Halliburton Company
MX ˙ BMV ˙ US4062161017
SecurityMX:HAL / Halliburton Company
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership8,724 shares
Latest Disclosed Value $ 340,149
Sumitomo Life Insurance Co reports 2.24% increase in ownership of HAL / Halliburton Company

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 8,724 shares of Halliburton Company (MX:HAL) valued at $340,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,533 shares of Halliburton Company. This represents a change in shares of 2.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F HALLIBURTON CO COM Common 406216101 8,724 191 2.24 340 41.08 0.0080
2026-02-13 2025-12-31 13F HALLIBURTON CO COM Common 406216101 8,533 -109 -1.26 241 13.68 0.0066
2025-11-12 2025-09-30 13F HALLIBURTON CO COM Common 406216101 8,642 0 0.00 213 20.45 0.0066
2025-08-05 2025-06-30 13F HALLIBURTON CO COM Common 406216101 8,642 -375 -4.16 176 -22.81 0.0119
2025-05-02 2025-03-31 13F HALLIBURTON CO COM Common 406216101 9,017 -101 -1.11 229 -7.69 0.0082
2025-01-23 2024-12-31 13F HALLIBURTON CO COM Common 406216101 9,118 -364 -3.84 248 -10.18 0.0047
2024-10-16 2024-09-30 13F HALLIBURTON CO COM Common 406216101 9,482 264 2.86 275 -11.58 0.0054
2024-07-19 2024-06-30 13F HALLIBURTON CO COM Common 406216101 9,218 -1,290 -12.28 311 -24.88 0.0072
2024-04-26 2024-03-31 13F HALLIBURTON CO COM Common 406216101 10,508 -584 -5.27 414 3.50 0.0108
2024-01-30 2023-12-31 13F HALLIBURTON CO COM Common 406216101 11,092 -42 -0.38 401 -11.11 0.0125
2023-10-23 2023-09-30 13F HALLIBURTON CO COM Common 406216101 11,134 -589 -5.02 451 16.58 0.0127
2023-07-20 2023-06-30 13F HALLIBURTON CO COM Common 406216101 11,723 -979 -7.71 387 0.0170
2023-04-27 2023-03-31 13F HALLIBURTON CO COM Common 406216101 12,702 -167 -1.30 0 0.0338
2023-01-18 2022-12-31 13F HALLIBURTON CO COM Common 406216101 12,869 -827 -6.04 1 -100.00 0.0373
2022-10-31 2022-09-30 13F HALLIBURTON CO COM Common 406216101 13,696 -610 -4.26 337 -24.94 0.0143
2022-07-22 2022-06-30 13F HALLIBURTON CO COM Common 406216101 14,306 376 2.70 449 -14.96 0.0126
2022-04-27 2022-03-31 13F HALLIBURTON CO COM Common 406216101 13,930 -714 -4.88 528 57.61 0.0131
2022-02-04 2021-12-31 13F HALLIBURTON CO COM Common 406216101 14,644 -467 -3.09 335 2.45 0.0080
2021-10-25 2021-09-30 13F HALLIBURTON CO COM Common 406216101 15,111 -995 -6.18 327 -12.10 0.0087
2021-07-20 2021-06-30 13F HALLIBURTON CO COM Common 406216101 16,106 -2,336 -12.67 372 -6.06 0.0118
2021-04-27 2021-03-31 13F HALLIBURTON CO COM Common 406216101 18,442 -401 -2.13 396 11.24 0.0159
2021-02-05 2020-12-31 13F HALLIBURTON CO COM Common 406216101 18,843 -3,153 -14.33 356 34.34 0.0150
2020-10-29 2020-09-30 13F HALLIBURTON CO COM Common 406216101 21,996 -824 -3.61 265 -10.47 0.0123
2020-07-22 2020-06-30 13F HALLIBURTON CO COM Common 406216101 22,820 -616 -2.63 296 83.85 0.0159
2020-05-01 2020-03-31 13F HALLIBURTON CO COM Common 406216101 23,436 311 1.34 161 -71.55 0.0115
2020-01-24 2019-12-31 13F HALLIBURTON CO COM Common 406216101 23,125 834 3.74 566 34.76 0.0641
2019-10-24 2019-09-30 13F HALLIBURTON CO COM Common 406216101 22,291 -1,949 -8.04 420 -23.77 0.0546
2019-07-26 2019-06-30 13F HALLIBURTON CO COM Common 406216101 24,240 265 1.11 551 -21.51 0.0650
2019-04-17 2019-03-31 13F HALLIBURTON CO COM Common 406216101 23,975 -2,008 -7.73 702 1.59 0.0944
2019-01-24 2018-12-31 13F HALLIBURTON CO COM Common 406216101 25,983 114 0.44 691 -34.06 0.0958
2018-10-18 2018-09-30 13F HALLIBURTON CO COM Common 406216101 25,869 -394 -1.50 1,048 -11.41 0.2079
2018-07-23 2018-06-30 13F HALLIBURTON CO COM Common 406216101 26,263 973 3.85 1,183 -0.34 0.1451
2018-04-27 2018-03-31 13F HALLIBURTON CO COM Common 406216101 25,290 -1,112 -4.21 1,187 -7.98 0.1569
2018-02-01 2017-12-31 13F HALLIBURTON CO COM Common 406216101 26,402 -1,189 -4.31 1,290 1.57 0.1618
2017-10-17 2017-09-30 13F HALLIBURTON CO COM Common 406216101 27,591 -499 -1.78 1,270 5.83 0.1618
2017-07-27 2017-06-30 13F HALLIBURTON CO COM Common 406216101 28,090 1,184 4.40 1,200 -9.37 0.1565
2017-04-26 2017-03-31 13F HALLIBURTON CO COM Common 406216101 26,906 -1,670 -5.84 1,324 -14.36 0.1872
2017-01-27 2016-12-31 13F HALLIBURTON CO COM Common 406216101 28,576 635 2.27 1,546 23.29 0.2204
2016-10-25 2016-09-30 13F HALLIBURTON CO COM Common 406216101 27,941 -3,354 -10.72 1,254 -11.50 0.1861
2016-07-15 2016-06-30 13F HALLIBURTON CO COM Common 406216101 31,295 -1,101 -3.40 1,417 22.47 0.1942
2016-04-26 2016-03-31 13F HALLIBURTON CO COM Common 406216101 32,396 -981 -2.94 1,157 1.85 0.1505
2016-01-21 2015-12-31 13F HALLIBURTON CO COM Common 406216101 33,377 -787 -2.30 1,136 -5.96 0.1434
2015-10-22 2015-09-30 13F HALLIBURTON CO COM Common 406216101 34,164 -870 -2.48 1,208 -19.95 0.1603
2015-07-29 2015-06-30 13F HALLIBURTON CO COM Common 406216101 35,034 -4,336 -11.01 1,509 -12.67 0.1839
2015-04-30 2015-03-31 13F HALLIBURTON CO COM Common 406216101 39,370 39,370 0.00 1,728 0.1906
2015-02-04 2014-12-31 13F HALLIBURTON CO COM Common 406216101 0 -45,942 -100.00 0 -100.00
2014-11-04 2014-09-30 13F HALLIBURTON CO COM Common 406216101 45,942 -1,260 -2.67 2,964 -11.58 0.2898
2014-07-30 2014-06-30 13F HALLIBURTON CO COM Common 406216101 47,202 247 0.53 3,352 21.23 0.3205
2014-05-02 2014-03-31 13F HALLIBURTON CO COM Common 406216101 46,955 -3,965 -7.79 2,765 7.00 0.2684
2014-02-07 2013-12-31 13F HALLIBURTON CO COM Common 406216101 50,920 -2,817 -5.24 2,584 -0.12 0.2326
2013-11-13 2013-09-30 13F HALLIBURTON CO COM Common 406216101 53,737 -2,049 -3.67 2,587 11.17 0.2411
2013-08-08 2013-06-30 13F HALLIBURTON CO COM Common 040621610 55,786 55,786 2,327 0.2228
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.