Stock

Halliburton Co

HAL · held by 27 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$717.6M

Holders

+1 new · −2 exited

Holders’ est. mark

$12.6M

Price effect on 11 books still in the name

Largest holder

$341M

MORGAN STANLEY

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	13.9M	$341M	—	Held
BANK OF AMERICA CORP /DE/	10.3M	$254.2M	—	Held
BARCLAYS PLC	1.94M	$47.7M	$8.18M	Cut−$2.41M
GROUPAMA ASSET MANAGMENT	1.62M	$39.8M	—	Held
PEAK6 LLC	436.3K	$10.7M	$1.22M	Added$4.85M
Swiss Life Asset Management Ltd	306.6K	$7.54M	$1.29M	Cut−$1.9M
Leonteq Securities AG	235.4K	$5.79M	$993.3K	Cut−$5.35M
Alberta Investment Management Corp	135.8K	$3.34M	—	New
OP Asset Management Ltd	97.3K	$2.39M	$387.1K	Added$523.2K
Sanctuary Advisors, LLC	54.6K	$1.34M	$220.7K	Added$277.4K
Alternative Investment Advisors, LLC.	54K	$1.33M	—	Held
Savant Capital, LLC	43.6K	$1.07M	$184K	Added$126.7K
Essential Partners LLC	27.1K	$666K	$114.2K	Added$106.1K
Allworth Financial LP	15.8K	$387.8K	—	Held
IFP Advisors, Inc	8.22K	$202.2K	—	Held
Boreal Capital Management LLC	775	$19.1K	—	Held
Medallion Wealth Advisors, LLC	560	$13.8K	$1.89K	Added$1.94K
Kilter Group LLC	533	$13.1K	—	Held
Principia Wealth Advisory, LLC	421	$10.4K	—	Held
Prestige Wealth Management Group LLC	337	$8.29K	$1.42K	Added$1.42K
MV CAPITAL MANAGEMENT, INC.	266	$6.54K	—	Held
Painted Porch Advisors LLC	200	$4.92K	—	Held
Clark Wealth Partners	129	$3.65K	$331	Added$2.79K
KBC Group NV	71.3K	$1.75K	—	Held
Cape Investment Advisory, Inc.	48	$1.18K	—	Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	38.9K	$956	—	Held
SIMA Wealth Partners, LLC	35	$861	—	Held

Who left

ONTARIO TEACHERS PENSION PLAN BOARD$989.9K
Aventura Private Wealth, LLC$183

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.

Halliburton Co

Holder count by quarter

Who holds it

Who left