Halliburton Co
HAL- Exchange
- NYSE
- Industry
- Oil & Gas Field Services, NEC
- SEC CIK
- 0000045012
In the last 90 days, Halliburton Co insiders filed 0 open-market purchases and 4 sales; 1,206 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Halliburton Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 960
- +55 vs. Q2 2023
- Shares held
- 756.7M
- +8.53M (+1.1%) vs. Q2 2023
- Total value
- $30.7B
- +$6.01B (+24.3%) vs. Q2 2023
- New holders
- 126
- 312 more added
- Sold out
- 71
- 364 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,206 | $25.0B |
| Q1 2026 | 1,203 | $28.2B |
| Q4 2025 | 1,015 | $20.6B |
| Q3 2025 | 919 | $18.3B |
| Q2 2025 | 902 | $15.1B |
| Q1 2025 | 955 | $18.2B |
| Q4 2024 | 960 | $20.0B |
| Q3 2024 | 929 | $21.6B |
| Q2 2024 | 979 | $26.3B |
| Q1 2024 | 991 | $30.2B |
| Q4 2023 | 1,005 | $27.4B |
| Q3 2023 | 960 | $30.7B |
| Q2 2023 | 916 | $24.7B |
| Q1 2023 | 935 | $23.9B |
| Q4 2022 | 945 | $29.5B |
| Q3 2022 | 812 | $18.3B |
| Q2 2022 | 843 | $23.1B |
| Q1 2022 | 864 | $27.5B |
| Q4 2021 | 733 | $16.3B |
| Q3 2021 | 671 | $15.1B |
| Q2 2021 | 686 | $16.1B |
| Q1 2021 | 679 | $14.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Halliburton Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 7,599 | $307.8K | 0.04% | −1,088−12.5% | Reduced |
| Welch & Forbes LLC | 7,600 | $307.8K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 7,605 | $308.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,605 | $308.0K | 0.02% | +263+3.6% | Added |
| Siemens Fonds Invest GmbH | 7,608 | $308.1K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7,631 | $309.1K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 7,637 | $309.3K | 0.06% | +7,637 | New |
| 1620 Investment Advisors, Inc. | 7,677 | $310.9K | 0.36% | −263−3.3% | Reduced |
| Weatherly Asset Management L. P. | 7,706 | $312.1K | 0.04% | −3,172−29.2% | Reduced |
| Lathrop Investment Management Corp | 7,754 | $314.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,893 | $319.6K | 0.02% | −589−6.9% | Reduced |
| Global Retirement Partners, LLC | 8,394 | $321.3K | 0.02% | −537−6.0% | Reduced |
| Vantage Consulting Group Inc | 7,950 | $322.0K | 0.22% | −2,143−21.2% | Reduced |
| Syntax Advisors, LLC | 7,950 | $322.0K | 0.28% | −2,143−21.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,950 | $322.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 7,978 | $323.1K | 0.38% | +7,978 | New |
| David Loasby | 8,464 | $323.9K | 0.04% | +1,465+20.9% | Added |
| Smithfield Trust Co | 8,000 | $324.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $324.0K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,039 | $325.6K | 0.02% | −10,397−56.4% | Reduced |
| Peterson Wealth Services | 8,101 | $328.1K | 0.25% | +209+2.6% | Added |
| MidWestOne Financial Group, Inc. | 8,101 | $328.1K | 0.07% | −175−2.1% | Reduced |
| Alps Advisors Inc | 8,162 | $330.6K | 0.00% | −1,038−11.3% | Reduced |
| QRG Capital Management, Inc. | 8,169 | $330.8K | 0.01% | +8,169 | New |
| iA Global Asset Management Inc. | 8,194 | $332.0K | 0.01% | −949−10.4% | Reduced |
| Smith Shellnut Wilson LLC | 8,227 | $333.2K | 0.20% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,239 | $333.7K | 0.02% | −3,463−29.6% | Reduced |
| NEOS Investment Management LLC | 8,292 | $335.8K | 0.04% | +8,292 | New |
| Israel Discount Bank of New York | 8,312 | $336.6K | 0.28% | −110−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,370 | $339.0K | 0.12% | +8,370 | New |
| CIBC Private Wealth Group, LLC | 8,390 | $339.8K | 0.00% | +8,390 | New |
| Benin Management CORP | 8,423 | $341.1K | 0.13% | −160−1.9% | Reduced |
| Clarius Group, LLC | 8,436 | $341.7K | 0.03% | −2,413−22.2% | Reduced |
| CX Institutional | 8,492 | $343.9K | 0.02% | +8,492 | New |
| Cohen Klingenstein LLC | 8,500 | $344.3K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,578 | $347.4K | 0.13% | −218−2.5% | Reduced |
| Fortem Financial Group, LLC | 8,600 | $348.3K | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 8,094 | $349.1K | 0.02% | +176+2.2% | Added |
| Resolute Wealth Strategies, LLC | 8,683 | $351.7K | 0.26% | +22+0.3% | Added |
| Trexquant Investment LP | 8,782 | $355.7K | 0.01% | −287,748−97.0% | Reduced |
| Fruth Investment Management | 8,870 | $359.0K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,884 | $359.8K | 0.02% | +8,884 | New |
| Johnson Investment Counsel Inc | 8,893 | $360.2K | 0.00% | +1,570+21.4% | Added |
| CWM Advisors, LLC | 9,051 | $366.6K | 0.05% | −2,779−23.5% | Reduced |
| Mather Group, LLC. | 9,161 | $371.0K | 0.01% | +2,423+36.0% | Added |
| We Are One Seven, LLC | 9,169 | $371.3K | 0.03% | −873−8.7% | Reduced |
| Empower Advisory Group, LLC | 9,199 | $372.6K | 0.00% | −35−0.4% | Reduced |
| WSFS Capital Management, LLC | 9,200 | $372.6K | 0.02% | +9,200 | New |
| Stephens Inc | 9,242 | $374.3K | 0.01% | −125−1.3% | Reduced |
| Vident Advisory, LLC | 9,313 | $377.2K | 0.01% | +9,313 | New |
| EverSource Wealth Advisors, LLC | 9,375 | $379.7K | 0.04% | −505−5.1% | Reduced |
| Boltwood Capital Management | 9,393 | $380.4K | 0.14% | −375−3.8% | Reduced |
| Baron Wealth Management LLC | 9,534 | $386.1K | 0.25% | −2,204−18.8% | Reduced |
| Graypoint LLC | 9,569 | $387.5K | 0.04% | +3,258+51.6% | Added |
| Eukles Asset Management | 9,595 | $388.6K | 0.21% | +75+0.8% | Added |
| Cigna Investments Inc | 9,612 | $390.0K | 0.09% | −1,255−11.5% | Reduced |
| Marex Group plc | 9,754 | $395.0K | 0.06% | −2,393−19.7% | Reduced |
| NBC Securities, Inc. | 9,832 | $398.0K | 0.04% | +9,832 | New |
| Park Avenue Securities LLC | 9,892 | $401.0K | 0.01% | −14,878−60.1% | Reduced |
| Personal Cfo Solutions, LLC | 9,972 | $403.9K | 0.08% | +3,168+46.6% | Added |
| U S Global Investors Inc | 10,000 | $405.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 10,012 | $405.0K | 0.00% | +295+3.0% | Added |
| Aventail Capital Group, LP | 10,000 | $405.0K | 0.03% | +10,000 | New |
| Compagnie Lombard Odier SCmA | 10,062 | $407.5K | 0.01% | +1,562+18.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,132 | $410.3K | 0.02% | +36+0.4% | Added |
| Searle & Co. | 10,249 | $415.1K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,370 | $420.0K | 0.02% | −591−5.4% | Reduced |
| Citizens National Bank Trust Department | 10,380 | $420.4K | 0.12% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 10,400 | $421.2K | 0.52% | +10,400 | New |
| Cornerstone Wealth Management, LLC | 10,411 | $421.6K | 0.04% | −1,963−15.9% | Reduced |
| Van Den Berg Management I, Inc | 10,415 | $421.8K | 0.15% | +26+0.3% | Added |
| Stonegate Investment Group, LLC | 10,522 | $426.2K | 0.02% | −283−2.6% | Reduced |
| Syon Capital LLC | 10,578 | $428.4K | 0.05% | +10,578 | New |
| Capital Analysts, LLC | 10,813 | $438.0K | 0.02% | +13+0.1% | Added |
| V-Square Quantitative Management LLC | 10,875 | $440.4K | 0.19% | +5,021+85.8% | Added |
| Avantax Advisory Services, Inc. | 10,875 | $440.4K | 0.00% | +280+2.6% | Added |
| Seven Eight Capital, LP | 10,973 | $444.4K | 0.05% | +10,973 | New |
| Cito Capital Group, LLC | 11,000 | $446.0K | 0.22% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,048 | $447.4K | 0.22% | −89−0.8% | Reduced |
| Sumitomo Life Insurance Co | 11,134 | $450.9K | 0.01% | −589−5.0% | Reduced |
| Sequoia Financial Advisors, LLC | 11,189 | $453.1K | 0.01% | +330+3.0% | Added |
| Qtron Investments LLC | 11,205 | $453.8K | 0.09% | +2,253+25.2% | Added |
| AlphaQ Advisors LLC | 11,218 | $454.3K | 0.40% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,265 | $456.0K | 0.50% | −495−4.2% | Reduced |
| Colonial Trust Co | 11,400 | $461.7K | 0.11% | +2,275+24.9% | Added |
| Krilogy Financial LLC | 11,493 | $465.5K | 0.04% | −3,999−25.8% | Reduced |
| Scotia Capital Inc. | 11,522 | $466.7K | 0.00% | +3,234+39.0% | Added |
| Navellier & Associates Inc | 11,565 | $468.4K | 0.08% | +11,565 | New |
| Ossiam | 11,625 | $470.8K | 0.01% | +8,761+305.9% | Added |
| HBW Advisory Services LLC | 11,625 | $471.0K | 0.10% | +236+2.1% | Added |
| MSH Capital Advisors LLC | 11,693 | $473.6K | 0.19% | +422+3.7% | Added |
| Polaris Wealth Advisory Group, LLC | 11,794 | $477.7K | 0.04% | −11,169−48.6% | Reduced |
| Coldstream Capital Management Inc | 11,797 | $477.8K | 0.02% | +95+0.8% | Added |
| Desjardins Global Asset Management Inc. | 11,903 | $481.7K | 0.05% | −9,604−44.7% | Reduced |
| Lake Street Advisors Group, LLC | 11,972 | $485.0K | 0.03% | +268+2.3% | Added |
| Guinness Atkinson Asset Management Inc | 12,069 | $488.8K | 0.27% | −517−4.1% | Reduced |
| Sheets Smith Wealth Management | 12,201 | $494.1K | 0.08% | +24+0.2% | Added |
| Aigen Investment Management, LP | 12,204 | $494.3K | 0.09% | +12,204 | New |
| Quadrature Capital Ltd | 12,230 | $495.3K | 0.01% | −361,927−96.7% | Reduced |
| Delta Financial Group, Inc. | 12,274 | $497.0K | 0.17% | +12,274 | New |