HEICO Corporation — Institutional Ownership
Which tracked institutions hold HEI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
48
Funds holding
$9947986381
Total value held
Buying
28 added/new · 18 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2957098480 | 9969614 | -313860 | -3.05% |
| 2 | Principal Financial Group Inc | $1987933875 | 7707811 | -1159446 | -13.08% |
| 3 | State Street Corp | $1076446704 | 3534745 | -7880 | -0.22% |
| 4 | Morgan Stanley | $613301676 | 1926041 | +222676 | +13.07% |
| 5 | Ubs Group Ag | $534363387 | 1549841 | +1549841 | NEW BUY |
| 6 | Bank Of America Corp /De/ | $436357555 | 1533713 | -79890 | -4.95% |
| 7 | Jpmorgan Chase & Co | $391937190 | 1505691 | +265786 | +21.44% |
| 8 | Goldman Sachs Group Inc | $248901147 | 828398 | +203391 | +32.54% |
| 9 | Northern Trust Corp | $218936023 | 747880 | -13405 | -1.76% |
| 10 | Federated Hermes, Inc. | $200966170 | 564364 | +564364 | NEW BUY |
| 11 | Invesco Ltd. | $193756046 | 566552 | +566552 | NEW BUY |
| 12 | Raymond James Financial Inc | $177663050 | 642551 | -3599 | -0.56% |
| 13 | Wells Fargo & Company/Mn | $109629178 | 403073 | -29338 | -6.78% |
| 14 | Bank Of New York Mellon Corp | $106245845 | 353765 | -12753 | -3.48% |
| 15 | Royal Bank Of Canada | $100053000 | 335682 | -11780 | -3.39% |
| 16 | Markel Group Inc. | $97913984 | 379644 | +379644 | NEW BUY |
| 17 | Stifel Financial Corp | $88436116 | 313886 | +313886 | NEW BUY |
| 18 | Sei Investments Co | $63039958 | 224067 | +595 | +0.27% |
| 19 | Citigroup Inc | $53162990 | 161075 | +27141 | +20.26% |
| 20 | Barclays Plc | $39671721 | 139348 | -132812 | -48.80% |
| 21 | Ameriprise Financial Inc | $38533727 | 144004 | +144004 | NEW BUY |
| 22 | Janus Henderson Group Plc | $35758003 | 168080 | +168080 | NEW BUY |
| 23 | Franklin Resources Inc | $31276017 | 112096 | -8602 | -7.13% |
| 24 | Bank Of Nova Scotia | $25171606 | 89811 | +22169 | +32.77% |
| 25 | Fifth Third Bancorp | $16656591 | 59265 | -4574 | -7.16% |
| 26 | Kinsale Capital Group, Inc. | $13297066 | 51557 | +51557 | NEW BUY |
| 27 | Banco Santander, S.A. | $12198369 | 47297 | +47297 | NEW BUY |
| 28 | Truist Financial Corp | $11537578 | 38332 | +912 | +2.44% |
| 29 | Us Bancorp \De\ | $10130482 | 34432 | -2119 | -5.80% |
| 30 | Pnc Financial Services Group, Inc. | $9051045 | 32086 | +5392 | +20.20% |
| 31 | Regions Financial Corp | $8641591 | 25345 | -937 | -3.57% |
| 32 | Atlantic Union Bankshares Corp | $7098867 | 19930 | — | Held |
| 33 | Allstate Corp | $6449148 | 21428 | +13065 | +156.22% |
| 34 | M&T Bank Corp | $6443218 | 21152 | -1960 | -8.48% |
| 35 | Toronto Dominion Bank | $5879307 | 19449 | -358 | -1.81% |
| 36 | Ing Groep Nv | $5589683 | 21673 | +21673 | NEW BUY |
| 37 | Bank Of Montreal /Can/ | $3201057 | 11569 | -1882 | -13.99% |
| 38 | Jefferies Financial Group Inc. | $1296175 | 3639 | +3639 | NEW BUY |
| 39 | Prudential Financial Inc | $949701 | 3318 | -38 | -1.13% |
| 40 | Westwood Holdings Group Inc | $694809 | 2694 | +162 | +6.40% |
| 41 | Pinnacle Financial Partners, Inc. | $685676 | 1925 | — | Held |
| 42 | Nicolet Bankshares Inc | $641342 | 2442 | +920 | +60.45% |
| 43 | Old National Bancorp /In/ | $491766 | 1664 | +612 | +58.17% |
| 44 | Southstate Bank Corp | $202427 | 573 | +573 | NEW BUY |
| 45 | Cullen/Frost Bankers, Inc. | $112912 | 317 | +317 | NEW BUY |
| 46 | First Horizon Corp | $100892 | 387 | +387 | NEW BUY |
| 47 | Zions Bancorporation, National Association /Ut/ | $81466 | 269 | +269 | NEW BUY |
| 48 | Amalgamated Financial Corp. | $1765 | 12933 | +12933 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.