STOCK TITAN

Vanguard Capital Management reports 5.61% stake in HEI (NYSE: HEI)

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

Rhea-AI Filing Summary

HEICO Corp reported an institutional beneficial ownership disclosure. Vanguard Capital Management reports beneficial ownership of 4,733,510 shares of HEICO Common Stock, representing 5.61% of the class. The filer discloses sole dispositive power over 4,733,510 shares and sole voting power for 641,190 shares. The filing states the position is held on behalf of various Vanguard-managed accounts and funds.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a 5.61% passive position in HEICO (institutional disclosure).

Vanguard Capital Management files a Schedule 13G showing beneficial ownership of 4,733,510 shares, equal to 5.61% of HEICO's common stock. The filing lists sole dispositive power for Vanguard Capital Management and indicates holdings are across Vanguard funds and managed accounts.

Because this is a Section 13G passive disclosure, it signals large institutional ownership without an active control intent. Subsequent filings or changes in percentage would appear in amendments if Vanguard's intent or ownership level changes.

Beneficial ownership 4,733,510 shares Common Stock reported on Schedule 13G
Percent of class 5.61% Percent of HEICO common stock beneficially owned
Sole voting power 641,190 shares Shares with sole power to vote
Form type Schedule 13G Passive institutional ownership disclosure
Signature date 04/30/2026 Date filing was signed by reporting person
CUSIP 422806208 HEICO Common Stock identifier
Schedule 13G regulatory
"Schedule 13G showing beneficial ownership of 4,733,510 shares"
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.
Beneficially owned financial
"Amount beneficially owned: 4733510 (b) Percent of class: 5.61 %"
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 dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 4733510"
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 regulatory
"Sole power to vote or to direct the vote: 641190"
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.
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422806208

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard report in HEICO (HEI)?

Vanguard reports beneficial ownership of 4,733,510 shares, equal to 5.61% of HEICO's common stock. The Schedule 13G notes Vanguard Capital Management holds dispositive power and that the shares are held across Vanguard-managed funds and client accounts.

Does Vanguard have voting control over HEICO shares?

Vanguard discloses sole voting power for 641,190 shares of HEICO common stock. The filing also shows sole dispositive power over 4,733,510 shares, indicating voting and sale decisions rest with Vanguard Capital Management for those shares.

Is the Vanguard position in HEICO active or passive?

The filing is a Schedule 13G, which is used for passive institutional investors reporting ownership above 5%. It indicates passive reporting rather than an active acquisition with intent to influence control, per the form's typical use.

Were the HEICO shares held on behalf of others?

Yes. The filing states the shares are held on behalf of Vanguard funds and other managed accounts. It lists affiliated Vanguard entities that exercise dispositive or voting power for those client holdings.

When was the Schedule 13G signed for HEICO?

The Schedule 13G filing is signed and dated 04/30/2026 by Ashley Grim, Head of Global Fund Administration. That signature date is provided on the filing as the attestation for the reported ownership.