Public record / Tickers / HEI

HEI — HEICO CORP

Both disclosure regimes on one name: who in Congress filed about HEI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming HEI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Sale · traded 2019-06-12 → filed 2019-07-01. Ranked over every HEI row by the provable lower bound, never a point estimate.

No member disclosed HEI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HEI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HEI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2024-01-12Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 2023-12-20 +23d$15K–$50K
2019-07-01Greg Gianforte R–MT-ALSale · partial · JT (partial sale, jointly owned)Traded 06-12 +19d$100K–$250K
2019-03-06Greg Gianforte R–MT-ALSale · partial · JT (partial sale, jointly owned)Traded 01-24 +41d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in HEI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed HEI in the trailing 12 months.

Congress ↔ notable managers · HEI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · HEICO CORP NEW

Merged timeline of congressional filings and notable-manager moves on HEI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+48 sh
2026-05-15Tudor Investment Corp 13Fnew+6,297 sh
2026-05-15Gotham Asset Management 13Ftrim−20,718 sh
2026-05-15Berkshire Hathaway 13Fexit−1,294,612 sh
2026-05-14Caxton Associates 13Fnew+5,780 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HEI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2PRINCIPAL FINANCIAL GROUP INC$1.9B1
3FMR LLC$1.5B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
5VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
6STATE STREET CORP$858M1
7Capital International Investors$837M1
8Capital World Investors$648M1
9MORGAN STANLEY$424M1
10BANK OF AMERICA CORP /DE/$364M1
11UBS Group AG$352M1
12STATE OF WISCONSIN INVESTMENT BOARD$309M1
13Nuveen, LLC$259M1
14Local Pensions Partnership Investment Ltd$259M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$245M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$234M1
17TWO SIGMA INVESTMENTS, LP$220M1
18GEODE CAPITAL MANAGEMENT, LLC$216M1
19AMERICAN CENTURY COMPANIES INC$201M1
20MILLENNIUM MANAGEMENT LLC$200M1
21NORTHERN TRUST CORP$178M1
22Port Capital LLC$174M1
23VANGUARD FIDUCIARY TRUST CO$174M1
24FEDERATED HERMES, INC.$168M1
25Maren Capital LLC$160M1
26Invesco Ltd.$159M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$158M1
28Giverny Capital Inc.$156M1
29RAYMOND JAMES FINANCIAL INC$144M1
30BAMCO INC /NY/$135M1
31VOYA INVESTMENT MANAGEMENT LLC$130M1
32GOBI CAPITAL LLC$129M1
33Qube Research & Technologies Ltd$127M1
34ARISTEIA CAPITAL, L.L.C.$123M1
35DIMENSIONAL FUND ADVISORS LP$122M1
36ENVESTNET ASSET MANAGEMENT INC$115M1
37RIVERBRIDGE PARTNERS LLC$111M1
38Amundi$110M1
39BALYASNY ASSET MANAGEMENT L.P.$105M1
40BROWN ADVISORY INC$101M1
41Legal & General Group Plc$95.8M1
42WELLS FARGO & COMPANY/MN$95.3M1
43BLAIR WILLIAM & CO/IL$94.5M1
44Capital Research Global Investors$94.1M1
45SCHWARTZ INVESTMENT COUNSEL INC$93.6M1
46Fisher Asset Management, LLC$91.7M1
47EULAV Asset Management$88.5M1
48Sanctuary Advisors, LLC$87.7M1
49NZS Capital, LLC$87.6M1
50Stephens Investment Management Group LLC$82.8M1
51ROYAL BANK OF CANADA$82.7M1
52Swiss National Bank$82.5M1
53MARKEL GROUP INC.$80.1M1
54HARDING LOEVNER LP$78.9M1
55RENAISSANCE TECHNOLOGIES LLC$78.6M1
56NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$74.0M1
57STIFEL FINANCIAL CORP$70.8M1
58BARCLAYS PLC$68.1M1
59Telemark Asset Management, LLC$64.8M1
60FIRST TRUST ADVISORS LP$64.0M1
61DEUTSCHE BANK AG\$61.9M1
62WELLINGTON MANAGEMENT GROUP LLP$61.1M1
63Investment Management Corp of Ontario$60.5M1
64NISSAY ASSET MANAGEMENT CORP /JAPAN$59.8M1
65Ironvine Capital Partners, LLC$58.9M1
66CONGRESS ASSET MANAGEMENT CO$57.7M1
67PANAGORA ASSET MANAGEMENT INC$56.7M1
68EFG International AG$55.6M1
69Fiera Capital Corp$55.5M1
70Dixon Mitchell Investment Counsel Inc.$55.2M1
71FRED ALGER MANAGEMENT, LLC$54.3M1
72Resona Asset Management Co.,Ltd.$51.2M1
73VANGUARD ASSET MANAGEMENT, Ltd$50.9M1
74Corient Private Wealth LLC$50.0M1
75VICTORY CAPITAL MANAGEMENT INC$50.0M1
76Quantum Capital Management, LLC / NJ$49.5M1
77SEI INVESTMENTS CO$48.6M1
78Quantinno Capital Management LP$48.5M1
79CANADA PENSION PLAN INVESTMENT BOARD$47.4M1
80BNP PARIBAS FINANCIAL MARKETS$47.1M1
81CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$46.8M1
82PFA Pension, Forsikringsaktieselskab$46.1M1
83DANSKE BANK A/S$45.8M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$43.5M1
85Bank of New York Mellon Corp$42.9M1
86Silver Heights Capital Management Inc$42.1M1
87WEITZ INVESTMENT MANAGEMENT, INC.$39.9M1
88Allspring Global Investments Holdings, LLC$39.4M1
89Conestoga Capital Advisors, LLC$39.2M1
90SCHRODER INVESTMENT MANAGEMENT GROUP$39.0M1
91Mitsubishi UFJ Asset Management Co., Ltd.$38.6M1
92Vulcan Value Partners, LLC$37.7M1
93PALISADE CAPITAL MANAGEMENT, LP$37.2M1
94Man Group plc$37.1M1
95Janus Henderson Group Ltd.$35.8M1
96AustralianSuper Pty Ltd$35.2M1
97CITIGROUP INC$35.0M1
98Freestone Grove Partners LP$33.8M1
99Sumitomo Mitsui Trust Group, Inc.$33.6M1
100GAMCO INVESTORS, INC. ET AL$33.5M1
101ASR Vermogensbeheer N.V.$32.5M1
102HighTower Advisors, LLC$32.4M1
103Ensign Peak Advisors, Inc$31.8M1
104Deltroit Asset Management (UK) LLP$31.2M1
105Life Cycle Investment Partners Ltd$31.1M1
106LPL Financial LLC$31.0M1
107Point72 Asset Management, L.P.$30.0M1
108D. E. Shaw & Co., Inc.$29.9M1
109HSBC HOLDINGS PLC$28.9M1
110VOLORIDGE INVESTMENT MANAGEMENT, LLC$27.7M1
111Capital International, Inc./CA/$27.3M1
112FRANKLIN RESOURCES INC$27.0M1
113Sone Capital Management, LLC$26.7M1
114WHITEBOX ADVISORS LLC$26.3M1
115Visualize Group LP$25.9M1
116Capital International Sarl$25.8M1
117Asset Management One Co., Ltd.$25.1M1
118WORLDQUANT MILLENNIUM ADVISORS LLC$25.0M1
119LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$24.7M1
120Baird Financial Group, Inc.$24.7M1
121Vantage Investment Partners, LLC$24.7M1
122Ghisallo Capital Management LLC$24.7M1
123STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.5M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$24.3M1
125Korea Investment CORP$23.8M1
126AVIVA PLC$23.1M1
127Allianz Asset Management GmbH$22.9M1
128CAPITAL INTERNATIONAL LTD /CA/$22.7M1
129BNP Paribas Asset Management Holding S.A.$22.5M1
130AQR CAPITAL MANAGEMENT LLC$21.5M1
131Logan Stone Capital, LLC$20.8M1
132CITADEL ADVISORS LLC$20.8M1
133One Madison Group LLC$20.6M1
134MARSICO CAPITAL MANAGEMENT LLC$20.1M1
135Advaya LLP$20.0M1
136Prospera Financial Services Inc$19.4M1
137JANE STREET GROUP, LLC$19.3M1
138JENNISON ASSOCIATES LLC$18.4M1
139ALLIANCEBERNSTEIN L.P.$18.4M1
140MACKENZIE FINANCIAL CORP$17.7M1
141SIRIOS CAPITAL MANAGEMENT L P$17.5M1
142Lansing Management LP$16.9M1
143Universal- Beteiligungs- und Servicegesellschaft mbH$16.1M1
144Engineers Gate Manager LP$15.9M1
145Vinva Investment Management Ltd$15.1M1
146Pictet Asset Management Holding SA$14.9M1
147Swedbank AB$14.5M1
148BANK OF NOVA SCOTIA$14.4M1
149FIFTH THIRD BANCORP$14.1M1
150OPPENHEIMER ASSET MANAGEMENT INC.$13.9M1
151Crown Oak Advisors, LLC$13.8M1
152Squarepoint Ops LLC$13.5M1
153Vanguard Global Advisers, LLC$13.4M1
154Munro Partners$13.3M1
155PYA Waltman Capital, LLC$13.2M1
156Vanguard Investments Australia, Ltd.$13.1M1
157Azimuth Capital Investment Management LLC$12.7M1
158HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.7M1
159APG Asset Management N.V.$12.3M1
160OCCUDO QUANTITATIVE STRATEGIES LP$12.2M1
161Bank Julius Baer & Co. Ltd, Zurich$12.0M1
162RIHO Partners, LLC$11.7M1
163ASSETMARK, INC$11.6M1
164Rockefeller Capital Management L.P.$11.5M1
165Varma Mutual Pension Insurance Co$11.5M1
166DIVIDEND ASSETS CAPITAL, LLC$11.4M1
167Cetera Investment Advisers$11.3M1
168DUNCKER STREETT & CO INC$11.2M1
169KINGDON CAPITAL MANAGEMENT, L.L.C.$11.0M1
170Y-Intercept (Hong Kong) Ltd$10.9M1
171Schonfeld Strategic Advisors LLC$10.7M1
172STRATEGIC PLANNING GROUP, LLC$10.4M1
173CARDEROCK CAPITAL MANAGEMENT INC$10.3M1
174Immersion Capital LLP$10.3M1
175GILDER GAGNON HOWE & CO LLC$10.2M1
176BRASADA CAPITAL MANAGEMENT, LP$10.2M1
177MinichMacGregor Wealth Management, LLC$10.0M1
178NOMURA ASSET MANAGEMENT CO LTD$10.0M1
179State of New Jersey Common Pension Fund D$9.5M1
180Sumitomo Mitsui DS Asset Management Company, Ltd$9.5M1
181ROYAL LONDON ASSET MANAGEMENT LTD$9.5M1
182Capital Group Private Client Services, Inc.$9.2M1
183Creative Planning$9.1M1
184KP Management LLC$9.0M1
185TRUIST FINANCIAL CORP$9.0M1
186Assenagon Asset Management S.A.$8.9M1
187Stratos Wealth Partners, LTD.$8.8M1
188Banco Santander, S.A.$8.7M1
189DnB Asset Management AS$8.6M1
190Robeco Institutional Asset Management B.V.$8.6M1
191MUFG Securities EMEA plc$8.5M1
192US BANCORP \DE\$8.5M1
193Tredje AP-fonden$8.4M1
194PDT Partners, LLC$8.3M1
195Obion Capital Management LP$8.3M1
196PRUDENTIAL PLC$8.3M1
197OSAIC HOLDINGS, INC.$8.1M1
198INTECH INVESTMENT MANAGEMENT LLC$8.0M1
199Cerity Partners LLC$7.9M1
200Longaeva Partners L.P.$7.8M1
201Arizona State Retirement System$7.6M1
202Atika Capital Management LLC$7.5M1
203XTX Topco Ltd$7.5M1
204Ascent Group, LLC$7.5M1
205Amova Asset Management Americas, Inc.$7.4M1
206Clear Harbor Asset Management, LLC$7.4M1
207AMERIPRISE FINANCIAL INC$7.4M1
208Linden Thomas Advisory Services, LLC$7.4M1
209Advisors Asset Management, Inc.$7.2M1
210Alpine Peaks Capital, LP$7.1M1
211IPG Investment Advisors LLC$7.1M1
212XPONANCE LLC$7.0M1
213Rafferty Asset Management, LLC$7.0M1
214Mirae Asset Global Investments Co., Ltd.$7.0M1
215NEW YORK STATE COMMON RETIREMENT FUND$7.0M1
216REGIONS FINANCIAL CORP$6.9M1
217Aberdeen Group plc$6.8M1
218Roundview Capital LLC$6.8M1
219SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.8M1
220CREDIT INDUSTRIEL ET COMMERCIAL$6.4M1
221GROUPAMA ASSET MANAGMENT$6.4M1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.3M1
223CREDIT AGRICOLE S A$6.3M1
224AXIOM INVESTORS LLC /DE$6.3M1
225Skye Global Management LP$6.2M1
226HB Wealth Management, LLC$6.1M1
227UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.0M1
228Mitsubishi UFJ Trust & Banking Corp$5.9M1
229GPM Growth Investors, Inc.$5.9M1
230Generali Asset Management SPA SGR$5.8M1
231TD ASSET MANAGEMENT INC$5.8M1
232Edgestream Partners, L.P.$5.6M1
233GATEWAY INVESTMENT ADVISERS LLC$5.6M1
234Atlantic Union Bankshares Corp$5.5M1
235Focus Partners Wealth$5.5M1
236Meiji Yasuda Asset Management Co Ltd.$5.4M1
237Bridgewater Associates, LP$5.4M1
238DUDLEY & SHANLEY, INC.$5.3M1
239AIA Group Ltd$5.2M1
240SummitTX Capital, L.P.$5.2M1
241SAWGRASS ASSET MANAGEMENT LLC$5.2M1
242ALERUS FINANCIAL NA$5.1M1
243COMMONWEALTH EQUITY SERVICES, LLC$5.1M1
244Capula Management Ltd$5.0M1
245Pathstone Holdings, LLC$4.9M1
246Gotham Asset Management, LLC$4.8M1
247TORONTO DOMINION BANK$4.8M1
248ARGENT CAPITAL MANAGEMENT LLC$4.7M1
249Silvant Capital Management LLC$4.6M1
250M&T BANK CORP$4.6M1
251Utah Retirement Systems$4.5M1
252Numerai GP LLC$4.5M1
253PFS Partners, LLC$4.4M1
254Penobscot Investment Management Company, Inc.$4.4M1
255DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.4M1
256ArrowMark Colorado Holdings LLC$4.3M1
257Carnegie Investment Counsel$4.3M1
258&PARTNERS$4.3M1
259WESTFIELD CAPITAL MANAGEMENT CO LP$4.2M1
260B. Metzler seel. Sohn & Co. AG$4.1M1
261Snider Financial Group$4.1M1
262FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.1M1
263GABELLI FUNDS LLC$4.1M1
264Curi Capital, LLC$4.1M1
265NATIXIS$4.1M1
266Intrinsic Edge Capital Management LLC$4.0M1
267Savant Capital, LLC$3.9M1
268BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
269Empowered Funds, LLC$3.9M1
270Mediolanum International Funds Ltd$3.9M1
271AZZAD ASSET MANAGEMENT INC /ADV$3.8M1
272J. Safra Sarasin Holding AG$3.8M1
273Swiss Life Asset Management Ltd$3.8M1
274WASATCH ADVISORS LP$3.8M1
275Eos Management, L.P.$3.7M1
276Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$3.7M1
277COMMERCE BANK$3.6M1
278Federation des caisses Desjardins du Quebec$3.6M1
279Eurizon Capital SGR S.p.A.$3.6M1
280National Pension Service$3.5M1
281Hingham Institution for Savings$3.5M1
282MML INVESTORS SERVICES, LLC$3.5M1
283PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4M1
284Maven Securities LTD$3.4M1
285K.J. Harrison & Partners Inc$3.4M1
286Private Advisor Group, LLC$3.3M1
287TrueWealth Advisors, LLC$3.2M1
288BANK OF MONTREAL /CAN/$3.2M1
289Vanguard Personalized Indexing Management, LLC$3.2M1
290Jain Global LLC$3.2M1
291Hennion & Walsh Asset Management, Inc.$3.1M1
292IFM Investors Pty Ltd$3.0M1
293EP Wealth Advisors, LLC$3.0M1
294Third View Private Wealth, LLC$2.9M1
295Soltis Investment Advisors LLC$2.9M1
296TWINBEECH CAPITAL LP$2.9M1
297MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
298OP Asset Management Ltd$2.9M1
299Mariner, LLC$2.9M1
300Atria Investments, Inc$2.8M1
301Summit Trail Advisors, LLC$2.8M1
302Verition Fund Management LLC$2.8M1
303MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.8M1
304S-Bank Fund Management Ltd$2.7M1
305POSTROCK PARTNERS LLC$2.7M1
306Calamos Advisors LLC$2.7M1
307Calamos Wealth Management LLC$2.7M1
308MERCER GLOBAL ADVISORS INC /ADV$2.7M1
309NATIONAL BANK OF CANADA /FI/$2.7M1
310Freedom Day Solutions, LLC$2.7M1
311Baader Bank Aktiengesellschaft$2.7M1
312GARDNER LEWIS ASSET MANAGEMENT L P$2.7M1
313Triad Investment Management$2.6M1
314Oath Planning, LLC$2.5M1
315O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M1
316CPC Advisors, LLC$2.5M1
317Ashton Thomas Private Wealth, LLC$2.5M1
318Daiwa Securities Group Inc.$2.5M1
319Allworth Financial LP$2.5M1
320BENJAMIN EDWARDS INC$2.5M1
321ALPINE WOODS CAPITAL INVESTORS, LLC$2.4M1
322Kestra Advisory Services, LLC$2.4M1
323Focus Partners Advisor Solutions, LLC$2.4M1
324OMERS ADMINISTRATION Corp$2.4M1
325Aviso Financial Inc.$2.4M1
326Capital Group Investment Management Pte. Ltd.$2.4M1
327Twin Tree Management, LP$2.4M1
328QRG CAPITAL MANAGEMENT, INC.$2.2M1
329PFG Advisors$2.2M1
330Accuvest Global Advisors$2.1M1
331RITHOLTZ WEALTH MANAGEMENT$2.1M1
332CI INVESTMENTS INC.$2.1M1
333Graham Capital Management, L.P.$2.1M1
334ABN AMRO INVESTMENT SOLUTIONS$2.0M1
335ABC ARBITRAGE SA$2.0M1
336PRINCIPAL SECURITIES, INC.$2.0M1
337Trexquant Investment LP$1.9M1
338Sequoia Financial Advisors, LLC$1.9M1
339BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.9M1
340Financiere des Professionnels - Fonds d'investissement inc.$1.9M1
341Taproot Management LP$1.8M1
342AXQ CAPITAL, LP$1.8M1
343Aware Super Pty Ltd as trustee of Aware Super$1.8M1
344Police & Firemen's Retirement System of New Jersey$1.7M1
345TUDOR INVESTMENT CORP ET AL$1.7M1
346MACQUARIE GROUP LTD$1.7M1
347Meiji Yasuda Life Insurance Co$1.7M1
348Callan Family Office, LLC$1.7M1
349MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
350Midwest Financial Partners Investments, Inc.$1.7M1
351Aristotle Capital Boston, LLC$1.7M1
352Lighthouse Investment Partners, LLC$1.7M1
353LGT Fund Management Co Ltd.$1.6M1
354CIBC Bancorp USA Inc.$1.6M1
355IHT Wealth Management, LLC$1.6M1
356Lagoda Investment Management, L.P.$1.6M1
357CAXTON ASSOCIATES LLP$1.6M1
358CIBC Asset Management Inc$1.6M1
359Mirador Capital Partners LP$1.6M1
360MEYER HANDELMAN CO$1.5M1
361Virtus Investment Advisers, LLC$1.5M1
362KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
363EntryPoint Capital, LLC$1.5M1
364CHOREO, LLC$1.5M1
365TD Waterhouse Canada Inc.$1.4M1
366TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
367Candriam S.C.A.$1.4M1
368MOODY LYNN LIEBERSON & WALKER, LLC$1.4M1
369Wealthfront Advisers LLC$1.4M1
370NEEDHAM INVESTMENT MANAGEMENT LLC$1.4M1
371Maryland State Retirement & Pension System$1.4M1
372Caprock Group, LLC$1.3M1
373Vident Advisory, LLC$1.3M1
374Fiduciary Group, LLC$1.3M1
375ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
376Gilbert & Cook, Inc.$1.3M1
377Arax Advisory Partners$1.3M1
378Tidal Investments LLC$1.2M1
379Perigon Wealth Management, LLC$1.2M1
380AG2R LA MONDIALE GESTION D'ACTIFS$1.2M1
381EQUITABLE TRUST CO$1.2M1
382Verde Capital Management$1.2M1
383Global Trust Asset Management, LLC$1.2M1
384Hills Bank & Trust Co$1.2M1
385NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
386Waverly Advisors, LLC$1.2M1
387NISA INVESTMENT ADVISORS, LLC$1.2M1
388THORNBURG INVESTMENT MANAGEMENT INC$1.2M1
389Osmosis Investment Management UK Ltd$1.1M1
390Andra AP-fonden$1.1M1
391Quantbot Technologies LP$1.1M1
392Laird Norton Wetherby Trust Company, LLC$1.1M1
393Snowden Capital Advisors LLC$1.1M1
394Union Bancaire Privee, UBP SA$1.1M1
395Verdence Capital Advisors LLC$1.0M1
396Embree Financial Group$1.0M1
397Plato Investment Management Ltd$1.0M1
398Leonteq Securities AG$1.0M1
399MAI Capital Management$984K1
400IEQ CAPITAL, LLC$979K1
401Regal Investment Advisors LLC$978K1
402Lombard Odier Asset Management (USA) Corp$976K1
403Ironwood Investment Counsel, LLC$959K1
404IMC-Chicago, LLC$957K1
405Strategic Advisors LLC$946K1
406BAHL & GAYNOR INC$941K1
407Woodline Partners LP$913K1
408RKL Wealth Management LLC$907K1
409Legacy Wealth Asset Management, LLC$899K1
410Chancellor Financial Group WB LP$897K1
411CWM, LLC$883K1
412FOURPATH CAPITAL MANAGEMENT, LLC$880K1
413CHICAGO TRUST Co NA$880K1
414Cresset Asset Management, LLC$879K1
415Voya Financial Advisors, Inc.$873K1
416BLALOCK WILLIAMS, LLC$864K1
417ICW Investment Advisors LLC$838K1
418Kera Capital Partners, Inc.$831K1
419PINNACLE ASSOCIATES LTD$830K1
420BRANT POINT INVESTMENT MANAGEMENT LLC$823K1
421WOLVERINE ASSET MANAGEMENT LLC$823K1
422Qsemble Capital Management, LP$812K1
423Value Partners Investments Inc.$810K1
424Qtron Investments LLC$809K1
425OPPENHEIMER & CO INC$806K1
426STEPHENS INC /AR/$804K1
427Envestnet Portfolio Solutions, Inc.$799K1
428North Dakota State Investment Board$798K1
429PRUDENTIAL FINANCIAL INC$770K1
430Indivisible Partners$768K1
431PORTLAND INVESTMENT COUNSEL INC.$766K1
432EMERALD ADVISERS, LLC$764K1
433Maridea Wealth Management LLC$763K1
434MGO ONE SEVEN LLC$752K1
435Expressive Wealth LLC$740K1
436FIDELIS CAPITAL PARTNERS, LLC$736K1
437Total Wealth Planning & Management, Inc.$734K1
438Colonial River Investments, LLC$731K1
439BankChampaign, National Association$731K1
440Gibbs Wealth Management$730K1
441NewEdge Advisors, LLC$727K1
442Crossmark Global Holdings, Inc.$723K1
443JACOBS LEVY EQUITY MANAGEMENT, INC$721K1
444CAISSE DES DEPOTS ET CONSIGNATIONS$721K1
445MetLife Investment Management, LLC$716K1
446BAKER TILLY WEALTH MANAGEMENT, LLC$712K1
447Clearstead Advisors, LLC$706K1
448Merit Financial Group, LLC$702K1
449OneAscent Financial Services LLC$700K1
450PICTON MAHONEY ASSET MANAGEMENT$694K1
451Clare Market Investments LLC$686K1
452Bell Bank$685K1
453Everhart Financial Group, Inc.$678K1
454AVALON CAPITAL MANAGEMENT$672K1
455Ballentine Partners, LLC$669K1
456Mezzasalma Advisors, LLC$668K1
457COLDSTREAM CAPITAL MANAGEMENT INC$668K1
458Portside Wealth Group, LLC$659K1
459Hunting Hill Global Capital, LLC$644K1
460HENGEHOLD CAPITAL MANAGEMENT LLC$640K1
461Concurrent Investment Advisors, LLC$633K1
462NORDEN GROUP LLC$632K1
463SIMPLEX TRADING, LLC$629K1
464Marks Group Wealth Management, Inc$619K1
465Quartz Partners, LLC$617K1
466Tortoise Investment Management, LLC$616K1
467Jefferies Financial Group Inc.$605K1
468Beacon Pointe Advisors, LLC$603K1
469BARR E S & CO$603K1
470Dynamic Technology Lab Private Ltd$590K1
471WINTON GROUP Ltd$581K1
472Machina Capital S.A.S.$581K1
473Baron Wealth Management LLC$580K1
474Haverford Trust Co$579K1
475Alesco Advisors, LLC, An ESL Co$572K1
476MASTERINVEST Kapitalanlage GmbH$566K1
477NAVELLIER & ASSOCIATES INC$566K1
478Lombard Odier Asset Management (Switzerland) SA$564K1
479GLENMEDE TRUST CO NA$561K1
480Vestmark Advisory Solutions, Inc.$559K1
481Corient IA LLC$557K1
482Inscription Capital, LLC$555K1
483Siemens Fonds Invest GmbH$552K1
484Themes Management Co LLC$550K1
485WESTWOOD HOLDINGS GROUP INC$534K1
486Dai-ichi Life Insurance Company, Ltd$531K1
487Pinnacle Financial Partners, Inc.$528K1
488LAZARD ASSET MANAGEMENT LLC$524K1
489Premier Path Wealth Partners, LLC$523K1
490OXFORD ASSET MANAGEMENT LLP$521K1
491DIVERSIFY WEALTH MANAGEMENT, LLC$519K1
492Knollwood Investment Advisory, LLC$512K1
493AA Financial Advisors, LLC$510K1
494SILVER OAK SECURITIES, INCORPORATED$508K1
495San Luis Wealth Advisors LLC$493K1
496Fortress Financial Solutions, LLC$493K1
497Private Wealth Group, LLC$492K1
498Citizens Business Bank$486K1
499Generali Investments CEE, investicni spolecnost, a.s.$485K1
500MBL Wealth, LLC$481K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HEI

RETAINED WINDOW · ACTIVE HITS

Zero hits on HEI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HEI · financials and macro

Financials — as filed PLANNED

HEI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HEI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing