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Capital Research (HAL) files 13G/A showing 1.0% stake in Halliburton

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Halliburton Co. received an amendment to a Schedule 13G/A from Capital Research Global Investors reporting beneficial ownership of 8,651,999 shares, equal to 1.0% of the 835,397,735 shares believed to be outstanding.

The filing lists sole voting power of 8,651,990 and sole dispositive power of 8,651,999. The amendment is dated 06/30/2026 and signed on 07/01/2026.

Positive

  • None.

Negative

  • None.

Insights

Large investment manager reports a 1.0% position in Halliburton.

Capital Research Global Investors discloses ownership of 8,651,999 shares, representing 1.0% of the company's shares outstanding (stated as 835,397,735 shares). The filing specifies sole voting and dispositive powers for nearly all reported shares.

This is a passive ownership disclosure under a Schedule 13G/A amendment; cash‑flow treatment and plans for disposition are not stated in the excerpt. Subsequent filings or press releases would be required to reveal any trading intentions.

Beneficial ownership 8,651,999 shares reported beneficial ownership in Schedule 13G/A
Percent of class 1.0% of 835,397,735 shares believed to be outstanding
Shares outstanding (belief) 835,397,735 shares shares believed to be outstanding as stated in the filing
Sole voting power 8,651,990 shares with sole power to vote
Sole dispositive power 8,651,999 shares with sole power to dispose
Amendment date 06/30/2026 date shown on Amendment No. 4
Signature date 07/01/2026 signature date on the filing
Schedule 13G/A regulatory
"Amendment to a Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial owner regulatory
"CRGI is deemed to be the beneficial owner of 8,651,999 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8,651,999"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP market
"CUSIP No.: 406216101"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
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FAQ

What stake does Capital Research Global Investors report in HAL?

Capital Research Global Investors reports beneficial ownership of 8,651,999 shares, equal to 1.0% of the 835,397,735 shares believed outstanding. The filing lists sole voting power of 8,651,990 and sole dispositive power of 8,651,999.

What date does the Schedule 13G/A amendment reference for HAL?

The Schedule 13G/A amendment is dated 06/30/2026 and the signature is dated 07/01/2026. Those dates appear on the amendment and its signature page as provided in the excerpt.

Does the filing show shared voting or dispositive power for the HAL shares?

No. The filing discloses shared voting power: 0 and shared dispositive power: 0. Reported control is listed as sole voting power of 8,651,990 and sole dispositive power of 8,651,999 in the excerpt.

Who signed the Schedule 13G/A amendment for HAL?

The amendment is signed by Jae Won Chung, identified as Senior Vice President and Associate General Counsel of Capital Research and Management Company, with the signature date shown as 07/01/2026.

Is this ownership above the 5% Schedule 13D threshold for HAL?

No. The filing states this is an Ownership of 5 Percent or Less of a Class. Reported beneficial ownership is 1.0%, which is below the 5% threshold that would typically trigger a Schedule 13D filing requirement.





406216101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Senior Vice President and Associate General Counsel, Capital Research and Management Company
Date:07/01/2026