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Public ownership evidence

HEICO Corporation (HEI) Ownership Disclosures

Read HEI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2945$16,029None
Cornerstone Financial Management LLC2026-03-312026-08-2936$9,871None
Cornerstone Financial Management LLC2025-12-312026-08-2932$10,355None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-281,153$410,687None
Advisors Asset Management, Inc.2021-12-312026-08-2818,411$2,655,234None
Advisors Asset Management, Inc.2022-12-312026-08-2817,436$2,678,867None
Advisors Asset Management, Inc.2020-06-302026-08-2826,107$2,601,563None
Advisors Asset Management, Inc.2022-06-302026-08-2817,101$2,242,000None
Advisors Asset Management, Inc.2021-09-302026-08-2819,040$2,511,000None
Corient Private Wealth LP2026-06-302026-08-28129,017$45,954,659None
Corient Private Wealth LP2026-06-302026-08-281,627$579,521None
Principia Wealth Advisory, LLC2026-06-302026-08-276$2,137None
Principia Wealth Advisory, LLC2026-03-312026-08-274$1,097None
Advisors Asset Management, Inc.2024-03-312026-08-2715,926$3,041,866None
Advisors Asset Management, Inc.2025-03-312026-08-2720,517$5,481,937None
Advisors Asset Management, Inc.2022-09-302026-08-2716,757$2,413,000None
Advisors Asset Management, Inc.2020-12-312026-08-2720,653$2,734,000None
Advisors Asset Management, Inc.2022-03-312026-08-2719,006$2,918,181None
Advisors Asset Management, Inc.2023-06-302026-08-2716,915$2,992,940None
Advisors Asset Management, Inc.2023-09-302026-08-2716,040$2,597,357None
Advisors Asset Management, Inc.2023-03-312026-08-2717,460$2,986,358None
Advisors Asset Management, Inc.2021-03-312026-08-2720,037$2,520,655None
Advisors Asset Management, Inc.2021-06-302026-08-2721,419$2,986,000None
Advisors Asset Management, Inc.2020-09-302026-08-2722,197$2,323,138None
Advisors Asset Management, Inc.2025-09-302026-08-2724,033$7,758,333None
Advisors Asset Management, Inc.2023-12-312026-08-2715,378$2,750,663None
Dakota Wealth Management2025-09-302026-08-275,060$1,633,490None
Dakota Wealth Management2025-12-312026-08-275,190$1,679,452None
Advisors Asset Management, Inc.2019-12-312026-08-2635,091$4,005,638None
Advisors Asset Management, Inc.2025-06-302026-08-2522,736$7,457,408None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2574,241$26,443,902None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2526,443,902$74,241,000None
Advisors Asset Management, Inc.2024-09-302026-08-2218,334$4,793,974None
Advisors Asset Management, Inc.2024-06-302026-08-2217,730$3,964,605None
Advisors Asset Management, Inc.2024-12-312026-08-2220,258$4,816,137None
Advisors Asset Management, Inc.2025-12-312026-08-2225,309$8,189,739None
Advisors Asset Management, Inc.2020-03-312026-08-2231,956$2,384,237None
Layline Advisors, LLC2026-06-302026-08-21656$233,708None
Harvest Fund Management Co., Ltd2026-06-302026-08-21225$80,000None
Rehmann Capital Advisory Group2026-06-302026-08-211,122$399,645None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2122$7,836None
Archer Investment Corp2026-06-302026-08-20936$333,394None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,326$1,897,165None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,598$1,280,385None
Advisors Asset Management, Inc.2019-03-312026-08-1959,801$5,673,321None
Advisors Asset Management, Inc.2019-09-302026-08-1937,974$4,742,193None
Advisors Asset Management, Inc.2019-06-302026-08-1946,952$6,282,647None
Liontrust Investment Partners LLP2026-06-302026-08-1983,537$29,744,184None
Ensign Peak Advisors, Inc2026-03-312026-08-1913,782$3,779,024None
Ensign Peak Advisors, Inc2025-12-312026-08-1915,527$5,024,382None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.