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Jefferies Financial Group’s HEICO Corp HEI Stock Holding History

Jefferies Financial Group’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 		$1.3M Buy
3,639
+1,431
+65% +$435K 0.01% 860
2026
Q1 		$605K Buy
+2,208
New +$711K ﹤0.01% 1130
2025
Q4 		– Sell
-1,150
Closed -$371K – 1944
2025
Q3 		$371K Buy
+1,150
New +$366K ﹤0.01% 1158
2025
Q2 		– Sell
-1,828
Closed -$488K – 1531
2025
Q1 		$488K Buy
+1,828
New +$445K ﹤0.01% 1049
2024
Q1 		– Sell
-1,136
Closed -$203K – 1781
2023
Q4 		$203K Buy
+1,136
New +$192K ﹤0.01% 1470

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Jefferies Financial Group's HEI Position: Q2 2026 in Review

Jefferies Financial Group increased its HEICO Corp (HEI) stake by 65% in Q2 2026, buying an estimated $435K and bringing the position to 3,639 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #860.

Jefferies Financial Group first reported a position in HEI in Q4 2023 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Jefferies Financial Group held 3,639 shares of HEICO Corp worth $1.3M as of Q2 2026.
  • Jefferies Financial Group bought 1,431 HEICO Corp shares in Q2 2026, an estimated $435K.
  • HEICO Corp made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #860 holding.
  • Jefferies Financial Group first reported a position in HEICO Corp in Q4 2023 and has held it in 5 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.