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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
19
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 71.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
14
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
14
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
13
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 95.57%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
8
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.67%
|