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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -14,447 | -7.3% | 183,466 | $65.34M | Q2 2026 | Oct 27, 2026 |
| Vantage Investment Partners, Llc | Sell | -407 | -1.3% | 30,144 | $10.74M | Q2 2026 | Oct 20, 2026 |
| Envestnet Asset Management Inc | Sell | -6,070 | -3.6% | 160,343 | $57.11M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +104 | +3.3% | 3,225 | $1.15M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -4 | -0.4% | 1,005 | $357.97K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -61,688 | -3.5% | 1,676,848 | $597.28M | Q2 2026 | Sep 22, 2026 |
| Anchor Investment Management, Llc | Buy | +9 | +1.0% | 881 | $313.80K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +25,407 | +510.3% | 30,386 | $10.82M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,131 | +109.1% | 2,168 | $772.22K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -21 | -1.8% | 1,150 | $409.67K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +144,736 | +1544.7% | 154,106 | $54.89M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -35,158 | -68.2% | 16,391 | $5.84M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -27 | -24.1% | 85 | $30.28K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +9 | +25.0% | 45 | $16.03K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -35,738 | -21.5% | 130,644 | $46.53M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -4 | -0.3% | 1,153 | $410.69K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -10,450 | -12.3% | 74,241 | $26.44M | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | Sell | -49 | -4.2% | 1,122 | $399.64K | Q2 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -2 | -0.9% | 225 | $80.00K | Q2 2026 | Aug 20, 2026 |
| Archer Investment Corp | Buy | +936 | — | 936 | $333.39K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -726 | -12.0% | 5,326 | $1.90M | Q2 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Buy | +83,537 | — | 83,537 | $29.74M | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +8,738 | — | 8,738 | $3.06M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,334 | +184.7% | 3,598 | $1.28M | Q2 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Buy | +40 | — | 40 | $14.24K | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +17,775 | +142.6% | 30,237 | $10.77M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -5,287 | -25.1% | 15,751 | $5.61M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +1,560 | — | 1,560 | $555.66K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +1,431 | +64.8% | 3,639 | $1.30M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +1,348 | — | 1,348 | $480.14K | Q2 2026 | Aug 17, 2026 |
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.
Related HEI Institutional Insights
- HEI Overview
- HEI 13F Institutional Holders
- HEI Superinvestors
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- HEI Insider Trading & SEC Form 4 Activity
- HEI Articles
- Top Institutional Investor Stock Rankings