Halliburton Company (HAL) Ownership

31.94 ↑0.07 (0.22%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Capital World Investors is the biggest individual institutional holder of Halliburton Company (HAL), owning a total of 114.2 million shares. Combined, the top 31 institutional holders of HAL own 80.31% of the company with a total of 706.9 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of HAL by 4.9 million shares. 4 institutions bought 2,285,681 total additional shares and increased their ownership by an average of 2.16%. However 3 institutions sold 7,147,221 total shares and decreased their ownership by an average of 5.08%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Halliburton Company decreased by a net total of -4,861,540 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital World Investors	13.004%	-4.893%	114,235,931	-5,877,510	2024-09-30
Vanguard Group Inc	11.980%	1.576%	105,248,079	1,632,786	2024-09-30
Sanders Capital, LLC	2.732%	0.221%	23,997,640	52,915	2024-09-30
Barrow Hanley Mewhinney & Strauss LLC	1.585%	-6.297%	13,921,958	-935,620	2024-09-30
Dimensional Fund Advisors, Inc.	1.203%	4.803%	10,571,591	484,476	2024-09-30
Northern Trust Corp	0.900%	-4.057%	7,901,756	-334,091	2024-09-30
UBS Asset Mgmt Americas Inc	0.654%	2.053%	5,742,352	115,504	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital World Investors	13.004%	-4.893%	114,235,931	-5,877,510	2024-09-30
Vanguard Group Inc	11.980%	1.576%	105,248,079	1,632,786	2024-09-30
BlackRock Inc	8.349%	-1.679%	73,341,418	-1,252,113	2024-06-30
State Street Corp	6.561%	6.565%	57,635,033	3,550,671	2024-06-30
State Street Corporation	6.126%	-1.813%	54,084,362	-998,505	2024-03-31
T. Rowe Price Associates, Inc.	5.030%	-27.670%	44,186,483	-16,903,572	2024-06-30
Morgan Stanley - Brokerage Accounts	2.936%	-5.756%	25,790,000	-1,575,128	2024-06-30
Sanders Capital, LLC	2.732%	0.221%	23,997,640	52,915	2024-09-30
Geode Capital Management, LLC	2.329%	0.811%	20,457,856	164,632	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.585%	-6.297%	13,921,958	-935,620	2024-09-30
Pacer Advisors, INC.	1.552%	22,900.000%	13,631,188	13,571,922	2024-06-30
NORGES BANK	1.412%	12.107%	12,406,855	1,339,901	2024-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	1.318%	-25.675%	11,844,683	-4,091,659	2023-03-31
Capital Research Global Investors	1.219%	6.367%	10,706,835	640,933	2024-06-30
Dimensional Fund Advisors, Inc.	1.203%	4.803%	10,571,591	484,476	2024-09-30
Boston Partners Global Investors, Inc	1.159%	-1.199%	10,185,297	-123,611	2024-06-30
OFI Invest Asset Management	1.026%	0.000%	9,217,396	9,217,396	2023-03-31
Wellington Management Company LLP	0.958%	5.459%	8,419,781	435,827	2024-06-30
Northern Trust Corp	0.900%	-4.057%	7,901,756	-334,091	2024-09-30
Amvescap Plc.	0.891%	29.395%	7,826,004	1,777,851	2024-06-30
Legal & General Group PLC	0.877%	8.900%	7,702,236	629,470	2024-06-30
Pzena Investment Management, LLC	0.828%	3.464%	7,407,122	248,000	2023-06-30
Hotchkis & Wiley Capital Management LLC	0.815%	-0.913%	7,371,052	-67,900	2022-09-30
Bank of New York Mellon Corp	0.836%	1.156%	7,342,857	83,894	2024-06-30
FMR Inc	0.759%	1.549%	6,665,179	101,697	2024-06-30
Amundi	0.721%	-10.859%	6,365,082	-775,408	2024-03-31
Van Eck Associates Corporation	0.699%	-13.218%	6,173,192	-940,211	2024-03-31
Goldman Sachs Group Inc	0.665%	-2.817%	5,838,625	-169,212	2024-06-30
UBS Asset Mgmt Americas Inc	0.654%	2.053%	5,742,352	115,504	2024-09-30
Bank of America Corp	0.599%	-10.680%	5,356,709	-640,470	2023-09-30
Charles Schwab Investment Management Inc	0.591%	0.842%	5,291,276	44,188	2023-09-30

Mutual Fund Ownership

American Funds American Balanced A is the biggest individual fund holder of Halliburton Company (HAL), owning a total of 39.4 million shares. Combined, the top 32 mutual fund holders of HAL own 53.43% of the company with a total of 471.2 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of HAL by 290 thousand shares. 6 funds bought 410,958 total additional shares and increased their ownership by an average of 0.46%. However 3 funds sold 121,376 total shares and decreased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Halliburton Company increased by a net total of 289,582 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.855%	-0.362%	25,083,887	-91,194	2024-10-31
Vanguard Institutional 500 Index Trust	2.663%	1.167%	23,394,335	269,804	2024-10-31
The Energy Select Sector SPDR® ETF	2.627%	-0.089%	23,078,128	-20,597	2024-10-31
Vanguard Mid Cap Index Institutional	1.919%	0.179%	16,857,205	30,192	2024-10-31
Pacer US Cash Cows 100 ETF	1.912%	-0.057%	16,800,384	-9,585	2024-10-31
SPDR® S&P 500® ETF Trust	1.225%	0.525%	10,762,562	56,160	2024-10-31
iShares Core S&P 500 ETF	1.119%	0.154%	9,828,938	15,138	2024-10-31
Vanguard Institutional Index I	0.639%	0.082%	5,610,868	4,588	2024-10-31
Vanguard Growth Index Investor	0.627%	0.641%	5,510,789	35,076	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds American Balanced A	4.486%	0.000%	39,413,267	0	2024-09-30
American Funds Washington Mutual A	3.110%	-12.337%	27,324,651	-3,845,564	2024-09-30
Capital Group Wash Mutual Invtrs Comp	3.110%	-12.337%	27,324,651	-3,845,564	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.816%	1.373%	25,206,880	341,450	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.855%	-0.362%	25,083,887	-91,194	2024-10-31
Vanguard Institutional 500 Index Trust	2.663%	1.167%	23,394,335	269,804	2024-10-31
The Energy Select Sector SPDR® ETF	2.627%	-0.089%	23,078,128	-20,597	2024-10-31
Vanguard 500 Index Investor	2.419%	0.587%	21,736,352	126,783	2023-08-31
Energy Select Sector SPDR® ETF	2.399%	0.242%	21,234,998	51,300	2024-05-30
American Funds Growth Fund of Amer A	2.297%	-19.144%	20,179,119	-4,777,771	2024-09-30
Capital Group Growth Fnd of Amer Comp	2.297%	-19.144%	20,179,119	-4,777,771	2024-09-30
Vanguard Mid Cap Index Institutional	1.919%	0.179%	16,857,205	30,192	2024-10-31
Pacer US Cash Cows 100 ETF	1.912%	-0.057%	16,800,384	-9,585	2024-10-31
T. Rowe Price U.S. Value Equity Tr-Z	1.401%	-10.947%	12,364,597	-1,519,957	2024-06-30
T. Rowe Price Value	1.339%	-15.959%	11,816,859	-2,243,884	2024-06-30
T. Rowe Price US Value Equity Composite	1.339%	-15.959%	11,816,859	-2,243,884	2024-06-30
Capital Group Growth Composite	1.320%	0.000%	11,600,000	0	2024-09-30
American Funds IS® Growth 1	1.320%	0.000%	11,600,000	0	2024-09-30
Fidelity 500 Index	1.235%	-0.496%	10,852,673	-54,080	2024-09-30
SPDR® S&P 500® ETF Trust	1.225%	0.525%	10,762,562	56,160	2024-10-31
SPDR® S&P 500 ETF Trust	1.208%	0.696%	10,690,558	73,920	2024-05-30
Fidelity® 500 Index	1.170%	0.641%	10,470,588	66,634	2023-11-30
iShares Core S&P 500 ETF	1.119%	0.154%	9,828,938	15,138	2024-10-31
Capital Group Investment Co of Amer Comp	0.692%	-21.068%	6,240,171	-1,665,531	2023-03-31
VanEck Oil Services ETF	0.690%	-0.752%	6,114,681	-46,339	2024-03-29
Vanguard Windsor™ II Inv	0.692%	0.000%	6,074,735	0	2024-09-30
American Funds Invmt Co of Amer A	0.650%	-0.030%	5,734,329	-1,690	2024-06-30
JHancock Disciplined Value Mid Cap I	0.642%	0.000%	5,642,131	0	2024-09-30
Vanguard Institutional Index I	0.639%	0.082%	5,610,868	4,588	2024-10-31
Vanguard Growth Index Investor	0.627%	0.641%	5,510,789	35,076	2024-10-31
Vanguard Windsor Investor Shares	0.610%	-24.116%	5,356,215	-1,702,226	2024-09-30
Capital Group Fundamental Invtrs Comp	0.601%	-0.036%	5,303,900	-1,924	2024-09-30