$HEI

$310.82 +$1.99 (0.64%) Close

$HEI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 139.7M shares outstanding

Who owns HEI?

By type of holder

Institutions 80.9% Insiders 5.0% Everyone else 14.1%

Concentration Top 10 holders own 36.1%

BlackRock, Inc. 7.1% · Principal Financial Group Inc 5.5%

Institutional ownership

80.9%

+2.0 pts vs last qtr

Institutional holders

1,005

+67 vs last qtr

Net shares bought

+2.7M

by institutions in Q2 2026

New / sold out

161 / 94

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +2.9M
Norges Bank NEW +1.4M

Biggest sellers in Q2 2026

Principal Financial Group Inc −1.2M
Diamant Asset Management, Inc. −760.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$477K

2 notices from 2 people

Shares covered

2.0K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Rowen Bradley K Officer $326K
Neitzel Julie Director $151K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+5.7%

+0.62% a year

Each share's claim on the business

−5.4%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years79% 3–5 years4% 1–3 years11% Under 1 year6%

Quarterly turnover

9.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HEI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.0M	7.14%	−313.9K (−3.1%)	≤2021	0.0%
Shares held by quarter Peak holding10.3M (Q1'26) Change over 8 quarters−43.2K Share of the company7.140% BlackRock, Inc.'s full portfolio →
PF Principal Financial Group Inc	7.7M	5.52%	−1.2M (−13.1%)	≤2021	1.0%
Shares held by quarter Peak holding10.7M (Q1'25) Change over 8 quarters−2.9M Share of the company5.520% Principal Financial Group Inc's full portfolio →

BlackRock, Inc.

10.0M

% of company

7.14%

Change vs last qtr

−313.9K (−3.1%)

Held since

≤2021

Principal Financial Group Inc

7.7M

% of company

5.52%

Change vs last qtr

−1.2M (−13.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding HEICO Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HEI on Form N-PORT; together they hold 34.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MF MidCap Fund Principal Funds, Inc	$1.22B	4.7M	3.40%	5.28%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.09B	3.9M	2.80%	0.05%	June 30, 2026

MidCap Fund

Principal Funds, Inc

Position value

$1.22B

% of company

3.40%

% of the fund

5.28%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.09B

% of company

2.80%

% of the fund

0.05%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding HEICO Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ML Mendelson Laurans A Insider	2.9M	2.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.100% Mendelson Laurans A's insider activity →
ME Mendelson Eric A Insider	2.3M	1.66%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.660% Mendelson Eric A's insider activity →

Mendelson Laurans A

Insider

2.9M

% of company

2.10%

Change vs last qtr

—

Held since

—

Mendelson Eric A

Insider

2.3M

% of company

1.66%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of HEICO Corporation.

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