HALLIBURTON CO (HAL) Institutional Ownership Changes & 13F Activity

HALLIBURTON CO (HAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Marshall Wace, Llp, Bank Of America Corp, Amundi, and Mirae Asset Global Investments Co., Ltd..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-5,329-5.7%87,630$3.42MQ1 2026Sep 28, 2026
M&T Bank CorpBuy+49,502+143.3%84,037$3.28MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+45+34.4%176$6.86KQ1 2026Aug 28, 2026
Dakota Wealth ManagementBuy+153,118—153,118$5.97MQ1 2026Aug 26, 2026
Ensign Peak Advisors, IncSell-28,982-1.9%1,490,746$58.12MQ1 2026Aug 18, 2026
Mirae Asset Global Investments Co., Ltd.Sell-742,106-81.6%167,235$6.52MQ1 2026Aug 12, 2026
Militia Capital Management LlcBuy+23,200—23,200$904.57KQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+49,914—49,914$1.95MQ1 2026Aug 07, 2026
Bfi Infinity Ltd.Buy+115,972—115,972$4.52MQ1 2026Jul 24, 2026
Robinswood Financial LlcBuy+3,200—3,200$124.77KQ1 2026Jul 13, 2026
Wells Fargo & Company/MnBuy+191,838+7.7%2,695,208$105.09MQ1 2026Jul 08, 2026
Kensington Investment Counsel, LlcBuy+82,440—82,440$3.21MQ1 2026May 19, 2026
Kentucky Retirement SystemsBuy+16,207+30.1%70,031$3.55MQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcBuy+7,448—7,448$290.39KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+1,130—1,130$44.08KQ1 2026May 19, 2026
Mcilrath & Eck, LlcSell-154-7.2%1,982$77.28KQ1 2026May 19, 2026
Cim Investment Management IncSell-40-0.5%8,243$321.39KQ1 2026May 19, 2026
Bank Of America CorpSell-3,839,227-41.5%5,408,088$210.86MQ1 2026May 18, 2026
AmundiBuy+1,457,773+28.2%6,633,231$258.63MQ1 2026May 18, 2026
Edgestream Partners, L.P.Buy+149,735—149,735$5.84MQ1 2026May 18, 2026
South Dakota Investment CouncilSell-138,068-20.1%548,909$21.40MQ1 2026May 18, 2026
California State Teachers Retirement SystemSell-59,568-2.1%2,772,941$108.12MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+44,092+102.2%87,239$3.40MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-33,285-34.3%63,685$2.34MQ1 2026May 18, 2026
Opal Capital LlcBuy+31,956—31,956$1.25MQ1 2026May 18, 2026
Bull Harbor Capital LlcBuy+19,726—19,726$769.12KQ1 2026May 18, 2026
Empire Financial Management Company, LlcBuy+2,101+2.7%80,705$3.15MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+1+0.1%1,369$53.37KQ1 2026May 18, 2026
Charles Schwab Investment Management IncSell-24,747,612-79.6%6,349,552$247.57MQ1 2026May 15, 2026
Marshall Wace, LlpBuy+4,536,041+51840.5%4,544,791$177.20MQ1 2026May 15, 2026
Showing 30 of 1,078

Frequently asked questions about HAL activity

  • Which institutional owners are buying HAL?

    Institutional owners buying HAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HAL activity?

    "Buy" means an investor increased their reported position in HAL compared to the prior reporting period. This reflects growing exposure to HALLIBURTON CO (HAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HAL increasing?

    Institutional interest in HAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.