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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 77,229 | $3.25M | 0.09% | +5,334+7.4% | Added |
| Bank of Montreal | 76,939 | $3.25M | 0.00% | +3,173+4.3% | Added |
| Raymond James & Associates | 78,097 | $3.28M | 0.00% | +9,117+13.2% | Added |
| Profit Investment Management, LLC | 79,792 | $3.36M | 1.90% | +27,101+51.4% | Added |
| Grace & White Inc | 80,636 | $3.39M | 0.61% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 81,808 | $3.44M | 0.09% | +32,700+66.6% | Added |
| Energy Income Partners, LLC | 82,976 | $3.49M | 0.07% | +77,376+1,381.7% | Added |
| Pearl River Capital, LLC | 83,057 | $3.49M | 0.55% | +83,057 | New |
| Texas Permanent School Fund | 86,492 | $3.64M | 0.03% | +601+0.7% | Added |
| Two Sigma Advisers, LP | 90,200 | $3.79M | 0.01% | −184,400−67.2% | Reduced |
| Aptus Capital Advisors, LLC | 93,211 | $3.92M | 0.08% | +9,580+11.5% | Added |
| Citigroup Inc | 93,491 | $3.93M | 0.00% | −6,143−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 94,429 | $3.97M | 0.03% | −364−0.4% | Reduced |
| Gotham Asset Management, LLC | 95,842 | $4.03M | 0.06% | −61,754−39.2% | Reduced |
| Price T Rowe Associates Inc | 97,299 | $4.09M | 0.00% | −4,068−4.0% | Reduced |
| California State Teachers Retirement System | 99,219 | $4.17M | 0.01% | −6,267−5.9% | Reduced |
| Barclays PLC | 102,205 | $4.30M | 0.00% | −189,858−65.0% | Reduced |
| First Eagle Investment Management, LLC | 102,693 | $4.32M | 0.01% | +20,500+24.9% | Added |
| Martin Investment Management, LLC | 109,571 | $4.61M | 1.13% | −865−0.8% | Reduced |
| Credit Suisse AG | 115,178 | $4.84M | 0.00% | +3,041+2.7% | Added |
| Comerica Bank | 116,773 | $4.91M | 0.02% | −19,640−14.4% | Reduced |
| LMCG Investments, LLC | 119,854 | $5.04M | 0.30% | −71−0.1% | Reduced |
| Squarepoint Ops LLC | 120,254 | $5.06M | 0.02% | +120,254 | New |
| UBS Asset Management Americas Inc | 128,335 | $5.40M | 0.00% | +2,146+1.7% | Added |
| Allianz Asset Management GmbH | 131,889 | $5.55M | 0.01% | −71,487−35.2% | Reduced |
| Great West Life Assurance Co | 132,972 | $5.59M | 0.01% | +19,831+17.5% | Added |
| Wells Fargo & Company | 140,408 | $5.91M | 0.00% | −3,582−2.5% | Reduced |
| Two Sigma Investments, LP | 143,743 | $6.05M | 0.01% | −280,826−66.1% | Reduced |
| BNP Paribas Arbitrage, SA | 145,595 | $6.12M | 0.01% | −185,748−56.1% | Reduced |
| Franklin Resources Inc | 148,491 | $6.25M | 0.00% | −9,219−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 148,562 | $6.25M | 0.01% | +30,790+26.1% | Added |
| New York State Teachers Retirement System | 150,397 | $6.33M | 0.01% | −9,008−5.7% | Reduced |
| Russell Investments Group, Ltd. | 153,022 | $6.44M | 0.01% | +14,347+10.3% | Added |
| Norges Bank | 161,124 | $6.78M | 0.00% | +49,534+44.4% | Added |
| Prudential Financial Inc | 165,718 | $6.97M | 0.01% | +32,887+24.8% | Added |
| Canada Pension Plan Investment Board | 166,400 | $7.00M | 0.01% | −4,600−2.7% | Reduced |
| Wedge Capital Management L L P | 166,550 | $7.01M | 0.11% | −31,122−15.7% | Reduced |
| California Public Employees Retirement System | 166,712 | $7.01M | 0.00% | −3,288−1.9% | Reduced |
| Nordea Investment Management AB | 175,447 | $7.45M | 0.01% | +1,082+0.6% | Added |
| NewSquare Capital LLC | 185,467 | $7.80M | 0.69% | +185,467 | New |
| First Trust Advisors LP | 195,511 | $8.22M | 0.01% | +62,720+47.2% | Added |
| Swiss National Bank | 196,000 | $8.24M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 202,567 | $8.52M | 0.06% | −3,760−1.8% | Reduced |
| Thrivent Financial for Lutherans | 207,733 | $8.74M | 0.02% | −102,410−33.0% | Reduced |
| UBS Group AG | 220,811 | $9.29M | 0.00% | +13,254+6.4% | Added |
| Renaissance Technologies LLC | 221,501 | $9.32M | 0.01% | −322,400−59.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 222,700 | $9.37M | 0.01% | −41,919−15.8% | Reduced |
| Pinnacle Associates Ltd | 229,630 | $9.66M | 0.15% | −3,890−1.7% | Reduced |
| Royce & Associates LP | 248,566 | $10.5M | 0.09% | +248,566 | New |
| Brandywine Global Investment Management, LLC | 269,460 | $11.3M | 0.08% | −1,841−0.7% | Reduced |
| Citadel Advisors LLC | 282,950 | $11.9M | 0.01% | +144,351+104.2% | Added |
| Legal & General Group Plc | 288,106 | $12.1M | 0.00% | +2,904+1.0% | Added |
| Kennedy Capital Management, Inc. | 296,540 | $12.5M | 0.26% | −165,483−35.8% | Reduced |
| Nuveen Asset Management, LLC | 315,194 | $13.3M | 0.00% | +44,377+16.4% | Added |
| Glenmede Trust Co NA | 323,135 | $13.6M | 0.07% | +13,965+4.5% | Added |
| Man Group plc | 325,933 | $13.7M | 0.04% | −292,951−47.3% | Reduced |
| Clearbridge Investments, LLC | 327,005 | $13.8M | 0.01% | +7,024+2.2% | Added |
| Kornitzer Capital Management Inc | 341,665 | $14.4M | 0.26% | −2,230−0.6% | Reduced |
| Rhumbline Advisers | 342,230 | $14.4M | 0.01% | +11,199+3.4% | Added |
| Ameriprise Financial Inc | 395,920 | $16.7M | 0.00% | −252,614−39.0% | Reduced |
| Envestnet Asset Management Inc | 417,076 | $17.5M | 0.01% | +19,578+4.9% | Added |
| Great Lakes Advisors, LLC | 417,620 | $17.6M | 0.15% | −6,635−1.6% | Reduced |
| Channing Capital Management, LLC | 451,070 | $19.0M | 0.51% | +3,993+0.9% | Added |
| Systematic Financial Management LP | 483,370 | $20.3M | 0.57% | −10,184−2.1% | Reduced |
| Gendell Jeffrey L | 518,571 | $21.8M | 0.84% | +112,795+27.8% | Added |
| JPMorgan Chase & Co | 539,761 | $22.7M | 0.00% | +121,444+29.0% | Added |
| Principal Financial Group Inc | 539,772 | $22.7M | 0.01% | −5,486−1.0% | Reduced |
| Sprott Inc. | 552,269 | $23.2M | 1.67% | +265,196+92.4% | Added |
| Deutsche Bank AG | 552,744 | $23.2M | 0.01% | −1,348−0.2% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 555,105 | $23.3M | 1.90% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 574,058 | $24.1M | 0.45% | +407+0.1% | Added |
| Alliancebernstein L.P. | 671,141 | $28.2M | 0.01% | +64,541+10.6% | Added |
| Global Alpha Capital Management Ltd. | 716,591 | $30.1M | 2.24% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 726,463 | $30.6M | 1.16% | −22,533−3.0% | Reduced |
| LSV Asset Management | 784,139 | $33.0M | 0.07% | +215,339+37.9% | Added |
| New York State Common Retirement Fund | 784,385 | $33.0M | 0.04% | +185,815+31.0% | Added |
| Goldman Sachs Group Inc | 831,396 | $35.0M | 0.01% | −147,834−15.1% | Reduced |
| Wellington Management Group LLP | 832,052 | $35.0M | 0.01% | −172,466−17.2% | Reduced |
| Bank of America Corp | 834,085 | $35.1M | 0.00% | +2,337+0.3% | Added |
| Manufacturers Life Insurance Company, The | 855,891 | $36.0M | 0.03% | +14,167+1.7% | Added |
| Deprince Race & Zollo Inc | 911,443 | $38.3M | 0.82% | +4,692+0.5% | Added |
| Massachusetts Financial Services Co | 1,016,956 | $42.8M | 0.01% | −207,507−16.9% | Reduced |
| Bank of New York Mellon Corp | 1,174,762 | $49.4M | 0.01% | −59,780−4.8% | Reduced |
| Capital Research Global Investors | 1,245,268 | $52.4M | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,303,065 | $54.8M | 0.03% | −16,940−1.3% | Reduced |
| American Century Companies Inc | 1,348,715 | $56.7M | 0.04% | +291,467+27.6% | Added |
| ARGA Investment Management, LP | 1,378,705 | $58.0M | 1.94% | +491,589+55.4% | Added |
| Charles Schwab Investment Management Inc | 1,456,941 | $61.3M | 0.01% | +546,509+60.0% | Added |
| Van Eck Associates Corp | 1,595,457 | $67.1M | 0.10% | −291,660−15.5% | Reduced |
| Morgan Stanley | 1,617,392 | $68.0M | 0.01% | −120,541−6.9% | Reduced |
| Northern Trust Corp | 1,704,886 | $71.7M | 0.01% | −44,770−2.6% | Reduced |
| Geode Capital Management, LLC | 2,152,302 | $90.5M | 0.01% | +46,405+2.2% | Added |
| Boston Trust Walden Corp | 2,194,817 | $92.3M | 0.66% | −19,925−0.9% | Reduced |
| Invesco Ltd. | 2,332,422 | $98.1M | 0.02% | +102,171+4.6% | Added |
| Earnest Partners LLC | 2,998,189 | $126.1M | 0.58% | +155,242+5.5% | Added |
| Victory Capital Management Inc | 3,150,218 | $132.5M | 0.13% | +521,533+19.8% | Added |
| Pacer Advisors, Inc. | 3,499,049 | $147.2M | 0.34% | +778,585+28.6% | Added |
| State Street Corp | 4,151,738 | $174.6M | 0.01% | +1,8040.0% | Added |
| Dimensional Fund Advisors LP | 5,400,616 | $227.1M | 0.06% | +219,300+4.2% | Added |
| State Farm Mutual Automobile Insurance Co | 8,257,200 | $347.3M | 0.31% | 00.0% | Unchanged |