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 605 institutions that hold shares in the stock, with a total of 70 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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
142
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
137
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
136
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
132
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
129
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
129
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
124
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 82.03%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Aug 14, 2025 Q2 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%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
117
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
113
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
108
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
107
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 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
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
93
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
89
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
88
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
78
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
77
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
77
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
68
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 74.36%
|