Heico HEI Institutional Ownership

NYSE HEI

$312.50 -3.60 (-1.14%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

770 Institutions

Increased 370 48.1%

Unchanged 133 17.3%

Reduced 267 34.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

31.38%

▲+1.95 pp QoQ

Shares Held by Institutions

43.79Mn

of 139.56Mn outstanding

▲+9.15% QoQ

Shares Outstanding

139.56Mn

95.77Mn held outside 13F filers

Institutional Investors

770

filed 13F for Jun 2026

▲+28 vs prior quarter

Net Shares Added (QoQ)

+3.67Mn

accumulated since last quarter

Value of Holdings

$14.25Bn

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

Quarter ending 30 Jun, 2026

Heico Corp (NYSE:HEI) has 770 institutional investors with active 13F positions as of June 2026.

They owned 31.4% of outstanding stock in June 2026, up from 29.4% the prior quarter.
They increased total shares held in HEI by 9.15% quarter over quarter, and investors in Heico increased 9.38% from a year ago.
Of these 770 funds, 370 grew their exposure to Heico, 267 cut back, and 133 maintained positions.
Institutional investors collectively held 43.79Mn shares in Heico as of June 2026, up by 3.67Mn shares quarter on quarter, and up 4.18Mn shares year over year.
As of June 30, 2026, the biggest holder of Heico is BlackRock, Inc. at 3.93Mn shares, representing 2.81% of shares outstanding.
The largest buyers of Heico for the quarter ending June 2026 were PRICE T ROWE ASSOCIATES INC /MD/ (2.86Mn), Sixth Street Partners Management Company, L.P. (601.49K), UBS Group AG (470.77K), T. Rowe Price Investment Management, Inc. (457.42K), BALYASNY ASSET MANAGEMENT L.P. (270.62K).
The largest sales of HEI for the quarter ending June 2026 came from DIAMANT ASSET MANAGEMENT, INC. (760.86K), Capital World Investors (695.77K), AMERICAN CENTURY COMPANIES INC (209.66K), TWO SIGMA INVESTMENTS, LP (199.1K), BlackRock, Inc. (187.76K).
According to Business Quant data, leading holders of HEI for June 2026 are BlackRock, Inc. (3.93Mn), PRICE T ROWE ASSOCIATES INC /MD/ (3.2Mn), Capital International Investors (2.89Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.24Mn), State Street Corp (1.68Mn), Capital World Investors (1.67Mn), FMR LLC (1.45Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.39Mn), UBS Group AG (1.37Mn), Morgan Stanley (1.19Mn).

Form 13F Holdings

769 Institutional Holders

Report period 30 Jun, 2026

Total shares held 43.79Mn

Of outstanding 31.38%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,925,879	2.81%	▼187,764	-4.56%	$1.40Bn
2	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	3,201,685	2.29%	▲2,855,675	+825.32%	$1.14Mn
3	Capital International Investors	0001562230	2,888,020	2.07%	▲226,120	+8.49%	$1.03Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,240,691	1.61%	▲5,474	+0.24%	$798.11Mn
5	State Street Corp	0000093751	1,676,848	1.20%	▼61,688	-3.55%	$597.28Mn
6	Capital World Investors	0001422849	1,669,161	1.20%	▼695,768	-29.42%	$594.54Mn
7	FMR LLC	0000315066	1,447,918	1.04%	▼76,714	-5.03%	$515.73Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,389,304	1.00%	▲56,201	+4.22%	$494.86Mn
9	UBS Group AG	0001610520	1,370,003	0.98%	▲470,773	+52.35%	$487.98Mn
10	Morgan Stanley	0000895421	1,185,945	0.85%	▲161,933	+15.81%	$422.42Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	777,711	0.56%	▼12,642	-1.60%	$276.22Mn
12	Nuveen, LLC	0001871926	719,315	0.52%	▼32,293	-4.30%	$256.21Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	602,031	0.43%	▼199,100	-24.85%	$214.44Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	601,492	0.43%	▲601,492	0.00%	$214.25Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	601,492	0.43%	▲40,350	+7.19%	$214.25Mn
15	BALYASNY ASSET MANAGEMENT L.P.	0001218710	565,119	0.40%	▲270,618	+91.89%	$201.29Mn
16	Federated Hermes, Inc.	0001056288	563,808	0.40%	▼46,119	-7.56%	$200.82Mn
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	550,942	0.39%	▼4,836	-0.87%	$196.24Mn
18	AMERICAN CENTURY COMPANIES INC	0000748054	521,990	0.37%	▼209,660	-28.66%	$185.93Mn
19	Invesco Ltd.	0000914208	484,703	0.35%	▼21,840	-4.31%	$172.65Mn

Showing 1 to 20 of 769 holders