Heico Corp-class A (HEI-A) Quarterly Institutional 13F Update (Q2 2026)

HEI-A ranks #824 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HEI-A is a top-conviction position for Logan Stone Capital, LLC — at 15.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HEI-A belongs to Principal Financial Group Inc, but the position matters far more to Logan Stone Capital, LLC, who has 15.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its HEI-A position for two straight quarters, increasing it by $975.3K to reach $3.1M today.

Triad Investment Management has trimmed its HEI-A position for two straight quarters, cutting it by $6.0M while still holding $2.7M.

HEI-A is down 0.6% today, but institutions show net buying of $4.9B this quarter — a divergence between today's price move and the underlying institutional flow.

HEI-A posted net income of $847.7M over the trailing twelve months, and currently trades at a P/E of 38.3.

• Profitable — net income of $847.7M over the trailing twelve months
• Revenue grew 20.7% year over year
• Net income improved year over year, from $641.8M to $847.7M
• Generated $934.3M in positive operating cash flow
• Current ratio of 2.83x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.85x equity — within a conventional range