HEI
HEICO CORPORATIONMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2021 | 19Q | $145 | $294 | +103% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $236 | $294 | +24% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $237 | $294 | +24% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $237 | $294 | +24% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $237 | $294 | +24% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $237 | $294 | +24% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $237 | $294 | +24% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 2× in & out | Q3 2021 | Q4 2021 | → $146 | +14% |
| Coatue Management | Q1 2020 | Q2 2020 | → $83 | -36% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at HEICO CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001200631-26-000002Jun 2, 2026
- Form 40002057115-26-000004Jun 2, 2026
- Form 40001031082-26-000002May 29, 2026
- Form 40001031083-26-000002May 29, 2026
- Form 40002057115-26-000002May 29, 2026
- Form 40001551293-26-000003May 29, 2026
- Form 40001620811-26-000004Apr 16, 2026
- Form 40001698957-26-000006Mar 5, 2026
- Form 40001031082-25-000012Dec 22, 2025
- Form 40001031083-25-000007Nov 4, 2025
- Form 40001551293-25-000004Nov 4, 2025
- Form 40001031082-25-000010Nov 4, 2025
- Form 40001445233-25-000006Oct 23, 2025
- Form 40001181803-25-000003Oct 14, 2025
- Form 40001200631-25-000003Oct 14, 2025
Fundamentals
XBRL · HEICO CORPORATIONAnnual figures sourced directly from HEICO CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for HEICO CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 29, 2026
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMar 17, 2026
- 10-QQuarterly reportFeb 27, 2026
- 8-KMaterial eventFeb 25, 2026
- DEF 14AProxy statementJan 30, 2026
- 10-KAnnual reportDec 22, 2025
- 8-KMaterial eventDec 22, 2025
- 8-KMaterial eventDec 18, 2025
- 8-KMaterial eventSep 29, 2025
- 10-QQuarterly reportAug 27, 2025
- 8-KMaterial eventAug 25, 2025
- 8-KMaterial eventAug 8, 2025
- 10-QQuarterly reportMay 29, 2025
- 8-KMaterial eventMay 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q4 2025 | open | $317 | $294 | -7% |
| Bridgewater Associates | Q4 2025 | open | $317 | $332 | +5% |
| Millennium Management | Q2 2025 | open | $275 | $294 | +7% |
| Citadel Advisors | Q3 2024 | open | $237 | $294 | +24% |
| Two Sigma Investments | Q3 2024 | open | $237 | $294 | +24% |
| D.E. Shaw | Q3 2024 | open | $237 | $294 | +24% |
| AQR Capital Management | Q3 2024 | open | $237 | $294 | +24% |
| Millennium Management | Q3 2024 | Q1 2025 | $237 | $221 | -7% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $236 | $269 | +14% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $137 | $163 | +19% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $145 | $139 | -4% |
| Maverick Capital | Q3 2021 | Q4 2021 | $128 | $146 | +14% |
| Coatue Management | Q1 2020 | Q2 2020 | $129 | $83 | -36% |
| Maverick Capital | Q1 2020 | Q2 2021 | $129 | $133 | +3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.