$HEI is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.25%, with an average of 0.12% of portfolio. Largest holder: Kingdon Capital Management, L.l.c. at 1.25%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
HEICO CORP NEW COM
13F holders
746
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 746 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
—
—
02
Banyan Capital Management, Inc.
—
—
03
Augustine Asset Management Inc.
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Leuthold Group, LLC
—
—
07
Townsend & Associates, Inc
—
—
08
Massachusetts Institute of Technology
—
—
09
Softbank Group Corp.
—
—
10
Strs Ohio
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Kingdon Capital Management, L.l.c.
1.25% held
α +12.8pts
02
Erste Asset Management GmbH
0.21% NEW
α +33.4pts
03
Nikko Asset Management Americas, Inc.
0.10% NEW
α +22.1pts
04
Oxford Asset Management LLP
0.10% held
α +10.3pts
05
Voloridge Investment Management, LLC
0.03% held
α +15.5pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
07
GM Advisory Group, LLC
0.03% held
α +16.5pts
08
WINTON GROUP Ltd
0.02% held
α +27.0pts
09
Citigroup Inc.
0.01% held
α +26.3pts
10
Costello Asset Management, INC
0.01% held
α +14.3pts
11
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
12
Pittenger & Anderson Inc.
0.01% held
α +21.3pts
13
Level Financial Advisors
0.00% held
α +30.9pts
14
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
15
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $HEI in the recent window.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $HEI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $HEI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:56 UTC.