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HEI in the 13F filings

Heico Corp New · CUSIP 422806109

Sector · IndustrialsTheme · Aerospace and defence
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 7 May 2025
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 9 listed it in both
Shares listed
7,115,809
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing HEI in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

ActionFiling
Capital World Investors4,919,241$1.3bn0.21%Added+24,08112 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP421,978$113m0.25%Added+50,80015 May 2025 (the filing on sec.gov)
Two Sigma Investments LP406,031$108m0.23%Added+154,77215 May 2025 (the filing on sec.gov)
Marshall Wace LLP396,318$106m0.13%Addedn.a.15 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC391,369$105m0.09%Added+14,36827 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC146,737$39munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP142,868$38munder 0.1%Addedn.a.14 May 2025 (the filing on sec.gov)
GAMCO Investors Inc123,385$33m0.36%Held014 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP79,743$21m0.22%Trimmed-219,02715 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC26,817$7.2munder 0.1%Trimmed-43,01115 May 2025 (the filing on sec.gov)
PDT Partners LLC25,576$6.8m0.49%Added+22,67615 May 2025 (the filing on sec.gov)
Quantbot Technologies LP20,653$5.5m0.18%Newnew13 May 2025 (the filing on sec.gov)
ARK Investment Management LLC15,093$4.0munder 0.1%Trimmed-2087 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HEI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$2.7mn.a.n.a.
Q3 20132$15mn.a.n.a.
Q4 20132$16mn.a.n.a.
Q1 20142$16mn.a.n.a.
Q2 20144$17mn.a.n.a.
Q3 20142$13mn.a.n.a.
Q4 20142$16mn.a.n.a.
Q1 20152$16mn.a.n.a.
Q2 20152$16mn.a.n.a.
Q3 20153$21mn.a.n.a.
Q4 20153$18mn.a.n.a.
Q1 20162$15mn.a.n.a.
Q2 20163$18mn.a.n.a.
Q3 20163$17mn.a.n.a.
Q4 20164$29mn.a.n.a.
Q1 20174$37mn.a.n.a.
Q2 20175$42mn.a.n.a.
Q3 20174$51mn.a.n.a.
Q4 20177$89mn.a.n.a.
Q1 20189$90mn.a.n.a.
Q2 20185$66mn.a.n.a.
Q3 20187$94mn.a.n.a.
Q4 20188$110mn.a.n.a.
Q1 20198$77mn.a.n.a.
Q2 201910$297mn.a.n.a.
Q3 20199$265mn.a.n.a.
Q4 201913$157mn.a.n.a.
Q1 202010$74mn.a.n.a.
Q2 20207$215mn.a.n.a.
Q3 20207$273mn.a.n.a.
Q4 20207$435mn.a.n.a.
Q1 20218$432mn.a.n.a.
Q2 20218$479mn.a.n.a.
Q3 20217$448mn.a.n.a.
Q4 20217$570mn.a.n.a.
Q1 20226$571mn.a.n.a.
Q2 20225$502mn.a.n.a.
Q3 202211$630mn.a.n.a.
Q4 202214$775mn.a.n.a.
Q1 202312$759mn.a.n.a.
Q2 202313$776mn.a.n.a.
Q3 20237$626mn.a.n.a.
Q4 20236$727m42
Q1 202410$854m72
Q2 20247$1.1bn34
Q3 20248$1.3bn52
Q4 202412$1.6bn91
Q1 202513$1.9bn94
Q2 202515$2.7bn132
Q3 202513$2.2bn75
Q4 202516$2.4bn1916
Q1 202616$1.4bn1920
Q2 202618$2.7bn1820

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HEI and RTX →HEI and BA →HEI and TDG →Choose a stock to compare with HEI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HEI, latest filings →Back to the 13F Explorer →