Public record / Tickers / HAL

HAL — HALLIBURTON CO

Both disclosure regimes on one name: who in Congress filed about HAL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
35
all PTR rows naming HAL
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every HAL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

14 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

14 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HAL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HAL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 09-05 +35d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-05 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 35 ↗

Members active in HAL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HAL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+63,850 sh
2026-05-15Tudor Investment Corp 13Fnew+498,201 sh
2026-05-15Moore Capital Management 13Fnew+91,551 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HAL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.3B1
2Capital Research Global Investors$2.2B1
3STATE STREET CORP$2.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
6GEODE CAPITAL MANAGEMENT, LLC$886M1
7MORGAN STANLEY$673M1
8BARROW HANLEY MEWHINNEY & STRAUSS LLC$423M1
9Invesco Ltd.$400M1
10DIMENSIONAL FUND ADVISORS LP$371M1
11CITIGROUP INC$367M1
12NORTHERN TRUST CORP$341M1
13Capital World Investors$294M1
14AQR CAPITAL MANAGEMENT LLC$276M1
15Amundi$259M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$248M1
17BRANDES INVESTMENT PARTNERS, LP$245M1
18Bank of New York Mellon Corp$234M1
19BANK OF AMERICA CORP /DE/$211M1
20CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$209M1
21Legal & General Group Plc$209M1
22FMR LLC$205M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$191M1
24SCHRODER INVESTMENT MANAGEMENT GROUP$189M1
25DEUTSCHE BANK AG\$184M1
26CITADEL ADVISORS LLC$183M1
27VANGUARD FIDUCIARY TRUST CO$181M1
28HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$162M1
29UBS Group AG$159M1
30PZENA INVESTMENT MANAGEMENT LLC$159M1
31Holocene Advisors, LP$156M1
32Nuveen, LLC$142M1
33PFA Pension, Forsikringsaktieselskab$133M1
34DANSKE BANK A/S$127M1
35Robeco Institutional Asset Management B.V.$122M1
36MILLENNIUM MANAGEMENT LLC$121M1
37JANE STREET GROUP, LLC$119M1
38Clark Capital Management Group, Inc.$118M1
39AMERICAN CENTURY COMPANIES INC$110M1
40Alyeska Investment Group, L.P.$108M1
41WELLS FARGO & COMPANY/MN$105M1
42Sourcerock Group LLC$96.6M1
43Swiss National Bank$96.3M1
44BARCLAYS PLC$91.1M1
45Assenagon Asset Management S.A.$90.6M1
46BANK OF NOVA SCOTIA$89.1M1
47HSBC HOLDINGS PLC$86.2M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$85.3M1
49GROUPAMA ASSET MANAGMENT$83.3M1
50Sumitomo Mitsui Trust Group, Inc.$82.5M1
51TWO SIGMA INVESTMENTS, LP$81.2M1
52ROYAL BANK OF CANADA$75.8M1
53Mitsubishi UFJ Asset Management Co., Ltd.$75.4M1
54National Pension Service$74.4M1
55AMERIPRISE FINANCIAL INC$72.5M1
56Vanguard Global Advisers, LLC$71.7M1
57WELLINGTON MANAGEMENT GROUP LLP$68.4M1
58Boston Partners$64.7M1
59VANGUARD ASSET MANAGEMENT, Ltd$62.0M1
60NEW YORK STATE COMMON RETIREMENT FUND$61.4M1
61Ensign Peak Advisors, Inc$58.1M1
62Squarepoint Ops LLC$53.3M1
63CREDIT AGRICOLE S A$51.1M1
64Connor, Clark & Lunn Investment Management Ltd.$50.1M1
65Perpetual Ltd$49.6M1
66FEDERATED HERMES, INC.$49.5M1
67FIRST TRUST ADVISORS LP$49.3M1
68Telemark Asset Management, LLC$46.8M1
69Gotham Asset Management, LLC$44.5M1
70FRANKLIN RESOURCES INC$42.8M1
71Zurich Insurance Group Ltd/FI$39.7M1
72BALYASNY ASSET MANAGEMENT L.P.$39.4M1
73PRINCIPAL FINANCIAL GROUP INC$39.2M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$39.0M1
75Discerene Group LP$38.8M1
76GENDELL JEFFREY L$38.1M1
77SIR Capital Management, L.P.$37.5M1
78VICTORY CAPITAL MANAGEMENT INC$35.5M1
79Quantinno Capital Management LP$35.4M1
80Mediolanum International Funds Ltd$35.1M1
81Rokos Capital Management LLP$34.7M1
82RAYMOND JAMES FINANCIAL INC$33.5M1
83Point72 Asset Management, L.P.$33.1M1
84ALLIANCEBERNSTEIN L.P.$33.1M1
85Senator Investment Group LP$33.0M1
86CANADA PENSION PLAN INVESTMENT BOARD$32.8M1
87ADAGE CAPITAL PARTNERS GP, L.L.C.$32.4M1
88Tredje AP-fonden$32.3M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$31.9M1
90ENVESTNET ASSET MANAGEMENT INC$31.8M1
91BANK OF MONTREAL /CAN/$31.3M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.8M1
93LPL Financial LLC$29.3M1
94O'SHAUGHNESSY ASSET MANAGEMENT, LLC$29.3M1
95NOMURA ASSET MANAGEMENT CO LTD$28.4M1
96AVIVA PLC$27.9M1
97HighTower Advisors, LLC$27.4M1
98BNP Paribas Asset Management Holding S.A.$26.8M1
99ASR Vermogensbeheer N.V.$26.7M1
100Man Group plc$26.5M1
101Ceredex Value Advisors LLC$26.3M1
102Allianz Asset Management GmbH$25.6M1
103SEI INVESTMENTS CO$23.4M1
104Carrhae Capital LLP$23.3M1
105Korea Investment CORP$23.2M1
106ZACKS INVESTMENT MANAGEMENT$22.6M1
107EVENTIDE ASSET MANAGEMENT, LLC$22.2M1
108CLOUGH CAPITAL PARTNERS L P$22.1M1
109Energy Income Partners, LLC$22.1M1
110Foster Victor Wealth Advisors, LLC$21.9M1
111CIBC WORLD MARKET INC.$21.4M1
112LAZARD ASSET MANAGEMENT LLC$21.1M1
113Weiss Asset Management LP$21.0M1
114MANUFACTURERS LIFE INSURANCE COMPANY, THE$20.9M1
115Aberdeen Group plc$20.7M1
116NORDEA INVESTMENT MANAGEMENT AB$20.7M1
117Life Cycle Investment Partners Ltd$20.6M1
118KLCM Advisors, Inc.$19.8M1
119PANAGORA ASSET MANAGEMENT INC$19.6M1
120ROYAL LONDON ASSET MANAGEMENT LTD$19.6M1
121TUDOR INVESTMENT CORP ET AL$19.4M1
122STATE OF WISCONSIN INVESTMENT BOARD$18.9M1
123Corient Private Wealth LLC$18.7M1
124Creative Planning$18.4M1
125Tidal Investments LLC$18.4M1
126NATIONAL BANK OF CANADA /FI/$18.3M1
127JUPITER ASSET MANAGEMENT LTD$18.3M1
128IEQ CAPITAL, LLC$18.2M1
129M&G Plc$18.0M1
130Mariner, LLC$17.9M1
131TD ASSET MANAGEMENT INC$17.9M1
132AGF MANAGEMENT LTD$17.0M1
133PRUDENTIAL PLC$16.2M1
134Chevy Chase Trust Holdings, LLC$16.1M1
135Fisher Asset Management, LLC$15.9M1
136EDMOND DE ROTHSCHILD HOLDING S.A.$15.9M1
137PRUDENTIAL FINANCIAL INC$15.7M1
138Pictet Asset Management Holding SA$15.7M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.7M1
140Freestone Grove Partners LP$15.6M1
141Vanguard Investments Australia, Ltd.$15.3M1
142KLP KAPITALFORVALTNING AS$15.1M1
143WEDGE CAPITAL MANAGEMENT L L P/NC$14.6M1
144Asset Management One Co., Ltd.$14.3M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$14.2M1
146D. E. Shaw & Co., Inc.$14.1M1
147Ethic Inc.$13.7M1
148Mitsubishi UFJ Trust & Banking Corp$13.6M1
149ADAMS NATURAL RESOURCES FUND, INC.$13.4M1
150Guinness Asset Management LTD$13.2M1
151AustralianSuper Pty Ltd$12.7M1
152Lansforsakringar Fondforvaltning AB (publ)$12.1M1
153Cetera Investment Advisers$11.8M1
154ADAMS DIVERSIFIED EQUITY FUND, INC.$11.8M1
155OSAIC HOLDINGS, INC.$11.8M1
156Sienna Gestion$11.7M1
157CWM, LLC$11.6M1
158Private Advisory Group LLC$11.4M1
159DJE Kapital AG$11.4M1
160State of New Jersey Common Pension Fund D$11.2M1
161Lighthouse Investment Partners, LLC$11.1M1
162Sage Capital Advisors,llc$10.8M1
163STATE OF MICHIGAN RETIREMENT SYSTEM$10.8M1
164Swiss Life Asset Management Ltd$10.7M1
165Cerity Partners LLC$10.6M1
166Calamos Advisors LLC$10.5M1
167Resona Asset Management Co.,Ltd.$10.5M1
168Focus Partners Wealth$10.5M1
169TORONTO DOMINION BANK$10.3M1
170Aventail Capital Group, LP$10.2M1
171PARK NATIONAL CORP /OH/$9.9M1
172Grantham, Mayo, Van Otterloo & Co. LLC$9.9M1
173Pathstone Holdings, LLC$9.8M1
174Gunderson Capital Management LLC$9.8M1
175STIFEL FINANCIAL CORP$9.6M1
176WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.4M1
177PUBLIC SECTOR PENSION INVESTMENT BOARD$9.3M1
178Cambria Investment Management, L.P.$9.2M1
179VOYA INVESTMENT MANAGEMENT LLC$9.0M1
180Arizona State Retirement System$8.9M1
181Czech National Bank$8.9M1
182SummitTX Capital, L.P.$8.9M1
183Vanguard Personalized Indexing Management, LLC$8.7M1
184CIBC Asset Management Inc$8.7M1
185Vinva Investment Management Ltd$8.7M1
186LMR Partners LLP$8.6M1
187Generali Powszechne Towarzystwo Emerytalne$8.6M1
188QSM Asset Management Ltd$8.5M1
189L2 Asset Management, LLC$8.5M1
190Quadrature Capital Ltd$8.4M1
191Groupe la Francaise$8.2M1
192ExodusPoint Capital Management, LP$8.1M1
193USS Investment Management Ltd$7.9M1
194Wealthfront Advisers LLC$7.9M1
195Capital International, Inc./CA/$7.9M1
196Tairen Capital Ltd$7.8M1
197Northwest & Ethical Investments L.P.$7.8M1
198FIFTH THIRD BANCORP$7.8M1
199Empowered Funds, LLC$7.8M1
200MetLife Investment Management, LLC$7.6M1
201COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.6M1
202B. Metzler seel. Sohn & Co. AG$7.6M1
203INTECH INVESTMENT MANAGEMENT LLC$7.5M1
204STOREBRAND ASSET MANAGEMENT AS$7.5M1
205BLAIR WILLIAM & CO/IL$7.5M1
206U.S. Capital Wealth Advisors, LLC$7.5M1
207COMMONWEALTH EQUITY SERVICES, LLC$7.4M1
208DnB Asset Management AS$7.4M1
209Rockefeller Capital Management L.P.$7.4M1
210CIBC Bancorp USA Inc.$7.4M1
211READYSTATE ASSET MANAGEMENT LP$7.3M1
212FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3M1
213Covalis Capital LLP$7.2M1
214IFM Investors Pty Ltd$7.2M1
215MERCER GLOBAL ADVISORS INC /ADV$7.1M1
216Generali Asset Management SPA SGR$7.0M1
217Retirement Systems of Alabama$6.9M1
218BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.8M1
219Black Cypress Capital Management, LLC$6.8M1
220ProShare Advisors LLC$6.6M1
221Brevan Howard Capital Management LP$6.6M1
222Symmetry Investments LP$6.6M1
223Y-Intercept (Hong Kong) Ltd$6.5M1
224Mirae Asset Global Investments Co., Ltd.$6.5M1
225MARTIN & CO INC /TN/$6.4M1
226Woodline Partners LP$6.4M1
227US BANCORP \DE\$6.4M1
228Rafferty Asset Management, LLC$6.3M1
229XTX Topco Ltd$6.3M1
230Oceanic Investment Management LTD$6.3M1
231Eurizon Capital SGR S.p.A.$6.1M1
232BOOTHBAY FUND MANAGEMENT, LLC$6.0M1
233Dakota Wealth Management$6.0M1
234Hudson Bay Capital Management LP$5.9M1
235Jain Global LLC$5.9M1
236Edgestream Partners, L.P.$5.8M1
237Daiwa Securities Group Inc.$5.8M1
238SEB Asset Management AB$5.8M1
239NEOS Investment Management LLC$5.7M1
240Federation des caisses Desjardins du Quebec$5.6M1
241Oak Thistle LLC$5.6M1
242XPONANCE LLC$5.4M1
243Northwest Bancshares, Inc.$5.3M1
244Utah Retirement Systems$5.3M1
245Alberta Investment Management Corp$5.3M1
246NWAM LLC$5.1M1
247MANNING & NAPIER ADVISORS LLC$5.1M1
248AZZAD ASSET MANAGEMENT INC /ADV$5.0M1
249SHELTON CAPITAL MANAGEMENT$5.0M1
250GATEWAY INVESTMENT ADVISERS LLC$5.0M1
251Kingsview Wealth Management, LLC$4.9M1
252Rakuten Investment Management, Inc.$4.9M1
253NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.9M1
254NewEdge Advisors, LLC$4.8M1
255OMERS ADMINISTRATION Corp$4.7M1
256GUGGENHEIM CAPITAL LLC$4.6M1
257Annex Advisory Services, LLC$4.6M1
258BUILDER INVESTMENT GROUP INC /ADV$4.6M1
259MML INVESTORS SERVICES, LLC$4.6M1
260BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.5M1
261BFI Infinity Ltd.$4.5M1
262MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$4.4M1
263Emmett Investment Management, LP$4.4M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$4.3M1
265Merrion Investment Management Co, LLC$4.3M1
266Scott & Selber, Inc.$4.3M1
267K.J. Harrison & Partners Inc$4.3M1
268COOKSON PEIRCE & CO INC$4.3M1
269Caitong International Asset Management Co., Ltd$4.3M1
270NISSAY ASSET MANAGEMENT CORP /JAPAN$4.3M1
271Soltis Investment Advisors LLC$4.2M1
272AG2R LA MONDIALE GESTION D'ACTIFS$4.1M1
273Mraz, Amerine & Associates, Inc.$4.1M1
274NISA INVESTMENT ADVISORS, LLC$4.1M1
275MACQUARIE GROUP LTD$4.1M1
276ALLIANZ SE$4.0M1
277CWA Asset Management Group, LLC$4.0M1
278Larson Financial Group LLC$4.0M1
279MACKENZIE FINANCIAL CORP$3.9M1
280AIGEN INVESTMENT MANAGEMENT, LP$3.8M1
281LEUTHOLD GROUP, LLC$3.8M1
282RITHOLTZ WEALTH MANAGEMENT$3.8M1
283Fideuram Asset Management (Ireland) dac$3.8M1
284OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.7M1
285YOUSIF CAPITAL MANAGEMENT, LLC$3.7M1
286Vontobel Holding Ltd.$3.7M1
287Skylands Capital, LLC$3.6M1
288Townsend & Associates, Inc$3.6M1
289Janus Henderson Group Ltd.$3.6M1
290MOORE CAPITAL MANAGEMENT, LP$3.6M1
291one8zero8, LLC$3.6M1
292MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
293Concurrent Investment Advisors, LLC$3.5M1
294Canada Post Corp Registered Pension Plan$3.5M1
295OP Asset Management Ltd$3.4M1
296UniSuper Management Pty Ltd$3.4M1
297Westerkirk Capital Inc.$3.3M1
298M&T BANK CORP$3.2M1
299JOHN G ULLMAN & ASSOCIATES INC$3.2M1
300Engineers Gate Manager LP$3.2M1
301Empire Financial Management Company, LLC$3.1M1
302MYDA Advisors LLC$3.1M1
303MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M1
304GDS Wealth Management$3.1M1
305Qsemble Capital Management, LP$3.1M1
306Convergence Investment Partners, LLC$3.0M1
307Sanctuary Advisors, LLC$3.0M1
308TRUIST FINANCIAL CORP$2.9M1
309RED CEDAR INVESTMENT MANAGEMENT, LLC$2.9M1
310Steward Partners Investment Advisory, LLC$2.9M1
311CoreCommodity Management, LLC$2.9M1
312Recurrent Investment Advisors LLC$2.9M1
313WINTON GROUP Ltd$2.8M1
314Walleye Trading LLC$2.7M1
315OPPENHEIMER & CO INC$2.7M1
316ABN AMRO INVESTMENT SOLUTIONS$2.7M1
317Merit Financial Group, LLC$2.7M1
318MEYER HANDELMAN CO$2.7M1
319Argyle Capital Management, LLC$2.7M1
320Candriam S.C.A.$2.7M1
321BOCHK Asset Management Ltd$2.6M1
322LGT Group Foundation$2.6M1
323NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.6M1
324UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.6M1
325ASSETMARK, INC$2.5M1
326FORTEM FINANCIAL GROUP, LLC$2.5M1
327OFI INVEST ASSET MANAGEMENT$2.5M1
328Norinchukin Bank, The$2.4M1
329Investment Management Corp of Ontario$2.3M1
330iSAM Funds (UK) Ltd$2.3M1
331PROFUND ADVISORS LLC$2.3M1
332Jefferies Financial Group Inc.$2.3M1
333LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.3M1
334PRINCIPAL SECURITIES, INC.$2.2M1
335Banque Cantonale Vaudoise$2.2M1
336Allspring Global Investments Holdings, LLC$2.2M1
337Elo Mutual Pension Insurance Co$2.2M1
338Metis Global Partners, LLC$2.2M1
339Intesa Sanpaolo S.p.A.$2.0M1
340Summit Trail Advisors, LLC$2.0M1
341MIZUHO SECURITIES USA LLC$2.0M1
342Sequoia Financial Advisors, LLC$2.0M1
343Moors & Cabot, Inc.$2.0M1
344Bleakley Financial Group, LLC$1.9M1
345Generali Investments CEE, investicni spolecnost, a.s.$1.9M1
346Brooklyn Investment Group$1.9M1
347TD Waterhouse Canada Inc.$1.9M1
348Crossmark Global Holdings, Inc.$1.9M1
349Osmosis Investment Management UK Ltd$1.9M1
350TOKIO MARINE ASSET MANAGEMENT CO LTD$1.9M1
351Advisors Asset Management, Inc.$1.9M1
352HARTFORD INVESTMENT MANAGEMENT CO$1.9M1
353HB Wealth Management, LLC$1.8M1
354Savant Capital, LLC$1.8M1
355Militia Capital Management LLC$1.8M1
356Orion Porfolio Solutions, LLC$1.8M1
357SCOTIA CAPITAL INC.$1.8M1
358NATIXIS$1.8M1
359Ballast, Inc.$1.7M1
360PEAK6 LLC$1.7M1
361MAI Capital Management$1.7M1
362Carlson Capital, L.P.$1.7M1
363GLENMEDE TRUST CO NA$1.7M1
364Focus Partners Advisor Solutions, LLC$1.7M1
365Maryland State Retirement & Pension System$1.7M1
366Inspire Investing, LLC$1.7M1
367ION Fund Management Ltd$1.6M1
368Kestra Advisory Services, LLC$1.6M1
369Massachusetts Wealth Management$1.6M1
370AE Wealth Management LLC$1.6M1
371Vident Advisory, LLC$1.6M1
372WESTWOOD HOLDINGS GROUP INC$1.5M1
373Bank Julius Baer & Co. Ltd, Zurich$1.5M1
374B. Riley Wealth Advisors, Inc.$1.5M1
375MONETTA FINANCIAL SERVICES INC$1.5M1
376Graham Capital Management, L.P.$1.5M1
377Missouri Trust & Investment Co$1.5M1
378OneDigital Investment Advisors LLC$1.5M1
379CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.5M1
380Callan Family Office, LLC$1.5M1
381&PARTNERS$1.5M1
382Quantbot Technologies LP$1.4M1
383Atria Investments, Inc$1.4M1
384WASHINGTON CAPITAL MANAGEMENT, INC$1.4M1
385SCP Investment, LP$1.4M1
386PW Nova Financial Services LLC$1.4M1
387Bridgefront Capital, LLC$1.4M1
388HBK INVESTMENTS L P$1.4M1
389Ashton Thomas Private Wealth, LLC$1.4M1
390Laird Norton Wetherby Trust Company, LLC$1.3M1
391GREAT LAKES ADVISORS, LLC$1.3M1
392Aspire Growth Partners LLC$1.3M1
393Waverly Advisors, LLC$1.3M1
394MUFG Securities EMEA plc$1.3M1
395COMMERCE BANK$1.3M1
396ING GROEP NV$1.3M1
397Dai-ichi Life Insurance Company, Ltd$1.3M1
398CITIZENS FINANCIAL GROUP INC/RI$1.3M1
399Plato Investment Management Ltd$1.3M1
400OPAL CAPITAL LLC$1.2M1
401Vise Technologies, Inc.$1.2M1
402Saudi Central Bank$1.2M1
403Empirical Finance, LLC$1.2M1
404AGP FRANKLIN, LLC$1.2M1
405CACTI ASSET MANAGEMENT LLC$1.2M1
406KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
407ALTFEST L J & CO INC$1.2M1
408Everhart Financial Group, Inc.$1.2M1
409Illinois Municipal Retirement Fund$1.2M1
410Baker Avenue Asset Management, LP$1.2M1
411Private Advisor Group, LLC$1.1M1
412Schonfeld Strategic Advisors LLC$1.1M1
413ClearAlpha Technologies LP$1.1M1
414KDK Private Wealth Management, LLC$1.1M1
415Livforsakringsbolaget Skandia, Omsesidigt$1.1M1
416Bridgewater Associates, LP$1.1M1
417MinichMacGregor Wealth Management, LLC$1.1M1
418Leonteq Securities AG$1.1M1
419TWO SIGMA SECURITIES, LLC$1.1M1
420ARCADIA INVESTMENT MANAGEMENT CORP/MI$1.1M1
421Sterling Capital Management LLC$1.1M1
422Pinnacle Financial Partners, Inc.$1.1M1
423NOMURA HOLDINGS INC$1.1M1
424Pallas Capital Advisors LLC$1.1M1
425GUIDANCE CAPITAL, INC$1.1M1
426HENNESSY ADVISORS INC$1.1M1
427Argentarii, LLC$1.1M1
428BROWN ADVISORY INC$1.1M1
429NorthCrest Asset Manangement, LLC$1.0M1
430Apollon Wealth Management, LLC$1.0M1
431NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.0M1
432ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
433Lombard Odier Asset Management (Switzerland) SA$1.0M1
434EPG Wealth Management LLC$1.0M1
435MGO ONE SEVEN LLC$1.0M1
436Collaborative Fund Advisors, LLC$1.0M1
437Twin Tree Management, LP$995K1
438Aptus Capital Advisors, LLC$989K1
439denkapparat Operations GmbH$984K1
440Vestmark Advisory Solutions, Inc.$961K1
441North Dakota State Investment Board$946K1
442Chicago Partners Investment Group LLC$945K1
443Amova Asset Management Americas, Inc.$941K1
444LVW Advisors, LLC$940K1
445COLDSTREAM CAPITAL MANAGEMENT INC$916K1
446Meeder Advisory Services, Inc.$915K1
447MUFG SECURITIES AMERICAS INC.$904K1
448EVOLVE PRIVATE WEALTH, LLC$901K1
449Trexquant Investment LP$896K1
450SECURIAN ASSET MANAGEMENT, INC$886K1
451EP Wealth Advisors, LLC$882K1
452Allworth Financial LP$880K1
453AXQ CAPITAL, LP$866K1
454FIDELIS CAPITAL PARTNERS, LLC$863K1
455Applied Finance Capital Management, LLC$861K1
456Storgate, LLC$841K1
457Gradient Investments LLC$835K1
458TOCQUEVILLE ASSET MANAGEMENT L.P.$834K1
459Lido Advisors, LLC$828K1
460JOHNSON INVESTMENT COUNSEL INC$810K1
461D.A. DAVIDSON & CO.$801K1
462USA FINANCIAL FORMULAS$800K1
463Aaron Wealth Advisors LLC$799K1
464QUADRANT CAPITAL GROUP LLC$792K1
465CIDEL ASSET MANAGEMENT INC$792K1
466CHOREO, LLC$785K1
467ANCHOR CAPITAL ADVISORS LLC$785K1
468Clearbridge Investments, LLC$780K1
469Holowesko Partners Ltd.$780K1
470Gateway Wealth Partners, LLC$771K1
471Bull Harbor Capital LLC$769K1
472Lauterbach Financial Advisors, LLC$766K1
473Quantum Portfolio Management LLC$766K1
474ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$765K1
475Headlands Technologies LLC$763K1
476Connecticut Wealth Management, LLC$760K1
477Aprio Wealth Management, LLC$750K1
478OXFORD ASSET MANAGEMENT LLP$747K1
479Sunpointe, LLC$735K1
480Beacon Pointe Advisors, LLC$733K1
481Avidian Wealth Enterprises, LLC$730K1
482Rothschild Capital Partners, LLC$727K1
483Wedmont Private Capital$725K1
484Meiji Yasuda Asset Management Co Ltd.$723K1
485SIGNATUREFD, LLC$720K1
486Ballentine Partners, LLC$712K1
487Freestone Capital Holdings, LLC$705K1
488Clearstead Advisors, LLC$704K1
489Prospera Financial Services Inc$703K1
490MASTERINVEST Kapitalanlage GmbH$689K1
491Laurion Capital Management LP$678K1
492Fieldview Capital Management, LLC$673K1
493PRELUDE CAPITAL MANAGEMENT, LLC$669K1
494World Investment Advisors$667K1
495Kercheville Advisors, LLC$665K1
496GREENLEAF TRUST$663K1
497Frec Markets, Inc.$662K1
498EXCHANGE TRADED CONCEPTS, LLC$660K1
499Krilogy Financial LLC$645K1
500Capital International Sarl$643K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HAL

RETAINED WINDOW · ACTIVE HITS

Zero hits on HAL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HAL · financials and macro

Financials — as filed PLANNED

HAL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HAL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing