Citadel Advisors
HEI.A icon

Citadel Advisors’s HEICO Corp Class A HEI.A Stock Holding History

Citadel Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-600
Closed -$127K – 13546
2025
Q1 		$127K Buy
600
+100
+20% +$19.4K ﹤0.01% 11136
2024
Q4 		$93K Buy
500
+200
+67% +$40.3K ﹤0.01% 11584
2024
Q3 		$61.1K Sell
300
-700
-70% -$133K ﹤0.01% 11684
2024
Q2 		$178K Sell
1,000
-300
-23% -$50.7K ﹤0.01% 10092
2024
Q1 		$200K Hold
1,300
– – ﹤0.01% 10315
2023
Q4 		$185K Buy
1,300
+200
+18% +$27.1K ﹤0.01% 10059
2023
Q3 		$142K Sell
1,100
-100
-8% -$13.6K ﹤0.01% 10441
2023
Q2 		$169K Buy
1,200
+100
+9% +$13.4K ﹤0.01% 10143
2023
Q1 		$149K Buy
1,100
+100
+10% +$13.3K ﹤0.01% 10642
2022
Q4 		$120K Sell
1,000
-1,000
-50% -$122K ﹤0.01% 10964
2022
Q3 		$229K Buy
+2,000
New +$241K ﹤0.01% 10125
2022
Q2 		– Sell
-3,100
Closed -$393K – 13355
2022
Q1 		$393K Buy
3,100
+500
+19% +$60.5K ﹤0.01% 9949
2021
Q4 		$334K Buy
+2,600
New +$331K ﹤0.01% 10688
2021
Q1 		– Sell
-3,200
Closed -$375K – 13389
2020
Q4 		$375K Buy
+3,200
New +$348K ﹤0.01% 8679
2020
Q3 		– Sell
-3,700
Closed -$301K – 10323
2020
Q2 		$301K Buy
+3,700
New +$287K ﹤0.01% 7898

Other funds holding HEI.A

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Citadel Advisors's HEI.A Position: Q1 2026 in Review

Citadel Advisors increased its HEICO Corp Class A (HEI.A) stake by 368% in Q1 2026, buying an estimated $16.7M and bringing the position to 86,258 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Citadel Advisors first reported a position in HEI.A in Q4 2015 and has held it in 28 quarters since. The position peaked at $51.3M in Q3 2023. 620 funds tracked by Wall St. Rank hold HEI.A as of Q1 2026.

  • Citadel Advisors held 86,258 shares of HEICO Corp Class A worth $18.2M as of Q1 2026.
  • Citadel Advisors bought 67,808 HEICO Corp Class A shares in Q1 2026, an estimated $16.7M.
  • HEICO Corp Class A made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2439 holding.
  • Citadel Advisors first reported a position in HEICO Corp Class A in Q4 2015 and has held it in 28 quarters since.
  • Citadel Advisors's HEICO Corp Class A position peaked at $51.3M in Q3 2023.
  • 620 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.