STOCK TITAN

Capital World Investors holds 4.5% of HEICO (NYSE: HEI) in amended 13G

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

HEICO Corp. Schedule 13G/A amendment shows Capital World Investors reports beneficial ownership of 2,475,049 shares of HEICO common stock, representing 4.5% of 55,148,527 shares outstanding as stated in the filing.

The filing discloses sole voting power for 2,425,150 shares and sole dispositive power for 2,475,049 shares. The amendment is signed by Jae Won Chung on behalf of Capital Research and Management Company.

Positive

  • None.

Negative

  • None.

Insights

Major investment manager reports a passive ~4.5% stake in HEICO.

Capital World Investors (a division of Capital Research and Management Company) reports beneficial ownership of 2,475,049 shares, equal to 4.5% of the company's stated 55,148,527 outstanding shares. The filing lists sole voting power for 2,425,150 shares.

This Schedule 13G/A is a passive ownership disclosure; cash‑flow treatment and any changes in holdings over time are not provided in the excerpt. Subsequent filings would show transactions if the position changes.

Beneficially owned shares 2,475,049 shares Amount beneficially owned reported in Schedule 13G/A
Percent of class 4.5% Percent of class based on 55,148,527 shares outstanding
Shares outstanding 55,148,527 shares Shares believed to be outstanding as stated in the filing
Sole voting power 2,425,150 shares Sole power to vote reported by filer
Sole dispositive power 2,475,049 shares Sole power to dispose reported by filer
CUSIP 422806109 HEICO common stock identifier on the filing
Schedule 13G/A regulatory
"Schedule 13G/A amendment indicates passive beneficial ownership reporting"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial owner financial
"CWI is deemed to be the beneficial owner of 2,475,049 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,475,049"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Sole voting power financial
"Sole power to vote or to direct the vote: 2,425,150"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.





422806109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital World Investors
Signature:Jae Won Chung
Name/Title:Senior Vice President and Associate General Counsel, Capital Research and Management Company
Date:05/13/2026

FAQ

What stake does Capital World Investors hold in HEICO (HEI)?

Capital World Investors reports beneficial ownership of 2,475,049 shares, representing 4.5% of 55,148,527 shares outstanding. The percentage and share count are stated in the amendment.

How much voting power does Capital World Investors have in HEICO?

The filing lists sole voting power for 2,425,150 shares and shared voting power of 0 shares. Voting power figures are provided verbatim in the Schedule 13G/A amendment.

Does this filing indicate Capital World Investors will sell or buy HEICO shares?

This Schedule 13G/A discloses passive ownership only. The amendment does not state any planned purchases or sales; transaction activity is not described in the provided excerpt.

Who signed the Schedule 13G/A amendment for Capital World Investors?

The amendment is signed by Jae Won Chung, identified as Senior Vice President and Associate General Counsel of Capital Research and Management Company, dated 05/13/2026.

What is the CUSIP for HEICO common stock listed in the filing?

The filing lists the CUSIP for HEICO Corp. common stock as 422806109. This identifier appears on the Schedule 13G/A cover information.