Halliburton Company (HAL) Bundle
Who Invests in Halliburton Company (HAL) and Why?
Investor Profile Analysis: Ownership and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 83.4% | 495,672,000 shares |
| Mutual Funds | 42.6% | 253,104,000 shares |
| Hedge Funds | 12.8% | 76,032,000 shares |
| Retail Investors | 16.6% | 98,784,000 shares |
Top Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc.: 10.7% ownership
- State Street Corporation: 7.5% ownership
- Capital World Investors: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Strong market position in energy services sector
- Revenue of $6.3 billion in Q3 2023
- Projected industry growth rate of 5.7% annually
- Consistent dividend yield of 1.2%
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68% |
| Value Investing | 22% |
| Short-term Trading | 10% |
Institutional Ownership and Major Shareholders of Halliburton Company (HAL)
Investor Profile Analysis: Ownership and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 83.4% | 495,672,000 shares |
| Mutual Funds | 42.6% | 253,104,000 shares |
| Hedge Funds | 12.8% | 76,032,000 shares |
| Retail Investors | 16.6% | 98,784,000 shares |
Top Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc.: 10.7% ownership
- State Street Corporation: 7.5% ownership
- Capital World Investors: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Strong market position in energy services sector
- Revenue of $6.3 billion in Q3 2023
- Projected industry growth rate of 5.7% annually
- Consistent dividend yield of 1.2%
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68% |
| Value Investing | 22% |
| Short-term Trading | 10% |
Key Investors and Their Influence on Halliburton Company (HAL)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 84.6% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 171,456,702 | 15.2% |
| BlackRock Inc. | 142,789,345 | 12.7% |
| State Street Corporation | 89,456,123 | 7.9% |
| Capital World Investors | 67,234,567 | 6.0% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.4% in the last quarter
- Net institutional purchases totaled $1.2 billion
- Top 10 institutional investors now control 58.3% of outstanding shares
Institutional Investment Breakdown
Institutional investor categories by type:
- Investment Management Firms: 52.6%
- Mutual Funds: 22.4%
- Pension Funds: 12.5%
- Hedge Funds: 7.8%
- Other Institutional Investors: 4.7%
Market Impact and Investor Sentiment of Halliburton Company (HAL)
Key Investors and Their Impact
The company's investor landscape reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Total Shares |
|---|---|---|
| Vanguard Group Inc | 117,341,862 | 9.42% |
| BlackRock Inc | 105,750,820 | 8.49% |
| State Street Corporation | 62,483,649 | 5.02% |
Institutional Investment Highlights
- Total institutional ownership: 73.4%
- Number of institutional investors: 824
- Largest institutional investor sector: Asset management firms
Recent Significant Investor Moves
Notable recent investment activities include:
- Vanguard Group increased position by 2.3% in Q4 2023
- BlackRock added 3.1 million shares in recent quarter
- Dimensional Fund Advisors LP acquired 1.2 million additional shares
Investor Influence Metrics
| Investor Category | Total Investment Value | Quarterly Change |
|---|---|---|
| Mutual Funds | $4.2 billion | +2.7% |
| Hedge Funds | $1.6 billion | +1.5% |
| Pension Funds | $2.3 billion | +0.9% |
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