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, Q4 2023
Institutional positions in Helmerich & Payne, Inc. as of Dec 31, 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
- 393
- +21 vs. Q3 2023
- Shares held
- 105.0M
- +7.19M (+7.4%) vs. Q3 2023
- Total value
- $3.80B
- −$331.6M (−8.0%) vs. Q3 2023
- New holders
- 66
- 135 more added
- Sold out
- 45
- 129 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 4 | $145 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 7 | $254 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $326 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $543 | 0.00% | −893−98.3% | Reduced |
| Sofos Investments, Inc. | 16 | $596 | 0.00% | −20−55.6% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $652 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $652 | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 20 | $724 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $772 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $833 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $885 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +5+20.0% | Added |
| Bell Investment Advisors, Inc | 28 | $1.01K | 0.00% | +13+86.7% | Added |
| Spire Wealth Management | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 47 | $1.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.94K | 0.00% | +46 | New |
| Lee Financial Co | 66 | $2.39K | 0.00% | +66 | New |
| Bruce G. Allen Investments, LLC | 68 | $2.46K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 70 | $2.54K | 0.00% | −28−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $2.54K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 71 | $2.57K | 0.00% | +71 | New |
| Parkside Financial Bank & Trust | 71 | $2.57K | 0.00% | −289−80.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.63K | 0.00% | −10,431−99.3% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $3.44K | 0.00% | −4−4.0% | Reduced |
| Carolinas Wealth Consulting LLC | 99 | $3.57K | 0.00% | +19+23.8% | Added |
| Harbor Investment Advisory, LLC | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 105 | $3.80K | 0.00% | +105 | New |
| Hantz Financial Services, Inc. | 123 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 115 | $4.17K | 0.00% | +115 | New |
| Oakworth Capital, Inc. | 117 | $4.24K | 0.00% | +57+95.0% | Added |
| Manchester Capital Management LLC | 124 | $4.49K | 0.00% | +124 | New |
| Harbour Investments, Inc. | 125 | $4.53K | 0.00% | +125 | New |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $5.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 152 | $5.49K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 153 | $5.54K | 0.00% | −76−33.2% | Reduced |
| Massmutual Trust Co FSB | 166 | $6.01K | 0.00% | +4+2.5% | Added |
| Tompkins Financial Corp | 179 | $6.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 181 | $6.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $6.81K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 202 | $7.32K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $7.49K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 226 | $8.20K | 0.01% | −95−29.6% | Reduced |
| Private Wealth Management Group, LLC | 236 | $8.55K | 0.00% | +236 | New |
| Huntington National Bank | 242 | $8.77K | 0.00% | +37+18.0% | Added |
| Fortitude Family Office, LLC | 252 | $9.13K | 0.01% | +252 | New |
| Covestor Ltd | 266 | $10.0K | 0.01% | +46+20.9% | Added |
| Quent Capital, LLC | 279 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 285 | $10.3K | 0.00% | +37+14.9% | Added |
| Bessemer Group Inc | 297 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 351 | $12.7K | 0.00% | −3−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 356 | $13.0K | 0.00% | +356 | New |
| Point72 Europe (London) LLP | 364 | $13.2K | 0.00% | +364 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 396 | $14.3K | 0.00% | +58+17.2% | Added |
| Brown Brothers Harriman & Co | 427 | $15.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $16.4K | 0.00% | +3+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $17.0K | 0.00% | −1,012−63.8% | Reduced |
| Capital Advisors, Ltd. LLC | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 475 | $17.2K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 484 | $17.5K | 0.00% | +484 | New |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 547 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $20.0K | 0.00% | +33+7.1% | Added |
| Signaturefd, LLC | 567 | $20.5K | 0.00% | +53+10.3% | Added |
| Smartleaf Asset Management LLC | 846 | $21.1K | 0.01% | +846 | New |
| EverSource Wealth Advisors, LLC | 590 | $21.4K | 0.00% | +153+35.0% | Added |
| Private Trust Co NA | 607 | $22.0K | 0.00% | +27+4.7% | Added |
| Whittier Trust Co | 627 | $22.7K | 0.00% | −53−7.8% | Reduced |
| Parallel Advisors, LLC | 716 | $25.9K | 0.00% | +52+7.8% | Added |
| Versant Capital Management, Inc | 725 | $26.3K | 0.01% | −286−28.3% | Reduced |
| Essex Investment Management Co LLC | 733 | $26.5K | 0.01% | −30,706−97.7% | Reduced |
| FinTrust Capital Advisors, LLC | 737 | $26.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 833 | $30.2K | 0.00% | +833 | New |
| Central Trust Co | 885 | $32.1K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 900 | $32.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 905 | $32.8K | 0.00% | −240−21.0% | Reduced |
| Chiron Investment Management, LLC | 952 | $34.5K | 0.01% | +952 | New |
| Principal Securities, Inc. | 975 | $35.3K | 0.00% | +975 | New |
| Clearstead Advisors, LLC | 1,000 | $36.2K | 0.00% | −85−7.8% | Reduced |
| Federated Hermes, Inc. | 1,013 | $36.7K | 0.00% | −166−14.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,030 | $37.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,155 | $41.8K | 0.04% | +1,155 | New |
| Cutler Group LP | 1,200 | $43.0K | 0.01% | −2,268−65.4% | Reduced |
| Park Place Capital Corp | 1,237 | $44.8K | 0.02% | −152−10.9% | Reduced |
| Archer Investment Corp | 1,285 | $46.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,343 | $48.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,447 | $52.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,668 | $60.4K | 0.02% | +1,668 | New |
| Meeder Asset Management Inc | 1,786 | $64.7K | 0.01% | −6,352−78.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,837 | $66.5K | 0.00% | +621+51.1% | Added |
| TD Private Client Wealth LLC | 1,904 | $69.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,975 | $71.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $72.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,026 | $81.6K | 0.02% | +2,026 | New |
| Umb Bank N A | 2,300 | $83.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,429 | $88.0K | 0.02% | −5,216−68.2% | Reduced |