Institutional Ownership Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL). We have compiled data on the 1,050 institutions that hold shares in the stock, with a total of 712 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
15,893
shares
|
$441,825
0.01% of portfolio
|
Q1 2023
Added 8.15%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
15,833
shares
|
$440,157
0.27% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,756
shares
|
$438,016
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
15,653
shares
|
$435,153
0.31% of portfolio
|
Q2 2023
Added 22.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,536
shares
|
$431,900
0.04% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,457
shares
|
$429,704
0.01% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
15,400
shares
|
$428,120
0.37% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
15,375
shares
|
$427,425
0.14% of portfolio
|
Q1 2023
Added 75.33%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
15,267
shares
|
$424,422
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
15,236
shares
|
$423,560
0.19% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
15,209
shares
|
$422,810
0.01% of portfolio
|
Q3 2024
Added 39.93%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
15,178
shares
|
$421,948
0.01% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
15,052
shares
|
$418,445
0.15% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
15,035
shares
|
$417,973
0.01% of portfolio
|
Q4 2023
Reduced 11.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
14,950
shares
|
$415,610
0.0% of portfolio
|
Q3 2024
Added 284.71%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
14,774
shares
|
$410,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,739
shares
|
$409,744
0.13% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,706
shares
|
$408,826
0.0% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
14,683
shares
|
$408,187
0.0% of portfolio
|
Q3 2024
Added 3030.7%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,632
shares
|
$406,769
0.03% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
14,541
shares
|
$404,239
0.06% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,518
shares
|
$403,600
0.0% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,487
shares
|
$402,738
0.01% of portfolio
|
Q4 2024
Added 107.82%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
14,199
shares
|
$394,732
0.03% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
14,176
shares
|
$394,092
0.01% of portfolio
|
Q3 2024
Added 1.06%
|