HEICO CORP (HEI) Institutional Ownership Changes & 13F Activity

HEICO CORP (HEI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Liontrust Investment Partners Llp, State Street Corp, Corient Private Wealth Llc, and Allianz Asset Management Gmbh.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-14,447-7.3%183,466$65.34MQ2 2026Oct 27, 2026
Vantage Investment Partners, LlcSell-407-1.3%30,144$10.74MQ2 2026Oct 20, 2026
Envestnet Asset Management IncSell-6,070-3.6%160,343$57.11MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+104+3.3%3,225$1.15MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-4-0.4%1,005$357.97KQ2 2026Sep 23, 2026
State Street CorpSell-61,688-3.5%1,676,848$597.28MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcBuy+9+1.0%881$313.80KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+25,407+510.3%30,386$10.82MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,131+109.1%2,168$772.22KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-21-1.8%1,150$409.67KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+144,736+1544.7%154,106$54.89MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-35,158-68.2%16,391$5.84MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-27-24.1%85$30.28KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+9+25.0%45$16.03KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-35,738-21.5%130,644$46.53MQ2 2026Aug 27, 2026
Optimize Financial IncSell-4-0.3%1,153$410.69KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-10,450-12.3%74,241$26.44MQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupSell-49-4.2%1,122$399.64KQ2 2026Aug 20, 2026
Harvest Fund Management Co., LtdSell-2-0.9%225$80.00KQ2 2026Aug 20, 2026
Archer Investment CorpBuy+936—936$333.39KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-726-12.0%5,326$1.90MQ2 2026Aug 19, 2026
Liontrust Investment Partners LlpBuy+83,537—83,537$29.74MQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+8,738—8,738$3.06MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+2,334+184.7%3,598$1.28MQ2 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtBuy+40—40$14.24KQ2 2026Aug 18, 2026
Public Employees Retirement System Of OhioBuy+17,775+142.6%30,237$10.77MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-5,287-25.1%15,751$5.61MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+1,560—1,560$555.66KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+1,431+64.8%3,639$1.30MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+1,348—1,348$480.14KQ2 2026Aug 17, 2026
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Frequently asked questions about HEI activity

  • Which institutional owners are buying HEI?

    Institutional owners buying HEI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEI activity?

    "Buy" means an investor increased their reported position in HEI compared to the prior reporting period. This reflects growing exposure to HEICO CORP (HEI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEI increasing?

    Institutional interest in HEI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.