Skip to content
Disclosery

HEI HEICO CORP NEW

Follow

Stock (common), issuer CIK 46619

718 managers (740 13F filers) reported a position in HEI shares at 2026-03-31, 41,004,886 shares in all. 85 filers opened a position and 107 filers sold out during the quarter.

Managers
718
13F filers
740
New
85
Added
247
Reduced
256
Sold out
107
Shares held by filers
41,004,886

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MENDELSON VICTOR Hdirector, officer (Co-COB and Co-CEO), other2026-10-08+795 P$220.3043Form 4
CULLIGAN THOMAS Mdirector2026-10-08+795 P$220.3043Form 4
Hildebrandt Mark Hdirector2026-10-08+795 P$220.3043Form 4
Neitzel Juliedirector2026-10-08+592 P$294.9343Form 4
Fine Carol F.director2026-10-08+795 P$220.3043Form 4
SCHRIESHEIM ALANdirector2026-10-08+795 P$220.3043Form 4
HENRIQUES ADOLFOdirector2026-10-08+795 P$220.3043Form 4
CHERUVATATH NANDAKUMARdirector2026-10-08+795 P$220.3043Form 4

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Goodman Advisory Group, LLC1,932$530K0.14%new13F-HRTimeline
RKL Wealth Management LLC1,930$529K0.05%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,925$528K<0.01%013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC1,903$522K<0.01%+1,02713F-HRTimelineGroup
GAMMA Investing LLC1,874$514K0.02%+17113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,873$514K<0.01%-6613F-HRTimelineGroup
Knollwood Investment Advisory, LLC1,867$512K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,854$508K0.04%+10113F-HRTimeline
MGO ONE SEVEN LLC1,843$505K0.01%-18413F-HRTimeline
Kera Capital Partners, Inc.1,842$505K0.06%-64613F-HRTimeline
San Luis Wealth Advisors LLC1,798$493K0.08%013F-HRTimeline
Fortress Financial Solutions, LLC1,796$493K0.51%+4913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,787$490K0.03%+22813F-HRTimelineGroup
Citizens Business Bank1,773$486K0.08%013F-HRTimeline
Generali Investments CEE, investicni sp…1,767$485K0.03%+59513F-HRTimeline
MBL Wealth, LLC1,756$481K0.04%-6113F-HRTimeline
LJI Wealth Management, LLC1,750$480K0.08%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,718$471K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC1,695$465K<0.01%+1,03013F-HRTimeline
World Investment Advisors1,676$460K0.01%-8413F-HRTimeline
Osmosis Investment Management UK Ltd1,672$458K0.01%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,639$449K<0.01%+1,21013F-HRTimelineGroup
Advisory Services Network, LLC1,637$449K0.01%+12213F-HRTimeline
Atria Investments, Inc1,615$443K<0.01%+34313F-HRTimeline
BARRETT & COMPANY, INC.1,607$441K0.15%+113F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,598$438K0.03%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,574$432K0.01%-13213F-HRTimelineGroup
Hunting Hill Global Capital, LLC1,570$430K0.51%-1,71913F-HRTimeline
Farringdon Capital, Ltd.1,568$430K0.09%new13F-HRTimeline
Sageworth Trust Co1,565$429K0.02%new13F-HRTimeline
Integrated Investment Consultants, LLC1,559$427K0.09%-42513F-HRTimeline
Connecticut Wealth Management, LLC1,557$427K0.02%-6813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,554$426K0.01%+40413F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,527$419K<0.01%-63513F-HRTimelineGroup
Powell Investment Advisors, LLC1,517$416K0.14%+27813F-HRTimeline
SYON CAPITAL LLC1,495$410K0.02%-1,81913F-HRTimeline
Quantitative Investment Management, LLC1,477$404K0.04%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,461$401K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,460$400K0.01%-3013F-HRTimeline
Chicago Partners Investment Group LLC1,438$386K0.01%-40613F-HRTimeline
Crossmark Global Holdings, Inc.1,407$386K0.01%+26613F-HRTimeline
Csenge Advisory Group1,396$383K0.02%-713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,394$382K0.03%-213F-HRTimeline
Clearstead Advisors, LLC1,331$365K<0.01%-613F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC1,326$364K0.09%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,323$363K<0.01%-16013F-HRTimelineGroup
J.Safra Asset Management Corp1,319$362K0.02%new13F-HRTimeline
Baker Avenue Asset Management, LP1,306$358K0.01%-32413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,303$357K0.02%+21113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,300$356K0.04%-5013F-HRTimeline
Yorktown Management & Research Co Inc1,280$351K0.29%013F-HRTimeline
TFB Advisors LLC1,280$351K0.18%-13313F-HRTimeline
Coastal Bridge Advisors, LLC1,276$350K0.02%+3013F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…1,270$348K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd1,269$348K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC1,264$347K<0.01%+31213F-HRTimeline
Caprock Group, LLC1,262$346K0.01%-4,16213F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,261$346K0.02%-113F-HRTimeline
Smartleaf Asset Management LLC1,298$344K0.01%-24013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC1,251$343K<0.01%-36913F-HRTimeline
CWM, LLCin group CWM, LLC1,250$343K<0.01%+3213F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,248$342K<0.01%+7513F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,248$342K0.04%new13F-HRTimeline
North Dakota State Investment Board1,241$340K0.01%-25013F-HRTimeline
Putney Financial Group LLC1,237$339K0.34%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,210$332K0.01%-7713F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,205$330K0.01%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC1,202$330K<0.01%-113F-HRTimeline
Red Spruce Capital, LLC1,197$328K0.13%new13F-HRTimeline
Storgate, LLC1,181$324K0.25%new13F-HRTimeline
Siemens Fonds Invest GmbH1,172$321K0.02%013F-HRTimeline
Parkside Financial Bank & Trust1,171$321K0.02%-21613F-HRTimeline
Rehmann Capital Advisory Group1,171$321K0.02%-7113F-HRTimeline
HB Wealth Management, LLC1,160$318K<0.01%+3413F-HRTimeline
OPTIMIZE FINANCIAL INC.1,157$317K0.16%+15913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,155$317K<0.01%-46213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,139$316K0.17%013F-HRTimeline
Portside Wealth Group, LLC1,133$311K0.04%+8113F-HRTimeline
Mutual Advisors, LLC1,132$310K0.01%-4913F-HRTimeline
CenterBook Partners LP1,123$308K0.02%+28713F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding1,117$306K-2,665Timeline
Layline Advisors, LLC1,112$305K0.34%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,102$302K<0.01%-413F-HRTimelineGroup
Legacy Wealth Asset Management, LLC1,100$302K0.07%+1213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,097$301K0.05%+5013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,087$298K<0.01%-10613F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC1,068$293K0.17%013F-HRTimeline
Firestone Capital Management1,066$292K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC1,055$289K0.02%+33513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,053$289K<0.01%-4,43813F-HRTimelineGroup
Woodline Partners LP1,045$287K<0.01%+25913F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,040$285K<0.01%+66213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,037$284K<0.01%new13F-HRTimeline
E. Ohman J:or Asset Management AB1,028$282K0.01%new13F-HRTimeline
Lombard Odier Asset Management (Switzer…1,027$282K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,020$280K0.01%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,018$279K-16,389Timeline
Versant Capital Management, Inc1,006$276K0.03%-12713F-HRTimeline
NORDEN GROUP LLC1,004$275K0.03%-26813F-HRTimeline
Vestcor Inc1,003$275K0.01%013F-HRTimeline
Cross Staff Investments Inc1,000$274K0.14%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd996$273K<0.01%+9813F-HRTimelineGroup
Keystone Financial Group1,000$270K0.02%013F-HRTimeline
Private Advisory Group LLC981$269K0.02%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC975$267K<0.01%-19813F-HRTimelineGroup
Brooklyn Investment Group965$265K0.01%-8913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC963$264K<0.01%-54313F-HRTimeline
Florida Trust Wealth Management Co962$264K0.01%+2813F-HRTimeline
XML Financial, LLC956$262K0.02%-2513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC956$262K<0.01%+20113F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC942$258K0.09%013F-HRTimeline
Lifeworks Advisors, LLC929$255K0.03%+113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…928$254K<0.01%-5913F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…928$254K0.01%-24613F-HRTimelineGroup
SAPIENT CAPITAL LLC922$253K<0.01%new13F-HR/ATimeline
NOVEM GROUP916$251K0.03%+2013F-HRTimeline
Larson Financial Group LLC911$250K0.01%+71013F-HRTimeline
HighMark Wealth Management LLC904$248K0.1%013F-HRTimeline
Vise Technologies, Inc.765$248K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.899$247K0.01%013F-HRTimeline
MQS Management LLC890$244K0.16%new13F-HRTimeline
Optas, LLC888$243K0.04%-94413F-HRTimeline
Pekin Hardy Strauss, Inc.887$243K0.03%013F-HRTimeline
MONECO ADVISORS, LLC885$243K0.02%+113F-HRTimeline
Essex LLC875$240K0.04%-313F-HRTimeline
Fortis Group Advisors, LLC889$240K0.04%013F-HRTimeline
EFG International AGin group EFG International AG870$240K0.01%+12013F-HRTimelineGroup
Anchor Investment Management, LLC872$239K0.02%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …868$238K<0.01%013F-HRTimelineGroup
CX Institutional868$237K0.01%+6013F-HRTimeline
Clark Asset Management, LLC830$228K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC826$226K0.03%013F-HRTimeline
Frank, Rimerman Advisors LLC825$226K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.823$226K0.01%+10413F-HRTimeline
OXFORD ASSET MANAGEMENT LLP822$225K0.09%-2,84413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…820$225K0.01%+10313F-HR/ATimelineGroup
HUB Investment Partners, LLC812$223K0.01%-41513F-HRTimeline
GREENLEAF TRUST810$222K<0.01%new13F-HRTimeline
DSM CAPITAL PARTNERS LLC807$221K<0.01%+4113F-HRTimeline
Frontier Asset Management, LLC941$219K0.05%-16413F-HRTimeline
AIRE ADVISORS, LLC800$219K0.04%-913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …794$218K<0.01%-513F-HRTimelineGroup
GHP Investment Advisors, Inc.792$217K0.01%013F-HRTimeline
FDx Advisors, Inc.791$217K0.07%-9013F-HRTimeline
AlphaCore Capital LLC785$215K0.01%-18513F-HRTimeline
Jacobi Capital Management LLC782$214K0.01%+2613F-HRTimeline
INVESTMENT HOUSE LLC775$213K0.01%013F-HRTimeline
KPP Advisory Services LLC775$213K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC774$212K0.01%013F-HRTimeline
AUCTUS ADVISORS LLC772$212K0.2%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC769$211K0.01%+213F-HRTimeline
NewEdge Wealth, LLC748$205K<0.01%-36413F-HRTimeline
CERTUITY, LLC739$203K0.01%-23813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT738$202K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK682$187K<0.01%+2813F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI600$165K0.03%013F-HRTimeline
Caitong International Asset Management …562$154K0.03%new13F-HRTimeline
PITTENGER & ANDERSON INC553$152K0.01%+9313F-HRTimeline
IFP Advisors, Inc527$145K<0.01%+48413F-HRTimeline
Mosley Wealth Management446$144K0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.514$141K0.01%-513F-HRTimeline
SBI Securities Co., Ltd.505$138K<0.01%+6813F-HRTimeline
Employees Retirement System of Texas480$132K<0.01%+14913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC480$132K0.01%013F-HRTimeline
AdvisorNet Financial, Inc473$130K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.458$126K<0.01%+313F-HRTimeline
STEPH & CO438$120K0.03%+1313F-HRTimeline
Parallel Advisors, LLC408$112K<0.01%+11113F-HR/ATimeline
PALLADIEM, LLC355$104K0.1%013F-HRTimeline
Park Place Capital Corp379$104K0.02%-1613F-HRTimeline
Aventura Private Wealth, LLC378$104K0.04%+8213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.378$104K<0.01%new13F-HR/ATimelineGroup
Oslo Pensjonsforsikring AS365$100K0.02%+20513F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …344$94.3K<0.01%-18713F-HRTimelineGroup
FIL Ltdin group FIL Ltd340$93.2K<0.01%new13F-HRTimelineGroup
BAYBAN330$90.5K0.08%+5413F-HRTimeline
Covestor Ltd327$90K0.06%+1913F-HRTimeline
Sterling Capital Management LLC305$83.6K<0.01%+113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…305$83.6K0.03%+6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aster Capital Management (DIFC) Ltd312$83.4K0.03%-5213F-HRTimeline
ATWOOD & PALMER INC300$82.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB285$78.1K<0.01%+4113F-HRTimeline
Bayforest Capital Ltd273$74.9K0.08%new13F-HRTimeline
UMB Bank, n.a.252$69.1K<0.01%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BNP PARIBASin group BNP PARIBAS245$67.2K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.232$63.6K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC231$63.3K0.01%-813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …227$62K<0.01%-1,40213F-HRTimelineGroup
Miller Capital Partners, Inc.215$59K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC211$57.9K<0.01%-113F-HRTimeline
Wilmington Savings Fund Society, FSB200$54.8K<0.01%013F-HRTimeline
Andra AP-fonden200$54.8K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…195$53.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…189$51.8K<0.01%-11013F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA185$50.7K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC179$49.4K0.01%-1113F-HRTimeline
MCF Advisors LLC177$48.5K<0.01%new13F-HRTimeline
Arax Advisory Partners171$46.9K<0.01%-14413F-HRTimeline
Hilltop National Bank171$46.9K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors164$45K0.01%-6313F-HRTimelineGroup

Events

  • MENDELSON VICTOR H bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001031082-26-000007

    Accepted , ingested

  • CULLIGAN THOMAS M bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001217585-26-000002

    Accepted , ingested

  • Hildebrandt Mark H bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001445233-26-000002

    Accepted , ingested

  • Neitzel Julie bought 592 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001620811-26-000006

    Accepted , ingested

  • Fine Carol F. bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001960016-26-000002

    Accepted , ingested

  • SCHRIESHEIM ALAN bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001200631-26-000006

    Accepted , ingested

  • HENRIQUES ADOLFO bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001181803-26-000002

    Accepted , ingested

  • CHERUVATATH NANDAKUMAR bought 795 HEI shares on 2026-10-08, Form 4 filed 2026-10-13. 0001698957-26-000008

    Accepted , ingested