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-Q2 13F filings (latest filed 2026-09-22). 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
185 tracked funds added or opened HAL while 386 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, BlackRock, 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 2026-Q1 and 2026-Q2, across 1137 tracked filers holding HAL, 606 increased or opened the position and 564 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 59
- Qube Research & Technologies Ltd$378M
- Merewether Investment Management, LP$91M
- Castle Hook Partners LP$71M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$62M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$53M
- Polar Capital Holdings Plc$44M
Full exits 87
- Amundi$259M
- LSV ASSET MANAGEMENT$252M
- Thrivent Financial for Lutherans$187M
- Pacer Advisors, Inc.$119M
- HRT FINANCIAL LP$108M
- ACADIAN ASSET MANAGEMENT LLC$107M
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$293M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$244M
- FMR LLC$139M
- TWO SIGMA INVESTMENTS, LP$128M
- AQR CAPITAL MANAGEMENT LLC$127M
- Point72 Asset Management, L.P.$110M
Largest trims
- Capital Research Global Investors$1.9B
- VANGUARD CAPITAL MANAGEMENT LLC$256M
- STATE STREET CORP$191M
- VANGUARD PORTFOLIO MANAGEMENT LLC$171M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$152M
- MARSHALL WACE, LLP$135M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 82,837,333 | $2.8B | 13.5% | 2026-Q2 |
| STATE STREET CORP added | 56,870,444 | $1.9B | 9.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 51,872,053 | $1.8B | 8.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 40,080,854 | $1.4B | 6.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 22,485,453 | $760M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 16,656,929 | $566M | 2.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 11,869,743 | $403M | 1.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 11,127,397 | $378M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,620,902 | $361M | 1.7% | 2026-Q2 |
| CITIGROUP INC added | 10,498,175 | $356M | 1.7% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 10,189,728 | $346M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 10,177,404 | $346M | 1.7% | 2026-Q2 |
| FMR LLC added | 10,135,399 | $344M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 9,940,689 | $337M | 1.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 9,680,712 | $329M | 1.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 9,228,738 | $313M | 1.5% | 2026-Q2 |
| Capital Research Global Investors trimmed | 8,651,999 | $294M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 8,421,121 | $286M | 1.4% | 2026-Q2 |
| Capital World Investors added | 7,567,045 | $257M | 1.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 7,209,192 | $245M | 1.2% | 2026-Q2 |
| NORGES BANK trimmed | 6,597,352 | $224M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 6,468,842 | $220M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 6,260,966 | $213M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 6,164,070 | $209M | 1.0% | 2026-Q2 |
| Canoe Financial LP added | 5,789,518 | $197M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,786,273 | $196M | 0.9% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 5,734,170 | $195M | 0.9% | 2026-Q2 |
| UBS Group AG added | 5,367,774 | $182M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,176,295 | $176M | 0.8% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 4,979,851 | $169M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,729,413 | $161M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 4,624,138 | $157M | 0.8% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 4,588,866 | $156M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 4,283,060 | $145M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,267,244 | $145M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 4,224,554 | $143M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 3,979,398 | $135M | 0.6% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 3,925,702 | $133M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,815,669 | $130M | 0.6% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 3,701,043 | $126M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 3,667,657 | $125M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,600,203 | $122M | 0.6% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 3,407,833 | $116M | 0.6% | 2026-Q2 |
| Sourcerock Group LLC added | 3,283,008 | $111M | 0.5% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 3,076,122 | $104M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 3,049,011 | $104M | 0.5% | 2026-Q2 |
| Merewether Investment Management, LP new | 2,668,794 | $91M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 2,581,997 | $88M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,504,151 | $85M | 0.4% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 2,440,291 | $83M | 0.4% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,439,145 | $83M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 2,383,155 | $81M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 2,381,036 | $81M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 2,355,300 | $80M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,278,280 | $77M | 0.4% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,257,219 | $77M | 0.4% | 2026-Q2 |
| California Public Employees Retirement System added | 2,251,806 | $76M | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 2,209,294 | $75M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,100,600 | $71M | 0.3% | 2026-Q2 |
| Castle Hook Partners LP new | 2,083,787 | $71M | 0.3% | 2026-Q2 |
| GROUPAMA ASSET MANAGMENT trimmed | 2,080,228 | $71M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,071,737 | $70M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,046,827 | $69M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,970,413 | $67M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,867,126 | $63M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,849,485 | $63M | 0.3% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 1,835,289 | $62M | 0.3% | 2026-Q2 |
| National Pension Service trimmed | 1,811,428 | $61M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,810,372 | $61M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,790,942 | $61M | 0.3% | 2026-Q2 |
| Boston Partners added | 1,696,859 | $58M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,590,285 | $54M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,549,070 | $53M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,474,336 | $50M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,322,039 | $45M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,316,295 | $45M | 0.2% | 2026-Q2 |
| Perpetual Ltd added | 1,314,167 | $45M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,306,572 | $51M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc new | 1,303,572 | $44M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,296,334 | $44M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 1,256,116 | $43M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,244,540 | $42M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,243,046 | $42M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,227,062 | $42M | 0.2% | 2026-Q2 |
| Telemark Asset Management, LLC | 1,200,000 | $41M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,199,812 | $41M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A trimmed | 1,161,552 | $39M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,124,022 | $38M | 0.2% | 2026-Q2 |
| Greenhouse Funds LLLP new | 1,100,287 | $37M | 0.2% | 2026-Q2 |
| Mediolanum International Funds Ltd added | 1,077,998 | $37M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,069,574 | $37M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 1,043,718 | $35M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,029,004 | $35M | 0.2% | 2026-Q2 |
| Discerene Group LP | 993,920 | $34M | 0.2% | 2026-Q2 |
| GENDELL JEFFREY L | 977,489 | $33M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 973,593 | $33M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 961,660 | $33M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 955,325 | $32M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 946,213 | $32M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 934,334 | $32M | 0.2% | 2026-Q2 |
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.