• HALLIBURTON CO Ownership Breakdown

  • Ownership Breakdown: HAL

    as of 7/23/08
    Large Block Holder Type Number  
    Institutions 976
     
    Total Number of Shares Held
    872.37 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 1,995
    Other Major 18
    Total Number of Large Block Holders 2,989
  • Top 10 Institutional Holders: HAL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Wellington Management Company, LLP 49.25 M 1.94 B 0.62% 5.65% Low
    State Street Global Advisors (US) 39.8 M 1.57 B 0.30% 4.56% Low
    Barclays Global Investors, N.A. 29.52 M 1.16 B 0.16% 3.38% Low
    Fidelity Management & Research 28.42 M 1.12 B 0.16% 3.26% Low
    Capital Research Global Investors 27.69 M 1.09 B 0.23% 3.17% Medium
    Vanguard Group, Inc. 26.91 M 1.06 B 0.19% 3.08% Low
    Victory Capital Management Inc. 17.47 M 687.06 M 2.11% 2.00% Low
    UBS Global Asset Management (Americas), Inc. 16.35 M 643.12 M 1.43% 1.87% Low
    Capital World Investors 13.27 M 521.80 M 0.12% 1.52% Medium
    UBS Global Asset Management (Switzerland) 12.63 M 496.73 M 0.45% 1.45% Low

    Total % of Shares Owned by:

    Top 10 Holders
    29.95%
    Top 25 Holders
    43.99%
    Top 50 Holders
    57.89%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: HAL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    American Funds Growth Fund of America 14.94 M 587.79 M 0.40% 1.71% Low
    American Funds Washington Mutual Investors Fund 12.1 M 555.28 M 0.77% 1.39% Low
    Hartford Capital Appreciation Fund 10.58 M 513.81 M 2.49% 1.21% Medium
    American Funds Investment Company of America 9.9 M 389.37 M 0.63% 1.13% Low
    Vanguard 500 Index Fund 8.37 M 329.05 M 0.30% 0.96% Low
    SPDR Trust Series 1 5.71 M 302.94 M 0.42% 0.65% Low
    Hartford Capital Appreciation HLS Fund 5.81 M 282.45 M 2.09% 0.67% Medium
    Vanguard Energy Fund 5.47 M 251.20 M 1.72% 0.63% Low
    Vanguard Total Stock Market Index Fund 6.26 M 246.28 M 0.24% 0.72% Low
    American Funds Insurance Series Growth-Income Fund 6.03 M 237.16 M 1.08% 0.69% Low

    Total % of Shares Owned by:

    Top 10 Holders
    9.76%
    Top 25 Holders
    16.35%
    Top 50 Holders
    21.50%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: HAL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    BNP Paribas Arbitrage SA 1.25 M 49.10 M 0.14% High
    Lesar (David J) 1.03 M 47.26 M 0.12% Low
    KBC Group NV 851,639 33.49 M 0.10% Medium
    Gaut (C Christopher) 226,049 8.89 M 0.03% Low
    Cornelison (Albert O Jr) 137,263 6.30 M 0.02% Low
    Pope (Lawrence J) 89,178 3.42 M 0.01%
    McCollum (Mark A) 76,763 2.94 M 0.01% Low
    Martin (J Landis) 59,297 2.27 M 0.01% Low
    Precourt (Jay A) 39,965 1.53 M 0.00% Low
    Derr (Kenneth T) 24,095 922,839.00 0.00% Low

    Total % of Shares Owned by:

    Top 10 Holders
    0.43%
    Top 25 Holders
    0.44%
    Top 50 Holders
    0.44%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.