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, Q3 2023
Institutional positions in Helmerich & Payne, Inc. as of Sep 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
- 376
- +16 vs. Q2 2023
- Shares held
- 97.8M
- +1.85M (+1.9%) vs. Q2 2023
- Total value
- $4.13B
- +$732.9M (+21.5%) vs. Q2 2023
- New holders
- 47
- 124 more added
- Sold out
- 31
- 138 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $253 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 8 | $338 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $380 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $759 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $843 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $888 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $970 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $999 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 24 | $1.02K | 0.00% | +1+4.3% | Added |
| Sofos Investments, Inc. | 36 | $1.40K | 0.00% | +1+2.9% | Added |
| Caldwell Trust Co | 47 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $2.02K | 0.00% | −26−35.1% | Reduced |
| Spire Wealth Management | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $2.23K | 0.00% | +10+23.3% | Added |
| Oakworth Capital, Inc. | 60 | $2.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $2.95K | 0.00% | −8−10.3% | Reduced |
| Carolinas Wealth Consulting LLC | 80 | $3.18K | 0.00% | +23+40.4% | Added |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 95 | $4.00K | 0.00% | +95 | New |
| Raffa Wealth Management, LLC | 98 | $4.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $4.17K | 0.00% | +10+11.2% | Added |
| Harbor Investment Advisory, LLC | 100 | $4.22K | 0.00% | −1,886−95.0% | Reduced |
| Hantz Financial Services, Inc. | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $5.27K | 0.00% | −126−50.2% | Reduced |
| Coston, McIsaac & Partners | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $6.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 152 | $6.40K | 0.00% | +12+8.6% | Added |
| Massmutual Trust Co FSB | 162 | $6.83K | 0.00% | +22+15.7% | Added |
| Tompkins Financial Corp | 179 | $7.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 181 | $7.63K | 0.00% | +47+35.1% | Added |
| Red Tortoise LLC | 188 | $7.93K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 172 | $8.00K | 0.00% | +125+266.0% | Added |
| WR Wealth Planners, LLC | 200 | $8.43K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 202 | $8.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 205 | $8.64K | 0.00% | +2+1.0% | Added |
| TD Capital Management LLC | 207 | $8.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 220 | $9.00K | 0.01% | −1−0.5% | Reduced |
| Hexagon Capital Partners LLC | 229 | $9.65K | 0.00% | +189+472.5% | Added |
| GWM Advisors LLC | 248 | $10.5K | 0.00% | +80+47.6% | Added |
| Financial Freedom, LLC | 260 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 279 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 297 | $13.0K | 0.00% | −609−67.2% | Reduced |
| Guardian Wealth Management, Inc. | 321 | $13.6K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 338 | $14.3K | 0.00% | −56−14.2% | Reduced |
| AdvisorNet Financial, Inc | 354 | $14.9K | 0.00% | +3+0.9% | Added |
| Parkside Financial Bank & Trust | 360 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 467 | $16.0K | 0.00% | −49−9.5% | Reduced |
| Brown Brothers Harriman & Co | 427 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 437 | $18.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 439 | $18.5K | 0.01% | +439 | New |
| Capital Advisors, Ltd. LLC | 457 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 490 | $19.1K | 0.00% | +12+2.5% | Added |
| LGT Financial Advisors LLC | 475 | $20.0K | 0.03% | +475 | New |
| Bartlett & Co. LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $21.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 514 | $21.7K | 0.00% | −5−1.0% | Reduced |
| Allworth Financial LP | 547 | $23.1K | 0.00% | +14+2.6% | Added |
| Column Capital Advisors, LLC | 550 | $23.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 580 | $24.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 664 | $28.0K | 0.00% | +45+7.3% | Added |
| Whittier Trust Co | 680 | $28.7K | 0.00% | +53+8.5% | Added |
| FinTrust Capital Advisors, LLC | 737 | $31.1K | 0.01% | +113+18.1% | Added |
| Central Trust Co | 885 | $37.3K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 900 | $37.9K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $41.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,011 | $42.6K | 0.01% | −26−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,030 | $43.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 908 | $45.0K | 0.02% | +908 | New |
| Clearstead Advisors, LLC | 1,085 | $45.7K | 0.00% | +85+8.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,145 | $48.3K | 0.00% | +10+0.9% | Added |
| Federated Hermes, Inc. | 1,179 | $49.7K | 0.00% | +43+3.8% | Added |
| Tower Research Capital LLC (TRC) | 1,184 | $49.9K | 0.00% | −2,176−64.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,216 | $51.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,285 | $54.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,343 | $56.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,389 | $58.6K | 0.02% | +105+8.2% | Added |
| IFP Advisors, Inc | 1,447 | $61.0K | 0.00% | −843−36.8% | Reduced |
| TD Private Client Wealth LLC | 1,904 | $80.3K | 0.00% | +447+30.7% | Added |
| Cambridge Trust Co | 1,975 | $83.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $84.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,300 | $97.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,540 | $107.0K | 0.00% | −5,068−66.6% | Reduced |
| CWM, LLC | 3,111 | $131.0K | 0.00% | −2,021−39.4% | Reduced |
| Cutler Group LP | 3,468 | $146.0K | 0.02% | +2,100+153.5% | Added |
| Kapitalo Investimentos Ltda | 3,819 | $161.0K | 0.02% | +3,819 | New |
| LSV Asset Management | 4,800 | $202.0K | 0.00% | +4,800 | New |
| ISAM Funds (UK) Ltd | 4,827 | $203.5K | 0.13% | +4,827 | New |
| Shelton Capital Management | 4,856 | $204.7K | 0.01% | −836−14.7% | Reduced |
| Quadrant Capital Group LLC | 4,923 | $207.6K | 0.02% | +133+2.8% | Added |
| Capital Investment Advisors, LLC | 5,265 | $222.0K | 0.01% | +5,265 | New |
| Inceptionr LLC | 5,460 | $230.2K | 0.13% | +5,460 | New |
| Cottage Street Advisors LLC | 5,602 | $236.2K | 0.17% | +5,602 | New |
| Greylin Investment Mangement Inc | 5,736 | $241.8K | 0.04% | +41+0.7% | Added |
| Metropolitan Life Insurance Co | 5,782 | $243.8K | 0.01% | +146+2.6% | Added |
| Xponance, Inc. | 5,913 | $249.3K | 0.00% | −76−1.3% | Reduced |