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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 18,314 | $654.7K | 0.00% | +3,397+22.8% | Added |
| JustInvest LLC | 18,197 | $650.6K | 0.02% | +3,449+23.4% | Added |
| Empowered Funds, LLC | 17,799 | $636.3K | 0.04% | +17,799 | New |
| Hillsdale Investment Management Inc. | 17,450 | $623.8K | 0.05% | −123,000−87.6% | Reduced |
| Peapack Gladstone Financial Corp | 17,413 | $623.0K | 0.01% | −951−5.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,410 | $622.4K | 0.00% | +10,929+168.6% | Added |
| Captrust Financial Advisors | 17,317 | $619.1K | 0.00% | +1,497+9.5% | Added |
| Federation des caisses Desjardins du Quebec | 15,923 | $569.2K | 0.01% | −8,657−35.2% | Reduced |
| Duality Advisers, LP | 15,669 | $560.2K | 0.06% | +15,669 | New |
| Public Employees Retirement Association of Colorado | 15,328 | $548.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,961 | $534.9K | 0.00% | −66−0.4% | Reduced |
| ProShare Advisors LLC | 14,952 | $534.5K | 0.00% | −1,348−8.3% | Reduced |
| Qsemble Capital Management, LP | 14,900 | $532.7K | 0.36% | +8,100+119.1% | Added |
| Savant Capital, LLC | 14,448 | $516.5K | 0.01% | +14,448 | New |
| Schonfeld Strategic Advisors LLC | 14,271 | $510.2K | 0.00% | −2,229−13.5% | Reduced |
| XTX Topco Ltd | 14,176 | $506.8K | 0.11% | +14,176 | New |
| TD Asset Management Inc | 14,000 | $500.5K | 0.00% | +3,100+28.4% | Added |
| Fruth Investment Management | 13,625 | $487.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,514 | $483.1K | 0.01% | +2,444+22.1% | Added |
| Gagnon Securities LLC | 13,496 | $482.5K | 0.10% | +12+0.1% | Added |
| KLCM Advisors, Inc. | 13,000 | $464.8K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,504 | $447.0K | 0.02% | −44−0.4% | Reduced |
| Burns Matteson Capital Management, LLC | 12,444 | $444.9K | 0.28% | +12,444 | New |
| Olistico Wealth, LLC | 12,065 | $431.3K | 0.42% | 00.0% | Unchanged |
| Pictet Asset Management SA | 12,039 | $430.4K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 11,426 | $408.5K | 0.06% | −14,062−55.2% | Reduced |
| D. E. Shaw & Co., Inc. | 11,200 | $400.4K | 0.00% | +11,200 | New |
| Illinois Municipal Retirement Fund | 10,839 | $387.0K | 0.01% | +10,839 | New |
| Creative Planning | 10,565 | $377.7K | 0.00% | +1,406+15.4% | Added |
| Moody National Bank Trust Division | 10,565 | $377.7K | 0.03% | +2,168+25.8% | Added |
| ARGA Investment Management, LP | 10,143 | $362.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 10,000 | $357.5K | 0.01% | −6,106−37.9% | Reduced |
| Capital Investment Advisory Services, LLC | 9,993 | $357.3K | 0.04% | −216−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,881 | $353.2K | 0.00% | +9,881 | New |
| Stephens Inc | 9,852 | $352.2K | 0.01% | −128−1.3% | Reduced |
| Private Advisor Group, LLC | 9,723 | $347.6K | 0.00% | +9,723 | New |
| Gibraltar Capital Management, Inc. | 9,623 | $344.0K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 9,494 | $339.4K | 0.01% | −10.0% | Reduced |
| Acrisure Capital Management, LLC | 9,304 | $332.6K | 0.34% | +4,035+76.6% | Added |
| Walleye Capital LLC | 8,871 | $317.1K | 0.01% | +8,871 | New |
| KBC Group NV | 8,843 | $316.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,671 | $310.0K | 0.10% | +8,671 | New |
| Two Sigma Securities, LLC | 8,649 | $309.2K | 0.03% | +3,907+82.4% | Added |
| Crossmark Global Holdings, Inc. | 8,626 | $308.0K | 0.01% | +175+2.1% | Added |
| United Capital Financial Advisers, LLC | 8,528 | $304.9K | 0.00% | −325−3.7% | Reduced |
| M&T Bank Corp | 8,420 | $301.5K | 0.00% | −1,156−12.1% | Reduced |
| Boulder Hill Capital Management LP | 8,400 | $300.3K | 0.24% | +8,400 | New |
| Transform Wealth, LLC | 8,364 | $299.0K | 0.03% | +8,364 | New |
| Ameritas Investment Partners, Inc. | 8,061 | $288.2K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 7,977 | $285.2K | 0.07% | +889+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,856 | $281.0K | 0.00% | −651−7.7% | Reduced |
| Boothbay Fund Management, LLC | 7,847 | $280.5K | 0.01% | −896−10.2% | Reduced |
| Evergreen Capital Management LLC | 7,794 | $278.6K | 0.01% | +624+8.7% | Added |
| Saturna Capital CORP | 7,764 | $277.6K | 0.01% | +2,434+45.7% | Added |
| Ethic Inc. | 7,700 | $275.3K | 0.01% | −1,857−19.4% | Reduced |
| Fulton Bank, N.A. | 7,698 | $275.2K | 0.01% | +289+3.9% | Added |
| Alan B. Lancz & Associates, Inc. | 7,400 | $264.6K | 0.27% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,318 | $261.6K | 0.08% | −600−7.6% | Reduced |
| NinePointTwo Capital | 7,325 | $261.0K | 0.10% | +7,325 | New |
| Panagora Asset Management Inc | 7,297 | $260.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 7,186 | $256.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,166 | $256.2K | 0.02% | +7,166 | New |
| DMG Group, LLC | 6,623 | $254.5K | 0.26% | +1,531+30.1% | Added |
| Rafferty Asset Management, LLC | 6,789 | $242.7K | 0.00% | −501−6.9% | Reduced |
| CIBC Asset Management Inc | 6,488 | $231.9K | 0.00% | −168−2.5% | Reduced |
| AE Wealth Management LLC | 6,428 | $229.8K | 0.00% | −26,445−80.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,303 | $225.3K | 0.03% | −1,858−22.8% | Reduced |
| Shelton Capital Management | 6,201 | $221.7K | 0.01% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 6,200 | $221.7K | 0.00% | −200−3.1% | Reduced |
| SignalPoint Asset Management, LLC | 6,155 | $220.0K | 0.07% | +36+0.6% | Added |
| Legacy Financial Advisors, Inc. | 6,130 | $219.1K | 0.04% | −9−0.1% | Reduced |
| Xponance, Inc. | 5,989 | $214.1K | 0.00% | +55+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,975 | $213.6K | 0.04% | −1,683−22.0% | Reduced |
| National Asset Management, Inc. | 5,819 | $208.0K | 0.01% | +5,819 | New |
| Bridgefront Capital, LLC | 5,758 | $205.8K | 0.13% | −1,377−19.3% | Reduced |
| CWM, LLC | 5,704 | $204.0K | 0.00% | +691+13.8% | Added |
| Advisor Partners II, LLC | 5,623 | $201.1K | 0.01% | −317−5.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,600 | $200.2K | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,543 | $198.2K | 0.01% | −770−12.2% | Reduced |
| IFP Advisors, Inc | 3,071 | $193.4K | 0.01% | +196+6.8% | Added |
| Group One Trading, L.P. | 5,160 | $184.5K | 0.01% | +5,160 | New |
| Itau Unibanco Holding S.A. | 4,712 | $168.5K | 0.01% | +4,712 | New |
| SG Americas Securities, LLC | 4,542 | $162.0K | 0.00% | −11,704−72.0% | Reduced |
| Point72 Asset Management, L.P. | 4,125 | $147.5K | 0.00% | +4,125 | New |
| Ridgewood Investments LLC | 3,632 | $129.8K | 0.08% | −2,500−40.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,269 | $116.0K | 0.00% | −2,937−47.3% | Reduced |
| Quadrant Capital Group LLC | 3,235 | $115.7K | 0.01% | −1,262−28.1% | Reduced |
| Counterpoint Mutual Funds LLC | 3,133 | $112.0K | 0.10% | +3,133 | New |
| Advisory Services Network, LLC | 3,048 | $109.0K | 0.00% | +38+1.3% | Added |
| Umb Bank N A | 2,799 | $100.1K | 0.00% | +299+12.0% | Added |
| Federated Hermes, Inc. | 2,464 | $88.1K | 0.00% | −32,525−93.0% | Reduced |
| Chilton Capital Management LLC | 2,000 | $71.5K | 0.00% | +2,000 | New |
| Harbor Investment Advisory, LLC | 1,986 | $71.0K | 0.01% | +1,986 | New |
| Cambridge Trust Co | 1,975 | $70.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,733 | $62.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,592 | $56.9K | 0.01% | +594+59.5% | Added |
| TD Private Client Wealth LLC | 1,457 | $52.1K | 0.00% | +1,457 | New |
| Archer Investment Corp | 1,285 | $51.7K | 0.02% | +1,285 | New |
| Cutler Group LP | 1,375 | $49.0K | 0.01% | −995−42.0% | Reduced |
| Park Place Capital Corp | 1,332 | $47.6K | 0.01% | +1,332 | New |