# HEICO CORP NEW (HEI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEI/

- Reporting holders: 30
- Reported value: $92.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $62.0M | 204,653 | 0.4% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $15.0M | 49,570 | 1.6% | 32 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $5.8M | 19,000 | 0.9% | 20 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $2.1M | 7,000 | 0.4% | 9 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.8M | 5,974 | 0.2% | 6 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $1.1M | 3,480 | 0.4% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $919.2K | 3,032 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $834.7K | 2,753 | 0.0% | 16 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $502.4K | 1,657 | 0.2% | 3 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $332.3K | 1,096 | 0.1% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $314.1K | 1,036 | 0.0% | 32 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $302.0K | 996 | 0.2% | 2 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $273.5K | 902 | 0.2% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $245.0K | 828 | 0.0% | 2 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $156.4K | 516 | 0.0% | 6 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $91.0K | 300 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $86.4K | 285 | 0.0% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $64.3K | 212 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $26.7K | 88 | 0.0% | 5 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $12.1K | 40 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $11.8K | 39 | 0.0% | 1 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $6.1K | 20 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $5.8K | 19 | 0.0% | 4 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.2K | 17 | 0.0% | 2 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $3.8K | 12,535 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $92.0M |
| Q2 2026 | 778 | $16.5B |
| Q1 2026 | 739 | $12.0B |
| Q4 2025 | 762 | $13.1B |
| Q3 2025 | 718 | $12.8B |
| Q2 2025 | 711 | $13.2B |
| Q1 2025 | 646 | $10.5B |
| Q4 2024 | 615 | $9.4B |
| Q3 2024 | 590 | $10.0B |
| Q2 2024 | 553 | $8.8B |
| Q1 2024 | 519 | $7.7B |
| Q4 2023 | 501 | $7.0B |