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, Q1 2024
Institutional positions in Helmerich & Payne, Inc. as of Mar 31, 2024. 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
- 402
- +14 vs. Q4 2023
- Shares held
- 103.6M
- −1.33M (−1.3%) vs. Q4 2023
- Total value
- $4.36B
- +$556.6M (+14.6%) vs. Q4 2023
- New holders
- 62
- 133 more added
- Sold out
- 48
- 157 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 2,436 | $102.5K | 0.00% | +2,436 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,512 | $106.0K | 0.00% | +2,512 | New |
| KBC Group NV | 2,601 | $109.0K | 0.00% | +61+2.4% | Added |
| GAMMA Investing LLC | 2,618 | $110.1K | 0.02% | +592+29.2% | Added |
| Ci Investments Inc. | 2,903 | $122.0K | 0.00% | −17,489−85.8% | Reduced |
| CWM, LLC | 2,982 | $125.0K | 0.00% | −55−1.8% | Reduced |
| State of Wyoming | 2,982 | $125.4K | 0.02% | +553+22.8% | Added |
| Quantbot Technologies LP | 3,358 | $141.2K | 0.01% | −7,791−69.9% | Reduced |
| Lazard Asset Management LLC | 4,283 | $179.0K | 0.00% | −32,643−88.4% | Reduced |
| Saxon Interests, Inc. | 4,870 | $204.8K | 0.10% | +4,870 | New |
| CAPROCK Group, Inc. | 4,893 | $205.8K | 0.01% | +4,893 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,927 | $208.1K | 0.00% | +4,927 | New |
| Teza Capital Management LLC | 4,999 | $210.3K | 0.03% | +4,999 | New |
| Mirabella Financial Services LLP | 5,089 | $214.2K | 0.02% | −13,419−72.5% | Reduced |
| Metropolitan Life Insurance Co | 5,120 | $215.3K | 0.01% | −406−7.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,130 | $215.8K | 0.00% | +5,130 | New |
| Quadrant Capital Group LLC | 5,439 | $228.8K | 0.02% | −109−2.0% | Reduced |
| Paragon Capital Management Ltd | 5,464 | $229.8K | 0.04% | +5,464 | New |
| Marathon Capital Management | 5,530 | $232.6K | 0.06% | −103,785−94.9% | Reduced |
| Private Advisor Group, LLC | 5,623 | $236.5K | 0.00% | +5,623 | New |
| Xponance, Inc. | 5,923 | $249.1K | 0.00% | −7−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,035 | $253.0K | 0.00% | −5,293−46.7% | Reduced |
| Legacy Financial Advisors, Inc. | 6,264 | $263.5K | 0.05% | +118+1.9% | Added |
| Walleye Capital LLC | 6,268 | $263.6K | 0.00% | +6,268 | New |
| CIBC Asset Management Inc | 6,279 | $264.1K | 0.00% | −71−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 6,322 | $265.9K | 0.07% | +40+0.6% | Added |
| Gibraltar Capital Management, Inc. | 6,345 | $266.9K | 0.12% | −3,278−34.1% | Reduced |
| Cambria Investment Management, L.P. | 6,368 | $267.8K | 0.02% | +6,368 | New |
| Sequoia Financial Advisors, LLC | 6,380 | $268.3K | 0.00% | +163+2.6% | Added |
| Jefferies Financial Group Inc. | 6,538 | $275.0K | 0.01% | +6,538 | New |
| TownSquare Capital, LLC | 6,628 | $278.8K | 0.00% | +6,628 | New |
| Quest Partners LLC | 6,666 | $280.4K | 0.05% | −29,428−81.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,800 | $286.0K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 6,894 | $290.0K | 0.01% | +6,894 | New |
| XTX Topco Ltd | 6,933 | $291.6K | 0.04% | +6,933 | New |
| Lido Advisors, LLC | 6,939 | $291.9K | 0.00% | +162+2.4% | Added |
| Keene & Associates, Inc. | 6,975 | $293.4K | 0.22% | −125−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,291 | $306.7K | 0.00% | −22,478−75.5% | Reduced |
| Shell Asset Management Co | 8,551 | $309.0K | 0.01% | −878−9.3% | Reduced |
| Ellis Investment Partners, LLC | 7,349 | $309.1K | 0.07% | −1,429−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 7,394 | $311.0K | 0.00% | +1,359+22.5% | Added |
| Keebeck Alpha, LP | 7,492 | $315.1K | 0.21% | −764−9.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,543 | $317.0K | 0.01% | −200−2.6% | Reduced |
| Farther Finance Advisors, LLC | 7,612 | $321.5K | 0.02% | +1,468+23.9% | Added |
| PAX Financial Group, LLC | 8,092 | $340.4K | 0.07% | −144−1.7% | Reduced |
| M&T Bank Corp | 8,126 | $341.5K | 0.00% | −384−4.5% | Reduced |
| DMG Group, LLC | 8,318 | $349.9K | 0.30% | +72+0.9% | Added |
| AlphaMark Advisors, LLC | 8,407 | $354.0K | 0.12% | +2,068+32.6% | Added |
| Captrust Financial Advisors | 8,527 | $358.6K | 0.00% | −15,681−64.8% | Reduced |
| New York Life Investment Management LLC | 8,624 | $362.7K | 0.00% | +8,624 | New |
| Alps Advisors Inc | 8,745 | $367.8K | 0.00% | +1,481+20.4% | Added |
| Martingale Asset Management L P | 8,823 | $371.1K | 0.01% | −15−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,855 | $372.4K | 0.00% | +734+9.0% | Added |
| Integrated Investment Consultants, LLC | 8,920 | $375.2K | 0.10% | −513−5.4% | Reduced |
| First Dallas Securities Inc. | 9,059 | $381.0K | 0.18% | +902+11.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,156 | $385.0K | 0.00% | +434+5.0% | Added |
| Capital Investment Advisory Services, LLC | 9,317 | $391.9K | 0.04% | −717−7.1% | Reduced |
| Connable Office Inc | 9,422 | $396.3K | 0.04% | +114+1.2% | Added |
| Fulton Bank, N.A. | 9,496 | $399.4K | 0.02% | −274−2.8% | Reduced |
| Verition Fund Management LLC | 9,516 | $400.2K | 0.00% | −1,525−13.8% | Reduced |
| AXA S.A. | 9,554 | $401.8K | 0.00% | +9,554 | New |
| Aigen Investment Management, LP | 9,677 | $407.0K | 0.09% | +9,677 | New |
| Ameritas Investment Partners, Inc. | 9,718 | $408.7K | 0.01% | −369−3.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,776 | $411.2K | 0.11% | +1,786+22.4% | Added |
| Park Avenue Securities LLC | 9,817 | $413.0K | 0.01% | −1,615−14.1% | Reduced |
| Catalina Capital Group, LLC | 9,896 | $416.2K | 0.18% | +1,078+12.2% | Added |
| Mather Group, LLC. | 11,575 | $419.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,085 | $424.2K | 0.00% | +10,085 | New |
| Nebula Research & Development LLC | 10,382 | $436.7K | 0.09% | −3,402−24.7% | Reduced |
| Janney Montgomery Scott LLC | 10,533 | $443.0K | 0.00% | +3,416+48.0% | Added |
| Stephens Inc | 10,811 | $454.7K | 0.01% | −10−0.1% | Reduced |
| Empirical Finance, LLC | 11,159 | $469.3K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 11,187 | $470.5K | 0.06% | +1,097+10.9% | Added |
| ClearAlpha Technologies LP | 11,303 | $475.4K | 0.20% | −5,077−31.0% | Reduced |
| STRS Ohio | 11,400 | $479.0K | 0.00% | −14,200−55.5% | Reduced |
| Capital Advisors Inc | 12,098 | $508.8K | 0.01% | −49,738−80.4% | Reduced |
| Jump Financial, LLC | 12,173 | $512.0K | 0.01% | −86,154−87.6% | Reduced |
| Olistico Wealth, LLC | 12,565 | $528.5K | 0.38% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,690 | $533.8K | 0.01% | +109+0.9% | Added |
| Orion Portfolio Solutions, LLC | 12,690 | $533.8K | 0.01% | +109+0.9% | Added |
| Ridgewood Investments LLC | 12,852 | $540.6K | 0.29% | +308+2.5% | Added |
| KLCM Advisors, Inc. | 13,000 | $546.8K | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,116 | $551.7K | 0.00% | +13,116 | New |
| Fruth Investment Management | 13,125 | $552.0K | 0.14% | −300−2.2% | Reduced |
| Teacher Retirement System of Texas | 13,233 | $557.0K | 0.00% | +3,021+29.6% | Added |
| Kestra Advisory Services, LLC | 13,334 | $560.8K | 0.00% | −690−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 13,372 | $562.4K | 0.02% | −1,296−8.8% | Reduced |
| Pictet Asset Management Holding SA | 13,541 | $569.6K | 0.00% | +700+5.5% | Added |
| ClariVest Asset Management LLC | 13,918 | $585.4K | 0.06% | +15+0.1% | Added |
| Brevan Howard Capital Management LP | 14,449 | $607.7K | 0.06% | +1,589+12.4% | Added |
| Public Employees Retirement Association of Colorado | 14,526 | $611.0K | 0.00% | −802−5.2% | Reduced |
| Keybank National Association | 15,161 | $637.7K | 0.00% | +1,207+8.6% | Added |
| Cullen Capital Management LLC | 15,228 | $640.5K | 0.01% | +9,491+165.4% | Added |
| Caxton Associates LP | 15,271 | $642.3K | 0.04% | +15,271 | New |
| Creative Planning | 15,686 | $659.7K | 0.00% | −78−0.5% | Reduced |
| Moody National Bank Trust Division | 15,708 | $660.7K | 0.05% | +71+0.5% | Added |
| Ethic Inc. | 16,022 | $673.9K | 0.02% | +1,386+9.5% | Added |
| Neuberger Berman Group LLC | 16,377 | $688.8K | 0.00% | −1,644−9.1% | Reduced |
| Versor Investments LP | 16,497 | $693.9K | 0.14% | +8,316+101.7% | Added |
| Susquehanna International Group, LLP | 16,725 | $703.5K | 0.00% | −188,322−91.8% | Reduced |