Halliburton Ownership | Who Owns Halliburton?
Halliburton Ownership Summary
Halliburton is owned by 62.44% institutional investors, 0.75% insiders, and 36.81% retail investors. Vanguard group is the largest institutional shareholder, holding 11.92% of HAL shares. American Funds American Balanced A is the top mutual fund, with 4.01% of its assets in Halliburton shares.
HAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Halliburton | 62.44% | 0.75% | 36.81% |
| Sector | Energy Stocks | 44.64% | 13.74% | 41.61% |
| Industry | Oil & Gas Equipment & Services Stocks | 54.65% | 11.64% | 33.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 104.33M | 11.92% | $2.84B |
| Capital world investors | 99.94M | 11.42% | $2.72B |
| Blackrock funding, inc. /de | 82.28M | 9.40% | $2.24B |
| Blackrock | 73.34M | 8.25% | $2.48B |
| State street | 57.64M | 6.48% | $1.95B |
| Sanders capital | 24.37M | 2.79% | $662.69M |
| Geode capital management | 21.54M | 2.46% | $584.14M |
| Pacer advisors | 18.53M | 2.12% | $503.86M |
| Barrow hanley mewhinney & strauss | 16.09M | 1.84% | $437.59M |
| Morgan stanley | 12.89M | 1.45% | $435.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Black cypress capital management | 211.08K | 4.97% | $5.74M |
| Merrion investment management | 126.10K | 2.39% | $3.43M |
| Sage capital advisors | 274.71K | 1.94% | $7.47M |
| Barrow hanley mewhinney & strauss | 16.09M | 1.52% | $437.59M |
| Klcm advisors | 453.74K | 1.43% | $12.34M |
| Brandes investment partners, lp | 4.61M | 1.40% | $125.26M |
| Builder investment group inc /adv | 163.49K | 1.21% | $4.45M |
| Foster victor wealth advisors | 523.39K | 1.20% | $15.65M |
| First trust investment solutions | 246.44K | 1.17% | $8.32M |
| Ashburton (jersey) | 95.78K | 1.15% | $2.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.03M | 0.04% | 11.03M |
| State street | 57.64M | 0.09% | 3.55M |
| Millennium management | 6.65M | 0.09% | 2.89M |
| Ubs group | 5.96M | 0.03% | 2.77M |
| Citigroup | 3.74M | 0.06% | 2.70M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 99.94M | 0.41% | -14.30M |
| Capital research global investors | - | - | -10.71M |
| Thrivent financial for lutherans | 1.77M | 0.09% | -3.75M |
| Price t rowe associates inc /md/ | 3.92M | 0.01% | -3.50M |
| Point72 asset management | - | - | -3.06M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.03M | 0.04% | 11.03M | $299.99M |
| Raymond james financial | 1.98M | 0.02% | 1.98M | $53.76M |
| Ofi invest asset management | 1.24M | 0.77% | 1.24M | $32.68M |
| Weiss asset management lp | 609.72K | 0.34% | 609.72K | $16.58M |
| Sourcerock group | 440.78K | 0.85% | 440.78K | $11.98M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -8.00 |
| Sugar maple asset management | -10.00 |
| Td capital management | -12.00 |
| Tfo-tdc | -16.00 |
| Voisard asset management group | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 696 | -29.55% | 546,374,170 | -25.10% | 62 | 0.91% | 299 | -32.51% | 265 | -20.66% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds American Balanced A | 35.22M | 4.01% | -4.20M |
| Vanguard US Total Market Shares ETF | 25.18M | 2.92% | 17.29K |
| Vanguard Total Stock Mkt Idx Inv | 24.86M | 2.86% | 89.97K |
| Schwab US Dividend Equity ETF™ | 24.27M | 2.82% | 19.16K |
| Vanguard Institutional 500 Index Trust | 24.37M | 2.81% | 167.62K |
| Capital Group Wash Mutual Invtrs Comp | 20.73M | 2.36% | -6.60M |
| American Funds Washington Mutual A | 20.73M | 2.36% | -6.60M |
| Capital Group Growth Fnd of Amer Comp | 20.18M | 2.30% | - |
| American Funds Growth Fund of Amer A | 20.18M | 2.30% | - |
| The Energy Select Sector SPDR® ETF | 19.00M | 2.20% | -24.17K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Carre Eric | EVP & Chief Financial Officer | Sell | $1.28M |
| Mar 07, 2025 | McKeon Timothy | Senior VP and Treasurer | Sell | $258.23K |
| Mar 04, 2025 | Banks Margaret Katherine | - | Sell | $93.74K |
| Feb 11, 2025 | Carre Eric | EVP & Chief Financial Officer | Sell | $3.69M |
| Jul 18, 2024 | Beckwith Van H. | EVP, Secretary and CLO | Sell | $367.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 2 |
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