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HEICO Corporation

HEI Industrials
$296.73 $-0.36 (-0.12%)
Market Cap: $41.47 B
Gurus Holding
7
Popularity Rank
#1012
% of Shares Held
0.46%
Net Activity (Q2 2026)
-$34.83 M

Guru Ownership Trend

Guru Analysis for HEICO Corporation (HEI)

HEICO Corporation (HEI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $191.12 M.

Top institutional holders include Ken Fisher and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $34.83 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 113.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 74.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$17.43 M
Total Buy Value
New Buys 0
Additions 5
-$52.25 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for HEICO Corporation (HEI)

Major holders include Ken Fisher ($122.73 M), Mario Gabelli ($43.56 M), Catherine Wood ($17.83 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 644,096 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $34.83 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited HEI. The total reported sell value was $52.25 M.

Yes, 0 managers opened new positions in HEI, and 5 increased their existing holdings. The total reported buy value was $17.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 3.0% 344,570 $122.73 M Q2 2026
0.39% 122,300 $43.56 M Q2 2026
0.12% Add 14.4% 50,052 $17.83 M Q2 2026
0.02% Reduce -74.0% 45,124 $16.07 M Q2 2026
0.01% Add 37.7% 40,755 $14.48 M Q2 2026
0.03% Add 113.1% 37,656 $13.41 M Q2 2026
0.01% Add 64.8% 3,639 $1.3 M Q2 2026
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