HEICO CORP NEW HEI.A
CL A · Common Stock · CUSIP 422806208 · ISIN US4228062083
- SectorIndustrials
- IndustryAircraft Engines & Engine Parts
- HeadquartersHollywood, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($31.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $257.83. Options: 2 managers hold calls ($2.5m notional), 4 hold puts ($21.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 366 |
| Q4 2022 | 394 |
| Q1 2023 | 397 |
| Q2 2023 | 393 |
| Q3 2023 | 401 |
| Q4 2023 | 430 |
| Q1 2024 | 431 |
| Q2 2024 | 456 |
| Q3 2024 | 503 |
| Q4 2024 | 503 |
| Q1 2025 | 545 |
| Q2 2025 | 569 |
| Q3 2025 | 584 |
| Q4 2025 | 616 |
| Q1 2026 | 621 |
| Q2 2026 | 665 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 235 | 190 |
| Q4 2024 | 199 | 232 |
| Q1 2025 | 273 | 209 |
| Q2 2025 | 275 | 212 |
| Q3 2025 | 262 | 240 |
| Q4 2025 | 255 | 245 |
| Q1 2026 | 324 | 247 |
| Q2 2026 | 350 | 265 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.8m | $6.9m | 3.81 |
| Q4 2025 | $1.5m | $486.7k | 0.32 |
| Q1 2026 | $24.7m | $2.3m | 0.09 |
| Q2 2026 | $2.5m | $21.1m | 8.38 |
Biggest buyers
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +683.5k |
| XN LP | New | +475.6k |
| Navera Investment Management Ltd. | New | +257.6k |
| JPMORGAN CHASE & CO | Added | +256.1k |
| ARISTEIA CAPITAL, L.L.C. | Added | +203.2k |
| Logan Stone Capital, LLC | Added | +178.7k |
| BAMCO INC /NY/ | Added | +143.3k |
| AQR CAPITAL MANAGEMENT LLC | Added | +114.9k |
| GOLDMAN SACHS GROUP INC | Added | +114.5k |
| NATIXIS | Added | +97.8k |
Biggest sellers
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -1.2m |
| FMR LLC | Reduced | -543.2k |
| UBS Group AG | Reduced | -318.9k |
| Amundi | Reduced | -194.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -176.1k |
| Local Pensions Partnership Investment Ltd | Reduced | -171.8k |
| BROWN ADVISORY INC | Reduced | -145.7k |
| BlackRock, Inc. | Reduced | -126.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -125.5k |
| Visualize Group LP | Sold out | -122.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m7.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $534.3k1.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $17.5m67.8k shares |
| JANE STREET GROUP, LLC | New | $2.5m9.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $619.0k2.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $569.9k1.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PRINCIPAL GLOBAL INVESTORS 13G · institution -2.0 pts · filed 2026-08-05 | 8.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 10 | $571.9k | 1 | $66.9k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 3 | $22.8m | — |
| Q3 2025 | 0 | — | 1 | $18.0m | — |
| Q4 2025 | 8 | $428.3k | 0 | — | — |
| Q1 2026 | 1 | $999.9k | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $471.1k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-10 | Rowen Bradley K Chief Accounting Officer | Sold | $320.4k1.3k shares |
| 2026-04-15 | Neitzel Julie Director | Sold | $150.7k676 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC 0.98% of their portfolio | 7.7m $2.0bn | Reduced -1.2m |
| BlackRock, Inc. 0.02% of their portfolio | 6.0m $1.6bn | Reduced -126.1k |
| FMR LLC 0.05% of their portfolio | 4.8m $1.2bn | Reduced -543.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 4.1m $1.1bn | Added +10.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 4.0m $1.0bn | Added +27.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 1.10% of their portfolio | 2.1m $546.3m | Added +683.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $479.2m | Added +53.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.4m $367.0m | Reduced -10.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.4m $359.9m | Added +256.1k |
| NORGES BANK 0.04% of their portfolio | 1.4m $355.1m | Not comparable |
| Local Pensions Partnership Investment Ltd 6.72% of their portfolio | 1.2m $320.4m | Reduced -171.8k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.1m $288.5m | Reduced -125.5k |
| FRED ALGER MANAGEMENT, LLC 0.91% of their portfolio | 1.1m $271.8m | Added +92.4k |
| Maren Capital LLC 10.11% of their portfolio | 845.7k $218.1m | Added +88.0k |
| Port Capital LLC 8.47% of their portfolio | 804.5k $207.5m | Reduced -21.6k |
| ARISTEIA CAPITAL, L.L.C. 3.18% of their portfolio | 783.6k $202.1m | Added +203.2k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 782.0k $201.7m | Added +26.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.61% of their portfolio | 764.5k $197.2m | Reduced -48.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 753.2k $194.2m | Reduced -5.0k |
| MORGAN STANLEY 0.01% of their portfolio | 740.1k $190.9m | Added +60.7k |
| Giverny Capital Inc. 6.38% of their portfolio | 735.2k $189.6m | Reduced -3.2k |
| DF DENT & CO INC 3.42% of their portfolio | 699.2k $180.3m | Reduced -77.8k |
| Gobi Capital LLC 8.08% of their portfolio | 615.2k $158.7m | Added +3.7k |
| BAMCO INC /NY/ 0.22% of their portfolio | 562.7k $145.1m | Added +143.3k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 521.0k $134.4m | Reduced -3.7k |
| Capital International Investors 0.03% of their portfolio | 509.3k $131.1m | Added +1.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 482.8k $124.5m | Reduced -7.5k |
| XN LP 3.23% of their portfolio | 475.6k $122.7m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 469.7k $121.2m | Added +114.5k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 467.4k $120.5m | Added +17.9k |
| SCHWARTZ INVESTMENT COUNSEL INC 3.80% of their portfolio | 443.6k $114.4m | Unchanged |
| MANNING & NAPIER ADVISORS LLC 1.45% of their portfolio | 438.6k $113.1m | Added +84.7k |
| Fenimore Asset Management Inc 2.31% of their portfolio | 433.5k $111.8m | Added +4.9k |
| Stephens Investment Management Group LLC 1.15% of their portfolio | 414.8k $107.0m | Added +22.5k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 391.6k $101.0m | Reduced -113.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 383.1k $98.8m | Reduced -3.0k |
| Markel Group Inc. 0.75% of their portfolio | 379.6k $97.9m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 356.9k $92.0m | Added +27.2k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 345.4k $89.1m | Reduced -23.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 327.1k $84.3m | Added +16.0k |
| Fiera Capital Corp 0.27% of their portfolio | 291.4k $75.2m | Added +28.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 279.6k $72.1m | Reduced -6.9k |
| Logan Stone Capital, LLC 15.11% of their portfolio | 277.2k $71.5m | Added +178.7k |
| Quantum Capital Management, LLC / NJ 8.86% of their portfolio | 273.8k $70.6m | Added +39.1k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 258.0k $66.5m | Added +32.6k |
| Navera Investment Management Ltd. 1.78% of their portfolio | 257.6k $66.4m | New |
| EFG International AG 1.21% of their portfolio | 256.8k $66.3m | Reduced -5.4k |
| Nuveen, LLC 0.02% of their portfolio | 253.1k $65.3m | Added +2.8k |
| Investment Management Corp of Ontario 0.82% of their portfolio | 252.1k $65.0m | Reduced -30.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.10% of their portfolio | 251.3k $64.8m | Reduced -90.6k |
| Ironvine Capital Partners, LLC 5.91% of their portfolio | 245.8k $63.4m | Added +11.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 240.5k $62.0m | Added +36.5k |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 237.8k $61.3m | Added +5.7k |
| BROWN BROTHERS HARRIMAN & CO 0.26% of their portfolio | 226.9k $58.5m | Added +8.5k |
| Legal & General Group Plc 0.01% of their portfolio | 220.2k $56.8m | Reduced -46.7k |
| Swiss National Bank 0.03% of their portfolio | 214.2k $55.2m | Reduced -8.3k |
| NZS Capital, LLC 1.38% of their portfolio | 205.9k $53.1m | Added +2.0k |
| WEITZ INVESTMENT MANAGEMENT, INC. 3.65% of their portfolio | 204.5k $52.7m | Added +15.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 203.3k $52.4m | Added +74.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 201.1k $51.9m | Reduced -8.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 198.6k $51.2m | Reduced -178 |
| Jupiter Topco LLC 0.02% of their portfolio | 198.2k $51.1m | First filing |
| Silver Heights Capital Management Inc 15.67% of their portfolio | 196.9k $50.8m | Reduced -2.5k |
| Deltroit Asset Management (UK) LLP 8.00% of their portfolio | 190.3k $49.1m | Added +42.7k |
| Capital Research Global Investors 0.01% of their portfolio | 189.6k $48.9m | Added +3.1k |
| GENEVA CAPITAL MANAGEMENT LLC 1.07% of their portfolio | 180.1k $46.5m | Added +31.4k |
| UBS Group AG 0.01% of their portfolio | 179.8k $46.4m | Reduced -318.9k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 179.0k $46.2m | Added +114.9k |
| HRT FINANCIAL LP 0.11% of their portfolio | 177.5k $45.8m | Added +91.2k |
| PALISADE CAPITAL MANAGEMENT, LP 1.99% of their portfolio | 177.1k $45.7m | Added +657 |
| Life Cycle Investment Partners Ltd 0.21% of their portfolio | 176.3k $45.5m | Added +29.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 174.3k $45.0m | Added +15.9k |
| Amundi 0.01% of their portfolio | 171.9k $44.3m | Reduced -194.4k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 170.6k $44.0m | Reduced -29.6k |
| DANSKE BANK A/S 0.09% of their portfolio | 170.3k $43.9m | Reduced -26.2k |
| CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio | 162.5k $41.9m | Reduced -7.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 157.2k $40.5m | Added +769 |
| BROWN ADVISORY INC 0.06% of their portfolio | 155.4k $40.1m | Reduced -145.7k |
| Vulcan Value Partners, LLC 1.21% of their portfolio | 153.7k $39.6m | Reduced -24.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 153.3k $39.5m | Reduced -1.0k |
| SNYDER CAPITAL MANAGEMENT L P 0.67% of their portfolio | 150.4k $38.8m | Reduced -4.5k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 149.1k $39.0m | Added +9.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 146.1k $37.7m | Added +7.3k |
| Sone Capital Management, LLC 2.83% of their portfolio | 144.0k $37.1m | Added +17.6k |
| Conestoga Capital Advisors, LLC 0.76% of their portfolio | 134.7k $34.8m | Reduced -51.1k |
| WHITEBOX ADVISORS LLC 0.55% of their portfolio | 132.1k $34.1m | Added +7.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 129.8k $33.5m | Reduced -65.0k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 127.5k $32.9m | Reduced -5.4k |
| Telemark Asset Management, LLC 2.33% of their portfolio | 125.0k $32.2m | Unchanged |
| Sanctuary Advisors, LLC 0.15% of their portfolio | 123.0k $31.7m | Added +1.4k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2.02% of their portfolio | 120.7k $31.1m | Added +3.5k |
| NATIXIS 0.14% of their portfolio | 117.1k $30.2m | Added +97.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 116.4k $30.0m | Reduced -6.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 115.5k $29.8m | Added +29.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 110.0k $28.4m | Reduced -61.5k |
| BARCLAYS PLC 0.01% of their portfolio | 101.4k $26.1m | Reduced -2.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 100.2k $25.9m | Added +1.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 97.3k $25.1m | Added +13.9k |
| Advaya LLP 16.06% of their portfolio | 94.5k $24.4m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 94.4k $24.3m | Added +6.8k |