Helmerich & Payne, Inc.
HP- Exchange
- NYSE
- Industry
- Drilling Oil & Gas Wells
- SEC CIK
- 0000046765
In the last 90 days, Helmerich & Payne, Inc. insiders filed 0 open-market purchases and 6 sales; 375 institutions reported holding it in 13F filings for Q2 2026, worth $3.35B in total; Fairfax Financial is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Helmerich & Payne, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 313
- −17 vs. Q1 2021
- Shares held
- 98.2M
- +2.74M (+2.9%) vs. Q1 2021
- Total value
- $3.20B
- +$630.2M (+24.5%) vs. Q1 2021
- New holders
- 39
- 98 more added
- Sold out
- 56
- 107 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 375 | $3.35B |
| Q1 2026 | 375 | $3.71B |
| Q4 2025 | 361 | $2.83B |
| Q3 2025 | 339 | $2.15B |
| Q2 2025 | 342 | $1.48B |
| Q1 2025 | 353 | $2.60B |
| Q4 2024 | 376 | $3.30B |
| Q3 2024 | 386 | $3.23B |
| Q2 2024 | 385 | $3.83B |
| Q1 2024 | 402 | $4.36B |
| Q4 2023 | 393 | $3.80B |
| Q3 2023 | 376 | $4.13B |
| Q2 2023 | 365 | $3.40B |
| Q1 2023 | 380 | $3.47B |
| Q4 2022 | 397 | $4.83B |
| Q3 2022 | 356 | $3.61B |
| Q2 2022 | 347 | $4.25B |
| Q1 2022 | 351 | $4.10B |
| Q4 2021 | 313 | $2.21B |
| Q3 2021 | 315 | $2.63B |
| Q2 2021 | 313 | $3.20B |
| Q1 2021 | 332 | $2.58B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $653 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $1.00K | 0.00% | −32−62.7% | Reduced |
| Aspire Private Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 36 | $1.00K | 0.00% | +36 | New |
| CVA Family Office, LLC | 40 | $1.00K | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 43 | $1.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $1.53K | 0.00% | +47 | New |
| Spire Wealth Management | 50 | $2.00K | 0.00% | −932−94.9% | Reduced |
| BDO Wealth Advisors, LLC | 50 | $2.00K | 0.00% | −100−66.7% | Reduced |
| Howe & Rusling Inc | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $2.00K | 0.00% | +15+42.9% | Added |
| BerganKDV Wealth Management, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 68 | $2.00K | 0.00% | +68 | New |
| Dividend Assets Capital, LLC | 100 | $3.00K | 0.00% | −50−33.3% | Reduced |
| FormulaFolio Investments, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Enterprise Financial Services Corp | 132 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 117 | $4.00K | 0.00% | +6+5.4% | Added |
| Harbour Investments, Inc. | 167 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 150 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 160 | $5.00K | 0.00% | +160 | New |
| Tarbox Family Office, Inc. | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $6.00K | 0.00% | +42+29.2% | Added |
| Harding Loevner LP | 227 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $8.00K | 0.00% | −404−61.8% | Reduced |
| American Research & Management Co. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $8.16K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 270 | $8.81K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 290 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 285 | $9.00K | 0.00% | +112+64.7% | Added |
| NEXT Financial Group, Inc | 286 | $9.00K | 0.00% | +286 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 308 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 302 | $10.0K | 0.00% | +5+1.7% | Added |
| Cowen Prime Advisors LLC | 300 | $10.0K | 0.00% | +300 | New |
| Hantz Financial Services, Inc. | 338 | $11.0K | 0.00% | −11,390−97.1% | Reduced |
| Reilly Financial Advisors, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 540 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 471 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $16.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 701 | $22.0K | 0.00% | +21+3.1% | Added |
| Larson Financial Group LLC | 662 | $22.0K | 0.01% | +5+0.8% | Added |
| Lindbrook Capital, LLC | 808 | $26.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 810 | $26.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 787 | $26.0K | 0.00% | +1+0.1% | Added |
| Silvant Capital Management LLC | 924 | $30.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 953 | $31.0K | 0.00% | +953 | New |
| TCI Wealth Advisors, Inc. | 998 | $33.0K | 0.01% | −145−12.7% | Reduced |
| Parallel Advisors, LLC | 1,045 | $34.0K | 0.00% | +193+22.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,040 | $34.0K | 0.02% | +1,040 | New |
| Signaturefd, LLC | 1,072 | $35.0K | 0.00% | +34+3.3% | Added |
| American Portfolios Advisors | 1,211 | $39.5K | 0.00% | +422+53.5% | Added |
| Investors Research Corp | 1,450 | $47.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,575 | $51.0K | 0.02% | −674−30.0% | Reduced |
| Parkside Financial Bank & Trust | 1,547 | $51.0K | 0.01% | −9−0.6% | Reduced |
| First Eagle Investment Management, LLC | 1,800 | $59.0K | 0.00% | +1,800 | New |
| Sutton Wealth Advisors Inc. | 1,834 | $59.8K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,935 | $63.0K | 0.00% | −16,009−89.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,967 | $64.0K | 0.02% | +1,967 | New |
| Edge Wealth Management LLC | 2,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,983 | $65.0K | 0.00% | +268+15.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,347 | $77.0K | 0.00% | −857−26.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,373 | $77.0K | 0.00% | +1,853+356.3% | Added |
| IFP Advisors, Inc | 2,452 | $79.0K | 0.00% | −19−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,798 | $84.0K | 0.00% | +1,624+138.3% | Added |
| CWM, LLC | 2,993 | $98.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,985 | $99.0K | 0.00% | +420+16.4% | Added |
| STRS Ohio | 3,600 | $117.0K | 0.00% | −37,527−91.2% | Reduced |
| Eaton Vance Management | 3,571 | $117.0K | 0.00% | +2,187+158.0% | Added |
| Longfellow Investment Management Co LLC | 3,749 | $123.0K | 0.02% | −1,923−33.9% | Reduced |
| Advisory Services Network, LLC | 5,410 | $176.0K | 0.01% | +5,410 | New |
| SFE Investment Counsel | 6,195 | $202.0K | 0.06% | +6,195 | New |
| Rafferty Asset Management, LLC | 6,348 | $207.0K | 0.00% | +6,348 | New |
| Weik Capital Management | 6,415 | $209.0K | 0.08% | +6,415 | New |
| Quantbot Technologies LP | 6,509 | $212.0K | 0.02% | +6,509 | New |
| Advisor Partners LLC | 6,516 | $213.0K | 0.01% | +6,516 | New |
| SEI Investments Co | 6,407 | $219.0K | 0.00% | −6,194−49.2% | Reduced |
| Verition Fund Management LLC | 6,751 | $220.0K | 0.00% | −1,910−22.1% | Reduced |
| Shelton Capital Management | 6,975 | $228.0K | 0.01% | +6,975 | New |
| Hennion & Walsh Asset Management, Inc. | 7,011 | $229.0K | 0.01% | −2,786−28.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,293 | $238.0K | 0.10% | −3,714−33.7% | Reduced |
| Capital Investment Advisors, LLC | 7,315 | $239.0K | 0.01% | −350−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,530 | $246.0K | 0.00% | −164−2.1% | Reduced |
| Ellevest, Inc. | 7,542 | $246.0K | 0.02% | +1,727+29.7% | Added |
| World Asset Management Inc | 7,809 | $255.0K | 0.02% | −493−5.9% | Reduced |
| Pictet Asset Management Ltd | 7,900 | $258.0K | 0.00% | 00.0% | Unchanged |