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All holdings

HEICO Ord

HEI, HEI.A (share classes combined)

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
4
In their latest 13F (Q3 2026)
See who
Value held
$380m
Combined value at quarter end
Last quarter
1 bought
2 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q2 ’26 end
$257.91
+22.2% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+14.8%Q3 ’24
-8.7%Q4 ’24
+13.4%Q1 ’25
+22.6%Q2 ’25
-1.8%Q3 ’25
-0.7%Q4 ’25
-16.4%Q1 ’26
+22.2%Q2 ’26
Q3 ’24: +14.8%; Q4 ’24: -8.7%; Q1 ’25: +13.4%; Q2 ’25: +22.6%; Q3 ’25: -1.8%; Q4 ’25: -0.7%; Q1 ’26: -16.4%; Q2 ’26: +22.2%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

4Q4 ’23
4Q1 ’24
5Q2 ’24
5Q3 ’24
5Q4 ’24
5Q1 ’25
5Q2 ’25
5Q3 ’25
5Q4 ’25
4Q1 ’26
4Q2 ’26
0Q3 ’26
Q4 ’23: 4; Q1 ’24: 4; Q2 ’24: 5; Q3 ’24: 5; Q4 ’24: 5; Q1 ’25: 5; Q2 ’25: 5; Q3 ’25: 5; Q4 ’25: 5; Q1 ’26: 4; Q2 ’26: 4; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes HEICO Ord.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding HEICO Ord
Giverny Capital6.4%$190m$190mTrimmed -0.4%40 qtrs
Weitz Investment Management3.6%$52.7m$52.7mAdded +8.2%26 qtrs
Vulcan Value Partners1.2%$39.6m$39.6mTrimmed -14%24 qtrs
Markel Group0.8%$97.9m$97.9mUnchanged41 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of HEICO Ord
Bought or soldFiling
8 Oct 2026Mendelson Victor HCo-COB and Co-CEO▲ Bought795$220.30$175kForm 4
8 Oct 2026Neitzel JulieDirector▲ Bought592$294.93$175kForm 4

About the company

Sector
Industrials · Aircraft Engines & Engine Parts
Incorporated in
Florida
Financial year ends
31 October
Shares outstanding
27m at 15 Dec 2015
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$1.0bnOct ’13
$1.2bnOct ’15
$1.5bnOct ’17
$2.1bnOct ’19
$1.9bnOct ’21
$3.0bnOct ’23
$4.5bnOct ’25
Oct ’13: $1.0bn; Oct ’14: $1.1bn; Oct ’15: $1.2bn; Oct ’16: $1.4bn; Oct ’17: $1.5bn; Oct ’18: $1.8bn; Oct ’19: $2.1bn; Oct ’20: $1.8bn; Oct ’21: $1.9bn; Oct ’22: $2.2bn; Oct ’23: $3.0bn; Oct ’24: $3.9bn; Oct ’25: $4.5bn
HEICO Ord revenue and net income by year
YearRevenueNet income
Year to Oct 2025$4.5bn$690m
Year to Oct 2024$3.9bn$514m
Year to Oct 2023$3.0bn$404m
Year to Oct 2022$2.2bn$352m
Year to Oct 2021$1.9bn$304m
Year to Oct 2020$1.8bn$314m
Year to Oct 2019$2.1bn$328m
Year to Oct 2018$1.8bn$259m
Year to Oct 2017$1.5bn$186m
Year to Oct 2016$1.4bn$156m
Year to Oct 2015$1.2bn$133m
Year to Oct 2014$1.1bn$121m
Year to Oct 2013$1.0bn$102m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold HEICO Ord, from their latest N-PORT filings.

Funds holding HEICO Ord
Weitz Partners Value FundWeitz Investment Management8.3%$41.2m30 Jun 2026
Vulcan Value Partners FundVulcan Value Partners2.4%$5.4m31 Jul 2026
Weitz Large Cap Equity FundWeitz Investment Management1.3%$8.4m30 Jun 2026