Institutional Ownership Heico Crp Cl A (HEIA)
This table provides information about the institutional ownership of Heico Crp Cl A (HEIA). We have compiled data on the 585 institutions that hold shares in the stock, with a total of 68.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
197
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
197
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 57.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 90.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
185
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
183
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 335.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
175
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
153
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
148
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
148
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
132
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
131
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
129
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
129
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
124
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 82.03%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
124
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
May 15, 2025 Q1 2025 |
122
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
121
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
120
shares
|
$0
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
108
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
107
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
106
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
106
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|