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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
52
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
51
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
46
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
45
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
42
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
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 |
Aug 08, 2025 Q2 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
31
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
30
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
21
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 54.35%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
20
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 566.67%
|