HALLIBURTON CO (HAL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,147
Reporting holders
$25.7B
Reported value
85.7%
Of shares outstanding
5.5%
Held as options
+12
Holder change
Institutions report 714,148,963 shares against 833,130,367 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.8B | 82,837,333 | 0.04% | 8q | -0.7%-$20.9M |
| STATE STREET CORP | $1.9B | 56,870,444 | 0.06% | 31q | +4.5%+$83.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 51,872,053 | 0.04% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 40,080,854 | 0.06% | 2q | +2.0%+$26.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $760.4M | 22,485,453 | 0.04% | 31q | -1.4%-$10.6M |
| MORGAN STANLEY | $565.5M | 16,656,929 | 0.03% | 35q | -3.5%-$20.4M |
| AQR CAPITAL MANAGEMENT LLC | $403.0M | 11,869,743 | 0.14% | 31q | +67.9%+$162.9M |
| CITADEL ADVISORS LLC | $400.0M | 6,468,842 | 0.05% | 31q | +37.7%+$109.6M |
| Qube Research & Technologies Ltd | $387.8M | 11,127,397 | 0.36% | 12q | HELD |
| CITIGROUP INC | $379.9M | 10,498,175 | 0.13% | 31q | +11.5%+$39.2M |
| GOLDMAN SACHS GROUP INC | $375.9M | 10,620,902 | 0.03% | 31q | +16.9%+$54.3M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $345.9M | 10,189,728 | 1.05% | 19q | -6.1%-$22.6M |
| DIMENSIONAL FUND ADVISORS LP | $345.5M | 10,177,404 | 0.06% | 31q | +7.1%+$22.9M |
| FMR LLC | $344.1M | 10,135,399 | 0.01% | 31q | +93.1%+$165.9M |
| Bank of New York Mellon Corp | $337.5M | 9,940,689 | 0.06% | 31q | +65.4%+$133.5M |
| VICTORY CAPITAL MANAGEMENT INC | $328.7M | 9,680,712 | 0.18% | 31q | +963.8%+$297.8M |
| Invesco Ltd. | $313.3M | 9,228,738 | 0.02% | 31q | -9.9%-$34.6M |
| Capital Research Global Investors | $293.7M | 8,651,999 | 0.04% | 6q | -84.6%-$1.6B |
| UBS Group AG | $288.6M | 5,367,774 | 0.04% | 31q | +31.7%+$69.5M |
| NORTHERN TRUST CORP | $285.9M | 8,421,121 | 0.03% | 31q | -3.6%-$10.6M |
| Capital World Investors | $256.9M | 7,567,045 | 0.03% | 24q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $244.8M | 7,209,192 | 0.19% | 32q | +48388.0%+$244.2M |
| JANE STREET GROUP, LLC | $232.5M | 745,619 | 0.02% | 31q | -75.6%-$719.5M |
| Amundi | $225.5M | 6,640,746 | 0.05% | 21q | HELD |
| NORGES BANK | $224.0M | 6,597,352 | 0.02% | 32q | +10.1%+$20.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $212.6M | 6,260,966 | 0.03% | 31q | -1.4%-$3.0M |
| Sixth Street Partners Management Company, L.P. | $212.6M | 6,260,966 | 0.03% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $211.8M | 6,164,070 | 0.15% | 6q | +196.1%+$140.3M |
| Canoe Financial LP | $196.6M | 5,789,518 | 2.43% | 2q | +42.4%+$58.5M |
| BANK OF AMERICA CORP /DE/ | $196.4M | 5,786,273 | 0.01% | 31q | +7.0%+$12.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195.1M | 631,912 | 0.02% | 31q | -20.0%-$48.7M |
| Caisse de depot et placement du Quebec | $194.7M | 5,734,170 | 0.28% | 9q | +6.8%+$12.4M |
| ROYAL BANK OF CANADA | $184.8M | 4,267,244 | 0.03% | 31q | +119.4%+$100.6M |
| JPMORGAN CHASE & CO | $184.6M | 3,815,669 | 0.01% | 31q | +37.3%+$50.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $175.7M | 5,176,295 | 0.03% | 31q | +5.9%+$9.7M |
| Point72 Asset Management, L.P. | $172.0M | 4,224,554 | 0.19% | 12q | +397.2%+$137.4M |
| BRANDES INVESTMENT PARTNERS, LP | $169.1M | 4,979,851 | 1.19% | 30q | -20.8%-$44.5M |
| Legal & General Group Plc | $160.6M | 4,729,413 | 0.03% | 31q | -11.6%-$21.0M |
| VANGUARD FIDUCIARY TRUST CO | $157.0M | 4,624,138 | 0.03% | 2q | -0.5%-$857.5K |
| VAN ECK ASSOCIATES CORP | $155.8M | 4,588,866 | 0.09% | 31q | -27.7%-$59.6M |
| Nuveen, LLC | $145.4M | 4,283,060 | 0.03% | 6q | +17.6%+$21.7M |
| NEUBERGER BERMAN GROUP LLC | $135.1M | 3,979,398 | 0.09% | 31q | +10.8%+$13.2M |
| PZENA INVESTMENT MANAGEMENT LLC | $133.3M | 3,925,702 | 0.39% | 31q | -3.5%-$4.8M |
| Robeco Institutional Asset Management B.V. | $125.7M | 3,701,043 | 0.15% | 38q | +18.0%+$19.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $124.5M | 3,667,657 | 0.09% | 31q | -24.4%-$40.1M |
| AMERICAN CENTURY COMPANIES INC | $122.2M | 3,600,203 | 0.05% | 31q | +27.2%+$26.1M |
| WELLS FARGO & COMPANY/MN | $117.9M | 2,278,280 | 0.02% | 31q | -57.7%-$161.1M |
| Clark Capital Management Group, Inc. | $115.7M | 3,407,833 | 0.63% | 2q | +12.6%+$13.0M |
| Sourcerock Group LLC | $111.5M | 3,283,008 | 5.80% | 7q | +32.5%+$27.4M |
| BARCLAYS PLC | $106.4M | 2,383,155 | 0.02% | 31q | +2.0%+$2.1M |
| PFA Pension, Forsikringsaktieselskab | $104.4M | 3,076,122 | 0.27% | 3q | -9.7%-$11.3M |
| DEUTSCHE BANK AG\ | $103.5M | 3,049,011 | 0.03% | 34q | -35.5%-$57.1M |
| Merewether Investment Management, LP | $90.6M | 2,668,794 | 1.71% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $89.4M | 1,316,295 | 0.03% | 31q | -57.5%-$120.7M |
| HSBC HOLDINGS PLC | $88.5M | 2,504,151 | 0.04% | 31q | +13.9%+$10.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $87.7M | 2,581,997 | 0.32% | 3q | +13.2%+$10.2M |
| BNP PARIBAS FINANCIAL MARKETS | $84.0M | 2,071,737 | 0.03% | 31q | +14.4%+$10.6M |
| Holocene Advisors, LP | $82.8M | 2,440,291 | 0.19% | 2q | -39.1%-$53.2M |
| PRUDENTIAL FINANCIAL INC | $80.8M | 2,381,036 | 0.09% | 31q | +490.6%+$67.1M |
| IMC-Chicago, LLC | $80.7M | options only | 0.02% | 19q | OPTIONS |
| Swiss National Bank | $80.0M | 2,355,300 | 0.04% | 31q | -4.6%-$3.9M |
| Alyeska Investment Group, L.P. | $76.6M | 2,257,219 | 0.20% | 3q | -18.4%-$17.3M |
| California Public Employees Retirement System | $76.4M | 2,251,806 | 0.04% | 31q | +2.9%+$2.2M |
| BANK OF NOVA SCOTIA | $75.0M | 2,209,294 | 0.11% | 31q | -3.3%-$2.6M |
| AMERIPRISE FINANCIAL INC | $71.3M | 2,100,600 | 0.01% | 31q | -43.5%-$54.8M |
| GROUPAMA ASSET MANAGMENT | $70.9M | 2,080,228 | 0.89% | 11q | -2.7%-$2.0M |
| Castle Hook Partners LP | $70.7M | 2,083,787 | 0.32% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $69.5M | 2,046,827 | 0.04% | 31q | +5.8%+$3.8M |
| Sumitomo Mitsui Trust Group, Inc. | $66.9M | 1,970,413 | 0.04% | 31q | -6.9%-$4.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $63.4M | 1,867,126 | 0.01% | 4q | +6.4%+$3.8M |
| CAPITAL FUND MANAGEMENT S.A. | $62.8M | 1,256,116 | 0.28% | 31q | +375.7%+$49.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $62.8M | 1,849,485 | 0.12% | 4q | +44.0%+$19.2M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $62.3M | 1,835,289 | 0.27% | new | NEW |
| National Pension Service | $61.5M | 1,811,428 | 0.04% | 31q | -5.1%-$3.3M |
| Vanguard Global Advisers, LLC | $61.5M | 1,810,372 | 0.03% | 2q | -1.5%-$965.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $60.8M | 1,790,942 | 0.04% | 2q | +12.6%+$6.8M |
| SPX Gestao de Recursos Ltda | $59.5M | 1,752,600 | 3.31% | new | NEW |
| Boston Partners | $57.6M | 1,696,859 | 0.05% | 26q | +2.2%+$1.3M |
| Walleye Trading LLC | $56.4M | 23,048 | 0.06% | 31q | -67.3%-$116.0M |
| Squarepoint Ops LLC | $55.7M | 1,322,039 | 0.06% | 17q | -3.3%-$1.9M |
| Bridgewater Associates, LP | $54.0M | 1,590,285 | 0.22% | 4q | +5441.4%+$53.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $52.6M | 1,549,070 | 0.22% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $50.9M | 1,306,572 | 0.02% | 31q | +11.7%+$5.3M |
| RHUMBLINE ADVISERS | $50.1M | 1,474,336 | 0.04% | 31q | -4.3%-$2.2M |
| Optiver Holding B.V. | $45.9M | 51,022 | 0.01% | 2q | HELD |
| Parallax Volatility Advisers, L.P. | $45.2M | 48,546 | 0.08% | 31q | +1618100.0%+$45.2M |
| Perpetual Ltd | $44.6M | 1,314,167 | 0.64% | 14q | +3.3%+$1.4M |
| Polar Capital Holdings Plc | $44.3M | 1,303,572 | 0.10% | new | NEW |
| Gotham Asset Management, LLC | $44.0M | 1,296,334 | 0.10% | 27q | +13.5%+$5.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $42.3M | 1,244,540 | 0.06% | 5q | +49.9%+$14.1M |
| MARSHALL WACE, LLP | $42.2M | 1,243,046 | 0.03% | 12q | -72.6%-$112.1M |
| Freestone Grove Partners LP | $41.7M | 1,227,062 | 0.27% | 2q | +207.6%+$28.1M |
| Telemark Asset Management, LLC | $40.7M | 1,200,000 | 2.94% | 2q | HELD |
| SIMPLEX TRADING, LLC | $40.0M | options only | 0.02% | 31q | OPTIONS |
| CREDIT AGRICOLE S A | $39.4M | 1,161,552 | 0.08% | 30q | -11.5%-$5.1M |
| TUDOR INVESTMENT CORP ET AL | $39.3M | 1,043,718 | 0.05% | 11q | +109.5%+$20.5M |
| Alphadyne Asset Management LP | $38.7M | 136,791 | 0.37% | 3q | HELD |
| FRANKLIN RESOURCES INC | $38.2M | 1,124,022 | 0.01% | 31q | +2.5%+$917.1K |
| Greenhouse Funds LLLP | $37.4M | 1,100,287 | 1.91% | new | NEW |
| Allianz Asset Management GmbH | $37.2M | 1,069,574 | 0.03% | 40q | +62.8%+$14.4M |
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% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,147 | $25.7B | 714,148,963 | 136 | 438 | 339 | 5.5% |
| Q1 2026 | 1,135 | $28.6B | 692,668,673 | 258 | 405 | 250 | 5.5% |
| Q4 2025 | 964 | $21.3B | 709,423,149 | 151 | 326 | 283 | 6.0% |
| Q3 2025 | 864 | $19.5B | 728,798,192 | 130 | 276 | 286 | 8.0% |
| Q2 2025 | 832 | $15.6B | 718,079,269 | 70 | 338 | 260 | 6.2% |
| Q1 2025 | 882 | $18.6B | 698,932,380 | 88 | 320 | 297 | 5.1% |
| Q4 2024 | 886 | $20.2B | 712,165,014 | 74 | 262 | 326 | 4.4% |
| Q3 2024 | 856 | $21.8B | 716,807,080 | 76 | 304 | 300 | 4.2% |
| Q2 2024 | 897 | $25.3B | 719,469,793 | 77 | 364 | 253 | 4.2% |
| Q1 2024 | 911 | $29.4B | 717,058,286 | 83 | 317 | 303 | 3.8% |
| Q4 2023 | 903 | $26.6B | 710,212,843 | 72 | 305 | 291 | 3.5% |
| Q3 2023 | 867 | $29.4B | 699,502,778 | 106 | 254 | 312 | 3.5% |
| Q2 2023 | 806 | $24.5B | 718,858,409 | 69 | 283 | 278 | 3.4% |
| Q1 2023 | 799 | $23.8B | 737,783,610 | 96 | 291 | 237 | 2.6% |
| Q4 2022 | 756 | $27.3B | 670,966,251 | 146 | 238 | 215 | 3.5% |
| Q3 2022 | 811 | $19.7B | 764,712,062 | 69 | 327 | 221 | 4.1% |
| Q2 2022 | 846 | $24.1B | 737,131,923 | 98 | 314 | 253 | 4.2% |
| Q1 2022 | 876 | $28.6B | 725,869,481 | 214 | 232 | 267 | 3.9% |
| Q4 2021 | 734 | $17.6B | 715,128,934 | 71 | 212 | 224 | 6.8% |
| Q3 2021 | 676 | $15.8B | 699,600,293 | 62 | 201 | 231 | 4.1% |
| Q2 2021 | 689 | $16.7B | 696,732,107 | 67 | 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% |