Exploring HEICO Corporation (HEI) Investor Profile: Who’s Buying and Why?

Exploring HEICO Corporation (HEI) Investor Profile: Who’s Buying and Why?

US | Industrials | Aerospace & Defense | NYSE

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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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