Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s HEICO Corp HEI Stock Holding History

Linden Thomas Advisory Services’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.98M Buy
26,315
+145
+0.6% +$49.3K 0.63% 19
2026
Q2 		$9.32M Sell
26,170
-645
-2% -$196K 0.75% 15
2026
Q1 		$7.35M Buy
26,815
+347
+1% +$112K 0.71% 9
2025
Q4 		$8.56M Buy
26,468
+185
+0.7% +$58.5K 0.87% 11
2025
Q3 		$8.48M Buy
26,283
+761
+3% +$242K 0.86% 11
2025
Q2 		$8.37M Buy
25,522
+18,936
+288% +$5.24M 0.92% 8
2025
Q1 		$1.76M Buy
6,586
+73
+1% +$17.8K 0.23% 154
2024
Q4 		$1.55M Sell
6,513
-15
-0.2% -$3.89K 0.2% 186
2024
Q3 		$1.71M Sell
6,528
-49
-0.7% -$11.9K 0.23% 161
2024
Q2 		$1.47M Sell
6,577
-1,605
-20% -$339K 0.23% 182
2024
Q1 		$1.56M Buy
8,182
+8
+0.1% +$1.48K 0.25% 152
2023
Q4 		$1.46M Buy
8,174
+227
+3% +$38.4K 0.27% 153
2023
Q3 		$1.29M Sell
7,947
-1,779
-18% -$302K 0.29% 150
2023
Q2 		$1.72M Buy
9,726
+133
+1% +$22.4K 0.38% 66
2023
Q1 		$1.64M Buy
9,593
+236
+3% +$39.7K 0.41% 75
2022
Q4 		$1.44M Buy
+9,357
New +$1.46M 0.4% 86

Other funds holding HEI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Linden Thomas Advisory Services's HEI Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its HEICO Corp (HEI) stake by 0.55% in Q3 2026, buying an estimated $49.3K and bringing the position to 26,315 shares worth $7.98M. The position accounts for 0.63% of the portfolio, ranked #19.

Linden Thomas Advisory Services first reported a position in HEI in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.32M in Q2 2026. 442 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Linden Thomas Advisory Services held 26,315 shares of HEICO Corp worth $7.98M as of Q3 2026.
  • Linden Thomas Advisory Services bought 145 HEICO Corp shares in Q3 2026, an estimated $49.3K.
  • HEICO Corp made up 0.63% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #19 holding.
  • Linden Thomas Advisory Services first reported a position in HEICO Corp in Q4 2022 and has held it in 16 quarters since.
  • Linden Thomas Advisory Services's HEICO Corp position peaked at $9.32M in Q2 2026.
  • 442 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.