HEIA — Heico Corp New Institutional Holders · Q3 2026

Name: Who Owns HEIA? 23 Institutions Hold $111M (Q3 2026)
Creator: ko.io

Who owns Heico Corp New (HEIA)? 23 institutions reported holding $111.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($96.0M), Mn Services Vermogensbeheer B.V. ($5.0M), TrueWealth Advisors, LLC ($3.5M).

Rank	Institution	Value	Shares	Change
1	Fenimore Asset Management Inc	$96.0M	420,436	Trimmed
2	Mn Services Vermogensbeheer B.V.	$5.0M	21,789	Hold
3	TrueWealth Advisors, LLC	$3.5M	15,232	Hold
4	ARGENT CAPITAL MANAGEMENT LLC	$2.4M	10,359	Trimmed
5	Midwest Financial Partners Investments, Inc.	$784,999	3,438	Hold
6	Everhart Financial Group, Inc.	$676,313	2,962	Added
7	Legacy Wealth Asset Management, LLC	$614,735	2,692	Trimmed
8	GAMMA Investing LLC	$564,203	2,471	Added
9	BAKER TILLY WEALTH MANAGEMENT, LLC	$413,172	1,810	Trimmed
10	Wedmont Private Capital	$304,634	1,378	Added
11	ACIMA PRIVATE WEALTH, LLC	$226,960	994	Hold
12	Versant Capital Management, Inc	$166,453	729	Added
13	Farther Finance Advisors, LLC	$141,152	618	Added
14	Grove Bank & Trust	$141,108	618	Added
15	STEPH & CO	$80,372	352	Trimmed
16	MassMutual Private Wealth & Trust, FSB	$36,533	160	Trimmed
17	BURKETT FINANCIAL SERVICES, LLC	$22,616	99	Hold
18	GK Wealth Management LLC	$15,598	68	New
19	ELEVATION WEALTH PARTNERS, LLC	$12,559	55	Added
20	TOTH FINANCIAL ADVISORY CORP	$3,654	16	New
21	CoreCap Advisors, LLC	$2,968	13	Hold
22	Davis Capital Management	$2,740	12	Added
23	Planning Strategies Inc.	$1,827	8	Added

Source: SEC Form 13F filings · as of 2026-09-30