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 1.21% 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 | 47.69% | 12.55% | 39.76% |
| Industry | Defense Stocks | 48.86% | 10.87% | 40.27% |
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 |
| Northwestern mutual wealth management | 1.10M | 0.79% | $35.00M |
| Morgan stanley | 1.06M | 0.76% | $342.49M |
| Ubs group | 894.70K | 0.64% | $289.52M |
| Invesco | 862.50K | 0.62% | $278.43M |
| American century companies | 769.70K | 0.55% | $248.48M |
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 |
| Riverbridge partners | 589.52K | 3.58% | $190.76M |
| River & mercantile asset management llp | 67.58K | 3.12% | $16.07M |
| Kp management | 28.75K | 2.94% | $9.28M |
| Carderock capital management | 37.31K | 2.93% | $12.07M |
| Eulav asset management | 333.70K | 2.88% | $107.98M |
| One madison group | 80.00K | 2.83% | $25.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern mutual wealth management | 1.10M | 0.02% | 1.09M |
| Ubs group | 894.70K | 0.05% | 334.49K |
| American century companies | 769.70K | 0.13% | 241.56K |
| Voya investment management | 416.09K | 0.13% | 219.97K |
| Blackrock funding, inc. /de | 3.93M | 0.02% | 114.92K |
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 |
| Marshall wace, llp | 204.59K | 0.07% | -242.78K |
| 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 |
| Norges bank | 30.54K | 0.00% | 30.54K | $9.88M |
| 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 |
| Retirement wealth solutions | -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 | 1.69M | 1.21% | - |
| American Funds Growth Fund of Amer A | 1.69M | 1.21% | - |
| Capital Group New Perspective Comp | 1.41M | 1.01% | -224.60K |
| American Funds New Perspective A | 1.41M | 1.01% | -224.60K |
| Vanguard Mid Cap Index Institutional | 894.19K | 0.64% | -5.30K |
| 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 | 725.62K | 0.52% | 9.85K |
| Vanguard Windsor™ II Inv | 692.98K | 0.50% | -7.45K |
| BlackRock Mid-Cap Growth Equity Instl | 692.34K | 0.50% | -1.28M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Oct 10, 2025 | MENDELSON ERIC A | Co-COB and Co-CEO | Buy | $164.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | 9 | - |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | - |
HEI Ownership FAQ
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