Jefferies Group's HEI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,208 shares of HEICO Corporation (HEI) worth $605,434, representing 0.00% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in HEI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 2,208 shares. Largest reduction occurred in Q2 2025, reducing 1,828 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's HEICO Corporation (HEI) Holding Value Over Time
Track share changes against reported price movement
Quarterly HEICO Corporation (HEI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,208 | New Buy | 2,208 | $274.20 |
| Q4 2025 | -1,150 | Sold Out | 0 | $0.00 |
| Q3 2025 | +1,150 | New Buy | 1,150 | $322.82 |
| Q2 2025 | -1,828 | Sold Out | 0 | $0.00 |
| Q1 2025 | +1,828 | New Buy | 1,828 | $267.19 |
| Q1 2024 | -1,136 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,136 | New Buy | 1,136 | $178.87 |
Jefferies Group's HEICO Corporation Investment FAQs
Jefferies Group first purchased HEICO Corporation (HEI) in Q4 2023, acquiring 1,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held HEICO Corporation (HEI) for 7 quarters since Q4 2023.
Jefferies Group's largest addition to HEICO Corporation (HEI) was in Q1 2026, adding 2,208 shares worth $605,434.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,208 shares of HEICO Corporation (HEI), valued at approximately $605,434.
As of the Q1 2026 filing, HEICO Corporation (HEI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in HEICO Corporation (HEI) was 2,208 shares, as reported at the end of Q1 2026.