HEICO Ownership | Who Owns HEICO?

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HEICO Ownership Summary

HEICO is owned by 27.84% institutional investors, 22.86% insiders, and 49.30% retail investors. Capital world investors is the largest institutional shareholder, holding 3.57% of HEI shares. Capital Group Growth Fnd of Amer Comp is the top mutual fund, with 1.28% of its assets in HEICO shares.

HEI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HEICO	27.84%	22.86%	49.30%
Sector	Industrials Stocks	64.07%	12.69%	23.24%
Industry	Defense Stocks	62.16%	10.39%	27.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital world investors	4.96M	3.57%	$1.63B
Blackrock	4.83M	3.49%	$1.08B
Blackrock funding, inc. /de	3.93M	2.83%	$1.29B
Vanguard group	3.72M	2.68%	$883.65M
State street	1.49M	1.08%	$354.55M
Agf management	937.68K	0.68%	$222.93M
Ubs group	846.62K	0.61%	$201.27M
Morgan stanley	799.68K	0.58%	$178.82M
Riverbridge partners	713.38K	0.51%	$233.99M
Geode capital management	688.60K	0.50%	$163.37M

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	35.48K	4.65%	$11.64M
Telemark asset management	140.00K	4.17%	$45.92M
Riverbridge partners	713.38K	3.76%	$233.99M
Cutter & co brokerage	64.46K	3.74%	$15.32M
River & mercantile asset management llp	67.58K	3.12%	$16.07M
Carderock capital management	35.91K	3.02%	$11.78M
Amj financial wealth management	35.22K	2.88%	$11.55M
Eulav asset management	453.69K	2.60%	$107.86M
Dixon mitchell investment counsel	201.17K	2.56%	$65.98M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	846.62K	0.04%	626.69K
Los angeles capital management	221.41K	0.27%	221.41K
American century companies	528.14K	0.09%	215.53K
Oribel capital management, lp	158.10K	1.32%	158.10K
Bnp paribas arbitrage, snc	174.15K	0.02%	142.82K

Top Sellers

Holder	Shares	% Assets	Change
Lazard asset management	1.32K	0.00%	-1.04M
Bain capital public equity management ii	-	-	-464.81K
Blackrock funding, inc. /de	3.93M	0.02%	-242.02K
Zeno equity partners llp	-	-	-161.57K
Amundi	51.11K	0.01%	-142.65K

New Positions

Holder	Shares	% Assets	Change	Value
Los angeles capital management	221.41K	0.27%	221.41K	$72.62M
Oribel capital management, lp	158.10K	1.32%	158.10K	$51.86M
River & mercantile asset management llp	67.58K	3.12%	67.58K	$16.07M
Amj financial wealth management	35.22K	2.88%	35.22K	$11.55M
Boothbay fund management	30.61K	0.20%	30.61K	$10.04M

Sold Out

Holder	Change
Abound wealth management	-1.00
Lifesteps financial	-2.00
Hhm wealth advisors	-3.00
Investors research	-4.00
Crewe advisors	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	447	-25.38%	49,602,901	31.91%	35	4.86%	208	-19.38%	125	-38.12%
Sep 30, 2024	595	7.01%	37,582,876	-3.35%	27	3.44%	255	-6.93%	203	12.15%
Jun 30, 2024	548	4.18%	38,846,742	1.66%	28	3.68%	270	12.97%	179	5.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Capital Group Growth Fnd of Amer Comp	1.78M	1.28%	-
American Funds Growth Fund of Amer A	1.78M	1.28%	-
American Funds New Perspective A	1.63M	1.17%	-
Capital Group New Perspective Comp	1.63M	1.17%	-
Vanguard Mid Cap Index Institutional	919.96K	0.66%	9.09K
BlackRock Mid-Cap Growth Equity Instl	772.39K	0.56%	-104.25K
American Funds Washington Mutual A	770.07K	0.55%	-
Capital Group Wash Mutual Invtrs Comp	770.07K	0.55%	-
Vanguard Total Stock Mkt Idx Inv	712.25K	0.51%	-15.40K
Vanguard Windsor™ II Inv	692.98K	0.50%	-7.45K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 15, 2025	MENDELSON LAURANS A	Executive Chairman	Sell	$17.99M
Jul 15, 2025	MENDELSON LAURANS A	Executive Chairman	Sell	$17.99M
Jun 03, 2025	SCHRIESHEIM ALAN	-	Sell	$10.44M
Jun 03, 2025	Schwitter Frank J	-	Sell	$106.48K
Apr 24, 2025	Neitzel Julie	-	Sell	$172.36K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	1
2023 Q4	-	3
2023 Q3	-	1
2023 Q2	11	2
2023 Q1	10	5

HEI Ownership FAQ

Who Owns HEICO?

HEICO shareholders are primarily institutional investors at 27.84%, followed by 22.86% insiders and 49.30% retail investors. The average institutional ownership in HEICO's industry, Defense Stocks, is 62.16%, which HEICO falls below.

Who owns the most shares of HEICO?

HEICO’s largest shareholders are Capital world investors (4.96M shares, 3.57%), Blackrock (4.83M shares, 3.49%), and Blackrock funding, inc. /de (3.93M shares, 2.83%). Together, they hold 9.88% of HEICO’s total shares outstanding.

Does Blackrock own HEICO?

Yes, BlackRock owns 3.49% of HEICO, totaling 4.83M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 1.08B$. In the last quarter, BlackRock decreased its holdings by -96.805K shares, a -1.97% change.

Who is HEICO’s biggest shareholder by percentage of total assets invested?

Bain capital public equity, lp is HEICO’s biggest shareholder by percentage of total assets invested, with 5.16% of its assets in 33.5K HEICO shares, valued at 7.97M$.

Who is the top mutual fund holder of HEICO shares?

Capital Group Growth Fnd of Amer Comp is the top mutual fund holder of HEICO shares, with 1.28% of its total shares outstanding invested in 1.78M HEICO shares.

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