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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 15,637 | $566.4K | 0.04% | +1,196+8.3% | Added |
| Public Employees Retirement Association of Colorado | 15,328 | $555.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 14,882 | $539.0K | 0.01% | +438+3.0% | Added |
| Exencial Wealth Advisors, LLC | 14,668 | $531.3K | 0.02% | +7,934+117.8% | Added |
| Ethic Inc. | 14,636 | $530.1K | 0.02% | −976−6.3% | Reduced |
| B&D White Capital Company, LLC | 14,300 | $517.9K | 0.16% | +14,300 | New |
| Kestra Advisory Services, LLC | 14,024 | $507.9K | 0.00% | −495−3.4% | Reduced |
| Keybank National Association | 13,954 | $505.4K | 0.00% | +1,253+9.9% | Added |
| ClariVest Asset Management LLC | 13,903 | $503.6K | 0.03% | −2,500−15.2% | Reduced |
| Nebula Research & Development LLC | 13,784 | $499.3K | 0.15% | +13,784 | New |
| Fruth Investment Management | 13,425 | $486.0K | 0.14% | −200−1.5% | Reduced |
| Amundi | 14,000 | $473.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,969 | $471.2K | 0.00% | +12,969 | New |
| KLCM Advisors, Inc. | 13,000 | $470.9K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,872 | $466.0K | 0.01% | +12,872 | New |
| Brevan Howard Capital Management LP | 12,860 | $465.8K | 0.05% | +12,860 | New |
| Pictet Asset Management Holding SA | 12,841 | $465.1K | 0.00% | +763+6.3% | Added |
| Olistico Wealth, LLC | 12,565 | $455.1K | 0.36% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12,544 | $454.3K | 0.27% | +449+3.7% | Added |
| 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 |
| State of Wisconsin Investment Board | 11,630 | $421.2K | 0.00% | −105,150−90.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,600 | $420.2K | 0.00% | +11,600 | New |
| Mather Group, LLC. | 11,575 | $419.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,575 | $419.2K | 0.00% | +1,929+20.0% | Added |
| Park Avenue Securities LLC | 11,432 | $414.0K | 0.01% | −1,406−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,368 | $411.7K | 0.01% | +10,184+860.1% | Added |
| Peapack Gladstone Financial Corp | 11,328 | $410.0K | 0.01% | −5,720−33.6% | Reduced |
| Empirical Finance, LLC | 11,159 | $404.2K | 0.03% | +11,159 | New |
| Quantbot Technologies LP | 11,149 | $403.8K | 0.02% | +11,149 | New |
| Verition Fund Management LLC | 11,041 | $399.9K | 0.00% | +11,041 | New |
| Petrus Trust Company, LTA | 10,893 | $394.5K | 0.04% | +10,893 | New |
| Stephens Inc | 10,821 | $391.9K | 0.01% | −147−1.3% | Reduced |
| Winton Group Ltd | 10,697 | $387.4K | 0.03% | +1,152+12.1% | Added |
| Hilton Capital Management, LLC | 10,584 | $383.4K | 0.04% | +10,584 | New |
| Teacher Retirement System of Texas | 10,212 | $370.0K | 0.00% | +2,132+26.4% | Added |
| Navellier & Associates Inc | 10,090 | $365.5K | 0.05% | +2,673+36.0% | Added |
| Ameritas Investment Partners, Inc. | 10,087 | $365.4K | 0.01% | +320+3.3% | Added |
| Capital Investment Advisory Services, LLC | 10,034 | $363.4K | 0.03% | +121+1.2% | Added |
| Fulton Bank, N.A. | 9,770 | $353.9K | 0.02% | +566+6.1% | Added |
| Gibraltar Capital Management, Inc. | 9,623 | $348.5K | 0.15% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,576 | $346.8K | 0.00% | +9,576 | New |
| Shell Asset Management Co | 9,429 | $342.0K | 0.02% | −2,790−22.8% | Reduced |
| Integrated Investment Consultants, LLC | 9,433 | $341.7K | 0.11% | −20−0.2% | Reduced |
| Connable Office Inc | 9,308 | $337.1K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,274 | $335.9K | 0.01% | −28,305−75.3% | Reduced |
| Point72 Hong Kong Ltd | 9,219 | $333.9K | 0.02% | +9,219 | New |
| Martingale Asset Management L P | 8,838 | $320.1K | 0.01% | −11,568−56.7% | Reduced |
| Transform Wealth, LLC | 8,833 | $319.9K | 0.03% | −86−1.0% | Reduced |
| Catalina Capital Group, LLC | 8,818 | $319.4K | 0.25% | +8,818 | New |
| Ellis Investment Partners, LLC | 8,778 | $317.9K | 0.07% | +989+12.7% | Added |
| Oxford Asset Management LLP | 8,730 | $316.2K | 0.48% | +8,730 | New |
| Cambridge Investment Research Advisors, Inc. | 8,722 | $316.0K | 0.00% | −84−1.0% | Reduced |
| PAX Financial Group, LLC | 8,236 | $314.5K | 0.06% | −649−7.3% | Reduced |
| M&T Bank Corp | 8,510 | $307.8K | 0.00% | +457+5.7% | Added |
| Keebeck Alpha, LP | 8,256 | $299.0K | 0.24% | +1,042+14.4% | Added |
| DMG Group, LLC | 8,246 | $298.7K | 0.28% | +2,181+36.0% | Added |
| Versor Investments LP | 8,181 | $296.3K | 0.06% | −3,900−32.3% | Reduced |
| First Dallas Securities Inc. | 8,157 | $295.0K | 0.15% | +49+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,121 | $294.1K | 0.00% | +236+3.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,990 | $289.4K | 0.07% | +7,990 | New |
| Y-Intercept (Hong Kong) Ltd | 7,868 | $285.0K | 0.03% | −8,098−50.7% | Reduced |
| Crossmark Global Holdings, Inc. | 7,743 | $280.0K | 0.01% | −97−1.2% | Reduced |
| Alps Advisors Inc | 7,264 | $263.1K | 0.00% | −416−5.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,200 | $260.8K | 0.27% | −200−2.7% | Reduced |
| Janney Montgomery Scott LLC | 7,117 | $258.0K | 0.00% | −49−0.7% | Reduced |
| Keene & Associates, Inc. | 7,100 | $257.2K | 0.21% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,800 | $246.3K | 0.10% | +6,800 | New |
| Lido Advisors, LLC | 6,777 | $245.5K | 0.00% | +6,777 | New |
| Sherbrooke Park Advisers LLC | 6,708 | $243.0K | 0.11% | +6,708 | New |
| United Capital Financial Advisers, LLC | 6,448 | $233.5K | 0.00% | −1,012−13.6% | Reduced |
| AlphaMark Advisors, LLC | 6,339 | $230.0K | 0.09% | +346+5.8% | Added |
| CIBC Asset Management Inc | 6,350 | $230.0K | 0.00% | +387+6.5% | Added |
| Engineers Gate Manager LP | 6,292 | $227.9K | 0.01% | +6,292 | New |
| SignalPoint Asset Management, LLC | 6,282 | $227.0K | 0.07% | +43+0.7% | Added |
| Sequoia Financial Advisors, LLC | 6,217 | $225.2K | 0.00% | −314−4.8% | Reduced |
| Legacy Financial Advisors, Inc. | 6,146 | $222.6K | 0.04% | +6+0.1% | Added |
| Farther Finance Advisors, LLC | 6,144 | $222.5K | 0.02% | +6,091+11,492.5% | Added |
| Commonwealth Equity Services, LLC | 6,035 | $219.0K | 0.00% | −156−2.5% | Reduced |
| Scientech Research LLC | 6,043 | $218.8K | 0.22% | +6,043 | New |
| Xponance, Inc. | 5,930 | $214.8K | 0.00% | +17+0.3% | Added |
| Gsa Capital Partners LLP | 5,884 | $213.0K | 0.02% | +5,884 | New |
| Gallacher Capital Management LLC | 5,866 | $212.5K | 0.12% | −9,030−60.6% | Reduced |
| Cullen Capital Management LLC | 5,737 | $207.8K | 0.00% | −720−11.2% | Reduced |
| Bridgefront Capital, LLC | 5,639 | $204.2K | 0.15% | +5,639 | New |
| Energy Income Partners, LLC | 5,600 | $202.8K | 0.00% | −600−9.7% | Reduced |
| Quadrant Capital Group LLC | 5,548 | $200.9K | 0.02% | +625+12.7% | Added |
| Metropolitan Life Insurance Co | 5,526 | $200.2K | 0.01% | −256−4.4% | Reduced |
| Neo Ivy Capital Management | 4,846 | $176.0K | 0.39% | +4,846 | New |
| Qube Research & Technologies Ltd | 4,843 | $175.4K | 0.00% | +4,843 | New |
| Group One Trading, L.P. | 3,129 | $113.3K | 0.00% | −4,928−61.2% | Reduced |
| CWM, LLC | 3,037 | $110.0K | 0.00% | −74−2.4% | Reduced |
| KBC Group NV | 2,540 | $92.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,429 | $88.0K | 0.02% | −5,216−68.2% | Reduced |
| Umb Bank N A | 2,300 | $83.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,026 | $81.6K | 0.02% | +2,026 | New |
| Chilton Capital Management LLC | 2,000 | $72.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,975 | $71.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,904 | $69.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,837 | $66.5K | 0.00% | +621+51.1% | Added |