Capital Research (NYSE: HAL) reports 6.7% stake in Halliburton
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Capital Research Global Investors filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership in Halliburton Co. The filing states CRGI is deemed beneficial owner of 56,355,626 shares, representing 6.7% of 837,548,345 shares believed to be outstanding. The filing lists sole voting power of 56,343,722 and sole dispositive power of 56,355,626.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 56,355,626 shares
Percent of class: 6.7%
Shares believed outstanding: 837,548,345 shares
+2 more
5 metrics
Beneficial ownership
56,355,626 shares
reported beneficial owner amount
Percent of class
6.7%
percent of 837,548,345 shares believed outstanding
Shares believed outstanding
837,548,345 shares
shares believed to be outstanding (per filing)
Sole voting power
56,343,722 shares
shares with sole power to vote
Sole dispositive power
56,355,626 shares
shares with sole power to dispose
Key Terms
Beneficially owned, Schedule 13G/A, Sole Dispositive Power
3 terms
Beneficially owned regulatory
"CRGI is deemed to be the beneficial owner of 56,355,626 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Schedule 13G/A regulatory
"Amendment No. 3 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.
Sole Dispositive Power regulatory
"Sole power to dispose or to direct the disposition of: 56,355,626"
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.
FAQ
What stake does Capital Research Global Investors (HAL) report?
CRGI reports beneficial ownership of 56,355,626 shares, or 6.7%. The filing cites 56,355,626 shares and a 6.7% ownership figure versus 837,548,345 shares believed outstanding.
How much voting and dispositive power does CRGI report for HAL?
CRGI reports sole voting power for 56,343,722 shares and sole dispositive power for 56,355,626 shares. No shared voting or dispositive power is reported in the amendment.
Is the 6.7% stake a controlling position in Halliburton?
No controlling claim is stated; CRGI reports 6.7% beneficial ownership. The filing shows CRGI holds a minority stake of 6.7% of the 837,548,345 shares believed outstanding.
Who signed the Schedule 13G/A amendment for HAL?
The amendment is signed by Jae Won Chung, Vice President and Senior Counsel II of Capital Research and Management Company. The signature block shows the filing date of 04/02/2026.