HEICO Ownership

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


Recent Insider Transactions

NYSE:HEI.A Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Oct 24SellUS$66,941Alan SchriesheimIndividual332US$201.63
26 Jul 24SellUS$3,721,740Eric MendelsonIndividual20,000US$186.09
16 Jul 24SellUS$9,739,821Eric MendelsonIndividual53,510US$182.02
08 Jul 24SellUS$1,600,294Eric MendelsonIndividual8,864US$180.54
25 Jun 24SellUS$3,181,277Eric MendelsonIndividual17,627US$180.56

Insider Trading Volume

Insider Buying: HEI.A insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of HEI.A?
Owner TypeNumber of SharesOwnership Percentage
State or Government55,3830.0399%
Private Companies191,4400.138%
Public Companies1,049,6870.756%
General Public5,113,6363.68%
Individual Insiders19,561,69514.1%
Institutions112,858,24481.3%

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


Top Shareholders

Top 25 shareholders own 63.84% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.53%
The Vanguard Group, Inc.
11,841,472US$2.5b-0.19%0.03%
7.67%
Principal Global Investors, LLC
10,654,441US$2.2b-0.55%0.96%
7.21%
BlackRock, Inc.
10,012,788US$2.1b-3.21%0.04%
7.2%
Herbert Wertheim
9,990,700US$2.1b0%no data
4.87%
Capital Research and Management Company
6,754,654US$1.4b-9.19%0.07%
3.45%
Invesco Capital Management LLC
4,790,322US$994.5m-4.91%0.36%
2.85%
Laurans Mendelson
3,952,516US$820.6m0.02%no data
2.78%
FMR LLC
3,858,704US$801.1m-0.47%0.04%
2.27%
State Street Global Advisors, Inc.
3,158,257US$655.7m-0.52%0.02%
1.87%
Victor Mendelson
2,598,877US$539.6m2.03%no data
1.77%
Eric Mendelson
2,463,373US$511.4m2.28%no data
1.36%
Geode Capital Management, LLC
1,889,761US$392.3m2.06%0.03%
1.26%
JP Morgan Asset Management
1,748,971US$363.1m-5.34%0.03%
1.02%
Invesco Ltd.
1,415,964US$294.0m7.06%0.07%
0.99%
Fred Alger Management, LLC
1,371,277US$284.7m-18.3%1.2%
0.96%
Norges Bank Investment Management
1,335,069US$277.2m0%0.02%
0.94%
D.F. Dent and Company, Inc.
1,304,304US$270.8m-10.3%2.96%
0.91%
Lazard Asset Management LLC
1,263,151US$262.2m-15.9%0.27%
0.9%
Strategic Advisers LLC
1,250,969US$259.7m9.31%0.09%
0.89%
Kayne Anderson Rudnick Investment Management, LLC
1,240,442US$257.5m2.61%0.48%
0.86%
Managed Account Advisors LLC
1,195,084US$248.1m-0.98%0.05%
0.86%
UBS Asset Management AG
1,193,841US$247.9m0.15%0.03%
0.83%
Australian Super Pty Ltd
1,149,842US$238.7m-9.27%0.22%
0.82%
State of Wisconsin Investment Board
1,139,114US$236.5m13.9%0.52%
0.76%
Berkshire Hathaway Inc.
1,049,687US$217.9m0.52%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 12:37
End of Day Share Price 2024/12/23 00:00
Earnings2024/10/31
Annual Earnings2024/10/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Peter ArmentBaird
Ishan MajumdarBaptista Research
David StraussBarclays