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HEI Heico Corporation

Industrials, filed as HEICO CORP NEW (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

  • 5 Owners
  • #269
  • Max 6.4%
  • Master 0.03%
  • $525M
  • 2 add 1 reduce 1 small

In 2026 Q2 Wallace Weitz and Ron Baron added to Heico, while Vulcan Value Partners trimmed.

Who owns this now

Largest portfolio weights among holders, up to 6.4% (Francois Rochon, Giverny Capital). Not free-float ownership.

  1. Francois Rochon Reduce 6.4%
  2. Wallace Weitz Add 3.7%
  3. Vulcan Value Partners Reduce 1.2%
  4. Thomas Gayner 0.75%
  5. Ron Baron Add 0.22%

Who owns HEI

Sorted by value, long equity only, as of 2026 Q2.

History
Francois Rochon, Giverny Capital 6.4% Small trim −0.4% 735,248 $190M History
Ron Baron, Bamco Inc. (Baron Capital) 0.22% Add +34.2% 562,662 $145M History
Thomas Gayner, Markel Group 0.75% Hold 379,644 $98M History
Wallace Weitz, Weitz Investment Management 3.7%, was 2.8% Add +8.2% 204,479 $53M History
Vulcan Value Partners 1.2% Reduce −13.9% 153,718 $40M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by HEI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All HEI insider trades
  • $2.4M bought by 8 insiders
  • $471K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Carol F. Fine Director
    Buy
    $175K 795 shares at $220.30 +118% to stake
    Traded Oct 8 Filed Oct 13
    ↗
  2. Julie Neitzel Director
    Buy
    $175K 592 shares at $294.93 +142% to stake
    Traded Oct 8 Filed Oct 13
    ↗
  3. Bradley K Rowen Chief Accounting Officer
    Sale
    $320K 1,326 shares at $241.63 100% of stake
    Traded Jun 10 Filed Jun 11
    ↗
  4. Julie Neitzel Director
    Sale
    $151K 676 shares at $223.00 100% of stake
    Traded Apr 15 Filed Apr 16
    ↗
  5. Nandakumar Cheruvatath Director
    Buy
    $1M 4,082 shares at $244.95 +6378% to stake
    Traded Mar 4 Filed Mar 5
    ↗
  6. Mark H Hildebrandt Director
    Buy
    $100K 400 shares at $248.76 +51% to stake
    Traded Oct 21, 2025 Filed Oct 23, 2025
    ↗
  7. Carol F. Fine Director
    Buy
    $164K 672 shares at $243.93 New stake
    Traded Oct 10, 2025 Filed Oct 14, 2025
    ↗
  8. Julie Neitzel Director
    Buy
    $165K 676 shares at $243.93 New stake
    Traded Oct 10, 2025 Filed Oct 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 9 share withholdings for taxes, 9 option exercises, and 4 gifts.

Congress

2 members of Congress traded HEI in the last three years: 0 buys and 3 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025
  2. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025
  3. Jonathan L. Jackson D-IL-1Joint Sell $15K–$50K Dec 20, 2023 filed Jan 12, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,7.01,8.01,9.01 Filing Doc
424B5 PROSPECTUS SUPPLEMENT Filing Doc
424B5 PRELIMINARY PROSPECTUS SUPPLEMENT Filing Doc
8-K 1.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 -$0.293B -$0.732B
Cash from financing $2.07B -$0.389B -$0.151B
Net change in cash $31.54M -$8.94M $55.68M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.