Who holds HALticker 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 ↗

968

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$25.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

588

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed HAL — the congressional view ↗