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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.A →
Managers holding
20
as of 2026-09-30
Reported value
$110.8M
summed across filings
Shares held
485.5K
Added vs trimmed
7 / 7
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.

ManagerValue
Fenimore Asset Management IncCOM420.4K shtrimmed$96M
Mn Services Vermogensbeheer B.V.CL A21.8K shheld$5M
TrueWealth Advisors, LLCCL A15.2K shheld$3.5M
ARGENT CAPITAL MANAGEMENT LLCCOM10.4K shtrimmed$2.4M
Midwest Financial Partners Investments, Inc.CL A3.4K shheld$785K
Everhart Financial Group, Inc.CL A3K shadded$676.3K
Legacy Wealth Asset Management, LLCCL A2.7K shtrimmed$614.7K
GAMMA Investing LLCCommon Stock2.5K shadded$564.2K
BAKER TILLY WEALTH MANAGEMENT, LLCCL A1.8K shtrimmed$413.2K
Wedmont Private CapitalCL A1.4K shadded$304.6K
ACIMA PRIVATE WEALTH, LLCStock994 shheld$227K
Farther Finance Advisors, LLCStock618 shadded$141.2K
Grove Bank & TrustCL A618 shadded$141.1K
STEPH & COCL A352 shtrimmed$80.4K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock160 shtrimmed$36.5K
GK Wealth Management LLCCL A68 sh—$15.6K
ELEVATION WEALTH PARTNERS, LLCCL A55 shadded$12.6K
TOTH FINANCIAL ADVISORY CORPCL A16 shtrimmed$3.7K
CoreCap Advisors, LLCStock13 shheld$3K
Davis Capital ManagementStock12 shadded$2.7K

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.A

Company overviewEverything on HEI.A in one place, with the price.Funds holding itWhich funds and ETFs hold HEI.A, and how big a bet.LobbyingWhat HEI.A spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on HEI.A's account, and who they worked for.PatentsWhat HEI.A is filing at the patent office.

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