Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s HEICO Corp HEI Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$721K Hold
2,628
– – ﹤0.01% 765
2025
Q4 		$850K Hold
2,628
– – ﹤0.01% 711
2025
Q3 		$848K Sell
2,628
-428
-14% -$136K ﹤0.01% 749
2025
Q2 		$1M Buy
+3,056
New +$845K ﹤0.01% 756
2016
Q2 		– Sell
-11,377
Closed -$280K – 1183
2016
Q1 		$280K Buy
+11,377
New +$262K 0.01% 889

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Jacobs Levy Equity Management's HEI Position: Q1 2026 in Review

Jacobs Levy Equity Management held its HEICO Corp (HEI) position steady in Q1 2026 at 2,628 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Jacobs Levy Equity Management first reported a position in HEI in Q1 2016 and has held it in 5 quarters since. The position peaked at $1M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Jacobs Levy Equity Management held 2,628 shares of HEICO Corp worth $721K as of Q1 2026.
  • Jacobs Levy Equity Management left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #765 holding.
  • Jacobs Levy Equity Management first reported a position in HEICO Corp in Q1 2016 and has held it in 5 quarters since.
  • Jacobs Levy Equity Management's HEICO Corp position peaked at $1M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.