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, Q3 2021
Institutional positions in Helmerich & Payne, Inc. as of Sep 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
- 315
- +8 vs. Q2 2021
- Shares held
- 95.7M
- −2.47M (−2.5%) vs. Q2 2021
- Total value
- $2.63B
- −$577.8M (−18.0%) vs. Q2 2021
- New holders
- 39
- 85 more added
- Sold out
- 31
- 124 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 3,304 | $0 | 0.00% | −267−7.5% | Reduced |
| Sonora Investment Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $0 | 0.00% | +11+183.3% | Added |
| Bell Investment Advisors, Inc | 17 | $0 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 20 | $548 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $1.00K | 0.00% | −15−30.0% | Reduced |
| BerganKDV Wealth Management, LLC | 49 | $1.00K | 0.00% | +1+2.1% | Added |
| BDO Wealth Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Aspire Private Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 43 | $1.18K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $1.29K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $2.00K | 0.00% | −100−62.5% | Reduced |
| Howe & Rusling Inc | 60 | $2.00K | 0.00% | +1+1.7% | Added |
| Allworth Financial LP | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $3.00K | 0.00% | −11,317−99.1% | Reduced |
| Harbour Investments, Inc. | 118 | $3.00K | 0.00% | −49−29.3% | Reduced |
| Whittier Trust Co | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 111 | $3.00K | 0.00% | −6−5.1% | Reduced |
| Dividend Assets Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 130 | $4.00K | 0.00% | −70−35.0% | Reduced |
| Pin Oak Investment Advisors Inc | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $5.00K | 0.00% | +200 | New |
| O'Shaughnessy Asset Management, LLC | 225 | $6.00K | 0.00% | −8,630−97.5% | Reduced |
| Harding Loevner LP | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $6.85K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 201 | $7.00K | 0.01% | +201 | New |
| Storebrand Asset Management AS | 270 | $7.40K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 308 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 290 | $8.00K | 0.00% | −12−4.0% | Reduced |
| Cowen Prime Advisors LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 290 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 338 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 356 | $10.0K | 0.00% | +356 | New |
| Reilly Financial Advisors, LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 471 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $14.0K | 0.00% | +500 | New |
| Column Capital Advisors, LLC | 550 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 540 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 560 | $15.0K | 0.01% | +275+96.5% | Added |
| Spire Wealth Management | 550 | $15.0K | 0.00% | +500+1,000.0% | Added |
| Larson Financial Group LLC | 668 | $18.0K | 0.00% | +6+0.9% | Added |
| Global Retirement Partners, LLC | 787 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 808 | $22.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 810 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 838 | $23.0K | 0.00% | −207−19.8% | Reduced |
| Berman Capital Advisors, LLC | 869 | $23.0K | 0.00% | +168+24.0% | Added |
| TD Ameritrade Investment Management, LLC | 1,589 | $23.0K | 0.00% | +1,589 | New |
| TCI Wealth Advisors, Inc. | 865 | $24.0K | 0.00% | −133−13.3% | Reduced |
| BBVA USA | 888 | $24.0K | 0.00% | −65−6.8% | Reduced |
| Silvant Capital Management LLC | 924 | $25.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,018 | $28.0K | 0.00% | −54−5.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,040 | $29.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,313 | $36.0K | 0.00% | +1,027+359.1% | Added |
| American Portfolios Advisors | 1,412 | $38.7K | 0.00% | +201+16.6% | Added |
| Versant Capital Management, Inc | 1,433 | $39.0K | 0.01% | −142−9.0% | Reduced |
| Investors Research Corp | 1,450 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,548 | $42.0K | 0.01% | +1+0.1% | Added |
| Sutton Wealth Advisors Inc. | 1,802 | $49.4K | 0.02% | −32−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,967 | $54.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 2,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,215 | $61.0K | 0.00% | +232+11.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,364 | $65.0K | 0.00% | +17+0.7% | Added |
| IFP Advisors, Inc | 2,474 | $72.0K | 0.00% | +22+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,798 | $77.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,985 | $85.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,492 | $96.0K | 0.00% | +3,492 | New |
| Longfellow Investment Management Co LLC | 3,749 | $103.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,206 | $115.0K | 0.01% | +4,206 | New |
| Russell Investments Group, Ltd. | 4,200 | $116.0K | 0.00% | −51,102−92.4% | Reduced |
| World Asset Management Inc | 7,369 | $202.0K | 0.02% | −440−5.6% | Reduced |
| Pegasus Partners Ltd. | 7,602 | $208.0K | 0.04% | −2,922−27.8% | Reduced |
| Regions Financial Corp | 7,597 | $208.0K | 0.00% | −821−9.8% | Reduced |
| McDonald Partners LLC | 7,918 | $217.0K | 0.05% | −700−8.1% | Reduced |
| Pictet Asset Management SA | 7,900 | $217.0K | 0.00% | +7,900 | New |
| Crossmark Global Holdings, Inc. | 7,960 | $218.0K | 0.01% | −1,280−13.9% | Reduced |
| Panagora Asset Management Inc | 7,997 | $219.0K | 0.00% | −976−10.9% | Reduced |
| CIBC World Markets Inc. | 8,009 | $220.0K | 0.00% | +8,009 | New |
| Ameritas Investment Partners, Inc. | 8,257 | $226.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,286 | $227.0K | 0.03% | −13,916−62.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,285 | $227.0K | 0.00% | +755+10.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,300 | $228.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 8,739 | $240.0K | 0.00% | −292,274−97.1% | Reduced |
| Stifel Financial Corp | 8,912 | $244.0K | 0.00% | −64,063−87.8% | Reduced |
| Jupiter Asset Management Ltd | 9,291 | $255.0K | 0.00% | −13,718−59.6% | Reduced |
| Gagnon Securities LLC | 9,319 | $255.0K | 0.04% | +79+0.9% | Added |