Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HALLIBURTON CO · COM · quarter ended 2026-03-31 · 13 members disclosed HAL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 968 holders are listed, largest first: 968
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $25.0B
holders whose share count rose or who opened the position (new + add), by shares: 588
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 92

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of HAL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.3B	83,452,980	+4,737,808	ADD
2	Capital Research Global Investors	$2.2B	56,339,126	−53,881,845	TRIM
3	STATE STREET CORP	$2.1B	54,407,307	+3,581,546	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.0B	51,732,201	—	NO PRIOR
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	39,287,173	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$886M	22,800,323	+512,313	ADD
7	MORGAN STANLEY	$673M	17,258,914	+1,452,746	ADD
8	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$423M	10,856,543	+699,620	ADD
9	Invesco Ltd.	$400M	10,248,379	−114,240	TRIM
10	DIMENSIONAL FUND ADVISORS LP	$371M	9,502,988	+367,701	ADD
11	CITIGROUP INC	$367M	9,414,414	+8,239,026	ADD
12	NORTHERN TRUST CORP	$341M	8,733,445	+89,491	ADD
13	Capital World Investors	$294M	7,543,746	−5,443,377	TRIM
14	AQR CAPITAL MANAGEMENT LLC	$276M	7,070,479	+1,126,700	ADD
15	Amundi	$259M	6,633,231	+1,457,773	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$248M	6,349,552	−24,747,612	TRIM
17	BRANDES INVESTMENT PARTNERS, LP	$245M	6,291,344	−1,257,586	TRIM
18	Bank of New York Mellon Corp	$234M	6,008,985	−524,989	TRIM
19	BANK OF AMERICA CORP /DE/	$211M	5,408,088	−3,839,227	TRIM
20	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$209M	5,369,249	+1,461,866	ADD
21	Legal & General Group Plc	$209M	5,348,770	−21,508	TRIM
22	FMR LLC	$205M	5,250,136	+1,373,752	ADD
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$191M	4,889,500	−52,376	TRIM
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$189M	4,848,390	−480,106	TRIM
25	DEUTSCHE BANK AG\	$184M	4,730,378	+544,839	ADD
26	CITADEL ADVISORS LLC	$183M	4,696,495	+3,698,426	ADD
27	VANGUARD FIDUCIARY TRUST CO	$181M	4,649,396	—	NO PRIOR
28	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$162M	4,163,259	+4,129,988	ADD
29	UBS Group AG	$159M	4,075,203	+115,575	ADD
30	PZENA INVESTMENT MANAGEMENT LLC	$159M	4,067,041	−1,266,702	TRIM
31	Holocene Advisors, LP	$156M	4,008,056	+4,008,056	NEW
32	Nuveen, LLC	$142M	3,642,943	+1,002,280	ADD
33	PFA Pension, Forsikringsaktieselskab	$133M	3,408,103	+3,408,103	NEW
34	DANSKE BANK A/S	$127M	3,266,823	+1,460,878	ADD
35	Robeco Institutional Asset Management B.V.	$122M	3,137,407	+2,068,998	ADD
36	MILLENNIUM MANAGEMENT LLC	$121M	3,093,935	+2,992,932	ADD
37	JANE STREET GROUP, LLC	$119M	3,052,972	+2,927,504	ADD
38	Clark Capital Management Group, Inc.	$118M	3,026,116	+3,026,116	NEW
39	AMERICAN CENTURY COMPANIES INC	$110M	2,830,148	+781,196	ADD
40	Alyeska Investment Group, L.P.	$108M	2,766,805	+1,349,381	ADD
41	WELLS FARGO & COMPANY/MN	$105M	2,695,208	+191,838	ADD
42	Sourcerock Group LLC	$96.6M	2,477,128	−814,090	TRIM
43	Swiss National Bank	$96.3M	2,469,900	+133,500	ADD
44	BARCLAYS PLC	$91.1M	2,335,476	+566,486	ADD
45	Assenagon Asset Management S.A.	$90.6M	2,324,233	+2,166,703	ADD
46	BANK OF NOVA SCOTIA	$89.1M	2,284,612	+1,286,095	ADD
47	HSBC HOLDINGS PLC	$86.2M	2,197,608	−2,350,426	TRIM
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$85.3M	2,188,469	+337,213	ADD
49	GROUPAMA ASSET MANAGMENT	$83.3M	2,137,708	+195,777	ADD
50	Sumitomo Mitsui Trust Group, Inc.	$82.5M	2,116,057	−107,771	TRIM
51	TWO SIGMA INVESTMENTS, LP	$81.2M	2,081,755	+1,765,393	ADD
52	ROYAL BANK OF CANADA	$75.8M	1,944,984	−202,138	TRIM
53	Mitsubishi UFJ Asset Management Co., Ltd.	$75.4M	1,935,045	+168,078	ADD
54	National Pension Service	$74.4M	1,907,778	+1,907,778	NEW
55	AMERIPRISE FINANCIAL INC	$72.5M	1,858,143	+100,752	ADD
56	Vanguard Global Advisers, LLC	$71.7M	1,838,809	—	NO PRIOR
57	WELLINGTON MANAGEMENT GROUP LLP	$68.4M	1,755,290	+641,435	ADD
58	Boston Partners	$64.7M	1,659,692	−177,698	TRIM
59	VANGUARD ASSET MANAGEMENT, Ltd	$62.0M	1,590,755	—	NO PRIOR
60	NEW YORK STATE COMMON RETIREMENT FUND	$61.4M	1,575,163	+41,742	ADD
61	Ensign Peak Advisors, Inc	$58.1M	1,490,746	−28,982	TRIM
62	Squarepoint Ops LLC	$53.3M	1,367,583	+1,095,250	ADD
63	CREDIT AGRICOLE S A	$51.1M	1,311,850	+55,064	ADD
64	Connor, Clark & Lunn Investment Management Ltd.	$50.1M	1,284,293	+660,529	ADD
65	Perpetual Ltd	$49.6M	1,271,676	+177,572	ADD
66	FEDERATED HERMES, INC.	$49.5M	1,268,454	+1,168,080	ADD
67	FIRST TRUST ADVISORS LP	$49.3M	1,263,598	−44,133	TRIM
68	Telemark Asset Management, LLC	$46.8M	1,200,000	+1,200,000	NEW
69	Gotham Asset Management, LLC	$44.5M	1,141,929	+63,850	ADD
70	FRANKLIN RESOURCES INC	$42.8M	1,097,008	−5,839,370	TRIM
71	Zurich Insurance Group Ltd/FI	$39.7M	1,017,253	+1,017,253	NEW
72	BALYASNY ASSET MANAGEMENT L.P.	$39.4M	1,010,066	−1,408,454	TRIM
73	PRINCIPAL FINANCIAL GROUP INC	$39.2M	1,005,076	+48,973	ADD
74	Universal- Beteiligungs- und Servicegesellschaft mbH	$39.0M	1,001,416	+11,448	ADD
75	Discerene Group LP	$38.8M	993,920	−98,324	TRIM
76	GENDELL JEFFREY L	$38.1M	977,489	+56,389	ADD
77	SIR Capital Management, L.P.	$37.5M	961,400	+871,400	ADD
78	VICTORY CAPITAL MANAGEMENT INC	$35.5M	910,030	−157,924	TRIM
79	Quantinno Capital Management LP	$35.4M	907,536	+391,855	ADD
80	Mediolanum International Funds Ltd	$35.1M	893,827	−1,014,060	TRIM
81	Rokos Capital Management LLP	$34.7M	890,918	+890,918	NEW
82	RAYMOND JAMES FINANCIAL INC	$33.5M	859,022	−38,896	TRIM
83	Point72 Asset Management, L.P.	$33.1M	849,685	+737,385	ADD
84	ALLIANCEBERNSTEIN L.P.	$33.1M	1,170,123	+128,612	ADD
85	Senator Investment Group LP	$33.0M	846,693	+846,693	NEW
86	CANADA PENSION PLAN INVESTMENT BOARD	$32.8M	842,355	0	NO CHANGE
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	$32.4M	830,340	+711,630	ADD
88	Tredje AP-fonden	$32.3M	827,230	+680,172	ADD
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$31.9M	819,385	0	NO CHANGE
90	ENVESTNET ASSET MANAGEMENT INC	$31.8M	814,331	+521,609	ADD
91	BANK OF MONTREAL /CAN/	$31.3M	802,822	+31,645	ADD
92	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.8M	789,454	+75,254	ADD
93	LPL Financial LLC	$29.3M	750,946	+140,239	ADD
94	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.3M	750,575	+181,987	ADD
95	NOMURA ASSET MANAGEMENT CO LTD	$28.4M	727,487	+433,373	ADD
96	AVIVA PLC	$27.9M	715,978	+24,177	ADD
97	HighTower Advisors, LLC	$27.4M	703,384	−107,619	TRIM
98	BNP Paribas Asset Management Holding S.A.	$26.8M	688,297	−509,392	TRIM
99	ASR Vermogensbeheer N.V.	$26.7M	685,875	−42,919	TRIM
100	Man Group plc	$26.5M	679,148	+426,855	ADD
101	Ceredex Value Advisors LLC	$26.3M	674,238	+674,238	NEW
102	Allianz Asset Management GmbH	$25.6M	656,877	+629,469	ADD
103	SEI INVESTMENTS CO	$23.4M	601,359	+222,870	ADD
104	Carrhae Capital LLP	$23.3M	597,721	+597,721	NEW
105	Korea Investment CORP	$23.2M	595,350	−35,388	TRIM
106	ZACKS INVESTMENT MANAGEMENT	$22.6M	579,565	+579,565	NEW
107	EVENTIDE ASSET MANAGEMENT, LLC	$22.2M	568,546	+503,202	ADD
108	CLOUGH CAPITAL PARTNERS L P	$22.1M	566,429	+566,429	NEW
109	Energy Income Partners, LLC	$22.1M	565,683	−28,997	TRIM
110	Foster Victor Wealth Advisors, LLC	$21.9M	583,627	−49,359	TRIM
111	CIBC WORLD MARKET INC.	$21.4M	550,046	−289,196	TRIM
112	LAZARD ASSET MANAGEMENT LLC	$21.1M	539,899	+482,846	ADD
113	Weiss Asset Management LP	$21.0M	538,940	+538,940	NEW
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$20.9M	536,114	−968,158	TRIM
115	Aberdeen Group plc	$20.7M	532,166	+15,713	ADD
116	NORDEA INVESTMENT MANAGEMENT AB	$20.7M	517,030	−33,272	TRIM
117	Life Cycle Investment Partners Ltd	$20.6M	529,386	+529,386	NEW
118	KLCM Advisors, Inc.	$19.8M	507,360	−165,027	TRIM
119	PANAGORA ASSET MANAGEMENT INC	$19.6M	503,766	+123,122	ADD
120	ROYAL LONDON ASSET MANAGEMENT LTD	$19.6M	503,247	−1,572	TRIM
121	TUDOR INVESTMENT CORP ET AL	$19.4M	498,201	+498,201	NEW
122	STATE OF WISCONSIN INVESTMENT BOARD	$18.9M	485,993	+6,688	ADD
123	Corient Private Wealth LLC	$18.7M	481,740	+188,369	ADD
124	Creative Planning	$18.4M	472,363	+85,198	ADD
125	Tidal Investments LLC	$18.4M	470,052	+319,513	ADD
126	NATIONAL BANK OF CANADA /FI/	$18.3M	470,118	−202,374	TRIM
127	JUPITER ASSET MANAGEMENT LTD	$18.3M	468,756	+468,756	NEW
128	IEQ CAPITAL, LLC	$18.2M	466,937	−121,805	TRIM
129	M&G Plc	$18.0M	461,545	−63,775	TRIM
130	Mariner, LLC	$17.9M	459,776	+62,500	ADD
131	TD ASSET MANAGEMENT INC	$17.9M	459,757	+50,854	ADD
132	AGF MANAGEMENT LTD	$17.0M	435,984	−10,460	TRIM
133	PRUDENTIAL PLC	$16.2M	414,554	−7,101	TRIM
134	Chevy Chase Trust Holdings, LLC	$16.1M	412,613	−14,090	TRIM
135	Fisher Asset Management, LLC	$15.9M	408,103	+28,590	ADD
136	EDMOND DE ROTHSCHILD HOLDING S.A.	$15.9M	406,800	−8,000	TRIM
137	PRUDENTIAL FINANCIAL INC	$15.7M	403,186	−19,742	TRIM
138	Pictet Asset Management Holding SA	$15.7M	403,017	−8,754	TRIM
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$15.7M	402,064	+149,452	ADD
140	Freestone Grove Partners LP	$15.6M	398,979	+398,979	NEW
141	Vanguard Investments Australia, Ltd.	$15.3M	392,782	—	NO PRIOR
142	KLP KAPITALFORVALTNING AS	$15.1M	386,143	0	NO CHANGE
143	WEDGE CAPITAL MANAGEMENT L L P/NC	$14.6M	374,352	−25,581	TRIM
144	Asset Management One Co., Ltd.	$14.3M	367,356	+21,723	ADD
145	Zurcher Kantonalbank (Zurich Cantonalbank)	$14.2M	364,165	+364,165	NEW
146	D. E. Shaw & Co., Inc.	$14.1M	361,040	−1,022,380	TRIM
147	Ethic Inc.	$13.7M	350,303	−20,548	TRIM
148	Mitsubishi UFJ Trust & Banking Corp	$13.6M	349,441	−26,642	TRIM
149	ADAMS NATURAL RESOURCES FUND, INC.	$13.4M	344,853	+69,700	ADD
150	Guinness Asset Management LTD	$13.2M	339,027	+94,279	ADD
151	AustralianSuper Pty Ltd	$12.7M	325,919	−213,889	TRIM
152	Lansforsakringar Fondforvaltning AB (publ)	$12.1M	310,629	+39,453	ADD
153	Cetera Investment Advisers	$11.8M	303,860	+108,419	ADD
154	ADAMS DIVERSIFIED EQUITY FUND, INC.	$11.8M	303,500	+303,500	NEW
155	OSAIC HOLDINGS, INC.	$11.8M	301,410	−48,884	TRIM
156	Sienna Gestion	$11.7M	295,967	+32,566	ADD
157	CWM, LLC	$11.6M	296,617	+25,292	ADD
158	Private Advisory Group LLC	$11.4M	293,512	−181,461	TRIM
159	DJE Kapital AG	$11.4M	284,103	+284,103	NEW
160	State of New Jersey Common Pension Fund D	$11.2M	287,706	0	NO CHANGE
161	Lighthouse Investment Partners, LLC	$11.1M	283,904	+283,904	NEW
162	Sage Capital Advisors,llc	$10.8M	277,715	−207	TRIM
163	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.8M	276,922	−1,500	TRIM
164	Swiss Life Asset Management Ltd	$10.7M	273,262	−100,687	TRIM
165	Cerity Partners LLC	$10.6M	270,871	−98,454	TRIM
166	Calamos Advisors LLC	$10.5M	269,500	+242,800	ADD
167	Resona Asset Management Co.,Ltd.	$10.5M	268,861	+8,714	ADD
168	Focus Partners Wealth	$10.5M	268,783	+6,662	ADD
169	TORONTO DOMINION BANK	$10.3M	263,156	−19,568	TRIM
170	Aventail Capital Group, LP	$10.2M	262,398	−27,587	TRIM
171	PARK NATIONAL CORP /OH/	$9.9M	254,663	−11,251	TRIM
172	Grantham, Mayo, Van Otterloo & Co. LLC	$9.9M	253,231	+216,575	ADD
173	Pathstone Holdings, LLC	$9.8M	252,147	−3,750	TRIM
174	Gunderson Capital Management LLC	$9.8M	250,876	+250,876	NEW
175	STIFEL FINANCIAL CORP	$9.6M	246,135	+21,602	ADD
176	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.4M	273,327	+47,896	ADD
177	PUBLIC SECTOR PENSION INVESTMENT BOARD	$9.3M	238,208	+23,875	ADD
178	Cambria Investment Management, L.P.	$9.2M	236,468	−66,988	TRIM
179	VOYA INVESTMENT MANAGEMENT LLC	$9.0M	231,264	−7,333	TRIM
180	Arizona State Retirement System	$8.9M	228,689	−5,456	TRIM
181	Czech National Bank	$8.9M	228,103	+6,178	ADD
182	SummitTX Capital, L.P.	$8.9M	227,188	+96,497	ADD
183	Vanguard Personalized Indexing Management, LLC	$8.7M	224,270	+5,049	ADD
184	CIBC Asset Management Inc	$8.7M	222,192	+4,018	ADD
185	Vinva Investment Management Ltd	$8.7M	220,405	+220,405	NEW
186	LMR Partners LLP	$8.6M	220,724	−42,100	TRIM
187	Generali Powszechne Towarzystwo Emerytalne	$8.6M	220,000	0	NO CHANGE
188	QSM Asset Management Ltd	$8.5M	212,139	+212,139	NEW
189	L2 Asset Management, LLC	$8.5M	216,866	+61,886	ADD
190	Quadrature Capital Ltd	$8.4M	216,348	+216,348	NEW
191	Groupe la Francaise	$8.2M	210,000	+210,000	NEW
192	ExodusPoint Capital Management, LP	$8.1M	207,378	+207,378	NEW
193	USS Investment Management Ltd	$7.9M	203,693	0	NO CHANGE
194	Wealthfront Advisers LLC	$7.9M	202,478	+3,843	ADD
195	Capital International, Inc./CA/	$7.9M	202,332	+16,022	ADD
196	Tairen Capital Ltd	$7.8M	200,000	+200,000	NEW
197	Northwest & Ethical Investments L.P.	$7.8M	199,605	+199,605	NEW
198	FIFTH THIRD BANCORP	$7.8M	199,391	+148,132	ADD
199	Empowered Funds, LLC	$7.8M	199,264	+199,264	NEW
200	MetLife Investment Management, LLC	$7.6M	195,727	−5,991	TRIM
201	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.6M	195,101	−666	TRIM
202	B. Metzler seel. Sohn & Co. AG	$7.6M	195,021	+30,837	ADD
203	INTECH INVESTMENT MANAGEMENT LLC	$7.5M	192,993	+133,927	ADD
204	STOREBRAND ASSET MANAGEMENT AS	$7.5M	192,490	—	NO PRIOR
205	BLAIR WILLIAM & CO/IL	$7.5M	192,397	+91,713	ADD
206	U.S. Capital Wealth Advisors, LLC	$7.5M	192,138	+127,596	ADD
207	COMMONWEALTH EQUITY SERVICES, LLC	$7.4M	190,942	+38,884	ADD
208	DnB Asset Management AS	$7.4M	190,079	+14,612	ADD
209	Rockefeller Capital Management L.P.	$7.4M	189,336	−74,520	TRIM
210	CIBC Bancorp USA Inc.	$7.4M	188,479	—	NO PRIOR
211	READYSTATE ASSET MANAGEMENT LP	$7.3M	187,669	+187,669	NEW
212	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.3M	186,100	+186,100	NEW
213	Covalis Capital LLP	$7.2M	183,978	+183,978	NEW
214	IFM Investors Pty Ltd	$7.2M	183,799	−6,308	TRIM
215	MERCER GLOBAL ADVISORS INC /ADV	$7.1M	181,601	+38,912	ADD
216	Generali Asset Management SPA SGR	$7.0M	179,337	+10,835	ADD
217	Retirement Systems of Alabama	$6.9M	177,860	−1,184	TRIM
218	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.8M	174,351	−24,140	TRIM
219	Black Cypress Capital Management, LLC	$6.8M	173,543	−261,728	TRIM
220	ProShare Advisors LLC	$6.6M	169,911	−24,362	TRIM
221	Brevan Howard Capital Management LP	$6.6M	169,424	+125,036	ADD
222	Symmetry Investments LP	$6.6M	168,705	+168,705	NEW
223	Y-Intercept (Hong Kong) Ltd	$6.5M	167,893	+167,893	NEW
224	Mirae Asset Global Investments Co., Ltd.	$6.5M	167,235	−742,106	TRIM
225	MARTIN & CO INC /TN/	$6.4M	164,376	+862	ADD
226	Woodline Partners LP	$6.4M	164,209	+20,411	ADD
227	US BANCORP \DE\	$6.4M	164,111	+18,654	ADD
228	Rafferty Asset Management, LLC	$6.3M	162,159	−4,853	TRIM
229	XTX Topco Ltd	$6.3M	161,332	+161,332	NEW
230	Oceanic Investment Management LTD	$6.3M	160,545	+78,495	ADD
231	Eurizon Capital SGR S.p.A.	$6.1M	156,675	+13,059	ADD
232	BOOTHBAY FUND MANAGEMENT, LLC	$6.0M	153,453	+7,471	ADD
233	Dakota Wealth Management	$6.0M	153,118	+153,118	NEW
234	Hudson Bay Capital Management LP	$5.9M	151,978	+151,978	NEW
235	Jain Global LLC	$5.9M	151,650	+151,650	NEW
236	Edgestream Partners, L.P.	$5.8M	149,735	+149,735	NEW
237	Daiwa Securities Group Inc.	$5.8M	148,101	+7,301	ADD
238	SEB Asset Management AB	$5.8M	147,554	—	NO PRIOR
239	NEOS Investment Management LLC	$5.7M	146,704	+6,351	ADD
240	Federation des caisses Desjardins du Quebec	$5.6M	144,095	+84,536	ADD
241	Oak Thistle LLC	$5.6M	143,897	+103,290	ADD
242	XPONANCE LLC	$5.4M	139,388	−45,652	TRIM
243	Northwest Bancshares, Inc.	$5.3M	136,518	−4,860	TRIM
244	Utah Retirement Systems	$5.3M	136,394	−4,288	TRIM
245	Alberta Investment Management Corp	$5.3M	135,800	0	NO CHANGE
246	NWAM LLC	$5.1M	131,497	−533	TRIM
247	MANNING & NAPIER ADVISORS LLC	$5.1M	130,180	−3,919	TRIM
248	AZZAD ASSET MANAGEMENT INC /ADV	$5.0M	129,161	−66,582	TRIM
249	SHELTON CAPITAL MANAGEMENT	$5.0M	128,458	+128,458	NEW
250	GATEWAY INVESTMENT ADVISERS LLC	$5.0M	127,250	−67,827	TRIM
251	Kingsview Wealth Management, LLC	$4.9M	125,561	+115,198	ADD
252	Rakuten Investment Management, Inc.	$4.9M	124,505	+13,324	ADD
253	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.9M	124,878	+2,072	ADD
254	NewEdge Advisors, LLC	$4.8M	121,970	+25,000	ADD
255	OMERS ADMINISTRATION Corp	$4.7M	120,531	+16,873	ADD
256	GUGGENHEIM CAPITAL LLC	$4.6M	118,986	+61,517	ADD
257	Annex Advisory Services, LLC	$4.6M	117,167	+4,593	ADD
258	BUILDER INVESTMENT GROUP INC /ADV	$4.6M	117,032	+162	ADD
259	MML INVESTORS SERVICES, LLC	$4.6M	116,954	+82,463	ADD
260	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.5M	116,009	−35,030	TRIM
261	BFI Infinity Ltd.	$4.5M	115,972	+115,972	NEW
262	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$4.4M	113,036	−5,857	TRIM
263	Emmett Investment Management, LP	$4.4M	115,150	+115,150	NEW
264	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.3M	111,375	+191	ADD
265	Merrion Investment Management Co, LLC	$4.3M	110,900	0	NO CHANGE
266	Scott & Selber, Inc.	$4.3M	110,186	−296	TRIM
267	K.J. Harrison & Partners Inc	$4.3M	110,000	0	NO CHANGE
268	COOKSON PEIRCE & CO INC	$4.3M	109,639	+1,242	ADD
269	Caitong International Asset Management Co., Ltd	$4.3M	109,413	+109,413	NEW
270	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.3M	109,232	+691	ADD
271	Soltis Investment Advisors LLC	$4.2M	107,013	+107,013	NEW
272	AG2R LA MONDIALE GESTION D'ACTIFS	$4.1M	106,104	+511	ADD
273	Mraz, Amerine & Associates, Inc.	$4.1M	105,733	+3,041	ADD
274	NISA INVESTMENT ADVISORS, LLC	$4.1M	105,339	−2,853	TRIM
275	MACQUARIE GROUP LTD	$4.1M	104,047	−12,217	TRIM
276	ALLIANZ SE	$4.0M	103,526	+92,726	ADD
277	CWA Asset Management Group, LLC	$4.0M	103,477	+428	ADD
278	Larson Financial Group LLC	$4.0M	102,490	+3,095	ADD
279	MACKENZIE FINANCIAL CORP	$3.9M	99,401	+8,987	ADD
280	AIGEN INVESTMENT MANAGEMENT, LP	$3.8M	98,539	+98,539	NEW
281	LEUTHOLD GROUP, LLC	$3.8M	96,735	+96,735	NEW
282	RITHOLTZ WEALTH MANAGEMENT	$3.8M	96,588	+7,638	ADD
283	Fideuram Asset Management (Ireland) dac	$3.8M	107,220	+73,612	ADD
284	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.7M	95,885	−400	TRIM
285	YOUSIF CAPITAL MANAGEMENT, LLC	$3.7M	93,982	−4,944	TRIM
286	Vontobel Holding Ltd.	$3.7M	93,676	+56,055	ADD
287	Skylands Capital, LLC	$3.6M	92,100	−14,500	TRIM
288	Townsend & Associates, Inc	$3.6M	91,801	−3,085	TRIM
289	Janus Henderson Group Ltd.	$3.6M	91,732	+40,781	ADD
290	MOORE CAPITAL MANAGEMENT, LP	$3.6M	91,551	+91,551	NEW
291	one8zero8, LLC	$3.6M	91,150	+1,100	ADD
292	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.5M	89,069	−1,287	TRIM
293	Concurrent Investment Advisors, LLC	$3.5M	88,960	+6,852	ADD
294	Canada Post Corp Registered Pension Plan	$3.5M	88,710	+23,304	ADD
295	OP Asset Management Ltd	$3.4M	87,630	—	NO PRIOR
296	UniSuper Management Pty Ltd	$3.4M	87,187	−11,157	TRIM
297	Westerkirk Capital Inc.	$3.3M	85,500	−3,900	TRIM
298	M&T BANK CORP	$3.2M	82,932	−1,430	TRIM
299	JOHN G ULLMAN & ASSOCIATES INC	$3.2M	82,108	−1,900	TRIM
300	Engineers Gate Manager LP	$3.2M	81,548	+57,044	ADD
301	Empire Financial Management Company, LLC	$3.1M	80,705	+2,101	ADD
302	MYDA Advisors LLC	$3.1M	80,000	+80,000	NEW
303	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.1M	79,540	−24,747	TRIM
304	GDS Wealth Management	$3.1M	78,969	−5,748	TRIM
305	Qsemble Capital Management, LP	$3.1M	78,374	−85,720	TRIM
306	Convergence Investment Partners, LLC	$3.0M	77,234	+20,156	ADD
307	Sanctuary Advisors, LLC	$3.0M	75,911	+16,386	ADD
308	TRUIST FINANCIAL CORP	$2.9M	75,426	+9,238	ADD
309	RED CEDAR INVESTMENT MANAGEMENT, LLC	$2.9M	74,774	+74,774	NEW
310	Steward Partners Investment Advisory, LLC	$2.9M	73,900	+39,448	ADD
311	CoreCommodity Management, LLC	$2.9M	73,698	−11,491	TRIM
312	Recurrent Investment Advisors LLC	$2.9M	73,648	+1,200	ADD
313	WINTON GROUP Ltd	$2.8M	72,700	0	NO CHANGE
314	Walleye Trading LLC	$2.7M	70,456	−23,254	TRIM
315	OPPENHEIMER & CO INC	$2.7M	70,431	−39,815	TRIM
316	ABN AMRO INVESTMENT SOLUTIONS	$2.7M	68,912	+39,638	ADD
317	Merit Financial Group, LLC	$2.7M	68,813	+4,439	ADD
318	MEYER HANDELMAN CO	$2.7M	68,600	−200	TRIM
319	Argyle Capital Management, LLC	$2.7M	68,585	0	NO CHANGE
320	Candriam S.C.A.	$2.7M	68,180	+60,185	ADD
321	BOCHK Asset Management Ltd	$2.6M	67,000	+67,000	NEW
322	LGT Group Foundation	$2.6M	66,710	−9,416	TRIM
323	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.6M	66,622	+31,108	ADD
324	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.6M	66,293	+66,293	NEW
325	ASSETMARK, INC	$2.5M	65,104	+5,869	ADD
326	FORTEM FINANCIAL GROUP, LLC	$2.5M	64,213	+16,732	ADD
327	OFI INVEST ASSET MANAGEMENT	$2.5M	67,503	+17,559	ADD
328	Norinchukin Bank, The	$2.4M	60,478	−433	TRIM
329	Investment Management Corp of Ontario	$2.3M	60,218	+2,500	ADD
330	iSAM Funds (UK) Ltd	$2.3M	59,459	+359	ADD
331	PROFUND ADVISORS LLC	$2.3M	59,262	+15,017	ADD
332	Jefferies Financial Group Inc.	$2.3M	59,066	−108,460	TRIM
333	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$2.3M	58,760	+640	ADD
334	PRINCIPAL SECURITIES, INC.	$2.2M	57,272	+46,822	ADD
335	Banque Cantonale Vaudoise	$2.2M	56,218	−4,595	TRIM
336	Allspring Global Investments Holdings, LLC	$2.2M	57,010	+2,894	ADD
337	Elo Mutual Pension Insurance Co	$2.2M	55,505	+55,505	NEW
338	Metis Global Partners, LLC	$2.2M	55,168	−6,287	TRIM
339	Intesa Sanpaolo S.p.A.	$2.0M	52,000	+52,000	NEW
340	Summit Trail Advisors, LLC	$2.0M	50,895	+11,314	ADD
341	MIZUHO SECURITIES USA LLC	$2.0M	50,633	−10,649	TRIM
342	Sequoia Financial Advisors, LLC	$2.0M	50,331	+4,986	ADD
343	Moors & Cabot, Inc.	$2.0M	50,084	+3,473	ADD
344	Bleakley Financial Group, LLC	$1.9M	50,010	+8,328	ADD
345	Generali Investments CEE, investicni spolecnost, a.s.	$1.9M	50,000	0	NO CHANGE
346	Brooklyn Investment Group	$1.9M	49,916	+21,641	ADD
347	TD Waterhouse Canada Inc.	$1.9M	50,935	−51,446	TRIM
348	Crossmark Global Holdings, Inc.	$1.9M	49,404	—	NO PRIOR
349	Osmosis Investment Management UK Ltd	$1.9M	48,967	+24,871	ADD
350	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.9M	48,852	0	NO CHANGE
351	Advisors Asset Management, Inc.	$1.9M	48,191	+5,935	ADD
352	HARTFORD INVESTMENT MANAGEMENT CO	$1.9M	47,752	−955	TRIM
353	HB Wealth Management, LLC	$1.8M	46,851	+3,978	ADD
354	Savant Capital, LLC	$1.8M	46,675	+1,399	ADD
355	Militia Capital Management LLC	$1.8M	46,400	—	NO PRIOR
356	Orion Porfolio Solutions, LLC	$1.8M	45,709	+532	ADD
357	SCOTIA CAPITAL INC.	$1.8M	45,690	+37,981	ADD
358	NATIXIS	$1.8M	45,427	−25,980	TRIM
359	Ballast, Inc.	$1.7M	44,543	−127	TRIM
360	PEAK6 LLC	$1.7M	44,322	−385,934	TRIM
361	MAI Capital Management	$1.7M	44,257	+16,080	ADD
362	Carlson Capital, L.P.	$1.7M	44,229	+44,229	NEW
363	GLENMEDE TRUST CO NA	$1.7M	43,793	−363	TRIM
364	Focus Partners Advisor Solutions, LLC	$1.7M	43,732	+1,645	ADD
365	Maryland State Retirement & Pension System	$1.7M	43,256	0	NO CHANGE
366	Inspire Investing, LLC	$1.7M	42,561	+30,951	ADD
367	ION Fund Management Ltd	$1.6M	42,025	+5,725	ADD
368	Kestra Advisory Services, LLC	$1.6M	41,809	+6,525	ADD
369	Massachusetts Wealth Management	$1.6M	41,500	+2,000	ADD
370	AE Wealth Management LLC	$1.6M	40,045	+8,070	ADD
371	Vident Advisory, LLC	$1.6M	39,843	−54,620	TRIM
372	WESTWOOD HOLDINGS GROUP INC	$1.5M	38,907	+15,435	ADD
373	Bank Julius Baer & Co. Ltd, Zurich	$1.5M	38,539	+38,539	NEW
374	B. Riley Wealth Advisors, Inc.	$1.5M	38,502	+1,873	ADD
375	MONETTA FINANCIAL SERVICES INC	$1.5M	38,000	0	NO CHANGE
376	Graham Capital Management, L.P.	$1.5M	37,914	+19,364	ADD
377	Missouri Trust & Investment Co	$1.5M	37,635	−200	TRIM
378	OneDigital Investment Advisors LLC	$1.5M	37,508	+27,808	ADD
379	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.5M	37,270	−30	TRIM
380	Callan Family Office, LLC	$1.5M	37,210	−1,694	TRIM
381	&PARTNERS	$1.5M	37,173	+5,429	ADD
382	Quantbot Technologies LP	$1.4M	37,041	+37,041	NEW
383	Atria Investments, Inc	$1.4M	36,377	−335	TRIM
384	WASHINGTON CAPITAL MANAGEMENT, INC	$1.4M	35,970	−3,860	TRIM
385	SCP Investment, LP	$1.4M	35,600	+35,600	NEW
386	PW Nova Financial Services LLC	$1.4M	35,543	—	NO PRIOR
387	Bridgefront Capital, LLC	$1.4M	34,986	+34,986	NEW
388	HBK INVESTMENTS L P	$1.4M	34,947	+34,947	NEW
389	Ashton Thomas Private Wealth, LLC	$1.4M	34,822	+172	ADD
390	Laird Norton Wetherby Trust Company, LLC	$1.3M	34,616	−1,660	TRIM
391	GREAT LAKES ADVISORS, LLC	$1.3M	34,602	+367	ADD
392	Aspire Growth Partners LLC	$1.3M	34,462	+149	ADD
393	Waverly Advisors, LLC	$1.3M	34,347	+8,027	ADD
394	MUFG Securities EMEA plc	$1.3M	34,337	−166	TRIM
395	COMMERCE BANK	$1.3M	34,227	+367	ADD
396	ING GROEP NV	$1.3M	34,119	+34,119	NEW
397	Dai-ichi Life Insurance Company, Ltd	$1.3M	33,246	−2,471	TRIM
398	CITIZENS FINANCIAL GROUP INC/RI	$1.3M	32,593	−3,488	TRIM
399	Plato Investment Management Ltd	$1.3M	32,533	+25,170	ADD
400	OPAL CAPITAL LLC	$1.2M	31,956	+31,956	NEW
401	Vise Technologies, Inc.	$1.2M	43,741	0	NO CHANGE
402	Saudi Central Bank	$1.2M	31,065	+31,065	NEW
403	Empirical Finance, LLC	$1.2M	30,302	−63	TRIM
404	AGP FRANKLIN, LLC	$1.2M	30,205	+30,205	NEW
405	CACTI ASSET MANAGEMENT LLC	$1.2M	30,000	0	NO CHANGE
406	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.2M	29,886	+3,670	ADD
407	ALTFEST L J & CO INC	$1.2M	29,755	+29,755	NEW
408	Everhart Financial Group, Inc.	$1.2M	29,667	+3,252	ADD
409	Illinois Municipal Retirement Fund	$1.2M	29,615	+29,615	NEW
410	Baker Avenue Asset Management, LP	$1.2M	29,543	−11,083	TRIM
411	Private Advisor Group, LLC	$1.1M	29,434	+5,306	ADD
412	Schonfeld Strategic Advisors LLC	$1.1M	29,302	−14,862	TRIM
413	ClearAlpha Technologies LP	$1.1M	29,269	+29,269	NEW
414	KDK Private Wealth Management, LLC	$1.1M	29,033	−337	TRIM
415	Livforsakringsbolaget Skandia, Omsesidigt	$1.1M	28,875	+22,200	ADD
416	Bridgewater Associates, LP	$1.1M	28,698	−345,453	TRIM
417	MinichMacGregor Wealth Management, LLC	$1.1M	28,524	+28,524	NEW
418	Leonteq Securities AG	$1.1M	28,432	−136,725	TRIM
419	TWO SIGMA SECURITIES, LLC	$1.1M	28,377	+13,750	ADD
420	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$1.1M	28,375	−3,275	TRIM
421	Sterling Capital Management LLC	$1.1M	28,261	−23,266	TRIM
422	Pinnacle Financial Partners, Inc.	$1.1M	28,242	+3,325	ADD
423	NOMURA HOLDINGS INC	$1.1M	27,782	−72,173	TRIM
424	Pallas Capital Advisors LLC	$1.1M	27,652	−6,330	TRIM
425	GUIDANCE CAPITAL, INC	$1.1M	25,674	+2,483	ADD
426	HENNESSY ADVISORS INC	$1.1M	27,180	−82,600	TRIM
427	Argentarii, LLC	$1.1M	27,160	0	NO CHANGE
428	BROWN ADVISORY INC	$1.1M	27,143	−52	TRIM
429	NorthCrest Asset Manangement, LLC	$1.0M	27,425	−5,239	TRIM
430	Apollon Wealth Management, LLC	$1.0M	26,815	+1,970	ADD
431	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.0M	26,800	−91	TRIM
432	ELEVATION POINT WEALTH PARTNERS, LLC	$1.0M	26,781	+3,937	ADD
433	Lombard Odier Asset Management (Switzerland) SA	$1.0M	26,602	+2,800	ADD
434	EPG Wealth Management LLC	$1.0M	26,516	+418	ADD
435	MGO ONE SEVEN LLC	$1.0M	26,470	−3,906	TRIM
436	Collaborative Fund Advisors, LLC	$1.0M	26,389	—	NO PRIOR
437	Twin Tree Management, LP	$995K	25,530	+25,530	NEW
438	Aptus Capital Advisors, LLC	$989K	25,357	+8,463	ADD
439	denkapparat Operations GmbH	$984K	25,240	+25,240	NEW
440	Vestmark Advisory Solutions, Inc.	$961K	24,644	+1,949	ADD
441	North Dakota State Investment Board	$946K	24,257	−5,148	TRIM
442	Chicago Partners Investment Group LLC	$945K	24,165	+5,422	ADD
443	Amova Asset Management Americas, Inc.	$941K	24,125	+500	ADD
444	LVW Advisors, LLC	$940K	24,107	+24,107	NEW
445	COLDSTREAM CAPITAL MANAGEMENT INC	$916K	23,493	+181	ADD
446	Meeder Advisory Services, Inc.	$915K	23,466	+1,016	ADD
447	MUFG SECURITIES AMERICAS INC.	$904K	23,175	+501	ADD
448	EVOLVE PRIVATE WEALTH, LLC	$901K	23,106	+1,881	ADD
449	Trexquant Investment LP	$896K	22,976	+22,976	NEW
450	SECURIAN ASSET MANAGEMENT, INC	$886K	22,721	−164	TRIM
451	EP Wealth Advisors, LLC	$882K	22,628	+344	ADD
452	Allworth Financial LP	$880K	22,571	+4,438	ADD
453	AXQ CAPITAL, LP	$866K	22,213	+22,213	NEW
454	FIDELIS CAPITAL PARTNERS, LLC	$863K	22,124	−393	TRIM
455	Applied Finance Capital Management, LLC	$861K	22,085	−7,279	TRIM
456	Storgate, LLC	$841K	21,558	+509	ADD
457	Gradient Investments LLC	$835K	21,420	+7,930	ADD
458	TOCQUEVILLE ASSET MANAGEMENT L.P.	$834K	21,401	+147	ADD
459	Lido Advisors, LLC	$828K	21,242	−5,036	TRIM
460	JOHNSON INVESTMENT COUNSEL INC	$810K	20,784	+106	ADD
461	D.A. DAVIDSON & CO.	$801K	20,540	+481	ADD
462	USA FINANCIAL FORMULAS	$800K	20,508	+20,508	NEW
463	Aaron Wealth Advisors LLC	$799K	20,485	+214	ADD
464	QUADRANT CAPITAL GROUP LLC	$792K	20,314	+8,382	ADD
465	CIDEL ASSET MANAGEMENT INC	$792K	20,305	+8,734	ADD
466	CHOREO, LLC	$785K	20,132	+815	ADD
467	ANCHOR CAPITAL ADVISORS LLC	$785K	20,125	−767,264	TRIM
468	Clearbridge Investments, LLC	$780K	20,000	0	NO CHANGE
469	Holowesko Partners Ltd.	$780K	20,000	0	NO CHANGE
470	Gateway Wealth Partners, LLC	$771K	19,765	+19,765	NEW
471	Bull Harbor Capital LLC	$769K	19,726	—	NO PRIOR
472	Lauterbach Financial Advisors, LLC	$766K	19,641	0	NO CHANGE
473	Quantum Portfolio Management LLC	$766K	19,639	+19,639	NEW
474	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$765K	19,620	+696	ADD
475	Headlands Technologies LLC	$763K	19,578	+19,578	NEW
476	Connecticut Wealth Management, LLC	$760K	19,486	+83	ADD
477	Aprio Wealth Management, LLC	$750K	19,223	+4,301	ADD
478	OXFORD ASSET MANAGEMENT LLP	$747K	19,147	+19,147	NEW
479	Sunpointe, LLC	$735K	18,856	−162	TRIM
480	Beacon Pointe Advisors, LLC	$733K	18,799	+8,908	ADD
481	Avidian Wealth Enterprises, LLC	$730K	18,734	+410	ADD
482	Rothschild Capital Partners, LLC	$727K	18,653	+18,653	NEW
483	Wedmont Private Capital	$725K	19,177	+345	ADD
484	Meiji Yasuda Asset Management Co Ltd.	$723K	18,545	+917	ADD
485	SIGNATUREFD, LLC	$720K	18,458	+883	ADD
486	Ballentine Partners, LLC	$712K	18,265	+451	ADD
487	Freestone Capital Holdings, LLC	$705K	18,082	−224	TRIM
488	Clearstead Advisors, LLC	$704K	18,067	−1,481	TRIM
489	Prospera Financial Services Inc	$703K	18,022	−1,270	TRIM
490	MASTERINVEST Kapitalanlage GmbH	$689K	17,672	0	NO CHANGE
491	Laurion Capital Management LP	$678K	17,387	+17,387	NEW
492	Fieldview Capital Management, LLC	$673K	17,250	+17,250	NEW
493	PRELUDE CAPITAL MANAGEMENT, LLC	$669K	17,163	+4,435	ADD
494	World Investment Advisors	$667K	17,101	+8,304	ADD
495	Kercheville Advisors, LLC	$665K	17,050	+17,050	NEW
496	GREENLEAF TRUST	$663K	17,006	+217	ADD
497	Frec Markets, Inc.	$662K	16,977	+7,454	ADD
498	EXCHANGE TRADED CONCEPTS, LLC	$660K	16,916	−2,182	TRIM
499	Krilogy Financial LLC	$645K	16,899	−1,266	TRIM
500	Capital International Sarl	$643K	16,500	−61,242	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HAL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Tudor Investment Corp, Moore Capital Management $67.5M held
Trimming: 1 Bridgewater Associates $1.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HALLIBURTON CO

Merged timeline of congressional filings and notable-manager moves on HAL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+63,850 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+498,201 sh
2026-05-15	Moore Capital Management 13F	NEW	+91,551 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−345,453 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed HAL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).