HAL · Company research
Halliburton Company (HAL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 428 | 13610000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237314 | 7546585000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 22260 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 22260 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184 | 6247 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 2037000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84406 | 2865589 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9873 | 335188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 2920 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 4414 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54142 | 1838121 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOMPKINS FINANCIAL CORP | 1005817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 428 | 14531 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Canada Post Corp Registered Pension Plan | 1991835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89034 | 3022704 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 288575 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Acropolis Investment Management, LLC | 1318601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4388 | 171104 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Perpetual Ltd | 1647273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1314167 | 44615970 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aventura Private Wealth, LLC | 2074418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1019 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Energy Income Partners, LLC | 1388814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425479 | 14445012 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1199812 | 40734 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1263263 | 43064652 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95006 | 3225454 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 3633 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29750 | 1010013 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8347 | 283381 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 5432 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| REAP Financial Group, LLC | 2048581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1781 | 60451 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2366 | 80314 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Capital Partners, LLC | 1569833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18653 | 633270 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HORIZON BANCORP INC /IN/ | 706129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434 | 15000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415 | 14090 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Friedenthal Financial | 1598611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 3427 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Merrion Investment Management Co, LLC | 1383782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110900 | 3765060 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 327183 | 11107863 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320071 | 10866410 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rheos Capital Works Inc. | 1735445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 16975 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 3667 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30650 | 1040568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9999 | 339466 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5948 | 201935 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589422 | 20011 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 11475 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47443 | 1610690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ballast, Inc. | 1730477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50273 | 1706770 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Wealth Advisors of Tampa Bay, LLC | 1715228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14939 | 507181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3124610 | 106059 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HERITAGE INVESTORS MANAGEMENT CORP | 937589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178000 | 6043 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8991 | 305151 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103335 | 3508220 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53305 | 1809705 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Avidian Wealth Enterprises, LLC | 1471474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19580 | 664735 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DJE Kapital AG | 1659196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233732 | 8064261 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 393 | 13342 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401195 | 13620570 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2343 | 79545 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 561768 | 19072017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2317324 | 78673150 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Narwhal Capital Management | 1461287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16227 | 550907 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CULLEN INVESTMENT GROUP, LTD. | 797203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13707 | 465356 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6727 | 228382 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7606619 | 258244762 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1790942 | 60802481 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Downshift Financial, LLC | 2118380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305 | 10355 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 259503 | 8810127 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191035 | 6492328 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WEST MICHIGAN ADVISORS, LLC | 1909879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6534 | 254774 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26604 | 903206 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Scott & Selber, Inc. | 1315269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110147 | 3739478 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14149 | 480349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589661 | 20019037 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237786 | 8072835 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206624 | 7014885 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 586 | 19895 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MEYER HANDELMAN CO | 45319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68400 | 2322180 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110 | 3735 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320750 | 10889463 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63463 | 2155 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10636 | 361092 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8898 | 302087 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142918 | 4852049 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Foster Group, Inc. | 1841544 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11431 | 388069 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.