Institutional Ownership Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL). We have compiled data on the 1,106 institutions that hold shares in the stock, with a total of 711 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
98
shares
|
$2,159
0.0% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
88
shares
|
$1,939
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
85
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
83
shares
|
$1,829
0.0% of portfolio
|
Q1 2025
Reduced 62.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
80
shares
|
$1,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
78
shares
|
$1,719
0.0% of portfolio
|
Q2 2023
Reduced 60.41%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
77
shares
|
$1,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
77
shares
|
$1,697
0.0% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
74
shares
|
$1,630
0.0% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
73
shares
|
$1,608
0.0% of portfolio
|
Q1 2025
Reduced 92.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
65
shares
|
$1,432
0.0% of portfolio
|
Q1 2025
Reduced 70.32%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$1,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
58
shares
|
$1,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
55
shares
|
$1,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
54
shares
|
$1,190
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
53
shares
|
$1,168
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$1,102
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$1,102
0.0% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
40
shares
|
$881
0.0% of portfolio
|
Q2 2021
Added 35.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
38
shares
|
$837
0.0% of portfolio
|
Q1 2025
Reduced 58.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
36
shares
|
$793
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
33
shares
|
$727
0.0% of portfolio
|
Q1 2025
Reduced 81.97%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
33
shares
|
$727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
32
shares
|
$705
0.0% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30
shares
|
$661
0.0% of portfolio
|
Q1 2021
New holding
|