HEICO Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:HC1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Oct 24	Buy€175,794	Julie Neitzel	Individual	726	€242.14
18 Oct 24	Buy€175,794	Thomas Culligan	Individual	726	€242.14
18 Oct 24	Buy€175,552	Carol Fine	Individual	725	€242.14
18 Oct 24	Buy€175,794	Adolfo Henriques	Individual	726	€242.14
18 Oct 24	Buy€175,794	Frank Schwitter	Individual	726	€242.14
18 Oct 24	Buy€175,794	Eric Mendelson	Individual	726	€242.14
18 Oct 24	Buy€175,310	Alan Schriesheim	Individual	724	€242.14
18 Oct 24	Buy€175,794	Victor Mendelson	Individual	726	€242.14
18 Oct 24	Buy€175,794	Mark Hildebrandt	Individual	726	€242.14
18 Oct 24	Buy€175,552	Laurans Mendelson	Individual	725	€242.14
03 Sep 24	Buy€108,538	Frank Schwitter	Individual	475	€228.50
28 Mar 24	Sell€71,731	Frank Schwitter	Individual	400	€179.33
02 Jan 24	Sell€89,352	Frank Schwitter	Individual	550	€162.46
27 Dec 23	Sell€234,094	Julie Neitzel	Individual	1,450	€161.44

Insider Trading Volume

Insider Buying: HC1 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HC1?
Owner Type	Number of Shares	Ownership Percentage
State or Government	55,383	0.0399%
Private Companies	191,440	0.138%
Public Companies	1,049,687	0.756%
General Public	5,113,636	3.68%
Individual Insiders	19,561,695	14.1%
Institutions	112,858,244	81.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.53%	The Vanguard Group, Inc.	11,841,472	€2.4b	-0.19%	0.03%
7.67%	Principal Global Investors, LLC	10,654,441	€2.1b	-0.55%	0.96%
7.21%	BlackRock, Inc.	10,012,788	€2.0b	-3.21%	0.04%
7.2%	Herbert Wertheim	9,990,700	€2.0b	0%	no data
4.87%	Capital Research and Management Company	6,754,654	€1.3b	-9.19%	0.07%
3.45%	Invesco Capital Management LLC	4,790,322	€955.7m	-4.91%	0.36%
2.85%	Laurans Mendelson	3,952,516	€788.5m	0.02%	no data
2.78%	FMR LLC	3,858,704	€769.8m	-0.47%	0.04%
2.27%	State Street Global Advisors, Inc.	3,158,257	€630.1m	-0.52%	0.02%
1.87%	Victor Mendelson	2,598,877	€518.5m	2.03%	no data
1.77%	Eric Mendelson	2,463,373	€491.4m	2.28%	no data
1.36%	Geode Capital Management, LLC	1,889,761	€377.0m	2.06%	0.03%
1.26%	JP Morgan Asset Management	1,748,971	€348.9m	-5.34%	0.03%
1.02%	Invesco Ltd.	1,415,964	€282.5m	7.06%	0.07%
0.99%	Fred Alger Management, LLC	1,371,277	€273.6m	-18.3%	1.2%
0.96%	Norges Bank Investment Management	1,335,069	€266.3m	0%	0.02%
0.94%	D.F. Dent and Company, Inc.	1,304,304	€260.2m	-10.3%	2.96%
0.91%	Lazard Asset Management LLC	1,263,151	€252.0m	-15.9%	0.27%
0.9%	Strategic Advisers LLC	1,250,969	€249.6m	9.31%	0.09%
0.89%	Kayne Anderson Rudnick Investment Management, LLC	1,240,442	€247.5m	2.61%	0.48%
0.86%	Managed Account Advisors LLC	1,195,084	€238.4m	-0.98%	0.05%
0.86%	UBS Asset Management AG	1,193,841	€238.2m	0.15%	0.03%
0.83%	Australian Super Pty Ltd	1,149,842	€229.4m	-9.27%	0.22%
0.82%	State of Wisconsin Investment Board	1,139,114	€227.2m	13.9%	0.52%
0.76%	Berkshire Hathaway Inc.	1,049,687	€209.4m	0.52%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 13:04
End of Day Share Price	2024/12/23 00:00
Earnings	2024/10/31
Annual Earnings	2024/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

HEICO Corporation is covered by 37 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Peter Arment	Baird
Ishan Majumdar	Baptista Research
David Strauss	Barclays