HEI-A Institutional Ownership & Shareholders

HEICO CORP-CLASS A (HEI-A) is currently held by 653 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Principal Financial Group Inc is currently the largest disclosed institutional shareholder of HEI-A tracked by InsiderSet, reporting ownership valued at approximately $1.62B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.70B, representing an estimated gain of +4.55% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed HEI-A value among the investors covered in this analysis. Major shareholders include Principal Financial Group Inc, Blackrock, Inc., Fmr Llc, and several other long-term asset managers with concentrated positions in HEICO CORP-CLASS A (HEI-A).

This page ranks the largest institutional HEI-A shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

653

Total Reported Value

$17.46B

Largest Holder

Principal Financial Group Inc

Largest Position

$1.62B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

56

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Principal Financial Group Inc0.83%7,110,643$1,623,583,291$1,697,452,697+$73,869,406+4.55%
Blackrock, Inc.0.02%6,043,735$1,558,739,704$1,442,760,419-$115,979,285-7.44%
Fmr Llc0.05%4,794,908$1,236,654,874$1,144,640,438-$92,014,436-7.44%
Vanguard Capital Management Llc0.02%4,103,094$1,058,228,974$979,490,600-$78,738,374-7.44%
Vanguard Portfolio Management Llc0.05%3,959,217$1,021,121,656$945,144,282-$75,977,374-7.44%
State Of Wisconsin Investment Board1.10%2,118,107$546,280,976$505,634,503-$40,646,473-7.44%
State Street Corp0.01%1,857,897$479,170,215$443,517,172-$35,653,043-7.44%
Geode Capital Management, Llc0.02%1,426,925$366,951,219$340,635,536-$26,315,683-7.17%
Jpmorgan Chase & Co0.02%1,414,319$359,916,437$337,626,232-$22,290,205-6.19%
Norges Bank0.04%1,376,894$355,114,732$328,692,136-$26,422,596-7.44%
Bank Of America Corp0.02%1,118,595$288,496,797$267,030,998-$21,465,799-7.44%
Local Pensions Partnership Investment Ltd6.02%1,255,970$287,171,260$299,825,158+$12,653,898+4.41%
Fred Alger Management, Llc0.91%1,053,756$271,774,210$251,552,632-$20,221,578-7.44%
Maren Capital Llc10.11%845,691$218,112,216$201,883,356-$16,228,860-7.44%
Port Capital Llc8.47%804,484$207,484,468$192,046,420-$15,438,048-7.44%
Aristeia Capital, L.L.C.3.18%783,595$202,096,986$187,059,798-$15,037,188-7.44%
Millennium Management Llc0.14%782,006$201,687,167$186,680,472-$15,006,695-7.44%
Kayne Anderson Rudnick Investment Management Llc0.61%764,540$197,182,730$182,510,989-$14,671,741-7.44%
Arrowstreet Capital, Limited Partnership0.09%753,152$194,245,432$179,792,445-$14,452,987-7.44%
Morgan Stanley0.01%740,096$190,878,581$176,675,717-$14,202,864-7.44%
Giverny CapitalFrancois Rochon6.38%735,248$189,627,812$175,518,403-$14,109,409-7.44%
Df Dent & Co Inc3.42%699,176$180,324,569$166,907,295-$13,417,274-7.44%
Gobi Capital Llc8.08%615,183$158,661,848$146,856,486-$11,805,362-7.44%
Bamco Inc0.22%562,662$145,116,156$134,318,673-$10,797,483-7.44%
Raymond James Financial Inc0.04%521,035$134,380,196$124,381,475-$9,998,721-7.44%
Capital International Investors0.03%509,338$131,107,320$121,589,167-$9,518,153-7.26%
Northern Trust Corp0.01%482,818$124,523,590$115,258,313-$9,265,277-7.44%
Xn Lp3.23%475,566$122,653,227$113,527,116-$9,126,111-7.44%
Goldman Sachs Group Inc0.01%469,740$121,150,671$112,136,333-$9,014,338-7.44%
Vanguard Fiduciary Trust Co0.03%467,382$120,542,492$111,573,431-$8,969,061-7.44%
Manning & Napier Advisors Llc1.45%438,559$113,108,765$104,692,804-$8,415,961-7.44%
Stephens Investment Management Group Llc1.15%414,821$106,986,484$99,026,069-$7,960,415-7.44%
Schwartz Investment Counsel Inc3.53%443,590$101,284,905$105,893,805+$4,608,900+4.55%
Qube Research & Technologies Ltd0.11%391,580$100,992,398$93,477,978-$7,514,420-7.44%
Fenimore Asset Management Inc2.11%420,436$95,998,175$100,366,482+$4,368,307+4.55%
Envestnet Asset Management Inc0.02%356,855$92,036,577$85,188,426-$6,848,151-7.44%
Wells Fargo & Company/Mn0.02%345,351$89,069,260$82,442,191-$6,627,069-7.44%
Markel Group Inc.Thomas Gayner0.68%379,644$86,684,115$90,628,616+$3,944,501+4.55%
Dimensional Fund Advisors Lp0.02%327,074$84,343,083$78,079,105-$6,263,978-7.43%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.02%386,013$81,483,484$92,149,023+$10,665,539+13.09%
Fiera Capital Corp0.27%291,395$75,153,685$69,561,814-$5,591,871-7.44%
Wellington Management Group Llp0.01%279,604$72,112,668$66,747,067-$5,365,601-7.44%
Logan Stone Capital, Llc15.11%277,163$71,483,109$66,164,351-$5,318,758-7.44%
Quantum Capital Management, Llc / Nj8.86%273,833$70,624,460$65,369,414-$5,255,046-7.44%
Marshall Wace, Llp0.06%257,959$66,530,207$61,579,972-$4,950,235-7.44%
Navera Investment Management Ltd.1.78%257,550$66,406,692$61,482,336-$4,924,356-7.42%
Efg International Ag1.21%256,767$66,256,650$61,295,418-$4,961,232-7.49%
Nuveen, Llc0.02%253,102$65,277,536$60,420,509-$4,857,027-7.44%
Investment Management Corp Of Ontario0.82%252,059$65,008,537$60,171,524-$4,837,013-7.44%
Nomura Asset Management International Inc.0.10%251,286$64,809,000$59,986,994-$4,822,006-7.44%
Showing 50 of 653

Frequently asked questions about HEI-A

  • Who are the largest institutional holders of HEI-A?

    The largest institutional holders of HEI-A reported in the latest SEC Form 13F filings include Principal Financial Group Inc, Blackrock, Inc., Fmr Llc, Vanguard Capital Management Llc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported HEI-A position.

  • What is HEI-A institutional ownership?

    This page tracks HEI-A positions reported by institutional investment managers through SEC Form 13F. HEICO CORP-CLASS A (HEI-A) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own HEI-A?

    InsiderSet currently tracks 653 institutional managers reporting HEI-A holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEI-A shareholders.

  • How much HEI-A stock do institutions own?

    Institutional investment managers disclosed approximately $17.46B in HEI-A holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was HEI-A institutional ownership last updated?

    The latest HEI-A institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional HEI-A holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEI-A position after the reporting date.

  • Are institutions buying or selling HEI-A?

    Institutional buying and selling can be analyzed by comparing HEI-A positions across consecutive 13F reporting periods. InsiderSet's HEI-A Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEI-A ownership changes.

  • How has HEI-A institutional ownership changed over time?

    InsiderSet tracks HEI-A institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.