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, Q2 2023
Institutional positions in Helmerich & Payne, Inc. as of Jun 30, 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
- 365
- −13 vs. Q1 2023
- Shares held
- 96.0M
- −838.8K (−0.9%) vs. Q1 2023
- Total value
- $3.40B
- −$68.9M (−2.0%) vs. Q1 2023
- New holders
- 46
- 127 more added
- Sold out
- 59
- 134 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $284 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $320 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 15 | $532 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 18 | $639 | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 20 | $709 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $738 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $744 | 0.00% | −812−97.5% | Reduced |
| Gradient Investments LLC | 23 | $815 | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 23 | $846 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $886 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $895 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 40 | $1.42K | 0.00% | +36+900.0% | Added |
| Farther Finance Advisors, LLC | 43 | $1.52K | 0.00% | −9−17.3% | Reduced |
| Caldwell Trust Co | 47 | $1.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 47 | $2.00K | 0.00% | +47 | New |
| Carolinas Wealth Consulting LLC | 57 | $2.02K | 0.00% | +57 | New |
| Oakworth Capital, Inc. | 60 | $2.13K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $2.62K | 0.00% | +17+29.8% | Added |
| Farmers & Merchants Investments Inc | 78 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 84 | $3.00K | 0.00% | +84 | New |
| JFS Wealth Advisors, LLC | 89 | $3.16K | 0.00% | −4−4.3% | Reduced |
| BDO Wealth Advisors, LLC | 90 | $3.19K | 0.00% | +40+80.0% | Added |
| Raffa Wealth Management, LLC | 98 | $3.47K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 134 | $4.75K | 0.00% | +134 | New |
| SJS Investment Consulting Inc. | 140 | $4.96K | 0.00% | +15+12.0% | Added |
| Massmutual Trust Co FSB | 140 | $4.96K | 0.00% | −15−9.7% | Reduced |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $5.11K | 0.00% | −31−17.7% | Reduced |
| GWM Advisors LLC | 168 | $5.96K | 0.00% | +168 | New |
| Tompkins Financial Corp | 179 | $6.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 185 | $6.57K | 0.00% | +1+0.5% | Added |
| Red Tortoise LLC | 188 | $6.67K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $7.09K | 0.00% | +200 | New |
| Glassman Wealth Services | 202 | $7.16K | 0.00% | +43+27.0% | Added |
| Huntington National Bank | 203 | $7.20K | 0.00% | −83−29.0% | Reduced |
| TD Capital Management LLC | 207 | $7.33K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 221 | $8.00K | 0.01% | −1−0.5% | Reduced |
| Baldwin Brothers Inc | 251 | $8.90K | 0.00% | −1−0.4% | Reduced |
| Financial Freedom, LLC | 260 | $9.23K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 279 | $9.89K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 283 | $10.1K | 0.00% | +283 | New |
| Cowen Prime Advisors LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 321 | $11.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 351 | $12.4K | 0.00% | −4−1.1% | Reduced |
| Parkside Financial Bank & Trust | 360 | $12.8K | 0.00% | −3−0.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 394 | $14.0K | 0.00% | +114+40.7% | Added |
| Brown Brothers Harriman & Co | 427 | $15.1K | 0.00% | −60−12.3% | Reduced |
| EverSource Wealth Advisors, LLC | 437 | $15.5K | 0.00% | +363+490.5% | Added |
| Capital Advisors, Ltd. LLC | 457 | $16.0K | 0.00% | +457 | New |
| Global Retirement Partners, LLC | 478 | $16.9K | 0.00% | −57−10.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 516 | $18.0K | 0.00% | −5−1.0% | Reduced |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 519 | $18.4K | 0.00% | −416−44.5% | Reduced |
| Allworth Financial LP | 533 | $18.9K | 0.00% | +331+163.9% | Added |
| Column Capital Advisors, LLC | 550 | $19.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 580 | $20.6K | 0.00% | −3−0.5% | Reduced |
| Parallel Advisors, LLC | 619 | $21.9K | 0.00% | −69−10.0% | Reduced |
| Whittier Trust Co | 627 | $22.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $26.0K | 0.00% | −18,659−96.2% | Reduced |
| FinTrust Capital Advisors, LLC | 624 | $30.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 885 | $31.4K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 900 | $31.9K | 0.02% | −350−28.0% | Reduced |
| Silvant Capital Management LLC | 924 | $32.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 906 | $33.0K | 0.00% | +696+331.4% | Added |
| Clearstead Advisors, LLC | 1,000 | $35.5K | 0.00% | +1,000 | New |
| Nomura Asset Management Co Ltd | 1,030 | $36.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,037 | $36.8K | 0.01% | −141−12.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,135 | $40.2K | 0.00% | +14+1.2% | Added |
| Federated Hermes, Inc. | 1,136 | $40.3K | 0.00% | −1,328−53.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,216 | $43.1K | 0.00% | −517−29.8% | Reduced |
| Park Place Capital Corp | 1,284 | $45.5K | 0.01% | −48−3.6% | Reduced |
| Archer Investment Corp | 1,285 | $45.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,343 | $47.6K | 0.01% | −249−15.6% | Reduced |
| Cutler Group LP | 1,368 | $48.0K | 0.01% | −7−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $49.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,457 | $51.7K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,874 | $66.4K | 0.01% | +1,874 | New |
| Cambridge Trust Co | 1,975 | $70.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,986 | $70.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $70.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,118 | $75.1K | 0.00% | −2,007−48.7% | Reduced |
| Umb Bank N A | 2,300 | $81.5K | 0.00% | −499−17.8% | Reduced |
| Aquatic Capital Management LLC | 2,700 | $96.0K | 0.01% | −20,000−88.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,360 | $119.1K | 0.00% | +91+2.8% | Added |
| IFP Advisors, Inc | 2,290 | $144.2K | 0.01% | −781−25.4% | Reduced |
| Quadrant Capital Group LLC | 4,790 | $169.8K | 0.02% | +1,555+48.1% | Added |
| State of Wyoming | 5,096 | $180.7K | 0.05% | +4,986+4,532.7% | Added |
| CWM, LLC | 5,132 | $182.0K | 0.00% | −572−10.0% | Reduced |
| Metropolitan Life Insurance Co | 5,636 | $199.8K | 0.01% | +93+1.7% | Added |
| Shelton Capital Management | 5,692 | $201.8K | 0.01% | −509−8.2% | Reduced |
| Greylin Investment Mangement Inc | 5,695 | $201.9K | 0.04% | +5,695 | New |
| Exencial Wealth Advisors, LLC | 5,699 | $202.0K | 0.01% | +5,699 | New |
| Xponance, Inc. | 5,989 | $212.3K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,042 | $214.2K | 0.00% | +6,042 | New |