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, Q4 2024
Institutional positions in Helmerich & Payne, Inc. as of Dec 31, 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
- 376
- −4 vs. Q3 2024
- Shares held
- 103.0M
- −2.68M (−2.5%) vs. Q3 2024
- Total value
- $3.30B
- +$77.0M (+2.4%) vs. Q3 2024
- New holders
- 54
- 126 more added
- Sold out
- 58
- 139 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 0 | $26 | 0.00% | −3,479−100.0% | Reduced |
| Creekmur Asset Management LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $32 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 3 | $96 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 5 | $160 | 0.00% | +5 | New |
| Abound Wealth Management | 7 | $225 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $352 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $544 | 0.00% | +17 | New |
| MV Capital Management, Inc. | 20 | $641 | 0.00% | −2−9.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 22 | $712 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $769 | 0.00% | +6+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 32 | $1.02K | 0.00% | −23−41.8% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $1.09K | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 39 | $1.25K | 0.00% | −30−43.5% | Reduced |
| Raffa Wealth Management, LLC | 45 | $1.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $1.92K | 0.00% | +60 | New |
| Hemington Wealth Management | 67 | $2.00K | 0.00% | +40+148.1% | Added |
| Key Financial Inc | 64 | $2.05K | 0.00% | +64 | New |
| Retirement Wealth Solutions LLC | 61 | $2.10K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 70 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $2.24K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 73 | $2.34K | 0.00% | −231−76.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.38K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 87 | $2.79K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 88 | $2.82K | 0.00% | −2−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $2.91K | 0.00% | +14+18.2% | Added |
| Hantz Financial Services, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 91 | $3.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $3.44K | 0.00% | +1+0.9% | Added |
| Cetera Trust Company, N.A | 115 | $3.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 114 | $3.86K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 129 | $4.05K | 0.00% | +114+760.0% | Added |
| Rothschild Investment LLC | 130 | $4.16K | 0.00% | +5+4.0% | Added |
| Sound Income Strategies, LLC | 144 | $4.61K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 146 | $4.61K | 0.00% | +146 | New |
| SJS Investment Consulting Inc. | 147 | $4.71K | 0.00% | +7+5.0% | Added |
| Quent Capital, LLC | 149 | $4.77K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 154 | $4.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 183 | $5.86K | 0.00% | +183 | New |
| Red Tortoise LLC | 188 | $6.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $7.88K | 0.00% | −47−16.0% | Reduced |
| Harbor Capital Advisors, Inc. | 281 | $9.00K | 0.00% | +49+21.1% | Added |
| Allworth Financial LP | 287 | $10.2K | 0.00% | −35−10.9% | Reduced |
| Parkside Financial Bank & Trust | 330 | $10.6K | 0.00% | −188−36.3% | Reduced |
| Principal Securities, Inc. | 341 | $10.9K | 0.00% | −60−15.0% | Reduced |
| Parallel Advisors, LLC | 342 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 365 | $11.0K | 0.00% | +265+265.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $11.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 380 | $12.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 404 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 430 | $13.8K | 0.00% | −1,092−71.7% | Reduced |
| Private Trust Co NA | 436 | $14.0K | 0.00% | −28−6.0% | Reduced |
| Proequities, Inc. | 394 | $14.1K | 0.00% | −61−13.4% | Reduced |
| EverSource Wealth Advisors, LLC | 453 | $14.5K | 0.00% | −214−32.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 467 | $15.0K | 0.01% | +467 | New |
| Capital Advisors, Ltd. LLC | 457 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $16.0K | 0.00% | −304−37.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 500 | $16.0K | 0.02% | +500 | New |
| Geneos Wealth Management Inc. | 536 | $17.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 538 | $17.2K | 0.00% | −11−2.0% | Reduced |
| Brown Brothers Harriman & Co | 597 | $19.1K | 0.00% | +597 | New |
| Whittier Trust Co | 627 | $20.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 674 | $21.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 695 | $22.3K | 0.01% | +695 | New |
| Essex Investment Management Co LLC | 733 | $23.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 832 | $26.6K | 0.01% | +107+14.8% | Added |
| Kestra Investment Management, LLC | 851 | $27.2K | 0.00% | +851 | New |
| CIBC Private Wealth Group, LLC | 850 | $27.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 885 | $28.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 888 | $28.4K | 0.00% | +770+652.5% | Added |
| Nomura Asset Management Co Ltd | 1,030 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,038 | $33.2K | 0.00% | +100+10.7% | Added |
| Umb Bank N A | 1,098 | $35.2K | 0.00% | −1,339−54.9% | Reduced |
| Hexagon Capital Partners LLC | 1,183 | $37.9K | 0.01% | +65+5.8% | Added |
| Jones Financial Companies LLLP | 1,185 | $37.9K | 0.00% | +284+31.5% | Added |
| IFP Advisors, Inc | 1,319 | $42.2K | 0.00% | +18+1.4% | Added |
| GeoWealth Management, LLC | 1,328 | $42.5K | 0.00% | −45−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,359 | $43.5K | 0.00% | +303+28.7% | Added |
| Lindbrook Capital, LLC | 1,363 | $43.6K | 0.00% | +180+15.2% | Added |
| PEAK6 LLC | 1,429 | $45.8K | 0.00% | +1,429 | New |
| Federated Hermes, Inc. | 1,691 | $54.1K | 0.00% | −33−1.9% | Reduced |
| GAMMA Investing LLC | 1,708 | $54.7K | 0.00% | −260−13.2% | Reduced |
| Chilton Capital Management LLC | 2,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,017 | $64.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,100 | $67.2K | 0.00% | −900−30.0% | Reduced |
| Covestor Ltd | 2,386 | $76.0K | 0.05% | +907+61.3% | Added |
| Public Employees Retirement System of Ohio | 2,547 | $81.6K | 0.00% | +76+3.1% | Added |
| Stephenson National Bank & Trust | 2,711 | $86.8K | 0.03% | +2,711 | New |
| State of Wyoming | 2,742 | $87.8K | 0.01% | −1,748−38.9% | Reduced |
| Smartleaf Asset Management LLC | 2,805 | $88.1K | 0.01% | +1,268+82.5% | Added |
| Sterling Capital Management LLC | 3,046 | $97.5K | 0.00% | +2,714+817.5% | Added |
| Tower Research Capital LLC (TRC) | 3,533 | $113.1K | 0.00% | +1,932+120.7% | Added |
| Walleye Capital LLC | 3,934 | $126.0K | 0.00% | −10,419−72.6% | Reduced |
| Quadrant Capital Group LLC | 4,060 | $130.0K | 0.01% | −814−16.7% | Reduced |