Who owns HEICO (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-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 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’s largest tracked holder by dollar value, BlackRock, 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 2026-Q1 and 2026-Q2, across 733 tracked filers holding HEI, 515 increased or opened the position and 436 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 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, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,925,879 | $1.4B | 10.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,201,685 | $1.1B | 8.4% | 2026-Q2 |
| Capital International Investors added | 2,888,020 | $1.0B | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,240,691 | $798M | 5.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,676,848 | $597M | 4.4% | 2026-Q2 |
| Capital World Investors trimmed | 1,669,161 | $595M | 4.4% | 2026-Q2 |
| FMR LLC trimmed | 1,447,918 | $516M | 3.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,389,304 | $495M | 3.6% | 2026-Q2 |
| UBS Group AG added | 1,370,003 | $488M | 3.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,185,945 | $422M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 777,711 | $276M | 2.0% | 2026-Q2 |
| Nuveen, LLC trimmed | 719,315 | $256M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 602,031 | $214M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 601,492 | $214M | 1.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 565,119 | $201M | 1.5% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 563,808 | $201M | 1.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 550,942 | $196M | 1.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 521,990 | $186M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 484,703 | $173M | 1.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 479,816 | $171M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 415,118 | $148M | 1.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 375,181 | $134M | 1.0% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 361,213 | $129M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 358,658 | $128M | 0.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 357,664 | $127M | 0.9% | 2026-Q2 |
| Fisher Asset Management, LLC added | 344,570 | $123M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 284,840 | $101M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 265,062 | $94M | 0.7% | 2026-Q2 |
| EULAV Asset Management trimmed | 251,697 | $90M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 243,792 | $87M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 226,519 | $81M | 0.6% | 2026-Q2 |
| Harding Loevner LP trimmed | 223,476 | $80M | 0.6% | 2026-Q2 |
| BAMCO INC /NY/ added | 218,976 | $78M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 218,207 | $78M | 0.6% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab added | 211,139 | $75M | 0.6% | 2026-Q2 |
| Dixon Mitchell Investment Counsel Inc. added | 210,971 | $75M | 0.6% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 210,755 | $75M | 0.6% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN trimmed | 210,350 | $75M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 208,467 | $74M | 0.5% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 202,555 | $72M | 0.5% | 2026-Q2 |
| Capital Research Global Investors trimmed | 199,829 | $71M | 0.5% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 192,685 | $69M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 183,466 | $65M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 166,117 | $59M | 0.4% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 164,533 | $58M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 160,343 | $57M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 154,106 | $55M | 0.4% | 2026-Q2 |
| NZS Capital, LLC trimmed | 153,023 | $55M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 152,689 | $54M | 0.4% | 2026-Q2 |
| Man Group plc added | 151,591 | $54M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 143,832 | $51M | 0.4% | 2026-Q2 |
| Freestone Grove Partners LP added | 141,150 | $50M | 0.4% | 2026-Q2 |
| Telemark Asset Management, LLC | 140,000 | $50M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 137,122 | $49M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 131,730 | $47M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 130,879 | $47M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 129,212 | $46M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 123,134 | $44M | 0.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 122,300 | $44M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 121,516 | $43M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 120,540 | $43M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 118,235 | $42M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 98,107 | $35M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,020 | $35M | 0.3% | 2026-Q2 |
| ASR Vermogensbeheer N.V. trimmed | 95,867 | $34M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 92,299 | $33M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 91,598 | $33M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 91,372 | $32M | 0.2% | 2026-Q2 |
| TCW GROUP INC trimmed | 90,973 | $32M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 89,185 | $32M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 88,997 | $32M | 0.2% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC added | 86,999 | $31M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP new | 83,537 | $30M | 0.2% | 2026-Q2 |
| One Madison Group LLC added | 80,000 | $28M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 76,125 | $27M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 76,094 | $27M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 75,000 | $26M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 74,241 | $26M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 73,297 | $26M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 69,140 | $25M | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 68,409 | $24M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. added | 68,270 | $24M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 60,563 | $22M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 58,262 | $21M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 57,923 | $21M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 57,722 | $21M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 57,656 | $21M | 0.2% | 2026-Q2 |
| CAPITAL INTERNATIONAL SARL trimmed | 57,194 | $20M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 55,626 | $20M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 54,656 | $19M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 53,547 | $19M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 53,438 | $19M | 0.1% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 51,361 | $18M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 51,252 | $18M | 0.1% | 2026-Q2 |
| ARK Investment Management LLC added | 50,052 | $18M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 47,415 | $17M | 0.1% | 2026-Q2 |
| Bath Savings Trust Co added | 47,028 | $17M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 46,668 | $17M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 45,820 | $16M | 0.1% | 2026-Q2 |
| GFS Advisors, LLC new | 250 | $43M | 0.3% | 2026-Q2 |
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.