HAL
HALLIBURTON COMPANYMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2013 | 51Q | $44 | $43 | -3% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $30 | $43 | +45% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2025 | Q1 2026 | → $34 | +64% |
| Maverick Capital 2× in & out | Q2 2021 | Q1 2022 | → $30 | +37% |
| Duquesne Family Office 5× in & out | Q1 2017 | Q3 2017 | → $34 | -29% |
| Viking Global Investors | Q1 2016 | Q2 2016 | → $33 | +35% |
| JANA Partners | Q1 2014 | Q2 2014 | → $51 | +20% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at HALLIBURTON CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 18, 2026 — the most recent Form 4 on file — not from today.
- Form 40001832674-26-000016May 18, 2026
- Form 40002107660-26-000005May 6, 2026
- Form 40001914276-26-000003May 1, 2026
- Form 40001595098-26-000013May 1, 2026
- Form 40001841752-26-000007Mar 31, 2026
- Form 40001558667-26-000012Mar 30, 2026
- Form 40001832674-26-000013Mar 17, 2026
- Form 40001970357-26-000010Mar 17, 2026
- Form 40001595098-26-000010Mar 9, 2026
- Form 40001595098-26-000008Mar 6, 2026
- Form 40001901659-26-000008Mar 6, 2026
- Form 40002102911-26-000017Mar 6, 2026
- Form 40001970357-26-000008Mar 6, 2026
- Form 40001350647-26-000008Mar 6, 2026
- Form 40001832674-26-000011Mar 6, 2026
Fundamentals
XBRL · HALLIBURTON COMPANYAnnual figures sourced directly from HALLIBURTON COMPANY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for HALLIBURTON CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 20, 2026
- 10-QQuarterly reportApr 24, 2026
- 8-KMaterial eventApr 21, 2026
- DEF 14AProxy statementMar 31, 2026
- 8-K/A8-K/A LEACH COMMITTEE APPOINTMENTSFeb 11, 2026
- 10-KAnnual reportFeb 6, 2026
- 8-KMaterial eventJan 21, 2026
- 8-KMaterial eventJan 14, 2026
- 8-KMaterial eventDec 4, 2025
- 8-K8-K DIRECTOR APPOINTMENTDec 2, 2025
- 10-QQuarterly reportOct 24, 2025
- 8-KMaterial eventOct 21, 2025
- 8-K8-K VOLTAGRIDOct 14, 2025
- 8-KMaterial eventAug 20, 2025
- 10-QQuarterly reportJul 25, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $34 | $43 | +28% |
| Bridgewater Associates | Q4 2025 | open | $27 | $40 | +50% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $21 | $34 | +64% |
| Two Sigma Investments | Q2 2025 | open | $20 | $43 | +109% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $20 | $21 | +2% |
| Citadel Advisors | Q3 2024 | open | $30 | $43 | +45% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $30 | $25 | -14% |
| D.E. Shaw | Q3 2024 | open | $30 | $43 | +45% |
| AQR Capital Management | Q3 2024 | open | $30 | $43 | +45% |
| Millennium Management | Q3 2024 | open | $30 | $43 | +45% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $30 | $29 | -2% |
| Bridgewater Associates | Q2 2023 | Q2 2025 | $27 | $21 | -23% |
| Bridgewater Associates | Q1 2022 | Q1 2023 | $30 | $37 | +23% |
| Maverick Capital | Q2 2021 | Q1 2022 | $22 | $30 | +37% |
| Duquesne Family Office | Q1 2017 | Q3 2017 | $47 | $34 | -29% |
| Duquesne Family Office | Q3 2016 | Q4 2016 | $37 | $40 | +9% |
| Viking Global Investors | Q1 2016 | Q2 2016 | $25 | $33 | +35% |
| Duquesne Family Office | Q3 2015 | Q4 2015 | $34 | $31 | -11% |
| Maverick Capital | Q1 2015 | Q3 2015 | $36 | $34 | -6% |
| Duquesne Family Office | Q3 2014 | Q4 2014 | $54 | $44 | -18% |
| JANA Partners | Q1 2014 | Q2 2014 | $43 | $51 | +20% |
| Duquesne Family Office | Q4 2013 | Q2 2014 | $45 | $51 | +14% |
| Bridgewater Associates | Q4 2013 | Q4 2014 | $44 | $43 | -3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.