Halliburton Company

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,172 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Holdings are empty by design, a sourced finding rather than a gap. The Q2 2026 10-Q and FY2025 10-K were both searched for 'equity method', 'unconsolidated affiliate', 'joint venture', 'noncontrolling interest', 'variable interest entit', 'significant influence', 'cost method', 'equity investments', 'we own' and 'consolidated subsidiar'. Both filings state, as an accounting policy, that investments in companies where Halliburton exercises significant influence without control are accounted for using the equity method, and that equity in earnings/losses of unconsolidated affiliates flows through cost of services and cost of sales, but neither filing ever names a specific investee, joint venture, or affiliate, and neither carries a distinct 'investments in unconsolidated affiliates' balance sheet line: any such balance would sit inside 'Other assets' ($2,177 million at 31 Dec 2025 per the 10-K balance sheet), which is not broken out by component. The FY2025 10-K's Note on impairments and other charges shows a one-time '$50 million equity in earnings loss' for 2025 (part of an $831 million total pre-tax charge) but does not name which affiliate produced it. 'Joint venture' returns 14 hits in the 10-K, all in risk-factor boilerplate about how joint ventures generally could hurt the business; no named venture, ownership percentage, or dollar figure is given anywhere. Per the rule against sizing a combined or unnamed balance, and against including risk-factor boilerplate as a holding, no holdings rows are recorded.
• Noncontrolling interest in consolidated subsidiaries ($44 million at 31 Dec 2025, $42 million at 31 Dec 2024, per both the 10-K and 10-Q balance sheets) is the opposite direction from a holding: it is the portion of Halliburton's own consolidated subsidiaries held by outside minority partners, not an interest Halliburton holds in someone else. No subsidiary or partner is named, and the amount is immaterial relative to Halliburton's roughly $25 billion balance sheet, so it is noted here rather than converted into an invented holdings row.
• Halliburton has a single class of common stock ($2.50 par value, one vote per share) and no dual-class or founder-control structure. No stock split was found in the period covered by the 10-Q, 10-K or proxy.
• Register cross-check against the proxy's own 5%-holder table. The 2026 proxy's 'Ownership of Certain Beneficial Owners' table (based on Schedules 13G filed with the SEC, no explicit as-of date stated in the proxy text itself; the most recent SC 13G/A on Halliburton's EDGAR filing history predates the proxy by well over a year, filed 12 Nov 2024) lists four holders: Capital Research Global Investors 110,276,085 shares (13.10%), The Vanguard Group 105,244,143 shares (11.92%), BlackRock, Inc. 70,125,502 shares (8.10%), State Street Corporation 55,117,076 shares (6.16%). The register instead uses each manager's Q2 2026 Form 13F-HR (30 Jun 2026 position date), which is materially more current. For Vanguard and BlackRock the 13F-based figures are close to or higher than the stale 13G figures (91.95m and 82.84m respectively, reflecting Vanguard's post-2026 successor-entity restructuring and BlackRock's index growth). For 'Capital Research Global Investors' the gap is large and in the other direction: the stale 13G figure of 110,276,085 shares is nearly 7x the 8,651,999 shares that CIK 0001422848 alone reports on its Q2 2026 13F-HR. The most likely explanation is that the SC 13G, unlike the 13F, was filed to reflect the ENTIRE Capital Group complex's aggregate beneficial ownership across all its investment divisions and client funds under Capital Research Global Investors' name, whereas each of the three Capital Group 13F filers (Capital World Investors, Capital International Investors, Capital Research Global Investors) reports only its own slice. Even after checking and summing all three Capital Group 13F entities (16,219,044 shares combined), the current figure remains well below the proxy's stale 13G number. Both figures are reported: the 13F-based roll-up in the register (dated and matched to a single filer basis) and this reconciliation note, per the rule to reconcile rather than overwrite.
• Dodge & Cox and Berkshire Hathaway Inc. were checked directly against their Q2 2026 Form 13F-HR filings (accession 0001193125-26-349535 and 0001193125-26-352200 respectively) per the brief's warning that concentrated non-index holders can be missed; neither filing contains a HALLIBURTON row. Wellington Management Group LLP was also checked and does hold HAL, but only 1,867,126 shares (0.22%), too small for the top-12 cut but included in the register regardless since it was specifically checked.
• Percentages are computed against 833,130,367 common shares outstanding as of 17 Jul 2026 (Q2 2026 10-Q cover page, filed 24 Jul 2026) for every register row, including the two proxy-sourced insider rows (the proxy itself only states 'less than 1%' for insiders rather than a precise figure).
• Market capitalization of $29.01 billion, share price of $34.83, and shares outstanding of 833.13 million are stockanalysis.com's figures as of 18 Aug 2026, intraday (market open). The shares-outstanding figure matches the 10-Q cover page's 833,130,367 count closely, cross-checking the aggregator against the filed figure.
• Self-gate check, computed with the chart's exact arithmetic: 13 register rows. Jeffrey A. Miller's row rolls up into the 22-person officers/directors group, so the group is charted at its residual of 4,742,722 minus 1,369,482 = 3,373,240 while Miller's row counts at full value separately; every other row (all 11 institutional 13F rows) counts at full value with no aggregation. Total: 315,380,190 shares against 833,130,367 shares outstanding, or 37.85%, within the expected 25 to 45 percent range.