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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 10,055 | $328.0K | 0.00% | −435−4.1% | Reduced |
| Kovack Advisors, Inc. | 9,898 | $323.0K | 0.04% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 9,334 | $305.0K | 0.01% | −98,822−91.4% | Reduced |
| Paloma Partners Management Co | 9,336 | $305.0K | 0.01% | −31,076−76.9% | Reduced |
| Gagnon Securities LLC | 9,240 | $302.0K | 0.04% | +524+6.0% | Added |
| Crossmark Global Holdings, Inc. | 9,240 | $302.0K | 0.01% | +700+8.2% | Added |
| Panagora Asset Management Inc | 8,973 | $293.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,855 | $289.0K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,618 | $281.0K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 8,418 | $275.0K | 0.00% | +8,418 | New |
| Walleye Trading LLC | 8,412 | $274.0K | 0.01% | −65,078−88.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,300 | $271.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,257 | $269.0K | 0.01% | +8,257 | New |
| Pictet Asset Management Ltd | 7,900 | $258.0K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 7,809 | $255.0K | 0.02% | −493−5.9% | 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 |
| Capital Investment Advisors, LLC | 7,315 | $239.0K | 0.01% | −350−4.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,293 | $238.0K | 0.10% | −3,714−33.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,011 | $229.0K | 0.01% | −2,786−28.4% | Reduced |
| Shelton Capital Management | 6,975 | $228.0K | 0.01% | +6,975 | New |
| Verition Fund Management LLC | 6,751 | $220.0K | 0.00% | −1,910−22.1% | Reduced |
| SEI Investments Co | 6,407 | $219.0K | 0.00% | −6,194−49.2% | Reduced |
| Advisor Partners LLC | 6,516 | $213.0K | 0.01% | +6,516 | New |
| Quantbot Technologies LP | 6,509 | $212.0K | 0.02% | +6,509 | New |
| Weik Capital Management | 6,415 | $209.0K | 0.08% | +6,415 | New |
| Rafferty Asset Management, LLC | 6,348 | $207.0K | 0.00% | +6,348 | New |
| SFE Investment Counsel | 6,195 | $202.0K | 0.06% | +6,195 | New |
| Advisory Services Network, LLC | 5,410 | $176.0K | 0.01% | +5,410 | New |
| Longfellow Investment Management Co LLC | 3,749 | $123.0K | 0.02% | −1,923−33.9% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 2,985 | $99.0K | 0.00% | +420+16.4% | Added |
| CWM, LLC | 2,993 | $98.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,798 | $84.0K | 0.00% | +1,624+138.3% | Added |
| IFP Advisors, Inc | 2,452 | $79.0K | 0.00% | −19−0.8% | Reduced |
| 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 |
| 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 |
| Deseret Mutual Benefit Administrators | 1,967 | $64.0K | 0.02% | +1,967 | New |
| Canada Pension Plan Investment Board | 1,935 | $63.0K | 0.00% | −16,009−89.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,834 | $59.8K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,800 | $59.0K | 0.00% | +1,800 | New |
| 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 |
| Investors Research Corp | 1,450 | $47.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,211 | $39.5K | 0.00% | +422+53.5% | Added |
| Signaturefd, LLC | 1,072 | $35.0K | 0.00% | +34+3.3% | Added |
| 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 |
| TCI Wealth Advisors, Inc. | 998 | $33.0K | 0.01% | −145−12.7% | Reduced |
| BBVA USA | 953 | $31.0K | 0.00% | +953 | New |
| Silvant Capital Management LLC | 924 | $30.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Column Capital Advisors, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $16.0K | 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 |
| Reilly Financial Advisors, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 338 | $11.0K | 0.00% | −11,390−97.1% | Reduced |
| 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 |
| 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 |
| Storebrand Asset Management AS | 270 | $8.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $8.16K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Dividend Assets Capital, LLC | 100 | $3.00K | 0.00% | −50−33.3% | Reduced |
| FormulaFolio Investments, LLC | 100 | $3.00K | 0.00% | +100 | 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 |