Who owns HEICO (HEI-A)
Which tracked institutional funds hold HEI-A, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEI-A company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HEI-A is one-sided between 2026-Q1 and 2026-Q2: 459 added or opened and 134 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HEI-A’s largest tracked holder by dollar value, PRINCIPAL FINANCIAL GROUP INC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HEI-A divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 733 tracked filers holding HEI-A, 515 increased or opened the position and 437 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HEI-A between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 53
- XN LP$123M
- Ilex Capital Partners (UK) LLP$72M
- Navera Investment Management Ltd.$66M
- Jupiter Topco LLC$53M
- GFS Advisors, LLC$43M
- Liontrust Investment Partners LLP$30M
Full exits 72
- Amundi$110M
- KBC Group NV$40M
- JANUS HENDERSON GROUP PLC$36M
- HighTower Advisors, LLC$32M
- ACADIAN ASSET MANAGEMENT LLC$28M
- Visualize Group LP$26M
Largest adds
- BlackRock, Inc.$1.2B
- PRICE T ROWE ASSOCIATES INC /MD/$1.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$376M
- VANGUARD CAPITAL MANAGEMENT LLC$324M
- Capital International Investors$323M
- STATE OF WISCONSIN INVESTMENT BOARD$245M
Largest trims
- Capital World Investors$54M
- RENAISSANCE TECHNOLOGIES LLC$47M
- MARSHALL WACE, LLP$46M
- LOS ANGELES CAPITAL MANAGEMENT LLC$43M
- BARCLAYS PLC$28M
- D. E. Shaw & Co., Inc.$27M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC trimmed | 7,707,811 | $2.0B | 11.8% | 2026-Q2 |
| BlackRock, Inc. added | 6,043,735 | $1.6B | 9.2% | 2026-Q2 |
| FMR LLC trimmed | 4,794,908 | $1.2B | 7.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,103,094 | $1.1B | 6.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,959,217 | $1.0B | 6.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 2,118,107 | $546M | 3.2% | 2026-Q2 |
| STATE STREET CORP added | 1,857,897 | $479M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,426,925 | $367M | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,414,319 | $360M | 2.1% | 2026-Q2 |
| NORGES BANK added | 1,376,894 | $355M | 2.1% | 2026-Q2 |
| Local Pensions Partnership Investment Ltd trimmed | 1,242,970 | $320M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,118,595 | $288M | 1.7% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 1,053,756 | $272M | 1.6% | 2026-Q2 |
| Maren Capital LLC added | 845,691 | $218M | 1.3% | 2026-Q2 |
| Port Capital LLC trimmed | 804,484 | $207M | 1.2% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. added | 783,595 | $202M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 782,006 | $202M | 1.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 764,540 | $197M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 753,152 | $194M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 740,096 | $191M | 1.1% | 2026-Q2 |
| Giverny Capital Inc. trimmed | 735,248 | $190M | 1.1% | 2026-Q2 |
| DF DENT & CO INC trimmed | 699,176 | $180M | 1.1% | 2026-Q2 |
| Gobi Capital LLC added | 615,183 | $159M | 0.9% | 2026-Q2 |
| BAMCO INC /NY/ added | 562,662 | $145M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 521,035 | $134M | 0.8% | 2026-Q2 |
| Capital International Investors added | 509,338 | $131M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 482,818 | $125M | 0.7% | 2026-Q2 |
| XN LP new | 475,566 | $123M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 469,740 | $121M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 467,382 | $121M | 0.7% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC | 443,590 | $114M | 0.7% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 438,559 | $113M | 0.7% | 2026-Q2 |
| Fenimore Asset Management Inc added | 433,480 | $112M | 0.7% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 414,821 | $107M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 391,580 | $101M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 383,056 | $99M | 0.6% | 2026-Q2 |
| Markel Group Inc. | 379,644 | $98M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 356,855 | $92M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 345,351 | $89M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 327,074 | $84M | 0.5% | 2026-Q2 |
| Fiera Capital Corp added | 291,395 | $75M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 279,604 | $72M | 0.4% | 2026-Q2 |
| Logan Stone Capital, LLC added | 277,163 | $71M | 0.4% | 2026-Q2 |
| Quantum Capital Management, LLC / NJ added | 273,833 | $71M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 257,959 | $67M | 0.4% | 2026-Q2 |
| Navera Investment Management Ltd. new | 257,550 | $66M | 0.4% | 2026-Q2 |
| EFG International AG trimmed | 256,767 | $66M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 253,102 | $65M | 0.4% | 2026-Q2 |
| Investment Management Corp of Ontario trimmed | 252,059 | $65M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 251,286 | $65M | 0.4% | 2026-Q2 |
| Ironvine Capital Partners, LLC added | 245,819 | $63M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 240,481 | $62M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 237,761 | $61M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 226,912 | $59M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 220,241 | $57M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 214,175 | $55M | 0.3% | 2026-Q2 |
| NZS Capital, LLC added | 205,928 | $53M | 0.3% | 2026-Q2 |
| WEITZ INVESTMENT MANAGEMENT, INC. added | 204,479 | $53M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 203,330 | $52M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 201,076 | $52M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 198,560 | $51M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 198,191 | $51M | 0.3% | 2026-Q2 |
| Silver Heights Capital Management Inc trimmed | 196,891 | $51M | 0.3% | 2026-Q2 |
| Deltroit Asset Management (UK) LLP added | 190,338 | $49M | 0.3% | 2026-Q2 |
| Capital Research Global Investors added | 189,604 | $49M | 0.3% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC added | 180,138 | $46M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 179,838 | $46M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 179,042 | $46M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP added | 177,115 | $46M | 0.3% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 176,343 | $45M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 174,326 | $45M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 170,629 | $44M | 0.3% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 170,257 | $44M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 162,466 | $42M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 157,217 | $41M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 155,407 | $40M | 0.2% | 2026-Q2 |
| Vulcan Value Partners, LLC trimmed | 153,718 | $40M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 153,314 | $40M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 149,139 | $39M | 0.2% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 150,447 | $39M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 146,067 | $38M | 0.2% | 2026-Q2 |
| Sone Capital Management, LLC added | 143,977 | $37M | 0.2% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 134,747 | $35M | 0.2% | 2026-Q2 |
| WHITEBOX ADVISORS LLC added | 132,104 | $34M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 129,824 | $33M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 127,462 | $33M | 0.2% | 2026-Q2 |
| Telemark Asset Management, LLC | 125,000 | $32M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 122,965 | $32M | 0.2% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 120,673 | $31M | 0.2% | 2026-Q2 |
| NATIXIS added | 117,073 | $30M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 116,449 | $30M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 115,484 | $30M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 109,972 | $28M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 101,370 | $26M | 0.2% | 2026-Q2 |
| BERKSHIRE HATHAWAY INC | 1,294,612 | $327M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Capital World Investors added | 311,861 | $79M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Amundi added | 366,220 | $77M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 193,537 | $49M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| JANUS HENDERSON GROUP PLC | 164,169 | $35M | 0.2% | 2026-Q1 stale (1 quarter behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: VANGUARD GROUP INC (last filed 2025-Q4, 8,662,673 shares) reconciles to its 4 current affiliates (8,675,760 shares) — 0.151% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.