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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 2,162 | $107.2K | 0.01% | +2,162 | New |
| Ellevest, Inc. | 2,038 | $101.0K | 0.01% | −71−3.4% | Reduced |
| Cambridge Trust Co | 1,975 | $98.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,936 | $96.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,733 | $85.9K | 0.00% | +672+63.3% | Added |
| Nomura Asset Management Co Ltd | 1,660 | $82.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,400 | $69.4K | 0.07% | +1,400 | New |
| Versant Capital Management, Inc | 1,345 | $66.7K | 0.02% | −23−1.7% | Reduced |
| Resurgent Financial Advisors LLC | 1,309 | $64.9K | 0.03% | +1,309 | New |
| Steward Partners Investment Advisory, LLC | 1,145 | $56.8K | 0.00% | +1,000+689.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,111 | $55.1K | 0.00% | +861+344.4% | Added |
| Signaturefd, LLC | 1,072 | $53.1K | 0.00% | +23+2.2% | Added |
| Lindbrook Capital, LLC | 998 | $49.5K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 953 | $47.2K | 0.01% | +33+3.6% | Added |
| Silvant Capital Management LLC | 924 | $45.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 908 | $45.0K | 0.02% | +908 | New |
| Coppell Advisory Solutions Corp. | 908 | $45.0K | 0.02% | +908 | New |
| Central Trust Co | 885 | $43.9K | 0.00% | +885 | New |
| 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 |
| Disciplined Investments, LLC | 838 | $41.5K | 0.02% | −3−0.4% | Reduced |
| Global Retirement Partners, LLC | 725 | $35.9K | 0.00% | +248+52.0% | Added |
| Private Trust Co NA | 663 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 627 | $31.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 624 | $30.9K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 600 | $29.7K | 0.02% | +600 | New |
| Parallel Advisors, LLC | 574 | $28.5K | 0.00% | −95−14.2% | Reduced |
| Column Capital Advisors, LLC | 550 | $27.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 533 | $26.0K | 0.00% | +367+221.1% | Added |
| Bartlett & Co. LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 409 | $20.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 518 | $19.0K | 0.00% | −112−17.8% | Reduced |
| Parkside Financial Bank & Trust | 360 | $17.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 341 | $16.9K | 0.00% | +20+6.2% | Added |
| Guardian Wealth Management, Inc. | 325 | $16.1K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 307 | $15.2K | 0.00% | +307 | New |
| Cowen Prime Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 295 | $14.6K | 0.00% | +295 | New |
| Quent Capital, LLC | 279 | $13.8K | 0.00% | −403−59.1% | Reduced |
| Storebrand Asset Management AS | 270 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 257 | $12.7K | 0.01% | +257 | New |
| Baldwin Brothers Inc | 250 | $12.4K | 0.00% | +250 | New |
| Huntington National Bank | 246 | $12.2K | 0.00% | −15−5.7% | Reduced |
| EverSource Wealth Advisors, LLC | 227 | $11.3K | 0.00% | −71−23.8% | Reduced |
| Macroview Investment Management LLC | 227 | $11.3K | 0.02% | +227 | New |
| Covestor Ltd | 223 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Sound Income Strategies, LLC | 217 | $10.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $10.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $9.32K | 0.01% | +188 | New |
| Larson Financial Group LLC | 183 | $9.06K | 0.00% | +1+0.5% | Added |
| Tompkins Financial Corp | 179 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $8.92K | 0.00% | +180 | New |
| Coston, McIsaac & Partners | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 161 | $7.98K | 0.00% | +19+13.4% | Added |
| SJS Investment Consulting Inc. | 153 | $7.60K | 0.00% | +5+3.4% | Added |
| Pin Oak Investment Advisors Inc | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 128 | $6.34K | 0.00% | −31−19.5% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 109 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $5.00K | 0.00% | −159−61.4% | Reduced |
| Dividend Assets Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 96 | $4.76K | 0.00% | +14+17.1% | Added |
| Allworth Financial LP | 96 | $4.76K | 0.00% | +29+43.3% | Added |
| Raleigh Capital Management Inc. | 83 | $4.13K | 0.00% | +83 | New |
| Newbridge Financial Services Group, Inc. | 83 | $4.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 79 | $3.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $3.87K | 0.00% | +8+11.4% | Added |
| 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 |
| Oakworth Capital, Inc. | 60 | $2.97K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 59 | $2.92K | 0.00% | +59 | New |
| Farther Finance Advisors, LLC | 58 | $2.88K | 0.00% | +58 | New |
| Cornerstone Planning Group LLC | 59 | $2.77K | 0.00% | +59 | New |
| BDO Wealth Advisors, LLC | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $2.33K | 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 |
| JJJ Advisors Inc. | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 30 | $1.49K | 0.00% | +30 | New |
| Accurate Wealth Management, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Washington Trust Co | 27 | $1.34K | 0.00% | −3−10.0% | Reduced |
| National Bank of Canada | 25 | $1.24K | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 23 | $1.00K | 0.00% | +23 | New |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | +10 | 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 |
| Tfo-TDC, LLC | 178 | $990 | 0.00% | +178 | New |
| Hexagon Capital Partners LLC | 18 | $892 | 0.00% | −17−48.6% | Reduced |
| GWM Advisors LLC | 16 | $793 | 0.00% | +16 | New |
| Sofos Investments, Inc. | 50 | $189 | 0.00% | +50 | New |
| Leonteq Securities AG | 2 | $99 | 0.00% | −1−33.3% | Reduced |
| BerganKDV Wealth Management, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −431,461−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −220,908−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −89,467−100.0% | Sold out |