87/100BWho owns HEICO?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 50.3% of HEICO's shares, through 679 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were Principal Financial Group Inc (5.5%), BlackRock, Inc. (4.3%), FMR LLC (3.4%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 50.3%
- Institutional holders
- 679
- The 10 largest hold
- 24.9%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 88.6%
- Holdings as of
- 30 Jun 2026
Who owns the shares
Shares free to trade
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 7,707,811 | 5.52% | 1.99B USD | -1,159,446 |
| 2 | BlackRock, Inc. | 6,043,735 | 4.33% | 1.56B USD | -126,096 |
| 3 | FMR LLC | 4,794,908 | 3.44% | 1.24B USD | -543,227 |
| 4 | Vanguard Capital Management LLC | 4,103,094 | 2.94% | 1.06B USD | +10,774 |
| 5 | Vanguard Portfolio Management LLC | 3,959,217 | 2.84% | 1.02B USD | +27,329 |
| 6 | State Of Wisconsin Investment Board | 2,118,107 | 1.52% | 546.28M USD | +683,478 |
| 7 | State Street Corp | 1,857,897 | 1.33% | 479.17M USD | +53,808 |
| 8 | Geode Capital Management, LLC | 1,426,925 | 1.02% | 366.95M USD | -10,307 |
| 9 | JPMorgan Chase & Co | 1,414,319 | 1.01% | 359.92M USD | +256,093 |
| 10 | Norges Bank | 1,376,894 | 0.99% | 355.11M USD | New position |
| 11 | Local Pensions Partnership Investment Ltd | 1,242,970 | 0.89% | 320.44M USD | -171,840 |
| 12 | Bank Of America Corp | 1,118,595 | 0.80% | 288.50M USD | -125,524 |
| 13 | Fred Alger Management, LLC | 1,053,756 | 0.76% | 271.77M USD | +92,391 |
| 14 | Maren Capital LLC | 845,691 | 0.61% | 218.11M USD | +87,978 |
| 15 | Port Capital LLC | 804,484 | 0.58% | 207.48M USD | -21,602 |
| 16 | Aristeia Capital, L.l.c. | 783,595 | 0.56% | 202.10M USD | +203,208 |
| 17 | Millennium Management LLC | 782,006 | 0.56% | 201.69M USD | +26,424 |
| 18 | Kayne Anderson Rudnick Investment Management LLC | 764,540 | 0.55% | 197.18M USD | -48,662 |
| 19 | Arrowstreet Capital, Limited Partnership | 753,152 | 0.54% | 194.25M USD | -4,978 |
| 20 | Morgan Stanley | 740,096 | 0.53% | 190.88M USD | +60,743 |
| 21 | Giverny Capital Inc. | 735,248 | 0.53% | 189.63M USD | -3,234 |
| 22 | Df Dent & Co Inc | 699,176 | 0.50% | 180.32M USD | -77,842 |
| 23 | Gobi Capital LLC | 615,183 | 0.44% | 158.66M USD | +3,700 |
| 24 | Bamco Inc | 562,662 | 0.40% | 145.12M USD | +143,255 |
| 25 | Raymond James Financial Inc | 521,035 | 0.37% | 134.38M USD | -3,698 |
Famous investors who own HEICO
| Investor | Of their portfolio | Shares | Value | Last quarter |
|---|---|---|---|---|
| Renaissance TechnologiesQ3 2026 | 0.05% | 145,687 | 33.26M USD | +136.6%Added |
| Norway's Sovereign Wealth FundQ2 2026 | 0.04% | 1,376,894 | 355.11M USD | +0.6%Added |
| Ken GriffinCitadel · Q2 2026 | <0.01% | 115,484 | 29.78M USD | +525.9%Added |
| Ray DalioBridgewater Associates · Q2 2026 | — | — | — | Sold out |
From each fund's newest 13F filing with the SEC; a fund's quarter can be newer or older than another's.All famous investors' portfolios
Congress trades in HEICO
Over the last 12 months, 0 members bought it (0 trades) and 0 sold it (0 trades).
| Member | Trade | Owner | Amount | Traded | Disclosed | Since the trade | Report |
|---|---|---|---|---|---|---|---|
| DVal T. HoyleRepresentative for Oregon's 4th district | Sold all | Spouse | $1,001 - $15,000 | 23 Sept 2025 | 10 Oct 202517 days later | +0.3% | |
| RJefferson ShreveRepresentative for Indiana's 6th district | Sold part | — | $15,001 - $50,000 | 17 Apr 2025 | 9 May 202522 days later | +29.1% | |
| RJefferson ShreveRepresentative for Indiana's 6th district | Bought | — | $15,001 - $50,000 | 13 Mar 2025 | 14 Apr 202532 days later | +28.0% |
Members of Congress must report a trade over $1,000 within 45 days, its amount as a range. A trade by a spouse or child is theirs to report too. The move since the trade is from the close on the day traded to the price now.All Congress stock trades
All institutions last quarter
- Bought or added
- 472 · 108 new
- Sold or cut
- 278 · 60 sold out
- Net shares bought
- +920.98K · 237.53M USD
- Institutional ownership
- 49.6% → 50.3%
Biggest buyers last quarter
- Norges BankNew position
- State Of Wisconsin Investment Board+683,478
- Xn LPNew position
- Navera Investment Management Ltd.New position
- JPMorgan Chase & Co+256,093
Biggest sellers last quarter
- Principal Financial Group Inc-1,159,446
- FMR LLC-543,227
- UBS Group AG-318,854
- Amundi-194,362
- Local Pensions Partnership Investment Ltd-171,840
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about HEICO's shareholders
Source: Financial Modeling Prep