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Halliburton (HAL) Institutional Ownership

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$32.46 +0.64 (+2.00%)
Closing price 03:59 PM Eastern
Extended Trading
$32.22 -0.24 (-0.73%)
As of 05:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
85.23%
Number of
Institutional Buyers
(last 12 months)
673
Total
Institutional Inflows
(last 12 months)
$6.49B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$2.59B
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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
8/6/2026Bank of New York Mellon Corp9,940,689$337.49M0.1%N/A1.193%
8/6/2026Private Advisory Group LLC307,591$10.44M0.6%N/A0.037%
8/6/2026Focus Partners Advisor Solutions LLC49,347$1.68M0.0%N/A0.006%
8/6/2026State of Wyoming12,562$426K0.0%N/A0.002%
8/6/2026Kelleher Financial Advisors2,846$97K0.0%N/A0.000%
8/6/2026GSA Capital Partners LLP8,765$298K0.0%N/A0.001%
8/6/2026Clearstead Trust LLC5,418$184K0.0%N/A0.001%
8/5/2026USA Financial Formulas20,508$800K0.1%N/A0.002%
8/3/2026 BIP Wealth LLC8,317$282K0.0%N/A0.001%
8/3/2026 Bryn Mawr Trust Advisors LLC9,456$321K0.0%N/A0.001%
7/12/2026 Ballast Inc.50,273$1.71M0.3%+12.9%0.006%
7/10/2026 Wedge Capital Management L L P NC320,071$10.87M0.2%-14.5%0.038%
7/10/2026 Annex Advisory Services LLC120,423$4.09M0.1%+2.8%0.014%
7/10/2026 Tema ETFs LLC17,617$598K0.0%+10.0%0.002%
7/10/2026 G&S Capital LLC17,315$588K0.2%+66.2%0.002%
7/10/2026 BFI Infinity Ltd.120,276$4.08M1.2%+3.7%0.014%
7/10/2026 Sage Capital Advisors llc278,676$9.46M2.0%+0.3%0.033%
7/9/2026 Matrix Trust Co840$29K0.0%N/A0.000%
7/9/2026 Everhart Financial Group Inc.26,604$903K0.1%-10.3%0.003%
7/9/2026 Valeo Financial Advisors LLC6,732$229K0.0%+7.6%0.001%
7/8/2026 Gradient Investments LLC21,948$745K0.0%+2.5%0.003%
7/8/2026 Czech National Bank237,786$8.07M0.0%+4.2%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab206,624$7.02M0.1%+10.9%0.025%
7/8/2026 Assenagon Asset Management S.A.226,637$7.69M0.0%-90.2%0.027%
7/8/2026 Hardin Capital Partners LLC6,701$228K0.1%-10.7%0.001%
7/7/2026 Foster Group Inc.11,431$388K0.0%N/A0.001%
7/7/2026 GAMMA Investing LLC30,951$1.05M0.0%+1.5%0.004%
7/7/2026 CoreCap Advisors LLC6,174$210K0.0%-14.6%0.001%
7/2/2026 CX Institutional18,587$631K0.0%+3.4%0.002%
6/30/2026VectorGlobal IAG Inc.5,490$214K0.1%N/A0.001%
6/24/2026Redwood Investment Management LLC26,151$1.02M0.1%N/A0.003%
6/18/2026Pacer Advisors Inc.3,052,183$119.01M0.2%-20.2%0.365%
6/16/2026Empowered Funds LLC199,264$7.77M0.0%-9.6%0.024%
6/8/2026Farmers National Bank5,767$225K0.0%N/A0.001%
6/3/2026Parallel Advisors LLC17,746$692K0.0%+9.1%0.002%
6/3/2026NewEdge Advisors LLC121,970$4.76M0.0%+25.8%0.015%
5/28/2026Carlson Capital L.P.44,229$1.72M0.5%N/A0.005%
5/26/2026Glenmede Trust Co. NA43,793$1.71M0.0%-0.8%0.005%
5/22/2026 Summitry LLC7,661$299K0.0%N/A0.001%
5/22/2026Groupama Asset Managment2,137,708$83.35M1.2%+10.1%0.256%
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5/22/2026Verus Capital Partners LLC11,741$458K0.0%N/A0.001%
5/21/2026 Vestor Capital LLC1,046$41K0.0%N/A0.000%
5/21/2026Groupe la Francaise210,000$8.19M0.1%N/A0.025%
5/20/2026Liontrust Investment Partners LLP151,088$5.89M0.1%N/A0.018%
5/19/2026Western Wealth Management LLC1,130$44K0.0%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC7,448$290K0.1%N/A0.001%
5/19/2026NewEdge Advisors LLC63,685$2.34M0.0%-34.3%0.008%
5/19/2026Bank of America Corp DE5,408,088$210.86M0.0%-41.5%0.647%
5/19/2026Edgestream Partners L.P.149,735$5.84M0.2%N/A0.018%
5/19/2026Kensington Investment Counsel LLC82,440$3.21M1.5%N/A0.010%
5/19/2026Kentucky Retirement Systems70,031$2.73M0.1%+30.1%0.008%
5/19/2026Janus Henderson Group PLC91,732$3.58M0.0%+80.0%0.011%
5/19/2026Bull Harbor Capital LLC19,726$769K0.2%N/A0.002%
5/19/2026Arkadios Wealth Advisors87,239$3.40M0.1%+102.2%0.010%
5/19/2026South Dakota Investment Council548,909$21.40M0.4%-20.1%0.066%
5/19/2026Opal Capital LLC31,956$1.25M0.2%N/A0.004%
5/18/2026Amundi6,633,231$258.63M0.1%+28.2%0.794%
5/18/2026 EverSource Wealth Advisors LLC57,789$2.25M0.1%+22.4%0.007%
5/18/2026Empire Financial Management Company LLC80,705$3.15M0.7%+2.7%0.010%
5/18/2026California State Teachers Retirement System2,772,941$108.12M0.1%-2.1%0.332%
5/18/2026Readystate Asset Management LP187,669$7.32M0.3%N/A0.022%
5/18/2026Recurrent Investment Advisors LLC73,648$2.87M0.2%+1.7%0.009%
5/18/2026Rokos Capital Management LLP890,918$34.74M0.3%N/A0.107%
5/18/2026Emmett Investment Management LP115,150$4.38M3.3%N/A0.014%
5/18/2026Empowered Funds LLC199,264$7.77M0.0%-9.6%0.024%
5/18/2026Energy Income Partners LLC565,683$22.06M0.4%-4.9%0.068%
5/16/2026The Manufacturers Life Insurance Company536,114$20.90M0.0%-64.4%0.064%
5/16/2026Mittelman Wealth Management8,074$315K0.2%-9.7%0.001%
5/16/2026Quantinno Capital Management LP907,536$35.39M0.1%+76.0%0.109%
5/16/2026Clough Capital Partners L P566,429$22.09M2.1%N/A0.068%
5/16/2026SummitTX Capital L.P.227,188$8.86M0.3%+73.8%0.027%
5/16/2026Lazard Asset Management LLC539,899$21.05M0.0%+846.3%0.065%
5/16/2026Family Manage LLC6,602$257K0.0%N/A0.001%
5/15/2026 Gateway Wealth Partners LLC19,765$771K0.0%N/A0.002%
5/15/2026Turim 21 Investimentos Ltda.5,068$198K0.1%N/A0.001%
5/15/2026Weiss Asset Management LP538,940$21.01M0.4%N/A0.065%
5/15/2026OMERS ADMINISTRATION Corp120,531$4.70M0.0%+16.3%0.014%
5/15/2026Lombard Odier Asset Management Switzerland SA26,602$1.04M0.0%+11.8%0.003%
5/15/2026Aristotle Atlantic Partners LLC14,960$583K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC34,347$1.34M0.0%+30.5%0.004%
5/15/2026Entropy Technologies LP42,427$1.65M0.1%N/A0.005%
5/15/2026Discerene Group LP993,920$38.75M4.1%-9.0%0.119%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund4,163,259$162.33M0.3%+12,413.2%0.498%
5/14/2026Dai ichi Life Insurance Company Ltd33,246$1.30M0.0%-6.9%0.004%
5/14/2026Gabelli Funds LLC1,051,925$41.02M0.3%-1.9%0.126%
5/14/2026Gamco Investors INC. ET AL471,730$18.39M0.2%-9.9%0.056%
5/14/2026Hilltop Holdings Inc.12,850$501K0.0%+42.8%0.002%
5/14/2026Public Employees Retirement System of Ohio402,064$15.68M0.1%+59.2%0.048%
5/14/2026 Compound Planning Inc.8,281$323K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia2,284,612$89.08M0.1%+128.8%0.273%
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5/14/2026Sei Investments Co.601,359$23.45M0.0%+58.9%0.072%
5/14/2026Lido Advisors LLC21,242$828K0.0%-19.2%0.003%
5/14/2026State of Wyoming12,457$486K0.1%+115.4%0.001%
5/13/2026Cetera Investment Advisers303,860$11.85M0.0%+55.5%0.036%
5/13/2026Militia Capital Management LLC23,200$905K0.2%N/A0.003%
5/13/2026First Trust Advisors LP1,263,598$49.27M0.0%-3.4%0.151%
5/12/2026 ABN Amro Investment Solutions68,912$2.69M0.0%+135.4%0.008%
5/8/2026PNC Financial Services Group Inc.841,382$32.81M0.0%+0.8%0.101%
5/8/2026 Oslo Pensjonsforsikring AS7,700$300K0.0%N/A0.001%
5/8/2026 DJE Kapital AG284,103$11.41M0.3%N/A0.034%


HAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,070 institutional investors and hedge funds held shares of Halliburton. The most heavily invested institutionals were Capital Research Global Investors ($3.11B), Vanguard Group Inc. ($2.85B), State Street Corp ($1.44B), Charles Schwab Investment Management Inc. ($878.81M), Sanders Capital LLC ($639.72M), Geode Capital Management LLC ($627.43M), and Morgan Stanley ($446.68M).Learn more on Halliburton's institutional investors.

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

Of the 942 institutional investors that purchased Halliburton's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($60.16M), Northwestern Mutual Wealth Management Co. ($29.80M), Charles Schwab Investment Management Inc. ($25.48M), Norges Bank ($22.39M), Pacer Advisors Inc. ($20.36M), Strive Asset Management LLC ($17.02M), and Bank of New York Mellon Corp ($10.64M).

Institutional investors have bought a total of 238,389,211 shares in the last 24 months. This purchase volume represents approximately $6.49B in transactions.

Of the 371 institutional investors that sold Halliburton's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barrow Hanley Mewhinney & Strauss LLC ($7.70M), Pacer Advisors Inc. ($7.10M), Amundi ($6.37M), Voloridge Investment Management LLC ($5.33M), Assenagon Asset Management S.A. ($4.75M), Vanguard Group Inc. ($4.34M), and Bank of America Corp DE ($3.84M).

Institutional investors have sold a total of 95,519,973 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.



Institutional ownership data for NYSE:HAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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