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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 9,892 | $401.0K | 0.01% | −14,878−60.1% | Reduced |
| NBC Securities, Inc. | 9,832 | $398.0K | 0.04% | +9,832 | New |
| Marex Group plc | 9,754 | $395.0K | 0.06% | −2,393−19.7% | Reduced |
| Cigna Investments Inc | 9,612 | $390.0K | 0.09% | −1,255−11.5% | Reduced |
| Eukles Asset Management | 9,595 | $388.6K | 0.21% | +75+0.8% | Added |
| Graypoint LLC | 9,569 | $387.5K | 0.04% | +3,258+51.6% | Added |
| Baron Wealth Management LLC | 9,534 | $386.1K | 0.25% | −2,204−18.8% | Reduced |
| Boltwood Capital Management | 9,393 | $380.4K | 0.14% | −375−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 9,375 | $379.7K | 0.04% | −505−5.1% | Reduced |
| Vident Advisory, LLC | 9,313 | $377.2K | 0.01% | +9,313 | New |
| Stephens Inc | 9,242 | $374.3K | 0.01% | −125−1.3% | Reduced |
| WSFS Capital Management, LLC | 9,200 | $372.6K | 0.02% | +9,200 | New |
| Empower Advisory Group, LLC | 9,199 | $372.6K | 0.00% | −35−0.4% | Reduced |
| We Are One Seven, LLC | 9,169 | $371.3K | 0.03% | −873−8.7% | Reduced |
| Mather Group, LLC. | 9,161 | $371.0K | 0.01% | +2,423+36.0% | Added |
| CWM Advisors, LLC | 9,051 | $366.6K | 0.05% | −2,779−23.5% | Reduced |
| Johnson Investment Counsel Inc | 8,893 | $360.2K | 0.00% | +1,570+21.4% | Added |
| Valeo Financial Advisors, LLC | 8,884 | $359.8K | 0.02% | +8,884 | New |
| Fruth Investment Management | 8,870 | $359.0K | 0.11% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,782 | $355.7K | 0.01% | −287,748−97.0% | Reduced |
| Resolute Wealth Strategies, LLC | 8,683 | $351.7K | 0.26% | +22+0.3% | Added |
| Ameritas Advisory Services, LLC | 8,094 | $349.1K | 0.02% | +176+2.2% | Added |
| Fortem Financial Group, LLC | 8,600 | $348.3K | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,578 | $347.4K | 0.13% | −218−2.5% | Reduced |
| Cohen Klingenstein LLC | 8,500 | $344.3K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 8,492 | $343.9K | 0.02% | +8,492 | New |
| Clarius Group, LLC | 8,436 | $341.7K | 0.03% | −2,413−22.2% | Reduced |
| Benin Management CORP | 8,423 | $341.1K | 0.13% | −160−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 8,390 | $339.8K | 0.00% | +8,390 | New |
| Asahi Life Asset Management Co., Ltd. | 8,370 | $339.0K | 0.12% | +8,370 | New |
| Israel Discount Bank of New York | 8,312 | $336.6K | 0.28% | −110−1.3% | Reduced |
| NEOS Investment Management LLC | 8,292 | $335.8K | 0.04% | +8,292 | New |
| Fulton Bank, N.A. | 8,239 | $333.7K | 0.02% | −3,463−29.6% | Reduced |
| Smith Shellnut Wilson LLC | 8,227 | $333.2K | 0.20% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,194 | $332.0K | 0.01% | −949−10.4% | Reduced |
| QRG Capital Management, Inc. | 8,169 | $330.8K | 0.01% | +8,169 | New |
| Alps Advisors Inc | 8,162 | $330.6K | 0.00% | −1,038−11.3% | Reduced |
| MidWestOne Financial Group, Inc. | 8,101 | $328.1K | 0.07% | −175−2.1% | Reduced |
| Peterson Wealth Services | 8,101 | $328.1K | 0.25% | +209+2.6% | Added |
| J.W. Cole Advisors, Inc. | 8,039 | $325.6K | 0.02% | −10,397−56.4% | Reduced |
| Smithfield Trust Co | 8,000 | $324.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $324.0K | 0.08% | 00.0% | Unchanged |
| David Loasby | 8,464 | $323.9K | 0.04% | +1,465+20.9% | Added |
| Spartan Planning & Wealth Management | 7,978 | $323.1K | 0.38% | +7,978 | New |
| 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 |
| Global Retirement Partners, LLC | 8,394 | $321.3K | 0.02% | −537−6.0% | Reduced |
| IHT Wealth Management, LLC | 7,893 | $319.6K | 0.02% | −589−6.9% | Reduced |
| Lathrop Investment Management Corp | 7,754 | $314.0K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 7,706 | $312.1K | 0.04% | −3,172−29.2% | Reduced |
| 1620 Investment Advisors, Inc. | 7,677 | $310.9K | 0.36% | −263−3.3% | Reduced |
| Paloma Partners Management Co | 7,637 | $309.3K | 0.06% | +7,637 | New |
| Guyasuta Investment Advisors Inc | 7,631 | $309.1K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 7,608 | $308.1K | 0.03% | 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 |
| Welch & Forbes LLC | 7,600 | $307.8K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,599 | $307.8K | 0.04% | −1,088−12.5% | Reduced |
| Moreno Evelyn V | 7,509 | $304.1K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,455 | $301.9K | 0.06% | +1,330+21.7% | Added |
| Rathbone Brothers plc | 7,441 | $301.4K | 0.00% | +1,160+18.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,439 | $301.3K | 0.07% | +289+4.0% | Added |
| S. R. Schill & Associates | 7,343 | $297.4K | 0.14% | +7,343 | New |
| Mraz, Amerine & Associates, Inc. | 7,253 | $293.7K | 0.07% | 00.0% | Unchanged |
| Fractal Investments LLC | 7,200 | $291.6K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 7,164 | $290.1K | 0.01% | +7,164 | New |
| Hilltop Holdings Inc. | 7,140 | $289.2K | 0.04% | +7,140 | New |
| Crestone Asset Management LLC | 7,126 | $288.6K | 0.07% | +7,126 | New |
| Machina Capital S.A.S. | 7,110 | $288.0K | 0.16% | +7,110 | New |
| Clare Market Investments LLC | 7,100 | $287.6K | 0.11% | +7,100 | New |
| Country Club Bank | 6,835 | $285.6K | 0.02% | −71,712−91.3% | Reduced |
| Congress Wealth Management LLC | 7,013 | $284.0K | 0.01% | −8−0.1% | Reduced |
| Pittenger & Anderson Inc | 7,000 | $283.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,948 | $281.4K | 0.03% | +941+15.7% | Added |
| Private Trust Co NA | 6,944 | $281.2K | 0.04% | −480−6.5% | Reduced |
| Summit Trail Advisors, LLC | 6,940 | $281.1K | 0.01% | +365+5.6% | Added |
| Capstone Triton Financial Group, LLC | 6,818 | $276.1K | 0.20% | +6,818 | New |
| SCP Investment, LP | 6,800 | $275.4K | 0.21% | +6,800 | New |
| Intrua Financial, LLC | 6,799 | $275.3K | 0.05% | −3,426−33.5% | Reduced |
| Stevens Capital Management LP | 6,802 | $275.0K | 0.08% | −28,837−80.9% | Reduced |
| Balentine LLC | 6,784 | $274.8K | 0.01% | +155+2.3% | Added |
| EP Wealth Advisors, LLC | 6,767 | $274.1K | 0.00% | −93,233−93.2% | Reduced |
| Walker Asset Management, LLC | 6,754 | $273.5K | 0.24% | +6+0.1% | Added |
| BSW Wealth Partners | 6,639 | $268.9K | 0.06% | −729−9.9% | Reduced |
| Perigon Wealth Management, LLC | 6,572 | $266.2K | 0.01% | +6,572 | New |
| OneAscent Wealth Management LLC | 6,555 | $265.0K | 0.12% | +6,555 | New |
| Comerica Securities,inc. | 6,536 | $264.7K | 0.02% | −340−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 7,966 | $263.0K | 0.00% | +91+1.2% | Added |
| Chicago Capital, LLC | 6,490 | $262.8K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 6,470 | $262.0K | 0.01% | +6,470 | New |
| DRW Securities, LLC | 6,470 | $262.0K | 0.02% | +6,470 | New |
| Diligent Investors, LLC | 6,456 | $261.5K | 0.08% | +134+2.1% | Added |
| Avestar Capital, LLC | 6,416 | $259.9K | 0.04% | −619−8.8% | Reduced |
| UniSuper Management Pty Ltd | 6,400 | $259.2K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 6,368 | $257.9K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,346 | $257.0K | 0.01% | +45+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,304 | $255.3K | 0.08% | +6,304 | New |
| Conning Inc. | 6,224 | $252.1K | 0.01% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 6,213 | $251.6K | 0.01% | −31,511−83.5% | Reduced |