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Disclosery

HEI HEICO CORP NEW

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Stock (common), issuer CIK 46619

Filings received so far for Q3 2026: 33 13F filers report a position in HEI 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
CONGRESS ASSET MANAGEMENT CO204,653$62M0.4%-6,10213F-HRTimeline
Bath Savings Trust Co49,570$15M1.56%+2,54213F-HRTimeline
DUDLEY & SHANLEY, INC.19,000$5.76M0.92%-50013F-HRTimeline
Mn Services Vermogensbeheer B.V.12,535$3.8M0.03%013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC7,000$2.12M0.4%013F-HRTimeline
Mirador Capital Partners LP5,974$1.81M0.21%+23213F-HRTimeline
Midwest Financial Partners Investments,…3,480$1.06M0.41%013F-HRTimeline
GAMMA Investing LLC3,032$919K0.03%+99413F-HRTimeline
Farther Finance Advisors, LLC2,753$835K0.01%+12613F-HRTimeline
Red Spruce Capital, LLC1,657$502K0.18%013F-HRTimeline
Legacy Wealth Asset Management, LLC1,096$332K0.07%+3713F-HRTimeline
Versant Capital Management, Inc1,036$314K0.03%+27013F-HRTimeline
Athena Wealth Management, LLC996$302K0.22%+5513F-HRTimeline
CX Institutional938$276K0.01%+10613F-HRTimeline
City Center Advisors, LLC902$273K0.21%new13F-HRTimeline
Wedmont Private Capital828$245K0.01%+21513F-HRTimeline
NorthCrest Asset Manangement, LLC684$202K<0.01%new13F-HRTimeline
STEPH & CO516$156K0.04%-6813F-HRTimeline
ATWOOD & PALMER INC300$91K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB285$86.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC212$64.3K<0.01%+20013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC88$26.7K0.01%+8213F-HRTimeline
Grove Bank & Trust40$12.1K<0.01%013F-HRTimeline
GK Wealth Management LLC39$11.8K0.01%new13F-HRTimeline
Byrne Asset Management LLC20$6.13K<0.01%new13F-HRTimeline
EASTERN BANK19$5.76K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.17$5.15K<0.01%013F-HRTimeline
Marquette Asset Management, LLC10$3.03K<0.01%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10$3.03K<0.01%new13F-HRTimeline
Davis Capital Management3$910<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3$909<0.01%-113F-HRTimeline
Trust Co2$606<0.01%013F-HRTimeline
Planning Strategies Inc.2$606<0.01%013F-HRTimeline