Halliburton Company: shareholders and insiders

HALNYSEEnergy · Oil & Gas Field Services, NEC

Price

$33.78

November 13, 2026Market cap $28.3B

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  • The full history: 17 fiscal years, from 2009
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

Sign in with a free account to see the last 5 fiscal years.

Insiders and their shares

Purchases and sales by officers and directors from Nov 15, 2025 to Nov 2, 2026, from their own Form 4 filings.

9 Form 4s

Bought on the market

–

nobody

Sold on the market

$38M

9 people

From Nov 15, 2025 to Nov 15, 2026, the days the chart shows. Change its range and the figures follow.

How the sales were made, as a share of their value

  • Under a set plan99%
  • The rest1%

By year

Insiders' open-market purchases (up) and sales (down), by value, since Nov 15, 2025, on a log scale: each gridline is ten times the last. From the SEC's quarterly data sets of Form 4 filings.

2026·no buys·sold $38M by 9 people

  • 2025: no buys, sold $246.9K by 1 person
  • 2026: no buys, sold $38M by 9 people
  • Oct 30, 2026Michael Casey MaxwellPresident - Western Hemisphere
    Kind
  • Aug 31, 2026Eric CarreEVP & Chief Financial Officer
    Kind10b5-1
  • Aug 19, 2026Jeffrey Shannon SlocumDirector, EVP and COO
    Kind10b5-1
  • Aug 18, 2026Jeffrey Shannon SlocumDirector, EVP and COO
    Kind10b5-1
  • Aug 18, 2026Jeffrey Allen MillerDirector, President & CEO
    Kind10b5-1
  • Jun 18, 2026Eric CarreEVP & Chief Financial Officer
    Kind10b5-1
  • May 15, 2026Van H. BeckwithEVP, Secretary and CLO
    Kind10b5-1
  • May 5, 2026Michael Casey MaxwellPresident - Western Hemisphere
    Kind10b5-1
  • May 5, 2026Michael Casey MaxwellPresident - Western Hemisphere
    Kind10b5-1
  • Apr 30, 2026Timothy McKeonSenior VP and Treasurer
    Kind10b5-1
  • Apr 30, 2026Tobi M. Young
    Kind
  • Apr 30, 2026Tobi M. Young
    Kind
  • Mar 27, 2026Jeffrey Allen MillerDirector, President & CEO
    Kind10b5-1
  • Mar 16, 2026Van H. BeckwithEVP, Secretary and CLO
    Kind10b5-1
  • Mar 16, 2026Jeffrey Shannon SlocumDirector, EVP and COO
    Kind10b5-1
  • Mar 6, 2026Timothy McKeonSenior VP and Treasurer
    Kind10b5-1
  • Jan 26, 2026Margaret Katherine Banks
    Kind
  • Jan 23, 2026Jeffrey Allen MillerDirector, President & CEO
    Kind10b5-1
  • Jan 23, 2026Van H. BeckwithEVP, Secretary and CLO
    Kind10b5-1
  • Jan 9, 2026Van H. BeckwithEVP, Secretary and CLO
    Kind10b5-1
  • Jan 9, 2026Jeffrey Shannon SlocumDirector, EVP and COO
    Kind10b5-1
  • Jan 5, 2026Lawrence J PopeEVP and Chief Admin Officer
    Kind10b5-1

From the Form 4s insiders file with the SEC within two business days of each trade. Before Jun 22, 2026 the table lists open-market purchases and sales only (no grants, option exercises or tax withholding), from the SEC's quarterly data sets. The 10b5-1 mark comes from the form's own box (since April 2023) or from a footnote of the filing that names the plan, where there is one.

Insiders and their shares

Every buy and sale by HAL's officers and directors from 2006 up to November 14, 2025, 20 more calendar years

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Major holders (over 5%)

Whoever comes to own more than 5% of a class of shares reports it to the SEC on Schedule 13D or 13G. Here is each holder's latest filing.

3 Holders over 5%Oct 30, 2026 Latest filing
  • BlackRock, Inc.
    Share of class8.10%
  • Vanguard Capital Management
    Share of class7.17%
  • Vanguard Portfolio Management
    Share of class5.36%
Fell to 5% or less (3)

Holders whose latest filing says they hold 5% or less. After it they need not file again, so what they hold today is not known.

  • Capital Research Global Investors1.00%Jul 6, 202613G/A
  • The Vanguard Group0.00%Mar 27, 202613G/A
  • Capital World Investors2.00%Aug 13, 202513G/A

From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.

Well-known managers

Which of the about 30 investment managers we track held the shares at the quarter end, and what they changed from the quarter before.

Sep 30, 2026 quarter end
  • Bridgewater (Dalio)
    In the quarter×55.4
  • Point72 (Cohen)
    In the quarter+397%
  • AQR Capital
    In the quarter+68%
  • Citadel Advisors (Griffin)
    In the quarter+38%
  • Millennium Mgmt (Englander)
    In the quarter-57%
  • Renaissance Technologies
    In the quarter
  • D.E. Shaw
    In the quarter+79%

From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).

Short interest

How many of the company's shares have been sold borrowed and not yet bought back, twice a month.

On Oct 15, 2026, 3.95% of its shares outstanding were held short, -2.8% since the report before.

Shares held short
33.07M
3.95%
Since the report before34.03M on Sep 30, 2026
-2.8%
4.1
8.11M
More days to cover thanof 4,578 US-listed companies with enough volume
49%
Report date
Oct 15, 2026
  • Oct 31, 2023: Shares held short 14.21M
  • Nov 15, 2023: Shares held short 14.91M
  • Nov 30, 2023: Shares held short 15.28M
  • Dec 15, 2023: Shares held short 19.29M
  • Dec 29, 2023: Shares held short 19.48M
  • Jan 12, 2024: Shares held short 21.19M
  • Jan 31, 2024: Shares held short 22.14M
  • Feb 15, 2024: Shares held short 21.41M
  • Feb 29, 2024: Shares held short 22.26M
  • Mar 15, 2024: Shares held short 23.07M
  • Mar 28, 2024: Shares held short 23.74M
  • Apr 15, 2024: Shares held short 24.85M
  • Apr 30, 2024: Shares held short 22.57M
  • May 15, 2024: Shares held short 24.66M
  • May 31, 2024: Shares held short 23.38M
  • Jun 14, 2024: Shares held short 24.63M
  • Jun 28, 2024: Shares held short 36.81M
  • Jul 15, 2024: Shares held short 35.24M
  • Jul 31, 2024: Shares held short 27.15M
  • Aug 15, 2024: Shares held short 25.70M
  • Aug 30, 2024: Shares held short 25.23M
  • Sep 13, 2024: Shares held short 25.12M
  • Sep 30, 2024: Shares held short 26.36M
  • Oct 15, 2024: Shares held short 23.27M
  • Oct 31, 2024: Shares held short 21.82M
  • Nov 15, 2024: Shares held short 22.06M
  • Nov 29, 2024: Shares held short 23.20M
  • Dec 13, 2024: Shares held short 23.62M
  • Dec 31, 2024: Shares held short 29.44M
  • Jan 15, 2025: Shares held short 29.45M
  • Jan 31, 2025: Shares held short 27.43M
  • Feb 14, 2025: Shares held short 25.33M
  • Feb 28, 2025: Shares held short 20.50M
  • Mar 14, 2025: Shares held short 27.04M
  • Mar 31, 2025: Shares held short 23.59M
  • Apr 15, 2025: Shares held short 19.96M
  • Apr 30, 2025: Shares held short 23.42M
  • May 15, 2025: Shares held short 32.08M
  • May 30, 2025: Shares held short 26.32M
  • Jun 13, 2025: Shares held short 29.73M
  • Jun 30, 2025: Shares held short 36.67M
  • Jul 15, 2025: Shares held short 35.89M
  • Jul 31, 2025: Shares held short 29.24M
  • Aug 15, 2025: Shares held short 33.94M
  • Aug 29, 2025: Shares held short 31.06M
  • Sep 15, 2025: Shares held short 26.59M
  • Sep 30, 2025: Shares held short 25.95M
  • Oct 15, 2025: Shares held short 26.58M
  • Oct 31, 2025: Shares held short 20.35M
  • Nov 14, 2025: Shares held short 20.42M
  • Nov 28, 2025: Shares held short 22.99M
  • Dec 15, 2025: Shares held short 27.62M
  • Dec 31, 2025: Shares held short 26.32M
  • Jan 15, 2026: Shares held short 32.53M
  • Jan 30, 2026: Shares held short 35.54M
  • Feb 13, 2026: Shares held short 38.17M
  • Feb 27, 2026: Shares held short 37.87M
  • Mar 13, 2026: Shares held short 36.82M
  • Mar 31, 2026: Shares held short 31.28M
  • Apr 15, 2026: Shares held short 27.87M
  • Apr 30, 2026: Shares held short 30.04M
  • May 15, 2026: Shares held short 31.97M
  • May 29, 2026: Shares held short 32.14M
  • Jun 15, 2026: Shares held short 33.15M
  • Jun 30, 2026: Shares held short 31.71M
  • Jul 15, 2026: Shares held short 34.57M
  • Jul 31, 2026: Shares held short 35.34M
  • Aug 14, 2026: Shares held short 30.90M
  • Aug 31, 2026: Shares held short 34.16M
  • Sep 15, 2026: Shares held short 34.81M
  • Sep 30, 2026: Shares held short 34.03M
  • Oct 15, 2026: Shares held short 33.07M

As brokers report them to the regulator twice a month, mid-month and at month end, published about eight business days later. A short position is shares sold borrowed and not yet bought back. The share count is the one the company's market value is figured on, from its filings. Days to cover is the shares held short over the average daily volume of the weeks between two reports.

Short sales in daily trading47.2% of the shares in the last 14 sessions' reported trades were short sales.

In the last 14 sessions, 47.2% of the shares in the reported trades were short sales, against 47.9% in the 14 before.

Last 14 sessionsOct 27, 2026 – Nov 13, 2026
47.2%
The 14 beforeOct 7, 2026 – Oct 26, 2026
47.9%
Change
-0.7 pts
Short sales a dayon average, of 3.11M shares
1.47M
More than atof 3,649 US-listed companies, same days
39%
Median of alleight in ten from 34.6% to 63.4%
50.1%
  • Oct 7, 2026: Short sales 37%
  • Oct 8, 2026: Short sales 37.6%
  • Oct 9, 2026: Short sales 24%
  • Oct 12, 2026: Short sales 23.5%
  • Oct 13, 2026: Short sales 37.9%
  • Oct 14, 2026: Short sales 36.9%
  • Oct 15, 2026: Short sales 55.7%
  • Oct 16, 2026: Short sales 52.3%
  • Oct 19, 2026: Short sales 60.1%
  • Oct 20, 2026: Short sales 62.5%
  • Oct 21, 2026: Short sales 60.9%
  • Oct 22, 2026: Short sales 53.9%
  • Oct 23, 2026: Short sales 32.9%
  • Oct 26, 2026: Short sales 42.8%
  • Oct 27, 2026: Short sales 47.1%
  • Oct 28, 2026: Short sales 56.6%
  • Oct 29, 2026: Short sales 48.4%
  • Oct 30, 2026: Short sales 52.6%
  • Nov 2, 2026: Short sales 51.2%
  • Nov 3, 2026: Short sales 51.9%
  • Nov 4, 2026: Short sales 53.4%
  • Nov 5, 2026: Short sales 43.1%
  • Nov 6, 2026: Short sales 47.8%
  • Nov 9, 2026: Short sales 40.6%
  • Nov 10, 2026: Short sales 38.8%
  • Nov 11, 2026: Short sales 42.3%
  • Nov 12, 2026: Short sales 37.6%
  • Nov 13, 2026: Short sales 44.1%

This is not the number of shares sold short today: it measures short sales within each day's trading, and only trades made off the exchanges. Much of it is market makers, who sell shares they do not have to fill buyers' orders and cover soon after, so for a heavily traded stock the share is often around half.

What the insiders hold

The shares each insider reports holding after their latest trade (Form 4), for those who traded on the market in the last three years.

2.53M Insiders' shares0.30% Of the company
  • Jeffrey Allen MillerDirector, President & CEO
    Directly889.4K
  • Mark RichardPresident - Western Hemisphere
    Directly452.4K
  • Lawrence J PopeEVP and Chief Admin Officer
    Directly419.8K
  • Van H. BeckwithEVP, Secretary and CLO
    Directly146.2K
  • Eric CarreEVP & Chief Financial Officer
    Directly124.1K
  • Jeffrey Shannon SlocumDirector, EVP and COO
    Directly118.7K
  • Charles Geer Jr.SVP & Chief Accounting Officer
    Directly97.1K
  • Michael Casey MaxwellPresident - Western Hemisphere
    Directly86.4K
  • Timothy McKeonSenior VP and Treasurer
    Directly73.0K
  • Myrtle L JonesSenior Vice Pres - Tax
    Directly38.6K
  • Jill D. SharpSVP Internal Assurance Svcs.
    Directly33.3K
  • Janet L WeissDirector
    Directly18.8K
  • Tobi M. YoungDirector
    Directly15.8K
  • Margaret Katherine BanksDirector
    Directly14.0K

A lower bound: it counts only the 14 officers and directors with a market trade since Nov 16, 2023. Anyone who neither bought nor sold since is not here, whatever they hold. The share is against the share count on the latest 10-K's cover.

10b5-1 trading plans

Since 2023 every 10-Q and 10-K says which insiders adopted or ended a trading plan (Rule 10b5-1) in the quarter: when, for how many shares, until when. A plan explains the sales that follow months before they show up on Form 4.

10 Adopted in the last 12 months15 Filings read
  • Jill D. SharpSenior Vice President, Internal Assurance Services
    What happenedAdoptedAug 5, 2026
    Shares50.9K
  • Eric J. CarreExecutive Vice President and Chief Financial Officer
    What happenedAdoptedMay 19, 2026
    Shares249.6K
  • Van H. BeckwithExecutive Vice President, Secretary and Chief Legal Officer
    What happenedAdoptedMay 19, 2026
    Shares28.7K
  • Jeffrey A. MillerChairman of the Board, President and Chief Executive Officer
    What happenedAdoptedMay 13, 2026
    Shares966.4K
  • Timothy M. McKeonSenior Vice President and Treasurer
    What happenedAdoptedMay 11, 2026
    Shares36.2K
  • J. Shannon SlocumDirector, Executive Vice President and Chief Operating Officer
    What happenedAdoptedMay 8, 2026
    Shares154.1K
  • Lawrence J. PopeExecutive Vice President and Chief Administrative Officer
    What happenedAdoptedMay 8, 2026
    Shares255.5K
  • Rami M. YassinePresident, Eastern Hemisphere
    What happenedAdoptedApr 24, 2026
    Shares58.6K
  • Eric J. CarreExecutive Vice President and Chief Financial Officer
    What happenedAdoptedMar 18, 2026
    Shares189.0K
  • M. Casey MaxwellPresident, Western Hemisphere
    What happenedAdoptedFeb 3, 2026
    Shares20.3K

As the company states them in Item 9B of the 10-K and Part II, Item 5 of the 10-Q, with structured data. A plan allows sales on preset dates and prices. It does not say whether all of them will be executed.

Executive pay

From the Pay versus Performance table every company puts in its proxy statement since 2023: what the chief executive was paid, what was actually paid once the shares vest at year-end values, and how the stock did against the peer group the company itself picked.

2025 Latest year6 Years on record

$17M

Actually paid: $19M

$6.0M

Actually paid: $6.7M

$164

Peers: $182

Return on Capital Employed (ROCE)

From the proxy statement (DEF 14A) of Mar 31, 2026, as filed with the SEC with structured data. Pay in dollars. The company picks its own peer group and measure. DEF 14A

Share repurchases

How many of its own shares the company bought each quarter, at what average price, for how much, and what remains of the program its board authorized, from the table it puts in every 10-Q and 10-K.

$863M Repurchases over 4 quarters$1.7B Left in the program
  • Jun 30, 202610-Q
    Amount$235M
  • Mar 31, 202610-Q
    Amount$115M
  • Dec 31, 202510-K
    Amount$254M
  • Sep 30, 202510-Q
    Amount$259M
  • Jun 30, 202510-Q
    Amount$265M
  • Mar 31, 202510-Q
    Amount$270M
  • Dec 31, 202410-K
    Amount$310M
  • Sep 30, 202410-Q
    Amount$210M

From the "Issuer Purchases of Equity Securities" table of the 10-Qs and 10-Ks, read without a model. Only the quarters whose shares times average price agree with the cash the company says it paid for repurchases in its cash-flow statement are shown. The shares include those withheld for officers' taxes. A quarter with an accelerated repurchase shows the table's shares and the cash paid, without an average price. 8 filing(s) not shown, as the table was not read or did not agree with the cash.

The shareholders' vote on pay

The advisory say-on-pay vote at each annual meeting, as the company states it in the 8-K it files after the meeting: how many voted for and against the executives' pay. 90% is the norm. Under 70% proxy advisers expect the board to respond the next year.

96.5% For in 20266 Votes on record
  • 2026May 20, 2026
    For
    96.5%
  • 2025May 21, 2025
    For
    94.5%
  • 2024May 15, 2024
    For
    96.9%
  • 2023May 19, 2023
    For
    78.9%
  • 2022May 19, 2022
    For
    46.3%
  • 2021May 21, 2021
    For
    46.3%

From the 8-K (item 5.07) the company files after each annual meeting since 2021, read from the filing's text without a model. A company that votes every three years has empty years. The vote is advisory: the board is not bound by it.

The ETFs that hold it

Which of the 269 US equity ETFs we track hold the stock, and at what weight, from the funds' N-PORT filings.

46 ETFs holding it6.45% The largest weight (OIH)
  • OIHVanEck Oil Services ETF
    Weight in the fund6.45%
  • FXNFirst Trust Energy AlphaDEX Fund
    Weight in the fund2.17%
  • XLEState Street(R) Energy Select Sector SPDR(R) ETF
    Weight in the fund1.70%
  • FTXNFirst Trust Nasdaq Oil & Gas ETF
    Weight in the fund1.53%
  • IYEiShares U.S. Energy ETF
    Weight in the fund1.18%
  • VDEVanguard Energy Index Fund
    Weight in the fund1.17%
  • FENYFidelity MSCI Energy Index ETF
    Weight in the fund1.10%
  • IXCiShares Global Energy ETF
    Weight in the fund0.88%
  • DGRWWisdomTree U.S. Quality Dividend Growth Fund
    Weight in the fund0.84%
  • VOEVanguard Mid-Cap Value Index Fund
    Weight in the fund0.44%

46 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.

Institutional investors by quarter

Every manager that reports positions to the SEC (Form 13F), quarter by quarter: how many hold the stock, how many shares and dollars between them, and who entered, left, added or trimmed during the quarter.

1,201 Managers, Q2 2026$25.0B Value of their positions
  • Q3 2025: Managers 921
  • Q4 2025: Managers 1,016
  • Q1 2026: Managers 1,204
  • Q2 2026: Managers 1,201

Institutional investors by quarter

The fund managers holding HAL, quarter by quarter, from Q1 2013 to Q2 2025, 50 more quarters

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Q2 2026: 1,201 managers held 735M shares, worth $25.0B. During the quarter 145 opened a position, 148 closed one, 485 added and 372 trimmed.

The largest holders, Q2 2026

  • BlackRock
    In the quarter-0.7%
  • State Street
    In the quarter+4.5%
  • Vanguard Capital Management
    In the quarter+0.3%
  • Vanguard Portfolio Management
    In the quarter+2.0%
  • Geode Capital Management
    In the quarter-1.4%
  • Morgan Stanley
    In the quarter-3.5%
  • AQR Capital
    In the quarter+68%
  • Qube Research & Technologies
    In the quarter
  • Goldman Sachs Group
    In the quarter+17%
  • Citigroup
    In the quarter+12%

From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.

The full analysis

What do Halliburton's filings show?

Who buys and sells is one part of Halliburton's picture. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about HAL's shareholders

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Ask us
Have HAL's insiders bought or sold?

From Jun 22, 2026 to Nov 2, 2026 Halliburton's insiders bought 0 and sold $8.6M of shares on the market. 100% of the sales were under set 10b5-1 plans.

Which well-known managers hold HAL?

7 of the managers we track held the shares on Sep 30, 2026. The largest position was AQR Capital's, worth $403M.

Is every insider transaction a purchase or a sale?

No. Many are part of their pay: share awards, option exercises and shares the company keeps for the tax. Only code P is a purchase with their own money, and code S a sale on the market.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.