Heico HEI Institutional Ownership

NYSE HEI
$297.86 -7.35 (-2.41%)
As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

772 Institutions
Increased 371 48.1%
Unchanged 134 17.4%
Reduced 267 34.6%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
78.34%
▲+5.38 pp QoQ
Shares Held by Institutions
43.22Mn
of 55.17Mn outstanding
▲+7.41% QoQ
Shares Outstanding
55.17Mn
11.95Mn held outside 13F filers
Institutional Investors
772
filed 13F for Jun 2026
▲+33 vs prior quarter
Net Shares Added (QoQ)
+2.98Mn
accumulated since last quarter
Value of Holdings
$13.20Bn
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

Heico Corp (NYSE:HEI) was reported as a holding by 770 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

772 Institutional Holders

Report period 30 Jun, 2026
Total shares held 43.22Mn
Of outstanding 78.34%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 3,925,879 7.12% ▼187,764 -4.56% $1.40Bn
2 PRICE T ROWE ASSOCIATES INC /MD/ 0000080255 3,201,685 5.80% ▲2,855,675 +825.32% $1.14Mn
3 Capital International Investors 0001562230 2,888,020 5.23% ▲226,120 +8.49% $1.03Bn
4 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 2,240,691 4.06% ▲5,474 +0.24% $798.11Mn
5 State Street Corp 0000093751 1,676,848 3.04% ▼61,688 -3.55% $597.28Mn
6 Capital World Investors 0001422849 1,669,161 3.03% ▼695,768 -29.42% $594.54Mn
7 FMR LLC 0000315066 1,447,918 2.62% ▼76,714 -5.03% $515.73Mn
8 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 1,389,304 2.52% ▲56,201 +4.22% $494.86Mn
9 UBS Group AG 0001610520 1,370,003 2.48% ▲470,773 +52.35% $487.98Mn
10 Morgan Stanley 0000895421 1,185,945 2.15% ▲161,933 +15.81% $422.42Mn
11 GEODE CAPITAL MANAGEMENT, LLC 0001214717 777,711 1.41% ▼12,642 -1.60% $276.22Mn
12 Nuveen, LLC 0001871926 719,315 1.30% ▼32,293 -4.30% $256.21Mn
13 TWO SIGMA INVESTMENTS, LP 0001179392 602,031 1.09% ▼199,100 -24.85% $214.44Mn
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 601,492 1.09% ▲40,350 +7.19% $214.25Mn
15 BALYASNY ASSET MANAGEMENT L.P. 0001218710 565,119 1.02% ▲270,618 +91.89% $201.29Mn
16 Federated Hermes, Inc. 0001056288 563,808 1.02% ▼46,119 -7.56% $200.82Mn
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0000861177 550,942 1.00% ▼4,836 -0.87% $196.24Mn
18 AMERICAN CENTURY COMPANIES INC 0000748054 521,990 0.95% ▼209,660 -28.66% $185.93Mn
19 Invesco Ltd. 0000914208 484,703 0.88% ▼21,840 -4.31% $172.65Mn
20 VOYA INVESTMENT MANAGEMENT LLC 0001068837 479,816 0.87% ▲9,593 +2.04% $170.91Mn