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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,479 | $45.0K | 0.03% | +643+76.9% | Added |
| FinTrust Capital Advisors, LLC | 1,418 | $43.1K | 0.01% | +506+55.5% | Added |
| GeoWealth Management, LLC | 1,373 | $41.8K | 0.00% | +1,373 | New |
| IFP Advisors, Inc | 1,301 | $39.6K | 0.00% | +315+31.9% | Added |
| Lindbrook Capital, LLC | 1,183 | $36.0K | 0.00% | −259−18.0% | Reduced |
| Hexagon Capital Partners LLC | 1,118 | $34.0K | 0.01% | +181+19.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,056 | $32.1K | 0.00% | +126+13.5% | Added |
| Nomura Asset Management Co Ltd | 1,030 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 938 | $28.5K | 0.00% | +12+1.3% | Added |
| Jones Financial Companies LLLP | 901 | $27.0K | 0.00% | +103+12.9% | Added |
| Central Trust Co | 885 | $26.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 850 | $25.9K | 0.00% | −43−4.8% | Reduced |
| Global Retirement Partners, LLC | 804 | $24.5K | 0.00% | −416−34.1% | Reduced |
| Essex Investment Management Co LLC | 733 | $22.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 725 | $22.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 573 | $21.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 674 | $20.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 667 | $20.3K | 0.00% | +126+23.3% | Added |
| Whittier Trust Co | 627 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $18.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 549 | $16.7K | 0.00% | +41+8.1% | Added |
| Geneos Wealth Management Inc. | 536 | $16.3K | 0.00% | +536 | New |
| Parkside Financial Bank & Trust | 518 | $15.8K | 0.00% | +204+65.0% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $15.2K | 0.01% | +500 | New |
| Private Trust Co NA | 464 | $14.1K | 0.00% | −130−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 457 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 455 | $13.8K | 0.00% | −170−27.2% | Reduced |
| Main Street Group, LTD | 404 | $12.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 401 | $12.2K | 0.00% | −341−46.0% | Reduced |
| Planning Capital Management Corp | 397 | $12.1K | 0.01% | +117+41.8% | Added |
| Park Place Capital Corp | 380 | $11.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 342 | $10.4K | 0.00% | +13+4.0% | Added |
| Sterling Capital Management LLC | 332 | $10.1K | 0.00% | +332 | New |
| Allworth Financial LP | 322 | $9.79K | 0.00% | −486−60.1% | Reduced |
| Huntington National Bank | 304 | $9.25K | 0.00% | +77+33.9% | Added |
| Alpine Bank Wealth Management | 299 | $9.10K | 0.00% | +299 | New |
| Massmutual Trust Co FSB | 293 | $8.91K | 0.00% | −28−8.7% | Reduced |
| Harbor Capital Advisors, Inc. | 232 | $7.00K | 0.00% | +232 | New |
| Harbor Investment Advisory, LLC | 225 | $6.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 207 | $6.29K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $5.72K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $5.45K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 154 | $4.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $4.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 140 | $4.26K | 0.00% | −10−6.7% | Reduced |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $3.80K | 0.00% | +105+525.0% | Added |
| Cornerstone Planning Group LLC | 114 | $3.80K | 0.00% | −41−26.5% | Reduced |
| LGT Financial Advisors LLC | 121 | $3.68K | 0.01% | −354−74.5% | Reduced |
| Group One Trading, L.P. | 118 | $3.59K | 0.00% | −66−35.9% | Reduced |
| Cetera Trust Company, N.A | 115 | $3.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $3.25K | 0.00% | +107 | New |
| Bessemer Group Inc | 100 | $3.00K | 0.00% | −197−66.3% | Reduced |
| Hantz Financial Services, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 90 | $2.74K | 0.00% | −333−78.7% | Reduced |
| Colonial Trust Co | 91 | $2.74K | 0.00% | +91 | New |
| Capital Performance Advisors LLP | 88 | $2.68K | 0.00% | +88 | New |
| GWM Advisors LLC | 87 | $2.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $2.34K | 0.00% | −1−1.3% | Reduced |
| Continuum Advisory, LLC | 66 | $2.24K | 0.00% | +28+73.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $2.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $2.10K | 0.00% | +13+23.2% | Added |
| Steward Partners Investment Advisory, LLC | 55 | $1.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 42 | $1.28K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 33 | $1.00K | 0.00% | +18+120.0% | Added |
| Duncker Streett & Co Inc | 33 | $1.00K | 0.00% | +33 | New |
| GPS Wealth Strategies Group, LLC | 22 | $672 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $670 | 0.00% | +17+340.0% | Added |
| Aspire Private Capital, LLC | 20 | $608 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $548 | 0.00% | −1−5.3% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $450 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $396 | 0.00% | +13 | New |
| Larson Financial Group LLC | 11 | $335 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 8 | $244 | 0.00% | +8 | New |
| Abound Wealth Management | 7 | $213 | 0.00% | −2−22.2% | Reduced |
| Creekmur Asset Management LLC | 1 | $30 | 0.00% | +1 | Added |
| Hemington Wealth Management | 27 | $0 | 0.00% | +27 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −730,017−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −403,740−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −319,248−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −65,545−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −39,315−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −25,318−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,868−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,301−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −15,973−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,144−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,286−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,396−100.0% | Sold out |