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, Q4 2023
Institutional positions in Halliburton Co as of Dec 31, 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
- 1,005
- +58 vs. Q3 2023
- Shares held
- 758.5M
- +2.27M (+0.3%) vs. Q3 2023
- Total value
- $27.4B
- −$3.26B (−10.6%) vs. Q3 2023
- New holders
- 150
- 352 more added
- Sold out
- 92
- 351 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Halliburton Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 7,235 | $261.5K | 0.18% | +7,235 | New |
| Global Retirement Partners, LLC | 7,873 | $263.8K | 0.01% | −521−6.2% | Reduced |
| Systematic Portfolios LLC | 7,306 | $264.1K | 0.80% | +7,306 | New |
| SeaCrest Wealth Management, LLC | 7,357 | $264.6K | 0.03% | −242−3.2% | Reduced |
| Baron Wealth Management LLC | 7,337 | $265.2K | 0.15% | −2,197−23.0% | Reduced |
| Clarius Group, LLC | 7,340 | $265.3K | 0.02% | −1,096−13.0% | Reduced |
| Axxcess Wealth Management, LLC | 7,400 | $267.5K | 0.01% | +7,400 | New |
| GAMMA Investing LLC | 7,531 | $268.5K | 0.07% | +7,531 | New |
| J.W. Cole Advisors, Inc. | 7,440 | $269.0K | 0.02% | −599−7.5% | Reduced |
| CIBC Private Wealth Group, LLC | 7,446 | $269.2K | 0.00% | −944−11.3% | Reduced |
| Confluence Wealth Services, Inc. | 7,495 | $270.9K | 0.03% | +40+0.5% | Added |
| Moreno Evelyn V | 7,509 | $271.4K | 0.13% | 00.0% | Unchanged |
| David Loasby | 7,570 | $272.3K | 0.03% | −894−10.6% | Reduced |
| Welch & Forbes LLC | 7,600 | $274.7K | 0.00% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 7,605 | $274.9K | 0.07% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7,631 | $275.9K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,721 | $279.1K | 0.00% | −441−5.4% | Reduced |
| Lathrop Investment Management Corp | 7,754 | $280.0K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,206 | $280.6K | 0.09% | +8,206 | New |
| Magnetar Financial LLC | 7,842 | $283.5K | 0.01% | +7,842 | New |
| Principal Securities, Inc. | 7,878 | $284.8K | 0.01% | +7,878 | New |
| Fukoku Mutual Life Insurance Co | 7,950 | $287.4K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,000 | $289.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $289.0K | 0.06% | 00.0% | Unchanged |
| Burney Co | 8,169 | $295.3K | 0.01% | −9,575−54.0% | Reduced |
| MidWestOne Financial Group, Inc. | 8,220 | $297.2K | 0.06% | +119+1.5% | Added |
| Smith Shellnut Wilson LLC | 8,227 | $297.4K | 0.17% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 8,229 | $297.5K | 0.23% | −83−1.0% | Reduced |
| Sigma Planning Corp | 8,302 | $300.1K | 0.02% | −5,325−39.1% | Reduced |
| UniSuper Management Pty Ltd | 8,302 | $300.1K | 0.00% | +1,902+29.7% | Added |
| Peterson Wealth Services | 8,321 | $300.8K | 0.13% | +220+2.7% | Added |
| QRG Capital Management, Inc. | 8,350 | $301.9K | 0.00% | +181+2.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,404 | $303.8K | 0.03% | −11,312−57.4% | Reduced |
| Compagnie Lombard Odier SCmA | 8,500 | $307.3K | 0.01% | −1,562−15.5% | Reduced |
| Cohen Klingenstein LLC | 8,500 | $307.3K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 8,566 | $309.7K | 0.11% | +143+1.7% | Added |
| Cim Investment Mangement Inc | 8,578 | $310.1K | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,589 | $310.5K | 0.01% | +2,590+43.2% | Added |
| Meiji Yasuda Life Insurance Co | 8,600 | $310.9K | 0.01% | +8,600 | New |
| Fruth Investment Management | 8,770 | $317.0K | 0.09% | −100−1.1% | Reduced |
| Rothschild Investment LLC | 8,812 | $318.6K | 0.03% | +8,812 | New |
| EverSource Wealth Advisors, LLC | 8,819 | $318.8K | 0.03% | −556−5.9% | Reduced |
| NBC Securities, Inc. | 8,862 | $320.0K | 0.03% | −970−9.9% | Reduced |
| Resolute Wealth Strategies, LLC | 8,868 | $320.6K | 0.22% | +185+2.1% | Added |
| Johnson Investment Counsel Inc | 8,894 | $321.5K | 0.00% | +10.0% | Added |
| Vantage Consulting Group Inc | 8,935 | $323.0K | 0.22% | +985+12.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,992 | $325.1K | 0.08% | +8,992 | New |
| Connectus Wealth, LLC | 9,005 | $325.5K | 0.01% | +2,792+44.9% | Added |
| Fortem Financial Group, LLC | 9,100 | $329.0K | 0.16% | +500+5.8% | Added |
| Clare Market Investments LLC | 9,100 | $329.0K | 0.11% | +2,000+28.2% | Added |
| IVC Wealth Advisors LLC | 9,159 | $331.1K | 0.21% | +9,159 | New |
| WSFS Capital Management, LLC | 9,200 | $332.6K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,201 | $332.6K | 0.01% | +3,034+49.2% | Added |
| Dover Advisors, LLC | 9,239 | $334.0K | 0.44% | −4,349−32.0% | Reduced |
| Vident Advisory, LLC | 9,239 | $334.0K | 0.01% | −74−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,261 | $335.0K | 0.01% | +295+3.7% | Added |
| Petrus Trust Company, LTA | 9,286 | $335.7K | 0.03% | +3,790+69.0% | Added |
| Sunpointe, LLC | 9,359 | $338.3K | 0.43% | +9,359 | New |
| Eukles Asset Management | 9,377 | $339.0K | 0.16% | −218−2.3% | Reduced |
| Wright Investors Service Inc | 9,387 | $339.3K | 0.10% | −3,917−29.4% | Reduced |
| Edgestream Partners, L.P. | 9,430 | $340.9K | 0.02% | +9,430 | New |
| Boltwood Capital Management | 9,493 | $343.2K | 0.11% | +100+1.1% | Added |
| Valeo Financial Advisors, LLC | 9,524 | $344.3K | 0.01% | +640+7.2% | Added |
| Mesirow Financial Investment Management, Inc. | 9,550 | $345.2K | 0.01% | +9,550 | New |
| Maxwell Wealth Strategies Inc. | 9,593 | $346.8K | 0.23% | +9,593 | New |
| Cigna Investments Inc | 9,612 | $347.0K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 9,643 | $348.6K | 0.03% | +74+0.8% | Added |
| AlphaQ Advisors LLC | 9,715 | $351.2K | 0.24% | −1,503−13.4% | Reduced |
| Park Avenue Securities LLC | 9,796 | $354.0K | 0.00% | −96−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 9,921 | $358.6K | 0.03% | +2,313+30.4% | Added |
| Ameritas Investment Partners, Inc. | 9,946 | $359.5K | 0.01% | −424−4.1% | Reduced |
| U S Global Investors Inc | 10,000 | $361.5K | 0.02% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 10,000 | $361.5K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,163 | $367.4K | 0.02% | +5,034+98.1% | Added |
| Personal Cfo Solutions, LLC | 10,217 | $369.4K | 0.06% | +245+2.5% | Added |
| Searle & Co. | 10,249 | $370.5K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,262 | $371.0K | 0.01% | +1,101+12.0% | Added |
| Van Den Berg Management I, Inc | 10,290 | $372.0K | 0.12% | −125−1.2% | Reduced |
| Pinnacle Family Advisors, LLC | 10,315 | $372.9K | 0.22% | +10,315 | New |
| Centiva Capital, LP | 10,322 | $373.1K | 0.02% | +9,106+748.8% | Added |
| Shelton Wealth Management, LLC | 10,378 | $375.2K | 0.27% | +10,378 | New |
| Citizens National Bank Trust Department | 10,380 | $375.2K | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,432 | $377.1K | 0.02% | +300+3.0% | Added |
| Kingswood Wealth Advisors, LLC | 10,448 | $377.7K | 0.04% | +10,448 | New |
| Cornerstone Wealth Management, LLC | 10,501 | $379.6K | 0.03% | +90+0.9% | Added |
| Stonegate Investment Group, LLC | 10,546 | $381.2K | 0.01% | +24+0.2% | Added |
| Syon Capital LLC | 10,684 | $386.2K | 0.04% | +106+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,747 | $388.5K | 0.05% | +10,747 | New |
| Capital Analysts, LLC | 10,800 | $390.0K | 0.02% | −13−0.1% | Reduced |
| LSV Asset Management | 10,900 | $394.0K | 0.00% | −74,000−87.2% | Reduced |
| Cito Capital Group, LLC | 11,000 | $398.0K | 0.17% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,050 | $399.5K | 0.17% | +20.0% | Added |
| Sumitomo Life Insurance Co | 11,092 | $401.0K | 0.01% | −42−0.4% | Reduced |
| StoneX Group Inc. | 11,097 | $401.1K | 0.04% | +5,821+110.3% | Added |
| TD Private Client Wealth LLC | 11,107 | $401.5K | 0.01% | −5,287−32.2% | Reduced |
| Aurora Private Wealth, Inc. | 11,265 | $407.0K | 0.38% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 11,322 | $409.3K | 0.43% | +11,322 | New |
| MSH Capital Advisors LLC | 11,361 | $410.7K | 0.15% | −332−2.8% | Reduced |
| Moody National Bank Trust Division | 11,436 | $413.4K | 0.03% | −10,634−48.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,461 | $414.3K | 0.21% | −608−5.0% | Reduced |