HEICO CORP (HEI) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,011
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | SIGNATUREFD#601 · 1,868 sh | 1,868 | $645.9K | — | +12.7% |
| 602 | NICOLET BANKSHARES#602 · 2,442 sh | 2,442 | $641.3K | 0.02% | +60.4% |
| 603 | MASTERINVEST Kapitalanlage GmbH#603 · 2,092 sh | 2,092 | $641.0K | 0.06% | -9.4% |
| 604 | San Luis Wealth Advisors#604 · 1,798 sh | 1,798 | $640.4K | — | 0.0% |
| 605 | Fieldview Capital Management#605 · 1,794 sh | 1,794 | $639.0K | 0.18% | New |
| 606 | Premier Path Wealth Partners#606 · 2,477 sh | 2,477 | $638.8K | — | 0.0% |
| 607 | Lido Advisors#607 · 1,790 sh | 1,790 | $637.7K | <0.01% | +55.0% |
| 608 | Fortune Financial Advisors#608 · 1,789 sh | 1,789 | $637.3K | 0.27% | New |
| 609 | Brevan Howard Capital Management#609 · 1,781 sh | 1,781 | $634.4K | <0.01% | New |
| 610 | Citizens Business Bank#610 · 1,773 sh | 1,773 | $631.5K | 0.10% | 0.0% |
| 611 | Generali Investments CEE, investicni spolecnost, a.s.#611 · 1,767 sh | 1,767 | $629.4K | — | 0.0% |
| 612 | Advisory Advocates#612 · 1,756 sh | 1,756 | $625.5K | 0.54% | New |
| 613 | MBL Wealth#613 · 1,749 sh | 1,749 | $623.0K | — | -0.4% |
| 614 | LOOMIS SAYLES & L P#614 · 1,718 sh | 1,718 | $611.9K | <0.01% | 0.0% |
| 615 | LJI Wealth Management#615 · 1,700 sh | 1,700 | $605.5K | 0.08% | -2.9% |
| 616 | Private Wealth Group#616 · 2,333 sh | 2,333 | $601.7K | — | 0.0% |
| 617 | Meeder Advisory Services#617 · 2,084 sh | 2,084 | $595.5K | 0.02% | New |
| 618 | Red Spruce Capital#618 · 1,657 sh | 1,657 | $590.2K | — | +38.4% |
| 619 | MONECO Advisors#619 · 1,943 sh | 1,943 | $590.0K | 0.04% | +0.7% |
| 620 | FOX RUN MANAGEMENT, L.L.C.#620 · 1,656 sh | 1,656 | $589.9K | 0.10% | New |
| 621 | Smartleaf Asset Management#621 · 1,815 sh | 1,815 | $586.4K | 0.02% | 0.0% |
| 622 | Osmosis Investment Management UK Ltd#622 · 1,924 sh | 1,924 | $576.7K | 0.03% | -61.0% |
| 623 | Pitcairn Wealth Advisors#623 · 2,208 sh | 2,208 | $569.5K | 0.06% | New |
| 624 | Wealthcare Advisory Partners#624 · 1,852 sh | 1,852 | $555.7K | — | +0.9% |
| 625 | Integrated Investment Consultants#625 · 1,560 sh | 1,560 | $555.7K | 0.11% | +0.1% |
| 626 | Applied Finance Capital Management#626 · 1,560 sh | 1,560 | $555.7K | 0.04% | New |
| 627 | Connecticut Wealth Management#627 · 1,557 sh | 1,557 | $554.6K | — | 0.0% |
| 628 | BOOTHBAY FUND MANAGEMENT#628 · 1,831 sh | 1,831 | $547.1K | <0.01% | New |
| 629 | Powell Investment Advisors#629 · 1,517 sh | 1,517 | $540.3K | — | 0.0% |
| 630 | Crestwood Advisors Group#630 · 2,081 sh | 2,081 | $536.7K | <0.01% | +14.7% |
| 631 | AA Financial Advisors#631 · 2,077 sh | 2,077 | $535.7K | — | -14.0% |
| 632 | TFB Advisors#632 · 1,449 sh | 1,449 | $516.1K | 0.23% | +13.2% |
| 633 | Cynosure Management#633 · 1,979 sh | 1,979 | $510.4K | 0.08% | New |
| 634 | BRADLEY FOSTER & SARGENT#634 · 1,422 sh | 1,422 | $506.5K | <0.01% | -8.5% |
| 635 | Csenge Advisory Group#635 · 1,409 sh | 1,409 | $502.0K | 0.02% | +0.9% |
| 636 | J.Safra Asset Management#636 · 1,401 sh | 1,401 | $499.0K | 0.02% | +6.2% |
| 637 | MEITAV INVESTMENT HOUSE LTD#637 · 1,396 sh | 1,396 | $497.2K | <0.01% | New |
| 638 | Chicago Partners Investment Group#638 · 1,459 sh | 1,459 | $496.9K | — | +1.5% |
| 639 | FINANCIAL CONSULATE#639 · 1,923 sh | 1,923 | $496.0K | — | -2.1% |
| 640 | Aristides Capital#640 · 1,910 sh | 1,910 | $492.6K | 0.10% | 0.0% |
| 641 | OLD NATIONAL BANCORP#641 · 1,664 sh | 1,664 | $491.8K | — | +58.2% |
| 642 | Vestmark Advisory Solutions#642 · 1,906 sh | 1,906 | $491.6K | <0.01% | -28.1% |
| 643 | Wedmont Private Capital#643 · 1,686 sh | 1,686 | $487.7K | — | New |
| 644 | Centiva Capital#644 · 1,368 sh | 1,368 | $487.3K | <0.01% | New |
| 645 | MOODY ALDRICH PARTNERS#645 · 1,877 sh | 1,877 | $484.1K | 0.09% | -0.3% |
| 646 | QUADRANT CAPITAL GROUP#646 · 1,353 sh | 1,353 | $481.9K | — | -44.7% |
| 647 | CLEAR WAVE WEALTH MANAGEMENT#647 · 1,348 sh | 1,348 | $480.1K | 0.09% | +1.7% |
| 648 | TRANSCEND WEALTH COLLECTIVE#648 · 1,845 sh | 1,845 | $475.9K | 0.03% | New |
| 649 | GARRISON BRADFORD & ASSOCIATES#649 · 1,825 sh | 1,825 | $470.7K | 0.51% | 0.0% |
| 650 | World Investment Advisors#650 · 1,689 sh | 1,689 | $470.2K | <0.01% | +0.8% |
| 651 | Aster Capital Management (DIFC) Ltd#651 · 1,338 sh | 1,338 | $467.5K | 0.10% | +328.8% |
| 652 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#652 · 1,300 sh | 1,300 | $463.0K | 0.04% | New |
| 653 | GEORGE KAISER FAMILY FOUNDATION#653 · 1,300 sh | 1,300 | $463.0K | 0.04% | New |
| 654 | Coastal Bridge Advisors#654 · 1,282 sh | 1,282 | $456.7K | 0.03% | +0.5% |
| 655 | Yorktown Management & Research#655 · 1,280 sh | 1,280 | $455.9K | 0.28% | 0.0% |
| 656 | KEB ASSET MANAGEMENT#656 · 1,752 sh | 1,752 | $451.7K | 0.07% | -1.0% |
| 657 | BRIGHTON JONES#657 · 1,727 sh | 1,727 | $445.4K | <0.01% | New |
| 658 | MARINO, STRAM & ASSOCIATES#658 · 1,490 sh | 1,490 | $445.3K | — | New |
| 659 | SageView Advisory Group#659 · 1,711 sh | 1,711 | $441.3K | 0.01% | +0.6% |
| 660 | Putney Financial Group#660 · 1,237 sh | 1,237 | $440.6K | 0.40% | 0.0% |
| 661 | Proficio Capital Partners#661 · 1,488 sh | 1,488 | $440.3K | 0.02% | New |
| 662 | Militia Capital Management#662 · 1,236 sh | 1,236 | $440.3K | 0.01% | New |
| 663 | Morningstar Investment Management#663 · 1,598 sh | 1,598 | $438.2K | 0.03% | 0.0% |
| 664 | FSM Wealth Advisors#664 · 1,692 sh | 1,692 | $436.3K | 0.05% | +6.4% |
| 665 | OpenArc Corporate Advisory#665 · 1,681 sh | 1,681 | $433.5K | — | -2.8% |
| 666 | Phoenix Financial Ltd.#666 · 1,220 sh | 1,220 | $433.3K | <0.01% | New |
| 667 | Van Hulzen Asset Management#667 · 1,210 sh | 1,210 | $431.0K | 0.03% | New |
| 668 | Prime Capital Investment Advisors#668 · 1,210 sh | 1,210 | $431.0K | — | +0.7% |
| 669 | EverSource Wealth Advisors#669 · 1,372 sh | 1,372 | $423.6K | 0.01% | -92.1% |
| 670 | Larry Mathis Financial Planning#670 · 1,628 sh | 1,628 | $419.9K | — | +16.5% |
| 671 | Legacy Capital Wealth Partners#671 · 1,620 sh | 1,620 | $417.8K | — | +2.3% |
| 672 | OAK RIDGE INVESTMENTS#672 · 1,169 sh | 1,169 | $416.4K | 0.02% | -7.3% |
| 673 | Argent#673 · 1,610 sh | 1,610 | $415.2K | 0.01% | New |
| 674 | DSM CAPITAL PARTNERS#674 · 1,155 sh | 1,155 | $411.4K | <0.01% | +43.1% |
| 675 | Sound Capital Solutions#675 · 1,153 sh | 1,153 | $410.5K | 0.10% | — |
| 676 | Orion Porfolio Solutions#676 · 1,373 sh | 1,373 | $409.3K | <0.01% | New |
| 677 | LAZARD ASSET MANAGEMENT#677 · 1,245 sh | 1,245 | $409.2K | <0.01% | -42.3% |
| 678 | MARK SHEPTOFF FINANCIAL PLANNING#678 · 1,139 sh | 1,139 | $405.7K | 0.22% | 0.0% |
| 679 | HENGEHOLD CAPITAL MANAGEMENT#679 · 1,134 sh | 1,134 | $403.9K | — | -51.4% |
| 680 | Versant Capital Management#680 · 1,264 sh | 1,264 | $401.3K | — | -22.8% |
| 681 | Rehmann Capital Advisory Group#681 · 1,122 sh | 1,122 | $399.6K | 0.02% | -4.2% |
| 682 | SYON CAPITAL#682 · 1,120 sh | 1,120 | $398.9K | 0.02% | -25.1% |
| 683 | FIDUCIARY#683 · 1,102 sh | 1,102 | $392.5K | <0.01% | 0.0% |
| 684 | ROTHSCHILD INVESTMENT#684 · 1,438 sh | 1,438 | $391.3K | 0.01% | +246.5% |
| 685 | Sivia Capital Partners#685 · 1,517 sh | 1,517 | $391.2K | 0.05% | New |
| 686 | J.W. COLE ADVISORS#686 · 1,088 sh | 1,088 | $387.6K | <0.01% | New |
| 687 | Leonard Rickey Investment Advisors P.L.L.C.#687 · 1,088 sh | 1,088 | $387.5K | 0.06% | -0.8% |
| 688 | Employees Retirement System of Texas#688 · 1,297 sh | 1,297 | $382.0K | <0.01% | 0.0% |
| 689 | RPS ADVISORY SOLUTIONS#689 · 1,068 sh | 1,068 | $380.4K | 0.25% | 0.0% |
| 690 | SOMERVILLE KURT F#690 · 1,474 sh | 1,474 | $380.2K | 0.09% | 0.0% |
| 691 | Firestone Capital Management#691 · 1,066 sh | 1,066 | $379.7K | 0.07% | 0.0% |
| 692 | Cardinal Point Capital Management, ULC#692 · 1,055 sh | 1,055 | $375.8K | — | 0.0% |
| 693 | Optas#693 · 1,054 sh | 1,054 | $375.4K | 0.05% | +18.7% |
| 694 | Mutual Advisors#694 · 1,053 sh | 1,053 | $375.1K | <0.01% | -7.0% |
| 695 | TEACHER RETIREMENT SYSTEM OF TEXAS#695 · 1,444 sh | 1,444 | $372.4K | <0.01% | +27.9% |
| 696 | WEALTH ALLIANCE#696 · 1,443 sh | 1,443 | $372.2K | 0.03% | +2.8% |
| 697 | RWA WEALTH PARTNERS#697 · 1,438 sh | 1,438 | $370.9K | <0.01% | +0.1% |
| 698 | AlphaCore Capital#698 · 1,092 sh | 1,092 | $368.6K | <0.01% | +37.4% |
| 699 | CAPSTONE INVESTMENT ADVISORS#699 · 1,030 sh | 1,030 | $366.9K | <0.01% | New |
| 700 | Anchor Investment Management#700 · 1,069 sh | 1,069 | $362.3K | 0.03% | +1.1% |
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.