1.07% | 26q | +21.1%+$8.1M |
| UBS Group AG | $46.4M | 179,838 | 0.01% | 31q | -63.9%-$82.2M |
| AQR CAPITAL MANAGEMENT LLC | $46.2M | 179,042 | 0.02% | 13q | +179.2%+$29.6M |
| PALISADE CAPITAL MANAGEMENT, LP | $45.7M | 177,115 | 1.99% | 31q | HELD |
| Life Cycle Investment Partners Ltd | $45.5M | 176,343 | 0.21% | 3q | +19.6%+$7.5M |
| Amundi | $44.3M | 171,858 | 0.01% | 21q | -53.1%-$50.1M |
| SEI INVESTMENTS CO | $44.0M | 170,629 | 0.04% | 31q | -14.8%-$7.6M |
| DANSKE BANK A/S | $43.9M | 170,257 | 0.09% | 10q | -13.3%-$6.7M |
| CAPTRUST FINANCIAL ADVISORS | $41.9M | 162,466 | 0.06% | 27q | -4.5%-$2.0M |
| California Public Employees Retirement System | $40.5M | 157,217 | 0.02% | 31q | HELD |
| BROWN ADVISORY INC | $40.1M | 155,407 | 0.06% | 11q | -48.4%-$37.6M |
| Vulcan Value Partners, LLC | $39.6M | 153,718 | 1.21% | 24q | -13.9%-$6.4M |
| Sumitomo Mitsui Trust Group, Inc. | $39.5M | 153,314 | 0.02% | 29q | -0.7%-$261.3K |
| Allspring Global Investments Holdings, LLC | $39.0M | 149,139 | 0.06% | 12q | +7.1%+$2.6M |
| SNYDER CAPITAL MANAGEMENT L P | $38.8M | 150,447 | 0.67% | 31q | -2.9%-$1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $37.7M | 146,067 | 0.03% | 2q | +5.3%+$1.9M |
| Sone Capital Management, LLC | $37.1M | 143,977 | 2.83% | 7q | +13.9%+$4.5M |
| Conestoga Capital Advisors, LLC | $34.8M | 134,747 | 0.76% | 31q | -27.5%-$13.2M |
| WHITEBOX ADVISORS LLC | $34.1M | 132,104 | 0.45% | 18q | +5.9%+$1.9M |
| AMERIPRISE FINANCIAL INC | $33.5M | 129,824 | 0.01% | 31q | -66.7%-$67.0M |
| Ensign Peak Advisors, Inc | $32.9M | 127,462 | 0.05% | 27q | -52.0%-$35.6M |
| Telemark Asset Management, LLC | $32.2M | 125,000 | 2.33% | 25q | HELD |
| Sanctuary Advisors, LLC | $31.7M | 122,965 | 0.15% | 9q | +1.2%+$361.1K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $31.1M | 120,673 | 2.02% | 18q | +3.0%+$914.3K |
| NATIXIS | $30.2M | 117,073 | 0.12% | 15q | +508.0%+$25.2M |
| VICTORY CAPITAL MANAGEMENT INC | $30.0M | 116,449 | 0.02% | 31q | -4.9%-$1.5M |
| DEUTSCHE BANK AG\ | $28.4M | 109,972 | 0.01% | 34q | -35.9%-$15.9M |
| BARCLAYS PLC | $26.1M | 101,370 | 0.01% | 31q | -2.1%-$566.6K |
| RHUMBLINE ADVISERS | $25.9M | 100,231 | 0.02% | 31q | +1.7%+$426.8K |
| Corient Private Wealth LP | $25.5M | 98,679 | 0.02% | 15q | +367.1%+$20.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $25.1M | 97,315 | 0.01% | 29q | +16.7%+$3.6M |
| Advaya LLP | $24.4M | 94,520 | 16.06% | 3q | HELD |
| BRASADA CAPITAL MANAGEMENT, LP | $24.3M | 47,190 | 2.18% | 27q | -1.0%-$247.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-05 | 13G/A | PRINCIPAL GLOBAL INVESTORSwith 1 co-filers | 8.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 628 | $17.9B | 69,290,434 | 98 | 231 | 187 | 0.1% |
| Q1 2026 | 584 | $14.6B | 69,213,027 | 65 | 231 | 161 | 0.1% |
| Q4 2025 | 577 | $17.6B | 69,772,538 | 59 | 173 | 184 | 0.0% |
| Q3 2025 | 540 | $17.8B | 69,939,175 | 55 | 175 | 166 | 0.0% |
| Q2 2025 | 521 | $19.5B | 75,534,483 | 56 | 190 | 150 | 0.0% |
| Q1 2025 | 499 | $15.7B | 74,315,997 | 77 | 155 | 143 | 0.0% |
| Q4 2024 | 458 | $13.8B | 73,957,550 | 37 | 129 | 151 | 0.0% |
| Q3 2024 | 457 | $15.3B | 74,971,754 | 59 | 137 | 143 | 0.0% |
| Q2 2024 | 411 | $13.4B | 75,413,019 | 51 | 127 | 129 | 0.0% |
| Q1 2024 | 386 | $11.7B | 75,890,354 | 32 | 146 | 108 | 0.0% |
| Q4 2023 | 379 | $10.3B | 72,224,350 | 41 | 122 | 115 | 0.0% |
| Q3 2023 | 350 | $9.1B | 70,192,745 | 23 | 112 | 102 | 0.0% |
| Q2 2023 | 339 | $9.7B | 68,965,801 | 27 | 95 | 120 | 0.0% |
| Q1 2023 | 334 | $10.2B | 75,409,913 | 30 | 95 | 129 | 0.0% |
| Q4 2022 | 314 | $8.7B | 72,763,428 | 41 | 102 | 89 | 0.0% |
| Q3 2022 | 361 | $8.9B | 78,058,373 | 38 | 122 | 119 | 0.0% |
| Q2 2022 | 358 | $8.6B | 81,770,271 | 32 | 134 | 108 | 0.0% |
| Q1 2022 | 364 | $9.4B | 74,220,820 | 47 | 128 | 110 | 0.1% |
| Q4 2021 | 363 | $9.2B | 71,285,811 | 45 | 125 | 96 | 0.0% |
| Q3 2021 | 324 | $8.0B | 67,201,146 | 16 | 118 | 97 | 0.0% |
| Q2 2021 | 339 | $8.3B | 66,823,858 | 29 | 121 | 105 | 0.0% |
| Q1 2021 | 325 | $7.6B | 66,991,436 | 17 | 125 | 101 | 0.0% |
| Q4 2020 | 336 | $7.9B | 66,936,527 | 50 | 91 | 116 | 0.0% |
| Q3 2020 | 296 | $5.9B | 66,984,913 | 28 | 103 | 98 | 0.0% |
| Q2 2020 | 307 | $5.4B | 66,759,061 | 51 | 110 | 97 | 0.0% |
| Q1 2020 | 289 | $4.4B | 68,150,463 | 48 | 104 | 92 | 0.0% |
| Q4 2019 | 307 | $5.9B | 65,855,413 | 34 | 113 | 87 | 0.0% |
| Q3 2019 | 288 | $6.3B | 65,213,906 | 33 | 119 | 83 | 0.0% |
| Q2 2019 | 282 | $6.7B | 64,804,789 | 79 | 85 | 77 | 0.0% |
| Q1 2019 | 231 | $5.5B | 65,318,014 | 33 | 71 | 66 | 0.0% |
| Q4 2018 | 218 | $4.0B | 64,240,480 | 1 | 5 | 6 | 0.0% |