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Disclosery

HEI-A HEICO CORP NEW

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CL A (common), issuer CIK 46619

488 managers (503 13F filers) reported a position in HEI-A shares at 2024-12-31, 74,332,176 shares in all. 41 filers opened a position and 53 filers sold out during the quarter.

Managers
488
13F filers
503
New
41
Added
159
Reduced
179
Sold out
53
Shares held by filers
74,332,176

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Anchor Investment Management, LLC185$34.4K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP177$32.9K0.01%+1113F-HRTimeline
SIGNATUREFD, LLC171$31.9K<0.01%+513F-HRTimeline
Global Retirement Partners, LLC161$30K<0.01%-1413F-HRTimeline
Crestline Management, L.P.142$26.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC138$25.7K<0.01%+5413F-HRTimeline
Asset Dedication, LLC129$24K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA128$23.8K<0.01%new13F-HRTimeline
Park Place Capital Corp128$23.8K0.01%013F-HRTimeline
Sachetta, LLC125$23.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$23.3K<0.01%+4013F-HRTimelineGroup
IFP Advisors, Inc124$23.1K<0.01%-3113F-HRTimeline
Frazier Financial Advisors, LLC120$22.4K0.02%013F-HRTimeline
Hemington Wealth Management119$22K0.01%+613F-HRTimeline
Truvestments Capital LLC114$21.2K0.01%+613F-HRTimeline
Riverview Trust Co109$20.3K0.02%013F-HRTimeline
Clearstead Advisors, LLC108$20.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC106$20K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC107$19.9K0.01%+1813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…96$18.4K<0.01%-813F-HRTimeline
Allworth Financial LP86$16.5K<0.01%+2113F-HRTimeline
Global Financial Private Client, LLC84$15.6K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…77$14.3K<0.01%-39613F-HRTimelineGroup
TrinityBridge Ltd75$14K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC75$14K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC68$12.7K<0.01%+2913F-HRTimeline
Bogart Wealth, LLC66$12.3K<0.01%+213F-HRTimeline
Carolina Wealth Advisors, LLC61$11.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC57$10.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB57$10.6K<0.01%+1713F-HRTimeline
Continuum Advisory, LLC56$10.4K<0.01%013F-HRTimeline
Quent Capital, LLC55$10.2K<0.01%+3313F-HRTimeline
Smithfield Trust Co50$9K<0.01%013F-HRTimeline
TOBAM49$9K<0.01%-4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust43$8K<0.01%013F-HRTimeline
MGB Wealth Management, LLC42$7.85K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc40$7.44K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN36$6.7K<0.01%013F-HRTimeline
FSA Wealth Management LLC36$6.7K<0.01%013F-HRTimeline
EASTERN BANK35$6.51K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC35$6.51K<0.01%-113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC33$6.14K<0.01%+1313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners32$5.96K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT28$5.21K<0.01%013F-HRTimeline
Blue Trust, Inc.28$5.21K<0.01%-4313F-HR/ATimeline
Kings Path Partners LLC26$4.84K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.22$4.11K<0.01%013F-HRTimeline
TRUST CO OF VERMONT21$3.91K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC20$3.72K<0.01%013F-HRTimeline
Operose Advisors LLC20$3.72K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC19$3.54K<0.01%+1313F-HRTimeline
Fairman Group, LLC18$3.35K<0.01%-1813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16$3.26K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc17$3.16K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC20$3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV14$2.6K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13$2.42K<0.01%013F-HRTimeline
Beacon Capital Management, LLC13$2.42K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC13$2.42K<0.01%-7313F-HRTimeline
Eagle Bay Advisors LLC12$2.23K<0.01%-1013F-HRTimeline
CoreCap Advisors, LLC11$2.05K<0.01%+213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11$2.05K<0.01%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…12$2K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC9$1.68K<0.01%new13F-HRTimeline
Manchester Capital Management LLC9$1.68K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.12K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC6$1.12K<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC6$1.12K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC6$1K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC5$930<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5$930<0.01%-913F-HRTimeline
Cornerstone Planning Group LLC4$752<0.01%013F-HRTimeline
Brooklyn Investment Group4$745<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$559<0.01%-313F-HRTimeline
True Wealth Design, LLC3$559<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3$558<0.01%new13F-HRTimelineGroup
West Branch Capital LLC2$373<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2$372<0.01%new13F-HRTimeline
Larson Financial Group LLC2$372<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1$187<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$187<0.01%013F-HRTimeline
Abound Wealth Management1$187<0.01%013F-HRTimeline
Avior Wealth Management, LLC1$186<0.01%new13F-HRTimeline
Caitong International Asset Management …1$186<0.01%13F-HR/ATimeline
Parkworth Wealth Management, Inc.1$186<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC1$186<0.01%13F-HRTimeline
ORG Partners LLC0$2<0.01%-4313F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.