13FPulse
HE

HEI/A HEICO CORP-CLASS A

2026Q2 · CUSIP 422806208 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
652
Institutions that reported holding it to the SEC
Net increase in holders
+33
Last quarter 619 → now 652
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

652 funds held HEI/A at the end of 2026Q2, up 33 from the quarter before. That is stronger buying than 90.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.9B(YoY +18.8%), return on equity is 16.6%. HEI/A has had 19 buying rushes in its history. It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=76 2013Q4: holders=79 2014Q1: holders=84 2014Q2: holders=80 2014Q3: holders=77 2014Q4: holders=80 2015Q1: holders=84 2015Q2: holders=101 2015Q3: holders=106 2015Q4: holders=118 2016Q1: holders=141 2016Q2: holders=158 2016Q3: holders=146 2016Q4: holders=160 2017Q1: holders=161 2017Q2: holders=161 2017Q3: holders=174 2017Q4: holders=182 2018Q1: holders=190 2018Q2: holders=195 2018Q3: holders=221 2018Q4: holders=220 2019Q1: holders=231 2019Q2: holders=279 2019Q3: holders=287 2019Q4: holders=303 2020Q1: holders=290 2020Q2: holders=308 2020Q3: holders=298 2020Q4: holders=339 2021Q1: holders=324 2021Q2: holders=340 2021Q3: holders=327 2021Q4: holders=364 2022Q1: holders=367 2022Q2: holders=357 2022Q3: holders=366 2022Q4: holders=395 2023Q1: holders=396 2023Q2: holders=390 2023Q3: holders=398 2023Q4: holders=432 2024Q1: holders=432 2024Q2: holders=455 2024Q3: holders=501 2024Q4: holders=502 2025Q1: holders=543 2025Q2: holders=569 2025Q3: holders=583 2025Q4: holders=621 2026Q1: holders=619 2026Q2: holders=652 -48 -24 +0 +24 +48 68377685 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 20%
2025Q2 Top 20%
2025Q1 Top 5%
2024Q3 Top 5%
2024Q2 Top 20%
2023Q4 Top 20%
2022Q4 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
260
Change in large funds
+16
Total value they hold
$18.0B
Funds buying for the first time
108
Funds that sold out entirely
75
Price change that quarter
Funds holding puts (bearish)
3
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$5.59
EPS YoY
+30.3%
Revenue (TTM)
$4.9B
Revenue YoY
+18.8%
Net margin
16.1%
ROE
16.6%
Debt ratio
43.8%
FCF (TTM)
$926M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-07-31: EPS 0.60 2022-10-31: EPS 0.70 2023-01-31: EPS 0.67 2023-04-30: EPS 0.76 2023-07-31: EPS 0.74 2023-10-31: EPS 0.74 2024-01-31: EPS 0.82 2024-04-30: EPS 0.88 2024-07-31: EPS 0.97 2024-10-31: EPS 1.00 2025-01-31: EPS 1.20 2025-04-30: EPS 1.12 2025-07-31: EPS 1.26 2025-10-31: EPS 1.32 2026-01-31: EPS 1.35 2026-04-30: EPS 1.66 0B 0.7B 1.4B $B 0.00 0.91 1.83 2022202320242025202604/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

As of 2026-04-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.