Follow-The-Filings

Security

HEI

Heico Corp. New · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners max 0.2% (Two Sigma Investments, LP)

grid → activity →
owners 17
max % 0.2%
tracked value $1.9B
qoq A 7 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.24 pp 531,566 $172M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.02 pp 167,976 $46M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.04 pp 294,501 $81M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.1% Add +0.05 pp 43,741 $12M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add 0.00 pp 239,052 $66M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.02 pp 173,484 $48M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 334,502 $92M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 3,951,254 $1.3B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 146,730 $40M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 17,524 $5M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.03 pp 56,794 $16M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 19,013 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.03 pp 17,671 $5M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 30,539 $10M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 29,597 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 9,370 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 23 $6 hist

17 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.97B $3.86B $4.49B
Gross profit * $1.15B $1.5B $1.79B
Gross margin * 38.9% 38.9% 39.8%
Net income $403.6M $514.11M $690.38M
Net margin * 13.6% 13.3% 15.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.86B $2.06B $2.36B
Total non-current assets * $5.34B $5.53B $6.14B
Total assets $7.2B $7.59B $8.5B
Total current liabilities $665.34M $663.85M $832M
Total non-current liabilities * $2.97B $2.87B $2.82B
Total equity $3.15B $3.64B $4.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $448.74M $672.37M $934.27M
Cash from investing -$2.48B -$293.2M -$731.69M
Cash from financing $2.07B -$389.39M -$150.68M
Net change in cash $31.54M -$8.94M $55.68M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders