HEICO Ownership | Who Owns HEICO?

Overview Forecast RevenueFinancials Chart Transcripts

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	64.00%	12.69%	23.30%
Industry	Defense Stocks	61.26%	10.62%	28.12%

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
Jan 02, 2024	Schwitter Frank J	-	Sell	$97.93K
Dec 27, 2023	Neitzel Julie	-	Sell	$260.34K
Oct 17, 2023	MENDELSON LAURANS A	COB and CEO	Sell	$3.90M
Oct 18, 2023	MENDELSON LAURANS A	COB and CEO	Sell	$252.83K
Sep 12, 2023	SCHRIESHEIM ALAN	-	Sell	$328.46K

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 61.26%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools