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Vanguard disaggregates holdings after realignment (HEI)

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

Rhea-AI Filing Summary

HEICO Corp ownership disclosure amended: The Vanguard Group filed Amendment No. 8 to report beneficial ownership of 0 shares (0%) of HEICO Corp common stock.

The filing explains an internal realignment of The Vanguard Group on January 12, 2026, after which certain subsidiaries report ownership separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.

Positive

  • None.

Negative

  • None.

Insights

Amendment shows no beneficial holding by The Vanguard Group in HEICO common stock.

The amended Schedule 13G/A records 0 shares (0%) beneficially owned and zero voting and dispositive powers. This is a factual, administrative update reflecting ownership reporting after internal reorganization.

The filing cites the January 12, 2026 internal realignment and SEC Release No. 34-39538 as the basis for separate reporting by subsidiaries; subsequent filings from Vanguard entities may show holdings under different reporting names.

Filing is procedural: reallocates reporting across Vanguard entities per a corporate realignment.

The statement follows the mechanics of disaggregation allowed by SEC Release No. 34-39538 and explicitly states that certain subsidiaries will report separately. The signature block shows the amendment was executed on 03/27/2026.

Cash-flow treatment and any holdings by individual Vanguard subsidiaries are not described in this excerpt; monitor other Schedule 13G/A filings from Vanguard-related entities for different ownership entries.






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




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

Does The Vanguard Group own HEICO (HEI) shares according to this filing?

No, the filing reports 0 shares (0%) beneficially owned by The Vanguard Group. The Schedule 13G/A amendment states zero voting and dispositive power and is signed on 03/27/2026.

Why did Vanguard file Amendment No. 8 for HEICO (HEI)?

Because of an internal realignment at The Vanguard Group effective January 12, 2026, certain subsidiaries now report separately. The filing cites SEC Release No. 34-39538 as the basis for disaggregated reporting.

Could other Vanguard entities report ownership of HEICO (HEI)?

Yes. The amendment explains subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538. Other Vanguard-related Schedule 13G/A filings may show holdings under different entity names.

Who signed the Schedule 13G/A amendment for HEICO (HEI)?

The amendment was signed by Ashley Grim, Head of Global Fund Administration, on 03/27/2026, as shown in the signature block of the filing.
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