DaveManuel.com · Institutional Ownership · Who Owns It
HALLIBURTON CO (HAL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,219
Reporting holders
$26.4B
Reported value
88.3%
Of shares outstanding
3.0%
Calls
2.3%
Puts
+7
Holder change
Institutions report 735,396,544 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.
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 |
|---|---|---|---|---|---|
| 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 incl. $180.4M options CALL+PUT | 6,468,842 | 0.05% | 31q | +37.7%+$109.6M |
| Qube Research & Technologies Ltd | $387.8M incl. $10.0M options CALL+PUT | 11,127,397 | 0.36% | 12q | HELD |
| CITIGROUP INC | $379.9M incl. $23.5M options CALL+PUT | 10,498,175 | 0.13% | 31q | +11.5%+$39.2M |
| GOLDMAN SACHS GROUP INC | $375.9M incl. $15.3M options CALL+PUT | 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 incl. $106.4M options CALL+PUT | 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 |
| LSV ASSET MANAGEMENT | $261.6M | 7,705,970 | 0.47% | 16q | +19.3%+$42.4M |
| 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 incl. $207.2M options CALL+PUT | 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 |
| TWO SIGMA INVESTMENTS, LP | $211.8M incl. $2.6M options CALL+PUT | 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 incl. $173.7M options CALL+PUT | 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 incl. $39.9M options CALL+PUT | 4,267,244 | 0.03% | 31q | +119.4%+$100.6M |
| JPMORGAN CHASE & CO | $184.6M incl. $54.5M options CALL+PUT | 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 incl. $28.5M options CALL+PUT | 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 |
| Thrivent Financial for Lutherans | $164.3M | 4,840,212 | 0.28% | 31q | +1.0%+$1.7M |
| 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 incl. $40.6M options CALL+PUT | 2,278,280 | 0.02% | 31q | -15.5%-$21.6M |
| 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 incl. $25.5M options CALL | 2,383,155 | 0.02% | 31q | +2.0%+$2.1M |
| ACADIAN ASSET MANAGEMENT LLC | $106.1M | 3,124,610 | 0.13% | 3q | +13.8%+$12.9M |
| 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 incl. $44.7M options CALL+PUT | 1,316,295 | 0.03% | 31q | -57.5%-$120.7M |
| HSBC HOLDINGS PLC | $88.5M incl. $3.4M options CALL+PUT | 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 incl. $13.7M options CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $82.8M | 2,439,145 | 0.08% | 31q | -12.0%-$11.3M |
| PRUDENTIAL FINANCIAL INC | $80.8M | 2,381,036 | 0.09% | 31q | +490.6%+$67.1M |
| IMC-Chicago, LLC | $80.7M CALL+PUT | 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 incl. $8.5K options PUT | 2,209,294 | 0.11% | 31q | -3.3%-$2.6M |
| AMERIPRISE FINANCIAL INC | $71.3M | 2,100,600 | 0.01% | 31q | +13.0%+$8.2M |
| 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 incl. $20.2M options CALL+PUT | 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 |
| LORD, ABBETT & CO. LLC | $60.3M | 1,776,890 | 0.17% | 2q | +39.5%+$17.1M |
| Boston Partners | $57.6M | 1,696,859 | 0.05% | 26q | +2.2%+$1.3M |
| Walleye Trading LLC | $56.4M incl. $55.6M options CALL+PUT | 23,048 | 0.06% | 31q | -67.3%-$116.0M |
| Squarepoint Ops LLC | $55.7M incl. $10.8M options CALL+PUT | 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 incl. $44.1M options CALL+PUT | 51,022 | 0.01% | 2q | HELD |
| Parallax Volatility Advisers, L.P. | $45.2M incl. $43.6M options CALL+PUT | 48,546 | 0.08% | 31q | +1618100.0%+$45.2M |
| Allianz Asset Management GmbH | $44.7M | 1,315,956 | 0.04% | 40q | +100.3%+$22.4M |
| 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | $41.5M | 1,222,252 | 0.74% | 8q | -6.2%-$2.7M |
| Telemark Asset Management, LLC | $40.7M | 1,200,000 | 2.94% | 2q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $40.7M | 1,199,812 | 0.00% | 31q | +2.5%+$976.7K |
| SIMPLEX TRADING, LLC | $40.0M CALL+PUT | options only | 0.02% | 31q | OPTIONS |
Showing the largest 100 of 1,220 reported holders. The count of 1,219 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-15 | 2026-10-15 | Directors or officers departed or appointed | filing |
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 |
| 2026-08-18 | Slocum Jeffrey Shannon | Director, EVP and COO | Sold | 16,121 | $565.6K |
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 | 375 | $825.1M | 25,857,387 | 28 | 114 | 130 | 0.2% |
| Q2 2026 | 1,219 | $26.4B | 735,396,544 | 138 | 460 | 364 | 5.4% |
| Q1 2026 | 1,212 | $29.7B | 722,725,207 | 271 | 429 | 266 | 5.3% |
| Q4 2025 | 1,032 | $22.0B | 732,024,104 | 159 | 347 | 301 | 5.8% |
| Q3 2025 | 932 | $20.0B | 748,230,645 | 137 | 298 | 310 | 8.1% |
| Q2 2025 | 907 | $16.2B | 742,146,817 | 75 | 368 | 285 | 6.3% |
| Q1 2025 | 957 | $19.3B | 720,644,365 | 93 | 345 | 331 | 5.2% |
| Q4 2024 | 966 | $21.0B | 737,290,865 | 79 | 292 | 353 | 4.5% |
| Q3 2024 | 935 | $22.7B | 747,109,504 | 84 | 333 | 324 | 4.3% |
| Q2 2024 | 984 | $27.5B | 782,773,563 | 85 | 392 | 280 | 4.0% |
| Q1 2024 | 1,004 | $32.6B | 798,804,146 | 85 | 344 | 336 | 3.5% |
| Q4 2023 | 1,011 | $29.0B | 774,403,280 | 78 | 330 | 333 | 3.4% |
| Q3 2023 | 978 | $32.2B | 766,543,270 | 118 | 285 | 348 | 3.4% |
| Q2 2023 | 925 | $25.6B | 749,518,683 | 80 | 324 | 315 | 3.4% |
| Q1 2023 | 940 | $25.7B | 790,264,745 | 110 | 334 | 287 | 2.8% |
| Q4 2022 | 951 | $30.6B | 750,739,298 | 173 | 297 | 281 | 3.6% |
| Q3 2022 | 796 | $44.3B | 1,765,905,118 | 69 | 322 | 215 | 1.8% |
| Q2 2022 | 835 | $57.2B | 1,691,894,588 | 98 | 309 | 247 | 7.2% |
| Q1 2022 | 864 | $56.8B | 1,370,770,920 | 213 | 225 | 264 | 8.6% |
| Q4 2021 | 726 | $24.6B | 1,746,459,042 | 71 | 210 | 222 | 4.8% |
| Q3 2021 | 670 | $29.1B | 2,379,382,821 | 61 | 201 | 228 | 2.2% |
| Q2 2021 | 685 | $21.2B | 2,066,440,199 | 68 | 195 | 225 | 2.9% |
| Q1 2021 | 673 | $22.5B | 1,023,350,451 | 71 | 188 | 254 | 2.6% |
| Q4 2020 | 693 | $20.9B | 1,728,861,483 | 60 | 174 | 260 | 4.4% |
| Q3 2020 | 671 | $14.2B | 4,385,791,954 | 74 | 161 | 260 | 3.8% |
| Q2 2020 | 651 | $15.5B | 3,103,297,181 | 101 | 195 | 239 | 3.5% |
| Q1 2020 | 671 | $12.3B | 3,458,742,534 | 75 | 246 | 226 | 3.1% |
| Q4 2019 | 764 | $32.8B | 2,669,532,906 | 87 | 184 | 313 | 4.6% |
| Q3 2019 | 721 | $28.9B | 5,152,515,684 | 46 | 249 | 276 | 3.6% |
| Q2 2019 | 794 | $38.9B | 3,075,275,750 | 69 | 276 | 295 | 4.0% |
| Q1 2019 | 881 | $77.8B | 4,115,570,641 | 99 | 294 | 298 | 1.7% |
| Q4 2018 | 878 | $53.5B | 3,467,426,019 | 9 | 15 | 21 | 2.8% |