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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 627 | $22.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 619 | $21.9K | 0.00% | −69−10.0% | Reduced |
| Private Trust Co NA | 580 | $20.6K | 0.00% | −3−0.5% | Reduced |
| Column Capital Advisors, LLC | 550 | $19.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 533 | $18.9K | 0.00% | +331+163.9% | Added |
| Signaturefd, LLC | 519 | $18.4K | 0.00% | −416−44.5% | Reduced |
| Ronald Blue Trust, Inc. | 516 | $18.0K | 0.00% | −5−1.0% | Reduced |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 478 | $16.9K | 0.00% | −57−10.7% | Reduced |
| Capital Advisors, Ltd. LLC | 457 | $16.0K | 0.00% | +457 | New |
| EverSource Wealth Advisors, LLC | 437 | $15.5K | 0.00% | +363+490.5% | Added |
| Brown Brothers Harriman & Co | 427 | $15.1K | 0.00% | −60−12.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 394 | $14.0K | 0.00% | +114+40.7% | Added |
| Parkside Financial Bank & Trust | 360 | $12.8K | 0.00% | −3−0.8% | Reduced |
| AdvisorNet Financial, Inc | 351 | $12.4K | 0.00% | −4−1.1% | Reduced |
| Guardian Wealth Management, Inc. | 321 | $11.4K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 283 | $10.1K | 0.00% | +283 | New |
| Quent Capital, LLC | 279 | $9.89K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 260 | $9.23K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 251 | $8.90K | 0.00% | −1−0.4% | Reduced |
| Covestor Ltd | 221 | $8.00K | 0.01% | −1−0.5% | Reduced |
| TD Capital Management LLC | 207 | $7.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 203 | $7.20K | 0.00% | −83−29.0% | Reduced |
| Glassman Wealth Services | 202 | $7.16K | 0.00% | +43+27.0% | Added |
| WR Wealth Planners, LLC | 200 | $7.09K | 0.00% | +200 | New |
| Red Tortoise LLC | 188 | $6.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 185 | $6.57K | 0.00% | +1+0.5% | Added |
| Tompkins Financial Corp | 179 | $6.35K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 168 | $5.96K | 0.00% | +168 | New |
| Sound Income Strategies, LLC | 144 | $5.11K | 0.00% | −31−17.7% | Reduced |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $4.96K | 0.00% | −15−9.7% | Reduced |
| SJS Investment Consulting Inc. | 140 | $4.96K | 0.00% | +15+12.0% | Added |
| Cornerstone Planning Group LLC | 134 | $4.75K | 0.00% | +134 | New |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $3.47K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 90 | $3.19K | 0.00% | +40+80.0% | Added |
| JFS Wealth Advisors, LLC | 89 | $3.16K | 0.00% | −4−4.3% | Reduced |
| Tradition Wealth Management, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 78 | $2.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $2.62K | 0.00% | +17+29.8% | Added |
| Oakworth Capital, Inc. | 60 | $2.13K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $2.02K | 0.00% | +57 | New |
| Psagot Value Holdings Ltd. / (Israel) | 47 | $2.00K | 0.00% | +47 | New |
| Spire Wealth Management | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $1.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $1.52K | 0.00% | −9−17.3% | Reduced |
| Hexagon Capital Partners LLC | 40 | $1.42K | 0.00% | +36+900.0% | Added |
| Adirondack Trust Co | 20 | $895 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $886 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 23 | $846 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $815 | 0.00% | +23 | New |
| Disciplined Investments, LLC | 21 | $744 | 0.00% | −812−97.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 21 | $738 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $709 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $639 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 15 | $532 | 0.00% | +15 | New |
| Abound Wealth Management | 9 | $320 | 0.00% | +9 | New |
| JJJ Advisors Inc. | 8 | $284 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | – | – | −1−2.8% | Reduced |
| Capital World Investors | 0 | $0 | 0.00% | −203,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −122,969−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,767−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −49,465−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −46,603−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −46,600−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −39,241−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,544−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,049−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −28,873−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −25,715−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −23,342−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −20,516−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −20,332−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −17,450−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,669−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Gagnon Securities LLC | 0 | $0 | 0.00% | −13,496−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −12,444−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −11,426−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −10,839−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,881−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −9,723−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,649−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −7,764−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −7,325−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,297−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,166−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −6,789−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |