§ AEROSPACE & DEFENSE
USD · Aerospace & DefenseHEI
HEICO CORP
USDSector · Aerospace & DefenseBeta · 1.06
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 309.91HIGH 311.23LOW 302.2152W 229.07 — 361.69
EVENTSSEP 30 · EARNINGS +9.3%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
381 increased/new, 272 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 46.0 | P/B | 8.91 |
| EPS (TTM) | 5.06 | Dividend | 0.09% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.1M | 0.0% | +5% |
| Capital International Investors | 2.7M | 0.2% | +509% |
| Capital World Investors | 2.4M | 0.1% | −50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | n/a | n/a |
| State Street | 1.7M | 0.0% | +12% |
| Fidelity Management | 1.5M | 0.0% | +534% |
◇ AC INTELLIGENCE
Top institutional owners for HEI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.2% · 0 holders
OTHER11.9% · 586 holders
QUALITY / COMPOUNDER8.4% · 39 holders
PASSIVE / INDEX4.6% · 9 holders
DEALER / BANK4.2% · 53 holders
SYSTEMATIC / QUANT0.9% · 16 holders
INCOME / DEFENSIVE0.4% · 29 holders
TACTICAL / MACRO0.4% · 5 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HEI in the last 180 days.