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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 18,603 | $672.5K | 0.02% | −12,596−40.4% | Reduced |
| Wedbush Securities Inc | 18,639 | $674.0K | 0.03% | −1,298−6.5% | Reduced |
| Carson Advisory Inc. | 18,720 | $676.7K | 0.53% | +141+0.8% | Added |
| Oak Harbor Wealth Partners, LLC | 18,794 | $679.4K | 0.23% | −1,707−8.3% | Reduced |
| Great Lakes Retirement, Inc. | 18,870 | $682.2K | 0.11% | +1,010+5.7% | Added |
| Keybank National Association | 18,998 | $686.8K | 0.00% | −2,286−10.7% | Reduced |
| National Asset Management, Inc. | 19,122 | $691.3K | 0.02% | −4,849−20.2% | Reduced |
| First Hawaiian Bank | 19,138 | $691.8K | 0.02% | −1,504−7.3% | Reduced |
| Holderness Investments Co | 19,145 | $692.1K | 0.19% | +550+3.0% | Added |
| Alberta Investment Management Corp | 19,200 | $694.1K | 0.01% | 00.0% | Unchanged |
| FJ Investments, LLC | 19,261 | $696.3K | 0.03% | +19,261 | New |
| Montgomery Investment Management Inc | 19,400 | $701.3K | 0.22% | −500−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 19,513 | $705.4K | 0.08% | +2,358+13.7% | Added |
| Meridian Wealth Management, LLC | 19,566 | $707.3K | 0.05% | −17,706−47.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 19,641 | $710.0K | 0.49% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 19,735 | $713.6K | 0.01% | +242+1.2% | Added |
| Erste Asset Management GmbH | 20,000 | $724.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $724.4K | 0.66% | – | – |
| MGB Wealth Management, LLC | 20,142 | $728.3K | 0.37% | +20,142 | New |
| Fidelis Capital Partners, LLC | 20,256 | $732.3K | 0.16% | +359+1.8% | Added |
| Colonial Trust Co | 20,261 | $732.4K | 0.15% | +8,861+77.7% | Added |
| Avidian Wealth Solutions, LLC | 20,412 | $737.9K | 0.05% | +2,452+13.7% | Added |
| Court Place Advisors, LLC | 20,443 | $739.0K | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 20,489 | $740.7K | 0.01% | +9,300+83.1% | Added |
| Outfitter Financial LLC | 20,550 | $742.9K | 0.65% | −150−0.7% | Reduced |
| Titleist Asset Management, LLC | 20,768 | $750.7K | 0.14% | −732−3.4% | Reduced |
| Snowden Capital Advisors LLC | 20,857 | $754.0K | 0.03% | +484+2.4% | Added |
| Investment Management Corp of Ontario | 20,929 | $756.6K | 0.02% | +20,929 | New |
| Stablepoint Partners, LLC | 21,039 | $760.6K | 0.19% | +21,039 | New |
| Concentric Capital Strategies, LP | 21,138 | $764.1K | 0.10% | +21,138 | New |
| TownSquare Capital, LLC | 21,237 | $767.7K | 0.01% | −1,089−4.9% | Reduced |
| Journey Advisory Group, LLC | 21,705 | $784.6K | 0.11% | −150−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 21,895 | $791.5K | 0.05% | +21,895 | New |
| ClearAlpha Technologies LP | 22,141 | $800.4K | 0.30% | +22,141 | New |
| VeraBank, N.A. | 22,185 | $802.0K | 0.27% | −335−1.5% | Reduced |
| Headlands Technologies LLC | 22,201 | $802.6K | 0.24% | −16,072−42.0% | Reduced |
| NVWM, LLC | 22,245 | $804.2K | 0.24% | −514−2.3% | Reduced |
| Davenport & Co LLC | 22,313 | $806.6K | 0.01% | +3,030+15.7% | Added |
| Eqis Capital Management, Inc. | 22,324 | $807.0K | 0.07% | −328−1.4% | Reduced |
| Brown Advisory Inc | 22,736 | $821.9K | 0.00% | +780+3.6% | Added |
| Aigen Investment Management, LP | 22,838 | $825.6K | 0.15% | +10,634+87.1% | Added |
| Doheny Asset Management | 22,922 | $829.0K | 0.81% | −1,767−7.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 22,940 | $829.3K | 0.01% | +22,940 | New |
| WBI Investments | 23,069 | $833.9K | 0.17% | −144,729−86.3% | Reduced |
| Cetera Advisors LLC | 23,111 | $835.5K | 0.01% | +543+2.4% | Added |
| Financial Insights, Inc. | 23,141 | $836.5K | 0.26% | −1,603−6.5% | Reduced |
| Clearbridge Investments, LLC | 23,200 | $838.7K | 0.00% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 23,390 | $845.5K | 0.17% | +2,815+13.7% | Added |
| Capital Advisors Inc | 24,237 | $876.2K | 0.02% | −3,305−12.0% | Reduced |
| Capstone Investment Advisors, LLC | 24,320 | $879.2K | 0.02% | +24,320 | New |
| CWM, LLC | 24,391 | $882.0K | 0.00% | +1,138+4.9% | Added |
| Savant Capital, LLC | 24,405 | $882.3K | 0.01% | −687−2.7% | Reduced |
| Wetherby Asset Management Inc | 24,441 | $883.5K | 0.05% | +116+0.5% | Added |
| Pin Oak Investment Advisors Inc | 24,705 | $893.0K | 0.90% | −625−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 24,760 | $895.1K | 0.02% | +401+1.6% | Added |
| Verition Fund Management LLC | 24,789 | $896.1K | 0.01% | +6,742+37.4% | Added |
| Saxon Interests, Inc. | 25,228 | $912.0K | 0.46% | +25,228 | New |
| Toth Financial Advisory Corp | 25,233 | $912.2K | 0.12% | +1,000+4.1% | Added |
| Leisure Capital Management | 25,326 | $915.5K | 0.49% | −3,377−11.8% | Reduced |
| Wolverine Trading, LLC | 25,510 | $922.2K | 0.01% | −39,712−60.9% | Reduced |
| MML Investors Services, LLC | 25,915 | $937.0K | 0.00% | −5,456−17.4% | Reduced |
| Beacon Pointe Advisors, LLC | 26,127 | $944.5K | 0.01% | +733+2.9% | Added |
| United Services Automobile Association | 26,172 | $946.1K | 0.02% | +2,653+11.3% | Added |
| Peapack Gladstone Financial Corp | 26,177 | $947.0K | 0.02% | −7,413−22.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,375 | $953.5K | 0.09% | +26,375 | New |
| D.A. Davidson & Co. | 26,478 | $957.2K | 0.01% | −1,159−4.2% | Reduced |
| SYSTM Wealth Solutions LLC | 26,608 | $961.9K | 0.13% | −189−0.7% | Reduced |
| Stevens Capital Management LP | 26,722 | $966.0K | 0.24% | +19,920+292.9% | Added |
| Level Four Advisory Services, LLC | 26,867 | $971.3K | 0.05% | −2,698−9.1% | Reduced |
| Spirit of America Management Corp | 27,000 | $976.0K | 0.21% | +24,000+800.0% | Added |
| Citizens & Northern Corp | 27,003 | $976.2K | 0.35% | −726−2.6% | Reduced |
| Bowman & Co S.C. | 27,549 | $995.9K | 0.69% | +1,503+5.8% | Added |
| Buckingham Capital Management, Inc. | 27,566 | $996.5K | 0.13% | −338−1.2% | Reduced |
| Banque Cantonale Vaudoise | 27,985 | $1.01M | 0.04% | +12,303+78.5% | Added |
| Recurrent Investment Advisors LLC | 28,223 | $1.02M | 0.15% | −3,096−9.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,331 | $1.02M | 0.03% | −31−0.1% | Reduced |
| Kestra Advisory Services, LLC | 28,334 | $1.02M | 0.01% | −281−1.0% | Reduced |
| Nomura Holdings Inc | 28,732 | $1.04M | 0.01% | +28,732 | New |
| Bourgeon Capital Management LLC | 29,425 | $1.06M | 0.24% | +125+0.4% | Added |
| Invera Wealth Advisors, LLC | 29,478 | $1.07M | 0.67% | +29,478 | New |
| Geller Advisors LLC | 29,501 | $1.07M | 0.10% | +13,174+80.7% | Added |
| Nikko Asset Management Americas, Inc. | 29,727 | $1.07M | 0.01% | −306−1.0% | Reduced |
| Marex Group plc | 29,978 | $1.08M | 0.04% | +20,224+207.3% | Added |
| Advisor Resource Council | 29,979 | $1.08M | 0.13% | +15,247+103.5% | Added |
| Atlantic Union Bankshares Corp | 30,253 | $1.09M | 0.10% | −11,537−27.6% | Reduced |
| 9258 Wealth Management, LLC | 30,879 | $1.12M | 0.20% | +3,803+14.0% | Added |
| Avitas Wealth Management LLC | 30,946 | $1.12M | 0.19% | +765+2.5% | Added |
| Mirabella Financial Services LLP | 31,103 | $1.12M | 0.16% | +31,103 | New |
| Empirical Finance, LLC | 31,220 | $1.13M | 0.08% | +233+0.8% | Added |
| Ostrum Asset Management | 31,282 | $1.13M | 0.10% | +10,176+48.2% | Added |
| Huntington National Bank | 31,557 | $1.14M | 0.01% | +10,399+49.1% | Added |
| NorthCrest Asset Manangement, LLC | 31,883 | $1.15M | 0.04% | −1,625−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,887 | $1.15M | 0.08% | +470+1.5% | Added |
| Centaurus Financial, Inc. | 32,053 | $1.16M | 0.09% | −161−0.5% | Reduced |
| WealthTrust Asset Management, LLC | 32,395 | $1.17M | 0.99% | −2,985−8.4% | Reduced |
| Veriti Management LLC | 32,421 | $1.17M | 0.10% | +3,162+10.8% | Added |
| Nwam LLC | 32,532 | $1.18M | 0.09% | −3,986−10.9% | Reduced |
| Norinchukin Bank, The | 33,136 | $1.20M | 0.03% | −5,926−15.2% | Reduced |
| Argent Trust Co | 33,166 | $1.20M | 0.06% | −555−1.6% | Reduced |
| CWM Advisors, LLC | 33,363 | $1.21M | 0.13% | +24,312+268.6% | Added |