InvestorLens

HEI — HEICO CORP NEW

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying HEI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Strong distribution · 1 buying vs 3 selling last quarter
22
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their HEI position last quarter, 1 bought and 3 sold (25% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Cathie Wood)
  • +4 tracked investors reported holding HEI at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (1 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About HEICO CORP NEW (HEI)

HEICO CORP NEW (HEI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Warren Buffett (Berkshire Hathaway), valued at $335M. Across recent filings, tracked investors recorded 8 new positions, 13 increased, 14 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in HEI

53
/100
Mixed Activity
Added / Increased21
Reduced14
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track HEI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

HEI Ownership Composition

How HEICO CORP NEW is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
94% of tracked value
Institutions
4
tracked investors
Total Reported
$319M
combined 13F value
Types2
  • Multi-Strategy / Quant94.4%
  • Growth & Innovation5.6%
Multi-Strategy / Quant(3)
94.4%
Growth & Innovation(1)
5.6%

Tracked investors currently reporting HEI

2 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    782K
    Value
    $201.7M
    % Portfolio
    0.07%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    212.9K
    Value
    $75.8M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    91.7K
    Value
    $23.6M
    % Portfolio
    0.03%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    50.1K
    Value
    $17.8M
    % Portfolio
    0.12%

Previously held HEI

These investors reported HEI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Warren BuffettBerkshire Hathaway1.3M$335MJun 30, 2025
Paul Tudor JonesTudor Investment Corp71.3K$23.4MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold HEI?
4 tracked institutional investors disclosed a position in HEI (HEICO CORP NEW) in their most recent 13F filing.
Who is the largest institutional holder of HEI?
Warren Buffett, Berkshire Hathaway, holds the largest disclosed position in HEI, valued at $335M.
Did institutional ownership of HEI increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 13 increased, 14 reduced, and 5 fully exited HEI.
Where does this HEI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.