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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$0
0.0% of portfolio
|
Q1 2023
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
|
|
|
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 |
May 09, 2025 Q1 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2024
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.
|
May 02, 2025 Q1 2025 |
8
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
6
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 64.29%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
4
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|