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Disclosery

HEI HEICO CORP NEW

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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
Truvestments Capital LLC145$39.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management145$39.6K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO135$37.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.119$33K0.01%013F-HRTimeline
Sunbelt Securities, Inc.118$32.4K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC113$31K<0.01%-413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.112$30.7K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.104$28.5K<0.01%+8413F-HRTimelineGroup
LANARK FINANCIAL, INC.101$27.8K<0.01%013F-HRTimeline
Costello Asset Management, INC100$27.4K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC100$27.4K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…92$25.2K<0.01%+1513F-HRTimeline
Greykasell Wealth Strategies, Inc.90$24.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC87$23.9K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.86$23.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp84$23K<0.01%013F-HRTimelineGroup
Board of the Pension Protection Fund80$21.9K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.76$20.8K0.02%-2313F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST72$19.7K0.01%13F-HRTimeline
Silicon Valley Capital Partners71$19.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.67$18.4K<0.01%+613F-HRTimeline
Whipplewood Advisors, LLC63$17.3K0.01%new13F-HRTimeline
CVA Family Office, LLC59$16.2K<0.01%+2313F-HRTimeline
Financial Network Wealth Advisors LLC58$15.9K0.02%013F-HRTimeline
Root Financial Partners, LLC57$15.6K<0.01%+913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56$15.5K<0.01%013F-HRTimeline
Richardson Capital Management LLC73$15.4K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc55$15.1K<0.01%-2613F-HRTimeline
IFS Advisors, LLC50$13.7K0.01%013F-HRTimeline
Bogart Wealth, LLC49$13.4K<0.01%+413F-HRTimeline
Red Tortoise LLC49$13.4K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48$13.2K<0.01%-2213F-HRTimeline
SFAM, LLC45$12.3K0.01%013F-HRTimeline
MATHER GROUP, LLC.44$12.1K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC41$12K<0.01%013F-HRTimeline
Grove Bank & Trust40$11K<0.01%013F-HRTimeline
Triumph Capital Management40$11K<0.01%+3713F-HRTimeline
Princeton Global Asset Management LLC40$11K<0.01%013F-HRTimeline
Key Financial Inc40$11K<0.01%new13F-HRTimeline
JNBA Financial Advisors38$10.4K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37$10.1K<0.01%new13F-HR/ATimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.37$10.1K<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC36$9.87K0.01%+413F-HR/ATimeline
Trifecta Capital Advisors, LLC35$9.6K<0.01%013F-HRTimeline
SHP Wealth Management33$9.14K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC32$8.77K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…32$8.77K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC31$8.5K<0.01%-4913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30$8K<0.01%013F-HRTimelineGroup
LRI Investments, LLC29$7.95K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC26$7.14K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC26$7.13K<0.01%+113F-HRTimeline
Intentional Wealth Strategies, LLC25$6.86K0.01%13F-HRTimeline
WPG Advisers, LLC24$6.58K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA23$6.31K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23$6.31K<0.01%+1813F-HRTimelineGroup
SJS Investment Consulting Inc.23$6.31K<0.01%-13413F-HRTimeline
Beaird Harris Wealth Management, LLC23$6.31K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC22$6.03K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21$5.76K<0.01%+1113F-HRTimelineGroup
Quent Capital, LLC21$5.76K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC20$5.48K<0.01%+113F-HRTimeline
EASTERN BANK19$5.21K<0.01%013F-HRTimeline
Rossby Financial, LCC18$4.96K<0.01%+813F-HRTimeline
COUNTRY TRUST BANK18$4.94K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC17$4.66K<0.01%013F-HRTimeline
UNION SAVINGS BANK17$4.66K<0.01%013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding17$4.66K-1,858Timeline
Morse Asset Management, Inc16$4.39K<0.01%+113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$4.11K<0.01%013F-HRTimelineGroup
Avion Wealth15$4K<0.01%-513F-HRTimeline
Capital Advisors, Ltd. LLC13$4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC14$3.84K<0.01%+313F-HRTimeline
Clearstead Trust, LLC13$3.56K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC13$3.56K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$3.02K<0.01%013F-HRTimeline
FIRST HORIZON CORP11$3.02K<0.01%013F-HRTimeline
Blue Trust, Inc.11$2.97K<0.01%013F-HRTimeline
Asset Dedication, LLC10$2.74K<0.01%013F-HRTimeline
POM Investment Strategies, LLC10$2.74K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC10$2.74K<0.01%013F-HR/ATimeline
Sachetta, LLC9$2.47K<0.01%-113F-HRTimeline
JPL Wealth Management, LLC8$2.19K<0.01%new13F-HR/ATimeline
Ares Financial Consulting, LLC7$1.93K<0.01%013F-HRTimeline
Cromwell Holdings LLC7$1.92K<0.01%+313F-HRTimeline
Wall Street Financial Group, Inc.7$1.92K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…7$1.92K<0.01%-613F-HRTimeline
Marquette Asset Management, LLC6$1.65K<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.65K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6$1.65K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC6$1.65K<0.01%-8513F-HRTimeline
Bruce G. Allen Investments, LLC6$1.65K<0.01%013F-HRTimeline
Key Capital Management, INC5$1.37K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC5$1.36K<0.01%013F-HRTimeline
Manchester Capital Management LLC4$1.1K<0.01%+213F-HRTimeline
Tradewinds Capital Management, LLC4$1.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.4$1.1K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4$1.1K<0.01%-2013F-HRTimeline
Principia Wealth Advisory, LLC4$1.1K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$823<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$823<0.01%+113F-HRTimeline
Bare Financial Services, Inc3$823<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC3$822<0.01%-313F-HRTimeline
Physician Wealth Advisors, Inc.2$549<0.01%-2913F-HRTimeline
Trust Co2$548<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$548<0.01%-613F-HRTimeline
Essential Partners LLC2$548<0.01%013F-HRTimeline
American Capital Advisory, LLC1$275<0.01%013F-HRTimeline
Seneschal Advisors, LLC1$275<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$275<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$274<0.01%013F-HRTimeline
Elequin Capital, LP1$274<0.01%new13F-HRTimeline
Davis Capital Management1$274<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$274<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC1$274<0.01%new13F-HRTimeline
1015 Capital Partners, LLC1$274<0.01%-113F-HRTimeline
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
DIAMANT ASSET MANAGEMENT, INC.763,647$764K+760,68713F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and 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