HEICO CORP (HEI) — Institutional Holders, Q2 2026 (page 10)
1,011 institutional investment managers reported a HEI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $33.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HEI 13F holders ranked 901–1,000 of 1,011
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | OF VERMONT#901 · 66 sh | 66 | $17.0K | — | — |
| 902 | SFAM#902 · 45 sh | 45 | $16.0K | 0.01% | 0.0% |
| 903 | Cornerstone Financial Management#903 · 45 sh | 45 | $16.0K | 0.01% | +25.0% |
| 904 | MEEDER ASSET MANAGEMENT#904 · 45 sh | 45 | $16.0K | <0.01% | +21.6% |
| 905 | FARMERS & MERCHANTS INVESTMENTS#905 · 61 sh | 61 | $15.7K | — | -52.7% |
| 906 | Carolina Wealth Advisors#906 · 61 sh | 61 | $15.7K | — | 0.0% |
| 907 | GILL CAPITAL PARTNERS#907 · 44 sh | 44 | $15.7K | — | +100.0% |
| 908 | ORG Wealth Partners#908 · 60 sh | 60 | $15.5K | <0.01% | 0.0% |
| 909 | Triumph Capital Management#909 · 40 sh | 40 | $14.2K | — | 0.0% |
| 910 | Princeton Global Asset Management#910 · 40 sh | 40 | $14.2K | — | 0.0% |
| 911 | Livforsakringsbolaget Skandia, Omsesidigt#911 · 40 sh | 40 | $14.2K | — | New |
| 912 | RAFFA WEALTH MANAGEMENT#912 · 46 sh | 46 | $14.0K | <0.01% | +12.2% |
| 913 | JNBA Financial Advisors#913 · 38 sh | 38 | $13.5K | <0.01% | 0.0% |
| 914 | SALEM INVESTMENT COUNSELORS#914 · 37 sh | 37 | $13.2K | — | 0.0% |
| 915 | Smithfield#915 · 50 sh | 50 | $13.0K | <0.01% | 0.0% |
| 916 | Trifecta Capital Advisors#916 · 37 sh | 37 | $13.0K | — | +5.7% |
| 917 | Fortitude Family Office#917 · 43 sh | 43 | $13.0K | — | +65.4% |
| 918 | Rialto Wealth Management#918 · 47 sh | 47 | $12.9K | <0.01% | +2250.0% |
| 919 | EDMOND DE ROTHSCHILD HOLDING S.A.#919 · 50 sh | 50 | $12.9K | <0.01% | New |
| 920 | Avion Wealth#920 · 35 sh | 35 | $12.0K | <0.01% | +84.2% |
| 921 | Continuum Advisory#921 · 46 sh | 46 | $11.9K | <0.01% | New |
| 922 | MORGAN DEMPSEY CAPITAL MANAGEMENT#922 · 32 sh | 32 | $11.4K | <0.01% | 0.0% |
| 923 | James T. Borello RIA#923 · 34 sh | 34 | $10.8K | — | -30.6% |
| 924 | Plante Moran Financial Advisors#924 · 30 sh | 30 | $10.6K | <0.01% | New |
| 925 | Essential Partners#925 · 40 sh | 40 | $10.5K | — | +900.0% |
| 926 | Cromwell#926 · 35 sh | 35 | $10.3K | <0.01% | +52.2% |
| 927 | Synergy Investment Management#927 · 33 sh | 33 | $10.0K | <0.01% | New |
| 928 | DELTA ASSET MANAGEMENT#928 · 36 sh | 36 | $9.3K | <0.01% | 0.0% |
| 929 | Valued Wealth Advisors#929 · 26 sh | 26 | $9.3K | <0.01% | 0.0% |
| 930 | JFS WEALTH ADVISORS#930 · 26 sh | 26 | $9.3K | <0.01% | 0.0% |
| 931 | SJS Investment Consulting#931 · 32 sh | 32 | $9.1K | — | +6.7% |
| 932 | FIRST UNITED BANK#932 · 35 sh | 35 | $9.0K | — | 0.0% |
| 933 | Accent Capital Management#933 · 34 sh | 34 | $8.8K | <0.01% | -98.6% |
| 934 | Clearstead#934 · 27 sh | 27 | $8.2K | <0.01% | -12.9% |
| 935 | Beaird Harris Wealth Management#935 · 23 sh | 23 | $8.2K | <0.01% | 0.0% |
| 936 | JPL Wealth Management#936 · 29 sh | 29 | $8.0K | <0.01% | -37.0% |
| 937 | CoreCap Advisors#937 · 25 sh | 25 | $7.6K | — | +38.9% |
| 938 | Ronald Blue#938 · 27 sh | 27 | $7.6K | — | -20.6% |
| 939 | WEST PACES ADVISORS#939 · 29 sh | 29 | $7.5K | — | New |
| 940 | Manchester Capital Management#940 · 25 sh | 25 | $7.4K | — | +8.7% |
| 941 | ZRC WEALTH MANAGEMENT#941 · 26 sh | 26 | $7.3K | — | +550.0% |
| 942 | EASTERN BANK#942 · 19 sh | 19 | $6.8K | — | 0.0% |
| 943 | THURSTON, SPRINGER, MILLER, HERD & TITAK#943 · 26 sh | 26 | $6.7K | — | 0.0% |
| 944 | Bay Harbor Wealth Management#944 · 22 sh | 22 | $6.7K | <0.01% | +57.1% |
| 945 | COUNTRY BANK#945 · 18 sh | 18 | $6.4K | <0.01% | 0.0% |
| 946 | Whipplewood Advisors#946 · 22 sh | 22 | $6.4K | — | -91.1% |
| 947 | BEACON INVESTMENT ADVISORY SERVICES#947 · 24 sh | 24 | $6.2K | — | New |
| 948 | Strengthening Families & Communities#948 · 24 sh | 24 | $6.2K | — | New |
| 949 | AMERIFLEX GROUP#949 · 23 sh | 23 | $6.1K | <0.01% | New |
| 950 | Cranbrook Wealth Management#950 · 17 sh | 17 | $6.1K | <0.01% | 0.0% |
| 951 | UNION SAVINGS BANK#951 · 17 sh | 17 | $6.1K | — | 0.0% |
| 952 | Wealth Enhancement Services#952 · 17 sh | 17 | $6.1K | — | New |
| 953 | Morse Asset Management#953 · 16 sh | 16 | $5.7K | <0.01% | 0.0% |
| 954 | Activest Wealth Management#954 · 21 sh | 21 | $5.4K | — | 0.0% |
| 955 | Axiom Investment Management#955 · 14 sh | 14 | $5.0K | <0.01% | New |
| 956 | Dunhill Financial#956 · 19 sh | 19 | $4.9K | <0.01% | 0.0% |
| 957 | Hughes Financial Services#957 · 17 sh | 17 | $4.9K | <0.01% | +750.0% |
| 958 | Nova Wealth Management#958 · 18 sh | 18 | $4.6K | <0.01% | 0.0% |
| 959 | WEBSTER BANK, N. A.#959 · 17 sh | 17 | $4.4K | <0.01% | New |
| 960 | Ares Financial Consulting#960 · 14 sh | 14 | $4.3K | — | 0.0% |
| 961 | CREATIVE FINANCIAL DESIGNS#961 · 12 sh | 12 | $4.2K | <0.01% | 0.0% |
| 962 | DiNuzzo Private Wealth#962 · 12 sh | 12 | $3.7K | — | 0.0% |
| 963 | POM Investment Strategies#963 · 10 sh | 10 | $3.6K | — | 0.0% |
| 964 | Lodestone Wealth Management#964 · 10 sh | 10 | $3.6K | — | 0.0% |
| 965 | Rakuten Securities#965 · 10 sh | 10 | $3.6K | <0.01% | -41.2% |
| 966 | Bayforest Capital Ltd#966 · 10 sh | 10 | $3.6K | <0.01% | -96.3% |
| 967 | Advocate Investing Services#967 · 12 sh | 12 | $3.1K | <0.01% | 0.0% |
| 968 | American Capital Advisory#968 · 10 sh | 10 | $3.0K | <0.01% | +66.7% |
| 969 | Abound Wealth Management#969 · 11 sh | 11 | $2.9K | — | 0.0% |
| 970 | Barnes Dennig Private Wealth Management#970 · 11 sh | 11 | $2.8K | <0.01% | New |
| 971 | Principia Wealth Advisory#971 · 8 sh | 8 | $2.7K | <0.01% | -33.3% |
| 972 | HFM Investment Advisors#972 · 9 sh | 9 | $2.6K | <0.01% | +125.0% |
| 973 | HM PAYSON#973 · 10 sh | 10 | $2.6K | 0.00% | 0.0% |
| 974 | Bare Financial Services#974 · 8 sh | 8 | $2.6K | <0.01% | +166.7% |
| 975 | Planning Strategies#975 · 9 sh | 9 | $2.5K | — | — |
| 976 | Marquette Asset Management#976 · 7 sh | 7 | $2.5K | — | +16.7% |
| 977 | Silver Grove Financial Group#977 · 7 sh | 7 | $2.5K | <0.01% | New |
| 978 | Bruce G. Allen Investments#978 · 6 sh | 6 | $2.1K | <0.01% | 0.0% |
| 979 | Creative Capital Management Investments#979 · 7 sh | 7 | $2.1K | <0.01% | New |
| 980 | Penserra Capital Management#980 · 9 sh | 9 | $2.0K | 0.00% | 0.0% |
| 981 | CKW FINANCIAL GROUP#981 · 6 sh | 6 | $2.0K | <0.01% | New |
| 982 | Ancora Advisors#982 · 5 sh | 5 | $1.8K | 0.00% | -78.3% |
| 983 | Kilter Group#983 · 5 sh | 5 | $1.8K | <0.01% | New |
| 984 | S&T BANK#984 · 6 sh | 6 | $1.5K | <0.01% | 0.0% |
| 985 | North Star Investment Management#985 · 4 sh | 4 | $1.4K | <0.01% | New |
| 986 | Tradewinds Capital Management#986 · 4 sh | 4 | $1.4K | — | 0.0% |
| 987 | AMERICAN NATIONAL BANK#987 · 4 sh | 4 | $1.4K | — | New |
| 988 | DecisionPoint Financial#988 · 5 sh | 5 | $1.4K | <0.01% | +66.7% |
| 989 | Quaker Wealth Management#989 · 4 sh | 4 | $1.3K | — | -20.0% |
| 990 | LOGAN CAPITAL MANAGEMENT#990 · 5 sh | 5 | $1.3K | 0.00% | New |
| 991 | 1015 Capital Partners#991 · 4 sh | 4 | $1.2K | <0.01% | +33.3% |
| 992 | Downshift Financial#992 · 4 sh | 4 | $1.1K | — | New |
| 993 | Decker Retirement Planning#993 · 4 sh | 4 | $1.1K | — | New |
| 994 | Breakwater Investment Management#994 · 3 sh | 3 | $1.1K | — | New |
| 995 | RICHARDSON FINANCIAL SERVICES#995 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 996 | Davis Capital Management#996 · 3 sh | 3 | $774.00 | — | 0.0% |
| 997 | Cape Investment Advisory#997 · 3 sh | 3 | $774.00 | — | New |
| 998 | Montgomery Financial Services#998 · 3 sh | 3 | $774.00 | <0.01% | — |
| 999 | Trust Co#999 · 2 sh | 2 | $712.00 | — | 0.0% |
| 1000 | Seneschal Advisors#1000 · 2 sh | 2 | $615.00 | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.