HAL Institutional Ownership
Halliburton Company
1W: +6.0%
1M: +9.8%
3M: +14.2%
YTD: +20.9%
1Y: +35.0%
3Y: -10.7%
5Y: +48.4%
$35.62
+0.18 (+0.51%)
Weekly Expected Move ±4.4%
$32
$33
$35
$36
$38
Credit Risk of going bust: lower than 70% of companies Debt: 21.6% of company value Bonds: $121.7M held by 149 funds, 96 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.59 (down 98%), Halliburton Company would be worth roughly what it owes.
Total debt $8.20B against a stock market value of $29.68B.
Distance to default 7.58 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $3.63B (short-term plus half of long-term), stock volatility 32.6%; Altman Z 3.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.59 (down 98%), Halliburton Company would be worth roughly what it owes.
Total debt $8.20B against a stock market value of $29.68B.
Distance to default 7.58 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $3.63B (short-term plus half of long-term), stock volatility 32.6%; Altman Z 3.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HAL
1,344
Institutional Holders
+49 vs prior quarter
0.0%
Ownership
+0.00pp
$25B
Total Invested
151
New Positions
493
Increased
512
Reduced
129
Closed
0.95
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1413 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 82,837,333 | $3.0B | -615,647 | -0.7% | 8Q | SEC ↗ |
| 2 | STATE STREET CORP | 56,870,444 | $2.0B | +2,463,137 | +4.5% | 46Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 51,872,053 | $1.8B | +139,852 | +0.3% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 40,080,854 | $1.4B | +793,681 | +2.0% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 22,485,453 | $801M | -314,870 | -1.4% | 92Q | SEC ↗ |
| 6 | MORGAN STANLEY | 16,656,929 | $593M | -601,985 | -3.5% | 60Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 11,869,743 | $423M | +4,799,264 | +67.9% | 64Q | SEC ↗ |
| 8 | Qube Research & Technologies Ltd NEW | 11,127,397 | $396M | — | +0.0% | 1Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 10,620,902 | $378M | +1,533,540 | +16.9% | 15Q | SEC ↗ |
| 10 | CITIGROUP INC | 10,498,175 | $374M | +1,083,761 | +11.5% | 110Q | SEC ↗ |
| 11 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10,189,728 | $363M | -666,815 | -6.1% | 19Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 10,177,404 | $363M | +674,416 | +7.1% | 102Q | SEC ↗ |
| 13 | FMR LLC | 10,135,399 | $361M | +4,885,263 | +93.1% | 110Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 9,940,689 | $354M | +3,931,704 | +65.4% | 76Q | SEC ↗ |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 9,680,712 | $345M | +8,770,682 | +963.8% | 43Q | SEC ↗ |
| 16 | Invesco Ltd. | 9,228,738 | $329M | -1,019,641 | -9.9% | 87Q | SEC ↗ |
| 17 | Capital Research Global Investors | 8,651,999 | $308M | -47,687,127 | -84.6% | 6Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 8,421,121 | $300M | -312,324 | -3.6% | 110Q | SEC ↗ |
| 19 | LSV ASSET MANAGEMENT | 7,705,970 | $274M | +1,249,144 | +19.3% | 16Q | SEC ↗ |
| 20 | Capital World Investors | 7,567,045 | $270M | +23,299 | +0.3% | 24Q | SEC ↗ |
| 21 | DZ BANK AG Deutsche Zentral Genossensc | 7,209,192 | $257M | +7,194,324 | +48388.0% | 39Q | SEC ↗ |
| 22 | Amundi | 6,640,746 | $237M | +7,515 | +0.1% | 21Q | SEC ↗ |
| 23 | NORGES BANK NEW | 6,597,352 | $235M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 6,468,842 | $230M | +1,772,347 | +37.7% | 67Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 6,260,966 | $223M | -88,586 | -1.4% | 15Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 6,260,966 | $223M | — | +0.0% | 1Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 6,164,070 | $220M | +4,082,315 | +196.1% | 6Q | SEC ↗ |
| 28 | Canoe Financial LP | 5,789,518 | $206M | +1,723,741 | +42.4% | 2Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 5,786,273 | $206M | +378,185 | +7.0% | 15Q | SEC ↗ |
| 30 | Caisse de depot et placement du Quebec | 5,734,170 | $204M | +364,921 | +6.8% | 9Q | SEC ↗ |
| 31 | UBS Group AG | 5,367,774 | $191M | +1,292,571 | +31.7% | 47Q | SEC ↗ |
| 32 | UBS AM, a distinct business unit of UB | 5,176,295 | $184M | +286,795 | +5.9% | 63Q | SEC ↗ |
| 33 | BRANDES INVESTMENT PARTNERS, LP | 4,979,851 | $177M | -1,311,493 | -20.8% | 30Q | SEC ↗ |
| 34 | Thrivent Financial for Lutherans | 4,840,212 | $172M | +50,250 | +1.0% | 25Q | SEC ↗ |
| 35 | Legal & General Group Plc | 4,729,413 | $168M | -619,357 | -11.6% | 27Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 4,624,138 | $165M | -25,258 | -0.5% | 2Q | SEC ↗ |
| 37 | VAN ECK ASSOCIATES CORP | 4,588,866 | $163M | -1,755,845 | -27.7% | 15Q | SEC ↗ |
| 38 | Nuveen, LLC | 4,283,060 | $153M | +640,117 | +17.6% | 6Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 4,267,244 | $152M | +2,322,260 | +119.4% | 82Q | SEC ↗ |
| 40 | Point72 Asset Management, L.P. | 4,224,554 | $150M | +3,374,869 | +397.2% | 3Q | SEC ↗ |
| 41 | NEUBERGER BERMAN GROUP LLC | 3,979,398 | $142M | +389,347 | +10.8% | 69Q | SEC ↗ |
| 42 | PZENA INVESTMENT MANAGEMENT LLC | 3,925,702 | $140M | -141,339 | -3.5% | 42Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 3,815,669 | $136M | +1,035,840 | +37.3% | 103Q | SEC ↗ |
| 44 | Robeco Institutional Asset Management | 3,701,043 | $132M | +563,636 | +18.0% | 76Q | SEC ↗ |
| 45 | SCHRODER INVESTMENT MANAGEMENT GROUP | 3,667,657 | $131M | -1,180,733 | -24.4% | 89Q | SEC ↗ |
| 46 | AMERICAN CENTURY COMPANIES INC | 3,600,203 | $128M | +770,055 | +27.2% | 15Q | SEC ↗ |
| 47 | Clark Capital Management Group, Inc. | 3,407,833 | $121M | +381,717 | +12.6% | 2Q | SEC ↗ |
| 48 | Sourcerock Group LLC | 3,283,008 | $117M | +805,880 | +32.5% | 7Q | SEC ↗ |
| 49 | ACADIAN ASSET MANAGEMENT LLC | 3,124,610 | $111M | +379,520 | +13.8% | 3Q | SEC ↗ |
| 50 | PFA Pension, Forsikringsaktieselskab | 3,076,122 | $110M | -331,981 | -9.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 11,127,397 | $396M |
| NORGES BANK | 6,597,352 | $235M |
| Sixth Street Partners Management Co | 6,260,966 | $223M |
| Merewether Investment Management, L | 2,668,794 | $95M |
| Castle Hook Partners LP | 2,083,787 | $74M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,835,289 | $65M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 1,549,070 | $55M |
| Polar Capital Holdings Plc | 1,303,572 | $46M |
| Greenhouse Funds LLLP | 1,100,287 | $39M |
| SPX Gestao de Recursos Ltda | 876,300 | $31M |
| Ninety One UK Ltd | 673,932 | $24M |
| RENAISSANCE TECHNOLOGIES LLC | 616,095 | $22M |
| JENNISON ASSOCIATES LLC | 454,552 | $16M |
| BLI - Banque de Luxembourg Investme | 333,800 | $12M |
| Capital Innovations LLC | 318,002 | $11M |
| DISCOVERY CAPITAL MANAGEMENT, LLC / | 304,700 | $11M |
| Nykredit A/S | 299,318 | $11M |
| CI INVESTMENTS INC. | 149,245 | $5M |
| Longaeva Partners L.P. | 147,493 | $5M |
| Alphadyne Asset Management LP | 136,791 | $5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Zurich Insurance Group Ltd/FI | 1,017,253 | $36M |
| ARGA Investment Management, LP | 890,033 | $32M |
| Senator Investment Group LP | 846,693 | $30M |
| Ceredex Value Advisors LLC | 674,238 | $24M |
| Yaupon Capital Management LP | 668,506 | $24M |
| JUPITER ASSET MANAGEMENT LTD | 468,756 | $17M |
| STEADFAST CAPITAL MANAGEMENT LP | 360,400 | $13M |
| SummitTX Capital, L.P. | 227,188 | $8M |
| Corigliano Investment Advisers, LLC | 225,000 | $8M |
| Generali Powszechne Towarzystwo Eme | 220,000 | $8M |
| Quadrature Capital Ltd | 216,348 | $8M |
| Aquatic Capital Management LLC | 208,236 | $7M |
| Tairen Capital Ltd | 200,000 | $7M |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 158,366 | $6M |
| Jump Financial, LLC | 154,848 | $6M |
| Dakota Wealth Management | 153,118 | $5M |
| Jain Global LLC | 151,650 | $5M |
| SEB Asset Management AB | 147,554 | $5M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 136,881 | $5M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 136,853 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | +8,770,682 | +963.8% | 9,680,712 |
| DZ BANK AG Deutsche Zentral Genosse | +7,194,324 | +48388.0% | 7,209,192 |
| FMR LLC | +4,885,263 | +93.1% | 10,135,399 |
| AQR CAPITAL MANAGEMENT LLC | +4,799,264 | +67.9% | 11,869,743 |
| TWO SIGMA INVESTMENTS, LP | +4,082,315 | +196.1% | 6,164,070 |
| Bank of New York Mellon Corp | +3,931,704 | +65.4% | 9,940,689 |
| Point72 Asset Management, L.P. | +3,374,869 | +397.2% | 4,224,554 |
| STATE STREET CORP | +2,463,137 | +4.5% | 56,870,444 |
| ROYAL BANK OF CANADA | +2,322,260 | +119.4% | 4,267,244 |
| PRUDENTIAL FINANCIAL INC | +1,977,850 | +490.6% | 2,381,036 |
| CITADEL ADVISORS LLC | +1,772,347 | +37.7% | 6,468,842 |
| Canoe Financial LP | +1,723,741 | +42.4% | 5,789,518 |
| Bridgewater Associates, LP | +1,561,587 | +5441.4% | 1,590,285 |
| GOLDMAN SACHS GROUP INC | +1,533,540 | +16.9% | 10,620,902 |
| UBS Group AG | +1,292,571 | +31.7% | 5,367,774 |
| LSV ASSET MANAGEMENT | +1,249,144 | +19.3% | 7,705,970 |
| CITIGROUP INC | +1,083,761 | +11.5% | 10,498,175 |
| JPMORGAN CHASE & CO | +1,035,840 | +37.3% | 3,815,669 |
| CAPITAL FUND MANAGEMENT S.A. | +992,075 | +375.7% | 1,256,116 |
| Trexquant Investment LP | +848,709 | +3693.9% | 871,685 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -47,687,127 | -84.6% | 8,651,999 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -3,861,030 | -92.7% | 302,229 |
| MARSHALL WACE, LLP | -3,301,745 | -72.6% | 1,243,046 |
| DANSKE BANK A/S | -3,215,324 | -98.4% | 51,499 |
| Pacer Advisors, Inc. | -2,988,720 | -97.9% | 63,463 |
| HRT FINANCIAL LP | -2,586,551 | -95.9% | 109,262 |
| JANE STREET GROUP, LLC | -2,307,353 | -75.6% | 745,619 |
| Assenagon Asset Management S.A. | -2,097,596 | -90.2% | 226,637 |
| MILLENNIUM MANAGEMENT LLC | -1,777,640 | -57.5% | 1,316,295 |
| VAN ECK ASSOCIATES CORP | -1,755,845 | -27.7% | 4,588,866 |
| DEUTSCHE BANK AG | -1,681,367 | -35.5% | 3,049,011 |
| Holocene Advisors, LP | -1,567,765 | -39.1% | 2,440,291 |
| BRANDES INVESTMENT PARTNERS, LP | -1,311,493 | -20.8% | 4,979,851 |
| Ensign Peak Advisors, Inc | -1,288,070 | -86.4% | 202,676 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -1,180,733 | -24.4% | 3,667,657 |
| NEW YORK STATE COMMON RETIREMENT FU | -1,161,363 | -73.7% | 413,800 |
| Invesco Ltd. | -1,019,641 | -9.9% | 9,228,738 |
| SIR Capital Management, L.P. | -731,200 | -76.1% | 230,200 |
| FIRST TRUST ADVISORS LP | -683,497 | -54.1% | 580,101 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -666,815 | -6.1% | 10,189,728 |