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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 1,179 | $49.7K | 0.00% | +43+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,145 | $48.3K | 0.00% | +10+0.9% | Added |
| Clearstead Advisors, LLC | 1,085 | $45.7K | 0.00% | +85+8.5% | Added |
| Coppell Advisory Solutions LLC | 908 | $45.0K | 0.02% | +908 | New |
| Nomura Asset Management Co Ltd | 1,030 | $43.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,011 | $42.6K | 0.01% | −26−2.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,585 | $41.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 900 | $37.9K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 885 | $37.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 737 | $31.1K | 0.01% | +113+18.1% | Added |
| Whittier Trust Co | 680 | $28.7K | 0.00% | +53+8.5% | Added |
| Parallel Advisors, LLC | 664 | $28.0K | 0.00% | +45+7.3% | Added |
| Private Trust Co NA | 580 | $24.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 550 | $23.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 547 | $23.1K | 0.00% | +14+2.6% | Added |
| Signaturefd, LLC | 514 | $21.7K | 0.00% | −5−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 475 | $20.0K | 0.03% | +475 | New |
| Global Retirement Partners, LLC | 490 | $19.1K | 0.00% | +12+2.5% | Added |
| Capital Advisors, Ltd. LLC | 457 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 439 | $18.5K | 0.01% | +439 | New |
| EverSource Wealth Advisors, LLC | 437 | $18.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 427 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 467 | $16.0K | 0.00% | −49−9.5% | Reduced |
| Parkside Financial Bank & Trust | 360 | $15.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 354 | $14.9K | 0.00% | +3+0.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 338 | $14.3K | 0.00% | −56−14.2% | Reduced |
| Guardian Wealth Management, Inc. | 321 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 297 | $13.0K | 0.00% | −609−67.2% | Reduced |
| Quent Capital, LLC | 279 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 260 | $11.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 248 | $10.5K | 0.00% | +80+47.6% | Added |
| Hexagon Capital Partners LLC | 229 | $9.65K | 0.00% | +189+472.5% | Added |
| Covestor Ltd | 220 | $9.00K | 0.01% | −1−0.5% | Reduced |
| TD Capital Management LLC | 207 | $8.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 205 | $8.64K | 0.00% | +2+1.0% | Added |
| Glassman Wealth Services | 202 | $8.52K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $8.43K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 172 | $8.00K | 0.00% | +125+266.0% | Added |
| Red Tortoise LLC | 188 | $7.93K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 181 | $7.63K | 0.00% | +47+35.1% | Added |
| Tompkins Financial Corp | 179 | $7.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $6.83K | 0.00% | +22+15.7% | Added |
| SJS Investment Consulting Inc. | 152 | $6.40K | 0.00% | +12+8.6% | Added |
| Sound Income Strategies, LLC | 144 | $6.07K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $5.27K | 0.00% | −126−50.2% | Reduced |
| Hantz Financial Services, Inc. | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $4.22K | 0.00% | −1,886−95.0% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $4.17K | 0.00% | +10+11.2% | Added |
| Raffa Wealth Management, LLC | 98 | $4.13K | 0.00% | 00.0% | Unchanged |
| 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 |
| Carolinas Wealth Consulting LLC | 80 | $3.18K | 0.00% | +23+40.4% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.95K | 0.00% | −8−10.3% | Reduced |
| Oakworth Capital, Inc. | 60 | $2.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $2.23K | 0.00% | +10+23.3% | Added |
| Spire Wealth Management | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $2.02K | 0.00% | −26−35.1% | Reduced |
| Caldwell Trust Co | 47 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 36 | $1.40K | 0.00% | +1+2.9% | Added |
| Baystate Wealth Management LLC | 24 | $1.02K | 0.00% | +1+4.3% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| National Bank of Canada | 25 | $999 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $970 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $888 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $843 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $759 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $380 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $338 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $253 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −694,829−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −639,790−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −410,082−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −185,928−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −163,087−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −112,331−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −101,361−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −67,561−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,677−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −56,665−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,680−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −27,484−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,848−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −22,390−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,055−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −17,817−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −16,664−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,298−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |