Titelia

Fund shareholders of HALLIBURTON COMPANY

ISIN US4062161017 · United States · LEI ENYF8GB5SMQZ25S06U51

Fund shareholders
785
Of which ETFs
234 551 other funds
Value held
≈ 9.7B $ 9.6B $ · 711.3M SEK · 4.4M €
Share of capital
33.5 % of 833.1M shares on Jul 17, 2026

785 funds hold this company. This table lists the 783 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
AQR Managed Futures Strategy HV Fund AQR Funds 5,797196.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 5,784196.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 5,720184.5K $0.16 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 5,633191.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 5,613181K $0.97 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 5,609217.9K $0.08 %0.00 %as of May 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 5,598217.5K $0.03 %0.00 %as of May 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 5,593189.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 5,322180.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 5,303180K $0.02 %0.00 %as of Jun 30, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 5,220202.8K $0.53 %0.00 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 5,060171.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 4,965192.9K $0.02 %0.00 %as of May 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 4,879189.5K $0.05 %0.00 %as of May 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 4,828187.6K $0.18 %0.00 %as of May 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 4,8001.8M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 4,705151.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 4,622179.6K $0.02 %0.00 %as of May 31, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 4,582178K $0.10 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,582155.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 4,458173.2K $0.05 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,424150.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 4,325168K $0.08 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4,269137.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 4,188162.7K $0.11 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 4,1251.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 4,080131.6K $0.04 %0.00 %as of Jul 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 4,075138.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 4,010155.8K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 3,921133.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Xtrackers RREEF Global Natural Resources ETF DBX ETF Trust 3,886151K $0.41 %0.00 %as of May 31, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 3,885125.3K $1.73 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3,834130.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 3,808129.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 3,773121.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 3,722126.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 3,680143K $0.03 %0.00 %as of May 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 3,604116.2K $0.26 %0.00 %as of Jul 31, 2026 ↗
Energy Fund Rydex Variable Trust 3,526119.7K $1.31 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 3,522119.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 3,492118.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 3,491112.6K $0.04 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 3,434116.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 3,384114.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 3,348113.7K $0.54 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 3,322112.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 3,226109.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
First Trust Bloomberg Inflation Sensitive Equity ETF First Trust Exchange-Traded Fund 3,221109.4K $2.02 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 3,152101.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 3,1471.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 3,099105.2K $0.18 %0.00 %as of Jun 30, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 3,003102K $1.39 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 2,91498.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 2,907112.9K $0.04 %0.00 %as of May 31, 2026 ↗
Nova Fund Rydex Series Funds 2,80495.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 2,75693.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 2,743106.6K $0.07 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 2,71192K $0.02 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 2,64089.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 2,61388.7K $0.25 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 2,58987.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,58787.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 2,55682.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 2,53081.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 2,52381.4K $0.06 %0.00 %as of Jul 31, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 2,496926.9K SEK0.36 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,47083.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
The Texas Fund Monteagle Funds 2,45995.5K $0.44 %0.00 %as of May 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 2,43882.8K $0.26 %0.00 %as of Jun 30, 2026 ↗
iShares Texas Equity ETF iShares Trust 2,40681.7K $0.48 %0.00 %as of Jun 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 2,26272.9K $0.05 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 2,24576.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 2,23375.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 2,18074K $0.04 %0.00 %as of Jun 30, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 2,00067.9K $0.28 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,948723.5K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 1,90864.8K $0.22 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 1,89664.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,85872.2K $0.07 %0.00 %as of May 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,84971.8K $0.05 %0.00 %as of May 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,84262.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 1,82758.9K $0.11 %0.00 %as of Jul 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,80158.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 1,79469.7K $0.09 %0.00 %as of May 29, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 1,72658.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,71458.2K $0.18 %0.00 %as of Jun 30, 2026 ↗
Truth Social American Energy Security ETF Yorkville America Investment Trust 1,70858K $0.71 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,67756.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 1,64253K $0.04 %0.00 %as of Jul 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,56253K $0.07 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 1,54152.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 1,53449.5K $0.05 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,51048.7K $0.04 %0.00 %as of Jul 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,50358.4K $0.01 %0.00 %as of May 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1,50351K $0.05 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,48050.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 1,43955.9K $0.54 %0.00 %as of May 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,41247.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,37046.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Corgi U.S. War Machine ETF Corgi ETF Trust I 1,32344.9K $1.38 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Edmond de Rothschild Fund - US Value Edmond de Rothschild Asset Management (Luxembourg) 1.80 %as of Mar 31, 2026 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Energy Services Fund Rydex Series Funds 6.98 %as of Jun 30, 2026 ↗
Energy Services Fund Rydex Variable Trust 6.96 %as of Jun 30, 2026 ↗
VanEck Oil Services ETF VanEck ETF Trust 6.45 %as of Jun 30, 2026 ↗
iShares U.S. Oil Equipment & Services ETF iShares Trust 4.30 %as of Jun 30, 2026 ↗
Invesco Oil & Gas Services ETF Invesco Exchange-Traded Fund Trust 4.14 %as of Jul 31, 2026 ↗
Hennessy Energy Transition Fund Hennessy Funds Trust 4.11 %as of Jul 31, 2026 ↗
World Energy Fund Cavanal Hill Funds 3.75 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Energy ETF Invesco Exchange-Traded Fund Trust 3.60 %as of Jul 31, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 3.55 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST 3.41 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3758+55277,585,472-22.4 %
2026Q2703+104357,608,017-3.8 %
2026Q1599-2371,581,778+0.7 %
2025Q4601-29369,071,392+9.6 %
2025Q3630-1336,873,760+10.0 %
2025Q2631-3306,255,233-14.5 %
2025Q1634-44358,279,110-6.0 %
2024Q4678-15381,017,941-11.1 %
2024Q3693+8428,714,944+3.2 %
2024Q2685+6415,588,697+5.4 %
2024Q1679-39394,209,472-4.6 %
2023Q4718413,020,589

Institutional managers

1,171 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.83,452,9803.3B $as of Mar 31, 2026
Capital Research Global Investors56,339,1262.2B $as of Mar 31, 2026
STATE STREET CORP54,407,3072.1B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC22,800,323885.7M $as of Mar 31, 2026
MORGAN STANLEY17,258,914672.9M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC10,856,543423.3M $as of Mar 31, 2026
Invesco Ltd.10,248,379399.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP9,502,988370.6M $as of Mar 31, 2026
CITIGROUP INC9,414,414367.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC9,087,362354.3M $as of Mar 31, 2026
NORTHERN TRUST CORP8,733,445340.5M $as of Mar 31, 2026
Capital World Investors7,543,746294.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC7,070,479275.7M $as of Mar 31, 2026
Amundi6,633,231258.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT6,456,826251.8K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,349,552247.6M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP6,344,711247.4K $as of Mar 31, 2026
BRANDES INVESTMENT PARTNERS, LP6,291,344245.3M $as of Mar 31, 2026
Bank of New York Mellon Corp6,008,985234.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/5,408,088210.9M $as of Mar 31, 2026
Caisse de depot et placement du Quebec5,369,249209.3M $as of Mar 31, 2026
Legal & General Group Plc5,348,770208.5M $as of Mar 31, 2026
FMR LLC5,250,136204.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,889,500190.6M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP4,848,390189M $as of Mar 31, 2026

Declared shareholders of HALLIBURTON COMPANY

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital Research Global Investors 1.00 %8,651,999as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of HALLIBURTON COMPANY

145 funds declare 352 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND7125M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND7115.4M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF653.2M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND149M $as of May 31, 2026
Dimensional Core Fixed Income ETF537.2M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF731.7M $as of May 31, 2026
Fidelity U.S. Bond Index Fund422.8M $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND119.7M $as of Jul 31, 2026
DFA Investment Grade Portfolio419.4M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND119.1M $as of May 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND415.3M $as of May 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF713.2M $as of May 31, 2026
Fidelity Series Bond Index Fund611.7M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND111.4M $as of Jun 30, 2026
Fidelity Series Investment Grade Bond Fund111M $as of May 31, 2026
DFA Intermediate-Term Extended Quality Portfolio59.8M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND19.4M $as of Jun 30, 2026
iShares Core Universal USD Bond ETF78.7M $as of Jul 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND47.4M $as of Jun 30, 2026
Fidelity Investment Grade Bond Central Fund17.2M $as of Jun 30, 2026
Invesco BulletShares 2030 Corporate Bond ETF16.4M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF15.7M $as of May 31, 2026
Fidelity Total Bond Fund15.3M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF15.3M $as of Jun 30, 2026
iShares iBonds Dec 2030 Term Corporate ETF15.1M $as of Jul 31, 2026
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Titelia. "Fund shareholders of HALLIBURTON COMPANY". https://titelia.com/en/stocks/halliburton-company-US4062161017