HEICO Corporation
HEICO Corporation (HEI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HEI · as of Sep 30, 2025
Ownership Breakdown
735
Institutional Holders
▲ 9 vs Q2
$12.55B
Total Inst. Value
▼ $296.31M vs Q2
139.32M
Shares Outstanding
freeFloat 88.91%
38.99M
13F Shares Held
▼ 176,618 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HEI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
CAPITAL WORLD INVESTORS aircraft engines & engine parts | 4.96M | 3.57% | 3.57% | $1.60T | Nov 13, 2025 | ▼ 448 |
VANGUARD GROUP INC aircraft engines & engine parts | 4.03M | 2.90% | 2.90% | $1.30T | Nov 7, 2025 | ▲ 104.4K |
BLACKROCK, INC. aircraft engines & engine parts | 3.81M | 2.74% | 2.74% | $1.23T | Nov 12, 2025 | ▼ 116.4K |
STATE STREET CORP aircraft engines & engine parts | 1.47M | 1.05% | 1.05% | $473.73B | Nov 14, 2025 | ▲ 96.9K |
MORGAN STANLEY aircraft engines & engine parts | 1.01M | 72.83% | 72.83% | $327.12B | May 27, 2026 | ▲ 137.2K |
INVESCO LTD. aircraft engines & engine parts | 862.5K | 61.99% | 61.99% | $278.43B | Nov 13, 2025 | ▼ 29.8K |
GEODE CAPITAL MANAGEMENT, LLC aircraft engines & engine parts | 774.2K | 55.64% | 55.64% | $249.14B | Nov 12, 2025 | ▲ 40.0K |
AMERICAN CENTURY COMPANIES INC aircraft engines & engine parts | 769.7K | 55.32% | 55.32% | $248.48B | Nov 12, 2025 | ▲ 241.6K |
NUVEEN, LLC aircraft engines & engine parts | 727.9K | 52.32% | 52.32% | $234.98B | Nov 12, 2025 | ▼ 12.3K |
RIVERBRIDGE PARTNERS LLC aircraft engines & engine parts | 653.2K | 46.95% | 46.95% | $210.87B | Oct 14, 2025 | ▼ 60.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
26
Increased
+1.26M shares0
New Positions
first time holders23
Decreased
−1.25M shares0
Sold Out
fully exitedNet shares change (top 50)
+16.4K
+1.26M / −1.25M
Net new holders
+3
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HEI insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
7
Buy transactions
8
Sell transactions
0.88
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SCHRIESHEIM ALAN director | Jun 1, 2026 | Gift | 140 | — | — | 532 | Form 4 ↗ |
Rowen Bradley K Chief Accounting Officer | May 29, 2026 | Tax Withhold | 874 | $259.81 | $227.1K | 1.3K | Form 4 ↗ |
Rowen Bradley K Chief Accounting Officer | May 29, 2026 | Tax Withhold | 764 | $259.81 | $198.5K | 800 | Form 4 ↗ |
Rowen Bradley K Chief Accounting Officer | May 29, 2026 | Tax Withhold | 316 | $259.81 | $82.1K | 284 | Form 4 ↗ |
MENDELSON VICTOR H Co-COB and Co-CEO | May 27, 2026 | Award | 10,000 | $256.01 | $2.56M | 10.0K | Form 4 ↗ |
MENDELSON ERIC A Co-COB and Co-CEO | May 27, 2026 | Award | 10,000 | $256.01 | $2.56M | 10.0K | Form 4 ↗ |
Rowen Bradley K Chief Accounting Officer | May 27, 2026 | Award | 3,000 | $203.05 | $609.1K | 3.0K | Form 4 ↗ |
Macau Carlos L EVP-CFO & Treasurer | May 27, 2026 | Award | 5,000 | $256.01 | $1.28M | 5.0K | Form 4 ↗ |
Neitzel Julie director | Apr 15, 2026 | Sale | 676 | $223.00 | $150.7K | 0 | Form 4 ↗ |
CHERUVATATH NANDAKUMAR director | Mar 4, 2026 | Purchase | 4,082 | $244.95 | $999.9K | 4.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
HEICO Corporation (HEI) is primarily owned by institutional investors, who hold approximately 28.0% of total shares outstanding. Company insiders own approximately 11.09%, while retail and public investors account for the remaining 60.92%.
The largest institutional shareholder of HEICO Corporation is CAPITAL WORLD INVESTORS, holding approximately 4.96 million shares — equal to 3.57% of outstanding shares — as of September 30, 2025.
A total of 735 institutional investors currently hold HEI stock, with a combined institutional value of approximately $12.55 billion as of the most recent 13F filing period.
Frequently asked questions
HEI ownershipHEICO Corporation (HEI) is primarily owned by institutional investors, who hold approximately 28.0% of shares. The largest shareholder is CAPITAL WORLD INVESTORS with a 3.57% stake. Company insiders hold 11.09%. Data sourced from SEC Form 13F as of September 30, 2025.