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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,220 | $44.1K | 0.00% | +724+146.0% | Added |
| Federated Hermes, Inc. | 1,062 | $38.4K | 0.00% | +129+13.8% | Added |
| Nomura Asset Management Co Ltd | 1,030 | $37.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 986 | $35.6K | 0.00% | −99−9.1% | Reduced |
| Hexagon Capital Partners LLC | 937 | $33.9K | 0.01% | −3−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 930 | $33.6K | 0.00% | −208−18.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 926 | $33.5K | 0.00% | +11+1.2% | Added |
| FinTrust Capital Advisors, LLC | 912 | $33.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 885 | $32.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 893 | $31.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 808 | $30.9K | 0.00% | +113+16.3% | Added |
| Covestor Ltd | 836 | $30.0K | 0.02% | −104−11.1% | Reduced |
| Jones Financial Companies LLLP | 798 | $28.8K | 0.00% | +798 | New |
| Ronald Blue Trust, Inc. | 668 | $28.1K | 0.00% | +351+110.7% | Added |
| Principal Securities, Inc. | 742 | $26.8K | 0.00% | −155−17.3% | Reduced |
| Essex Investment Management Co LLC | 733 | $26.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 725 | $26.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 674 | $24.4K | 0.00% | +550+443.5% | Added |
| Whittier Trust Co | 627 | $22.7K | 0.00% | −595−48.7% | Reduced |
| Proequities, Inc. | 625 | $22.6K | 0.00% | −35,223−98.3% | Reduced |
| EverSource Wealth Advisors, LLC | 541 | $21.9K | 0.00% | +20+3.8% | Added |
| Hilltop National Bank | 600 | $21.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 594 | $21.5K | 0.00% | −13−2.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $20.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 508 | $18.4K | 0.00% | +2+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $18.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 475 | $17.2K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 427 | $15.4K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 423 | $15.3K | 0.00% | +27+6.8% | Added |
| Main Street Group, LTD | 404 | $14.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 380 | $13.7K | 0.00% | −264−41.0% | Reduced |
| Kimelman & Baird, LLC | 350 | $12.6K | 0.00% | +350 | New |
| Parallel Advisors, LLC | 329 | $11.9K | 0.00% | −195−37.2% | Reduced |
| Massmutual Trust Co FSB | 321 | $11.6K | 0.00% | +35+12.2% | Added |
| Parkside Financial Bank & Trust | 314 | $11.3K | 0.00% | +243+342.3% | Added |
| Bessemer Group Inc | 297 | $11.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $10.8K | 0.00% | −700−70.0% | Reduced |
| Planning Capital Management Corp | 280 | $10.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 261 | $9.00K | 0.00% | −103−28.3% | Reduced |
| Huntington National Bank | 227 | $8.20K | 0.00% | −188−45.3% | Reduced |
| Harbor Investment Advisory, LLC | 225 | $8.13K | 0.00% | +79+54.1% | Added |
| TD Capital Management LLC | 207 | $7.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $6.79K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 184 | $6.65K | 0.00% | −659−78.2% | Reduced |
| Tompkins Financial Corp | 179 | $6.47K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 154 | $5.56K | 0.00% | −72−31.9% | Reduced |
| SJS Investment Consulting Inc. | 150 | $5.43K | 0.00% | +1+0.7% | Added |
| Quent Capital, LLC | 149 | $5.38K | 0.00% | −130−46.6% | Reduced |
| Cornerstone Planning Group LLC | 155 | $5.33K | 0.00% | −26−14.4% | Reduced |
| Sound Income Strategies, LLC | 144 | $5.20K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $5.06K | 0.00% | −300−68.2% | Reduced |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.52K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 115 | $4.16K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $3.61K | 0.00% | +100 | New |
| Redwood Wealth Management Group, LLC | 100 | $3.61K | 0.00% | +100 | New |
| GWM Advisors LLC | 87 | $3.14K | 0.00% | −83−48.8% | Reduced |
| Hantz Financial Services, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $2.82K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 60 | $2.17K | 0.00% | +60 | New |
| Oakworth Capital, Inc. | 57 | $2.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $2.02K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $1.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 46 | $1.66K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 45 | $1.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $1.37K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $890 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $788 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $723 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $723 | 0.00% | +10+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $687 | 0.00% | +3+18.8% | Added |
| Bell Investment Advisors, Inc | 15 | $543 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $542 | 0.00% | +15 | New |
| Larson Financial Group LLC | 11 | $398 | 0.00% | +11 | New |
| Abound Wealth Management | 9 | $326 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $181 | 0.00% | +2+66.7% | Added |
| Creekmur Asset Management LLC | 0 | $11 | 0.00% | −234−100.0% | Reduced |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −269,460−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −120,254−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −109,571−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −86,492−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −75,299−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −62,300−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −52,607−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −43,584−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −46,654−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −40,400−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −36,436−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −29,460−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,432−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −20,566−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |