HALLIBURTON CO (HAL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | $7.6M | 237,437 | 0.20% | 20q | -5.3%-$425.4K |
| CACTI ASSET MANAGEMENT LLC | $946.2K | 30,000 | 0.05% | 26q | HELD |
| GAMMA Investing LLC | $943.7K | 29,677 | 0.03% | 12q | -4.1%-$40.5K |
| Everhart Financial Group, Inc. | $854.0K | 26,855 | 0.05% | 11q | +0.9%+$8.0K |
| Gradient Investments LLC | $813.9K | 25,595 | 0.01% | 32q | +16.6%+$116.0K |
| Farther Finance Advisors, LLC | $696.3K | 21,895 | 0.00% | 16q | +1.6%+$11.1K |
| Wedmont Private Capital | $666.5K | 20,465 | 0.02% | 20q | HELD |
| Avidian Wealth Enterprises, LLC | $631.2K | 19,850 | 0.02% | 32q | +1.4%+$8.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $458.5K | 14,419 | 0.03% | 15q | +14.4%+$57.7K |
| RIVERSEDGE ADVISORS, LLC | $314.4K | 9,886 | 0.04% | 4q | -14.2%-$52.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $299.1K | 9,407 | 0.02% | 32q | -11.8%-$40.0K |
| Hamilton Capital, LLC | $294.1K | 9,250 | 0.02% | 4q | -12.1%-$40.5K |
| AMERICAN NATIONAL BANK & TRUST | $286.2K | 9,000 | 0.03% | 27q | HELD |
| Miller Global Investments, LLC | $260.9K | 8,204 | 0.21% | 4q | -2.4%-$6.5K |
| American National Bank of Texas | $237.1K | 7,456 | 0.22% | 4q | HELD |
| Boltwood Capital Management | $230.9K | 7,260 | 0.05% | 5q | -9.1%-$23.1K |
| Valeo Financial Advisors, LLC | $204.6K | 6,434 | 0.00% | 5q | -4.4%-$9.5K |
| MassMutual Private Wealth & Trust, FSB | $151.2K | 4,755 | 0.00% | 24q | -10.3%-$17.4K |
| Acropolis Investment Management, LLC | $140.5K | 4,419 | 0.01% | 3q | -49.7%-$139.0K |
| CoreCap Advisors, LLC | $139.6K | 4,390 | 0.00% | 9q | -28.9%-$56.7K |
| Central Pacific Bank - Trust Division | $120.8K | 3,800 | 0.01% | 11q | HELD |
| EASTERN BANK | $102.6K | 3,227 | 0.00% | 9q | HELD |
| Wealth Enhancement Trust Services, Inc. | $63.8K | 2,007 | 0.01% | 4q | -53.7%-$74.0K |
| GoalVest Advisory LLC | $39.4K | 1,238 | 0.01% | 4q | -7.4%-$3.1K |
| Versant Capital Management, Inc | $38.6K | 1,214 | 0.00% | 14q | -23.5%-$11.8K |
| Rosenberg Matthew Hamilton | $27.7K | 872 | 0.00% | 26q | HELD |
| Grove Bank & Trust | $25.1K | 789 | 0.00% | 16q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $21.0K | 661 | 0.01% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $17.1K | 537 | 0.01% | 7q | +57.0%+$6.2K |
| Olistico Wealth, LLC | $14.8K | 466 | 0.01% | 4q | -6.8%-$1.1K |
| TOMPKINS FINANCIAL CORP | $13.6K | 428 | 0.00% | 19q | HELD |
| Trust Co | $10.7K | 338 | 0.00% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $9.3K | 291 | 0.00% | 16q | -22.6%-$2.7K |
| Roxbury Financial LLC | $9.0K | 282 | 0.01% | 5q | HELD |
| CX Institutional | $7.8K | 245,890 | 0.21% | 8q | +1222.9%+$7.2K |
| ELEVATION WEALTH PARTNERS, LLC | $7.4K | 234 | 0.00% | 5q | +48.1%+$2.4K |
| Bangor Savings Bank | $6.6K | 208 | 0.00% | 18q | HELD |
| Byrne Asset Management LLC | $5.0K | 156 | 0.00% | new | NEW |
| Investors Research Corp | $3.2K | 100 | 0.00% | 31q | HELD |
| Planning Strategies Inc. | $3.0K | 93 | 0.00% | 2q | +1.1% |
| Davis Capital Management | $668 | 21 | 0.00% | 5q | +50.0% |
| Matrix Trust Co | $26 | 817 | 0.00% | 2q | -2.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-06 | 13G/A | Capital Research Global Investors | 1.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | Beckwith Van H. | EVP, Secretary and CLO | Sold | 198,349 | $8.2M |
| 2026-08-18 | Miller Jeffrey Allen | Director, President & CEO | Sold | 124,483 | $4.4M |
| 2026-08-19 | Slocum Jeffrey Shannon | Director, EVP and COO | Sold | 52,572 | $1.8M |
| 2026-08-31 | Carre Eric | EVP & Chief Financial Officer | Sold | 24,777 | $929.1K |
| 2026-06-18 | Carre Eric | EVP & Chief Financial Officer | Sold | 24,778 | $889.3K |
| 2026-05-05 | Maxwell Michael Casey | President - Western Hemisphere | Sold | 20,348 | $852.4K ×2 |
| 2026-08-18 | Slocum Jeffrey Shannon | Director, EVP and COO | Sold | 16,121 | $565.6K |
| 2026-04-30 | McKeon Timothy | Senior VP and Treasurer | Sold | 8,655 | $363.5K |
| 2026-04-30 | Young Tobi M. | Director | Sold | 6,125 | $255.5K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $16.7M | 523,616 | 2 | 9 | 16 | 0.0% |
| Q2 2026 | 1,214 | $29.0B | 807,586,246 | 143 | 463 | 359 | 5.5% |
| Q1 2026 | 1,201 | $29.9B | 725,985,384 | 270 | 426 | 263 | 5.3% |
| Q4 2025 | 1,026 | $22.0B | 733,662,976 | 158 | 346 | 299 | 5.8% |
| Q3 2025 | 928 | $20.1B | 750,050,686 | 135 | 295 | 310 | 8.1% |
| Q2 2025 | 904 | $16.2B | 742,674,034 | 75 | 368 | 282 | 6.2% |
| Q1 2025 | 954 | $19.3B | 721,481,122 | 93 | 344 | 329 | 5.2% |
| Q4 2024 | 963 | $21.0B | 737,266,966 | 79 | 291 | 352 | 4.5% |
| Q3 2024 | 933 | $22.7B | 747,086,895 | 84 | 331 | 324 | 4.3% |
| Q2 2024 | 982 | $27.5B | 782,751,026 | 84 | 391 | 280 | 4.0% |
| Q1 2024 | 1,001 | $32.6B | 798,575,936 | 85 | 342 | 335 | 3.6% |
| Q4 2023 | 1,010 | $29.0B | 774,298,010 | 78 | 330 | 332 | 3.4% |
| Q3 2023 | 977 | $32.1B | 766,411,681 | 118 | 284 | 348 | 3.4% |
| Q2 2023 | 924 | $25.6B | 749,388,506 | 80 | 324 | 314 | 3.4% |
| Q1 2023 | 939 | $25.7B | 789,969,705 | 110 | 334 | 287 | 2.8% |
| Q4 2022 | 950 | $30.6B | 750,444,352 | 173 | 307 | 262 | 3.6% |
| Q3 2022 | 811 | $19.7B | 764,712,062 | 69 | 327 | 221 | 4.1% |
| Q2 2022 | 846 | $24.1B | 737,131,923 | 98 | 314 | 254 | 4.2% |
| Q1 2022 | 877 | $28.6B | 725,873,481 | 214 | 233 | 267 | 3.9% |
| Q4 2021 | 734 | $17.6B | 715,128,934 | 71 | 212 | 225 | 6.8% |
| Q3 2021 | 677 | $15.8B | 699,606,293 | 62 | 201 | 232 | 4.1% |
| Q2 2021 | 690 | $16.7B | 696,743,107 | 68 | 199 | 226 | 3.7% |
| Q1 2021 | 682 | $15.5B | 695,081,740 | 70 | 193 | 258 | 3.8% |
| Q4 2020 | 699 | $14.2B | 702,489,012 | 60 | 179 | 259 | 6.5% |
| Q3 2020 | 676 | $8.7B | 679,181,439 | 75 | 163 | 261 | 6.2% |
| Q2 2020 | 654 | $8.8B | 640,604,608 | 101 | 194 | 242 | 6.1% |
| Q1 2020 | 674 | $4.9B | 663,311,142 | 75 | 248 | 227 | 7.7% |
| Q4 2019 | 769 | $19.2B | 720,977,377 | 89 | 185 | 315 | 7.9% |
| Q3 2019 | 726 | $14.1B | 692,965,214 | 47 | 250 | 279 | 7.3% |
| Q2 2019 | 798 | $18.6B | 752,426,795 | 69 | 279 | 296 | 8.4% |
| Q1 2019 | 884 | $21.5B | 690,049,624 | 99 | 293 | 301 | 6.1% |
| Q4 2018 | 880 | $20.6B | 719,561,027 | 9 | 16 | 21 | 7.4% |