Fisher Asset Management Trims Stake in Heico Corporation

The investment firm reduced its holdings in the aerospace company by 13.6% in the third quarter.

Published on Mar. 3, 2026

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Fisher Asset Management LLC trimmed its stake in shares of Heico Corporation (NYSE:HEI) by 13.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 291,098 shares of the aerospace company's stock, valued at $93.97 million as of its most recent SEC filing.

Why it matters

Heico is a major player in the aerospace and defense industries, providing replacement components, repair services and engineered systems. Changes in ownership stakes by large institutional investors like Fisher Asset Management can signal shifts in market sentiment and future performance expectations for the company.

The details

Fisher Asset Management reduced its position in Heico by selling 45,749 shares during the third quarter. The firm now owns approximately 0.21% of Heico's outstanding stock. Several other institutional investors have also adjusted their holdings in Heico recently, with some adding to their positions and others, like Fisher, reducing their stakes.

  • Fisher Asset Management filed its latest 13F report on March 3, 2026, disclosing the changes to its Heico position in the third quarter of 2025.

The players

Fisher Asset Management LLC

An investment management firm that owns stakes in a variety of public companies, including a sizable position in aerospace firm Heico Corporation.

Heico Corporation

An aerospace, defense and electronics company that designs, manufactures and sells a range of products and provides repair and aftermarket services for the commercial, business aviation, military and space markets.

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The takeaway

The reduction in Fisher Asset Management's Heico holdings, while relatively small, could signal a shift in investor sentiment around the aerospace company's prospects. However, Heico remains a significant holding for the investment firm, and other institutional investors have continued to adjust their positions, both up and down, in recent quarters.