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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 5,947 | $250.7K | 0.01% | +5,947 | New |
| CIBC Asset Management Inc | 5,963 | $251.4K | 0.00% | −325−5.2% | Reduced |
| AlphaMark Advisors, LLC | 5,993 | $253.0K | 0.11% | +5,993 | New |
| DMG Group, LLC | 6,065 | $255.7K | 0.26% | −468−7.2% | Reduced |
| Legacy Financial Advisors, Inc. | 6,140 | $258.9K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,191 | $261.0K | 0.00% | −12,014−66.0% | Reduced |
| Energy Income Partners, LLC | 6,200 | $261.4K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 6,239 | $263.0K | 0.08% | +37+0.6% | Added |
| Cullen Capital Management LLC | 6,457 | $272.2K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 6,491 | $273.7K | 0.00% | −665−9.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,531 | $275.3K | 0.00% | +489+8.1% | Added |
| Exencial Wealth Advisors, LLC | 6,734 | $283.9K | 0.01% | +1,035+18.2% | Added |
| Paragon Capital Management Ltd | 6,820 | $287.6K | 0.06% | −283−4.0% | Reduced |
| Keene & Associates, Inc. | 7,100 | $299.3K | 0.24% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,166 | $302.0K | 0.00% | −41,269−85.2% | Reduced |
| Keebeck Alpha, LP | 7,214 | $304.1K | 0.30% | +7,214 | New |
| Alan B. Lancz & Associates, Inc. | 7,400 | $312.0K | 0.35% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,417 | $312.7K | 0.05% | +7,417 | New |
| United Capital Financial Advisers, LLC | 7,460 | $314.5K | 0.00% | −53−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,617 | $321.1K | 0.00% | −3,071−28.7% | Reduced |
| State of Wyoming | 7,645 | $322.3K | 0.07% | +2,549+50.0% | Added |
| Alps Advisors Inc | 7,680 | $323.8K | 0.00% | +7,680 | New |
| Crossmark Global Holdings, Inc. | 7,840 | $325.0K | 0.01% | −604−7.2% | Reduced |
| Ellis Investment Partners, LLC | 7,789 | $328.4K | 0.08% | −448−5.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,885 | $332.4K | 0.00% | +7,885 | New |
| Simplex Trading, LLC | 7,993 | $336.0K | 0.01% | −5,020−38.6% | Reduced |
| M&T Bank Corp | 8,053 | $339.2K | 0.00% | +568+7.6% | Added |
| Group One Trading, L.P. | 8,057 | $339.7K | 0.01% | −2,803−25.8% | Reduced |
| Teacher Retirement System of Texas | 8,080 | $341.0K | 0.00% | −7,548−48.3% | Reduced |
| First Dallas Securities Inc. | 8,108 | $342.0K | 0.08% | +8,108 | New |
| Meeder Asset Management Inc | 8,138 | $343.1K | 0.03% | +8,138 | New |
| Cambridge Investment Research Advisors, Inc. | 8,806 | $371.0K | 0.00% | +107+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 8,875 | $374.2K | 0.04% | +8,875 | New |
| PAX Financial Group, LLC | 8,885 | $374.6K | 0.09% | +520+6.2% | Added |
| Transform Wealth, LLC | 8,919 | $376.0K | 0.04% | +354+4.1% | Added |
| Fulton Bank, N.A. | 9,204 | $388.0K | 0.02% | +1,032+12.6% | Added |
| Connable Office Inc | 9,308 | $392.4K | 0.05% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,364 | $394.8K | 0.06% | +9,364 | New |
| XTX Topco Ltd | 9,421 | $397.2K | 0.07% | +1,308+16.1% | Added |
| Integrated Investment Consultants, LLC | 9,453 | $398.5K | 0.14% | +1,822+23.9% | Added |
| Evergreen Capital Management LLC | 9,455 | $398.6K | 0.02% | +860+10.0% | Added |
| Winton Group Ltd | 9,545 | $402.4K | 0.03% | +9,545 | New |
| Gibraltar Capital Management, Inc. | 9,623 | $405.7K | 0.18% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 9,646 | $406.7K | 0.00% | −36−0.4% | Reduced |
| Centiva Capital, LP | 9,730 | $410.2K | 0.02% | −584−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,767 | $411.8K | 0.02% | +1,465+17.6% | Added |
| Capital Investment Advisory Services, LLC | 9,913 | $417.9K | 0.04% | +36+0.4% | Added |
| Aventail Capital Group, LP | 10,000 | $421.6K | 0.03% | +10,000 | New |
| Prelude Capital Management, LLC | 10,274 | $433.2K | 0.04% | +10,274 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,503 | $442.8K | 0.00% | +10,503 | New |
| Bayesian Capital Management, LP | 10,700 | $451.1K | 0.05% | +10,700 | New |
| Stephens Inc | 10,968 | $462.4K | 0.01% | −189−1.7% | Reduced |
| First Republic Investment Management, Inc. | 11,176 | $471.2K | 0.00% | +1,010+9.9% | Added |
| Mather Group, LLC. | 11,575 | $488.0K | 0.01% | −40.0% | Reduced |
| Pictet Asset Management Holding SA | 12,078 | $509.2K | 0.00% | +12,078 | New |
| Versor Investments LP | 12,081 | $509.3K | 0.10% | +4,900+68.2% | Added |
| Ridgewood Investments LLC | 12,095 | $509.9K | 0.33% | −150−1.2% | Reduced |
| Shell Asset Management Co | 12,219 | $515.0K | 0.02% | −214−1.7% | Reduced |
| Olistico Wealth, LLC | 12,565 | $529.7K | 0.47% | 00.0% | Unchanged |
| Keybank National Association | 12,701 | $535.5K | 0.00% | +12,701 | New |
| Park Avenue Securities LLC | 12,838 | $541.0K | 0.01% | −420−3.2% | Reduced |
| Creative Planning | 12,865 | $542.4K | 0.00% | +2,568+24.9% | Added |
| KLCM Advisors, Inc. | 13,000 | $548.1K | 0.10% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 13,549 | $571.2K | 0.09% | −2,429−15.2% | Reduced |
| Fruth Investment Management | 13,625 | $574.0K | 0.17% | 00.0% | Unchanged |
| Amundi | 14,000 | $605.4K | 0.00% | +14,000 | New |
| Moody National Bank Trust Division | 14,441 | $608.8K | 0.04% | +2,652+22.5% | Added |
| Savant Capital, LLC | 14,444 | $609.0K | 0.01% | −30.0% | Reduced |
| Kestra Advisory Services, LLC | 14,519 | $612.1K | 0.01% | −665−4.4% | Reduced |
| ProShare Advisors LLC | 14,872 | $627.0K | 0.00% | −883−5.6% | Reduced |
| Gallacher Capital Management LLC | 14,896 | $628.0K | 0.39% | +1,001+7.2% | Added |
| CI Private Wealth, LLC | 14,940 | $629.9K | 0.00% | +2,564+20.7% | Added |
| Public Employees Retirement Association of Colorado | 15,328 | $646.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,531 | $654.8K | 0.00% | −2,849−15.5% | Reduced |
| Ethic Inc. | 15,612 | $658.2K | 0.02% | +3,140+25.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,966 | $673.1K | 0.07% | +15,966 | New |
| Toroso Investments, LLC | 16,171 | $681.8K | 0.02% | +104+0.6% | Added |
| ClariVest Asset Management LLC | 16,403 | $692.0K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,048 | $718.0K | 0.01% | −195−1.1% | Reduced |
| EFG Asset Management (North America) Corp. | 17,097 | $720.7K | 0.17% | +17,097 | New |
| Neuberger Berman Group LLC | 17,179 | $724.3K | 0.00% | +253+1.5% | Added |
| Mutual of America Capital Management LLC | 17,426 | $734.7K | 0.01% | −2,611−13.0% | Reduced |
| Twinbeech Capital LP | 18,716 | $789.1K | 0.02% | −28,669−60.5% | Reduced |
| Penserra Capital Management LLC | 19,413 | $818.0K | 0.02% | +19,413 | New |
| Brinker Capital Investments, LLC | 19,672 | $829.4K | 0.01% | −1,684−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 19,672 | $829.4K | 0.01% | −1,684−7.9% | Reduced |
| Profund Advisors LLC | 19,734 | $832.0K | 0.05% | −3,398−14.7% | Reduced |
| Empowered Funds, LLC | 20,081 | $846.6K | 0.02% | +237+1.2% | Added |
| Martingale Asset Management L P | 20,406 | $860.3K | 0.02% | −2,764−11.9% | Reduced |
| Everence Capital Management Inc | 20,440 | $862.0K | 0.07% | −10,170−33.2% | Reduced |
| Ci Investments Inc. | 20,873 | $880.0K | 0.00% | −21,371−50.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,889 | $880.7K | 0.20% | −49−0.2% | Reduced |
| Bokf, NA | 22,312 | $882.9K | 0.02% | +165+0.7% | Added |
| Nikko Asset Management Americas, Inc. | 21,604 | $910.6K | 0.01% | −5,887−21.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,604 | $910.8K | 0.00% | −5,887−21.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,035 | $929.0K | 0.09% | +22,035 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,178 | $935.0K | 0.00% | +1,118+5.3% | Added |
| JustInvest LLC | 22,543 | $950.4K | 0.03% | +869+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 22,570 | $951.6K | 0.01% | +7,300+47.8% | Added |
| Adams Wealth Management | 23,124 | $974.9K | 0.33% | −3,296−12.5% | Reduced |