HEICO Corporation
US ˙ NYSE ˙ US4228061093

SecurityHEI / HEICO Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership527 shares
Latest Disclosed Value $ 144,503
IFP Advisors, Inc reports 1,125.58% increase in ownership of HEI / HEICO Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 527 shares of HEICO Corporation (US:HEI) valued at $144,503 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 43 shares of HEICO Corporation. This represents a change in shares of 1,125.58% during the quarter. The current value of the position is $173,441 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F HEICO CORP cs 422806109 527 484 1,125.58 145 1,007.69 0.0030
2026-02-06 2025-12-31 13F HEICO CORP cs 422806109 43 35 437.50 14 550.00 0.0003
2026-02-06 2025-09-30 13F/A-1 HEICO CORP cs 422806109 8 0 0.00 3 0.00 0.0001
2025-12-02 2025-09-30 13F HEICO CORP cs 422806109 8 0 3 0.0001
2025-07-24 2025-06-30 13F HEICO CORP cs 422806109 8 -704 -98.88 3 -98.95 0.0001
2025-05-05 2025-03-31 13F HEICO CORP cs 422806109 712 -136 -16.04 190 -5.47 0.0059
2025-02-04 2024-12-31 13F HEICO CORP cs 422806109 848 32 3.92 202 -5.63 0.0066
2025-02-04 2024-09-30 13F HEICO CORP cs 422806109 816 235 40.45 213 65.12 0.0077
2024-07-30 2024-06-30 13F HEICO CORP cs 422806109 581 237 68.90 130 98.46 0.0052
2024-07-30 2024-03-31 13F HEICO CORP cs 422806109 344 289 525.45 66 622.22 0.0029
2024-01-09 2023-12-31 13F HEICO CORP cs 422806109 55 1 1.85 10 12.50 0.0005
2023-10-12 2023-09-30 13F HEICO CORP cs 422806109 54 0 0.00 9 -11.11 0.0004
2023-08-14 2023-06-30 13F/A-1 HEICO CORP cs 422806109 54 0 0.00 10 80.00 0.0004
2023-08-04 2023-06-30 13F HEICO CORP cs 422806109 54 0 5 0.0002
2023-04-18 2023-03-31 13F HEICO CORP cs 422806109 54 -2,622 -97.98 5 0.0002
2023-02-07 2022-12-31 13F HEICO CORP cs 422806109 2,676 -251 -8.58 0 -100.00 0.0068
2022-11-08 2022-09-30 13F HEICO CORP cs 422806109 2,927 137 4.91 274 4.58 0.0071
2022-09-06 2022-06-30 13F/A-1 HEICO CORP cs 422806109 2,790 0 0.00 262 0.00 0.0084
2022-09-06 2022-03-31 13F/A-1 HEICO CORP cs 422806109 2,790 2,314 486.13 262 279.71 0.0084
2022-08-08 2022-03-31 13F HEICO CORP NEW COM Stock 422806109 476 0 45 0.0009
2022-01-12 2021-12-31 13F HEICO CORP NEW COM Stock 422806109 476 -7 -1.45 69 9.52 0.0013
2021-10-06 2021-09-30 13F HEICO CORP NEW COM Stock 422806109 483 78 19.26 63 10.53 0.0013
2021-07-13 2021-06-30 13F HEICO CORP NEW COM Stock 422806109 405 63 18.42 57 29.55 0.0012
2021-04-30 2021-03-31 13F HEICO CORP NEW COM Stock 422806109 342 112 48.70 44 46.67 0.0009
2021-01-25 2020-12-31 13F HEICO CORP NEW COM Stock 422806109 230 153 198.70 30 275.00 0.0012
2020-10-29 2020-09-30 13F HEICO CORP NEW COM Stock 422806109 77 -16 -17.20 8 -20.00 0.0005
2020-08-05 2020-06-30 13F HEICO CORP NEW COM Stock 422806109 93 -445 -82.71 10 -77.27 0.0008
2020-05-12 2020-03-31 13F HEICO CORP NEW COM Stock 422806109 538 303 128.94 44 57.14 0.0044
2020-01-17 2019-12-31 13F HEICO CORP NEW COM Stock 422806109 235 -33 -12.31 28 -17.65 0.0021
2019-11-07 2019-09-30 13F HEICO CORP NEW COM Stock 422806109 268 -51 -15.99 34 41.67 0.0023
2019-06-03 2018-12-31 13F/A-10 HEICO CORP NEW COM Stock 422806109 319 -2,937 -90.20 24 -92.05 0.0015
2019-01-23 2018-12-31 13F HEICO CORP NEW COM Stock 422806109 319 -2,937 24 0.0015
2019-06-03 2018-09-30 13F/A-9 HEICO CORP NEW COM Stock 422806109 3,256 212 6.96 302 36.04 0.0123
2018-10-25 2018-09-30 13F HEICO CORP NEW COM Stock 422806109 3,256 212 302 0.0123
2019-06-03 2018-06-30 13F/A-8 HEICO CORP NEW COM Stock 422806109 3,044 1,462 92.41 222 48.99 0.0093
2018-08-07 2018-06-30 13F HEICO CORP NEW COM Stock 422806109 3,044 602 222
2019-06-03 2018-03-31 13F/A-7 HEICO CORP NEW COM Stock 422806109 1,582 0 0.00 149 0.00 0.0068
2018-05-09 2018-03-31 13F HEICO CORP NEW COM Stock 422806109 2,442 860 212
2019-06-03 2017-12-31 13F/A-6 HEICO CORP NEW COM Stock 422806109 1,582 351 28.51 149 34.23 0.0068
2018-01-24 2017-12-31 13F HEICO CORP NEW COM Stock 422806109 1,582 351 149
2017-10-30 2017-09-30 13F HEICO CORP NEW COM Stock 422806109 1,231 362 41.66 111 79.03 0.0044
2019-06-03 2017-06-30 13F/A-5 HEICO CORP NEW COM Stock 422806109 869 235 37.07 62 12.73 0.0026
2017-07-31 2017-06-30 13F HEICO CORP NEW COM Stock 422806109 869 235 62
2019-06-03 2017-03-31 13F/A-4 HEICO CORP NEW COM Stock 422806109 634 -18 -2.76 55 10.00 0.0024
2017-04-26 2017-03-31 13F HEICO CORP NEW COM Stock 422806109 634 539 55
2019-06-03 2016-12-31 13F/A-3 HEICO CORP NEW COM Stock 422806109 652 527 421.60 50 455.56 0.0024
2017-02-14 2016-12-31 13F HEICO CORP NEW COM Stock 422806109 652 557 50
2016-11-04 2016-09-30 13F HEICO CORP NEW COM Stock 422806109 125 -51 -28.98 9 -25.00 0.0005
2019-06-03 2016-06-30 13F/A-2 HEICO CORP NEW COM Stock 422806109 176 0 0.00 12 9.09 0.0007
2016-08-22 2016-06-30 13F HEICO CORP NEW COM Stock 422806109 176 81 12
2016-05-02 2016-03-31 13F HEICO CORP NEW COM Stock 422806109 176 -25 -12.44 11 0.00 0.0007
2016-02-11 2015-12-31 13F HEICO CORP NEW COM Stock 422806109 201 201 11 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.