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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 12,952 | $307.0K | 0.00% | +205+1.6% | Added |
| Cutler Group LP | 12,918 | $306.0K | 0.02% | +8,712+207.1% | Added |
| CIBC Asset Management Inc | 12,647 | $300.0K | 0.00% | +73+0.6% | Added |
| Paloma Partners Management Co | 12,429 | $294.0K | 0.01% | +12,429 | New |
| Victory Capital Management Inc | 12,255 | $290.0K | 0.00% | −208−1.7% | Reduced |
| Capital Advisors Inc | 12,177 | $289.0K | 0.01% | +910+8.1% | Added |
| M&T Bank Corp | 11,844 | $281.0K | 0.00% | −10−0.1% | Reduced |
| Cullen Capital Management LLC | 11,323 | $268.0K | 0.00% | −4,107−26.6% | Reduced |
| Stephens Inc | 10,496 | $249.0K | 0.00% | −10,370−49.7% | Reduced |
| IMS Capital Management | 10,324 | $245.0K | 0.13% | +10,324 | New |
| Crossmark Global Holdings, Inc. | 10,120 | $240.0K | 0.01% | +2,160+27.1% | Added |
| Captrust Financial Advisors | 9,830 | $233.0K | 0.00% | −672−6.4% | Reduced |
| Gagnon Securities LLC | 9,406 | $223.0K | 0.03% | +87+0.9% | Added |
| Ellevest, Inc. | 9,061 | $215.0K | 0.02% | −1,129−11.1% | Reduced |
| JustInvest LLC | 8,924 | $211.0K | 0.01% | +8,924 | New |
| Wellington Management Group LLP | 8,854 | $209.0K | 0.00% | −106,292−92.3% | Reduced |
| Balyasny Asset Management LLC | 8,669 | $205.0K | 0.00% | +8,669 | New |
| Ameritas Investment Partners, Inc. | 8,257 | $196.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,071 | $191.0K | 0.01% | −3,218−28.5% | Reduced |
| CastleArk Alternatives, LLC | 7,210 | $171.0K | 1.36% | −45,590−86.3% | Reduced |
| Longfellow Investment Management Co LLC | 5,125 | $122.0K | 0.02% | +1,376+36.7% | Added |
| SG Americas Securities, LLC | 4,337 | $103.0K | 0.00% | −5,224−54.6% | Reduced |
| Russell Investments Group, Ltd. | 4,200 | $100.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,157 | $99.0K | 0.03% | +4,157 | New |
| CWM, LLC | 3,072 | $73.0K | 0.00% | +3,072 | New |
| Geneos Wealth Management Inc. | 2,985 | $70.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,865 | $68.0K | 0.00% | −24,638−89.6% | Reduced |
| IFP Advisors, Inc | 2,506 | $63.0K | 0.00% | +32+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $60.0K | 0.00% | −1,213−43.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,335 | $55.0K | 0.00% | +2,335 | New |
| Eaton Vance Management | 2,290 | $54.0K | 0.00% | −1,014−30.7% | Reduced |
| Cambridge Trust Co | 2,202 | $52.0K | 0.00% | +2,202 | New |
| Edge Wealth Management LLC | 2,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,936 | $45.9K | 0.02% | +134+7.4% | Added |
| 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 |
| Macquarie Group Ltd | 1,731 | $41.0K | 0.00% | −133,104−98.7% | Reduced |
| American Portfolios Advisors | 1,498 | $35.5K | 0.00% | +86+6.1% | Added |
| Parkside Financial Bank & Trust | 1,459 | $35.0K | 0.01% | −89−5.7% | 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 |
| Investors Research Corp | 1,200 | $28.0K | 0.01% | −250−17.2% | Reduced |
| Signaturefd, LLC | 1,142 | $27.0K | 0.00% | +124+12.2% | Added |
| 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 |
| Silvant Capital Management LLC | 924 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 758 | $18.0K | 0.00% | −80−9.5% | Reduced |
| TCI Wealth Advisors, Inc. | 732 | $17.0K | 0.00% | −133−15.4% | Reduced |
| Larson Financial Group LLC | 676 | $16.0K | 0.00% | +8+1.2% | Added |
| Leonteq Securities AG | 662 | $15.7K | 0.00% | −28,130−97.7% | Reduced |
| 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 |
| 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 |
| Ahrens Investment Partners LLC | 500 | $12.0K | 0.01% | +500 | New |
| Point72 Hong Kong Ltd | 432 | $10.0K | 0.00% | +432 | New |
| Dark Forest Capital Management LP | 437 | $10.0K | 0.00% | +437 | New |
| Reilly Financial Advisors, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 356 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 327 | $8.00K | 0.01% | +327 | New |
| 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 |
| Storebrand Asset Management AS | 270 | $6.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Caldwell Trust Co | 47 | $1.11K | 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 |