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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 11,752 | $424.8K | 0.18% | +11,752 | New |
| Tritonpoint Wealth, LLC | 11,744 | $424.5K | 0.04% | +11,744 | New |
| Krilogy Financial LLC | 11,690 | $422.6K | 0.04% | +197+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 11,596 | $419.0K | 0.04% | −5,143−30.7% | Reduced |
| 1858 Wealth Management, LLC | 11,560 | $417.9K | 0.40% | +11,560 | New |
| Guinness Atkinson Asset Management Inc | 11,461 | $414.3K | 0.21% | −608−5.0% | Reduced |
| Moody National Bank Trust Division | 11,436 | $413.4K | 0.03% | −10,634−48.2% | Reduced |
| MSH Capital Advisors LLC | 11,361 | $410.7K | 0.15% | −332−2.8% | Reduced |
| Advanced Portfolio Management, LLC | 11,322 | $409.3K | 0.43% | +11,322 | New |
| Aurora Private Wealth, Inc. | 11,265 | $407.0K | 0.38% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,107 | $401.5K | 0.01% | −5,287−32.2% | Reduced |
| StoneX Group Inc. | 11,097 | $401.1K | 0.04% | +5,821+110.3% | Added |
| Sumitomo Life Insurance Co | 11,092 | $401.0K | 0.01% | −42−0.4% | Reduced |
| Allred Capital Management, LLC | 11,050 | $399.5K | 0.17% | +20.0% | Added |
| Cito Capital Group, LLC | 11,000 | $398.0K | 0.17% | 00.0% | Unchanged |
| LSV Asset Management | 10,900 | $394.0K | 0.00% | −74,000−87.2% | Reduced |
| Capital Analysts, LLC | 10,800 | $390.0K | 0.02% | −13−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,747 | $388.5K | 0.05% | +10,747 | New |
| Syon Capital LLC | 10,684 | $386.2K | 0.04% | +106+1.0% | Added |
| Stonegate Investment Group, LLC | 10,546 | $381.2K | 0.01% | +24+0.2% | Added |
| Cornerstone Wealth Management, LLC | 10,501 | $379.6K | 0.03% | +90+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 10,448 | $377.7K | 0.04% | +10,448 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,432 | $377.1K | 0.02% | +300+3.0% | Added |
| Citizens National Bank Trust Department | 10,380 | $375.2K | 0.10% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 10,378 | $375.2K | 0.27% | +10,378 | New |
| Centiva Capital, LP | 10,322 | $373.1K | 0.02% | +9,106+748.8% | Added |
| Pinnacle Family Advisors, LLC | 10,315 | $372.9K | 0.22% | +10,315 | New |
| Van Den Berg Management I, Inc | 10,290 | $372.0K | 0.12% | −125−1.2% | Reduced |
| Mather Group, LLC. | 10,262 | $371.0K | 0.01% | +1,101+12.0% | Added |
| Searle & Co. | 10,249 | $370.5K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,217 | $369.4K | 0.06% | +245+2.5% | Added |
| NorthRock Partners, LLC | 10,163 | $367.4K | 0.02% | +5,034+98.1% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 9,946 | $359.5K | 0.01% | −424−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 9,921 | $358.6K | 0.03% | +2,313+30.4% | Added |
| Park Avenue Securities LLC | 9,796 | $354.0K | 0.00% | −96−1.0% | Reduced |
| AlphaQ Advisors LLC | 9,715 | $351.2K | 0.24% | −1,503−13.4% | Reduced |
| Graypoint LLC | 9,643 | $348.6K | 0.03% | +74+0.8% | Added |
| Cigna Investments Inc | 9,612 | $347.0K | 0.07% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 9,593 | $346.8K | 0.23% | +9,593 | New |
| Mesirow Financial Investment Management, Inc. | 9,550 | $345.2K | 0.01% | +9,550 | New |
| Valeo Financial Advisors, LLC | 9,524 | $344.3K | 0.01% | +640+7.2% | Added |
| Boltwood Capital Management | 9,493 | $343.2K | 0.11% | +100+1.1% | Added |
| Edgestream Partners, L.P. | 9,430 | $340.9K | 0.02% | +9,430 | New |
| Wright Investors Service Inc | 9,387 | $339.3K | 0.10% | −3,917−29.4% | Reduced |
| Eukles Asset Management | 9,377 | $339.0K | 0.16% | −218−2.3% | Reduced |
| Sunpointe, LLC | 9,359 | $338.3K | 0.43% | +9,359 | New |
| Petrus Trust Company, LTA | 9,286 | $335.7K | 0.03% | +3,790+69.0% | Added |
| Ronald Blue Trust, Inc. | 8,261 | $335.0K | 0.01% | +295+3.7% | Added |
| Vident Advisory, LLC | 9,239 | $334.0K | 0.01% | −74−0.8% | Reduced |
| Dover Advisors, LLC | 9,239 | $334.0K | 0.44% | −4,349−32.0% | Reduced |
| Boston Private Wealth LLC | 9,201 | $332.6K | 0.01% | +3,034+49.2% | Added |
| WSFS Capital Management, LLC | 9,200 | $332.6K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 9,159 | $331.1K | 0.21% | +9,159 | New |
| 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 |
| Connectus Wealth, LLC | 9,005 | $325.5K | 0.01% | +2,792+44.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,992 | $325.1K | 0.08% | +8,992 | New |
| Vantage Consulting Group Inc | 8,935 | $323.0K | 0.22% | +985+12.4% | Added |
| Johnson Investment Counsel Inc | 8,894 | $321.5K | 0.00% | +10.0% | Added |
| Resolute Wealth Strategies, LLC | 8,868 | $320.6K | 0.22% | +185+2.1% | Added |
| NBC Securities, Inc. | 8,862 | $320.0K | 0.03% | −970−9.9% | Reduced |
| EverSource Wealth Advisors, LLC | 8,819 | $318.8K | 0.03% | −556−5.9% | Reduced |
| Rothschild Investment LLC | 8,812 | $318.6K | 0.03% | +8,812 | New |
| Fruth Investment Management | 8,770 | $317.0K | 0.09% | −100−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,600 | $310.9K | 0.01% | +8,600 | New |
| Fiduciary Trust Co | 8,589 | $310.5K | 0.01% | +2,590+43.2% | Added |
| Cim Investment Mangement Inc | 8,578 | $310.1K | 0.10% | 00.0% | Unchanged |
| Benin Management CORP | 8,566 | $309.7K | 0.11% | +143+1.7% | Added |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 8,404 | $303.8K | 0.03% | −11,312−57.4% | Reduced |
| QRG Capital Management, Inc. | 8,350 | $301.9K | 0.00% | +181+2.2% | Added |
| Peterson Wealth Services | 8,321 | $300.8K | 0.13% | +220+2.7% | Added |
| UniSuper Management Pty Ltd | 8,302 | $300.1K | 0.00% | +1,902+29.7% | Added |
| Sigma Planning Corp | 8,302 | $300.1K | 0.02% | −5,325−39.1% | Reduced |
| Israel Discount Bank of New York | 8,229 | $297.5K | 0.23% | −83−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 8,227 | $297.4K | 0.17% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,220 | $297.2K | 0.06% | +119+1.5% | Added |
| Burney Co | 8,169 | $295.3K | 0.01% | −9,575−54.0% | Reduced |
| Smithfield Trust Co | 8,000 | $289.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $289.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,950 | $287.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,878 | $284.8K | 0.01% | +7,878 | New |
| Magnetar Financial LLC | 7,842 | $283.5K | 0.01% | +7,842 | New |
| Accurate Wealth Management, LLC | 8,206 | $280.6K | 0.09% | +8,206 | New |
| Lathrop Investment Management Corp | 7,754 | $280.0K | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,721 | $279.1K | 0.00% | −441−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 7,631 | $275.9K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 7,605 | $274.9K | 0.07% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,600 | $274.7K | 0.00% | 00.0% | Unchanged |
| David Loasby | 7,570 | $272.3K | 0.03% | −894−10.6% | Reduced |
| Moreno Evelyn V | 7,509 | $271.4K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,495 | $270.9K | 0.03% | +40+0.5% | Added |
| CIBC Private Wealth Group, LLC | 7,446 | $269.2K | 0.00% | −944−11.3% | Reduced |
| J.W. Cole Advisors, Inc. | 7,440 | $269.0K | 0.02% | −599−7.5% | Reduced |
| GAMMA Investing LLC | 7,531 | $268.5K | 0.07% | +7,531 | New |
| Axxcess Wealth Management, LLC | 7,400 | $267.5K | 0.01% | +7,400 | New |
| Clarius Group, LLC | 7,340 | $265.3K | 0.02% | −1,096−13.0% | Reduced |