Skip to content
Disclosery

HEI HEICO CORP NEW

Follow

Stock (common), issuer CIK 46619

695 managers (716 13F filers) reported a position in HEI shares at 2025-09-30, 38,990,435 shares in all. 70 filers opened a position and 55 filers sold out during the quarter.

Managers
695
13F filers
716
New
70
Added
253
Reduced
241
Sold out
55
Shares held by filers
38,990,435

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TD PRIVATE CLIENT WEALTH LLC113$36.5K<0.01%-1113F-HRTimeline
Compass Financial Services Inc110$35.5K0.02%013F-HRTimeline
Quarry LP103$33.2K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.101$32.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$32.3K<0.01%+1213F-HRTimeline
Costello Asset Management, INC100$32.3K0.01%013F-HRTimeline
Berbice Capital Management LLC100$32.3K0.02%new13F-HRTimeline
Binnacle Investments Inc100$32.3K0.02%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.95$31K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.90$29.1K0.01%new13F-HRTimeline
Westside Investment Management, Inc.86$27.5K<0.01%+4313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp84$27.1K<0.01%-413F-HRTimelineGroup
True Wealth Design, LLC81$26.1K0.01%+6013F-HRTimeline
Silicon Valley Capital Partners71$22.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.68$22K<0.01%-8613F-HRTimeline
DT Investment Partners, LLC66$21.3K<0.01%013F-HRTimeline
Root Financial Partners, LLC65$20.9K<0.01%new13F-HRTimeline
Sterling Capital Management LLC64$20.7K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC58$18.7K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56$18K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc55$17.8K<0.01%013F-HRTimeline
IFS Advisors, LLC50$16.1K0.01%013F-HRTimeline
Red Tortoise LLC49$15.8K0.01%013F-HRTimeline
Bogart Wealth, LLC45$14.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC44$14.2K<0.01%013F-HRTimeline
Grove Bank & Trust40$12.9K<0.01%013F-HRTimeline
West Branch Capital LLC40$12.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC40$12.9K<0.01%013F-HRTimeline
Hurley Capital, LLC38$12.3K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA38$12.3K<0.01%-7313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC37$11.9K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC35$11.3K<0.01%new13F-HRTimeline
CVA Family Office, LLC34$11K<0.01%-413F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC32$10.3K<0.01%-1513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30$10K<0.01%013F-HRTimelineGroup
ORG Partners LLC30$9.68K<0.01%+813F-HRTimeline
LRI Investments, LLC29$9.36K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC26$8.41K<0.01%013F-HRTimeline
WPG Advisers, LLC24$7.75K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC23$7.42K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$7.13K<0.01%013F-HRTimeline
Avion Wealth22$7K<0.01%013F-HRTimeline
NFSG Corp21$6.79K<0.01%013F-HRTimeline
FIRST HORIZON CORP21$6.78K<0.01%13F-HRTimeline
Quent Capital, LLC21$6.78K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20$6.46K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV19$6.15K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC19$6.13K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC19$6.13K<0.01%013F-HRTimeline
COUNTRY TRUST BANK18$5.81K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17$5.49K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC17$5.49K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$4.84K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc15$4.84K<0.01%new13F-HRTimeline
Clearstead Trust, LLC13$4.2K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise15$4.06K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC13$4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC11$3.55K<0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC11$3.55K<0.01%+113F-HRTimeline
Manchester Capital Management LLC10$3.23K<0.01%+913F-HRTimeline
Asset Dedication, LLC10$3.23K<0.01%new13F-HRTimeline
Sachetta, LLC10$3.23K<0.01%013F-HRTimeline
Blue Trust, Inc.10$3.23K<0.01%013F-HRTimeline
JPL Wealth Management, LLC8$2.58K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.8$2.58K<0.01%new13F-HRTimeline
IFP Advisors, Inc8$2.58K<0.01%013F-HR/ATimeline
CBIZ Investment Advisory Services, LLC8$2.58K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC7$2.26K<0.01%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC7$2.26K<0.01%013F-HRTimeline
Marquette Asset Management, LLC7$2.26K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6$1.94K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC6$1.94K<0.01%-213F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.87K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC5$1.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC5$1.58K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC4$1.29K<0.01%013F-HRTimeline
Cromwell Holdings LLC4$1.29K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.29K<0.01%+213F-HRTimeline
Cloud Capital Management, LLC6$1K<0.01%new13F-HRTimeline
TOBAM4$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MV CAPITAL MANAGEMENT, INC.3$969<0.01%013F-HRTimeline
Bare Financial Services, Inc3$968<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$968<0.01%+213F-HRTimeline
Quaker Wealth Management, LLC2$646<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.2$646<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC2$646<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$646<0.01%013F-HRTimeline
Essential Partners LLC2$646<0.01%013F-HRTimeline
West Oak Capital, LLC100$3230.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$323<0.01%-213F-HRTimeline
Davis Capital Management1$323<0.01%13F-HRTimeline
American Capital Advisory, LLC1$323<0.01%013F-HRTimeline
Seneschal Advisors, LLC1$323<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$323<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.

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