Exploring Halliburton Company (HAL) Investor Profile: Who’s Buying and Why?

Exploring Halliburton Company (HAL) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Equipment & Services | NYSE

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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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