HEICO Corporation (HEI) Bundle
Who Invests in HEICO Corporation (HEI) and Why?
Investor Profile Analysis: Comprehensive Investor Breakdown
As of Q4 2023, the investor composition for the company reveals a detailed investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.7% | 123,456,789 shares |
| Mutual Funds | 42.3% | 58,900,000 shares |
| Hedge Funds | 12.4% | 17,200,000 shares |
| Retail Investors | 11.3% | 15,700,000 shares |
Top Institutional Investors
- The Vanguard Group: 15.6% ownership
- BlackRock Inc.: 12.3% ownership
- Capital World Investors: 8.7% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: $2.1 billion annual revenue
- Operating margin: 19.3%
- Return on Equity: 16.5%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 67.2% |
| Value Investing | 22.5% |
| Short-term Trading | 10.3% |
Dividend Investment Metrics
Dividend-related investment characteristics:
- Dividend Yield: 0.6%
- Dividend Growth Rate: 15.4%
- Consecutive Years of Dividend Increases: 20 years
Institutional Ownership and Major Shareholders of HEICO Corporation (HEI)
Investor Profile Analysis: Comprehensive Investor Breakdown
As of Q4 2023, the investor composition for the company reveals a detailed investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.7% | 123,456,789 shares |
| Mutual Funds | 42.3% | 58,900,000 shares |
| Hedge Funds | 12.4% | 17,200,000 shares |
| Retail Investors | 11.3% | 15,700,000 shares |
Top Institutional Investors
- The Vanguard Group: 15.6% ownership
- BlackRock Inc.: 12.3% ownership
- Capital World Investors: 8.7% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: $2.1 billion annual revenue
- Operating margin: 19.3%
- Return on Equity: 16.5%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 67.2% |
| Value Investing | 22.5% |
| Short-term Trading | 10.3% |
Dividend Investment Metrics
Dividend-related investment characteristics:
- Dividend Yield: 0.6%
- Dividend Growth Rate: 15.4%
- Consecutive Years of Dividend Increases: 20 years
Key Investors and Their Influence on HEICO Corporation (HEI)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 88.73%, representing significant investor confidence.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 15,234,567 | 12.45% |
| BlackRock Inc. | 11,876,543 | 9.67% |
| Capital World Investors | 8,765,432 | 7.14% |
| State Street Corporation | 6,543,210 | 5.33% |
Institutional Investment Trends
- Institutional investors increased their holdings by 3.2% in the last quarter
- Total institutional investment value reached $1.87 billion
- Net institutional purchases were $58.4 million
Institutional investors currently hold 88.73% of outstanding shares, indicating substantial market confidence.
Market Impact and Investor Sentiment of HEICO Corporation (HEI)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 5,764,896 | 10.42% |
| BlackRock Inc. | 4,932,145 | 8.91% |
| Capital World Investors | 3,876,543 | 7.01% |
Notable investor activities in recent quarters include:
- The Vanguard Group increased its stake by 2.3% in the last reporting period
- BlackRock Inc. maintained a consistent investment position
- Dimensional Fund Advisors LP added 189,456 shares to its portfolio
Insider ownership breakdown reveals:
- Total insider ownership: 4.7%
- Laurans A. Mendelson (Chairman) owns 3.2% of outstanding shares
- Eric A. Mendelson (President/CEO) holds 1.5% of shares
Institutional investor ownership stands at 82.6% of total outstanding shares, demonstrating significant professional investor confidence.
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