HALLIBURTON CO HAL
COM · Common Stock · CUSIP 406216101 · ISIN US4062161017
American multinational corporation; provider of services and products to the energy industry
- SectorEnergy
- IndustryOil & Gas Field Services, NEC
- HeadquartersHouston, TX
- Founded1919
- Websitehalliburton.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($122.2m this quarter). Holder counts are more reliable. Shares outstanding: 868.1m as of 2025-02-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.18. Options: 46 managers hold calls ($403.8m notional), 43 hold puts ($542.9m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 813 |
| Q4 2022 | 945 |
| Q1 2023 | 936 |
| Q2 2023 | 917 |
| Q3 2023 | 961 |
| Q4 2023 | 1,005 |
| Q1 2024 | 992 |
| Q2 2024 | 980 |
| Q3 2024 | 930 |
| Q4 2024 | 959 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 471 | 414 |
| Q2 2023 | 425 | 427 |
| Q3 2023 | 428 | 435 |
| Q4 2023 | 439 | 444 |
| Q1 2024 | 464 | 444 |
| Q2 2024 | 505 | 408 |
| Q3 2024 | 440 | 470 |
| Q4 2024 | 387 | 467 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $393.3m | $764.8m | 1.94 |
| Q2 2024 | $462.0m | $649.0m | 1.40 |
| Q3 2024 | $431.5m | $552.1m | 1.28 |
| Q4 2024 | $403.8m | $542.9m | 1.34 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +3.8m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.9m |
| UBS Group AG | Added | +2.8m |
| CITIGROUP INC | Added | +2.7m |
| Amundi | Added | +2.4m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Added | +2.2m |
| Pacer Advisors, Inc. | Added | +1.7m |
| TWINBEECH CAPITAL LP | Added | +1.6m |
| DEUTSCHE BANK AG\ | Added | +1.5m |
| NORTHERN TRUST CORP | Added | +1.3m |
Biggest sellers
| Capital World Investors | Reduced | -14.3m |
| JPMORGAN CHASE & CO | Reduced | -7.5m |
| Thrivent Financial for Lutherans | Reduced | -3.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -3.5m |
| Boston Partners | Reduced | -2.9m |
| Qube Research & Technologies Ltd | Sold out | -2.3m |
| FRANKLIN RESOURCES INC | Reduced | -2.0m |
| STATE STREET CORP | Reduced | -1.6m |
| NORGES BANK | Reduced | -1.6m |
| BARCLAYS PLC | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $52.3m1.9m shares |
| SIMPLEX TRADING, LLC | Reduced | $40.3m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $39.3m1.4m shares |
| UBS Group AG | Added | $29.7m1.1m shares |
| JPMORGAN CHASE & CO | Reduced | $27.5m1.0m shares |
| IMC-Chicago, LLC | Added | $20.8m764.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $20.3m748.0k shares |
| JANE STREET GROUP, LLC | Added | $19.0m699.1k shares |
| CITIGROUP INC | Reduced | $15.5m570.0k shares |
| Twin Tree Management, LP | New | $11.4m419.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $82.1m3.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $53.0m1.9m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $48.5m1.8m shares |
| UBS Group AG | Added | $40.0m1.5m shares |
| D. E. Shaw & Co., Inc. | Added | $37.0m1.4m shares |
| Yaupon Capital Management LP | Reduced | $27.2m1.0m shares |
| JANE STREET GROUP, LLC | Reduced | $26.3m968.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.4m714.3k shares |
| IMC-Chicago, LLC | Added | $18.0m660.9k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $17.7m6.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.2% |
Fell to 5% or below in the last year: Capital Research Global Investors (1.0%, 2026-07-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 3 | $1.2m | — |
| Q2 2023 | 0 | — | 2 | $8.9m | $8.9m |
| Q3 2023 | 0 | — | 6 | $10.2m | $4.0m |
| Q4 2023 | 0 | — | 1 | $428.9k | — |
| Q1 2024 | 0 | — | 2 | $13.5m | — |
| Q2 2024 | 0 | — | 5 | $3.2m | $3.2m |
| Q3 2024 | 0 | — | 1 | $367.5k | $367.5k |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 104.3m $2.8bn | Reduced -915.9k |
| Capital World Investors 0.41% of their portfolio | 99.9m $2.7bn | Reduced -14.3m |
| BlackRock, Inc. 0.05% of their portfolio | 82.3m $2.2bn | Added +243.7k |
| STATE STREET CORP 0.06% of their portfolio | 55.3m $1.5bn | Reduced -1.6m |
| Sanders Capital, LLC 0.97% of their portfolio | 24.4m $662.7m | Added +375.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 21.5m $584.1m | Added +908.3k |
| Pacer Advisors, Inc. 1.10% of their portfolio | 18.5m $503.9m | Added +1.7m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.49% of their portfolio | 16.1m $437.6m | Added +2.2m |
| Amundi 0.12% of their portfolio | 13.1m $353.2m | Added +2.4m |
| MORGAN STANLEY 0.02% of their portfolio | 12.9m $351.2m | Added +662.6k |
| NORGES BANK 0.04% of their portfolio | 11.0m $300.0m | Reduced -1.6m |
| Invesco Ltd. 0.05% of their portfolio | 10.1m $274.2m | Added +968.6k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 9.5m $258.0m | Reduced -1.1m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 9.3m $252.2m | Added +415.8k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 9.2m $249.7m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 7.7m $208.2m | Added +3.8m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 6.9m $187.2m | Reduced -292.6k |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 6.6m $180.7m | Added +2.9m |
| Boston Partners 0.21% of their portfolio | 6.5m $176.4m | Reduced -2.9m |
| UBS Group AG 0.04% of their portfolio | 6.0m $161.9m | Added +2.8m |
| LSV ASSET MANAGEMENT 0.37% of their portfolio | 5.9m $161.0m | Added +760.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.5m $149.3m | Reduced -239.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 5.4m $147.8m | Added +187.2k |
| Legal & General Group Plc 0.04% of their portfolio | 5.4m $146.5m | Reduced -74.1k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 5.4m $145.7m | Added +1.5m |
| VAN ECK ASSOCIATES CORP 0.18% of their portfolio | 5.1m $138.7m | Added +1.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 5.0m $135.9m | Reduced -745.0k |
| BRANDES INVESTMENT PARTNERS, LP 1.40% of their portfolio | 4.6m $125.3m | Reduced -121.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.9m $106.6m | Reduced -3.5m |
| FMR LLC 0.01% of their portfolio | 3.9m $104.9m | Reduced -753.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 3.8m $103.0m | Reduced -80.0k |
| CITIGROUP INC 0.10% of their portfolio | 3.7m $101.8m | Added +2.7m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 3.4m $92.3m | Reduced -10.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 3.1m $84.2m | Reduced -552.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 3.1m $84.0m | Reduced -51.7k |
| BARCLAYS PLC 0.04% of their portfolio | 2.9m $78.3m | Reduced -1.3m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 2.8m $76.4m | Added +801.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.7m $74.3m | Reduced -7.5m |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 2.7m $73.7m | Reduced -176.9k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 2.5m $68.5m | Reduced -2.0m |
| Swiss National Bank 0.05% of their portfolio | 2.5m $67.8m | Reduced -133.7k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 2.4m $65.6m | Reduced -559.5k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 2.4m $64.2m | Added +370.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.3m $61.4m | Added +80.6k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 2.1m $57.9m | Reduced -406.3k |
| TWINBEECH CAPITAL LP 0.95% of their portfolio | 2.0m $55.6m | Added +1.6m |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 2.0m $53.8m | First filing |
| THOMPSON SIEGEL & WALMSLEY LLC 0.84% of their portfolio | 2.0m $53.7m | Added +76.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.9m $52.7m | Added +519.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 1.9m $52.6m | Added +911.9k |
| Squarepoint Ops LLC 0.12% of their portfolio | 1.8m $48.2m | Reduced -734.2k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 1.8m $48.1m | Reduced -3.8m |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 1.7m $47.2m | Reduced -338.1k |
| California Public Employees Retirement System 0.03% of their portfolio | 1.7m $45.3m | Reduced -83.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.6m $43.0m | Reduced -123.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 1.6m $42.4m | Reduced -7.6k |
| PZENA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 1.5m $42.1m | Added +5.7k |
| Freestone Grove Partners LP 0.51% of their portfolio | 1.5m $41.5m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.5m $40.5m | Added +543.7k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 1.5m $39.8m | Added +360.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.4m $38.6m | Reduced -40.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 1.4m $38.9m | Added +121.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 1.4m $37.4m | Reduced -242.9k |
| GENDELL JEFFREY L 1.14% of their portfolio | 1.3m $36.3m | Reduced -475.7k |
| National Pension Service 0.03% of their portfolio | 1.3m $35.4m | Added +8.4k |
| GABELLI FUNDS LLC 0.25% of their portfolio | 1.2m $33.9m | Reduced -96.9k |
| OFI INVEST ASSET MANAGEMENT 0.77% of their portfolio | 1.2m $32.7m | First filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% of their portfolio | 1.2m $33.8m | First filing |
| GROUPAMA ASSET MANAGMENT 0.67% of their portfolio | 1.2m $33.0m | Added +215.5k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.1m $30.9m | Reduced -206.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 1.1m $30.8m | Added +368.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $30.6m | Added +18.8k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.18% of their portfolio | 1.0m $28.3m | Added +945.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 969.2k $26.4m | Reduced -21.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 959.3k $26.1m | Added +57.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.06% of their portfolio | 905.5k $24.6m | Reduced -202.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 879.4k $23.9m | Reduced -68.6k |
| GAMCO INVESTORS, INC. ET AL 0.24% of their portfolio | 851.7k $23.2m | Reduced -520 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 842.4k $22.9m | Unchanged |
| Perpetual Ltd 0.27% of their portfolio | 840.1k $22.8m | Reduced -24.5k |
| Korea Investment CORP 0.05% of their portfolio | 788.9k $21.5m | Added +378.9k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 759.7k $20.7m | Added +560.2k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 748.0k $20.3m | Added +5.7k |
| Engineers Gate Manager LP 0.34% of their portfolio | 725.1k $19.7m | Added +192.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 706.6k $19.2m | Added +1.1k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.34% of their portfolio | 701.0k $19.1m | Reduced -15.4k |
| DANSKE BANK A/S 0.06% of their portfolio | 680.8k $18.5m | Added +167.7k |
| HighTower Advisors, LLC 0.03% of their portfolio | 680.7k $18.5m | Added +8.8k |
| South Dakota Investment Council 0.35% of their portfolio | 651.9k $17.7m | Added +9.2k |
| AMF Tjanstepension AB 0.13% of their portfolio | 649.1k $17.7m | Added +279.0k |
| LPL Financial LLC 0.01% of their portfolio | 641.1k $17.4m | Added +162.5k |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 614.5k $16.7m | Reduced -22.6k |
| Weiss Asset Management LP 0.38% of their portfolio | 609.7k $16.6m | Not comparable |
| ANCHOR CAPITAL ADVISORS LLC 0.44% of their portfolio | 567.3k $15.4m | Added +75.2k |
| NATIXIS 0.10% of their portfolio | 565.0k $15.4m | Added +180.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 557.9k $15.2m | Added +454.4k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 552.7k $15.0m | Reduced -21.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 543.9k $14.8m | Reduced -3.1k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 543.7k $14.8m | Added +320.3k |
| TD Waterhouse Canada Inc. 0.12% of their portfolio | 538.9k $14.7m | Added +227.7k |