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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 11,602 | $318.0K | 0.03% | +11,602 | New |
| Clarus Group, Inc. | 11,399 | $312.0K | 0.22% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 11,289 | $309.0K | 0.01% | −1,596−12.4% | Reduced |
| Capital Advisors Inc | 11,267 | $309.0K | 0.01% | +500+4.6% | Added |
| Brandes Investment Partners, LP | 11,246 | $308.0K | 0.01% | +1,912+20.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,953 | $300.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,863 | $298.0K | 0.00% | +10,863 | New |
| Gotham Asset Management, LLC | 10,744 | $294.0K | 0.01% | −599−5.3% | Reduced |
| Captrust Financial Advisors | 10,502 | $288.0K | 0.00% | +447+4.4% | Added |
| AQR Capital Management LLC | 10,357 | $284.0K | 0.00% | −10,772−51.0% | Reduced |
| Fox Run Management, L.L.C. | 10,280 | $282.0K | 0.18% | +10,280 | New |
| Ellevest, Inc. | 10,190 | $279.0K | 0.03% | +2,648+35.1% | Added |
| Kovack Advisors, Inc. | 9,776 | $268.0K | 0.03% | −122−1.2% | Reduced |
| SG Americas Securities, LLC | 9,561 | $262.0K | 0.00% | +9,561 | New |
| Harvest Investment Services, LLC | 9,386 | $257.0K | 0.10% | −706−7.0% | 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 |
| Stifel Financial Corp | 8,912 | $244.0K | 0.00% | −64,063−87.8% | Reduced |
| First Republic Investment Management, Inc. | 8,739 | $240.0K | 0.00% | −292,274−97.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,300 | $228.0K | 0.02% | 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 |
| Ameritas Investment Partners, Inc. | 8,257 | $226.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,009 | $220.0K | 0.00% | +8,009 | New |
| Panagora Asset Management Inc | 7,997 | $219.0K | 0.00% | −976−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,960 | $218.0K | 0.01% | −1,280−13.9% | 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 |
| 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 |
| World Asset Management Inc | 7,369 | $202.0K | 0.02% | −440−5.6% | Reduced |
| Russell Investments Group, Ltd. | 4,200 | $116.0K | 0.00% | −51,102−92.4% | Reduced |
| Cutler Group LP | 4,206 | $115.0K | 0.01% | +4,206 | New |
| Longfellow Investment Management Co LLC | 3,749 | $103.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,492 | $96.0K | 0.00% | +3,492 | New |
| Geneos Wealth Management Inc. | 2,985 | $85.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,798 | $77.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,474 | $72.0K | 0.00% | +22+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,364 | $65.0K | 0.00% | +17+0.7% | Added |
| Meeder Asset Management Inc | 2,215 | $61.0K | 0.00% | +232+11.7% | Added |
| Edge Wealth Management LLC | 2,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,967 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,802 | $49.4K | 0.02% | −32−1.7% | Reduced |
| Parkside Financial Bank & Trust | 1,548 | $42.0K | 0.01% | +1+0.1% | Added |
| Investors Research Corp | 1,450 | $40.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,433 | $39.0K | 0.01% | −142−9.0% | Reduced |
| American Portfolios Advisors | 1,412 | $38.7K | 0.00% | +201+16.6% | Added |
| NEXT Financial Group, Inc | 1,313 | $36.0K | 0.00% | +1,027+359.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,040 | $29.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,018 | $28.0K | 0.00% | −54−5.0% | Reduced |
| Silvant Capital Management LLC | 924 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 865 | $24.0K | 0.00% | −133−13.3% | Reduced |
| BBVA USA | 888 | $24.0K | 0.00% | −65−6.8% | Reduced |
| 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 |
| 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 |
| Larson Financial Group LLC | 668 | $18.0K | 0.00% | +6+0.9% | Added |
| 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 |
| Bartlett & Co. LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $14.0K | 0.00% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 471 | $13.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 356 | $10.0K | 0.00% | +356 | New |
| Hantz Financial Services, Inc. | 338 | $9.00K | 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 |
| Storebrand Asset Management AS | 270 | $7.40K | 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 |
| Glen Eagle Advisors, LLC | 250 | $6.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |