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 |
|---|---|---|---|---|---|
| KBC Group NV | 2,540 | $92.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,037 | $110.0K | 0.00% | −74−2.4% | Reduced |
| Group One Trading, L.P. | 3,129 | $113.3K | 0.00% | −4,928−61.2% | Reduced |
| Qube Research & Technologies Ltd | 4,843 | $175.4K | 0.00% | +4,843 | New |
| Neo Ivy Capital Management | 4,846 | $176.0K | 0.39% | +4,846 | New |
| Metropolitan Life Insurance Co | 5,526 | $200.2K | 0.01% | −256−4.4% | Reduced |
| Quadrant Capital Group LLC | 5,548 | $200.9K | 0.02% | +625+12.7% | Added |
| Energy Income Partners, LLC | 5,600 | $202.8K | 0.00% | −600−9.7% | Reduced |
| Bridgefront Capital, LLC | 5,639 | $204.2K | 0.15% | +5,639 | New |
| Cullen Capital Management LLC | 5,737 | $207.8K | 0.00% | −720−11.2% | Reduced |
| Gallacher Capital Management LLC | 5,866 | $212.5K | 0.12% | −9,030−60.6% | Reduced |
| Gsa Capital Partners LLP | 5,884 | $213.0K | 0.02% | +5,884 | New |
| Xponance, Inc. | 5,930 | $214.8K | 0.00% | +17+0.3% | Added |
| Scientech Research LLC | 6,043 | $218.8K | 0.22% | +6,043 | New |
| Commonwealth Equity Services, LLC | 6,035 | $219.0K | 0.00% | −156−2.5% | Reduced |
| Farther Finance Advisors, LLC | 6,144 | $222.5K | 0.02% | +6,091+11,492.5% | Added |
| Legacy Financial Advisors, Inc. | 6,146 | $222.6K | 0.04% | +6+0.1% | Added |
| Sequoia Financial Advisors, LLC | 6,217 | $225.2K | 0.00% | −314−4.8% | Reduced |
| SignalPoint Asset Management, LLC | 6,282 | $227.0K | 0.07% | +43+0.7% | Added |
| Engineers Gate Manager LP | 6,292 | $227.9K | 0.01% | +6,292 | New |
| CIBC Asset Management Inc | 6,350 | $230.0K | 0.00% | +387+6.5% | Added |
| AlphaMark Advisors, LLC | 6,339 | $230.0K | 0.09% | +346+5.8% | Added |
| United Capital Financial Advisers, LLC | 6,448 | $233.5K | 0.00% | −1,012−13.6% | Reduced |
| Sherbrooke Park Advisers LLC | 6,708 | $243.0K | 0.11% | +6,708 | New |
| Lido Advisors, LLC | 6,777 | $245.5K | 0.00% | +6,777 | New |
| Gilliland Jeter Wealth Management LLC | 6,800 | $246.3K | 0.10% | +6,800 | New |
| Keene & Associates, Inc. | 7,100 | $257.2K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,117 | $258.0K | 0.00% | −49−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,200 | $260.8K | 0.27% | −200−2.7% | Reduced |
| Alps Advisors Inc | 7,264 | $263.1K | 0.00% | −416−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 7,743 | $280.0K | 0.01% | −97−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,868 | $285.0K | 0.03% | −8,098−50.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,990 | $289.4K | 0.07% | +7,990 | New |
| Envestnet Portfolio Solutions, Inc. | 8,121 | $294.1K | 0.00% | +236+3.0% | Added |
| First Dallas Securities Inc. | 8,157 | $295.0K | 0.15% | +49+0.6% | Added |
| Versor Investments LP | 8,181 | $296.3K | 0.06% | −3,900−32.3% | Reduced |
| DMG Group, LLC | 8,246 | $298.7K | 0.28% | +2,181+36.0% | Added |
| Keebeck Alpha, LP | 8,256 | $299.0K | 0.24% | +1,042+14.4% | Added |
| M&T Bank Corp | 8,510 | $307.8K | 0.00% | +457+5.7% | Added |
| PAX Financial Group, LLC | 8,236 | $314.5K | 0.06% | −649−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,722 | $316.0K | 0.00% | −84−1.0% | Reduced |
| Oxford Asset Management LLP | 8,730 | $316.2K | 0.48% | +8,730 | New |
| Ellis Investment Partners, LLC | 8,778 | $317.9K | 0.07% | +989+12.7% | Added |
| Catalina Capital Group, LLC | 8,818 | $319.4K | 0.25% | +8,818 | New |
| Transform Wealth, LLC | 8,833 | $319.9K | 0.03% | −86−1.0% | Reduced |
| Martingale Asset Management L P | 8,838 | $320.1K | 0.01% | −11,568−56.7% | Reduced |
| Point72 Hong Kong Ltd | 9,219 | $333.9K | 0.02% | +9,219 | New |
| Graham Capital Management, L.P. | 9,274 | $335.9K | 0.01% | −28,305−75.3% | Reduced |
| Connable Office Inc | 9,308 | $337.1K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,433 | $341.7K | 0.11% | −20−0.2% | Reduced |
| Shell Asset Management Co | 9,429 | $342.0K | 0.02% | −2,790−22.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,576 | $346.8K | 0.00% | +9,576 | New |
| Gibraltar Capital Management, Inc. | 9,623 | $348.5K | 0.15% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,770 | $353.9K | 0.02% | +566+6.1% | Added |
| Capital Investment Advisory Services, LLC | 10,034 | $363.4K | 0.03% | +121+1.2% | Added |
| Ameritas Investment Partners, Inc. | 10,087 | $365.4K | 0.01% | +320+3.3% | Added |
| Navellier & Associates Inc | 10,090 | $365.5K | 0.05% | +2,673+36.0% | Added |
| Teacher Retirement System of Texas | 10,212 | $370.0K | 0.00% | +2,132+26.4% | Added |
| Hilton Capital Management, LLC | 10,584 | $383.4K | 0.04% | +10,584 | New |
| Winton Group Ltd | 10,697 | $387.4K | 0.03% | +1,152+12.1% | Added |
| Stephens Inc | 10,821 | $391.9K | 0.01% | −147−1.3% | Reduced |
| Petrus Trust Company, LTA | 10,893 | $394.5K | 0.04% | +10,893 | New |
| Verition Fund Management LLC | 11,041 | $399.9K | 0.00% | +11,041 | New |
| Quantbot Technologies LP | 11,149 | $403.8K | 0.02% | +11,149 | New |
| Empirical Finance, LLC | 11,159 | $404.2K | 0.03% | +11,159 | New |
| Peapack Gladstone Financial Corp | 11,328 | $410.0K | 0.01% | −5,720−33.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,368 | $411.7K | 0.01% | +10,184+860.1% | Added |
| Park Avenue Securities LLC | 11,432 | $414.0K | 0.01% | −1,406−11.0% | Reduced |
| Wolverine Trading, LLC | 11,575 | $419.2K | 0.00% | +1,929+20.0% | Added |
| Mather Group, LLC. | 11,575 | $419.3K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,600 | $420.2K | 0.00% | +11,600 | New |
| State of Wisconsin Investment Board | 11,630 | $421.2K | 0.00% | −105,150−90.0% | Reduced |
| Brinker Capital Investments, LLC | 12,581 | $429.7K | 0.00% | −7,091−36.0% | Reduced |
| Orion Portfolio Solutions, LLC | 12,581 | $429.7K | 0.00% | −7,091−36.0% | Reduced |
| Ridgewood Investments LLC | 12,544 | $454.3K | 0.27% | +449+3.7% | Added |
| Olistico Wealth, LLC | 12,565 | $455.1K | 0.36% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,841 | $465.1K | 0.00% | +763+6.3% | Added |
| Brevan Howard Capital Management LP | 12,860 | $465.8K | 0.05% | +12,860 | New |
| SG Americas Securities, LLC | 12,872 | $466.0K | 0.01% | +12,872 | New |
| KLCM Advisors, Inc. | 13,000 | $470.9K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,969 | $471.2K | 0.00% | +12,969 | New |
| Amundi | 14,000 | $473.9K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 13,425 | $486.0K | 0.14% | −200−1.5% | Reduced |
| Nebula Research & Development LLC | 13,784 | $499.3K | 0.15% | +13,784 | New |
| ClariVest Asset Management LLC | 13,903 | $503.6K | 0.03% | −2,500−15.2% | Reduced |
| Keybank National Association | 13,954 | $505.4K | 0.00% | +1,253+9.9% | Added |
| Kestra Advisory Services, LLC | 14,024 | $507.9K | 0.00% | −495−3.4% | Reduced |
| B&D White Capital Company, LLC | 14,300 | $517.9K | 0.16% | +14,300 | New |
| Ethic Inc. | 14,636 | $530.1K | 0.02% | −976−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 14,668 | $531.3K | 0.02% | +7,934+117.8% | Added |
| Savant Capital, LLC | 14,882 | $539.0K | 0.01% | +438+3.0% | Added |
| Public Employees Retirement Association of Colorado | 15,328 | $555.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,637 | $566.4K | 0.04% | +1,196+8.3% | Added |
| Creative Planning | 15,764 | $571.0K | 0.00% | +2,899+22.5% | Added |
| Greylin Investment Mangement Inc | 15,777 | $571.4K | 0.10% | +10,041+175.1% | Added |
| ClearAlpha Technologies LP | 16,380 | $593.3K | 0.23% | +16,380 | New |
| Prelude Capital Management, LLC | 16,686 | $604.4K | 0.05% | +6,412+62.4% | Added |
| Beddow Capital Management Inc | 16,975 | $615.0K | 0.29% | −9,750−36.5% | Reduced |
| Mutual of America Capital Management LLC | 17,402 | $630.3K | 0.01% | −24−0.1% | Reduced |
| Neuberger Berman Group LLC | 18,021 | $652.7K | 0.00% | +842+4.9% | Added |