Ticker · CUSIP 422806109

HEI

HEICO CORP NEW

Industrials·Aerospace & Defense

···Share

Holders (tracked)

Combined shares

1,986,192

Combined value

$642.71M

Last close

$291.57

Quarter

2025Q4

Price is -9.9% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$291.57+47.01 (+19.22%)H $358.04 · L $237.09 · Avg Vol 468K

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

27 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−62,985 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−27,095 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−19,271 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+4,100 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+29,133 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+900 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−440 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+156,603 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+9,618 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+78,960 shares · 2025Q4
Position
Cathie Wood (ARK Invest) added2026-02-11
+2,433 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+30,539 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+35,288 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−68,136 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+4,712 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−11,398 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+3,166 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+17,591 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+18,154 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+15,200 shares · 2025Q3
Position
Renaissance Technologies opened position2025-11-13
+29,764 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−3,549 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+10,782 shares · 2025Q3
Position
Cathie Wood (ARK Invest) added2025-11-12
+1,612 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−800 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−45,749 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−48,028 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for HEI →

Follow-the-investor returns

If you'd copied each holder of HEI…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2016Q1	$66.57	+338.0%	$35.7M
Ron Baron (Baron Capital / BAMCO)	2018Q2	$133.24	+118.8%	$51.8M
Steve Cohen (Point72)	2017Q2	$145.97	+99.8%	$554K
Steve Cohen (Point72)	2017Q2	$145.97	+99.8%	$554K
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$158.88	+83.5%	$95.2M
Cathie Wood (ARK Invest)	2021Q1	$179.80	+62.2%	$5.5M
T. Rowe Price	2016Q1	$231.80	+25.8%	$98.3M
Ray Dalio (Bridgewater Associates)	2021Q3	$243.44	+19.8%	$5.9M
Two Sigma Investments	2016Q1	$244.20	+19.4%	$155.0M
AQR Capital Management	2016Q2	$273.08	+6.8%	$4.1M
Renaissance Technologies	2016Q1	$282.80	+3.1%	$31.7M
Norges Bank (Norway SWF)	2016Q1	$306.46	-4.9%	$8.9M
Ken Griffin (Citadel Advisors)	2016Q1	$320.62	-9.1%	$3.0M
Ken Griffin (Citadel Advisors)	2016Q1	$320.62	-9.1%	$3.0M
Ken Griffin (Citadel Advisors)	2016Q1	$320.62	-9.1%	$3.0M
D.E. Shaw & Co.	2016Q1	$323.70	-9.9%	$59.8M
Paul Tudor Jones (Tudor Investment)	2016Q1	$326.73	-10.8%	$262K
Izzy Englander (Millennium Mgmt)	2016Q2	$326.84	-10.8%	$13.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+30,539
$9.9M
Steve Cohen (Point72)
+4,100
$1.3M
Paul Tudor Jones (Tudor Investment)
+900
$291K

Added to6

D.E. Shaw & Co.
+156,603
$50.7M
Renaissance Technologies
+78,960
$25.6M
Ken Fisher (Fisher Asset Mgmt)
+35,288
$11.4M
Ray Dalio (Bridgewater Associates)
+9,618
$3.1M
Cathie Wood (ARK Invest)
+2,433
$787K
T. Rowe Price
+29,133
$9K

Trimmed4

Ken Griffin (Citadel Advisors)
−62,985
$20.4M
Two Sigma Investments
−27,095
$8.8M
Izzy Englander (Millennium Mgmt)
−19,271
$6.2M
AQR Capital Management
−440
$142K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	17	7,599,046	$67.82B	—
2022Q2	17	7,474,259	$5.60B	—
2022Q3	18	7,258,023	$1.05B	+1
2022Q4	17	7,579,484	$1.16B	-1
2023Q1	18	7,089,187	$1.21B	+1
2023Q2	18	6,958,870	$1.23B	—
2023Q3	16	6,279,261	$1.02B	-2
2023Q4	15	6,770,510	$1.21B	-1
2024Q1	14	6,359,600	$1.21B	-1
2024Q2	15	6,506,919	$1.46B	+1
2024Q3	18	1,389,278	$363.2M	+3
2024Q4	18	1,677,329	$398.8M	—
2025Q1	17	1,743,293	$465.8M	-1
2025Q2	16	1,771,023	$580.9M	-1
2025Q3	14	1,783,409	$575.7M	-2
2025Q4	18	1,986,192	$642.7M	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-01-13	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-01-13	Rob Bresnahan	Sell	$1K – $15K	PDF ↗

Who owns HEI

18 super-investors · 2025Q4

Tracked stake

1.99M

Combined value

$643M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added6Trim6Held2

#	Manager	Shares	Value	% of book	Last action
1	Two Sigma Investments	531.6K	$172M	0.2%	Trim−27.1K
2	T. Rowe Price	337.1K	$109M	0.0%	Added+29.1K
3	Ken Fisher Fisher Asset Mgmt	326.4K	$106M	0.0%	Added+35.3K
4	D.E. Shaw & Co.	205.1K	$66M	0.0%	Added+156.6K
5	Ron Baron Baron Capital / BAMCO	177.6K	$57M	0.2%	Held
6	Mario Gabelli GAMCO	122.6K	$40M	0.4%	Held
7	Renaissance Technologies	108.7K	$35M	0.1%	Added+79.0K
8	Izzy Englander Millennium Mgmt	45.5K	$15M	0.0%	Trim−19.3K
9	Norges Bank Norway SWF	30.5K	$10M	0.0%	New+30.5K
10	Ken Griffin Citadel Advisors	25.5K	$8M	0.0%	Trim−63.0K
11	Ray Dalio Bridgewater Associates	20.4K	$7M	0.0%	Added+9.6K
12	Cathie Wood ARK Invest	18.8K	$6M	0.0%	Added+2.4K
13	AQR Capital Management	13.9K	$4M	0.0%	Trim−440
14	Ken Griffin Citadel Advisors	10.5K	$3M	0.0%	Trim−63.0K
15	Ken Griffin Citadel Advisors	7.0K	$2M	0.0%	Trim−63.0K
16	Steve Cohen Point72	2.2K	$712K	0.0%	New+4.1K
17	Steve Cohen Point72	1.9K	$615K	0.0%	New+4.1K
18	Paul Tudor Jones Tudor Investment	900	$291K	0.0%	New+900

Recent moves

20 transactions

ADDD.E. Shaw & Co.
+156,603 · 2025Q4
TRIMAQR Capital Management
−440 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+900 · 2025Q4
TRIMTwo Sigma Investments
−27,095 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−62,985 · 2025Q4
NEWSteve Cohen (Point72)
+4,100 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−19,271 · 2025Q4
ADDT. Rowe Price
+29,133 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+9,618 · 2025Q4
ADDRenaissance Technologies
+78,960 · 2025Q4
ADDCathie Wood (ARK Invest)
+2,433 · 2025Q4
NEWNorges Bank (Norway SWF)
+30,539 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+35,288 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−68,136 · 2025Q3
ADDTwo Sigma Investments
+3,166 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−11,398 · 2025Q3
ADDD.E. Shaw & Co.
+17,591 · 2025Q3
ADDT. Rowe Price
+18,154 · 2025Q3
ADDRon Baron (Baron Capital / BAMCO)
+15,200 · 2025Q3
ADDAQR Capital Management
+4,712 · 2025Q3

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