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Disclosery

HEI-A HEICO CORP NEW

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CL A (common), issuer CIK 46619

Filings received so far for Q3 2026: 42 13F filers report a position in HEI-A shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Fenimore Asset Management Inc420,436$96M2.11%-13,04413F-HRTimeline
Mn Services Vermogensbeheer B.V.21,789$4.97M0.04%013F-HRTimeline
TrueWealth Advisors, LLC15,232$3.48M0.78%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,122$3.11M<0.01%+4,05313F-HRTimeline
Triad Investment Management11,658$2.66M3.53%-4413F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC10,359$2.37M0.08%-29513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,165$2.09M0.11%+60013F-HRTimeline
WASATCH ADVISORS LP8,986$2.05M0.02%-8,79613F-HRTimeline
Midwest Financial Partners Investments,…3,438$785K0.3%013F-HRTimeline
Strategic Advisors LLC3,180$726K0.15%013F-HRTimeline
Everhart Financial Group, Inc.2,962$676K0.04%+1113F-HRTimeline
Legacy Wealth Asset Management, LLC2,692$615K0.13%-8513F-HRTimeline
SAX WEALTH ADVISORS, LLC2,514$574K0.02%new13F-HRTimeline
GAMMA Investing LLC2,471$564K0.02%+41213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,810$413K0.08%-1,39013F-HRTimeline
Wedmont Private Capital1,378$305K0.01%+30513F-HRTimeline
Aaron Wealth Advisors LLC1,225$280K0.01%+32413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,112$254K<0.01%+5713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC1,032$228K0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC994$227K0.07%013F-HRTimeline
Krilogy Financial LLC913$203K0.01%new13F-HRTimeline
Hilltop National Bank823$188K0.04%013F-HRTimeline
Versant Capital Management, Inc729$166K0.01%+23113F-HRTimeline
Farther Finance Advisors, LLC618$141K<0.01%+6413F-HRTimeline
Grove Bank & Trust618$141K0.01%+213F-HRTimeline
STEPH & CO352$80.4K0.02%-22113F-HRTimeline
True Wealth Design, LLC217$49.5K0.01%+7113F-HRTimeline
MassMutual Private Wealth & Trust, FSB160$36.5K<0.01%-713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC99$22.6K0.01%013F-HRTimeline
Essential Partners LLC97$22.1K0.01%+5913F-HRTimeline
MATHER GROUP, LLC.89$20.2K<0.01%+213F-HRTimeline
GK Wealth Management LLC68$15.6K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC55$12.6K<0.01%+3513F-HRTimeline
Fortitude Family Office, LLC26$5.94K<0.01%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…24$5.48K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP16$3.65K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC13$2.97K<0.01%013F-HRTimeline
Davis Capital Management12$2.74K<0.01%+913F-HRTimeline
Meriwether Wealth & Planning, LLC9$2.06K<0.01%new13F-HRTimeline
Planning Strategies Inc.8$1.83K<0.01%+113F-HRTimeline
Downshift Financial, LLC3$685<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2$457<0.01%-113F-HRTimeline