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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4,101 | $131.3K | 0.00% | +4,101 | New |
| CWM, LLC | 4,116 | $132.0K | 0.00% | −629−13.3% | Reduced |
| Clearstead Advisors, LLC | 4,377 | $140.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,899 | $157.0K | 0.00% | +1,769+56.5% | Added |
| Walleye Trading LLC | 5,415 | $173.4K | 0.00% | +5,415 | New |
| Quantbot Technologies LP | 6,181 | $197.9K | 0.01% | −116,186−94.9% | Reduced |
| Legacy Financial Advisors, Inc. | 6,275 | $200.9K | 0.03% | +6,275 | New |
| Farther Finance Advisors, LLC | 6,396 | $204.8K | 0.01% | −15−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,417 | $205.5K | 0.00% | −420−6.1% | Reduced |
| Centiva Capital, LP | 6,417 | $205.5K | 0.01% | +6,417 | New |
| Simplex Trading, LLC | 6,444 | $206.0K | 0.01% | +6,444 | New |
| SignalPoint Asset Management, LLC | 6,459 | $206.8K | 0.05% | +6,459 | New |
| Philip James Wealth Mangement, LLC | 6,486 | $207.7K | 0.03% | −1,767−21.4% | Reduced |
| Park Avenue Securities LLC | 6,525 | $209.0K | 0.00% | +6,525 | New |
| Quantinno Capital Management LP | 6,569 | $210.4K | 0.00% | +6,569 | New |
| Jefferies Financial Group Inc. | 6,582 | $210.8K | 0.00% | +6,582 | New |
| Gilliland Jeter Wealth Management LLC | 6,600 | $211.3K | 0.07% | −200−2.9% | Reduced |
| CI Private Wealth, LLC | 6,614 | $211.8K | 0.00% | −49−0.7% | Reduced |
| Cambria Investment Management, L.P. | 6,818 | $218.3K | 0.01% | −337,213−98.0% | Reduced |
| Gibraltar Capital Management, Inc. | 6,845 | $219.2K | 0.10% | +6,845 | New |
| Crossmark Global Holdings, Inc. | 6,996 | $224.0K | 0.00% | −6−0.1% | Reduced |
| Paragon Capital Management Ltd | 7,127 | $228.2K | 0.05% | −116−1.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,200 | $230.5K | 0.23% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,217 | $231.1K | 0.05% | +7,217 | New |
| Hodges Capital Management Inc. | 7,275 | $233.0K | 0.01% | −2,980−29.1% | Reduced |
| PAX Financial Group, LLC | 7,643 | $244.7K | 0.04% | +141+1.9% | Added |
| Xponance, Inc. | 7,707 | $246.8K | 0.00% | +7,707 | New |
| Wealth Enhancement Advisory Services, LLC | 7,731 | $247.6K | 0.00% | +7,731 | New |
| Virtu Financial LLC | 8,035 | $257.0K | 0.01% | +8,035 | New |
| Shell Asset Management Co | 8,088 | $259.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,197 | $262.0K | 0.00% | −646−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 8,344 | $267.2K | 0.03% | −34−0.4% | Reduced |
| Assenagon Asset Management S.A. | 8,414 | $269.4K | 0.00% | −62,537−88.1% | Reduced |
| Empowered Funds, LLC | 8,607 | $275.6K | 0.00% | +8,607 | New |
| Cadence Wealth Management LLC | 8,777 | $281.0K | 0.19% | +363+4.3% | Added |
| CIBC World Markets Corp | 9,046 | $289.7K | 0.00% | +9,046 | New |
| Commonwealth Equity Services, LLC | 9,070 | $290.0K | 0.00% | +29+0.3% | Added |
| Ieq Capital, LLC | 9,080 | $290.7K | 0.00% | +9,080 | New |
| Integrated Investment Consultants, LLC | 9,186 | $294.1K | 0.06% | −1,188−11.5% | Reduced |
| Monument Capital Management | 9,372 | $300.1K | 0.08% | +9,372 | New |
| State of Wisconsin Investment Board | 9,462 | $303.0K | 0.00% | +1,674+21.5% | Added |
| Captrust Financial Advisors | 9,734 | $311.7K | 0.00% | −122−1.2% | Reduced |
| Vestcor Inc | 9,761 | $313.0K | 0.01% | +2,867+41.6% | Added |
| Capital Advisors Inc | 9,900 | $317.0K | 0.01% | −2,198−18.2% | Reduced |
| Cerity Partners LLC | 10,377 | $317.1K | 0.00% | −3,580−25.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,794 | $319.0K | 0.06% | +3,794 | New |
| Stephens Inc | 9,966 | $319.1K | 0.00% | −4,996−33.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,113 | $323.8K | 0.01% | +395+4.1% | Added |
| Keene & Associates, Inc. | 10,140 | $324.7K | 0.26% | +2,415+31.3% | Added |
| DMG Group, LLC | 10,180 | $326.0K | 0.27% | +1,836+22.0% | Added |
| Teacher Retirement System of Texas | 10,362 | $332.0K | 0.00% | −16,389−61.3% | Reduced |
| Truist Financial Corp | 10,527 | $337.1K | 0.00% | −17,765−62.8% | Reduced |
| Connable Office Inc | 10,617 | $340.0K | 0.04% | −508−4.6% | Reduced |
| Kestra Advisory Services, LLC | 10,968 | $351.2K | 0.00% | +426+4.0% | Added |
| Semanteon Capital Management, LP | 11,016 | $352.7K | 0.19% | −26,017−70.3% | Reduced |
| Jump Financial, LLC | 11,030 | $353.2K | 0.01% | −131,040−92.2% | Reduced |
| Fulton Bank, N.A. | 11,321 | $362.5K | 0.01% | +1,180+11.6% | Added |
| Atria Investments LLC | 11,840 | $379.1K | 0.00% | +953+8.8% | Added |
| Ethic Inc. | 11,888 | $380.7K | 0.01% | −4,134−25.8% | Reduced |
| Mather Group, LLC. | 12,102 | $387.5K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 12,383 | $396.5K | 0.03% | −79,738−86.6% | Reduced |
| Ellis Investment Partners, LLC | 12,441 | $398.3K | 0.08% | −366−2.9% | Reduced |
| Olistico Wealth, LLC | 12,565 | $402.3K | 0.23% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,600 | $403.5K | 0.00% | −228,601−94.8% | Reduced |
| Public Employees Retirement Association of Colorado | 12,659 | $405.0K | 0.00% | −981−7.2% | Reduced |
| Ridgewood Investments LLC | 12,816 | $410.4K | 0.20% | +3,276+34.3% | Added |
| Tandem Financial, LLC | 12,897 | $413.0K | 0.44% | +12,897 | New |
| Readystate Asset Management LP | 13,366 | $428.0K | 0.02% | +13,366 | New |
| Fruth Investment Management | 13,400 | $429.0K | 0.12% | −25−0.2% | Reduced |
| Schroder Investment Management Group | 13,848 | $434.8K | 0.00% | +13,848 | New |
| Waratah Capital Advisors Ltd. | 13,738 | $439.9K | 0.02% | +13,738 | New |
| Scissortail Wealth Management, LLC | 13,976 | $447.5K | 0.11% | +13,970+232,833.3% | Added |
| Exencial Wealth Advisors, LLC | 14,094 | $451.3K | 0.02% | +177+1.3% | Added |
| Brinker Capital Investments, LLC | 14,151 | $453.1K | 0.00% | −781−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,151 | $453.1K | 0.00% | −781−5.2% | Reduced |
| SG Americas Securities, LLC | 14,504 | $464.0K | 0.00% | +2,357+19.4% | Added |
| Keybank National Association | 14,857 | $475.7K | 0.00% | −641−4.1% | Reduced |
| Bryn Mawr Trust Co | 14,873 | $476.2K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,918 | $477.7K | 0.00% | −882−5.6% | Reduced |
| Mutual of America Capital Management LLC | 14,960 | $479.0K | 0.01% | +106+0.7% | Added |
| Pictet Asset Management Holding SA | 15,255 | $488.5K | 0.00% | +2,414+18.8% | Added |
| RSM US Wealth Management LLC | 16,049 | $504.0K | 0.01% | −52−0.3% | Reduced |
| Profund Advisors LLC | 15,840 | $507.2K | 0.02% | −2,805−15.0% | Reduced |
| Quest Partners LLC | 15,980 | $511.7K | 0.07% | −1,390−8.0% | Reduced |
| Two Sigma Securities, LLC | 16,432 | $526.2K | 0.10% | +16,432 | New |
| Stifel Financial Corp | 17,233 | $551.8K | 0.00% | −2,150−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 17,641 | $560.7K | 0.00% | +8,519+93.4% | Added |
| Savant Capital, LLC | 17,880 | $572.5K | 0.00% | −23−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 17,920 | $573.8K | 0.01% | −1,246−6.5% | Reduced |
| Neuberger Berman Group LLC | 18,296 | $585.8K | 0.00% | +208+1.1% | Added |
| JustInvest LLC | 19,010 | $608.7K | 0.01% | −3,030−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 19,042 | $609.7K | 0.00% | −102−0.5% | Reduced |
| Cetera Investment Advisers | 19,114 | $612.0K | 0.00% | +4,692+32.5% | Added |
| KLP Kapitalforvaltning AS | 20,100 | $643.6K | 0.00% | +20,100 | New |
| Vident Advisory, LLC | 20,509 | $656.7K | 0.01% | +20,509 | New |
| Fifth Third Bancorp | 20,570 | $658.7K | 0.00% | −9,353−31.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,579 | $658.9K | 0.01% | +20,579 | New |
| Napatree Capital LLC | 20,847 | $667.5K | 0.39% | +511+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,083 | $675.1K | 0.00% | −26−0.1% | Reduced |
| Evergreen Capital Management LLC | 21,621 | $692.3K | 0.02% | −432−2.0% | Reduced |