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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 1,289 | 43.8K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,283 | 43.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 1,211 | 41.1K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 1,179 | 40K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 1,177 | 40K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Ex-Financials ETF ProShares Trust | 1,168 | 45.4K $ | 0.06 % | 0.00 % | as of May 31, 2026 ↗ |
| The Frontier Economic Fund ETF Series Solutions | 1,121 | 43.6K $ | 1.48 % | 0.00 % | as of May 31, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 1,030 | 35K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Value ETF Fidelity Covington Trust | 1,020 | 34.6K $ | 0.65 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 1,001 | 371.8K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 994 | 33.7K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 942 | 32K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 874 | 28.2K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 866 | 29.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust | 866 | 27.9K $ | 0.60 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 865 | 29.4K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 864 | 29.3K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 852 | 27.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 838 | 28.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer S&P 500 3AI Top 100 ETF Pacer Funds Trust | 819 | 26.4K $ | 1.20 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X PureCap MSCI Energy ETF GLOBAL X FUNDS | 792 | 30.8K $ | 1.56 % | 0.00 % | as of May 31, 2026 ↗ |
| JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust | 780 | 25.2K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 760 | 25.8K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 723 | 23.3K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 715 | 24.3K $ | 0.72 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Dynamic Short-Term Active ETF BlackRock ETF Trust | 661 | 21.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 640 | 20.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 630 | 20.3K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 624 | 24.2K $ | 0.08 % | 0.00 % | as of May 31, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 609 | 23.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 565 | 22K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 542 | 18.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 537 | 18.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 532 | 18.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 522 | 17.7K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BULL ProFunds | 501 | 17K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 490 | 16.6K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 479 | 15.4K $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 478 | 16.2K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 406 | 13.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BULL PROFUND ProFunds | 394 | 12.7K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Federated Hermes International Leaders ETF Federated Hermes ETF Trust | 390 | 12.6K $ | 0.41 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 358 | 12.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 338 | 11.5K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV | 295 | 10K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 278 | 9.4K $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 276 | 9.4K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 257 | 8.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wedbush ReturnOnLeadership(R) U.S. Large-Cap ETF Wedbush Series Trust | 248 | 8K $ | 0.73 % | 0.00 % | as of Jul 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 242 | 8.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree GeoAlpha Opportunities Fund WisdomTree Trust | 221 | 7.5K $ | 0.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 210 | 7.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 209 | 8.1K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 206 | 7K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 198 | 6.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Gotham Short Strategies ETF Tidal Trust I | 189 | 6.4K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 151 | 5.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 146 | 4.7K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 131 | 4.4K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 112 | 3.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 105 | 3.4K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Large Cap Equity Growth ETF BNY Mellon ETF Trust | 74 | 2.4K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 71 | 2.4K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 69 | 2.2K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 66 | 2.1K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 63 | 2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 58 | 2.3K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 50 | 1.6K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 20 | 645 $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 18 | 699.3 $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 15 | 509.3 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 5 | 169.8 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 5 | 169.8 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BBVA USA DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 2.5M € | 0.40 % | as of Dec 31, 2025 ↗ | ||
| BBVA USA DESARROLLO CUBIERTO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 551K € | 0.40 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 475K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 370.1K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| MONTE ESTORIL SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 129.1K € | 0.51 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 102K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| VALERIA VICTRIX INVERSIONES, SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 97.8K € | 0.49 % | as of Dec 31, 2025 ↗ | ||
| CREAND GESCAPITAL ACTIVA, FI GESALCALA, S.A., S.G.I.I.C. | 65.1K € | 0.26 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 47K € | 0.06 % | as of Dec 31, 2025 ↗ | ||
| INVERAL INVERSIONES, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 25.5K € | 0.09 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 758 | +55 | 277,585,472 | -22.4 % |
| 2026Q2 | 703 | +104 | 357,608,017 | -3.8 % |
| 2026Q1 | 599 | -2 | 371,581,778 | +0.7 % |
| 2025Q4 | 601 | -29 | 369,071,392 | +9.6 % |
| 2025Q3 | 630 | -1 | 336,873,760 | +10.0 % |
| 2025Q2 | 631 | -3 | 306,255,233 | -14.5 % |
| 2025Q1 | 634 | -44 | 358,279,110 | -6.0 % |
| 2024Q4 | 678 | -15 | 381,017,941 | -11.1 % |
| 2024Q3 | 693 | +8 | 428,714,944 | +3.2 % |
| 2024Q2 | 685 | +6 | 415,588,697 | +5.4 % |
| 2024Q1 | 679 | -39 | 394,209,472 | -4.6 % |
| 2023Q4 | 718 | 413,020,589 |
Institutional managers
1,171 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 83,452,980 | 3.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 56,339,126 | 2.2B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 54,407,307 | 2.1B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 22,800,323 | 885.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 17,258,914 | 672.9M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10,856,543 | 423.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 10,248,379 | 399.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,502,988 | 370.6M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 9,414,414 | 367.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 9,087,362 | 354.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 8,733,445 | 340.5M $ | as of Mar 31, 2026 |
| Capital World Investors | 7,543,746 | 294.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 7,070,479 | 275.7M $ | as of Mar 31, 2026 |
| Amundi | 6,633,231 | 258.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 6,456,826 | 251.8K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,349,552 | 247.6M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 6,344,711 | 247.4K $ | as of Mar 31, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | 6,291,344 | 245.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 6,008,985 | 234.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,408,088 | 210.9M $ | as of Mar 31, 2026 |
| Caisse de depot et placement du Quebec | 5,369,249 | 209.3M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 5,348,770 | 208.5M $ | as of Mar 31, 2026 |
| FMR LLC | 5,250,136 | 204.7M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,889,500 | 190.6M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4,848,390 | 189M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Capital Research Global Investors | 1.00 % | 8,651,999 | as 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.
Cite this page
Titelia. "Fund shareholders of HALLIBURTON COMPANY". https://titelia.com/en/stocks/halliburton-company-US4062161017