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Institutional Ownership · SEC Form 13F

Who owns HEICO Corporation (HEI)


Which tracked institutional funds hold HEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEI 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.

737
Institutional holders
40M
Shares held (tracked funds)
73.7%
Of shares outstanding

How the tape is positioned

153 tracked funds added or opened HEI while 393 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HEI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HEI 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, 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 between the 2025-Q4 and 2026-Q1 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

  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B
  • VANGUARD CAPITAL MANAGEMENT LLC$1.2B
  • VANGUARD FIDUCIARY TRUST CO$174M
  • Capital Research Global Investors$94M
  • VANGUARD ASSET MANAGEMENT, Ltd$51M
  • Freestone Grove Partners LP$34M

Full exits 39

  • VANGUARD GROUP INC$3.4B
  • BERKSHIRE HATHAWAY INC$327M
  • TWO SIGMA ADVISERS, LP$157M
  • HIGHBRIDGE CAPITAL MANAGEMENT LLC$49M
  • Oribel Capital Management, LP$21M
  • COMERICA BANK$14M

Largest adds

  • Capital International Investors$599M
  • FMR LLC$98M
  • MILLENNIUM MANAGEMENT LLC$92M
  • Amundi$62M
  • STATE OF WISCONSIN INVESTMENT BOARD$51M
  • TWO SIGMA INVESTMENTS, LP$48M

Largest trims

  • BlackRock, Inc.$990M
  • Capital World Investors$955M
  • PRINCIPAL FINANCIAL GROUP INC$500M
  • JPMORGAN CHASE & CO$143M
  • Invesco Ltd.$140M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$112M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,090,817$848M7.7%2026-Q1
Capital International Investors added2,661,900$730M6.7%2026-Q1
Capital World Investors trimmed2,364,929$648M5.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,235,217$613M5.6%2026-Q1
STATE STREET CORP added1,738,536$477M4.3%2026-Q1
FMR LLC added1,496,414$410M3.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,333,103$366M3.3%2026-Q1
MORGAN STANLEY trimmed1,024,012$281M2.6%2026-Q1
UBS Group AG added899,230$247M2.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added801,131$220M2.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added790,353$216M2.0%2026-Q1
Nuveen, LLC added751,608$206M1.9%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed731,650$201M1.8%2026-Q1
FEDERATED HERMES, INC. added609,927$167M1.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added561,142$154M1.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed555,778$152M1.4%2026-Q1
Invesco Ltd. trimmed474,084$130M1.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added470,223$129M1.2%2026-Q1
RIVERBRIDGE PARTNERS LLC trimmed406,226$111M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added369,484$101M0.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added346,010$95M0.9%2026-Q1
BLAIR WILLIAM & CO/IL added336,799$92M0.8%2026-Q1
Fisher Asset Management, LLC added334,502$92M0.8%2026-Q1
EULAV Asset Management trimmed322,697$88M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added311,017$85M0.8%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed294,501$81M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new287,834$79M0.7%2026-Q1
Harding Loevner LP added287,673$79M0.7%2026-Q1
NORTHERN TRUST CORP added270,985$74M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added269,762$74M0.7%2026-Q1
MARSHALL WACE, LLP added238,517$65M0.6%2026-Q1
FIRST TRUST ADVISORS LP added231,579$63M0.6%2026-Q1
Sanctuary Advisors, LLC trimmed226,222$62M0.6%2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPAN added210,383$58M0.5%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed210,300$58M0.5%2026-Q1
PANAGORA ASSET MANAGEMENT INC added206,753$57M0.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed206,712$57M0.5%2026-Q1
Dixon Mitchell Investment Counsel Inc. trimmed201,424$55M0.5%2026-Q1
Capital Research Global Investors new200,579$55M0.5%2026-Q1
FRED ALGER MANAGEMENT, LLC added198,049$54M0.5%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed197,913$54M0.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added173,484$48M0.4%2026-Q1
Resona Asset Management Co.,Ltd. added171,459$47M0.4%2026-Q1
BARCLAYS PLC added168,593$46M0.4%2026-Q1
PFA Pension, Forsikringsaktieselskab added168,013$46M0.4%2026-Q1
BAMCO INC /NY/ trimmed167,976$46M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed166,413$46M0.4%2026-Q1
Corient Private Wealth LLC trimmed166,382$46M0.4%2026-Q1
NZS Capital, LLC added162,462$45M0.4%2026-Q1
Bank of New York Mellon Corp trimmed156,627$43M0.4%2026-Q1
ROYAL BANK OF CANADA added148,724$41M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added146,730$40M0.4%2026-Q1
Legal & General Group Plc trimmed144,042$39M0.4%2026-Q1
KBC Group NV added143,492$39M0.4%2026-Q1
Telemark Asset Management, LLC140,000$38M0.3%2026-Q1
Quantinno Capital Management LP trimmed138,095$38M0.3%2026-Q1
BROWN ADVISORY INC added137,722$38M0.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed135,396$37M0.3%2026-Q1
Swiss National Bank added129,460$35M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added122,579$34M0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed122,300$34M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed121,417$33M0.3%2026-Q1
Amundi added120,881$33M0.3%2026-Q1
HighTower Advisors, LLC added116,162$32M0.3%2026-Q1
Freestone Grove Partners LP trimmed112,201$31M0.3%2026-Q1
Man Group plc added109,917$30M0.3%2026-Q1
ASR Vermogensbeheer N.V. added106,131$29M0.3%2026-Q1
TCW GROUP INC trimmed97,540$27M0.2%2026-Q1
DEUTSCHE BANK AG\ added93,676$26M0.2%2026-Q1
CITIGROUP INC trimmed93,665$26M0.2%2026-Q1
CAPITAL INTERNATIONAL SARL added90,747$25M0.2%2026-Q1
Ghisallo Capital Management LLC new90,000$25M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added88,077$24M0.2%2026-Q1
Baird Financial Group, Inc. trimmed87,394$24M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed84,691$23M0.2%2026-Q1
CAPITAL INTERNATIONAL LTD /CA/ added82,693$23M0.2%2026-Q1
Erste Asset Management GmbH85,000$23M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed79,483$22M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed81,679$22M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new78,679$22M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed78,295$21M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added76,724$21M0.2%2026-Q1
One Madison Group LLC trimmed75,000$21M0.2%2026-Q1
STRS OHIO trimmed74,015$20M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed73,807$20M0.2%2026-Q1
MARSICO CAPITAL MANAGEMENT LLC trimmed73,419$20M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed72,718$20M0.2%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added71,533$20M0.2%2026-Q1
Prospera Financial Services Inc added69,764$19M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed68,208$19M0.2%2026-Q1
JENNISON ASSOCIATES LLC trimmed67,149$18M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added66,439$18M0.2%2026-Q1
Capital International, Inc./CA/ added65,646$18M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed63,158$17M0.2%2026-Q1
VANGUARD GROUP INC trimmed3,840,599$1.2B11.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed484,658$157M1.4%2025-Q4 stale
AXA S.A. trimmed96,680$32M0.3%2025-Q2 stale
AXA Investment Managers S.A. new87,017$22M0.2%2025-Q3 stale
Oribel Capital Management, LP added64,800$21M0.2%2025-Q4 stale
ExodusPoint Capital Management, LP added63,076$20M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership