# HEICO CORP NEW (HEIA)

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

- Reporting holders: 22
- Reported value: $106.1M
- 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 |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $96.0M | 420,436 | 2.1% | 25 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $3.5M | 15,232 | 0.8% | 20 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $2.4M | 10,359 | 0.1% | 5 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $785.0K | 3,438 | 0.3% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $676.3K | 2,962 | 0.0% | 12 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $614.7K | 2,692 | 0.1% | 13 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $564.2K | 2,471 | 0.0% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $413.2K | 1,810 | 0.1% | 24 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $304.6K | 1,378 | 0.0% | 2 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $227.0K | 994 | 0.1% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $166.5K | 729 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $141.2K | 618 | 0.0% | 16 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $141.1K | 618 | 0.0% | 5 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $80.4K | 352 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $36.5K | 160 | 0.0% | 20 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $22.6K | 99 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $15.6K | 68 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $12.6K | 55 | 0.0% | 2 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $5.0K | 21,789 | 0.0% | 18 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $3.7K | 16 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.0K | 13 | 0.0% | 9 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $2.7K | 12 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.8K | 8 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $106.1M |
| Q2 2026 | 667 | $18.7B |
| Q1 2026 | 621 | $14.7B |
| Q4 2025 | 615 | $17.8B |
| Q3 2025 | 585 | $17.9B |
| Q2 2025 | 568 | $19.7B |
| Q1 2025 | 543 | $15.8B |
| Q4 2024 | 502 | $13.8B |
| Q3 2024 | 502 | $15.4B |
| Q2 2024 | 456 | $13.6B |
| Q1 2024 | 431 | $11.9B |
| Q4 2023 | 428 | $10.5B |