Halliburton Co (HAL) shareholders
HALNYSEOil & Gas Field Services, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 23, 2026Score 15/305% below fair value
$32.93+1.07 (+3.36%)
Close on Nov 11, 2026Market cap $27.24BP/E 13.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.9%
735M of 827M shares
Institutional holders
1,201
147 new, 127 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $42.80M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 70,125,502 | 8.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 60,093,735 | 7.17% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 44,667,027 | 5.36% | 13G (passive) | Sep 30, 2026 |
| State Street Corporation | – | 6.16% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HAL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 82,837,333 | 10.02% | $2.81B | −615,647 | 0.04% |
| State Street Corp | 56,870,444 | 6.88% | $1.93B | +2,463,137 | 0.06% |
| Vanguard Capital Management LLC | 51,872,053 | 6.27% | $1.76B | +139,852 | 0.04% |
| Vanguard Portfolio Management LLC | 40,080,854 | 4.85% | $1.36B | +793,681 | 0.06% |
| Geode Capital Management, LLC | 22,485,453 | 2.72% | $760.36M | −314,870 | 0.04% |
| Morgan Stanley | 16,656,929 | 2.01% | $565.50M | −601,985 | 0.03% |
| Aqr Capital Management LLC | 11,869,743 | 1.44% | $402.98M | +4,799,264 | 0.14% |
| Qube Research & Technologies Ltd | 11,127,397 | 1.35% | $377.78M | New | 0.35% |
| Goldman Sachs Group Inc | 10,620,902 | 1.28% | $360.58M | +1,533,540 | 0.03% |
| Citigroup Inc | 10,498,175 | 1.27% | $356.41M | +1,083,761 | 0.12% |
| Barrow Hanley Mewhinney & Strauss LLC | 10,189,728 | 1.23% | $345.94M | −666,815 | 1.05% |
| Dimensional Fund Advisors LP | 10,177,404 | 1.23% | $345.53M | +674,416 | 0.06% |
| FMR LLC | 10,135,399 | 1.23% | $344.10M | +4,885,263 | 0.01% |
| Bank of New York Mellon Corp | 9,940,689 | 1.20% | $337.49M | +3,931,704 | 0.06% |
| Victory Capital Management Inc | 9,680,712 | 1.17% | $328.66M | +8,770,682 | 0.18% |
| Invesco Ltd. | 9,228,738 | 1.12% | $313.32M | −1,019,641 | 0.02% |
| Capital Research Global Investors | 8,651,999 | 1.05% | $293.74M | −47,687,127 | 0.04% |
| Northern Trust Corp | 8,421,121 | 1.02% | $285.90M | −312,324 | 0.03% |
| Lsv Asset Management | 7,705,970 | 0.93% | $261.62M | +1,249,144 | 0.47% |
| Capital World Investors | 7,567,045 | 0.91% | $256.90M | +23,299 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,201 | 735M | 88.9% | 147 / 493 | 379 / 127 | 118M | 105M |
| Q1 2026 | 1,201 | 723M | 87.4% | 286 / 458 | 283 / 83 | 221M | 128M |
| Q4 2025 | 1,013 | 732M | 88.5% | 200 / 356 | 309 / 91 | 80M | 95M |
| Q3 2025 | 919 | 748M | 90.4% | 139 / 311 | 321 / 109 | 90M | 85M |
| Q2 2025 | 902 | 743M | 89.8% | 89 / 383 | 288 / 131 | 115M | 92M |
| Q1 2025 | 955 | 721M | 87.1% | 110 / 359 | 346 / 93 | 95M | 108M |
| Q4 2024 | 956 | 737M | 89.1% | 144 / 308 | 368 / 98 | 55M | 61M |
| Q3 2024 | 927 | 747M | 90.3% | 94 / 360 | 332 / 138 | 135M | 96M |
| Q2 2024 | 978 | 782M | 94.5% | 102 / 420 | 300 / 109 | 57M | 72M |
| Q1 2024 | 990 | 799M | 96.6% | 93 / 383 | 351 / 94 | 65M | 40M |
| Q4 2023 | 1,003 | 774M | 93.6% | 150 / 353 | 351 / 92 | 54M | 36M |
| Q3 2023 | 958 | 757M | 91.5% | 127 / 312 | 363 / 72 | 64M | 55M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
766 funds held HAL in Q2 2026, 60% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HAL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 23,867,618 | 2.89% | $810.31M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 21,648,650 | 2.62% | $734.97M | 0.04% | Jun 30, 2026 |
| State Street(R) Energy Select Sector SPDR(R) ETF | 17,908,473 | 2.17% | $607.99M | 1.70% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 16,289,540 | 1.97% | $553.03M | 0.25% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 11,491,724 | 1.39% | $390.14M | 0.04% | Jun 30, 2026 |
| Growth Fund of America | 10,765,398 | 1.30% | $418.24M | 0.12% | May 31, 2026 |
| Fidelity 500 Index Fund | 10,718,138 | 1.30% | $416.40M | 0.05% | May 31, 2026 |
| Vanguard Value Index Fund | 7,148,913 | 0.86% | $242.71M | 0.10% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 6,924,829 | 0.84% | $223.33M | 0.10% | Jul 31, 2026 |
| Victory Sycamore Established Value Fund | 6,015,000 | 0.73% | $204.21M | 1.32% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 4,829,065 | 0.58% | $163.95M | 0.44% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 4,690,103 | 0.57% | $151.26M | 0.16% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 4,537,630 | 0.55% | $154.05M | 0.04% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 4,259,132 | 0.51% | $165.47M | 1.40% | May 31, 2026 |
| WisdomTree U.S. Quality Dividend Growth Fund | 4,113,742 | 0.50% | $139.66M | 0.84% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey Shannon Slocum | Director, EVP and COO | 118,730 | 0.01% | Aug 20, 2026 |
| Jeffrey Allen Miller | Director, President & CEO | 889,389 | 0.11% | Aug 19, 2026 |
| Michael Casey Maxwell | President - Western Hemisphere | 86,358 | 0.01% | Nov 2, 2026 |
| Eric Carre | EVP & Chief Financial Officer | 124,105 | 0.02% | Sep 1, 2026 |
| Van H. Beckwith | EVP, Secretary and CLO | 146,186 | 0.02% | May 18, 2026 |
| Timothy McKeon | Senior VP and Treasurer | 72,976 | 0.01% | May 1, 2026 |
| Jill D. Sharp | SVP Internal Assurance Svcs. | 52,795 | 0.01% | Mar 6, 2026 |
| Rami Yassine | President - Eastern Hemisphere | 162,062 | 0.02% | Mar 6, 2026 |
| Lawrence J. Pope | EVP and Chief Admin Officer | 433,255 | 0.05% | Mar 6, 2026 |
| Mark Richard | President - Western Hemisphere | 480,692 | 0.06% | Jan 9, 2026 |
| Stephanie Spoelker Holzhauser | SVP & Chief Accounting Officer | 68,974 | 0.01% | Jan 9, 2026 |
| Charles Geer Jr. | SVP & Chief Accounting Officer | 110,416 | 0.01% | Mar 7, 2025 |
| Myrtle L. Jones | Senior Vice Pres - Tax | 37,064 | 0.00% | Dec 10, 2024 |
| David Christopher Hernandez | Director | – | – | Oct 26, 2026 |
| Maurice S. Smith | Director | – | – | Sep 30, 2026 |
| Tobi M. Young | Director | 15,750 | 0.00% | May 1, 2026 |
| Margaret Katherine Banks | Director | 14,043 | 0.00% | Jan 27, 2026 |
| William E. Albrecht | Director | 16,000 | 0.00% | Dec 9, 2025 |
| Timothy A. Leach | Director | – | – | Dec 9, 2025 |
| Alan M. Bennett | Director | 27,236 | 0.00% | Dec 9, 2025 |
| Janet L. Weiss | Director | 20,335 | 0.00% | Dec 9, 2025 |
| Murry Gerber | Director | 580,689 | 0.07% | Dec 9, 2025 |
| Robert A. Malone | Director | 87,496 | 0.01% | Dec 9, 2025 |
| Khayyal Abdulaziz Fahd Al | Director | – | – | Dec 9, 2025 |
| Earl M. Cummings | Director | 16,057 | 0.00% | Dec 9, 2025 |
| Bhavesh V. Patel | Director | 10,000 | 0.00% | Dec 6, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Casey Maxwell President - Western Hemisphere | Oct 30, 2026 | Tax withholding | −7,551 | $35.90 | $271.08K | 86,358 |
| Eric Carre EVP & Chief Financial Officer | Aug 31, 2026 | Sale(10b5-1 plan) | −24,777 | $37.50 | $929.14K | 124,105 |
| Jeffrey Shannon Slocum Director, EVP and COO | Aug 19, 2026 | Sale(10b5-1 plan) | −52,572 | $35.09 | $1.84M | 118,730 |
| Jeffrey Allen Miller Director, President & CEO | Aug 18, 2026 | Sale(10b5-1 plan) | −124,483 | $35.00 | $4.36M | 889,389 |
| Jeffrey Shannon Slocum Director, EVP and COO | Aug 18, 2026 | Sale(10b5-1 plan) | −16,121 | $35.08 | $565.52K | 171,302 |
| Eric Carre EVP & Chief Financial Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −24,778 | $35.89 | $889.28K | 148,520 |
| Van H. Beckwith EVP, Secretary and CLO | May 15, 2026 | Sale(10b5-1 plan) | −198,349 | $41.29 | $8.19M | 146,186 |
| Michael Casey Maxwell President - Western Hemisphere | May 5, 2026 | Sale(10b5-1 plan) | −13,566 | $41.84 | $567.60K | 100,545 |
| Michael Casey Maxwell President - Western Hemisphere | May 5, 2026 | Sale(10b5-1 plan) | −6,782 | $42.00 | $284.84K | 93,763 |
| Timothy McKeon Senior VP and Treasurer | Apr 30, 2026 | Sale(10b5-1 plan) | −8,655 | $42.00 | $363.51K | 72,976 |
| Tobi M. Young Director | Apr 30, 2026 | Sale | −5,625 | $41.72 | $234.68K | 15,750 |
| Tobi M. Young Director | Apr 30, 2026 | Sale | −500 | $41.73 | $20.87K | 15,250 |
| Jeffrey Allen Miller Director, President & CEO | Mar 27, 2026 | Sale(10b5-1 plan) | −158,455 | $40.00 | $6.34M | 1,013,027 |
| Van H. Beckwith EVP, Secretary and CLO | Mar 16, 2026 | Sale(10b5-1 plan) | −19,618 | $33.82 | $663.48K | 344,535 |
| Jeffrey Shannon Slocum Director, EVP and COO | Mar 16, 2026 | Sale(10b5-1 plan) | −5,441 | $33.82 | $184.01K | 187,423 |
| Timothy McKeon Senior VP and Treasurer | Mar 6, 2026 | Sale(10b5-1 plan) | −3,846 | $34.37 | $132.19K | 81,631 |
| Jill D. Sharp SVP Internal Assurance Svcs. | Mar 5, 2026 | Tax withholding | −1,239 | $36.00 | $44.60K | 52,795 |
| Timothy McKeon Senior VP and Treasurer | Mar 5, 2026 | Tax withholding | −1,239 | $36.00 | $44.60K | 85,477 |
| Jeffrey Shannon Slocum Director, EVP and COO | Mar 5, 2026 | Tax withholding | −3,404 | $36.00 | $122.54K | 192,864 |
| Van H. Beckwith EVP, Secretary and CLO | Mar 5, 2026 | Tax withholding | −12,729 | $36.00 | $458.24K | 364,153 |
| Lawrence J. Pope EVP and Chief Admin Officer | Mar 5, 2026 | Tax withholding | −12,729 | $36.00 | $458.24K | 433,255 |
| Rami Yassine President - Eastern Hemisphere | Mar 5, 2026 | Tax withholding | −1,407 | $36.00 | $50.65K | 162,062 |
| Jeffrey Allen Miller Director, President & CEO | Mar 5, 2026 | Tax withholding | −45,572 | $36.00 | $1.64M | 1,171,482 |
| Eric Carre EVP & Chief Financial Officer | Mar 5, 2026 | Tax withholding | −12,729 | $36.00 | $458.24K | 173,055 |
| Rami Yassine President - Eastern Hemisphere | Feb 27, 2026 | Award | +5,897 | $36.00 | $212.29K | 163,469 |
| Timothy McKeon Senior VP and Treasurer | Feb 27, 2026 | Award | +5,085 | $36.00 | $183.06K | 86,716 |
| Jeffrey Shannon Slocum Director, EVP and COO | Feb 27, 2026 | Award | +8,845 | $36.00 | $318.42K | 196,268 |
| Van H. Beckwith EVP, Secretary and CLO | Feb 27, 2026 | Award | +32,347 | $36.00 | $1.16M | 376,882 |
| Eric Carre EVP & Chief Financial Officer | Feb 27, 2026 | Award | +32,347 | $36.00 | $1.16M | 185,784 |
| Jill D. Sharp SVP Internal Assurance Svcs. | Feb 27, 2026 | Award | +5,085 | $36.00 | $183.06K | 54,034 |
| Jeffrey Allen Miller Director, President & CEO | Feb 27, 2026 | Award | +115,811 | $36.00 | $4.17M | 1,217,054 |
| Lawrence J. Pope EVP and Chief Admin Officer | Feb 27, 2026 | Award | +32,347 | $36.00 | $1.16M | 445,984 |
| Margaret Katherine Banks Director | Jan 26, 2026 | Sale | −2,600 | $34.18 | $88.87K | 14,043 |
| Jeffrey Allen Miller Director, President & CEO | Jan 23, 2026 | Sale(10b5-1 plan) | −171,200 | $34.96 | $5.99M | 1,101,243 |
| Jeffrey Allen Miller Director, President & CEO | Jan 23, 2026 | Option exercise | +171,200 | $31.44 | $5.38M | 1,272,443 |
| Van H. Beckwith EVP, Secretary and CLO | Jan 23, 2026 | Sale(10b5-1 plan) | −54,348 | $34.96 | $1.90M | 344,535 |
| Van H. Beckwith EVP, Secretary and CLO | Jan 23, 2026 | Option exercise | +54,348 | $23.57 | $1.28M | 398,883 |
| Jeffrey Shannon Slocum Director, EVP and COO | Jan 9, 2026 | Sale(10b5-1 plan) | −23,895 | $32.30 | $771.81K | 187,423 |
| Van H. Beckwith EVP, Secretary and CLO | Jan 9, 2026 | Sale(10b5-1 plan) | −17,798 | $32.30 | $574.88K | 344,535 |
| Jeffrey Shannon Slocum Director, EVP and COO | Jan 8, 2026 | Tax withholding | −7,912 | $29.60 | $234.20K | 211,318 |
| Rami Yassine President - Eastern Hemisphere | Jan 8, 2026 | Tax withholding | −3,687 | $29.60 | $109.14K | 157,572 |
| Van H. Beckwith EVP, Secretary and CLO | Jan 8, 2026 | Tax withholding | −6,163 | $29.60 | $182.42K | 362,333 |
| Eric Carre EVP & Chief Financial Officer | Jan 8, 2026 | Tax withholding | −6,283 | $29.60 | $185.98K | 153,437 |
| Lawrence J. Pope EVP and Chief Admin Officer | Jan 8, 2026 | Tax withholding | −6,163 | $29.60 | $182.42K | 413,637 |
| Jeffrey Allen Miller Director, President & CEO | Jan 8, 2026 | Tax withholding | −29,847 | $29.60 | $883.47K | 1,101,243 |
| Mark Richard President - Western Hemisphere | Jan 8, 2026 | Tax withholding | −7,469 | $29.60 | $221.08K | 480,692 |
| Stephanie Spoelker Holzhauser SVP & Chief Accounting Officer | Jan 8, 2026 | Tax withholding | −4,336 | $29.60 | $128.35K | 68,974 |
| Jill D. Sharp SVP Internal Assurance Svcs. | Jan 8, 2026 | Tax withholding | −2,789 | $29.60 | $82.55K | 48,949 |
| Timothy McKeon Senior VP and Treasurer | Jan 8, 2026 | Tax withholding | −1,105 | $29.60 | $32.71K | 81,631 |
| Lawrence J. Pope EVP and Chief Admin Officer | Jan 5, 2026 | Sale(10b5-1 plan) | −100,000 | $32.25 | $3.23M | 419,800 |
| Lawrence J. Pope EVP and Chief Admin Officer | Jan 2, 2026 | Award | +34,968 | $29.60 | $1.04M | 519,800 |
| Timothy McKeon Senior VP and Treasurer | Jan 2, 2026 | Award | +5,610 | $29.60 | $166.06K | 82,736 |
| Eric Carre EVP & Chief Financial Officer | Jan 2, 2026 | Award | +37,548 | $29.60 | $1.11M | 159,720 |
| Jeffrey Shannon Slocum Directir, EVP and COO, Director | Jan 2, 2026 | Award | +56,178 | $29.60 | $1.66M | 219,230 |
| Mark Richard President - Western Hemisphere | Jan 2, 2026 | Award | +41,156 | $29.60 | $1.22M | 488,161 |
| Rami Yassine President - Eastern Hemisphere | Jan 2, 2026 | Option exercise | +3,552 | $29.60 | $105.14K | 70,991 |
| Rami Yassine President - Eastern Hemisphere | Jan 2, 2026 | Award | +41,156 | $29.60 | $1.22M | 67,439 |
| Jill D. Sharp SVP Internal Assurance Svcs. | Jan 2, 2026 | Award | +5,610 | $29.60 | $166.06K | 51,738 |
| Jeffrey Allen Miller Director, President & CEO | Jan 2, 2026 | Award | +133,458 | $29.60 | $3.95M | 1,131,090 |
| Stephanie Spoelker Holzhauser SVP & Chief Accounting Officer | Jan 2, 2026 | Award | +5,610 | $29.60 | $166.06K | 73,310 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.98%
33M shares short
Days to cover
2.8
At 12M shares a day
Change since last report
-1.0%
From 33M shares
Short volume, 20 days
50.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Halliburton's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,958 shares on Sep 29, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eric Carre Officer | Aug 31, 2026 | 24,777 | $929.14K | Aug 31, 2026 | Restricted Stock Vesting |
| Jeffrey Shannon Slocum Officer, Director | Aug 19, 2026 | 52,572 | $1.84M | Aug 19, 2026 | ESPP Purchase |
| Jeffrey Allen Miller Officer, Director | Aug 18, 2026 | 124,483 | $4.36M | Aug 18, 2026 | Restricted Stock Vesting |
| Jeffrey Shannon Slocum Officer, Director | Aug 18, 2026 | 16,121 | $565.58K | Aug 18, 2026 | Restricted Stock Vesting |
| Eric Carre Officer | Jun 18, 2026 | 24,778 | $889.28K | Jun 18, 2026 | Dividend Reinvestment |
| Alan M. Bennett Former Director | May 26, 2026 | 25,236 | $1.04M | May 26, 2026 | Restricted Stock Vesting |
| Van H. Beckwith Officer | May 15, 2026 | 198,349 | $8.17M | May 15, 2026 | Restricted Stock Vesting |
| Michael Casey Maxwell Officer | May 5, 2026 | 20,348 | $852.45K | May 5, 2026 | Restricted Stock Vesting |
| Timothy McKeon Officer | Apr 30, 2026 | 8,655 | $363.51K | Apr 30, 2026 | Restricted Stock Vesting |
| Tobi M. Young Director | Apr 30, 2026 | 6,125 | $255.54K | Apr 30, 2026 | Restricted Stock Vesting |
| Jeffrey Allen Miller Officer, Director | Mar 27, 2026 | 158,455 | $6.34M | Mar 27, 2026 | Restricted Stock Vesting |
| Jeffrey Shannon Slocum Officer, Director | Mar 16, 2026 | 5,441 | $184.01K | Mar 16, 2026 | Restricted Stock Vesting |
| Van H. Beckwith Officer | Mar 16, 2026 | 19,618 | $663.48K | Mar 16, 2026 | Restricted Stock Vesting |
| Timothy McKeon Officer | Mar 6, 2026 | 3,846 | $132.19K | Mar 6, 2026 | Restricted Stock Vesting |
| Margaret Katherine Banks Director | Jan 26, 2026 | 2,600 | $88.86K | Jan 26, 2026 | Restricted Stock Vesting |
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