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, Q2 2024
Institutional positions in Helmerich & Payne, Inc. as of Jun 30, 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
- 385
- −13 vs. Q1 2024
- Shares held
- 106.1M
- +2.58M (+2.5%) vs. Q1 2024
- Total value
- $3.83B
- −$518.6M (−11.9%) vs. Q1 2024
- New holders
- 38
- 132 more added
- Sold out
- 51
- 150 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 0 | $11 | 0.00% | −234−100.0% | Reduced |
| MV Capital Management, Inc. | 5 | $181 | 0.00% | +2+66.7% | Added |
| Abound Wealth Management | 9 | $326 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $398 | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 15 | $542 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $543 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $687 | 0.00% | +3+18.8% | Added |
| Aspire Private Capital, LLC | 20 | $723 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $723 | 0.00% | +10+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 22 | $788 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $890 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $1.63K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 46 | $1.66K | 0.00% | +46 | New |
| Valued Wealth Advisors LLC | 46 | $1.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $1.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $2.02K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 57 | $2.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $2.17K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 70 | $2.53K | 0.00% | −49−41.2% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $2.53K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 70 | $2.53K | 0.00% | +3+4.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 87 | $3.14K | 0.00% | −83−48.8% | Reduced |
| International Assets Investment Management, LLC | 100 | $3.61K | 0.00% | +100 | New |
| Redwood Wealth Management Group, LLC | 100 | $3.61K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 115 | $4.16K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.52K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $5.06K | 0.00% | −300−68.2% | Reduced |
| Sound Income Strategies, LLC | 144 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 155 | $5.33K | 0.00% | −26−14.4% | Reduced |
| Quent Capital, LLC | 149 | $5.38K | 0.00% | −130−46.6% | Reduced |
| SJS Investment Consulting Inc. | 150 | $5.43K | 0.00% | +1+0.7% | Added |
| Guardian Wealth Management, Inc. | 154 | $5.56K | 0.00% | −72−31.9% | Reduced |
| Tompkins Financial Corp | 179 | $6.47K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 184 | $6.65K | 0.00% | −659−78.2% | Reduced |
| Red Tortoise LLC | 188 | $6.79K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $7.47K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 225 | $8.13K | 0.00% | +79+54.1% | Added |
| Huntington National Bank | 227 | $8.20K | 0.00% | −188−45.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 261 | $9.00K | 0.00% | −103−28.3% | Reduced |
| Planning Capital Management Corp | 280 | $10.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $10.8K | 0.00% | −700−70.0% | Reduced |
| Bessemer Group Inc | 297 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 314 | $11.3K | 0.00% | +243+342.3% | Added |
| Massmutual Trust Co FSB | 321 | $11.6K | 0.00% | +35+12.2% | Added |
| Parallel Advisors, LLC | 329 | $11.9K | 0.00% | −195−37.2% | Reduced |
| Kimelman & Baird, LLC | 350 | $12.6K | 0.00% | +350 | New |
| Park Place Capital Corp | 380 | $13.7K | 0.00% | −264−41.0% | Reduced |
| Main Street Group, LTD | 404 | $14.6K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 423 | $15.3K | 0.00% | +27+6.8% | Added |
| Brown Brothers Harriman & Co | 427 | $15.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 475 | $17.2K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $18.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 508 | $18.4K | 0.00% | +2+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 594 | $21.5K | 0.00% | −13−2.1% | Reduced |
| Hilltop National Bank | 600 | $21.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 541 | $21.9K | 0.00% | +20+3.8% | Added |
| Proequities, Inc. | 625 | $22.6K | 0.00% | −35,223−98.3% | Reduced |
| Whittier Trust Co | 627 | $22.7K | 0.00% | −595−48.7% | Reduced |
| Manchester Capital Management LLC | 674 | $24.4K | 0.00% | +550+443.5% | Added |
| Versant Capital Management, Inc | 725 | $26.2K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $26.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 742 | $26.8K | 0.00% | −155−17.3% | Reduced |
| Ronald Blue Trust, Inc. | 668 | $28.1K | 0.00% | +351+110.7% | Added |
| Jones Financial Companies LLLP | 798 | $28.8K | 0.00% | +798 | New |
| Covestor Ltd | 836 | $30.0K | 0.02% | −104−11.1% | Reduced |
| Allworth Financial LP | 808 | $30.9K | 0.00% | +113+16.3% | Added |
| CIBC Private Wealth Group, LLC | 893 | $31.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 885 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 912 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 926 | $33.5K | 0.00% | +11+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 930 | $33.6K | 0.00% | −208−18.3% | Reduced |
| Hexagon Capital Partners LLC | 937 | $33.9K | 0.01% | −3−0.3% | Reduced |
| IFP Advisors, Inc | 986 | $35.6K | 0.00% | −99−9.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,030 | $37.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,062 | $38.4K | 0.00% | +129+13.8% | Added |
| Global Retirement Partners, LLC | 1,220 | $44.1K | 0.00% | +724+146.0% | Added |
| EntryPoint Capital, LLC | 1,265 | $45.7K | 0.02% | +719+131.7% | Added |
| Lindbrook Capital, LLC | 1,442 | $52.1K | 0.00% | −256−15.1% | Reduced |
| Smartleaf Asset Management LLC | 1,503 | $53.5K | 0.01% | +551+57.9% | Added |
| Headlands Technologies LLC | 1,538 | $55.6K | 0.01% | +757+96.9% | Added |
| Chilton Capital Management LLC | 2,000 | $72.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,185 | $79.0K | 0.01% | −433−16.5% | Reduced |
| Umb Bank N A | 2,252 | $81.4K | 0.00% | +8+0.4% | Added |
| Public Employees Retirement System of Ohio | 2,370 | $85.7K | 0.00% | −66−2.7% | Reduced |
| KBC Group NV | 2,601 | $94.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,989 | $108.0K | 0.02% | +7+0.2% | Added |
| Lazard Asset Management LLC | 4,158 | $149.0K | 0.00% | −125−2.9% | Reduced |
| Clearstead Advisors, LLC | 4,377 | $158.2K | 0.00% | +4,377 | New |
| CWM, LLC | 4,972 | $180.0K | 0.00% | +1,990+66.7% | Added |
| Innealta Capital, LLC | 5,017 | $181.3K | 0.06% | +5,017 | New |
| STRS Ohio | 5,100 | $184.3K | 0.00% | −6,300−55.3% | Reduced |