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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,025 | $122.0K | 0.00% | −133−3.2% | Reduced |
| Clearstead Advisors, LLC | 4,377 | $133.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,490 | $136.6K | 0.02% | +1,501+50.2% | Added |
| CWM, LLC | 4,745 | $144.0K | 0.00% | −227−4.6% | Reduced |
| Quadrant Capital Group LLC | 4,874 | $148.3K | 0.01% | −982−16.8% | Reduced |
| Farther Finance Advisors, LLC | 6,411 | $195.0K | 0.01% | −31−0.5% | Reduced |
| Aigen Investment Management, LP | 6,657 | $202.5K | 0.04% | −1,090−14.1% | Reduced |
| CI Private Wealth, LLC | 6,663 | $202.7K | 0.00% | −13,431−66.8% | Reduced |
| TownSquare Capital, LLC | 6,687 | $203.4K | 0.00% | −43−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,677 | $205.2K | 0.08% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,800 | $206.9K | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,837 | $208.0K | 0.00% | +206+3.1% | Added |
| Vestcor Inc | 6,894 | $210.0K | 0.01% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 6,964 | $211.8K | 0.09% | −847−10.8% | Reduced |
| Crossmark Global Holdings, Inc. | 7,002 | $213.0K | 0.00% | −389−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 7,012 | $213.3K | 0.00% | −437−5.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,200 | $219.0K | 0.20% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 7,243 | $220.3K | 0.04% | +55+0.8% | Added |
| PAX Financial Group, LLC | 7,502 | $228.2K | 0.04% | −290−3.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,606 | $231.4K | 0.04% | −3,049−28.6% | Reduced |
| Keene & Associates, Inc. | 7,725 | $235.0K | 0.18% | −35−0.5% | Reduced |
| Wolverine Trading, LLC | 7,852 | $235.6K | 0.01% | +7,852 | New |
| State of Wisconsin Investment Board | 7,788 | $236.9K | 0.00% | −10,848−58.2% | Reduced |
| Magnetar Financial LLC | 7,921 | $241.0K | 0.01% | +7,921 | New |
| Shell Asset Management Co | 8,088 | $246.0K | 0.01% | +8,088 | New |
| Philip James Wealth Mangement, LLC | 8,253 | $251.1K | 0.03% | +8,253 | New |
| DMG Group, LLC | 8,344 | $253.8K | 0.21% | +26+0.3% | Added |
| Capital Investment Advisory Services, LLC | 8,378 | $254.9K | 0.02% | −76−0.9% | Reduced |
| Cadence Wealth Management LLC | 8,414 | $256.0K | 0.21% | +30+0.4% | Added |
| Hara Capital LLC | 8,619 | $262.2K | 0.16% | −13,080−60.3% | Reduced |
| Moloney Securities Asset Management, LLC | 8,800 | $267.7K | 0.04% | +8,800 | New |
| Cambridge Investment Research Advisors, Inc. | 8,843 | $269.0K | 0.00% | +75+0.9% | Added |
| Commonwealth Equity Services, LLC | 9,041 | $275.0K | 0.00% | −181−2.0% | Reduced |
| AlphaMark Advisors, LLC | 9,086 | $276.0K | 0.10% | +1,055+13.1% | Added |
| Advisor Group Holdings, Inc. | 9,122 | $277.5K | 0.00% | +2,114+30.2% | Added |
| Crestline Management, LP | 9,272 | $282.1K | 0.02% | +9,272 | New |
| TD Asset Management Inc | 9,500 | $285.0K | 0.00% | −10,700−53.0% | Reduced |
| Ridgewood Investments LLC | 9,540 | $290.2K | 0.15% | −2,812−22.8% | Reduced |
| Ameritas Investment Partners, Inc. | 9,718 | $295.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,856 | $299.8K | 0.00% | −229−2.3% | Reduced |
| Fulton Bank, N.A. | 10,141 | $308.5K | 0.01% | +825+8.9% | Added |
| Hodges Capital Management Inc. | 10,255 | $312.0K | 0.02% | −500−4.6% | Reduced |
| Teza Capital Management LLC | 10,295 | $313.2K | 0.03% | +10,295 | New |
| Integrated Investment Consultants, LLC | 10,374 | $315.6K | 0.07% | +1,454+16.3% | Added |
| Kestra Advisory Services, LLC | 10,542 | $320.7K | 0.00% | −517−4.7% | Reduced |
| Atria Investments LLC | 10,887 | $331.2K | 0.00% | −3,144−22.4% | Reduced |
| Connable Office Inc | 11,125 | $338.4K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,164 | $339.6K | 0.02% | +11,164 | New |
| Empirical Finance, LLC | 11,228 | $341.6K | 0.02% | −10.0% | Reduced |
| Oxford Asset Management LLP | 11,771 | $358.1K | 0.30% | +11,771 | New |
| Capital Advisors Inc | 12,098 | $368.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,102 | $368.2K | 0.00% | −1,041−7.9% | Reduced |
| SG Americas Securities, LLC | 12,147 | $370.0K | 0.00% | −3,987−24.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,452 | $378.8K | 0.00% | −9,984−44.5% | Reduced |
| Olistico Wealth, LLC | 12,565 | $382.2K | 0.23% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 12,807 | $389.6K | 0.08% | +3,082+31.7% | Added |
| Pictet Asset Management Holding SA | 12,841 | $390.6K | 0.00% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 13,000 | $395.5K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,025 | $396.2K | 0.19% | +3,474+36.4% | Added |
| Fruth Investment Management | 13,425 | $408.0K | 0.11% | +800+6.3% | Added |
| Public Employees Retirement Association of Colorado | 13,640 | $415.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 13,917 | $423.4K | 0.02% | +809+6.2% | Added |
| Cerity Partners LLC | 13,957 | $424.6K | 0.00% | +5,642+67.9% | Added |
| Scissortail Wealth Management, LLC | 6 | $425.1K | 0.10% | −13,970−100.0% | Reduced |
| Martingale Asset Management L P | 14,055 | $427.6K | 0.01% | −12,520−47.1% | Reduced |
| Walleye Capital LLC | 14,353 | $436.6K | 0.00% | +14,353 | New |
| Cetera Investment Advisers | 14,422 | $438.7K | 0.00% | +2,659+22.6% | Added |
| Quadrature Capital Ltd | 14,492 | $440.7K | 0.01% | +14,492 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,651 | $445.7K | 0.00% | −960−6.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 14,651 | $445.7K | 0.01% | −960−6.1% | Reduced |
| Mutual of America Capital Management LLC | 14,854 | $451.9K | 0.00% | −1,373−8.5% | Reduced |
| Bryn Mawr Trust Co | 14,873 | $452.4K | 0.01% | +14,873 | New |
| Brinker Capital Investments, LLC | 14,932 | $454.2K | 0.00% | −1,282−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 14,932 | $454.2K | 0.00% | −1,282−7.9% | Reduced |
| Stephens Inc | 14,962 | $455.1K | 0.01% | +221+1.5% | Added |
| Keybank National Association | 15,498 | $471.4K | 0.00% | −37−0.2% | Reduced |
| Guggenheim Capital LLC | 15,800 | $480.6K | 0.00% | −4,283−21.3% | Reduced |
| RSM US Wealth Management LLC | 16,101 | $508.5K | 0.01% | +1,202+8.1% | Added |
| Entropy Technologies, LP | 17,192 | $523.0K | 0.05% | +1,402+8.9% | Added |
| Quest Partners LLC | 17,370 | $528.4K | 0.05% | +3,238+22.9% | Added |
| Bayesian Capital Management, LP | 17,900 | $544.5K | 0.06% | +17,900 | New |
| Savant Capital, LLC | 17,903 | $544.6K | 0.00% | −5,235−22.6% | Reduced |
| Neuberger Berman Group LLC | 18,088 | $550.2K | 0.00% | −1,026−5.4% | Reduced |
| Profund Advisors LLC | 18,645 | $567.2K | 0.02% | −3,692−16.5% | Reduced |
| B&D White Capital Company, LLC | 19,100 | $581.0K | 0.10% | +19,100 | New |
| The PNC Financial Services Group, Inc. | 19,144 | $582.4K | 0.00% | +185+1.0% | Added |
| J. Safra Sarasin Holding AG | 19,166 | $583.0K | 0.01% | +885+4.8% | Added |
| MQS Management LLC | 19,262 | $586.0K | 0.33% | +10,122+110.7% | Added |
| Stifel Financial Corp | 19,383 | $589.7K | 0.00% | −1,132−5.5% | Reduced |
| Versor Investments LP | 19,512 | $593.6K | 0.09% | +7,015+56.1% | Added |
| Adams Wealth Management | 19,662 | $598.1K | 0.13% | +1,005+5.4% | Added |
| CacheTech Inc. | 19,662 | $598.1K | 0.13% | +1,005+5.4% | Added |
| Tudor Investment Corp Et Al | 20,121 | $612.1K | 0.01% | +20,121 | New |
| ProShare Advisors LLC | 20,207 | $614.7K | 0.00% | +5,184+34.5% | Added |
| Napatree Capital LLC | 20,336 | $618.6K | 0.43% | −543−2.6% | Reduced |
| Petrus Trust Company, LTA | 20,340 | $618.7K | 0.06% | +20,340 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,109 | $642.1K | 0.00% | −164−0.8% | Reduced |
| LPL Financial LLC | 21,355 | $649.6K | 0.00% | −6,208−22.5% | Reduced |
| Natixis Advisors, L.P. | 21,369 | $650.0K | 0.00% | −3,813−15.1% | Reduced |
| Scientech Research LLC | 21,734 | $661.1K | 0.13% | +21,734 | New |