HEINYSEAircraft Engines & Engine PartsFiscal year ends October 31Also trades as HEI.A
HEICO CORP
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026
$308.17−1.70 (-0.55%)
Close on Oct 19, 2026
- Market cap
- $43.53B
- P/E (TTM)
- 51.3
- Dividend yield
- 0.07%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.2%
43M of 55M shares
Institutional holders
773
120 new, 70 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net bought $528.74K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Principal Global Investors | 7,289,366 | 8.60% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 4,943,168 | 5.92% | 13G (passive) amendment | Feb 9, 2024 |
| Vanguard Capital Management | 4,733,510 | 5.61% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 3,201,685 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Capital International Investors | 2,812,919 | 5.10% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 2,812,583 | 5.10% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HEI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,925,879 | 7.11% | $1.40B | −187,764 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 3,201,685 | 5.80% | $1.14M | +2,855,675 | 0.11% |
| Capital International Investors | 2,888,020 | 5.23% | $1.03B | +226,120 | 0.21% |
| Vanguard Portfolio Management LLC | 2,240,691 | 4.06% | $798.11M | +5,474 | 0.04% |
| State Street Corp | 1,676,848 | 3.04% | $597.28M | −61,688 | 0.02% |
| Capital World Investors | 1,669,161 | 3.02% | $594.54M | −695,768 | 0.07% |
| FMR LLC | 1,447,918 | 2.62% | $515.73M | −76,714 | 0.02% |
| Vanguard Capital Management LLC | 1,389,304 | 2.51% | $494.86M | +56,201 | 0.01% |
| UBS Group AG | 1,370,003 | 2.48% | $487.98M | +470,773 | 0.06% |
| Morgan Stanley | 1,185,945 | 2.15% | $422.42M | +161,933 | 0.02% |
| Geode Capital Management, LLC | 777,711 | 1.41% | $276.22M | −12,642 | 0.01% |
| Nuveen, LLC | 719,315 | 1.30% | $256.21M | −32,293 | 0.06% |
| Two Sigma Investments, LP | 602,031 | 1.09% | $214.44M | −199,100 | 0.16% |
| Charles Schwab Investment Management Inc | 601,492 | 1.09% | $214.25M | +40,350 | 0.03% |
| Balyasny Asset Management L.P. | 565,119 | 1.02% | $201.29M | +270,618 | 0.25% |
| Federated Hermes, Inc. | 563,808 | 1.02% | $200.82M | −46,119 | 0.29% |
| UBS Asset Management Americas Inc | 550,942 | 1.00% | $196.24M | −4,836 | 0.04% |
| American Century Companies Inc | 521,990 | 0.94% | $185.93M | −209,660 | 0.08% |
| Invesco Ltd. | 484,703 | 0.88% | $172.65M | −21,840 | 0.01% |
| Voya Investment Management LLC | 479,816 | 0.87% | $170.91M | +9,593 | 0.15% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 773 | 43M | 78.2% | 120 / 255 | 265 / 70 | 7M | 5M |
| Q1 2026 | 738 | 41M | 74.2% | 98 / 245 | 256 / 108 | 12M | 7M |
| Q4 2025 | 757 | 40M | 72.9% | 114 / 258 | 230 / 60 | 4M | 3M |
| Q3 2025 | 714 | 40M | 71.7% | 77 / 255 | 240 / 55 | 3M | 3M |
| Q2 2025 | 705 | 39M | 71.4% | 113 / 239 | 231 / 38 | 4M | 3M |
| Q1 2025 | 639 | 39M | 69.9% | 108 / 207 | 211 / 66 | 5M | 5M |
| Q4 2024 | 607 | 39M | 71.0% | 90 / 205 | 184 / 60 | 5M | 3M |
| Q3 2024 | 586 | 38M | 68.5% | 83 / 173 | 207 / 41 | 7M | 3M |
| Q2 2024 | 550 | 39M | 71.1% | 93 / 182 | 184 / 55 | 4M | 4M |
| Q1 2024 | 517 | 40M | 72.6% | 62 / 173 | 175 / 36 | 4M | 3M |
| Q4 2023 | 498 | 39M | 69.8% | 79 / 156 | 157 / 44 | 4M | 3M |
| Q3 2023 | 468 | 38M | 68.4% | 48 / 144 | 174 / 52 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HEI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 1,601,921 | 2.90% | $557.76M | 0.15% | May 31, 2026 |
| New Perspective Fund | 946,573 | 1.71% | $337.16M | 0.20% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 898,230 | 1.63% | $319.94M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 816,915 | 1.48% | $290.98M | 0.01% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 770,068 | 1.39% | $274.42M | 0.13% | Jul 31, 2026 |
| Fidelity Advisor International Capital Appreciation Fund | 733,559 | 1.33% | $261.41M | 1.45% | Jul 31, 2026 |
| BlackRock Mid-Cap Growth Equity Portfolio | 591,441 | 1.07% | $205.93M | 3.67% | May 29, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 518,919 | 0.94% | $184.83M | 2.86% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 514,200 | 0.93% | $183.15M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 501,378 | 0.91% | $178.59M | 0.18% | Jun 30, 2026 |
| T. Rowe Price Growth Stock Fund, Inc. | 483,996 | 0.88% | $172.39M | 0.34% | Jun 30, 2026 |
| Growth Fund | 459,138 | 0.83% | $163.54M | 0.29% | Jun 30, 2026 |
| College Retirement Equities Fund - Growth Account | 453,401 | 0.82% | $161.50M | 0.37% | Jun 30, 2026 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 428,723 | 0.78% | $152.71M | 0.24% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 407,895 | 0.74% | $145.29M | 1.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Victor H. Mendelson | Co-COB and Co-CEO, Director | 2,649,695 | 4.80% | Jul 1, 2026 |
| Eric A. Mendelson | Co-COB and Co-CEO, Director | 2,695,506 | 4.88% | May 29, 2026 |
| Laurans A. Mendelson | Executive Chairman, Director | 4,164,486 | 7.54% | Jul 17, 2025 |
| Bradley K. Rowen | Chief Accounting Officer | 2,040 | 0.00% | Jun 11, 2026 |
| Carlos L. Macau | EVP-CFO & Treasurer | 162,424 | 0.29% | May 29, 2026 |
| Alan Schriesheim | Director | 150,841 | 0.27% | Sep 1, 2026 |
| Julie Neitzel | Director | 16,048 | 0.03% | Apr 16, 2026 |
| Nandakumar Cheruvatath | Director | 4,422 | 0.01% | Mar 5, 2026 |
| Mark H. Hildebrandt | Director | 11,644 | 0.02% | Oct 23, 2025 |
| Thomas M. Culligan | Director | 17,723 | 0.03% | Oct 14, 2025 |
| Adolfo Henriques | Director | 36,728 | 0.07% | Oct 14, 2025 |
| Carol F. Fine | Director | 3,642 | 0.01% | Oct 14, 2025 |
| Frank J. Schwitter | Director | 1,743 | 0.00% | Jun 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alan Schriesheim Director | Sep 1, 2026 | Gift | −125 | – | – | 407 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Jun 29, 2026 | Gift | −3,285 | – | – | 212,626 |
| Bradley K. Rowen Chief Accounting Officer | Jun 10, 2026 | Sale | −1,326 | $241.63 | $320.40K | 0 |
| Alan Schriesheim Director | Jun 1, 2026 | Gift | −140 | – | – | 532 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Tax withholding | −316 | $259.81 | $82.10K | 284 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Option exercise | +1,280 | $121.39 | $155.38K | 1,564 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Option exercise | +600 | $97.00 | $58.20K | 600 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Tax withholding | −874 | $259.81 | $227.07K | 1,326 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Option exercise | +1,400 | $130.71 | $182.99K | 2,200 |
| Bradley K. Rowen Chief Accounting Officer | May 29, 2026 | Tax withholding | −764 | $259.81 | $198.49K | 800 |
| Julie Neitzel Director | Apr 15, 2026 | Sale | −676 | $223.00 | $150.75K | 0 |
| Nandakumar Cheruvatath Director | Mar 4, 2026 | Buy | +4,082 | $244.95 | $999.89K | 4,146 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Dec 19, 2025 | Gift | −2,660 | – | – | 215,911 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 31, 2025 | Tax withholding | −19,022 | $247.73 | $4.71M | 156,316 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 31, 2025 | Option exercise | +40,000 | $38.37 | $1.53M | 175,338 |
| Eric A. Mendelson Co-COB and Co-CEO, Director | Oct 31, 2025 | Option exercise | +80,000 | $44.96 | $3.60M | 1,304,411 |
| Eric A. Mendelson Co-COB and Co-CEO, Director | Oct 31, 2025 | Tax withholding | −38,004 | $317.77 | $12.08M | 1,266,407 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 31, 2025 | Tax withholding | −37,930 | $317.77 | $12.05M | 1,277,020 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 31, 2025 | Option exercise | +80,000 | $44.96 | $3.60M | 1,314,950 |
| Mark H. Hildebrandt Director | Oct 21, 2025 | Buy | +400 | $248.76 | $99.50K | 1,181 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 218,571 |
| Thomas M. Culligan Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 11,030 |
| Mark H. Hildebrandt Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 49,423 |
| Adolfo Henriques Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 24,069 |
| Alan Schriesheim Director | Oct 10, 2025 | Buy | +672 | $243.93 | $163.92K | 672 |
| Julie Neitzel Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 676 |
| Eric A. Mendelson Co-COB and Co-CEO, Director | Oct 10, 2025 | Buy | +676 | $243.93 | $164.90K | 10,042 |
| Carol F. Fine Director | Oct 10, 2025 | Buy | +672 | $243.93 | $163.92K | 672 |
| Laurans A. Mendelson Executive Chairman, Director | Jul 15, 2025 | Sale | −56,300 | $319.45 | $17.99M | 1,253,127 |
| Victor H. Mendelson Co-CEO, Director | Jun 30, 2025 | Gift | −3,187 | – | – | 217,895 |
| Victor H. Mendelson Co-CEO, Director | Jun 23, 2025 | Gift | −1,440 | – | – | 221,082 |
| Laurans A. Mendelson Executive Chairman, Director | Jun 5, 2025 | Gift | −470 | – | – | 76,918 |
| Laurans A. Mendelson Executive Chairman, Director | Jun 5, 2025 | Gift | −571 | – | – | 0 |
| Frank J. Schwitter Director | Jun 3, 2025 | Sale | −356 | $299.10 | $106.48K | 1,500 |
| Alan Schriesheim Director | Jun 3, 2025 | Sale | −35,000 | $298.36 | $10.44M | 122,197 |
| Julie Neitzel Director | Apr 24, 2025 | Sale | −700 | $246.23 | $172.36K | 418 |
| Laurans A. Mendelson COB and CEO, Director | Apr 22, 2025 | Gift | −210 | – | – | 77,388 |
| Alan Schriesheim Director | Apr 22, 2025 | Sale | −50,000 | $239.57 | $11.98M | 157,197 |
| Frank J. Schwitter Director | Apr 22, 2025 | Sale | −600 | $238.03 | $142.82K | 1,856 |
| Laurans A. Mendelson COB and CEO, Director | Apr 15, 2025 | Gift | −72 | – | – | 77,598 |
| Laurans A. Mendelson COB and CEO, Director | Mar 4, 2025 | Gift | −755 | – | – | 77,670 |
| Laurans A. Mendelson COB and CEO, Director | Jan 22, 2025 | Gift | −922 | – | – | 78,425 |
| Alan Schriesheim Director | Jan 6, 2025 | Tax withholding | −81 | $229.60 | $18.60K | 207,197 |
| Alan Schriesheim Director | Jan 6, 2025 | Option exercise | +32,500 | $0.57 | $18.53K | 207,278 |
| Julie Neitzel Director | Dec 23, 2024 | Gift | −55 | – | – | 1,118 |
| Alan Schriesheim Director | Nov 25, 2024 | Gift | −100 | – | – | 174,778 |
| Victor H. Mendelson Co-President, Director | Oct 30, 2024 | Gift | −3,280 | – | – | 222,522 |
| Julie Neitzel Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 1,173 |
| Laurans A. Mendelson COB and CEO, Director | Oct 18, 2024 | Buy | +725 | $262.94 | $190.63K | 929,984 |
| Mark H. Hildebrandt Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 5,470 |
| Adolfo Henriques Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 5,470 |
| Eric A. Mendelson Co-President, Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 6,302 |
| Frank J. Schwitter Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 2,456 |
| Victor H. Mendelson Co-President, Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 1,234,950 |
| Thomas M. Culligan Director | Oct 18, 2024 | Buy | +726 | $262.94 | $190.89K | 5,470 |
| Alan Schriesheim Director | Oct 18, 2024 | Buy | +724 | $262.94 | $190.37K | 174,878 |
| Carol F. Fine Director | Oct 18, 2024 | Buy | +725 | $262.94 | $190.63K | 1,204 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 16, 2024 | Option exercise | +48,829 | $22.20 | $1.08M | 130,989 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 16, 2024 | Tax withholding | −44,480 | $207.17 | $9.21M | 135,338 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 16, 2024 | Option exercise | +48,829 | $24.91 | $1.22M | 179,818 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bradley K. Rowen Officer | Jun 2, 2026 | 1,326 | $326.10K | Jun 3, 2026 | Stock Option Exercise - Net Settlement |
| Julie Neitzel Director | Apr 14, 2026 | 676 | $150.99K | Apr 14, 2026 | Open Market Purchase |
| Laurans A. Mendelson Officer, Director, Member of 10% owner group | Jul 15, 2025 | 60,000 | $19.30M | Jul 15, 2025 | Open Market Purchase |
| Frank J. Schwitter Director | Jun 3, 2025 | 400 | $120.36K | Jun 3, 2025 | Open Market Purchase |
| Alan Schriesheim Director | Jun 3, 2025 | 36,000 | $10.83M | Jun 3, 2025 | Stock Option Exercise |
| Alan Schriesheim Director | Apr 17, 2025 | 52,500 | $12.98M | Apr 22, 2025 | Stock Option Exercise |
| Frank J. Schwitter Director | Apr 17, 2025 | 630 | $155.70K | Apr 22, 2025 | Open Market Purchase |
| Julie Neitzel Director | Apr 17, 2025 | 762 | $188.33K | Apr 22, 2025 | Open Market Purchase |
| Alan Schriesheim Director | Oct 4, 2024 | 332 | $66.96K | Oct 4, 2024 | Open Market Purchase |
| Eric A. Mendelson Officer, Director | Jun 24, 2024 | 100,000 | $17.87M | Jun 24, 2024 | Stock Option Exercise |
| Frank J. Schwitter Director | Mar 27, 2024 | 400 | $76.19K | Apr 1, 2024 | Open Market Purchase |
| Alan Schriesheim Director | Mar 18, 2024 | 35,000 | $6.55M | Mar 19, 2024 | Stock Option Exercise |
| Frank J. Schwitter Director | Dec 27, 2023 | 550 | $99.07K | Jan 2, 2024 | Open Market Purchase |
| Julie Neitzel Director | Dec 26, 2023 | 1,450 | $260.83K | Dec 26, 2023 | Open Market Purchase |
| Laurans A. Mendelson Officer, Director, 10% Stockholder | Oct 17, 2023 | 25,000 | $4.16M | Oct 17, 2023 | Stock Option Exercise |