Who owns Halliburton (HAL)
Which tracked institutional funds hold HAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HAL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HAL is one-sided between 2025-Q4 and 2026-Q1: 539 added or opened and 84 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HAL’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HAL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1184 tracked filers holding HAL, 727 increased or opened the position and 386 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HAL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 115
- VANGUARD CAPITAL MANAGEMENT LLC$2.0B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- VANGUARD FIDUCIARY TRUST CO$181M
- Canoe Financial LP$159M
- Holocene Advisors, LP$156M
- Clark Capital Management Group, Inc.$118M
Full exits 38
- VANGUARD GROUP INC$2.9B
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$50M
- WORLDQUANT MILLENNIUM ADVISORS LLC$24M
- Yaupon Capital Management LP$19M
- Brandywine Global Investment Management, LLC$17M
- Verition Fund Management LLC$11M
Largest adds
- STATE STREET CORP$685M
- BlackRock, Inc.$536M
- CITIGROUP INC$334M
- GEODE CAPITAL MANAGEMENT, LLC$258M
- MORGAN STANLEY$226M
- MARSHALL WACE, LLP$177M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0B
- Capital Research Global Investors$918M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$631M
- FRANKLIN RESOURCES INC$153M
- Capital World Investors$73M
- BANK OF AMERICA CORP /DE/$50M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 82,837,333 | $2.8B | 10.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 51,732,201 | $2.0B | 7.8% | 2026-Q1 |
| STATE STREET CORP added | 56,870,444 | $1.9B | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,287,173 | $1.5B | 5.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 22,800,323 | $886M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 17,258,914 | $673M | 2.6% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 10,856,543 | $423M | 1.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 11,869,743 | $403M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 9,502,988 | $371M | 1.4% | 2026-Q1 |
| CITIGROUP INC added | 9,414,414 | $367M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 9,087,362 | $354M | 1.4% | 2026-Q1 |
| FMR LLC added | 10,135,399 | $344M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 8,733,445 | $341M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 9,228,738 | $313M | 1.2% | 2026-Q2 |
| Capital Research Global Investors trimmed | 8,651,999 | $294M | 1.1% | 2026-Q2 |
| Amundi added | 6,633,231 | $259M | 1.0% | 2026-Q1 |
| Capital World Investors added | 7,567,045 | $257M | 1.0% | 2026-Q2 |
| LSV ASSET MANAGEMENT added | 6,456,826 | $252M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 6,349,552 | $248M | 1.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 6,344,711 | $247M | 1.0% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 6,291,344 | $245M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 6,008,985 | $234M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 6,597,352 | $224M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 6,468,842 | $220M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,408,088 | $211M | 0.8% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 5,369,249 | $209M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 6,164,070 | $209M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 5,348,770 | $209M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,889,500 | $191M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 4,848,390 | $189M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 4,789,962 | $187M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,730,378 | $184M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,649,396 | $181M | 0.7% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 4,163,259 | $162M | 0.6% | 2026-Q1 |
| UBS Group AG added | 4,075,203 | $159M | 0.6% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 4,067,041 | $159M | 0.6% | 2026-Q1 |
| Canoe Financial LP new | 4,065,777 | $159M | 0.6% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 4,008,056 | $156M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 4,224,554 | $143M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 3,642,943 | $142M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 3,590,051 | $140M | 0.5% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 3,408,103 | $133M | 0.5% | 2026-Q1 |
| DANSKE BANK A/S added | 3,266,823 | $127M | 0.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 3,137,407 | $122M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. added | 3,059,992 | $119M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,052,972 | $119M | 0.5% | 2026-Q1 |
| Clark Capital Management Group, Inc. new | 3,026,116 | $118M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,830,148 | $110M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,779,829 | $109M | 0.4% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,772,941 | $108M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,766,805 | $108M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 2,745,090 | $107M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 2,695,813 | $105M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,695,208 | $105M | 0.4% | 2026-Q1 |
| Sourcerock Group LLC trimmed | 2,477,128 | $97M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,469,900 | $96M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 2,335,476 | $91M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 2,324,233 | $91M | 0.3% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 2,284,612 | $89M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 2,281,036 | $89M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 2,197,608 | $86M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 2,188,469 | $85M | 0.3% | 2026-Q1 |
| GROUPAMA ASSET MANAGMENT added | 2,137,708 | $83M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,116,057 | $83M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,944,984 | $76M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,935,045 | $75M | 0.3% | 2026-Q1 |
| National Pension Service added | 1,907,778 | $74M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,858,143 | $72M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,838,809 | $72M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,811,325 | $71M | 0.3% | 2026-Q1 |
| Boston Partners trimmed | 1,659,692 | $65M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,867,126 | $63M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,590,755 | $62M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,575,163 | $61M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,540,521 | $60M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,490,746 | $58M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 1,590,285 | $54M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,367,583 | $53M | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A added | 1,311,850 | $51M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 1,302,884 | $51M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,284,293 | $50M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC new | 1,274,008 | $50M | 0.2% | 2026-Q1 |
| Perpetual Ltd added | 1,271,676 | $50M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,268,454 | $49M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,263,598 | $49M | 0.2% | 2026-Q1 |
| Telemark Asset Management, LLC new | 1,200,000 | $47M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,316,295 | $45M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,141,929 | $45M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,097,008 | $43M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 1,243,046 | $42M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 1,051,925 | $41M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,199,812 | $41M | 0.2% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI new | 1,017,253 | $40M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,005,076 | $39M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 101,025,255 | $2.9B | 11.0% | 2025-Q4 stale |
| Sanders Capital, LLC added | 26,004,682 | $640M | 2.5% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 4,559,755 | $93M | 0.4% | 2025-Q2 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,178,933 | $78M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,785,565 | $50M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 1,678,890 | $43M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.