Halliburton Company Ownership | Who Owns Halliburton Company?
Halliburton Company Ownership Summary
Halliburton Company is owned by 82.68% institutional investors, 0.45% insiders, and 16.88% retail investors. Capital world investors is the largest institutional shareholder, holding 13.51% of HAL shares. American Funds American Balanced A is the top mutual fund, with 4.46% of its assets in Halliburton Company shares.
HAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Halliburton Company | 82.68% | 0.45% | 16.88% |
| Sector | Energy Stocks | 59.12% | 12.79% | 28.09% |
| Industry | Oil & Gas Equipment & Services Stocks | 73.58% | 8.60% | 17.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital world investors | 120.11M | 13.51% | $4.06B |
| Vanguard group | 103.62M | 11.66% | $3.50B |
| Blackrock | 73.34M | 8.25% | $2.48B |
| State street | 57.64M | 6.48% | $1.95B |
| Price t rowe associates inc /md/ | 44.19M | 4.97% | $1.49B |
| Sanders capital | 23.94M | 2.69% | $808.85M |
| Geode capital management | 20.46M | 2.30% | $689.16M |
| Barrow hanley mewhinney & strauss | 14.86M | 1.67% | $501.89M |
| Pacer advisors | 13.63M | 1.53% | $460.46M |
| Morgan stanley | 12.89M | 1.45% | $435.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holowesko partners | 296.30K | 5.34% | $10.01M |
| Black cypress capital management | 147.46K | 4.75% | $4.98M |
| Ashburton (jersey) | 255.12K | 3.60% | $8.53M |
| Merrion investment management | 129.10K | 3.00% | $4.36M |
| Gendell jeffrey l | 1.96M | 2.31% | $66.13M |
| Klcm advisors | 466.17K | 1.95% | $15.75M |
| Brandes investment partners, lp | 4.28M | 1.78% | $144.52M |
| Barrow hanley mewhinney & strauss | 14.86M | 1.71% | $501.89M |
| Builder investment group inc /adv | 167.53K | 1.54% | $5.66M |
| Martin & co inc /tn/ | 161.92K | 1.38% | $5.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 13.63M | 1.04% | 13.55M |
| Norges bank | 12.41M | 0.06% | 12.41M |
| State street | 57.64M | 0.09% | 3.55M |
| Vanguard group | 103.62M | 0.07% | 3.34M |
| Lsv asset management | 2.73M | 0.20% | 2.72M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 44.19M | 0.18% | -16.90M |
| Capital research global investors | - | - | -10.71M |
| Point72 asset management | - | - | -3.06M |
| Bessemer group | 27.45K | 0.00% | -2.65M |
| Holocene advisors, lp | - | - | -2.21M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 12.41M | 0.06% | 12.41M | $419.10M |
| Manning & napier advisors | 329.15K | 0.13% | 329.15K | $11.12M |
| Lee danner & bass | 263.23K | 0.69% | 263.23K | $8.89M |
| Ashburton (jersey) | 255.12K | 3.60% | 255.12K | $8.53M |
| Corebridge financial | 226.17K | 0.04% | 226.17K | $7.64M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -8.00 |
| Td capital management | -12.00 |
| Tfo-tdc | -16.00 |
| Archer investment | -30.00 |
| Triad wealth partners | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 972 | -5.63% | 728,389,980 | -6.41% | 82 | 1.08% | 436 | -12.63% | 327 | 6.86% |
| Jun 30, 2024 | 1,017 | -2.96% | 777,690,314 | 3.03% | 87 | 1.21% | 492 | 3.58% | 303 | -11.40% |
| Mar 31, 2024 | 1,048 | -0.95% | 754,851,854 | -0.45% | 84 | 1.18% | 475 | -2.66% | 342 | -3.93% |
| Dec 31, 2023 | 1,058 | 5.06% | 758,232,949 | 1.81% | 84 | 1.23% | 488 | 10.16% | 356 | -0.28% |
| Sep 30, 2023 | 1,007 | 4.14% | 744,744,504 | -0.51% | 82 | 1.20% | 443 | 0.91% | 357 | 9.17% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds American Balanced A | 39.41M | 4.46% | - |
| American Funds Washington Mutual A | 27.32M | 3.10% | -3.85M |
| Capital Group Wash Mutual Invtrs Comp | 27.32M | 3.10% | -3.85M |
| Vanguard Total Stock Mkt Idx Inv | 25.08M | 2.86% | -91.19K |
| Vanguard Institutional 500 Index Trust | 23.39M | 2.66% | 269.80K |
| The Energy Select Sector SPDR® ETF | 22.82M | 2.60% | -56.22K |
| American Funds Growth Fund of Amer A | 20.18M | 2.29% | -4.78M |
| Capital Group Growth Fnd of Amer Comp | 20.18M | 2.29% | -4.78M |
| Pacer US Cash Cows 100 ETF | 16.98M | 1.93% | 21.11K |
| Vanguard Mid Cap Index Institutional | 16.86M | 1.92% | 30.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 18, 2024 | Beckwith Van H. | EVP, Secretary and CLO | Sell | $367.50K |
| May 20, 2024 | Geer Charles Jr. | SVP & Chief Accounting Officer | Sell | $114.00K |
| May 20, 2024 | Sharp Jill D. | SVP Internal Assurance Svcs. | Sell | $263.45K |
| May 07, 2024 | Sharp Jill D. | SVP Internal Assurance Svcs. | Sell | $123.80K |
| May 07, 2024 | Beckwith Van H. | EVP, Secretary and CLO | Sell | $369.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 2 |
HAL Ownership FAQ
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