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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,090,817 | $848M | 7.7% | 2026-Q1 |
| Capital International Investors added | 2,661,900 | $730M | 6.7% | 2026-Q1 |
| Capital World Investors trimmed | 2,364,929 | $648M | 5.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,235,217 | $613M | 5.6% | 2026-Q1 |
| STATE STREET CORP added | 1,738,536 | $477M | 4.3% | 2026-Q1 |
| FMR LLC added | 1,496,414 | $410M | 3.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,333,103 | $366M | 3.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,024,012 | $281M | 2.6% | 2026-Q1 |
| UBS Group AG added | 899,230 | $247M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 801,131 | $220M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 790,353 | $216M | 2.0% | 2026-Q1 |
| Nuveen, LLC added | 751,608 | $206M | 1.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 731,650 | $201M | 1.8% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 609,927 | $167M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 561,142 | $154M | 1.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 555,778 | $152M | 1.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 474,084 | $130M | 1.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 470,223 | $129M | 1.2% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 406,226 | $111M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 369,484 | $101M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 346,010 | $95M | 0.9% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 336,799 | $92M | 0.8% | 2026-Q1 |
| Fisher Asset Management, LLC added | 334,502 | $92M | 0.8% | 2026-Q1 |
| EULAV Asset Management trimmed | 322,697 | $88M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 311,017 | $85M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 294,501 | $81M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 287,834 | $79M | 0.7% | 2026-Q1 |
| Harding Loevner LP added | 287,673 | $79M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 270,985 | $74M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 269,762 | $74M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 238,517 | $65M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 231,579 | $63M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 226,222 | $62M | 0.6% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 210,383 | $58M | 0.5% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 210,300 | $58M | 0.5% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 206,753 | $57M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 206,712 | $57M | 0.5% | 2026-Q1 |
| Dixon Mitchell Investment Counsel Inc. trimmed | 201,424 | $55M | 0.5% | 2026-Q1 |
| Capital Research Global Investors new | 200,579 | $55M | 0.5% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 198,049 | $54M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 197,913 | $54M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 173,484 | $48M | 0.4% | 2026-Q1 |
| Resona Asset Management Co.,Ltd. added | 171,459 | $47M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 168,593 | $46M | 0.4% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab added | 168,013 | $46M | 0.4% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 167,976 | $46M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 166,413 | $46M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 166,382 | $46M | 0.4% | 2026-Q1 |
| NZS Capital, LLC added | 162,462 | $45M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 156,627 | $43M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 148,724 | $41M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 146,730 | $40M | 0.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 144,042 | $39M | 0.4% | 2026-Q1 |
| KBC Group NV added | 143,492 | $39M | 0.4% | 2026-Q1 |
| Telemark Asset Management, LLC | 140,000 | $38M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 138,095 | $38M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 137,722 | $38M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 135,396 | $37M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 129,460 | $35M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 122,579 | $34M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 122,300 | $34M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 121,417 | $33M | 0.3% | 2026-Q1 |
| Amundi added | 120,881 | $33M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 116,162 | $32M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 112,201 | $31M | 0.3% | 2026-Q1 |
| Man Group plc added | 109,917 | $30M | 0.3% | 2026-Q1 |
| ASR Vermogensbeheer N.V. added | 106,131 | $29M | 0.3% | 2026-Q1 |
| TCW GROUP INC trimmed | 97,540 | $27M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 93,676 | $26M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 93,665 | $26M | 0.2% | 2026-Q1 |
| CAPITAL INTERNATIONAL SARL added | 90,747 | $25M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC new | 90,000 | $25M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 88,077 | $24M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 87,394 | $24M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 84,691 | $23M | 0.2% | 2026-Q1 |
| CAPITAL INTERNATIONAL LTD /CA/ added | 82,693 | $23M | 0.2% | 2026-Q1 |
| Erste Asset Management GmbH | 85,000 | $23M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 79,483 | $22M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 81,679 | $22M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 78,679 | $22M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 78,295 | $21M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 76,724 | $21M | 0.2% | 2026-Q1 |
| One Madison Group LLC trimmed | 75,000 | $21M | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 74,015 | $20M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 73,807 | $20M | 0.2% | 2026-Q1 |
| MARSICO CAPITAL MANAGEMENT LLC trimmed | 73,419 | $20M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 72,718 | $20M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 71,533 | $20M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 69,764 | $19M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 68,208 | $19M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 67,149 | $18M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 66,439 | $18M | 0.2% | 2026-Q1 |
| Capital International, Inc./CA/ added | 65,646 | $18M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 63,158 | $17M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,840,599 | $1.2B | 11.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 484,658 | $157M | 1.4% | 2025-Q4 stale |
| AXA S.A. trimmed | 96,680 | $32M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 87,017 | $22M | 0.2% | 2025-Q3 stale |
| Oribel Capital Management, LP added | 64,800 | $21M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 63,076 | $20M | 0.2% | 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.
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.