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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 10,212 | $402.6K | 0.03% | −289−2.8% | Reduced |
| Eukles Asset Management | 10,156 | $400.4K | 0.17% | +779+8.3% | Added |
| Chatham Capital Group, Inc. | 10,110 | $398.5K | 0.07% | −13,280−56.8% | Reduced |
| U S Global Investors Inc | 10,000 | $394.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,946 | $392.1K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 9,808 | $392.0K | 0.34% | −1,457−12.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,890 | $389.9K | 0.10% | +898+10.0% | Added |
| Marex Group plc | 9,882 | $389.5K | 0.01% | −20,096−67.0% | Reduced |
| Valeo Financial Advisors, LLC | 9,935 | $384.7K | 0.01% | +411+4.3% | Added |
| Petrus Trust Company, LTA | 9,740 | $384.0K | 0.03% | +454+4.9% | Added |
| NorthRock Partners, LLC | 9,667 | $381.1K | 0.01% | −496−4.9% | Reduced |
| Boltwood Capital Management | 9,618 | $379.1K | 0.12% | +125+1.3% | Added |
| Cigna Investments Inc | 9,612 | $379.0K | 0.07% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 9,614 | $379.0K | 0.31% | −3,486−26.6% | Reduced |
| SeaCrest Wealth Management, LLC | 9,604 | $378.6K | 0.05% | +2,247+30.5% | Added |
| AlphaQ Advisors LLC | 9,515 | $375.1K | 0.23% | −200−2.1% | Reduced |
| David Loasby | 9,142 | $374.7K | 0.04% | +1,572+20.8% | Added |
| IVC Wealth Advisors LLC | 9,503 | $374.6K | 0.22% | +344+3.8% | Added |
| Bayesian Capital Management, LP | 9,500 | $374.5K | 0.04% | +9,500 | New |
| Siemens Fonds Invest GmbH | 9,497 | $374.4K | 0.03% | −424−4.3% | Reduced |
| Alps Advisors Inc | 9,477 | $373.6K | 0.00% | +1,756+22.7% | Added |
| Summit Trail Advisors, LLC | 9,451 | $372.6K | 0.01% | +3,738+65.4% | Added |
| Overbrook Management Corp | 9,441 | $372.2K | 0.10% | −5,248−35.7% | Reduced |
| Sunpointe, LLC | 9,420 | $371.3K | 0.41% | +61+0.7% | Added |
| Abn Amro Investment Solutions | 9,380 | $369.8K | 0.01% | +2,680+40.0% | Added |
| Mather Group, LLC. | 10,227 | $369.7K | 0.01% | −35−0.3% | Reduced |
| Custom Index Systems, LLC | 9,352 | $368.7K | 0.21% | +9,352 | New |
| BSW Wealth Partners | 9,289 | $366.2K | 0.06% | +9,289 | New |
| WSFS Capital Management, LLC | 9,200 | $362.7K | 0.02% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 9,063 | $357.3K | 0.25% | −7,992−46.9% | Reduced |
| Ellerson Group Inc | 9,020 | $355.6K | 0.27% | −3,740−29.3% | Reduced |
| MQS Management LLC | 8,948 | $352.7K | 0.20% | −4,622−34.1% | Reduced |
| State of Wyoming | 8,887 | $350.3K | 0.06% | +3,406+62.1% | Added |
| Fidelis Capital Partners, LLC | 8,875 | $349.9K | 0.05% | −11,381−56.2% | Reduced |
| Clare Market Investments LLC | 8,800 | $346.9K | 0.11% | −300−3.3% | Reduced |
| Fruth Investment Management | 8,770 | $345.0K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,751 | $345.0K | 0.22% | −184−2.1% | Reduced |
| Fiduciary Trust Co | 8,709 | $343.3K | 0.01% | +120+1.4% | Added |
| Cim Investment Mangement Inc | 8,578 | $338.1K | 0.10% | 00.0% | Unchanged |
| Peterson Wealth Services | 8,505 | $335.3K | 0.12% | +184+2.2% | Added |
| 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 |
| Old National Bancorp | 8,384 | $330.5K | 0.01% | −5,791−40.9% | Reduced |
| GAMMA Investing LLC | 8,350 | $329.2K | 0.07% | +819+10.9% | Added |
| NBC Securities, Inc. | 8,355 | $329.0K | 0.03% | −507−5.7% | Reduced |
| Graypoint LLC | 8,337 | $328.7K | 0.02% | −1,306−13.5% | Reduced |
| Confluence Wealth Services, Inc. | 8,309 | $327.6K | 0.03% | +814+10.9% | Added |
| Rothschild Investment LLC | 8,297 | $327.1K | 0.02% | −515−5.8% | Reduced |
| MidWestOne Financial Group, Inc. | 8,292 | $326.9K | 0.06% | +72+0.9% | Added |
| CX Institutional | 8,289 | $326.8K | 0.02% | +1,623+24.3% | Added |
| Benin Management CORP | 8,259 | $325.6K | 0.10% | −307−3.6% | Reduced |
| Rathbone Brothers plc | 8,239 | $324.8K | 0.00% | +1,023+14.2% | Added |
| Smith Shellnut Wilson LLC | 8,227 | $324.3K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,198 | $323.2K | 0.01% | +2,421+41.9% | Added |
| CIBC Private Wealth Group, LLC | 7,948 | $317.4K | 0.00% | +502+6.7% | Added |
| Resolute Wealth Strategies, LLC | 7,993 | $315.1K | 0.19% | −875−9.9% | Reduced |
| Ameritas Advisory Services, LLC | 8,434 | $315.0K | 0.01% | +8,434 | New |
| Smithfield Trust Co | 8,000 | $315.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 8,000 | $315.0K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,966 | $314.0K | 0.00% | +1,089+15.8% | Added |
| Fukoku Mutual Life Insurance Co | 7,950 | $313.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,867 | $310.1K | 0.00% | +703+9.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,854 | $309.6K | 0.02% | −2,893−26.9% | Reduced |
| Angeles Wealth Management, LLC | 7,819 | $308.2K | 0.03% | +7,819 | New |
| Accurate Wealth Management, LLC | 7,864 | $307.3K | 0.09% | −342−4.2% | Reduced |
| Lathrop Investment Management Corp | 7,754 | $306.0K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,611 | $300.0K | 0.09% | +7,611 | New |
| Quantum Financial Advisors, LLC | 7,605 | $299.8K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,600 | $299.6K | 0.00% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 7,466 | $294.3K | 0.25% | −28,532−79.3% | Reduced |
| Boston Private Wealth LLC | 7,430 | $292.9K | 0.01% | −1,771−19.2% | Reduced |
| Axxcess Wealth Management, LLC | 7,400 | $291.7K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,382 | $291.0K | 0.03% | +7,382 | New |
| 1620 Investment Advisors, Inc. | 7,320 | $288.6K | 0.29% | +755+11.5% | Added |
| Baron Wealth Management LLC | 7,318 | $288.5K | 0.15% | −19−0.3% | Reduced |
| Burford Brothers, Inc. | 7,236 | $285.2K | 0.19% | +10.0% | Added |
| Exchange Traded Concepts, LLC | 7,230 | $285.0K | 0.01% | +7,158+9,941.7% | Added |
| J.W. Cole Advisors, Inc. | 7,215 | $284.7K | 0.01% | −225−3.0% | Reduced |
| Fractal Investments LLC | 7,200 | $283.8K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 7,170 | $282.6K | 0.03% | +517+7.8% | Added |
| Atalanta Sosnoff Capital, LLC | 7,170 | $282.6K | 0.01% | −6,080−45.9% | Reduced |
| Pittenger & Anderson Inc | 7,000 | $275.9K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 7,000 | $275.9K | 0.08% | +7,000 | New |
| Guyasuta Investment Advisors Inc | 7,631 | $275.9K | 0.02% | 00.0% | Unchanged |
| Burney Co | 6,894 | $271.8K | 0.01% | −1,275−15.6% | Reduced |
| Quadrant Capital Group LLC | 6,859 | $270.4K | 0.02% | +142+2.1% | Added |
| Trust Co of Toledo NA | 6,846 | $269.9K | 0.04% | +6,846 | New |
| Hilltop Holdings Inc. | 6,834 | $269.4K | 0.03% | −143−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,829 | $269.2K | 0.02% | −1,575−18.7% | Reduced |
| SpiderRock Advisors, LLC | 7,096 | $267.6K | 0.01% | +7,096 | New |
| Walker Asset Management, LLC | 6,767 | $266.8K | 0.18% | +7+0.1% | Added |
| LexAurum Advisors, LLC | 6,754 | $266.2K | 0.07% | +6,754 | New |
| Conning Inc. | 6,752 | $266.2K | 0.01% | +588+9.5% | Added |
| Systematic Portfolios LLC | 6,731 | $265.3K | 0.91% | −575−7.9% | Reduced |
| Prio Wealth Limited Partnership | 6,594 | $259.9K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,520 | $257.0K | 0.00% | −50−0.8% | Reduced |
| Global Retirement Partners, LLC | 6,498 | $256.1K | 0.01% | −1,375−17.5% | Reduced |
| Chicago Capital, LLC | 6,490 | $255.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 6,466 | $254.9K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 6,466 | $254.9K | 0.11% | +6,466 | New |