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 2022
Institutional positions in Helmerich & Payne, Inc. as of Dec 31, 2022. 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
- 397
- +48 vs. Q3 2022
- Shares held
- 97.5M
- −58.7K (−0.1%) vs. Q3 2022
- Total value
- $4.83B
- +$1.22B (+33.9%) vs. Q3 2022
- New holders
- 84
- 124 more added
- Sold out
- 36
- 131 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $99 | 0.00% | −1−33.3% | Reduced |
| Sofos Investments, Inc. | 50 | $189 | 0.00% | +50 | New |
| GWM Advisors LLC | 16 | $793 | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 18 | $892 | 0.00% | −17−48.6% | Reduced |
| Tfo-TDC, LLC | 178 | $990 | 0.00% | +178 | New |
| Adirondack Trust Co | 20 | $991 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $991 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $991 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 23 | $1.00K | 0.00% | +23 | New |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | +10 | New |
| National Bank of Canada | 25 | $1.24K | 0.00% | +25 | New |
| Washington Trust Co | 27 | $1.34K | 0.00% | −3−10.0% | Reduced |
| Accurate Wealth Management, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Point72 Middle East FZE | 30 | $1.49K | 0.00% | +30 | New |
| JJJ Advisors Inc. | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 499 | $2.00K | 0.00% | +499 | New |
| Caldwell Trust Co | 47 | $2.33K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $2.77K | 0.00% | +59 | New |
| Farther Finance Advisors, LLC | 58 | $2.88K | 0.00% | +58 | New |
| Truvestments Capital LLC | 59 | $2.92K | 0.00% | +59 | New |
| Oakworth Capital, Inc. | 60 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 55 | $3.00K | 0.00% | −30−35.3% | Reduced |
| Sageworth Trust Co of South Dakota | 62 | $3.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $3.87K | 0.00% | +8+11.4% | Added |
| Crewe Advisors LLC | 79 | $3.92K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 83 | $4.11K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 83 | $4.13K | 0.00% | +83 | New |
| Schubert & Co | 96 | $4.76K | 0.00% | +14+17.1% | Added |
| Allworth Financial LP | 96 | $4.76K | 0.00% | +29+43.3% | Added |
| Bessemer Group Inc | 100 | $5.00K | 0.00% | −159−61.4% | Reduced |
| Dividend Assets Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $6.00K | 0.00% | +86+344.0% | Added |
| State of Wyoming | 128 | $6.34K | 0.00% | −31−19.5% | Reduced |
| Pin Oak Investment Advisors Inc | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 153 | $7.60K | 0.00% | +5+3.4% | Added |
| Glassman Wealth Services | 161 | $7.98K | 0.00% | +19+13.4% | Added |
| Coston, McIsaac & Partners | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $8.92K | 0.00% | +180 | New |
| Tompkins Financial Corp | 179 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 183 | $9.06K | 0.00% | +1+0.5% | Added |
| Red Tortoise LLC | 188 | $9.32K | 0.01% | +188 | New |
| Trust Co | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 217 | $10.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 223 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Macroview Investment Management LLC | 227 | $11.3K | 0.02% | +227 | New |
| EverSource Wealth Advisors, LLC | 227 | $11.3K | 0.00% | −71−23.8% | Reduced |
| Huntington National Bank | 246 | $12.2K | 0.00% | −15−5.7% | Reduced |
| Baldwin Brothers Inc | 250 | $12.4K | 0.00% | +250 | New |
| Financial Freedom, LLC | 257 | $12.7K | 0.01% | +257 | New |
| Storebrand Asset Management AS | 270 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 279 | $13.8K | 0.00% | −403−59.1% | Reduced |
| Belpointe Asset Management LLC | 295 | $14.6K | 0.00% | +295 | New |
| Cowen Prime Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 307 | $15.2K | 0.00% | +307 | New |
| Guardian Wealth Management, Inc. | 325 | $16.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 341 | $16.9K | 0.00% | +20+6.2% | Added |
| Parkside Financial Bank & Trust | 360 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 518 | $19.0K | 0.00% | −112−17.8% | Reduced |
| Riverview Trust Co | 409 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 533 | $26.0K | 0.00% | +367+221.1% | Added |
| Column Capital Advisors, LLC | 550 | $27.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 574 | $28.5K | 0.00% | −95−14.2% | Reduced |
| Kapitalo Investimentos Ltda | 600 | $29.7K | 0.02% | +600 | New |
| FinTrust Capital Advisors, LLC | 624 | $30.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 627 | $31.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 663 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 725 | $35.9K | 0.00% | +248+52.0% | Added |
| Disciplined Investments, LLC | 838 | $41.5K | 0.02% | −3−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 866 | $43.0K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 885 | $43.9K | 0.00% | +885 | New |
| Coppell Advisory Solutions LLC | 908 | $45.0K | 0.02% | +908 | New |
| Coppell Advisory Solutions Corp. | 908 | $45.0K | 0.02% | +908 | New |
| Silvant Capital Management LLC | 924 | $45.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 953 | $47.2K | 0.01% | +33+3.6% | Added |
| Lindbrook Capital, LLC | 998 | $49.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,072 | $53.1K | 0.00% | +23+2.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,111 | $55.1K | 0.00% | +861+344.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,145 | $56.8K | 0.00% | +1,000+689.7% | Added |
| Resurgent Financial Advisors LLC | 1,309 | $64.9K | 0.03% | +1,309 | New |
| Versant Capital Management, Inc | 1,345 | $66.7K | 0.02% | −23−1.7% | Reduced |
| Castleview Partners, LLC | 1,400 | $69.4K | 0.07% | +1,400 | New |
| Nomura Asset Management Co Ltd | 1,660 | $82.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,733 | $85.9K | 0.00% | +672+63.3% | Added |
| Sutton Wealth Advisors Inc. | 1,936 | $96.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,975 | $98.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,038 | $101.0K | 0.01% | −71−3.4% | Reduced |
| Proequities, Inc. | 2,162 | $107.2K | 0.01% | +2,162 | New |
| Cutler Group LP | 2,370 | $117.0K | 0.01% | −1,944−45.1% | Reduced |
| Brown Brothers Harriman & Co | 2,427 | $120.3K | 0.00% | +2,000+468.4% | Added |
| Umb Bank N A | 2,500 | $124.0K | 0.00% | −1,700−40.5% | Reduced |