Guru Ownership Trend
Guru Analysis for HEICO Corporation (HEI.A)
HEICO Corporation (HEI.A), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $492.51 M.
Top institutional holders include Francois Rochon and Manning & Napier Group.
Notably, Francois Rochon has expressed high conviction in this stock, allocating 6.38% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $19.03 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 179.2%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 58.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for HEICO Corporation (HEI.A)
Major holders include Francois Rochon ($189.63 M), Manning & Napier Group ($113.11 M), Tom Gayner ($97.91 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.03 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited HEI.A. The total reported sell value was $36.45 M.
Yes, 0 managers opened new positions in HEI.A, and 3 increased their existing holdings. The total reported buy value was $55.48 M.
