Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HAL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Employees Provident Fund Board | 99K | $4.13B | β | 0.012% | 0.01% |
| 2 | BlackRock, Inc. | 83.5M | $3.25B | +6.0% | 9.992% | 0.06% |
| 3 | Capital Research Global Investors | 56.3M | $2.20B | -48.9% | 6.746% | 0.34% |
| 4 | STATE STREET CORP | 54.4M | $2.12B | +7.0% | 6.515% | 0.07% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 51.7M | $2.02B | β | 6.194% | 0.05% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39.3M | $1.53B | β | 4.704% | 0.08% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 22.8M | $885.7M | +2.3% | 2.730% | 0.06% |
| 8 | MORGAN STANLEY | 17.3M | $672.9M | +9.2% | 2.067% | 0.04% |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10.9M | $423.3M | +6.9% | 1.300% | 1.39% |
| 10 | CITADEL ADVISORS LLC | 10.3M | $401.5M | β | 1.233% | 0.19% |
| 11 | Invesco Ltd. | 10.2M | $399.6M | -1.1% | 1.227% | 0.06% |
| 12 | GOLDMAN SACHS GROUP INC | 9.6M | $373.8M | +7.6% | 1.148% | 0.04% |
| 13 | CITIGROUP INC | 9.5M | $372.1M | +525.6% | 1.143% | 0.16% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 9.5M | $370.6M | +4.0% | 1.138% | 0.08% |
| 15 | NORTHERN TRUST CORP | 8.7M | $340.5M | +1.0% | 1.046% | 0.05% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.3M | $325.4M | -17.0% | 0.999% | 0.04% |
| 17 | Capital World Investors | 7.5M | $294.1M | -41.9% | 0.903% | 0.04% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 7.1M | $275.7M | +19.0% | 0.847% | 0.13% |
| 19 | Amundi | 6.6M | $258.6M | +28.2% | 0.794% | 0.07% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.3M | $247.6M | -79.6% | 0.760% | 0.04% |
| 21 | BRANDES INVESTMENT PARTNERS, LP | 6.3M | $245.3M | -16.7% | 0.753% | 1.74% |
| 22 | Bank of New York Mellon Corp | 6.0M | $234.3M | -8.0% | 0.720% | 0.04% |
| 23 | UBS Group AG | 5.5M | $215.9M | -10.4% | 0.663% | 0.03% |
| 24 | BANK OF AMERICA CORP /DE/ | 5.4M | $210.9M | -41.5% | 0.648% | 0.02% |
| 25 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5.4M | $209.3M | +37.4% | 0.643% | 0.34% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HAL β a direct measure of their conviction.
Filings activity in HAL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HAL position in Q1 2026
Institutions that fully closed their HAL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,159 | +17% | 94.45% | +27.02 pp | $31.24B | +40% |
| Q4 2025 | 989 | +12% | 67.43% | +11.99 pp | $22.30B | +22% |
| Q3 2025 | 882 | 0.7% | 55.44% | 11.20 pp | $18.33B | 17% |
| Q2 2025 | 888 | 3.5% | 66.64% | +13.51 pp | $22.04B | +25% |
| Q1 2025 | 920 | 0.2% | 53.13% | 5.45 pp | $17.57B | 9.3% |
| Q4 2024 | 922 | +4.1% | 58.58% | 2.09 pp | $19.37B | 3.4% |
| Q3 2024 | 886 | 5.3% | 60.67% | 15.11 pp | $20.06B | 20% |
| Q2 2024 | 936 | β | 75.78% | β | $25.06B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HAL stock.
Based on Q1 2026 13F filings, institutional ownership of Halliburton Company stands at 94.5%, held across 1,159 reporting institutions.
Employees Provident Fund Board is the largest reported institutional holder of HAL, with approximately 98,980 shares worth $4.13B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HAL, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for HAL is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
281 institutions opened new positions in HAL during Q1 2026, while 111 fully exited. 794 added to existing positions and 79 trimmed.
HAL institutional ownership rose by 27.02 percentage points quarter-over-quarter, with a net change of +170 holders.
The top 10 institutions account for 56.4% of all reported 13F value in HAL, and the top 25 account for 70.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Halliburton Company (HAL) Institutional Ownership