Who Owns HEICO CORP NEW (HEI)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $102.4M of HEICO CORP NEW (HEI) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($75.1M), CARDEROCK CAPITAL MANAGEMENT INC ($14.3M), Hennion & Walsh Asset Management, Inc. ($4.3M), BRIGHT ROCK CAPITAL MANAGEMENT, LLC ($2.5M), Mirador Capital Partners LP ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONGRESS ASSET MANAGEMENT CO$75.1M210,755Added
2CARDEROCK CAPITAL MANAGEMENT INC$14.3M40,081Added
3Hennion & Walsh Asset Management, Inc.$4.3M11,937Added
4BRIGHT ROCK CAPITAL MANAGEMENT, LLC$2.5M7,000Hold
5Mirador Capital Partners LP$2.0M5,742Added
6Baron Wealth Management LLC$752,6292,113Trimmed
7GAMMA Investing LLC$725,9152,038Added
8Red Spruce Capital, LLC$590,2071,657Added
9PensionDanmark Pensionsforsikringsaktieselskab$452,3611,270New
10TRUST POINT INC.$406,4111,141Trimmed
11Clark Asset Management, LLC$298,131837Added
12CX Institutional$295,000832Trimmed
13Versant Capital Management, Inc$272,842766Trimmed
14HARBOR INVESTMENT ADVISORY, LLC$170,971480Hold
15ATWOOD & PALMER INC$106,857300Hold
16MassMutual Private Wealth & Trust, FSB$101,514285Hold
17Hilltop National Bank$60,908171Hold
18Arlington Trust Co LLC$30,98987Hold
19Grove Bank & Trust$14,24840Hold
20Beaird Harris Wealth Management, LLC$8,19323Hold
21EASTERN BANK$6,76819Hold
22CoreCap Advisors, LLC$4,27412Added
23ELEVATION WEALTH PARTNERS, LLC$2,1386Added
24Assenagon Asset Management S.A.$00Exited

Source: SEC Form 13F filings · as of 2026-06-30