HEICO Corp (HEI) shareholders
HEINYSEAircraft Engines & Engine PartsFiscal year ends October 31Also trades as HEI.A
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026Score 14/30
$340.18+0.67 (+0.20%)
Close on Nov 13, 2026Market cap $48.06BP/E 56.6Yield 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
9 buys · 2 sales
Net bought $1.93M
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 Joint filing with Principal Funds, Inc. (6.00%) | 7,289,366 | 8.60% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (5.92%) | 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% | $1.14B | +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)
431 funds held HEI in Q2 2026, 36% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 2,143,745 | 3.88% | Oct 28, 2026 |
| Eric A. Mendelson | Co-COB and Co-CEO, Director | 2,725,968 | 4.93% | Oct 28, 2026 |
| Laurans A. Mendelson | Executive Chairman, Director | 4,164,486 | 7.54% | Jul 17, 2025 |
| Carlos L. Macau | EVP-CFO & Treasurer | 178,038 | 0.32% | Oct 28, 2026 |
| Bradley K. Rowen | Chief Accounting Officer | 2,040 | 0.00% | Jun 11, 2026 |
| Nandakumar Cheruvatath | Director | 5,217 | 0.01% | Oct 13, 2026 |
| Carol F. Fine | Director | 4,437 | 0.01% | Oct 13, 2026 |
| Adolfo Henriques | Director | 37,523 | 0.07% | Oct 13, 2026 |
| Mark H. Hildebrandt | Director | 58,843 | 0.11% | Oct 13, 2026 |
| Alan Schriesheim | Director | 151,636 | 0.27% | Oct 13, 2026 |
| Thomas M. Culligan | Director | 18,518 | 0.03% | Oct 13, 2026 |
| Julie Neitzel | Director | 16,965 | 0.03% | Oct 13, 2026 |
| 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 |
|---|---|---|---|---|---|---|
| Carlos L. Macau EVP-CFO & Treasurer | Oct 26, 2026 | Tax withholding | −14,402 | $234.12 | $3.37M | 171,914 |
| Carlos L. Macau EVP-CFO & Treasurer | Oct 26, 2026 | Option exercise | +30,000 | $38.37 | $1.15M | 186,316 |
| Eric A. Mendelson Co-COB and Co-CEO, Director | Oct 26, 2026 | Tax withholding | −27,640 | $309.71 | $8.56M | 1,296,767 |
| Eric A. Mendelson Co-COB and Co-CEO, Director | Oct 26, 2026 | Option exercise | +58,000 | $44.96 | $2.61M | 1,324,407 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 26, 2026 | Tax withholding | −27,559 | $309.71 | $8.54M | 1,304,749 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 26, 2026 | Option exercise | +58,000 | $44.96 | $2.61M | 1,332,308 |
| Carol F. Fine Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 1,467 |
| Nandakumar Cheruvatath Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 4,877 |
| Julie Neitzel Director | Oct 8, 2026 | Buy | +592 | $294.93 | $174.60K | 1,010 |
| Mark H. Hildebrandt Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 50,218 |
| Thomas M. Culligan Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 11,825 |
| Alan Schriesheim Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 1,202 |
| Adolfo Henriques Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 24,864 |
| Victor H. Mendelson Co-COB and Co-CEO, Director | Oct 8, 2026 | Buy | +795 | $220.30 | $175.14K | 795 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
3M shares short
Days to cover
7.2
At 0M shares a day
Change since last report
-5.3%
From 4M shares
Short volume, 20 days
60.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Heico's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,938 shares on Sep 18, 2026 over the last 90 days.
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 |
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