Skip to content
Disclosery

HEI-A HEICO CORP NEW

Follow

CL A (common), issuer CIK 46619

646 managers (669 13F filers) reported a position in HEI-A shares at 2026-06-30, 69,939,290 shares in all. 98 filers opened a position and 53 filers sold out during the quarter.

Managers
646
13F filers
669
New
98
Added
255
Reduced
215
Sold out
53
Shares held by filers
69,939,290

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clearstead Trust, LLC14$3.61K<0.01%-413F-HRTimeline
Financial Network Wealth Advisors LLC13$3.36K<0.01%-913F-HRTimeline
CoreCap Advisors, LLC13$3.35K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC12$3.1K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC12$3.1K<0.01%+1013F-HRTimeline
Advocate Investing Services LLC12$3.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.11$3K<0.01%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management11$2.9K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…11$2.84K<0.01%new13F-HRTimeline
HM PAYSON & CO10$2.58K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…9$2K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP6$2K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC7$1.8K<0.01%013F-HRTimeline
Planning Strategies Inc.7$1.8K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.55K<0.01%013F-HRTimeline
American Capital Advisory, LLC6$1.55K<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC6$1.55K<0.01%+413F-HRTimeline
S&T Bank/PA6$1.55K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC5$1.29K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.4$1.1K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$1.05K<0.01%+113F-HRTimeline
Creative Capital Management Investments…4$1.03K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4$1.03K<0.01%013F-HRTimeline
Avion Wealth4$1K<0.01%013F-HRTimeline
Davis Capital Management3$774<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.3$774<0.01%new13F-HRTimeline
Bare Financial Services, Inc3$774<0.01%new13F-HRTimeline
Downshift Financial, LLC3$774<0.01%new13F-HRTimeline
Montgomery Financial Services LLC3$774<0.01%13F-HRTimeline
West Branch Capital LLC2$516<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC2$516<0.01%new13F-HRTimeline
Nemes Rush Group LLC2$516<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$516<0.01%-613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2$516<0.01%013F-HRTimeline
1015 Capital Partners, LLC2$516<0.01%013F-HRTimeline
Highland Investment Advisors LLC2$516<0.01%13F-HRTimeline
Brooklyn FI, LLC2$489<0.01%new13F-HRTimeline
Cordant, Inc.1$344<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$258<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1$258<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$258<0.01%-113F-HRTimeline
TFC Financial Management, Inc.1$258<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1$258<0.01%-3013F-HRTimeline
Seneschal Advisors, LLC1$258<0.01%013F-HRTimeline
Darwin Wealth Management, LLC0$252<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.