Mackenzie Financial
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Mackenzie Financial’s HEICO Corp HEI Stock Holding History

Mackenzie Financial’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
Q3 		$1.12M Sell
3,693
-22,175
-86% -$7.54M ﹤0.01% 1177
2026
Q2 		$9.21M Sell
25,868
-36,054
-58% -$11M 0.01% 669
2026
Q1 		$17M Sell
61,922
-74,934
-55% -$24.1M 0.02% 436
2025
Q4 		$44.8M Sell
136,856
-4,053
-3% -$1.28M 0.05% 272
2025
Q3 		$45.5M Sell
140,909
-16,475
-10% -$5.24M 0.06% 260
2025
Q2 		$51.6M Buy
157,384
+4,125
+3% +$1.14M 0.07% 226
2025
Q1 		$40.9M Buy
+153,259
New +$37.3M 0.06% 241
2021
Q1 		– Sell
-10,501
Closed -$1.39M – 1158
2020
Q4 		$1.39M Buy
10,501
+1,319
+14% +$161K ﹤0.01% 666
2020
Q3 		$961K Sell
9,182
-3,527
-28% -$364K ﹤0.01% 673
2020
Q2 		$1.27M Sell
12,709
-57,331
-82% -$5.29M ﹤0.01% 639
2020
Q1 		$5.23M Buy
70,040
+11,810
+20% +$1.29M 0.02% 340
2019
Q4 		$6.65M Buy
58,230
+13,018
+29% +$1.6M 0.02% 392
2019
Q3 		$5.65M Buy
+45,212
New +$6.18M 0.01% 413

Other funds holding HEI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial's HEI Position: Q3 2026 in Review

Mackenzie Financial reduced its HEICO Corp (HEI) stake by 86% in Q3 2026, selling an estimated $7.54M and leaving 3,693 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Mackenzie Financial first reported a position in HEI in Q3 2019 and has held it in 13 quarters since. The position peaked at $51.6M in Q2 2025. 401 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Mackenzie Financial held 3,693 shares of HEICO Corp worth $1.12M as of Q3 2026.
  • Mackenzie Financial sold 22,175 HEICO Corp shares in Q3 2026, an estimated $7.54M.
  • HEICO Corp made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1177 holding.
  • Mackenzie Financial first reported a position in HEICO Corp in Q3 2019 and has held it in 13 quarters since.
  • Mackenzie Financial's HEICO Corp position peaked at $51.6M in Q2 2025.
  • 401 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.