JFG
HEI icon

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
2024
Q1 		– Sell
-10,000
Closed -$1.79M – 1780
2023
Q4 		$1.79M Buy
+10,000
New +$1.69M 0.01% 758

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Jefferies Financial Group's HEI Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in HEICO Corp (HEI) in Q1 2026: 2,208 shares worth $605K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in HEI as recently as Q3 2025.

Jefferies Financial Group first reported a position in HEI in Q4 2023 and has held it in 4 quarters since. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Jefferies Financial Group held 2,208 shares of HEICO Corp worth $605K as of Q1 2026.
  • HEICO Corp was a new Jefferies Financial Group position in Q1 2026.
  • HEICO Corp made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1130 holding.
  • Jefferies Financial Group first reported a position in HEICO Corp in Q4 2023 and has held it in 4 quarters since.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.