HEICO Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in HEICO Corporation
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Quarterly reported holdings in HEICO Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $12M | 34k | 356.19 |
| 2026-03-31 | $5.4M | 20k | 274.20 |
| 2025-12-31 | $5.3M | 17k | 323.58 |
| 2025-09-30 | $3.6M | 11k | 322.82 |
| 2025-06-30 | $2.3M | 7.0k | 328.00 |
| 2025-03-31 | $2.0M | 7.3k | 267.20 |
| 2024-12-31 | $1.4M | 6.0k | 237.73 |
| 2024-09-30 | $1.3M | 4.9k | 261.45 |
| 2024-06-30 | $944k | 4.2k | 223.62 |
| 2024-03-31 | $687k | 3.6k | 191.01 |
| 2023-12-31 | $1.0M | 5.7k | 178.86 |
| 2023-09-30 | $863k | 5.3k | 161.93 |
| 2023-06-30 | $818k | 4.6k | 176.94 |
| 2023-03-31 | $842k | 4.9k | 171.04 |
| 2022-12-31 | $754k | 4.9k | 153.65 |
| 2022-09-30 | $743k | 5.2k | 143.91 |
| 2022-06-30 | $630k | 4.8k | 131.06 |
| 2022-03-31 | $729k | 4.7k | 153.57 |
| 2021-12-31 | $675k | 4.7k | 144.17 |
| 2021-09-30 | $550k | 4.2k | 131.80 |
| 2021-06-30 | $723k | 5.2k | 139.47 |
| 2021-03-31 | $794k | 6.3k | 125.77 |
| 2020-12-31 | $966k | 7.3k | 132.38 |
| 2020-09-30 | $764k | 7.3k | 104.70 |
| 2020-06-30 | $748k | 7.5k | 99.71 |
| 2020-03-31 | $590k | 7.9k | 74.66 |
| 2019-12-31 | $1.0M | 8.9k | 114.13 |
| 2019-09-30 | $1.3M | 11k | 124.91 |
| 2019-06-30 | $1.2M | 8.8k | 133.77 |
| 2019-03-31 | $711k | 7.5k | 94.88 |
| 2018-12-31 | $579k | 7.5k | 77.52 |
| 2018-09-30 | $709k | 7.7k | 92.55 |
| 2018-06-30 | $485k | 6.6k | 72.97 |
| 2018-03-31 | $357k | 4.1k | 86.92 |
| 2017-12-31 | $307k | 3.3k | 94.43 |
| 2017-09-30 | $328k | 3.6k | 89.89 |
| 2017-06-30 | $97k | 1.4k | 71.64 |
| 2017-03-31 | $94k | 1.1k | 86.96 |
| 2016-12-31 | $92k | 1.2k | 77.12 |
| 2016-09-30 | $122k | 1.8k | 69.44 |
| 2016-06-30 | $107k | 1.6k | 67.08 |
| 2016-03-31 | $94k | 1.6k | 60.45 |
| 2015-12-31 | $86k | 1.6k | 54.43 |
| 2015-09-30 | $77k | 1.6k | 48.73 |
| 2015-03-31 | $69k | 1.1k | 61.06 |
| 2014-12-31 | $311k | 5.1k | 60.42 |
| 2014-09-30 | $27k | 568 | 47.54 |
| 2014-06-30 | $30k | 568 | 52.82 |
| 2014-03-31 | $34k | 568 | 59.86 |
| 2013-12-31 | $33k | 568 | 58.10 |
| 2013-09-30 | $31k | 455 | 68.13 |
| 2013-06-30 | $114k | 2.3k | 50.55 |
| 2012-12-31 | $124k | 2.8k | 44.81 |
| 2012-09-30 | $107k | 2.8k | 38.67 |
| 2012-06-30 | $91k | 2.3k | 39.36 |