Who Owns HEICO Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in HEICO Corp.

Who crossed 5% of HEI →

Managers holding

as of 2026-09-30

Reported value

$95.5M

summed across filings

Shares held

315K

Added vs trimmed

11 / 4

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
CONGRESS ASSET MANAGEMENT COCOM204.7K shtrimmed	204.7K	$62M	trimmed
Bath Savings Trust CoCommon Stock49.6K shadded	49.6K	$15M	added
DUDLEY & SHANLEY, INC.COM19K shtrimmed	19K	$5.8M	trimmed
Mn Services Vermogensbeheer B.V.COM12.5K shheld	12.5K	$3.8M	held
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM7K shheld	7K	$2.1M	held
Mirador Capital Partners LPCOM6K shadded	6K	$1.8M	added
Midwest Financial Partners Investments, Inc.COM3.5K shheld	3.5K	$1.1M	held
GAMMA Investing LLCCommon Stock3K shadded	3K	$919.2K	added
Farther Finance Advisors, LLCStock2.8K shadded	2.8K	$834.7K	added
Red Spruce Capital, LLCCOM1.7K shheld	1.7K	$502.4K	held
Legacy Wealth Asset Management, LLCCOM1.1K shadded	1.1K	$332.3K	added
Athena Wealth Management, LLCCOM996 shadded	996	$302K	added
City Center Advisors, LLCCOM902 sh—	902	$273.5K	—
Wedmont Private CapitalCOM828 shadded	828	$245K	added
STEPH & COCOM516 shtrimmed	516	$156.4K	trimmed
ATWOOD & PALMER INCCOM300 shheld	300	$91K	held
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock285 shheld	285	$86.4K	held
CoreCap Advisors, LLCStock212 shadded	212	$64.3K	added
ELEVATION WEALTH PARTNERS, LLCCOM88 shadded	88	$26.7K	added
Grove Bank & TrustCOM40 shheld	40	$12.1K	held
GK Wealth Management LLCCOM39 sh—	39	$11.8K	—
Byrne Asset Management LLCCOM20 sh—	20	$6.1K	—
EASTERN BANKCOM19 shheld	19	$5.8K	held
Wealth Enhancement Trust Services, Inc.COM17 sh—	17	$5.2K	—
Marquette Asset Management, LLCCOM10 shadded	10	$3K	added
ARMSTRONG ADVISORY GROUP, INCCOM10 sh—	10	$3K	—
Davis Capital ManagementStock3 shadded	3	$910	added
AMERICAN NATIONAL BANK & TRUSTCOM3 shtrimmed	3	$909	trimmed
Trust CoStock2 shheld	2	$606	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on HEI

Company overviewEverything on HEI in one place, with the price.SEC filingsWhat HEI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat HEI's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold HEI, and how big a bet.

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