HEICO Ownership | Who Owns HEICO?
HEICO Ownership Summary
HEICO is owned by 9.79% institutional investors, 22.86% insiders, and 67.35% retail investors. Blackrock is the largest institutional shareholder, holding 3.49% of HEI shares. Capital Group Growth Fnd of Amer Comp is the top mutual fund, with 1.15% of its assets in HEICO shares.
HEI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HEICO | 9.79% | 22.86% | 67.35% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Defense Stocks | 54.23% | 11.75% | 34.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.83M | 3.49% | $1.08B |
| Blackrock funding, inc. /de | 4.11M | 2.95% | $1.13B |
| Vanguard group | 3.95M | 2.84% | $1.28B |
| Capital investors | 2.66M | 1.91% | $729.88M |
| Capital world investors | 2.36M | 1.70% | $648.46M |
| State street | 1.74M | 1.25% | $476.71M |
| Fmr | 1.52M | 1.09% | $418.05M |
| Morgan stanley | 1.02M | 0.73% | $280.78M |
| Ubs group | 899.23K | 0.65% | $246.57M |
| Two sigma investments, lp | 801.13K | 0.57% | $219.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital public equity, lp | 33.50K | 5.16% | $7.97M |
| Stone run capital | 35.47K | 4.51% | $11.45M |
| Cutter & co brokerage | 64.46K | 3.74% | $15.32M |
| Telemark asset management | 140.00K | 3.55% | $38.39M |
| River & mercantile asset management llp | 67.58K | 3.12% | $16.07M |
| Eulav asset management | 322.70K | 2.83% | $88.48M |
| Riverbridge partners | 406.23K | 2.73% | $111.39M |
| Carderock capital management | 37.52K | 2.54% | $10.29M |
| One madison group | 75.00K | 2.38% | $20.57M |
| Kp management | 32.75K | 2.19% | $8.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 2.66M | 0.17% | 2.22M |
| Fmr | 1.52M | 0.02% | 1.28M |
| Diamant asset management | 763.65K | 0.56% | 760.69K |
| Vanguard fiduciary trust | 287.83K | 0.02% | 287.83K |
| Two sigma investments, lp | 801.13K | 0.18% | 269.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 2.36M | 0.09% | -2.35M |
| Bain capital public equity management ii | - | - | -464.81K |
| Qube research | 73.81K | 0.02% | -312.76K |
| Invesco | 506.54K | 0.02% | -294.32K |
| Td asset management | 8.18K | 0.00% | -287.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 287.83K | 0.02% | 287.83K | $78.92M |
| Capital research global investors | 200.58K | 0.01% | 200.58K | $54.74M |
| Freestone grove partners lp | 112.20K | 0.22% | 112.20K | $30.77M |
| Ghisallo capital management | 90.00K | 0.68% | 90.00K | $24.68M |
| Axa investment managers | 87.02K | 0.06% | 87.02K | $22.11M |
Sold Out
| Holder | Change |
|---|---|
| Abound wealth management | -1.00 |
| Ameriflex group | -1.00 |
| Activest wealth management | -1.00 |
| Horizon investments | -1.00 |
| Beacon capital management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 429 | -44.29% | 13,646,786 | -65.81% | 9 | 1.19% | 194 | -46.85% | 129 | -45.34% |
| Dec 31, 2025 | 555 | -23.97% | 29,799,648 | -23.56% | 21 | 2.73% | 255 | -23.42% | 168 | -30.58% |
| Sep 30, 2025 | 648 | -8.73% | 37,096,527 | -1.33% | 26 | 3.64% | 292 | -15.36% | 221 | -3.07% |
| Jun 30, 2025 | 716 | 10.32% | 38,703,062 | 1.56% | 27 | 3.70% | 352 | 13.18% | 227 | 9.13% |
| Mar 31, 2025 | 645 | 3.20% | 37,950,574 | -2.72% | 27 | 3.44% | 309 | 5.46% | 208 | 14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Growth Fnd of Amer Comp | 1.60M | 1.15% | -84.28K |
| American Funds Growth Fund of Amer A | 1.60M | 1.15% | -84.28K |
| Capital Group New Perspective Comp | 1.35M | 0.97% | -54.67K |
| American Funds New Perspective A | 1.35M | 0.97% | -54.67K |
| Vanguard Mid Cap Index Institutional | 894.37K | 0.64% | 1.22K |
| Vanguard Total Stock Mkt Idx Inv | 804.85K | 0.58% | 21.29K |
| Capital Group Wash Mutual Invtrs Comp | 770.07K | 0.55% | - |
| American Funds Washington Mutual A | 770.07K | 0.55% | - |
| Vanguard Windsor™ II Inv | 692.98K | 0.50% | -7.45K |
| Vanguard US Total Market Shares ETF | 681.72K | 0.49% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2026 | Rowen Bradley K | Chief Accounting Officer | Sell | $320.40K |
| Apr 15, 2026 | Neitzel Julie | - | Sell | $150.75K |
| Mar 04, 2026 | CHERUVATATH NANDAKUMAR | - | Buy | $999.90K |
| Oct 21, 2025 | Hildebrandt Mark H | - | Buy | $99.50K |
| Oct 10, 2025 | HENRIQUES ADOLFO | - | Buy | $164.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 9 | - |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 5 |
HEI Ownership FAQ
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