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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1,786 | $64.7K | 0.01% | −6,352−78.1% | Reduced |
| Creekmur Asset Management LLC | 1,668 | $60.4K | 0.02% | +1,668 | New |
| IFP Advisors, Inc | 1,447 | $52.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,343 | $48.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,285 | $46.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,237 | $44.8K | 0.02% | −152−10.9% | Reduced |
| Cutler Group LP | 1,200 | $43.0K | 0.01% | −2,268−65.4% | Reduced |
| EntryPoint Capital, LLC | 1,155 | $41.8K | 0.04% | +1,155 | New |
| Nomura Asset Management Co Ltd | 1,030 | $37.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,013 | $36.7K | 0.00% | −166−14.1% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $36.2K | 0.00% | −85−7.8% | Reduced |
| Principal Securities, Inc. | 975 | $35.3K | 0.00% | +975 | New |
| Chiron Investment Management, LLC | 952 | $34.5K | 0.01% | +952 | New |
| Cullen/Frost Bankers, Inc. | 905 | $32.8K | 0.00% | −240−21.0% | Reduced |
| Resurgent Financial Advisors LLC | 900 | $32.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 885 | $32.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 833 | $30.2K | 0.00% | +833 | New |
| FinTrust Capital Advisors, LLC | 737 | $26.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $26.5K | 0.01% | −30,706−97.7% | Reduced |
| Versant Capital Management, Inc | 725 | $26.3K | 0.01% | −286−28.3% | Reduced |
| Parallel Advisors, LLC | 716 | $25.9K | 0.00% | +52+7.8% | Added |
| Whittier Trust Co | 627 | $22.7K | 0.00% | −53−7.8% | Reduced |
| Private Trust Co NA | 607 | $22.0K | 0.00% | +27+4.7% | Added |
| EverSource Wealth Advisors, LLC | 590 | $21.4K | 0.00% | +153+35.0% | Added |
| Smartleaf Asset Management LLC | 846 | $21.1K | 0.01% | +846 | New |
| Signaturefd, LLC | 567 | $20.5K | 0.00% | +53+10.3% | Added |
| Ronald Blue Trust, Inc. | 500 | $20.0K | 0.00% | +33+7.1% | Added |
| Allworth Financial LP | 547 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 484 | $17.5K | 0.00% | +484 | New |
| LGT Financial Advisors LLC | 475 | $17.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 493 | $16.4K | 0.00% | +3+0.6% | Added |
| Brown Brothers Harriman & Co | 427 | $15.5K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 396 | $14.3K | 0.00% | +58+17.2% | Added |
| Point72 Europe (London) LLP | 364 | $13.2K | 0.00% | +364 | New |
| Benjamin F. Edwards & Company, Inc. | 356 | $13.0K | 0.00% | +356 | New |
| AdvisorNet Financial, Inc | 351 | $12.7K | 0.00% | −3−0.8% | Reduced |
| Bessemer Group Inc | 297 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 285 | $10.3K | 0.00% | +37+14.9% | Added |
| Quent Capital, LLC | 279 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 266 | $10.0K | 0.01% | +46+20.9% | Added |
| Fortitude Family Office, LLC | 252 | $9.13K | 0.01% | +252 | New |
| Huntington National Bank | 242 | $8.77K | 0.00% | +37+18.0% | Added |
| Private Wealth Management Group, LLC | 236 | $8.55K | 0.00% | +236 | New |
| Guardian Wealth Management, Inc. | 226 | $8.20K | 0.01% | −95−29.6% | Reduced |
| TD Capital Management LLC | 207 | $7.49K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 202 | $7.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $6.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 181 | $6.56K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $6.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 166 | $6.01K | 0.00% | +4+2.5% | Added |
| Hexagon Capital Partners LLC | 153 | $5.54K | 0.00% | −76−33.2% | Reduced |
| SJS Investment Consulting Inc. | 152 | $5.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $5.22K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.53K | 0.00% | +125 | New |
| Manchester Capital Management LLC | 124 | $4.49K | 0.00% | +124 | New |
| Oakworth Capital, Inc. | 117 | $4.24K | 0.00% | +57+95.0% | Added |
| Cetera Trust Company, N.A | 115 | $4.17K | 0.00% | +115 | 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 |
| Pineridge Advisors LLC | 105 | $3.80K | 0.00% | +105 | New |
| Harbor Investment Advisory, LLC | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 99 | $3.57K | 0.00% | +19+23.8% | Added |
| JFS Wealth Advisors, LLC | 95 | $3.44K | 0.00% | −4−4.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.63K | 0.00% | −10,431−99.3% | Reduced |
| Parkside Financial Bank & Trust | 71 | $2.57K | 0.00% | −289−80.3% | Reduced |
| Crewe Advisors LLC | 71 | $2.57K | 0.00% | +71 | 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 |
| Bruce G. Allen Investments, LLC | 68 | $2.46K | 0.00% | +68 | New |
| Lee Financial Co | 66 | $2.39K | 0.00% | +66 | New |
| Valued Wealth Advisors LLC | 46 | $1.94K | 0.00% | +46 | New |
| Caldwell Trust Co | 47 | $1.70K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.01K | 0.00% | +13+86.7% | Added |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +5+20.0% | Added |
| Baystate Wealth Management LLC | 24 | $885 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $833 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $772 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $724 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $652 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $652 | 0.00% | +18 | New |
| Sofos Investments, Inc. | 16 | $596 | 0.00% | −20−55.6% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $543 | 0.00% | −893−98.3% | Reduced |
| Abound Wealth Management | 9 | $326 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $254 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4 | $145 | 0.00% | +4 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −727,537−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −513,886−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −362,288−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −246,264−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −145,744−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |