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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $47.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,250 | $44.7K | 0.03% | −59−4.5% | Reduced |
| Quarry LP | 1,216 | $43.5K | 0.02% | +1,216 | New |
| Versant Capital Management, Inc | 1,178 | $42.0K | 0.01% | −167−12.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,121 | $40.1K | 0.00% | +10+0.9% | Added |
| Nomura Asset Management Co Ltd | 1,030 | $36.8K | 0.00% | −630−38.0% | Reduced |
| Signaturefd, LLC | 935 | $33.4K | 0.00% | −137−12.8% | Reduced |
| Silvant Capital Management LLC | 924 | $33.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 885 | $31.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 872 | $31.2K | 0.00% | −81−8.5% | Reduced |
| FinTrust Capital Advisors, LLC | 624 | $30.9K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 865 | $30.9K | 0.02% | +865 | New |
| Disciplined Investments, LLC | 833 | $29.8K | 0.01% | −5−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 521 | $26.0K | 0.00% | +3+0.6% | Added |
| Parallel Advisors, LLC | 688 | $24.6K | 0.00% | +114+19.9% | Added |
| Belpointe Asset Management LLC | 635 | $22.7K | 0.00% | +340+115.3% | Added |
| Whittier Trust Co | 627 | $22.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 583 | $20.8K | 0.00% | −80−12.1% | Reduced |
| Ellevest, Inc. | 575 | $20.6K | 0.00% | −1,463−71.8% | Reduced |
| Column Capital Advisors, LLC | 550 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | −4−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $17.9K | 0.00% | −4−0.8% | Reduced |
| Brown Brothers Harriman & Co | 487 | $17.4K | 0.00% | −1,940−79.9% | Reduced |
| Global Retirement Partners, LLC | 535 | $16.6K | 0.00% | −190−26.2% | Reduced |
| Riverview Trust Co | 409 | $14.6K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 393 | $14.1K | 0.00% | +393 | New |
| Parkside Financial Bank & Trust | 363 | $13.0K | 0.00% | +3+0.8% | Added |
| AdvisorNet Financial, Inc | 355 | $12.7K | 0.00% | +14+4.1% | Added |
| Guardian Wealth Management, Inc. | 321 | $11.5K | 0.01% | −4−1.2% | Reduced |
| Huntington National Bank | 286 | $10.2K | 0.00% | +40+16.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 280 | $10.0K | 0.00% | +280 | New |
| Cowen Prime Advisors LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 279 | $9.97K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 260 | $9.30K | 0.01% | +3+1.2% | Added |
| Baldwin Brothers Inc | 252 | $8.99K | 0.00% | +2+0.8% | Added |
| Covestor Ltd | 222 | $8.00K | 0.01% | −1−0.4% | Reduced |
| Bessemer Group Inc | 210 | $8.00K | 0.00% | +110+110.0% | Added |
| TD Capital Management LLC | 207 | $7.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $7.22K | 0.00% | +106+110.4% | Added |
| Trust Co | 200 | $7.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $6.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 184 | $6.57K | 0.00% | +1+0.5% | Added |
| Tompkins Financial Corp | 179 | $6.40K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 175 | $6.24K | 0.00% | −42−19.4% | Reduced |
| Glassman Wealth Services | 159 | $5.68K | 0.00% | −2−1.2% | Reduced |
| Massmutual Trust Co FSB | 155 | $5.54K | 0.00% | +44+39.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $5.36K | 0.00% | +150 | New |
| Raleigh Capital Management Inc. | 145 | $5.19K | 0.00% | +62+74.7% | Added |
| 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 |
| SJS Investment Consulting Inc. | 125 | $4.47K | 0.00% | −28−18.3% | Reduced |
| Hantz Financial Services, Inc. | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 110 | $3.93K | 0.00% | −18−14.1% | Reduced |
| Raffa Wealth Management, LLC | 98 | $3.50K | 0.00% | +78+390.0% | Added |
| Sofos Investments, Inc. | 36 | $3.46K | 0.15% | −14−28.0% | Reduced |
| JFS Wealth Advisors, LLC | 93 | $3.33K | 0.00% | −16−14.7% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $2.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $2.65K | 0.00% | −153−67.4% | Reduced |
| Oakworth Capital, Inc. | 60 | $2.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 57 | $2.04K | 0.00% | +57 | New |
| Farther Finance Advisors, LLC | 52 | $1.86K | 0.00% | −6−10.3% | Reduced |
| BDO Wealth Advisors, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $1.68K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $1.50K | 0.00% | −54−56.3% | Reduced |
| Sageworth Trust Co of South Dakota | 31 | $1.11K | 0.00% | −31−50.0% | Reduced |
| National Bank of Canada | 25 | $894 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 23 | $840 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $733 | 0.00% | +21 | New |
| Adirondack Trust Co | 20 | $715 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $715 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $300 | 0.00% | −27−77.1% | Reduced |
| Tfo-TDC, LLC | 7 | $250 | 0.00% | −171−96.1% | Reduced |
| Washington Trust Co | 4 | $143 | 0.00% | −23−85.2% | Reduced |
| Hexagon Capital Partners LLC | 4 | $143 | 0.00% | −14−77.8% | Reduced |
| Leonteq Securities AG | 2 | $72 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | +10 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −995,428−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −344,908−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −237,017−100.0% | Sold out |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −224,525−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −204,272−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −135,365−100.0% | Sold out |
| Parus Finance (UK) Ltd | 0 | $0 | 0.00% | −118,000−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −104,682−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −88,500−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −83,053−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −61,293−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −60,763−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −44,249−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −38,940−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −21,771−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,685−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −15,178−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −14,897−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −12,072−100.0% | Sold out |