HEICO Ownership | Who Owns HEICO?

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HEICO Ownership Summary

HEICO is owned by 26.66% institutional investors, 23.01% insiders, and 50.33% 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	26.66%	23.01%	50.33%
Sector	Industrials Stocks	45.69%	12.61%	41.70%
Industry	Defense Stocks	47.82%	10.23%	41.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital world investors	4.96M	3.57%	$1.60B
Blackrock	4.83M	3.49%	$1.08B
Vanguard group	4.03M	2.90%	$1.30B
Blackrock funding, inc. /de	3.81M	2.74%	$1.23B
State street	1.47M	1.05%	$473.73M
Morgan stanley	1.01M	0.73%	$327.12M
Invesco	862.50K	0.62%	$278.43M
Geode capital management	774.19K	0.56%	$249.14M
American century companies	769.70K	0.55%	$248.48M
Nuveen	727.91K	0.52%	$234.98M

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
Telemark asset management	140.00K	4.29%	$45.19M
Cutter & co brokerage	64.46K	3.74%	$15.32M
Riverbridge partners	653.21K	3.56%	$210.87M
Eulav asset management	419.69K	3.15%	$135.49M
River & mercantile asset management llp	67.58K	3.12%	$16.07M
Kp management	28.75K	2.94%	$9.28M
Carderock capital management	36.98K	2.90%	$11.94M
One madison group	80.00K	2.83%	$25.83M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	769.70K	0.13%	241.56K
Morgan stanley	1.01M	0.02%	137.15K
Royal bank of canada	324.73K	0.02%	106.63K
Vanguard group	4.03M	0.02%	104.45K
Rakuten investment management	100.90K	0.01%	100.90K

Top Sellers

Holder	Shares	% Assets	Change
Lazard asset management	1.32K	0.00%	-1.04M
Bain capital public equity management ii	-	-	-464.81K
Marshall wace, llp	204.59K	0.07%	-242.78K
Ubs group	560.20K	0.03%	-173.34K
Zeno equity partners llp	-	-	-161.57K

New Positions

Holder	Shares	% Assets	Change	Value
Rakuten investment management	100.90K	0.01%	100.90K	$2.52M
Axa investment managers	87.02K	0.06%	87.02K	$22.11M
River & mercantile asset management llp	67.58K	3.12%	67.58K	$16.07M
Renaissance	29.76K	0.01%	29.76K	$9.61M
Concentric capital strategies, lp	26.23K	0.38%	26.23K	$8.47M

Sold Out

Holder	Change
Abound wealth management	-1.00
Lifesteps financial	-2.00
Beacon capital management	-2.00
Twin peaks wealth advisors	-2.00
Hhm wealth advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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
Oct 21, 2025	Hildebrandt Mark H	-	Buy	$99.50K
Oct 10, 2025	HENRIQUES ADOLFO	-	Buy	$164.90K
Oct 10, 2025	SCHRIESHEIM ALAN	-	Buy	$163.92K
Oct 10, 2025	MENDELSON ERIC A	Co-COB and Co-CEO	Buy	$164.90K
Oct 10, 2025	Neitzel Julie	-	Buy	$164.90K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	9	-
2025 Q3	-	2
2025 Q2	-	5
2025 Q1	-	-
2024 Q4	10	1

HEI Ownership FAQ

Who Owns HEICO?

HEICO shareholders are primarily institutional investors at 26.66%, followed by 23.01% insiders and 50.33% retail investors. The average institutional ownership in HEICO's industry, Defense Stocks, is 47.82%, 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 Vanguard group (4.03M shares, 2.90%). Together, they hold 9.95% 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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