HEICO Ownership | Who Owns HEICO?
HEICO Ownership Summary
HEICO is owned by 21.41% institutional investors, 22.86% insiders, and 55.73% 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 | 21.41% | 22.86% | 55.73% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Defense Stocks | 48.36% | 10.81% | 40.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.83M | 3.49% | $1.08B |
| Capital world investors | 4.71M | 3.38% | $1.52B |
| Vanguard group | 3.95M | 2.84% | $1.28B |
| Blackrock funding, inc. /de | 3.93M | 2.82% | $1.27B |
| State street | 1.47M | 1.05% | $473.73M |
| Morgan stanley | 1.06M | 0.76% | $342.49M |
| Ubs group | 899.23K | 0.65% | $246.57M |
| Invesco | 862.50K | 0.62% | $278.43M |
| American century companies | 769.70K | 0.55% | $248.48M |
| Geode capital management | 765.41K | 0.55% | $246.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital public equity, lp | 33.50K | 5.16% | $7.97M |
| Telemark asset management | 140.00K | 4.52% | $45.30M |
| Stone run capital | 35.47K | 4.51% | $11.45M |
| Cutter & co brokerage | 64.46K | 3.74% | $15.32M |
| River & mercantile asset management llp | 67.58K | 3.12% | $16.07M |
| Kp management | 28.75K | 2.94% | $9.28M |
| Eulav asset management | 322.70K | 2.83% | $88.48M |
| One madison group | 80.00K | 2.83% | $25.83M |
| Riverbridge partners | 406.23K | 2.73% | $111.39M |
| Carderock capital management | 37.52K | 2.54% | $10.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diamant asset management | 763.65K | 0.56% | 760.69K |
| Vanguard fiduciary trust | 287.83K | 0.02% | 287.83K |
| American century companies | 769.70K | 0.13% | 241.56K |
| Voya investment management | 416.09K | 0.13% | 219.97K |
| Resona asset management | 171.46K | 0.23% | 158.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 1.32K | 0.00% | -1.04M |
| Bain capital public equity management ii | - | - | -464.81K |
| Capital world investors | 4.71M | 0.21% | -250.71K |
| Los angeles capital management | 31.99K | 0.03% | -248.58K |
| Marshall wace, llp | 204.59K | 0.07% | -242.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 287.83K | 0.02% | 287.83K | $78.92M |
| Rakuten investment management | 100.90K | 0.01% | 100.90K | $2.52M |
| Axa investment managers | 87.02K | 0.06% | 87.02K | $22.11M |
| Vanguard asset management | 78.68K | 0.02% | 78.68K | $21.57M |
| River & mercantile asset management llp | 67.58K | 3.12% | 67.58K | $16.07M |
Sold Out
| Holder | Change |
|---|---|
| Abound wealth management | -1.00 |
| Activest wealth management | -1.00 |
| Beacon capital management | -2.00 |
| Lifesteps financial | -2.00 |
| Optima capital | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 447 | -25.38% | 49,602,901 | 31.91% | 35 | 4.86% | 208 | -19.38% | 125 | -38.12% |
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 | 893.15K | 0.64% | -4.59K |
| Vanguard Total Stock Mkt Idx Inv | 783.56K | 0.56% | 15.12K |
| 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 |
|---|---|---|---|---|
| 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 |
| Oct 10, 2025 | SCHRIESHEIM ALAN | - | Buy | $163.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 9 | - |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 5 |
HEI Ownership FAQ
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