Creative Planning - HEICO CORP NEW ownership

HEICO CORP NEW's ticker is HEIA and the CUSIP is 422806208. A total of 358 filers reported holding HEICO CORP NEW in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of HEICO CORP NEW
ValueSharesWeighting
Q3 2023$230,528
-1.2%
1,784
+7.5%
0.00%
Q2 2023$233,255
+1.8%
1,659
-1.6%
0.00%
Q1 2023$229,072
+9.8%
1,686
-3.2%
0.00%
Q4 2022$208,659
-15.9%
1,741
-19.5%
0.00%
Q3 2022$248,000
+20.4%
2,162
+10.8%
0.00%
Q2 2022$206,000
-15.2%
1,951
+1.7%
0.00%
Q1 2022$243,000
-3.6%
1,918
-2.3%
0.00%
Q4 2021$252,000
+9.6%
1,964
+1.2%
0.00%
Q3 2021$230,000
-4.2%
1,941
+0.2%
0.00%
Q2 2021$240,000
+8.1%
1,937
-0.9%
0.00%
Q1 2021$222,000
+3.3%
1,954
+6.3%
0.00%
Q4 2020$215,000
-22.9%
1,838
-46.6%
0.00%
-100.0%
Q2 2020$279,000
+34.8%
3,439
+6.0%
0.00%0.0%
Q1 2020$207,000
-28.6%
3,2430.0%0.00%0.0%
Q4 2019$290,000
-8.2%
3,2430.0%0.00%0.0%
Q3 2019$316,000
-5.7%
3,243
+0.2%
0.00%0.0%
Q2 2019$335,000
+28.4%
3,238
+4.4%
0.00%0.0%
Q1 2019$261,000
+521.4%
3,103
+356.3%
0.00%
Q2 2017$42,000
+2.4%
680
+24.8%
0.00%
Q1 2017$41,000
+10.8%
5450.0%0.00%
Q4 2016$37,000
+23.3%
545
+8.3%
0.00%
Q3 2016$30,000
-9.1%
503
-18.1%
0.00%
Q2 2016$33,000
+37.5%
614
+22.1%
0.00%
Q1 2016$24,000
-20.0%
503
-16.2%
0.00%
Q4 2015$30,000
+650.0%
600
+518.6%
0.00%
Q3 2015$4,000
-20.0%
970.0%0.00%
Q1 2015$5,000
-97.4%
97
-97.6%
0.00%
-100.0%
Q4 2014$194,000
+4750.0%
4,091
+4117.5%
0.00%
Q3 2014$4,000
-42.9%
97
-42.6%
0.00%
Q2 2014$7,000
-12.5%
169
-10.1%
0.00%
Q1 2014$8,0001880.00%
Other shareholders
HEICO CORP NEW shareholders Q3 2022
NameSharesValueWeighting ↓
Silver Heights Capital Management Inc 414,218$53,525,25021.35%
Broadcrest Asset Management, LLC 130,000$16,798,60018.07%
Quantum Capital Management, LLC / NJ 489,979$63,315,0978.38%
GWM Asset Management Ltd 70,030$9,049,2777.75%
Port Capital LLC 927,750$119,884,0007.48%
Catawba River Capital 53,932$6,969,0335.37%
Giverny Capital 718,453$92,838,4975.04%
GOBI CAPITAL LLC 524,705$67,802,3805.02%
PYA Waltman Capital, LLC 63,251$8,173,3083.46%
Investment Management Corp of Ontario 619,112$80,001,6533.15%
View complete list of HEICO CORP NEW shareholders