SCHEDULE: Vanguard Discloses 7.17% Stake in Halliburton

Vanguard Capital Management has reported a beneficial ownership of 7.17% in Halliburton Co. common stock as of March 31, 2026.

Summary

• Vanguard Capital Management, along with its affiliates and business divisions, now beneficially owns 60,093,735 shares of Halliburton Co. common stock.
• This holding represents 7.17% of the total class of securities.
• Vanguard Capital Management has sole voting power over 8,361,534 shares and sole dispositive power over 60,093,735 shares.
• The filing clarifies that this ownership includes securities held by Vanguard funds and managed accounts over which Vanguard exercises dispositive power.
• The filing is made under Schedule 13G, indicating that Vanguard is not seeking to influence or control Halliburton's management.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It's a standard disclosure of significant institutional ownership, providing no new operational or financial information about Halliburton itself.

Positives

• Vanguard's significant stake indicates confidence in Halliburton's long-term prospects from a major institutional investor.
• The filing confirms Vanguard's role as a passive investor, not seeking control, which can be viewed positively by existing management and shareholders.
• The ownership percentage of 7.17% is a substantial holding, suggesting a significant investment.

Negatives

• No specific financial performance data or forward-looking statements are included in this Schedule 13G filing, limiting insight into the immediate impact on Halliburton's operations or valuation.

Risks

• While Vanguard's filing is passive, any significant shift in their holdings could impact Halliburton's stock price.
• The filing does not detail specific risks related to Halliburton's business operations, only Vanguard's investment position.

Future Outlook

This filing is a snapshot of ownership as of a specific date and does not contain forward-looking statements or guidance from Halliburton Co. itself. Vanguard's future outlook for its investment is not detailed.

Management Comments

• "In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd."
• "This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power."
• "This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release."
• "Vanguard Capital Management, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that Vanguard's increased stake in Halliburton, a major player in the oilfield services sector, aligns with broader trends of institutional investors maintaining or increasing positions in established energy companies, particularly those with significant global operations and a diversified service portfolio. This filing does not provide specific operational updates for Halliburton but signals continued institutional backing.

Stakeholder Impact

• Shareholders: The filing confirms a substantial holding by a major institutional investor, which can be seen as a positive signal of confidence, potentially supporting stock stability or growth.
• Management: The passive nature of the filing suggests no immediate pressure for changes in corporate strategy or control from Vanguard.
• Creditors: Continued institutional support may indirectly bolster confidence in the company's financial stability.

Next Steps

• Vanguard will continue to hold or manage its position in Halliburton Co. common stock.
• Future Schedule 13G filings will be made if Vanguard's ownership percentage changes significantly.

Key Dates

Keywords

Halliburton, Vanguard, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Energy Services