Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HEI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $1.13B | +4.7% | 2.953% | 0.02% |
| 2 | Capital International Investors | 2.7M | $729.9M | +509.1% | 1.911% | 0.17% |
| 3 | Capital World Investors | 2.4M | $648.5M | -49.8% | 1.698% | 0.09% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $612.9M | β | 1.604% | 0.03% |
| 5 | STATE STREET CORP | 1.7M | $476.7M | +11.8% | 1.248% | 0.02% |
| 6 | FMR LLC | 1.5M | $418.1M | +533.8% | 1.094% | 0.02% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $365.5M | β | 0.957% | 0.01% |
| 8 | MORGAN STANLEY | 1.0M | $280.8M | -3.3% | 0.735% | 0.02% |
| 9 | UBS Group AG | 899K | $246.6M | +0.5% | 0.645% | 0.04% |
| 10 | TWO SIGMA INVESTMENTS, LP | 801K | $219.7M | +50.7% | 0.575% | 0.18% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 790K | $216.1M | +3.3% | 0.567% | 0.01% |
| 12 | Nuveen, LLC | 752K | $206.1M | +5.3% | 0.539% | 0.06% |
| 13 | AMERICAN CENTURY COMPANIES INC | 732K | $200.6M | -6.2% | 0.525% | 0.10% |
| 14 | FEDERATED HERMES, INC. | 610K | $167.2M | +5.6% | 0.438% | 0.27% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 561K | $153.9M | +3.6% | 0.403% | 0.02% |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 556K | $152.4M | -9.5% | 0.399% | 0.03% |
| 17 | Invesco Ltd. | 507K | $138.9M | -36.8% | 0.364% | 0.02% |
| 18 | VOYA INVESTMENT MANAGEMENT LLC | 470K | $128.9M | +13.0% | 0.338% | 0.13% |
| 19 | RIVERBRIDGE PARTNERS LLC | 406K | $111.4M | -31.1% | 0.292% | 2.73% |
| 20 | BANK OF AMERICA CORP /DE/ | 369K | $101.3M | +3.5% | 0.265% | 0.01% |
| 21 | BLAIR WILLIAM & CO/IL | 337K | $92.4M | +46.2% | 0.242% | 0.26% |
| 22 | Fisher Asset Management, LLC | 335K | $91.7M | +2.5% | 0.240% | 0.03% |
| 23 | EULAV Asset Management | 323K | $88.5M | -3.3% | 0.232% | 2.83% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 311K | $85.3M | +32.9% | 0.223% | 0.05% |
| 25 | BALYASNY ASSET MANAGEMENT LLC | 295K | $80.8M | -17.6% | 0.211% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HEI β a direct measure of their conviction.
Filings activity in HEI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HEI position in Q1 2026
Institutions that fully closed their HEI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 724 | 2.0% | 23.53% | 4.02 pp | $10.87B | 15% |
| Q4 2025 | 739 | +6.6% | 27.55% | +1.03 pp | $12.73B | +3.9% |
| Q3 2025 | 693 | +0.7% | 26.52% | 0.36 pp | $12.25B | 1.4% |
| Q2 2025 | 688 | +10% | 26.88% | +5.88 pp | $12.42B | +28% |
| Q1 2025 | 625 | +6.8% | 21.00% | +0.91 pp | $9.70B | +4.5% |
| Q4 2024 | 585 | +2.8% | 20.09% | +0.05 pp | $9.28B | +0.3% |
| Q3 2024 | 569 | +5.2% | 20.04% | +2.44 pp | $9.26B | +14% |
| Q2 2024 | 541 | β | 17.60% | β | $8.13B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HEI stock.
Based on Q1 2026 13F filings, institutional ownership of HEICO Corporation stands at 23.5%, held across 724 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HEI, with approximately 4,113,643 shares worth $1.13B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HEI, including TWO SIGMA INVESTMENTS, LP, Fisher Asset Management, LLC.
Our composite Smart Money Score for HEI is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
106 institutions opened new positions in HEI during Q1 2026, while 121 fully exited. 118 added to existing positions and 497 trimmed.
HEI institutional ownership fell by 4.02 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 47.2% of all reported 13F value in HEI, and the top 25 account for 65.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
HEICO Corporation (HEI) Institutional Ownership