Heico Corp (HEI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

140,771,000Shares Outstanding

41,233,127Shares held by institutions

$11,135,418,278Value of institutional holdings

29.29%Institutional ownership %

4.73%Shares Changed QoQ

738No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heico Corp (NYSE:HEI) has 734 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 29.0% of Heico's outstanding shares in December 2025, up from 28.4% in September 2025.
Their total shares held in HEI increased 4.08% from the prior quarter, while the number of investors in Heico increased 22.13% year over year.
Of these 734 holders, 359 added to their stakes in Heico, 229 trimmed positions, and 146 made no changes.
Altogether, these fund groups held 40.83Mn shares in HEI by December 2025, up by 1.6Mn shares quarter on quarter, and up 489.89K shares year over year.
DIAMANT ASSET MANAGEMENT, INC. holds the largest position in HEI at 763.65K shares as of December 31, 2025, or 0.54% of shares outstanding.
Leading buyers of Heico shares for the quarter ending December 2025 were DIAMANT ASSET MANAGEMENT, INC. (760.69K), STRATEGIC PLANNING GROUP, LLC (37.89K), Assenagon Asset Management S.A. (32.39K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (15.46K), CPC Advisors, LLC (6.21K).
The largest sellers of Heico for the quarter ending December 2025 were RIVERBRIDGE PARTNERS LLC (183.3K), OPPENHEIMER ASSET MANAGEMENT INC. (16.97K), CONGRESS ASSET MANAGEMENT CO (13.0K), Pictet Asset Management Holding SA (12.04K), SG Americas Securities, LLC (9.75K).
Per Business Quant data, the top 10 holders of Heico for the quarter ending December 2025 are DIAMANT ASSET MANAGEMENT, INC. (763.65K), RIVERBRIDGE PARTNERS LLC (406.23K), CONGRESS ASSET MANAGEMENT CO (210.3K), STRS OHIO (74.02K), Prospera Financial Services Inc (69.76K), Bath Savings Trust Co (45.66K), OPPENHEIMER ASSET MANAGEMENT INC. (44.75K), STRATEGIC PLANNING GROUP, LLC (37.89K), CARDEROCK CAPITAL MANAGEMENT INC (37.52K), MinichMacGregor Wealth Management, LLC (36.61K).

742 Institutional Holders

41,233,127 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Capital World Investors	31 Dec, 2025	4,710,449	-250,707	-5.05%	$1,524,254,192.00
VANGUARD GROUP INC	31 Dec, 2025	3,951,254	-82,991	-2.06%	$1,278,586,281.00
BlackRock, Inc.	31 Dec, 2025	3,928,123	114,919	3.01%	$1,271,101,485.00
State Street Corp	31 Dec, 2025	1,554,731	87,267	5.95%	$503,095,404.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	1,099,607	1,095,055	24,056.57%	$36,130,165.00
Morgan Stanley	31 Dec, 2025	1,058,393	45,088	4.45%	$342,485,952.00
UBS Group AG	31 Dec, 2025	894,697	334,493	59.71%	$289,515,002.00
Invesco Ltd.	31 Dec, 2025	800,859	-61,640	-7.15%	$259,149,838.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	779,737	10,033	1.30%	$252,315,096.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	765,407	-8,782	-1.13%	$246,947,885.00
Nuveen, LLC	31 Dec, 2025	713,476	-14,431	-1.98%	$230,873,699.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	614,186	-12,533	-2.00%	$198,744,448.00
RIVERBRIDGE PARTNERS LLC	31 Dec, 2025	589,525	-63,680	-9.75%	$190,764,293.00
Federated Hermes, Inc.	31 Dec, 2025	577,782	28,745	5.24%	$186,964,477.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	541,623	3,645	0.68%	$175,263,792.00
Goldman Sachs Group Inc	31 Dec, 2025	535,366	258,194	93.15%	$173,239,206.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	531,566	-27,095	-4.85%	$172,009,442.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	484,658	-10,020	-2.03%	$156,830,482.00
Capital International Investors	31 Dec, 2025	437,009	12,140	2.86%	$141,604,934.00
Corient Private Wealth LLC	31 Dec, 2025	419,726	275,194	190.40%	$93,304,806.00

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