Halliburton Ownership | Who Owns Halliburton?

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Halliburton Ownership Summary

Halliburton 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 4.01% of its assets in Halliburton shares.

HAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Halliburton	82.68%	0.45%	16.88%
Sector	Energy Stocks	58.93%	12.79%	28.28%
Industry	Oil & Gas Equipment & Services Stocks	74.21%	8.13%	17.66%

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
Pacer advisors	18.53M	2.12%	$503.86M
Barrow hanley mewhinney & strauss	14.86M	1.67%	$501.89M
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	126.10K	2.39%	$3.43M
Gendell jeffrey l	1.96M	2.31%	$66.13M
Klcm advisors	466.17K	1.95%	$15.75M
Sage capital advisors	274.71K	1.94%	$7.47M
Brandes investment partners, lp	4.28M	1.78%	$144.52M
Barrow hanley mewhinney & strauss	14.86M	1.71%	$501.89M
Martin & co inc /tn/	161.92K	1.38%	$5.47M

Top Buyers

Holder	Shares	% Assets	Change
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
Invesco	7.83M	0.06%	1.78M

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
Sage capital advisors	274.71K	1.94%	274.71K	$7.47M
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
Wolff wiese magana	-25.00
Mcclarren financial advisors	-29.00

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	35.22M	4.01%	-4.20M
Vanguard Total Stock Mkt Idx Inv	24.71M	2.81%	-250.63K
Vanguard Institutional 500 Index Trust	23.79M	2.71%	54.37K
The Energy Select Sector SPDR® ETF	21.71M	2.47%	-30.60K
Capital Group Wash Mutual Invtrs Comp	20.73M	2.36%	-6.60M
American Funds Washington Mutual A	20.73M	2.36%	-6.60M
American Funds Growth Fund of Amer A	20.18M	2.30%	-
Capital Group Growth Fnd of Amer Comp	20.18M	2.30%	-
Pacer US Cash Cows 100 ETF	18.41M	2.10%	-
Vanguard Mid Cap Index Institutional	17.00M	1.94%	54.94K

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

Who Owns Halliburton?

Halliburton shareholders are primarily institutional investors at 82.68%, followed by 0.45% insiders and 16.87% retail investors. The average institutional ownership in Halliburton's industry, Oil & Gas Equipment & Services Stocks, is 74.21%, which Halliburton exceeds.

Who owns the most shares of Halliburton?

Halliburton’s largest shareholders are Capital world investors (120.11M shares, 13.51%), Vanguard group (103.62M shares, 11.66%), and Blackrock (73.34M shares, 8.25%). Together, they hold 33.42% of Halliburton’s total shares outstanding.

Does Blackrock own Halliburton?

Yes, BlackRock owns 8.25% of Halliburton, totaling 73.34M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.48B$. In the last quarter, BlackRock decreased its holdings by -1.252M shares, a -1.68% change.

Who is Halliburton’s biggest shareholder by percentage of total assets invested?

Holowesko partners is Halliburton’s biggest shareholder by percentage of total assets invested, with 5.34% of its assets in 296.3K Halliburton shares, valued at 10.01M$.

Who is the top mutual fund holder of Halliburton shares?

American Funds American Balanced A is the top mutual fund holder of Halliburton shares, with 4.01% of its total shares outstanding invested in 35.22M Halliburton shares.

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