⌘K

HEI Institutional Ownership & 13F Holders | SmartMoneyDB

HEIHEICO CORP NEW

COM · CUSIP 422806109

Smart Money Ownership

Of the 15 tracked institutions holding HEI, 9 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +4.7pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$47.6M · 0.1% of book

$12.0M · 0.1% of book

+5.4pt

HEI (HEICO CORP NEW) Institutional Ownership Summary

Among the 15 tracked institutional investors we monitor, HEI (HEICO CORP NEW) is held with a combined value of $3.66B across 12,649,690 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.28B (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$3.66B

Total Shares Held

12,649,690

Institutional Holders

Days to Cover

6.7-2.3%

2.92M shares short · FINRA 2026-07-15

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+534% shares~$352.1M Capital Research Global InvestorsNew position~$54.7M BlackRock, Inc.+5% shares~$50.6M STATE STREET CORP+12% shares~$50.3M MILLENNIUM MANAGEMENT LLC+222% shares~$27.8M

13F Institutional Holders

Sort

PRICE T ROWE ASSOCIATES INC /MD/

0.01% of book+2.7%

$94.88M

Fisher Asset Management, LLC

0.03% of book+2.5%

$91.72M

Capital Research Global Investors

0.01% of bookNew

$54.74M

RENAISSANCE TECHNOLOGIES LLC

0.07% of book+59.6%

$47.57M

MILLENNIUM MANAGEMENT LLC

0.02% of book+222.3%

$40.23M

ARK Investment Management LLC

0.09% of book+133.0%

$11.99M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.28B	3,951,254	0.02%	-2.1%
2	BlackRock, Inc.	$1.13B	4,113,643	0.02%	+4.7%
3	STATE STREET CORP	$476.71M	1,738,536	0.02%	+11.8%
4	FMR LLC	$418.05M	1,524,632	0.02%	+533.8%
5	PRICE T ROWE ASSOCIATES INC /MD/	$94.88M	346,010	0.01%	+2.7%
6	Fisher Asset Management, LLC	$91.72M	334,502	0.03%	+2.5%
7	Capital Research Global Investors	$54.74M	200,579	0.01%	New
8	RENAISSANCE TECHNOLOGIES LLC	$47.57M	173,484	0.07%	+59.6%
9	MILLENNIUM MANAGEMENT LLC	$40.23M	146,730	0.02%	+222.3%
10	ARK Investment Management LLC	$11.99M	43,741	0.09%	+133.0%

Congress Trading

3 members · 3 disclosed trades in HEI

Member	Type	Amount	Date
Rob Bresnahan	Sell	$1,001 - $15,000	Jan 13, 2025
Jonathan Jackson	Sell	$15,001 - $50,000	Dec 20, 2023
Thomas R Tillis	Sell	$1,001 - $15,000	Feb 13, 2015

Frequently Asked Questions

Which institutional investors own the most HEI stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HEI with a position worth $1.28B, representing 0.02% of their portfolio. In total, 15 institutional investors hold HEI with a combined value of $3.66B.

Are hedge funds buying or selling HEI?

In the most recent quarter, 2 funds opened a new position in HEI. Additionally, 9 increased their holdings and 4 reduced their positions.

What percentage of HEI is owned by institutional investors?

Institutional investors hold $3.66B worth of HEI stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $1.28B in holdings.

What is a 13F filing and why does it matter for HEI?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HEI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track HEI institutional moves

Get notified when hedge funds change their HEI positions.