HAL
Halliburton Company · Energy · Oil & Gas Equipment & Services
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -22.2% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 2.76M | $86.97M | n/a | n/a |
| Q2 2026 | 168 | +3 | 537.05M | $18.24B | +7 | −5 |
| Q1 2026 | 169 | +4 | 549.83M | $21.42B | +7 | −4 |
| Q4 2025 | 164 | -1 | 629.18M | $17.78B | +2 | −2 |
| Q3 2025 | 24 | +2 | 322.18M | $7.92B | +2 | −1 |
| Q2 2025 | 20 | 0 | 314.94M | $6.42B | +2 | −2 |
| Q1 2025 | 17 | +1 | 162.82M | $4.13B | +2 | −1 |
| Q4 2024 | 16 | -1 | 209.21M | $5.69B | n/a | −1 |
| Q3 2024 | 16 | -1 | 169.26M | $4.91B | n/a | −1 |
| Q2 2024 | 17 | n/a | 214.91M | $7.26B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 52.74M | -4.6% | $1.34B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Capital World Investors ✦ | 47.19M | -52.8% | $1.20B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 22.25M | +3.3% | $562.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 7.44M | -32.6% | $188.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 5.40M | +867.1% | $136.88M | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 5.38M | -2.0% | $136.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 7 | Millennium Management ✦ | 5.20M | -21.7% | $131.99M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 4.64M | +217.4% | $116.77M | 0.1% | ▲ Add | 4 | SEC ↗ ×7 |
| 9 | Point72 Asset Management ✦ | 4.10M | New | $104.10M | 0.3% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 3.77M | +165.5% | $95.76M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | T. Rowe Price ✦ | 1.47M | -62.5% | $37.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | Marshall Wace ✦ | 1.06M | +3054.8% | $26.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | GAMCO Investors ✦ | 814.32K | -4.4% | $20.66M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 553.86K | New | $14.05M | 0.0% | New | 1 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 419.33K | -15.2% | $10.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 315.68K | -26.5% | $8.01M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | Dodge & Cox ✦ | 73.66K | -8.7% | $1.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $104.10M | 0.3% |
| Two Sigma Investments | $14.05M | 0.0% |
Exited
| Bridgewater Associates | $701,475 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,178 holders, 715.59M shares, $26.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 24.78K sh · $929,138
Officer, Director · 52.57K sh · $1.84M
Officer, Director · 124.48K sh · $4.36M
Officer, Director · 16.12K sh · $565,573
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology