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, Q4 2021
Institutional positions in Helmerich & Payne, Inc. as of Dec 31, 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
- +2 vs. Q3 2021
- Shares held
- 93.1M
- −2.65M (−2.8%) vs. Q3 2021
- Total value
- $2.21B
- −$418.0M (−15.9%) vs. Q3 2021
- New holders
- 50
- 104 more added
- Sold out
- 48
- 103 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | −48−98.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Toronto Dominion Bank | 12 | $0 | 0.00% | +12 | New |
| Schubert & Co | 20 | $0 | 0.00% | +20 | New |
| Confluence Wealth Services, Inc. | 11 | $0 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 36 | $1.00K | 0.00% | −124−77.5% | Reduced |
| Adirondack Trust Co | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Centerpoint Advisors, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Ahl Investment Management, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | +21 | New |
| Caldwell Trust Co | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $2.00K | 0.00% | +74 | New |
| Snowden Capital Advisors LLC | 105 | $2.00K | 0.00% | +105 | New |
| Hall Laurie J Trustee | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 141 | $3.00K | 0.00% | +30+27.0% | Added |
| Sageworth Trust Co of South Dakota | 119 | $3.00K | 0.00% | +119 | New |
| SJS Investment Consulting Inc. | 118 | $3.00K | 0.00% | +118 | New |
| FMR LLC | 172 | $4.00K | 0.00% | −232,445−99.9% | Reduced |
| Sound Income Strategies, LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 203 | $5.00K | 0.00% | −135−39.9% | Reduced |
| Harding Loevner LP | 227 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 215 | $5.00K | 0.00% | +215 | New |
| Assetmark, Inc | 214 | $5.00K | 0.00% | +214 | New |
| Quent Capital, LLC | 196 | $5.00K | 0.00% | +196 | New |
| Fieldpoint Private Securities, LLC | 250 | $6.00K | 0.00% | −290−53.7% | Reduced |
| American Research & Management Co. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 270 | $6.40K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 312 | $7.00K | 0.00% | −159−33.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 308 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $7.00K | 0.00% | +293 | New |
| AdvisorNet Financial, Inc | 356 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 327 | $8.00K | 0.01% | +327 | New |
| Reilly Financial Advisors, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 432 | $10.0K | 0.00% | +432 | New |
| Dark Forest Capital Management LP | 437 | $10.0K | 0.00% | +437 | New |
| Ahrens Investment Partners LLC | 500 | $12.0K | 0.01% | +500 | New |
| Northwestern Mutual Wealth Management Co | 569 | $13.0K | 0.00% | −1,795−75.9% | Reduced |
| Column Capital Advisors, LLC | 550 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 650 | $15.0K | 0.01% | −390−37.5% | Reduced |
| Lloyd Advisory Services, LLC. | 625 | $15.0K | 0.01% | +65+11.6% | Added |
| Whittier Trust Co | 627 | $15.0K | 0.00% | +504+409.8% | Added |
| Leonteq Securities AG | 662 | $15.7K | 0.00% | −28,130−97.7% | Reduced |
| Larson Financial Group LLC | 676 | $16.0K | 0.00% | +8+1.2% | Added |
| TCI Wealth Advisors, Inc. | 732 | $17.0K | 0.00% | −133−15.4% | Reduced |
| Parallel Advisors, LLC | 758 | $18.0K | 0.00% | −80−9.5% | Reduced |
| Lindbrook Capital, LLC | 808 | $19.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 810 | $19.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $19.0K | 0.04% | +800 | New |
| Silvant Capital Management LLC | 924 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,112 | $26.0K | 0.00% | +562+102.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,087 | $26.0K | 0.00% | +837+334.8% | Added |
| Signaturefd, LLC | 1,142 | $27.0K | 0.00% | +124+12.2% | Added |
| Investors Research Corp | 1,200 | $28.0K | 0.01% | −250−17.2% | Reduced |
| Versant Capital Management, Inc | 1,433 | $34.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,447 | $34.0K | 0.00% | +134+10.2% | Added |
| Parkside Financial Bank & Trust | 1,459 | $35.0K | 0.01% | −89−5.7% | Reduced |
| American Portfolios Advisors | 1,498 | $35.5K | 0.00% | +86+6.1% | Added |
| Macquarie Group Ltd | 1,731 | $41.0K | 0.00% | −133,104−98.7% | Reduced |
| Quadrant Capital Group LLC | 1,771 | $42.0K | 0.01% | +1,481+510.7% | Added |
| Vestcor Inc | 1,774 | $42.0K | 0.00% | +1,774 | New |
| Sutton Wealth Advisors Inc. | 1,936 | $45.9K | 0.02% | +134+7.4% | Added |
| Edge Wealth Management LLC | 2,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,202 | $52.0K | 0.00% | +2,202 | New |
| Eaton Vance Management | 2,290 | $54.0K | 0.00% | −1,014−30.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,335 | $55.0K | 0.00% | +2,335 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $60.0K | 0.00% | −1,213−43.4% | Reduced |
| IFP Advisors, Inc | 2,506 | $63.0K | 0.00% | +32+1.3% | Added |
| Tower Research Capital LLC (TRC) | 2,865 | $68.0K | 0.00% | −24,638−89.6% | Reduced |
| Geneos Wealth Management Inc. | 2,985 | $70.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,072 | $73.0K | 0.00% | +3,072 | New |
| Gladius Capital Management LP | 4,157 | $99.0K | 0.03% | +4,157 | New |
| Russell Investments Group, Ltd. | 4,200 | $100.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,337 | $103.0K | 0.00% | −5,224−54.6% | Reduced |
| Longfellow Investment Management Co LLC | 5,125 | $122.0K | 0.02% | +1,376+36.7% | Added |
| CastleArk Alternatives, LLC | 7,210 | $171.0K | 1.36% | −45,590−86.3% | Reduced |
| DuPont Capital Management Corp | 8,071 | $191.0K | 0.01% | −3,218−28.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,257 | $196.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,669 | $205.0K | 0.00% | +8,669 | New |
| Wellington Management Group LLP | 8,854 | $209.0K | 0.00% | −106,292−92.3% | Reduced |
| JustInvest LLC | 8,924 | $211.0K | 0.01% | +8,924 | New |
| Ellevest, Inc. | 9,061 | $215.0K | 0.02% | −1,129−11.1% | Reduced |