Heico HEI-A Institutional Ownership

NYSE HEI-A

$249.65 +10.93 (+4.58%)

As of: Nov 2, 2026 · 12:40 PM EST

Institutions by Trading Activity

667 Institutions

Increased 359 53.8%

Unchanged 92 13.8%

Reduced 216 32.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

82.80%

▲+0.42 pp QoQ

Shares Held by Institutions

69.96Mn

of 84.49Mn outstanding

▲+0.77% QoQ

Shares Outstanding

84.49Mn

14.53Mn held outside 13F filers

Institutional Investors

667

filed 13F for Jun 2026

▲+46 vs prior quarter

Net Shares Added (QoQ)

+531.32K

accumulated since last quarter

Value of Holdings

$17.14Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 22, 2026

Heico Corp (NYSE:HEI-A) counted 666 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 82.80% of outstanding shares in Q2 2026, up from 82.39% in Q1 2026.
Total shares held in Heico rose 0.77% versus Q1 2026, while the number of holders rose 17.46% versus Q2 2025.
Looking at the 666 holders of HEI-A individually, 358 added to their positions, 216 reduced their stakes and 92 left their positions unchanged.
Altogether, institutional holders owned 69.96Mn HEI-A shares at the end of Q2 2026, up 531.32K from the prior quarter and down 5.39Mn from a year earlier.
Principal Financial Group Inc held the largest position in HEI-A at 7.71Mn shares as of June 30, 2026, or 9.12% of shares outstanding.
Holders that added the most shares of Heico in Q2 2026 were State of Wisconsin Investment Board (+683.48K shares), JPMorgan Chase & Co (+256.09K shares), Aristeia Capital, L.L.C. (+203.21K shares), Logan Stone Capital, LLC (+178.7K shares) and BAMCO Inc (+143.25K shares).
On the other side, among holders that kept a position in Heico, the largest reductions in Q2 2026 came from Principal Financial Group Inc (-1.16Mn shares), FMR LLC (-543.23K shares), UBS Group AG (-318.85K shares), Zeno Equity Partners LLP (-198.36K shares) and Amundi (-194.36K shares).
Per Business Quant, the top 10 investors in HEI-A for the quarter ended June 30, 2026 were Principal Financial Group Inc (7.71Mn shares), BlackRock, Inc. (6.04Mn shares), FMR LLC (4.79Mn shares), Vanguard Capital Management LLC (4.1Mn shares), Vanguard Portfolio Management LLC (3.96Mn shares), State of Wisconsin Investment Board (2.12Mn shares), State Street Corp (1.86Mn shares), Geode Capital Management, LLC (1.43Mn shares), JPMorgan Chase & Co (1.41Mn shares) and Norges Bank (1.38Mn shares).

Form 13F Holdings

669 Institutional Holders

Report period 30 Jun, 2026

Total shares held 69.96Mn

Of outstanding 82.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Principal Financial Group Inc	0001126328	7,707,811	9.12%	▼1,159,446	-13.08%	$1.99Bn
2	BlackRock, Inc.	0002012383	6,043,735	7.15%	▼126,096	-2.04%	$1.56Bn
3	FMR LLC	0000315066	4,794,908	5.68%	▼543,227	-10.18%	$1.24Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,103,094	4.86%	▲10,774	+0.26%	$1.06Bn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,959,217	4.69%	▲27,329	+0.70%	$1.02Bn
6	STATE OF WISCONSIN INVESTMENT BOARD	0000854157	2,118,107	2.51%	▲683,478	+47.64%	$546.28Mn
7	State Street Corp	0000093751	1,857,897	2.20%	▲53,808	+2.98%	$479.17Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,426,925	1.69%	▼10,307	-0.72%	$366.95Mn
9	Jpmorgan Chase & Co	0000019617	1,414,319	1.67%	▲256,093	+22.11%	$359.92Mn
10	NORGES BANK	0001374170	1,376,894	1.63%	▲1,376,894	0.00%	$355.11Mn
11	Local Pensions Partnership Investment Ltd	0001698810	1,242,970	1.47%	▼171,840	-12.15%	$320.44Mn
12	Bank Of America Corp /De/	0000070858	1,118,595	1.32%	▼125,524	-10.09%	$288.50Mn
13	FRED ALGER MANAGEMENT, LLC	0000003520	1,053,756	1.25%	▲92,391	+9.61%	$271.77Mn
14	Maren Capital LLC	0001961415	845,691	1.00%	▲87,978	+11.61%	$218.11Mn
15	Port Capital LLC	0001729212	804,484	0.95%	▼21,602	-2.61%	$207.48Mn
16	ARISTEIA CAPITAL, L.L.C.	0001080171	783,595	0.93%	▲203,208	+35.01%	$202.10Mn
17	MILLENNIUM MANAGEMENT LLC	0001273087	782,006	0.93%	▲26,424	+3.50%	$201.69Mn
18	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	764,540	0.90%	▼48,662	-5.98%	$197.18Mn
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	753,152	0.89%	▼4,978	-0.66%	$194.25Mn
20	Morgan Stanley	0000895421	740,096	0.88%	▲60,743	+8.94%	$190.88Mn

Showing 1 to 20 of 669 holders