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, Q1 2024
Institutional positions in Halliburton Co as of Mar 31, 2024. 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
- 991
- −1 vs. Q4 2023
- Shares held
- 767.1M
- +9.25M (+1.2%) vs. Q4 2023
- Total value
- $30.2B
- +$2.84B (+10.4%) vs. Q4 2023
- New holders
- 93
- 384 more added
- Sold out
- 94
- 350 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Halliburton Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SpiderRock Advisors, LLC | 7,096 | $267.6K | 0.01% | +7,096 | New |
| Sheaff Brock Investment Advisors, LLC | 6,829 | $269.2K | 0.02% | −1,575−18.7% | Reduced |
| Hilltop Holdings Inc. | 6,834 | $269.4K | 0.03% | −143−2.0% | Reduced |
| Trust Co of Toledo NA | 6,846 | $269.9K | 0.04% | +6,846 | New |
| Quadrant Capital Group LLC | 6,859 | $270.4K | 0.02% | +142+2.1% | Added |
| Burney Co | 6,894 | $271.8K | 0.01% | −1,275−15.6% | Reduced |
| Guyasuta Investment Advisors Inc | 7,631 | $275.9K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 7,000 | $275.9K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 7,000 | $275.9K | 0.08% | +7,000 | New |
| Atalanta Sosnoff Capital, LLC | 7,170 | $282.6K | 0.01% | −6,080−45.9% | Reduced |
| Avestar Capital, LLC | 7,170 | $282.6K | 0.03% | +517+7.8% | Added |
| Fractal Investments LLC | 7,200 | $283.8K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,215 | $284.7K | 0.01% | −225−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 7,230 | $285.0K | 0.01% | +7,158+9,941.7% | Added |
| Burford Brothers, Inc. | 7,236 | $285.2K | 0.19% | +10.0% | Added |
| Baron Wealth Management LLC | 7,318 | $288.5K | 0.15% | −19−0.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,320 | $288.6K | 0.29% | +755+11.5% | Added |
| Soltis Investment Advisors LLC | 7,382 | $291.0K | 0.03% | +7,382 | New |
| Axxcess Wealth Management, LLC | 7,400 | $291.7K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,430 | $292.9K | 0.01% | −1,771−19.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,466 | $294.3K | 0.25% | −28,532−79.3% | Reduced |
| Welch & Forbes LLC | 7,600 | $299.6K | 0.00% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 7,605 | $299.8K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,611 | $300.0K | 0.09% | +7,611 | New |
| Lathrop Investment Management Corp | 7,754 | $306.0K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,864 | $307.3K | 0.09% | −342−4.2% | Reduced |
| Angeles Wealth Management, LLC | 7,819 | $308.2K | 0.03% | +7,819 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,854 | $309.6K | 0.02% | −2,893−26.9% | Reduced |
| Pinnacle Associates Ltd | 7,867 | $310.1K | 0.00% | +703+9.8% | Added |
| Fukoku Mutual Life Insurance Co | 7,950 | $313.4K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,966 | $314.0K | 0.00% | +1,089+15.8% | Added |
| Smithfield Trust Co | 8,000 | $315.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $315.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 8,434 | $315.0K | 0.01% | +8,434 | New |
| Resolute Wealth Strategies, LLC | 7,993 | $315.1K | 0.19% | −875−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 7,948 | $317.4K | 0.00% | +502+6.7% | Added |
| Parallel Advisors, LLC | 8,198 | $323.2K | 0.01% | +2,421+41.9% | Added |
| Smith Shellnut Wilson LLC | 8,227 | $324.3K | 0.17% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,239 | $324.8K | 0.00% | +1,023+14.2% | Added |
| Benin Management CORP | 8,259 | $325.6K | 0.10% | −307−3.6% | Reduced |
| CX Institutional | 8,289 | $326.8K | 0.02% | +1,623+24.3% | Added |
| MidWestOne Financial Group, Inc. | 8,292 | $326.9K | 0.06% | +72+0.9% | Added |
| Rothschild Investment LLC | 8,297 | $327.1K | 0.02% | −515−5.8% | Reduced |
| Confluence Wealth Services, Inc. | 8,309 | $327.6K | 0.03% | +814+10.9% | Added |
| Graypoint LLC | 8,337 | $328.7K | 0.02% | −1,306−13.5% | Reduced |
| NBC Securities, Inc. | 8,355 | $329.0K | 0.03% | −507−5.7% | Reduced |
| GAMMA Investing LLC | 8,350 | $329.2K | 0.07% | +819+10.9% | Added |
| Old National Bancorp | 8,384 | $330.5K | 0.01% | −5,791−40.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,500 | $335.1K | 0.01% | −100−1.2% | Reduced |
| Cohen Klingenstein LLC | 8,500 | $335.1K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 8,505 | $335.3K | 0.12% | +184+2.2% | Added |
| Cim Investment Mangement Inc | 8,578 | $338.1K | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,709 | $343.3K | 0.01% | +120+1.4% | Added |
| Vantage Consulting Group Inc | 8,751 | $345.0K | 0.22% | −184−2.1% | Reduced |
| Fruth Investment Management | 8,770 | $345.0K | 0.09% | 00.0% | Unchanged |
| Clare Market Investments LLC | 8,800 | $346.9K | 0.11% | −300−3.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,875 | $349.9K | 0.05% | −11,381−56.2% | Reduced |
| State of Wyoming | 8,887 | $350.3K | 0.06% | +3,406+62.1% | Added |
| MQS Management LLC | 8,948 | $352.7K | 0.20% | −4,622−34.1% | Reduced |
| Ellerson Group Inc | 9,020 | $355.6K | 0.27% | −3,740−29.3% | Reduced |
| Worth Financial Advisory Group, LLC | 9,063 | $357.3K | 0.25% | −7,992−46.9% | Reduced |
| WSFS Capital Management, LLC | 9,200 | $362.7K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 9,289 | $366.2K | 0.06% | +9,289 | New |
| Custom Index Systems, LLC | 9,352 | $368.7K | 0.21% | +9,352 | New |
| Mather Group, LLC. | 10,227 | $369.7K | 0.01% | −35−0.3% | Reduced |
| Abn Amro Investment Solutions | 9,380 | $369.8K | 0.01% | +2,680+40.0% | Added |
| Sunpointe, LLC | 9,420 | $371.3K | 0.41% | +61+0.7% | Added |
| Overbrook Management Corp | 9,441 | $372.2K | 0.10% | −5,248−35.7% | Reduced |
| Summit Trail Advisors, LLC | 9,451 | $372.6K | 0.01% | +3,738+65.4% | Added |
| Alps Advisors Inc | 9,477 | $373.6K | 0.00% | +1,756+22.7% | Added |
| Siemens Fonds Invest GmbH | 9,497 | $374.4K | 0.03% | −424−4.3% | Reduced |
| Bayesian Capital Management, LP | 9,500 | $374.5K | 0.04% | +9,500 | New |
| IVC Wealth Advisors LLC | 9,503 | $374.6K | 0.22% | +344+3.8% | Added |
| David Loasby | 9,142 | $374.7K | 0.04% | +1,572+20.8% | Added |
| AlphaQ Advisors LLC | 9,515 | $375.1K | 0.23% | −200−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 9,604 | $378.6K | 0.05% | +2,247+30.5% | Added |
| Berry Wealth Group, LP | 9,614 | $379.0K | 0.31% | −3,486−26.6% | Reduced |
| Cigna Investments Inc | 9,612 | $379.0K | 0.07% | 00.0% | Unchanged |
| Boltwood Capital Management | 9,618 | $379.1K | 0.12% | +125+1.3% | Added |
| NorthRock Partners, LLC | 9,667 | $381.1K | 0.01% | −496−4.9% | Reduced |
| Petrus Trust Company, LTA | 9,740 | $384.0K | 0.03% | +454+4.9% | Added |
| Valeo Financial Advisors, LLC | 9,935 | $384.7K | 0.01% | +411+4.3% | Added |
| Marex Group plc | 9,882 | $389.5K | 0.01% | −20,096−67.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,890 | $389.9K | 0.10% | +898+10.0% | Added |
| Aurora Private Wealth, Inc. | 9,808 | $392.0K | 0.34% | −1,457−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,946 | $392.1K | 0.01% | 00.0% | Unchanged |
| U S Global Investors Inc | 10,000 | $394.2K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 10,110 | $398.5K | 0.07% | −13,280−56.8% | Reduced |
| Eukles Asset Management | 10,156 | $400.4K | 0.17% | +779+8.3% | Added |
| Cornerstone Wealth Management, LLC | 10,212 | $402.6K | 0.03% | −289−2.8% | Reduced |
| Searle & Co. | 10,249 | $404.0K | 0.10% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 10,290 | $405.6K | 0.12% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 10,311 | $406.5K | 0.05% | −2,069−16.7% | Reduced |
| Geneos Wealth Management Inc. | 10,356 | $408.2K | 0.02% | +5,802+127.4% | Added |
| Citizens National Bank Trust Department | 10,380 | $409.2K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,492 | $413.6K | 0.01% | +942+9.9% | Added |
| Sumitomo Life Insurance Co | 10,508 | $414.2K | 0.01% | −584−5.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 10,517 | $414.6K | 0.19% | −944−8.2% | Reduced |
| Stonegate Investment Group, LLC | 10,570 | $416.7K | 0.01% | +24+0.2% | Added |
| 1858 Wealth Management, LLC | 11,560 | $417.9K | 0.40% | 00.0% | Unchanged |