HEICO Ownership | Who Owns HEICO?


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HEICO Ownership Summary


HEICO is owned by 27.13% institutional investors, 22.95% insiders, and 49.92% retail investors. Blackrock is the largest institutional shareholder, holding 3.49% of HEI shares. American Funds Growth Fund of Amer A is the top mutual fund, with 1.36% of its assets in HEICO shares.

HEI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHEICO27.13%22.95%49.92%
SectorIndustrials Stocks 62.82%10.55%26.63%
IndustryDefense Stocks55.75%11.07%33.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.83M3.49%$1.08B
Capital world investors3.74M2.70%$836.76M
Vanguard group3.71M2.68%$829.95M
Capital investors2.11M1.53%$472.91M
Lazard asset management1.50M1.08%$335.69M
State street1.49M1.08%$334.13M
Riverbridge partners1.00M0.72%$223.81M
Agf management949.95K0.69%$212.42M
American century companies873.60K0.63%$195.35M
Morgan stanley799.68K0.58%$178.82M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Stone run capital42.69K3.81%$9.55M
Cutter & co brokerage60.84K3.30%$13.60M
Riverbridge partners1.00M3.04%$223.81M
Alpine peaks capital, lp20.43K2.81%$4.57M
Telemark asset management140.00K2.72%$31.31M
Vantage investment partners120.71K2.45%$26.99M
Eulav asset management382.99K2.31%$85.64M
Mar vista investment partners199.05K2.19%$44.51M
Carderock capital management36.29K2.12%$8.12M
Minichmacgregor wealth management34.51K1.88%$7.72M

Top Buyers

HolderShares% AssetsChange
Capital world investors3.74M0.14%516.96K
Agf management949.95K1.18%362.63K
Ubs asset management americas509.71K0.03%333.86K
American century companies873.60K0.12%177.51K
Nzs capital136.86K1.26%136.86K

Top Sellers

HolderShares% AssetsChange
Baird financial group307.35K0.14%-240.87K
Lazard asset management1.50M0.42%-171.84K
Zeno equity partners llp---161.57K
Ameriprise financial83.83K0.01%-149.17K
Ensign peak advisors7.72K0.00%-146.13K

New Positions

HolderShares% AssetsChangeValue
Nzs capital136.86K1.26%136.86K$30.60M
Lord, abbett124.60K0.09%124.60K$27.86M
Vantage investment partners120.71K2.45%120.71K$26.99M
Norges bank65.78K0.00%65.78K$14.71M
Barclays34.00K0.00%34.00K$7.60M

Sold Out

HolderChange
Rakuten securities-1.00
Abound wealth management-1.00
Lifesteps financial-2.00
Householder group estate & retirement specialist-3.00
Crewe advisors-4.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20245957.01%37,582,876-3.35%273.44%255-6.93%20312.15%
Jun 30, 20245484.18%38,846,7421.66%283.68%27012.97%1795.29%
Mar 31, 20245263.75%38,211,4171.67%273.74%2392.58%1706.92%
Dec 31, 20235077.42%37,583,280-0.67%273.62%23320.10%159-5.92%
Sep 30, 2023472-2.07%37,835,050-1.05%273.52%1947.78%169-7.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds Growth Fund of Amer A1.89M1.36%-
Capital Group Growth Fnd of Amer Comp1.89M1.36%-
Capital Group New Perspective Comp1.63M1.18%150.00K
American Funds New Perspective A1.63M1.18%150.00K
BlackRock Mid-Cap Growth Equity Instl1.15M0.83%-93.11K
Vanguard Mid Cap Index Institutional872.69K0.63%2.00K
Vanguard Windsor™ II Inv815.73K0.59%-169.42K
Capital Group Wash Mutual Invtrs Comp771.61K0.56%-
American Funds Washington Mutual A771.61K0.56%-
Vanguard Institutional Extnd Mkt Idx Tr746.89K0.54%-7.31K

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2024 Q1-1
2023 Q4-3
2023 Q3-1
2023 Q2112
2023 Q1105

HEI Ownership FAQ


Who Owns HEICO?

HEICO shareholders are primarily institutional investors at 27.13%, followed by 22.95% insiders and 49.92% retail investors. The average institutional ownership in HEICO's industry, Defense Stocks, is 55.75%, which HEICO falls below.

Who owns the most shares of HEICO?

HEICO’s largest shareholders are Blackrock (4.83M shares, 3.49%), Capital world investors (3.74M shares, 2.70%), and Vanguard group (3.71M shares, 2.68%). Together, they hold 8.87% 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?

Stone run capital is HEICO’s biggest shareholder by percentage of total assets invested, with 3.81% of its assets in 42.69K HEICO shares, valued at 9.55M$.

Who is the top mutual fund holder of HEICO shares?

American Funds Growth Fund of Amer A is the top mutual fund holder of HEICO shares, with 1.36% of its total shares outstanding invested in 1.89M HEICO shares.

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