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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
93
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
90
shares
|
$0
0.01% 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
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
79
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
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 |
May 01, 2025 Q1 2025 |
77
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
72
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 97.16%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
68
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 74.36%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
61
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
60
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 12.7%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
51
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
49
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
44
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|