HEICO

HEI and HEI.A • NYSE

HEICO is a aerospace & defense company in the industrials sector on NYSE, led by Laurans A. Mendelson, with a market cap of $43.2B. As of Q3 2025, 65% of shares are held by 888 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.14%.

Chairman and Chief Executive OfficerLaurans A. Mendelson

Market Cap$43.2B

Aerospace & Defense

Industrials

Employees9.6K

Websiteheico.com

Country

United States of America

Overview

Overview of institutional ownership in HEI and HEI.A as of Q3 2025 with a market cap of $44.9B

All Institutions

Institutions: 888
Value Held: $29.4B
Shares Held: 105.4M
Avg Position: $23.3M
Median Position: $893.9K

Hedge Funds

Hedge Funds: 86
Value Held: $2.0B
Shares Held: 7.2M
Avg Position: $19.2M
Median Position: $5.3M

Ownership Breakdown

Institutional (non-HF)

60.96%

$27.4B

Hedge Funds

4.45%

$2.0B

Retail & Other

34.6%

$15.5B

Based on market cap of $44.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HEI and HEI.A as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.5B 0.05% of portfolio	9.14% 12.7M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.7B 0.05% of portfolio	6.97% 9.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$2.6B 1.32% of portfolio	7.40% 10.3M shares	Q4 2015 Held for 9y 11m	$197.71B
C Capital World Investors Institution	-	$1.7B 0.23% of portfolio	3.79% 5.3M shares	Q2 2020 Held for 5y 5m	$730.00B
FMR LLC Institution	-	$1.4B 0.07% of portfolio	3.82% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$912.1M 0.03% of portfolio	2.29% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$599.6M 0.04% of portfolio	1.55% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$466.6M 0.03% of portfolio	1.12% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$460.5M 0.03% of portfolio	1.23% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$437.5M 0.03% of portfolio	1.17% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T

Net Capital Flow

Institutional buying and selling activity for HEI and HEI.A in Q3 2025

Traded: +$62.5M
Buyers: 412
Sellers: 372
Total Bought: +$1.2B
Total Sold: −$1.2B
Avg Position: $30.9M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$118.0M +436.3K shares	$3.5B 12.7M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$78.0M +241.6K shares	$248.5M 769.7K shares
MORGAN STANLEY RIA/Wealth	+$71.2M +243.0K shares	$466.6M 1.6M shares
Q Qube Research & Technologies Ltd Institution	+$54.8M +195.3K shares	$116.0M 397.2K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$46.7M +165.4K shares	$170.8M 593.7K shares
STATE STREET CORP Institution	+$43.9M +146.7K shares	$912.1M 3.2M shares
R ROYAL BANK OF CANADA Institution	+$33.9M +104.5K shares	$151.1M 506.9K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$30.5M +109.7K shares	$599.6M 2.2M shares
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	+$29.1M +114.4K shares	$29.1M 114.4K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$28.3M +95.9K shares	$42.4M 142.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
Marshall Wace LLP Institution	−$97.6M −318.5K shares	$78.9M 255.0K shares
JPMORGAN CHASE & CO Institution	−$67.2M −267.5K shares	$460.5M 1.7M shares
C Capital Group Private Client Services, Inc. RIA/Wealth	−$61.0M −209.4K shares	$19.1M 66.2K shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	−$56.9M −224.0K shares	$61.6M 242.5K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$52.5M −182.7K shares	$297.3M 1.0M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$39.3M −119.0K shares	$821.7K 3.2K shares
Oribel Capital Management, LP Hedge Fund•Long/Short	−$36.9M −114.2K shares	$14.2M 43.9K shares
HARDING LOEVNER LP Long Only Manager	−$36.7M −113.6K shares	$106.1M 328.6K shares
A AXA Institution	−$31.7M −96.7K shares	Sold Off 0 shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$31.2M −94.1K shares	$1.0M 4.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HEI and HEI.A in Q3 2025

New Positions: 45
New Value: $24.3M
Exited Positions: 63
Exited Value: $80.8M

New Positions

Institution	Position Value
Union Bankshares Corp Institution	$6.4M 19.9K shares
I IPG Investment Advisors LLC RIA/Wealth	$5.6M 22.1K shares
CONSOLIDATED PLANNING CORP RIA/Wealth	$2.3M 7.2K shares
ARGENT CAPITAL MANAGEMENT LLC Long Only Manager	$1.8M 7.0K shares
Perigon Wealth Management, LLC RIA/Wealth	$1.4M 4.3K shares
F Farringdon Capital, Ltd. Institution	$1.2M 3.6K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$750.2K 2.3K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$639.7K 2.3K shares
C Citizens Business Bank Pension/Endowment	$572.4K 1.8K shares
MBL Wealth, LLC RIA/Wealth	$572.0K 1.8K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$31.7M 96.7K shares
Lansforsakringar Fondforvaltning AB Fund of Funds	$4.2M 12.9K shares
Buckingham Strategic Partners RIA/Wealth	$3.3M 11.0K shares
SG Capital Management LLC Hedge Fund•Event Driven	$3.2M 9.8K shares
Kintayl Capital LP Hedge Fund•Long/Short	$2.8M 11.0K shares
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$2.8M 8.6K shares
H Heritage Trust Co Institution	$2.5M 9.5K shares
MEEDER ASSET MANAGEMENT INC Long Only Manager	$2.2M 6.7K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$2.1M 7.4K shares
I INCEPTIONR LLC Hedge Fund•Quant	$1.8M 5.5K shares

Options Activity

Institutions with the largest Call and Put options positions in HEI and HEI.A as of Q3 2025

Call Positions: 13
Call Value: $58.6M
Put Positions: 14
Put Value: $34.6M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$23.6M 732.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$17.2M 533.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$5.5M 171.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.8M 118.0 contracts
J JANE STREET GROUP, LLC Institution	$3.4M 104.0 contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$1.4M 0.4 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 52.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$871.6K 27.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$677.9K 21.0 contracts
Walleye Trading LLC RIA/Wealth	$419.7K 13.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$18.8M 583.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$6.1M 189.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.6M 142.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.8M 57.0 contracts
J JANE STREET GROUP, LLC Institution	$1.1M 33.0 contracts
C Cubist Systematic Strategies, LLC Institution	$742.5K 23.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$482.8K 19.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$322.8K 10.0 contracts
Hunting Hill Global Capital, LLC Hedge Fund•Multi-Strategy	$258.3K 8.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$254.1K 10.0 contracts

Most Committed Institutions

Institutions with HEI and HEI.A as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Silver Heights Capital Management Inc. Long Only Manager	Lung-Ming Lam President	35.28% $78.7M	0.22% 309.6K shares	Q4 2019 Held for 5y 11m	$223.0M
B Broadcrest Asset Management, LLC Hedge Fund•Value	John Oliver Burden CEO	23.06% $10.2M	0.03% 40.0K shares	Q4 2021 Held for 3y 11m	$44.1M
I Immersion Capital LLP Institution	-	17.62% $17.1M	0.05% 67.4K shares	Q1 2025 Held for 8 months	$97.2M
Lansing Management LP Hedge Fund•Long/Short	Gerrity L. Lansing Partner	14.90% $20.5M	0.06% 80.8K shares	Q3 2024 Held for 1y 2m	$137.8M
Visualize Group LP Hedge Fund•Multi-Strategy	Chukudi Melvin Ike Managing Partner	11.90% $35.5M	0.10% 139.8K shares	Q4 2024 Held for 11 months	$298.6M
Z Zeno Equity Partners LLP Institution	-	9.51% $22.3M	0.06% 87.9K shares	Q2 2024 Held for 1y 5m	$234.7M
P Port Capital LLC Hedge Fund•Value	Brien Michael Obrien CEO	9.24% $217.5M	0.62% 856.2K shares	Q4 2019 Held for 5y 11m	$2.4B
Maren Capital LLC Long Only Manager	Bradley Carl Schatz CEO	8.47% $152.1M	0.43% 598.5K shares	Q4 2023 Held for 1y 11m	$1.8B
Quantum Capital Management, LLC / NJ RIA/Wealth	John J. Hughes President	8.34% $76.1M	0.22% 299.4K shares	Q4 2019 Held for 5y 11m	$912.1M
G GOBI CAPITAL LLC Hedge Fund•Long/Short	Bo Leilei Shan Managing Partner	8.06% $165.8M	0.47% 652.7K shares	Q1 2020 Held for 5y 8m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in HEI and HEI.A

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in HEICO

HEI and HEI.A

Market Value: $61.8M
Shares Held: 340.4K
Portfolio Weight: 1.14%
Owned Since: 2019-Q1

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$306.1M	4.29%
2 Ameren AEE	Regulated Electric Utilities	$103.0M	1.44%
3 Nvidia NVDA	Semiconductors Technology	$79.9M	1.12%