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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3,071 | $193.4K | 0.01% | +196+6.8% | Added |
| Metropolitan Life Insurance Co | 5,543 | $198.2K | 0.01% | −770−12.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,600 | $200.2K | 0.11% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,623 | $201.1K | 0.01% | −317−5.3% | Reduced |
| CWM, LLC | 5,704 | $204.0K | 0.00% | +691+13.8% | Added |
| Bridgefront Capital, LLC | 5,758 | $205.8K | 0.13% | −1,377−19.3% | Reduced |
| National Asset Management, Inc. | 5,819 | $208.0K | 0.01% | +5,819 | New |
| Campbell & CO Investment Adviser LLC | 5,975 | $213.6K | 0.04% | −1,683−22.0% | Reduced |
| Xponance, Inc. | 5,989 | $214.1K | 0.00% | +55+0.9% | Added |
| Legacy Financial Advisors, Inc. | 6,130 | $219.1K | 0.04% | −9−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 6,155 | $220.0K | 0.07% | +36+0.6% | Added |
| Energy Income Partners, LLC | 6,200 | $221.7K | 0.00% | −200−3.1% | Reduced |
| Shelton Capital Management | 6,201 | $221.7K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,303 | $225.3K | 0.03% | −1,858−22.8% | Reduced |
| AE Wealth Management LLC | 6,428 | $229.8K | 0.00% | −26,445−80.4% | Reduced |
| CIBC Asset Management Inc | 6,488 | $231.9K | 0.00% | −168−2.5% | Reduced |
| Rafferty Asset Management, LLC | 6,789 | $242.7K | 0.00% | −501−6.9% | Reduced |
| DMG Group, LLC | 6,623 | $254.5K | 0.26% | +1,531+30.1% | Added |
| Quantbot Technologies LP | 7,166 | $256.2K | 0.02% | +7,166 | New |
| Commerce Bank | 7,186 | $256.9K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,297 | $260.9K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 7,325 | $261.0K | 0.10% | +7,325 | New |
| McDonald Partners LLC | 7,318 | $261.6K | 0.08% | −600−7.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,400 | $264.6K | 0.27% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,698 | $275.2K | 0.01% | +289+3.9% | Added |
| Ethic Inc. | 7,700 | $275.3K | 0.01% | −1,857−19.4% | Reduced |
| Saturna Capital CORP | 7,764 | $277.6K | 0.01% | +2,434+45.7% | Added |
| Evergreen Capital Management LLC | 7,794 | $278.6K | 0.01% | +624+8.7% | Added |
| Boothbay Fund Management, LLC | 7,847 | $280.5K | 0.01% | −896−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,856 | $281.0K | 0.00% | −651−7.7% | Reduced |
| PAX Financial Group, LLC | 7,977 | $285.2K | 0.07% | +889+12.5% | Added |
| Ameritas Investment Partners, Inc. | 8,061 | $288.2K | 0.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 8,364 | $299.0K | 0.03% | +8,364 | New |
| Boulder Hill Capital Management LP | 8,400 | $300.3K | 0.24% | +8,400 | New |
| M&T Bank Corp | 8,420 | $301.5K | 0.00% | −1,156−12.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,528 | $304.9K | 0.00% | −325−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 8,626 | $308.0K | 0.01% | +175+2.1% | Added |
| Two Sigma Securities, LLC | 8,649 | $309.2K | 0.03% | +3,907+82.4% | Added |
| Fox Run Management, L.L.C. | 8,671 | $310.0K | 0.10% | +8,671 | New |
| KBC Group NV | 8,843 | $316.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,871 | $317.1K | 0.01% | +8,871 | New |
| Acrisure Capital Management, LLC | 9,304 | $332.6K | 0.34% | +4,035+76.6% | Added |
| Mather Group, LLC. | 9,494 | $339.4K | 0.01% | −10.0% | Reduced |
| Gibraltar Capital Management, Inc. | 9,623 | $344.0K | 0.16% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,723 | $347.6K | 0.00% | +9,723 | New |
| Stephens Inc | 9,852 | $352.2K | 0.01% | −128−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,881 | $353.2K | 0.00% | +9,881 | New |
| Capital Investment Advisory Services, LLC | 9,993 | $357.3K | 0.04% | −216−2.1% | Reduced |
| Bokf, NA | 10,000 | $357.5K | 0.01% | −6,106−37.9% | Reduced |
| ARGA Investment Management, LP | 10,143 | $362.6K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,565 | $377.7K | 0.03% | +2,168+25.8% | Added |
| Creative Planning | 10,565 | $377.7K | 0.00% | +1,406+15.4% | Added |
| Illinois Municipal Retirement Fund | 10,839 | $387.0K | 0.01% | +10,839 | New |
| D. E. Shaw & Co., Inc. | 11,200 | $400.4K | 0.00% | +11,200 | New |
| Caxton Associates LP | 11,426 | $408.5K | 0.06% | −14,062−55.2% | Reduced |
| Pictet Asset Management SA | 12,039 | $430.4K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 12,065 | $431.3K | 0.42% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 12,444 | $444.9K | 0.28% | +12,444 | New |
| Shell Asset Management Co | 12,504 | $447.0K | 0.02% | −44−0.4% | Reduced |
| KLCM Advisors, Inc. | 13,000 | $464.8K | 0.09% | 00.0% | Unchanged |
| Gagnon Securities LLC | 13,496 | $482.5K | 0.10% | +12+0.1% | Added |
| Kestra Advisory Services, LLC | 13,514 | $483.1K | 0.01% | +2,444+22.1% | Added |
| Fruth Investment Management | 13,625 | $487.0K | 0.14% | 00.0% | Unchanged |
| TD Asset Management Inc | 14,000 | $500.5K | 0.00% | +3,100+28.4% | Added |
| XTX Topco Ltd | 14,176 | $506.8K | 0.11% | +14,176 | New |
| Schonfeld Strategic Advisors LLC | 14,271 | $510.2K | 0.00% | −2,229−13.5% | Reduced |
| Savant Capital, LLC | 14,448 | $516.5K | 0.01% | +14,448 | New |
| Qsemble Capital Management, LP | 14,900 | $532.7K | 0.36% | +8,100+119.1% | Added |
| ProShare Advisors LLC | 14,952 | $534.5K | 0.00% | −1,348−8.3% | Reduced |
| Neuberger Berman Group LLC | 14,961 | $534.9K | 0.00% | −66−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,328 | $548.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 15,669 | $560.2K | 0.06% | +15,669 | New |
| Federation des caisses Desjardins du Quebec | 15,923 | $569.2K | 0.01% | −8,657−35.2% | Reduced |
| Captrust Financial Advisors | 17,317 | $619.1K | 0.00% | +1,497+9.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,410 | $622.4K | 0.00% | +10,929+168.6% | Added |
| Peapack Gladstone Financial Corp | 17,413 | $623.0K | 0.01% | −951−5.2% | Reduced |
| Hillsdale Investment Management Inc. | 17,450 | $623.8K | 0.05% | −123,000−87.6% | Reduced |
| Empowered Funds, LLC | 17,799 | $636.3K | 0.04% | +17,799 | New |
| JustInvest LLC | 18,197 | $650.6K | 0.02% | +3,449+23.4% | Added |
| Stifel Financial Corp | 18,314 | $654.7K | 0.00% | +3,397+22.8% | Added |
| Commonwealth Equity Services, LLC | 18,383 | $657.0K | 0.00% | −4,134−18.4% | Reduced |
| Wolverine Trading, LLC | 18,794 | $667.0K | 0.02% | +5,393+40.2% | Added |
| Virginia Retirement Systems Et Al | 18,900 | $675.7K | 0.01% | −800−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,157 | $684.9K | 0.00% | +357+1.9% | Added |
| Brinker Capital Investments, LLC | 19,349 | $691.7K | 0.01% | −499−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 19,349 | $691.7K | 0.01% | +19,349 | New |
| Essex Investment Management Co LLC | 19,392 | $693.3K | 0.10% | +19,392 | New |
| Martingale Asset Management L P | 19,670 | $703.2K | 0.01% | +19,670 | New |
| Raymond James & Associates | 19,976 | $714.1K | 0.00% | +1,225+6.5% | Added |
| Versor Investments LP | 20,200 | $722.1K | 0.09% | +6,228+44.6% | Added |
| MorganRosel Wealth Management, LLC | 20,332 | $726.9K | 0.31% | +3,063+17.7% | Added |
| MML Investors Services, LLC | 20,416 | $730.0K | 0.01% | +20,416 | New |
| Asset Management One Co.,Ltd. | 20,516 | $733.4K | 0.00% | +14,157+222.6% | Added |
| The PNC Financial Services Group, Inc. | 20,632 | $737.6K | 0.00% | +3,575+21.0% | Added |
| Kula Investments, LLC | 20,663 | $738.7K | 0.18% | +12,449+151.6% | Added |
| Advisor Group Holdings, Inc. | 20,683 | $739.5K | 0.00% | −11,608−35.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,938 | $748.5K | 0.18% | +3,639+21.0% | Added |
| Mutual of America Capital Management LLC | 21,518 | $769.3K | 0.01% | −548−2.5% | Reduced |
| ClariVest Asset Management LLC | 21,630 | $774.0K | 0.03% | +5,908+37.6% | Added |
| Profund Advisors LLC | 21,890 | $782.6K | 0.05% | −3,719−14.5% | Reduced |