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, Q3 2024
Institutional positions in Helmerich & Payne, Inc. as of Sep 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
- 386
- +4 vs. Q2 2024
- Shares held
- 105.8M
- +15.7M (+17.4%) vs. Q2 2024
- Total value
- $3.23B
- −$32.2M (−1.0%) vs. Q2 2024
- New holders
- 55
- 132 more added
- Sold out
- 51
- 137 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 27 | $0 | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 1 | $30 | 0.00% | +1 | Added |
| Abound Wealth Management | 7 | $213 | 0.00% | −2−22.2% | Reduced |
| Voisard Asset Management Group, Inc. | 8 | $244 | 0.00% | +8 | New |
| Larson Financial Group LLC | 11 | $335 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $396 | 0.00% | +13 | New |
| Coppell Advisory Solutions LLC | 15 | $450 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $548 | 0.00% | −1−5.3% | Reduced |
| Aspire Private Capital, LLC | 20 | $608 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $670 | 0.00% | +17+340.0% | Added |
| GPS Wealth Strategies Group, LLC | 22 | $672 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $1.00K | 0.00% | +18+120.0% | Added |
| Duncker Streett & Co Inc | 33 | $1.00K | 0.00% | +33 | New |
| Ashton Thomas Securities, LLC | 42 | $1.28K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $1.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $2.10K | 0.00% | +13+23.2% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $2.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.19K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 66 | $2.24K | 0.00% | +28+73.7% | Added |
| JFS Wealth Advisors, LLC | 77 | $2.34K | 0.00% | −1−1.3% | Reduced |
| GWM Advisors LLC | 87 | $2.65K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 88 | $2.68K | 0.00% | +88 | New |
| Colonial Trust Co | 91 | $2.74K | 0.00% | +91 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 90 | $2.74K | 0.00% | −333−78.7% | Reduced |
| Bessemer Group Inc | 100 | $3.00K | 0.00% | −197−66.3% | Reduced |
| Hantz Financial Services, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $3.25K | 0.00% | +107 | New |
| Cetera Trust Company, N.A | 115 | $3.50K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 118 | $3.59K | 0.00% | −66−35.9% | Reduced |
| LGT Financial Advisors LLC | 121 | $3.68K | 0.01% | −354−74.5% | Reduced |
| Cornerstone Planning Group LLC | 114 | $3.80K | 0.00% | −41−26.5% | Reduced |
| Rothschild Investment LLC | 125 | $3.80K | 0.00% | +105+525.0% | Added |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 140 | $4.26K | 0.00% | −10−6.7% | Reduced |
| Sound Income Strategies, LLC | 144 | $4.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $4.53K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 154 | $4.68K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $5.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $5.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $6.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 225 | $6.84K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 232 | $7.00K | 0.00% | +232 | New |
| Massmutual Trust Co FSB | 293 | $8.91K | 0.00% | −28−8.7% | Reduced |
| Alpine Bank Wealth Management | 299 | $9.10K | 0.00% | +299 | New |
| Huntington National Bank | 304 | $9.25K | 0.00% | +77+33.9% | Added |
| Allworth Financial LP | 322 | $9.79K | 0.00% | −486−60.1% | Reduced |
| Sterling Capital Management LLC | 332 | $10.1K | 0.00% | +332 | New |
| Parallel Advisors, LLC | 342 | $10.4K | 0.00% | +13+4.0% | Added |
| Kimelman & Baird, LLC | 350 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $10.6K | 0.00% | +350 | New |
| Park Place Capital Corp | 380 | $11.6K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 397 | $12.1K | 0.01% | +117+41.8% | Added |
| Principal Securities, Inc. | 401 | $12.2K | 0.00% | −341−46.0% | Reduced |
| Main Street Group, LTD | 404 | $12.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 455 | $13.8K | 0.00% | −170−27.2% | Reduced |
| Capital Advisors, Ltd. LLC | 457 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 464 | $14.1K | 0.00% | −130−21.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $15.2K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 518 | $15.8K | 0.00% | +204+65.0% | Added |
| Geneos Wealth Management Inc. | 536 | $16.3K | 0.00% | +536 | New |
| Signaturefd, LLC | 549 | $16.7K | 0.00% | +41+8.1% | Added |
| Hilltop National Bank | 600 | $18.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 627 | $19.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 667 | $20.3K | 0.00% | +126+23.3% | Added |
| Manchester Capital Management LLC | 674 | $20.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 725 | $22.1K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $22.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 804 | $24.5K | 0.00% | −416−34.1% | Reduced |
| CIBC Private Wealth Group, LLC | 850 | $25.9K | 0.00% | −43−4.8% | Reduced |
| Central Trust Co | 885 | $26.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 901 | $27.0K | 0.00% | +103+12.9% | Added |
| Cullen/Frost Bankers, Inc. | 938 | $28.5K | 0.00% | +12+1.3% | Added |
| Nomura Asset Management Co Ltd | 1,030 | $31.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,056 | $32.1K | 0.00% | +126+13.5% | Added |
| Hexagon Capital Partners LLC | 1,118 | $34.0K | 0.01% | +181+19.3% | Added |
| Lindbrook Capital, LLC | 1,183 | $36.0K | 0.00% | −259−18.0% | Reduced |
| IFP Advisors, Inc | 1,301 | $39.6K | 0.00% | +315+31.9% | Added |
| GeoWealth Management, LLC | 1,373 | $41.8K | 0.00% | +1,373 | New |
| FinTrust Capital Advisors, LLC | 1,418 | $43.1K | 0.01% | +506+55.5% | Added |
| Covestor Ltd | 1,479 | $45.0K | 0.03% | +643+76.9% | Added |
| Catalyst Funds Management Pty Ltd | 1,500 | $45.6K | 0.01% | +1,200+400.0% | Added |
| Smartleaf Asset Management LLC | 1,537 | $46.1K | 0.01% | +34+2.3% | Added |
| Quarry LP | 1,589 | $48.3K | 0.01% | +1,589 | New |
| Tower Research Capital LLC (TRC) | 1,601 | $48.7K | 0.00% | −9,173−85.1% | Reduced |
| Federated Hermes, Inc. | 1,724 | $52.4K | 0.00% | +662+62.3% | Added |
| Ronald Blue Trust, Inc. | 1,522 | $55.0K | 0.00% | +854+127.8% | Added |
| GAMMA Investing LLC | 1,968 | $59.9K | 0.01% | −217−9.9% | Reduced |
| Chilton Capital Management LLC | 2,000 | $60.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,017 | $61.4K | 0.00% | +2,017 | New |
| Umb Bank N A | 2,437 | $74.1K | 0.00% | +185+8.2% | Added |
| Public Employees Retirement System of Ohio | 2,471 | $75.2K | 0.00% | +101+4.3% | Added |
| STRS Ohio | 3,000 | $91.3K | 0.00% | −2,100−41.2% | Reduced |
| KBC Group NV | 3,130 | $95.0K | 0.00% | +529+20.3% | Added |
| Darwin Advisors, LLC | 3,479 | $105.8K | 0.03% | +3,479 | New |