Heico Corp (HEI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

141,575,940Shares Outstanding

996,639Shares held by institutions

$336,076,637Value of institutional holdings

26.93%Institutional ownership %

3.43%Shares Changed QoQ

709No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Heico Corp (NYSE:HEI) is held by 709 institutional firms.

Heico saw its institutional ownership percentage fell to 26.9% in December 2025 from 27.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 3.43%, with a year-over-year an increase of 17.58% in the count of filers.
The latest 13F cycle for Heico reveals that of 709 total investors, 343 funds grew their exposure, whereas 220 reduced theirs and 146 made no changes.
The total number of shares held by institutions in Heico increased to 38.13Mn as of December 2025, a net change of up by 1.26Mn shares quarter on quarter, and down 781.71K shares year over year.
The top institutional stake in Heico as of December 31, 2025 belongs to Capital World Investors, which owns 4.71Mn shares, or 3.33% of the company.
Among the most significant buyers of Heico during December 2025 were UBS Group AG (334.49K), BALYASNY ASSET MANAGEMENT L.P. (297.13K), VOYA INVESTMENT MANAGEMENT LLC (219.97K), Qube Research & Technologies Ltd (167.63K), D. E. Shaw & Co., Inc. (156.60K).
Leading sellers of Heico stock in December 2025 included Capital World Investors (250.71K), ROYAL BANK OF CANADA (181.36K), JPMORGAN CHASE & CO (106.68K), Rakuten Investment Management, Inc. (99.04K), EULAV Asset Management (86.00K).
The top 10 institutional holders of Heico for the quarter ending December 2025 included Capital World Investors (4.71Mn), VANGUARD GROUP INC (3.95Mn), BlackRock, Inc. (3.93Mn), STATE STREET CORP (1.55Mn), MORGAN STANLEY (1.06Mn), UBS Group AG (894.70K), AMERICAN CENTURY COMPANIES INC (779.74K), GEODE CAPITAL MANAGEMENT, LLC (765.41K), Nuveen, LLC (713.48K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (614.19K).

709 Institutional Holders

996,639 Total Shares Held

Rows:

Download Data

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
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
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
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
VOYA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	416,091	219,968	112.16%	$134,643,283.00
Qube Research & Technologies Ltd	31 Dec, 2025	386,567	167,634	76.57%	$125,089,216.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	357,596	297,127	491.37%	$115,714,490.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	357,074	9,822	2.83%	$115,545,596.00

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