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-Q1 13F filings (latest filed 2026-05-18). 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: 18 added or opened and 571 trimmed or exited — on balance reducing.
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, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HEI-A more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 737 tracked filers holding HEI-A, 455 increased or opened the position and 461 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2
- Hudson Bay Capital Management LP$3M
- Brevan Howard Capital Management LP$634K
Full exits 565
- PRINCIPAL FINANCIAL GROUP INC$1.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- GEODE CAPITAL MANAGEMENT, LLC$519M
- MORGAN STANLEY$424M
- BANK OF AMERICA CORP /DE/$364M
Largest adds
- BlackRock, Inc.$1.2B
- PRICE T ROWE ASSOCIATES INC /MD/$1.1B
- Capital International Investors$323M
- STATE STREET CORP$219M
- FMR LLC$216M
- BALYASNY ASSET MANAGEMENT L.P.$98M
Largest trims
- Capital World Investors$54M
- RENAISSANCE TECHNOLOGIES LLC$47M
- MARSHALL WACE, LLP$46M
- D. E. Shaw & Co., Inc.$27M
- Point72 Asset Management, L.P.$6M
- TWO SIGMA INVESTMENTS, LP$5M
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 | 8,867,257 | $1.9B | 11.2% | 2026-Q1 |
| BlackRock, Inc. added | 6,043,735 | $1.6B | 9.3% | 2026-Q2 |
| FMR LLC trimmed | 4,794,908 | $1.2B | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,092,320 | $864M | 5.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,931,888 | $830M | 4.9% | 2026-Q1 |
| STATE STREET CORP added | 1,857,897 | $479M | 2.9% | 2026-Q2 |
| NORGES BANK added | 1,376,894 | $355M | 2.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,434,629 | $303M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,437,232 | $303M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,244,119 | $263M | 1.6% | 2026-Q1 |
| Local Pensions Partnership Investment Ltd added | 1,414,810 | $259M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,158,226 | $237M | 1.4% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 961,365 | $203M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 782,006 | $202M | 1.2% | 2026-Q2 |
| Port Capital LLC trimmed | 826,086 | $174M | 1.0% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 813,202 | $172M | 1.0% | 2026-Q1 |
| DF DENT & CO INC trimmed | 777,018 | $164M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 758,130 | $160M | 1.0% | 2026-Q1 |
| Maren Capital LLC added | 757,713 | $160M | 1.0% | 2026-Q1 |
| Giverny Capital Inc. trimmed | 738,482 | $156M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 679,353 | $143M | 0.9% | 2026-Q1 |
| Capital International Investors added | 509,338 | $131M | 0.8% | 2026-Q2 |
| Gobi Capital LLC trimmed | 611,483 | $129M | 0.8% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. trimmed | 580,387 | $123M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 524,733 | $111M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 505,004 | $107M | 0.6% | 2026-Q1 |
| UBS Group AG added | 498,692 | $105M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 490,300 | $103M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 449,512 | $95M | 0.6% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 443,590 | $94M | 0.6% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 428,623 | $90M | 0.5% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 419,407 | $89M | 0.5% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 392,352 | $83M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 386,013 | $81M | 0.5% | 2026-Q1 |
| Markel Group Inc. | 379,644 | $80M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 369,253 | $78M | 0.5% | 2026-Q1 |
| Amundi added | 366,220 | $77M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 355,245 | $75M | 0.4% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 353,872 | $75M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 341,927 | $72M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 279,604 | $72M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 329,668 | $70M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 257,959 | $67M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 311,103 | $66M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 301,118 | $64M | 0.4% | 2026-Q1 |
| Investment Management Corp of Ontario added | 282,579 | $60M | 0.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 266,943 | $56M | 0.3% | 2026-Q1 |
| Fiera Capital Corp trimmed | 263,011 | $56M | 0.3% | 2026-Q1 |
| EFG International AG added | 262,164 | $55M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 250,317 | $53M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 238,728 | $50M | 0.3% | 2026-Q1 |
| Quantum Capital Management, LLC / NJ trimmed | 234,710 | $50M | 0.3% | 2026-Q1 |
| Ironvine Capital Partners, LLC added | 234,450 | $49M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 232,093 | $49M | 0.3% | 2026-Q1 |
| Capital Research Global Investors added | 189,604 | $49M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 222,475 | $47M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 179,042 | $46M | 0.3% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 218,444 | $46M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 209,891 | $44M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 203,974 | $43M | 0.3% | 2026-Q1 |
| NZS Capital, LLC added | 203,943 | $43M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 200,230 | $42M | 0.3% | 2026-Q1 |
| Silver Heights Capital Management Inc trimmed | 199,351 | $42M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 198,738 | $42M | 0.3% | 2026-Q1 |
| DANSKE BANK A/S added | 196,414 | $41M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 194,794 | $41M | 0.2% | 2026-Q1 |
| WEITZ INVESTMENT MANAGEMENT, INC. added | 188,979 | $40M | 0.2% | 2026-Q1 |
| Conestoga Capital Advisors, LLC trimmed | 185,888 | $39M | 0.2% | 2026-Q1 |
| Vulcan Value Partners, LLC trimmed | 178,456 | $38M | 0.2% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 176,458 | $37M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 171,500 | $36M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 170,053 | $36M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 164,169 | $35M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 158,387 | $33M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 156,448 | $33M | 0.2% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 154,956 | $33M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 154,327 | $33M | 0.2% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 148,712 | $31M | 0.2% | 2026-Q1 |
| Deltroit Asset Management (UK) LLP added | 147,675 | $31M | 0.2% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 147,391 | $31M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 115,484 | $30M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 139,264 | $30M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 138,763 | $29M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 132,818 | $28M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 128,875 | $27M | 0.2% | 2026-Q1 |
| Sone Capital Management, LLC added | 126,426 | $27M | 0.2% | 2026-Q1 |
| Telemark Asset Management, LLC | 125,000 | $26M | 0.2% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 124,737 | $26M | 0.2% | 2026-Q1 |
| Visualize Group LP trimmed | 122,790 | $26M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 122,409 | $26M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 121,565 | $26M | 0.2% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 117,128 | $25M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 91,696 | $24M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 86,292 | $22M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 103,567 | $22M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 81,849 | $21M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC trimmed | 8,662,673 | $2.2B | 13.0% | 2025-Q4 stale |
| BERKSHIRE HATHAWAY INC | 1,294,612 | $327M | 1.9% | 2025-Q4 stale |
| Capital World Investors added | 311,861 | $79M | 0.5% | 2025-Q4 stale |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 193,537 | $49M | 0.3% | 2025-Q4 stale |
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.