HEICO Ownership | Who Owns HEICO?

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HEICO Ownership Summary

HEICO is owned by 35.83% institutional investors, 23.26% insiders, and 40.91% retail investors. Wealthfront advisers is the largest institutional shareholder, holding 16.06% 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	35.83%	23.26%	40.91%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Defense Stocks	43.44%	10.98%	45.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wealthfront advisers	22.23M	16.06%	$574.31M
Capital world investors	4.90M	3.54%	$1.16B
Blackrock	4.83M	3.49%	$1.08B
Blackrock funding, inc. /de	4.40M	3.18%	$1.05B
Vanguard group	3.72M	2.68%	$883.65M
State street	1.49M	1.08%	$354.55M
Lazard asset management	1.08M	0.78%	$257.51M
Agf management	937.68K	0.68%	$222.93M
Riverbridge partners	866.92K	0.63%	$206.10M
Ubs group	846.62K	0.61%	$201.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bain capital public equity, lp	33.50K	5.16%	$7.97M
Bain capital public equity management ii	464.81K	5.00%	$110.50M
Cutter & co brokerage	64.46K	3.74%	$15.32M
Stone run capital	38.48K	3.59%	$9.15M
Vantage investment partners	160.37K	3.32%	$38.13M
Telemark asset management	140.00K	3.32%	$33.28M
River & mercantile asset management llp	67.58K	3.12%	$16.07M
Riverbridge partners	866.92K	2.81%	$206.10M
Eulav asset management	453.69K	2.60%	$107.86M
Carderock capital management	36.57K	2.18%	$8.69M

Top Buyers

Holder	Shares	% Assets	Change
Wealthfront advisers	22.23M	1.73%	22.23M
Capital world investors	4.90M	0.18%	960.96K
Ubs group	846.62K	0.04%	626.69K
Bain capital public equity management ii	464.81K	5.00%	464.81K
Bnp paribas arbitrage, snc	174.15K	0.02%	142.82K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	350.52K	0.02%	-1.11M
American century companies	280.78K	0.04%	-354.92K
Lazard asset management	1.08M	0.38%	-179.95K
Zeno equity partners llp	-	-	-161.57K
Blackrock funding, inc. /de	4.40M	0.02%	-159.90K

New Positions

Holder	Shares	% Assets	Change	Value
Bain capital public equity management ii	464.81K	5.00%	464.81K	$110.50M
Raymond james financial	117.14K	0.01%	117.14K	$27.85M
Arrowstreet capital, limited partnership	75.53K	0.01%	75.53K	$17.96M
River & mercantile asset management llp	67.58K	3.12%	67.58K	$16.07M
Proficio capital partners	60.39K	0.00%	60.39K	$60.39K

Sold Out

Holder	Change
Abound wealth management	-1.00
Lifesteps financial	-2.00
Investors research	-4.00
Crewe advisors	-4.00
Goalvest advisory	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	526	3.75%	38,211,417	1.67%	27	3.74%	239	2.58%	170	6.92%
Dec 31, 2023	507	7.42%	37,583,280	-0.67%	27	3.62%	233	20.10%	159	-5.92%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Capital Group Growth Fnd of Amer Comp	1.78M	1.28%	-104.66K
American Funds Growth Fund of Amer A	1.78M	1.28%	-104.66K
American Funds New Perspective A	1.63M	1.18%	-
Capital Group New Perspective Comp	1.63M	1.18%	-
BlackRock Mid-Cap Growth Equity Instl	981.24K	0.71%	-38.26K
Vanguard Mid Cap Index Institutional	888.07K	0.64%	3.56K
Vanguard Institutional Extnd Mkt Idx Tr	787.21K	0.57%	7.10K
Capital Group Wash Mutual Invtrs Comp	771.61K	0.56%	-
American Funds Washington Mutual A	771.61K	0.56%	-
Vanguard Windsor™ II Inv	734.85K	0.53%	-80.89K

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 35.83%, followed by 23.26% insiders and 40.91% retail investors. The average institutional ownership in HEICO's industry, Defense Stocks, is 43.44%, which HEICO falls below.

Who owns the most shares of HEICO?

HEICO’s largest shareholders are Wealthfront advisers (22.23M shares, 16.06%), Capital world investors (4.9M shares, 3.54%), and Blackrock (4.83M shares, 3.49%). Together, they hold 23.08% 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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