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, Q1 2023
Institutional positions in Helmerich & Payne, Inc. as of Mar 31, 2023. 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
- 380
- −13 vs. Q4 2022
- Shares held
- 96.8M
- −508.0K (−0.5%) vs. Q4 2022
- Total value
- $3.47B
- −$1.35B (−28.0%) vs. Q4 2022
- New holders
- 58
- 138 more added
- Sold out
- 71
- 131 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | +10 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| BerganKDV Wealth Management, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4 | $143 | 0.00% | −23−85.2% | Reduced |
| Hexagon Capital Partners LLC | 4 | $143 | 0.00% | −14−77.8% | Reduced |
| Tfo-TDC, LLC | 7 | $250 | 0.00% | −171−96.1% | Reduced |
| JJJ Advisors Inc. | 8 | $300 | 0.00% | −27−77.1% | Reduced |
| Adirondack Trust Co | 20 | $715 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $715 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $733 | 0.00% | +21 | New |
| Baystate Wealth Management LLC | 23 | $840 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $894 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 31 | $1.11K | 0.00% | −31−50.0% | Reduced |
| Schubert & Co | 42 | $1.50K | 0.00% | −54−56.3% | Reduced |
| Caldwell Trust Co | 47 | $1.68K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $1.86K | 0.00% | −6−10.3% | Reduced |
| First Horizon Advisors, Inc. | 57 | $2.04K | 0.00% | +57 | New |
| Oakworth Capital, Inc. | 60 | $2.15K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $2.65K | 0.00% | −153−67.4% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $2.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $3.33K | 0.00% | −16−14.7% | Reduced |
| Sofos Investments, Inc. | 36 | $3.46K | 0.15% | −14−28.0% | Reduced |
| Raffa Wealth Management, LLC | 98 | $3.50K | 0.00% | +78+390.0% | Added |
| State of Wyoming | 110 | $3.93K | 0.00% | −18−14.1% | Reduced |
| Hantz Financial Services, Inc. | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 125 | $4.47K | 0.00% | −28−18.3% | Reduced |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 150 | $5.00K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 145 | $5.19K | 0.00% | +62+74.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $5.36K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 155 | $5.54K | 0.00% | +44+39.6% | Added |
| Glassman Wealth Services | 159 | $5.68K | 0.00% | −2−1.2% | Reduced |
| Sound Income Strategies, LLC | 175 | $6.24K | 0.00% | −42−19.4% | Reduced |
| Tompkins Financial Corp | 179 | $6.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 184 | $6.57K | 0.00% | +1+0.5% | Added |
| Red Tortoise LLC | 188 | $6.72K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $7.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $7.22K | 0.00% | +106+110.4% | Added |
| TD Capital Management LLC | 207 | $7.39K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 222 | $8.00K | 0.01% | −1−0.4% | Reduced |
| Bessemer Group Inc | 210 | $8.00K | 0.00% | +110+110.0% | Added |
| Baldwin Brothers Inc | 252 | $8.99K | 0.00% | +2+0.8% | Added |
| Financial Freedom, LLC | 260 | $9.30K | 0.01% | +3+1.2% | Added |
| Quent Capital, LLC | 279 | $9.97K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 280 | $10.0K | 0.00% | +280 | New |
| Huntington National Bank | 286 | $10.2K | 0.00% | +40+16.3% | Added |
| Guardian Wealth Management, Inc. | 321 | $11.5K | 0.01% | −4−1.2% | Reduced |
| AdvisorNet Financial, Inc | 355 | $12.7K | 0.00% | +14+4.1% | Added |
| Parkside Financial Bank & Trust | 363 | $13.0K | 0.00% | +3+0.8% | Added |
| Dark Forest Capital Management LP | 393 | $14.1K | 0.00% | +393 | New |
| Riverview Trust Co | 409 | $14.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 535 | $16.6K | 0.00% | −190−26.2% | Reduced |
| Brown Brothers Harriman & Co | 487 | $17.4K | 0.00% | −1,940−79.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $17.9K | 0.00% | −4−0.8% | Reduced |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | −4−0.8% | Reduced |
| Column Capital Advisors, LLC | 550 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 575 | $20.6K | 0.00% | −1,463−71.8% | Reduced |
| Private Trust Co NA | 583 | $20.8K | 0.00% | −80−12.1% | Reduced |
| Whittier Trust Co | 627 | $22.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 635 | $22.7K | 0.00% | +340+115.3% | Added |
| Parallel Advisors, LLC | 688 | $24.6K | 0.00% | +114+19.9% | Added |
| Ronald Blue Trust, Inc. | 521 | $26.0K | 0.00% | +3+0.6% | Added |
| Disciplined Investments, LLC | 833 | $29.8K | 0.01% | −5−0.6% | Reduced |
| C M Bidwell & Associates Ltd | 865 | $30.9K | 0.02% | +865 | New |
| FinTrust Capital Advisors, LLC | 624 | $30.9K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 872 | $31.2K | 0.00% | −81−8.5% | Reduced |
| Central Trust Co | 885 | $31.6K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 924 | $33.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 935 | $33.4K | 0.00% | −137−12.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,030 | $36.8K | 0.00% | −630−38.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,121 | $40.1K | 0.00% | +10+0.9% | Added |
| Versant Capital Management, Inc | 1,178 | $42.0K | 0.01% | −167−12.4% | Reduced |
| Quarry LP | 1,216 | $43.5K | 0.02% | +1,216 | New |
| Resurgent Financial Advisors LLC | 1,250 | $44.7K | 0.03% | −59−4.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $47.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,332 | $47.6K | 0.01% | +1,332 | New |
| Cutler Group LP | 1,375 | $49.0K | 0.01% | −995−42.0% | Reduced |
| Archer Investment Corp | 1,285 | $51.7K | 0.02% | +1,285 | New |
| TD Private Client Wealth LLC | 1,457 | $52.1K | 0.00% | +1,457 | New |
| Lindbrook Capital, LLC | 1,592 | $56.9K | 0.01% | +594+59.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,733 | $62.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,975 | $70.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,986 | $71.0K | 0.01% | +1,986 | New |
| Chilton Capital Management LLC | 2,000 | $71.5K | 0.00% | +2,000 | New |
| Federated Hermes, Inc. | 2,464 | $88.1K | 0.00% | −32,525−93.0% | Reduced |
| Umb Bank N A | 2,799 | $100.1K | 0.00% | +299+12.0% | Added |
| Advisory Services Network, LLC | 3,048 | $109.0K | 0.00% | +38+1.3% | Added |
| Counterpoint Mutual Funds LLC | 3,133 | $112.0K | 0.10% | +3,133 | New |
| Quadrant Capital Group LLC | 3,235 | $115.7K | 0.01% | −1,262−28.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,269 | $116.0K | 0.00% | −2,937−47.3% | Reduced |
| Ridgewood Investments LLC | 3,632 | $129.8K | 0.08% | −2,500−40.8% | Reduced |
| Point72 Asset Management, L.P. | 4,125 | $147.5K | 0.00% | +4,125 | New |
| SG Americas Securities, LLC | 4,542 | $162.0K | 0.00% | −11,704−72.0% | Reduced |
| Itau Unibanco Holding S.A. | 4,712 | $168.5K | 0.01% | +4,712 | New |
| Group One Trading, L.P. | 5,160 | $184.5K | 0.01% | +5,160 | New |