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CIBC World Markets’s HEICO Corp HEI Stock Holding History

CIBC World Markets’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
2025
Q4 		$494K Buy
+1,528
New +$483K ﹤0.01% 835
2025
Q2 		$601K Sell
1,833
-170
-8% -$47K ﹤0.01% 803
2025
Q1 		$535K Buy
2,003
+18
+0.9% +$4.38K ﹤0.01% 977
2024
Q4 		$472K Sell
1,985
-571
-22% -$148K ﹤0.01% 750
2024
Q3 		$668K Buy
2,556
+193
+8% +$46.7K ﹤0.01% 656
2024
Q2 		$528K Buy
2,363
+571
+32% +$121K ﹤0.01% 654
2024
Q1 		$342K Buy
1,792
+573
+47% +$106K ﹤0.01% 763
2023
Q4 		$218K Buy
+1,219
New +$206K ﹤0.01% 735
2019
Q4 		– Sell
-27,469
Closed -$2.67M – 781
2019
Q3 		$2.67M Hold
27,469
– – 0.02% 468
2019
Q2 		$2.84M Buy
+27,469
New +$3.06M 0.02% 517

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC World Markets's HEI Position: Q4 2025 in Review

CIBC World Markets opened a new position in HEICO Corp (HEI) in Q4 2025: 1,528 shares worth $494K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in HEI as recently as Q2 2025.

CIBC World Markets first reported a position in HEI in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.84M in Q2 2019. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • CIBC World Markets held 1,528 shares of HEICO Corp worth $494K as of Q4 2025.
  • HEICO Corp was a new CIBC World Markets position in Q4 2025.
  • HEICO Corp made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #835 holding.
  • CIBC World Markets first reported a position in HEICO Corp in Q2 2019 and has held it in 10 quarters since.
  • CIBC World Markets's HEICO Corp position peaked at $2.84M in Q2 2019.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.