Halliburton (HAL) Institutional Ownership

$36.70
+0.37 (+1.02%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for Halliburton (NYSE:HAL)

Current
Institutional Ownership
Percentage
85.23%
Number of
Institutional Buyers
(last 12 months)
593
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$3.47B
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HAL Institutional Buying and Selling by Quarter

Halliburton Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Jennison Associates LLC1,894,299$74.67M0.0%-25.4%0.214%
5/2/2024Mutual of America Capital Management LLC116,701$4.60M0.0%-2.6%0.013%
5/2/2024Daiwa Securities Group Inc.88,333$3.48M0.0%+9.0%0.010%
5/2/2024Graypoint LLC8,337$329K0.0%-13.5%0.001%
5/2/2024Consolidated Planning Corp78,661$3.10M0.5%+39.4%0.009%
5/2/2024Quent Capital LLC2,888$114K0.0%+14.7%0.000%
5/2/2024Nordea Investment Management AB818,303$32.27M0.0%+6.5%0.092%
5/2/2024Slocum Gordon & Co LLP1,000$39K0.0%-50.0%0.000%
5/2/2024Fidelis Capital Partners LLC8,902$351K0.1%-56.1%0.001%
5/2/2024BNP Paribas14,235$561K0.0%N/A0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.45,336$1.79M0.1%+4.1%0.005%
5/2/2024Fortem Financial Group LLC6,300$248K0.1%-30.8%0.001%
5/1/2024StoneX Group Inc.23,875$941K0.1%+115.1%0.003%
5/1/2024Connecticut Wealth Management LLC17,507$690K0.0%-20.0%0.002%
5/1/2024Janney Montgomery Scott LLC148,406$5.85M0.0%+18.6%0.017%
5/1/2024Ascent Wealth Partners LLC156,187$6.16M0.9%-9.7%0.018%
5/1/2024Mirae Asset Global Investments Co. Ltd.148,671$5.86M0.0%+5.2%0.017%
5/1/2024 Worth Financial Advisory Group LLC9,063$357K0.2%-46.9%0.001%
5/1/2024 Sequoia Financial Advisors LLC15,887$626K0.0%-22.5%0.002%
4/30/2024 Private Advisor Group LLC47,084$1.86M0.0%-0.9%0.005%
4/30/2024 Retirement Systems of Alabama196,456$7.74M0.0%-0.4%0.022%
4/30/2024 Norden Group LLC40,620$1.60M0.1%N/A0.005%
4/30/2024 Van ECK Associates Corp6,173,192$243.35M0.4%-13.2%0.697%
4/30/2024 HB Wealth Management LLC13,859$546K0.0%+12.4%0.002%
4/30/2024 SpiderRock Advisors LLC7,096$268K0.0%N/A0.001%
4/30/2024 Woodward Diversified Capital LLC5,304$209K0.1%N/A0.001%
4/30/2024 Caprock Group LLC65,791$2.59M0.1%+16.6%0.007%
4/30/2024 OFI Invest Asset Management1,010,476$36.88M1.0%+2.8%0.114%
4/30/2024 Renaissance Investment Group LLC141,735$5.59M1.3%+2.7%0.016%
4/30/2024 Allspring Global Investments Holdings LLC677,773$26.72M0.0%-8.6%0.077%
4/29/2024Commonwealth Equity Services LLC132,989$5.24M0.0%-1.6%0.015%
4/29/2024 Greenleaf Trust15,680$618K0.0%+10.7%0.002%
4/29/2024 Principal Financial Group Inc.2,483,230$97.89M0.1%+116.9%0.280%
4/29/2024 RWA Wealth Partners LLC15,938$628K0.0%+29.0%0.002%
4/29/2024 Argyle Capital Management Inc.53,225$2.10M0.8%+4.7%0.006%
4/27/2024 Conning Inc.6,752$266K0.0%+9.5%0.001%
4/27/2024 Foster Victor Wealth Advisors LLC330,733$13.54M1.2%+35.6%0.037%
4/26/2024 Pinnacle Associates Ltd.7,867$310K0.0%+9.8%0.001%
4/26/2024 Securian Asset Management Inc.52,426$2.07M0.1%-7.5%0.006%
4/26/2024 Yousif Capital Management LLC119,688$4.72M0.1%-1.1%0.014%
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4/26/2024 SYSTM Wealth Solutions LLC22,901$903K0.1%-13.9%0.003%
4/26/2024 Sumitomo Life Insurance Co.10,508$414K0.0%-5.3%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.10,492$414K0.0%N/A0.001%
4/26/2024 Financial Insights Inc.17,441$688K0.2%-24.6%0.002%
4/26/2024 Meridian Wealth Management LLC18,519$730K0.1%-5.4%0.002%
4/25/2024 Lindbrook Capital LLC3,534$139K0.0%-6.9%0.000%
4/25/2024 New York State Teachers Retirement System908,160$35.80M0.1%-5.7%0.102%
4/25/2024 Bank of New York Mellon Corp7,258,963$286.15M0.1%-4.5%0.819%
4/25/2024 Strategy Asset Managers LLC20,227$797K0.2%+25.3%0.002%
4/25/2024 Capital Investment Advisory Services LLC5,225$206K0.0%N/A0.001%
4/25/2024 Triumph Capital Management15,833$632K0.3%-6.5%0.002%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 312,627$12.32M0.0%-6.0%0.035%
4/25/2024 Aaron Wealth Advisors LLC5,952$235K0.0%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC9,935$385K0.0%+4.3%0.001%
4/25/2024 IAG Wealth Partners LLC766$30K0.0%N/A0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.61,534$2.43M0.0%-52.9%0.007%
4/24/2024 Townsend & Associates Inc55,878$2.16M0.2%-1.1%0.006%
4/24/2024 Premier Path Wealth Partners LLC5,866$231K0.0%-10.5%0.001%
4/24/2024 Simplicity Wealth LLC16,153$637K0.0%N/A0.002%
4/24/2024 Spire Wealth Management135,299$5.33M0.2%+4.7%0.015%
4/24/2024 Assenagon Asset Management S.A.21,954$865K0.0%-92.8%0.002%
4/23/2024 Wetzel Investment Advisors Inc.5,584$216K0.1%-7.5%0.001%
4/23/2024 BSW Wealth Partners9,289$366K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC6,498$256K0.0%-17.5%0.001%
4/23/2024 Louisiana State Employees Retirement System51,800$2.04M0.0%-4.3%0.006%
4/23/2024 Venturi Wealth Management LLC1,012$40K0.0%-37.1%0.000%
4/23/2024 Amalgamated Bank186,922$7.37M0.1%-16.1%0.021%
4/23/2024 Gradient Investments LLC14,814$584K0.0%+6.6%0.002%
4/23/2024 New Mexico Educational Retirement Board45,071$1.78M0.1%-4.0%0.005%
4/23/2024 Fifth Third Bancorp50,904$2.01M0.0%-2.7%0.006%
4/23/2024 Wesbanco Bank Inc.151,846$5.99M0.2%+12.2%0.017%
4/23/2024 Summit Trail Advisors LLC9,451$373K0.0%+65.4%0.001%
4/23/2024 Stablepoint Partners LLC26,544$1.05M0.2%+26.2%0.003%
4/23/2024 Arcadia Investment Management Corp MI21,980$866K0.2%-35.9%0.002%
4/23/2024 Accurate Wealth Management LLC7,864$307K0.1%-4.2%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.2,378,416$93.76M0.1%+1.1%0.268%
4/22/2024 Confluence Wealth Services Inc.8,309$328K0.0%+10.9%0.001%
4/22/2024 Raymond James & Associates3,959,002$156.06M0.1%+3.6%0.447%
4/22/2024 Accordant Advisory Group Inc2,746$108K0.1%N/A0.000%
4/22/2024 Aurora Private Wealth Inc.9,808$392K0.3%-12.9%0.001%
4/22/2024 Berry Wealth Group LP9,614$379K0.3%-26.6%0.001%
4/22/2024Ashton Thomas Private Wealth LLC36,142$1.43M0.1%+6.3%0.004%
4/20/2024 Maryland State Retirement & Pension System70,505$2.68M0.1%+2.8%0.008%
4/19/2024 First Trust Direct Indexing L.P.34,881$1.38M0.1%+7.6%0.004%
4/19/2024 Advisor Resource Council20,525$742K0.3%-31.5%0.002%
4/19/2024 Massachusetts Wealth Management18,325$722K0.5%+1.7%0.002%
4/19/2024 Norden Group LLC40,620$1.60M0.0%N/A0.005%
4/19/2024 IVC Wealth Advisors LLC9,503$375K0.2%+3.8%0.001%
4/19/2024 Tradewinds Capital Management LLC2,120$84K0.0%+1,681.5%0.000%
4/19/2024 Azzad Asset Management Inc. ADV82,528$3.25M0.4%+2.4%0.009%
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4/19/2024 Sumitomo Mitsui Trust Holdings Inc.2,167,061$85.43M0.1%-0.4%0.244%
4/19/2024 Hedeker Wealth LLC84,614$3.34M1.0%+9.5%0.010%
4/18/2024 SeaCrest Wealth Management LLC9,604$379K0.0%+30.5%0.001%
4/18/2024 Saxon Interests Inc.24,928$983K0.5%-1.2%0.003%
4/18/2024 State of Michigan Retirement System243,922$9.62M0.1%-0.4%0.028%
4/18/2024 Woodmont Investment Counsel LLC5,105$201K0.0%N/A0.001%
4/18/2024 Allspring Global Investments Holdings LLC677,773$26.72M0.0%-8.6%0.076%
4/18/2024 Chatham Capital Group Inc.10,110$399K0.1%-56.8%0.001%
4/17/2024 Merrion Investment Management Co LLC129,100$5.09M3.6%+8.1%0.015%
4/17/2024 Guidance Capital Inc.19,606$767K0.3%-47.4%0.002%
(Data available from 1/1/2016 forward)

HAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HAL shares?

During the previous two years, 1,024 institutional investors and hedge funds held shares of Halliburton. The most heavily invested institutionals were Capital World Investors ($4.39B), Vanguard Group Inc. ($3.53B), BlackRock Inc. ($2.44B), State Street Corp ($1.89B), Sanders Capital LLC ($850.93M), FMR LLC ($714.48M), and Geode Capital Management LLC ($627.76M).Learn more on HAL's institutional investors.

What percentage of Halliburton stock is owned by institutional investors?

85.23% of Halliburton stock is owned by institutional investors. Learn more on HAL's institutional investor holdings.

Which institutional investors have been buying Halliburton stock?

Of the 910 institutional investors that purchased Halliburton stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital World Investors ($38.04M), Boston Partners ($18.34M), Capital Research Global Investors ($17.89M), FMR LLC ($12.01M), Norges Bank ($11.07M), Barrow Hanley Mewhinney & Strauss LLC ($8.42M), and BlackRock Inc. ($5.46M).

How much institutional buying is happening at Halliburton?

Institutional investors have bought a total of 235,138,384 shares in the last 24 months. This purchase volume represents approximately $7.97B in transactions.

Which Halliburton major shareholders have been selling company stock?

Of the 592 institutional investors that sold Halliburton stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($36.76M), BlackRock Inc. ($11.42M), FMR LLC ($11.18M), Boston Partners ($9.46M), Van ECK Associates Corp ($9.44M), OFI Invest Asset Management ($8.45M), and Wellington Management Group LLP ($6.23M).

How much institutional selling is happening at Halliburton?

Institutional investors have sold a total of 194,046,837 shares in the last 24 months. This volume of shares sold represents approximately $6.75B in transactions.


This page (NYSE:HAL) was last updated on 5/2/2024 by MarketBeat.com Staff

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