Capital World Investors
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Capital World Investors’s HEICO Corp HEI Stock Holding History

Capital World Investors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595M Sell
1,669,161
-695,768
-29% -$212M 0.07% 206
2026
Q1 		$648M Sell
2,364,929
-2,345,520
-50% -$755M 0.09% 182
2025
Q4 		$1.52B Sell
4,710,449
-250,707
-5% -$79.2M 0.21% 110
2025
Q3 		$1.6B Sell
4,961,156
-448
-0% -$143K 0.22% 108
2025
Q2 		$1.63B Buy
4,961,604
+42,363
+0.9% +$11.7M 0.24% 97
2025
Q1 		$1.31B Buy
4,919,241
+24,081
+0.5% +$5.86M 0.21% 107
2024
Q4 		$1.16B Buy
4,895,160
+960,962
+24% +$249M 0.18% 118
2024
Q3 		$1.03B Buy
3,934,198
+192,149
+5% +$46.5M 0.16% 139
2024
Q2 		$837M Buy
3,742,049
+516,958
+16% +$109M 0.14% 144
2024
Q1 		$616M Sell
3,225,091
-51,235
-2% -$9.51M 0.1% 180
2023
Q4 		$586M Buy
3,276,326
+311,304
+10% +$52.7M 0.1% 176
2023
Q3 		$480M Sell
2,965,022
-22,296
-0.7% -$3.78M 0.1% 185
2023
Q2 		$529M Sell
2,987,318
-24,208
-0.8% -$4.08M 0.1% 185
2023
Q1 		$515M Sell
3,011,526
-411,029
-12% -$69.2M 0.11% 185
2022
Q4 		$526M Sell
3,422,555
-44,976
-1% -$7M 0.11% 178
2022
Q3 		$499M Buy
3,467,531
+23
+0% +$3.45K 0.11% 172
2022
Q2 		$455M Hold
3,467,508
– – 0.1% 197
2022
Q1 		$532M Sell
3,467,508
-13,673
-0.4% -$1.98M 0.09% 195
2021
Q4 		$502M Buy
3,481,181
+456,514
+15% +$64.3M 0.08% 214
2021
Q3 		$399M Sell
3,024,667
-4,271
-0.1% -$562K 0.07% 233
2021
Q2 		$422M Sell
3,028,938
-9,633
-0.3% -$1.33M 0.07% 232
2021
Q1 		$382M Buy
3,038,571
+194,686
+7% +$25M 0.07% 227
2020
Q4 		$377M Buy
2,843,885
+981,528
+53% +$120M 0.07% 229
2020
Q3 		$195M Buy
1,862,357
+494,822
+36% +$51.1M 0.04% 267
2020
Q2 		$136M Buy
+1,367,535
New +$126M 0.03% 284

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors's HEI Position: Q2 2026 in Review

Capital World Investors reduced its HEICO Corp (HEI) stake by 29% in Q2 2026, selling an estimated $212M and leaving 1,669,161 shares worth $595M. The position accounts for 0.07% of the portfolio, ranked #206.

Capital World Investors first reported a position in HEI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.63B in Q2 2025. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Capital World Investors held 1,669,161 shares of HEICO Corp worth $595M as of Q2 2026.
  • Capital World Investors sold 695,768 HEICO Corp shares in Q2 2026, an estimated $212M.
  • HEICO Corp made up 0.07% of Capital World Investors's portfolio in Q2 2026, its #206 holding.
  • Capital World Investors first reported a position in HEICO Corp in Q2 2020 and has held it in 25 quarters since.
  • Capital World Investors's HEICO Corp position peaked at $1.63B in Q2 2025.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.