T. Rowe Price Associates (NYSE: HEI) discloses 5.8% HEICO ownership on Schedule 13G
Rhea-AI Filing Summary
T. Rowe Price Associates, Inc., a Maryland corporation, reports beneficial ownership of 3,201,685 shares of HEICO CORP common stock. This position represents 5.8% of the outstanding common stock. The firm reports sole voting power over 3,149,079 shares and sole dispositive power over all 3,201,685 shares, with no shared voting or dispositive power. T. Rowe Price Associates states that this filing should not be construed as an admission that it is the beneficial owner of these securities and expressly denies such beneficial ownership.
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Key Figures
Beneficially owned shares: 3,201,685 shares
Percent of class: 5.8%
Sole voting power: 3,149,079 shares
+4 more
7 metrics
Beneficially owned shares
3,201,685 shares
Amount beneficially owned by T. Rowe Price Associates, Inc.
Percent of class
5.8%
Percentage of HEICO CORP common stock class reported
Sole voting power
3,149,079 shares
Shares over which T. Rowe Price Associates has sole power to vote
Shared voting power
0 shares
Shares with shared power to vote
Sole dispositive power
3,201,685 shares
Shares over which T. Rowe Price Associates has sole power to dispose
Shared dispositive power
0 shares
Shares with shared power to dispose
Signature date
08/14/2026
Date the Schedule 13G was signed by the reporting person
Key Terms
beneficially owned, sole voting power, shared voting power, sole dispositive power, +2 more
6 terms
beneficially owned financial
"Amount beneficially owned: 3201685"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 3149079"
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.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 3201685"
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.
Schedule 13G regulatory
"Ownership reported on Schedule 13G by T. Rowe Price Associates"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What percentage of HEICO (HEI) does T. Rowe Price Associates hold?
T. Rowe Price Associates reports holding 5.8% of HEICO CORP’s common stock. This percentage is based on 3,201,685 shares reported as beneficially owned under the Schedule 13G filing.
Who signed the HEICO (HEI) Schedule 13G for T. Rowe Price Associates?
The Schedule 13G was signed by Ellen York, Vice President of T. Rowe Price Associates, Inc., on 08/14/2026, certifying the information provided in the beneficial ownership report.
AI-generated analysis. How Rhea-AI works. Not financial advice.