Halliburton Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BRSE:HAL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
05 Mar 24	SellCHF 155,936	Margaret Banks	Individual		5,000	CHF 31.19

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HAL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	1,139,117	0.129%
Individual Insiders	3,838,013	0.435%
General Public	89,243,642	10.1%
Institutions	788,607,743	89.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.9%	Capital Research and Management Company	131,181,521	CHF 3.2b	-0.88%	0.17%
11.7%	The Vanguard Group, Inc.	103,615,293	CHF 2.5b	3.33%	0.04%
9.29%	BlackRock, Inc.	82,045,919	CHF 2.0b	11.9%	0.04%
6.53%	State Street Global Advisors, Inc.	57,635,033	CHF 1.4b	6.57%	0.06%
5.01%	T. Rowe Price Group, Inc.	44,186,483	CHF 1.1b	-27.7%	0.11%
2.71%	Sanders Capital, LLC	23,944,725	CHF 577.0m	1.06%	0.94%
2.32%	Geode Capital Management, LLC	20,457,856	CHF 493.0m	0.81%	0.04%
1.68%	Perpetual Limited	14,806,917	CHF 356.8m	-0.06%	1.14%
1.54%	Pacer Advisors, Inc.	13,631,188	CHF 328.5m	17,300%	0.86%
1.41%	Norges Bank Investment Management	12,406,855	CHF 299.0m	12.1%	0.03%
1.16%	Boston Partners Global Investors, Inc.	10,265,087	CHF 247.4m	-3.51%	0.18%
1.14%	Dimensional Fund Advisors LP	10,087,115	CHF 243.1m	20%	0.04%
0.96%	UBS Asset Management AG	8,488,123	CHF 204.5m	24%	0.02%
0.95%	Wellington Management Group LLP	8,419,781	CHF 202.9m	5.46%	0.04%
0.93%	Northern Trust Global Investments	8,235,847	CHF 198.5m	-0.71%	0.03%
0.87%	Legal & General Investment Management Limited	7,702,236	CHF 185.6m	8.9%	0.04%
0.82%	BNY Asset Management	7,266,719	CHF 175.1m	1.04%	0.04%
0.8%	Morgan Stanley, Investment Banking and Brokerage Investments	7,027,668	CHF 169.4m	-11.6%	0.02%
0.7%	Invesco Capital Management LLC	6,213,047	CHF 149.7m	45.1%	0.07%
0.66%	Eaton Vance Management	5,806,259	CHF 139.9m	0%	0.04%
0.65%	Charles Schwab Investment Management, Inc.	5,712,344	CHF 137.7m	0%	0.03%
0.62%	FMR LLC	5,476,679	CHF 132.0m	0.58%	0.01%
0.61%	Amundi Asset Management SAS	5,406,030	CHF 130.3m	-15.9%	0.03%
0.51%	Thrivent Investment Management Inc.	4,524,734	CHF 109.0m	11.5%	0.23%
0.48%	Brandes Investment Partners, LP	4,279,478	CHF 103.1m	15.1%	0.86%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/11/03 16:55
End of Day Share Price	2024/08/06 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Halliburton Company is covered by 85 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
William Selesky	Argus Research Company
Waqar Syed	ATB Capital Markets
Finbarr MacCarthy	Atlantic Equities LLP