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, Q1 2025
Institutional positions in Helmerich & Payne, Inc. as of Mar 31, 2025. 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
- 353
- −17 vs. Q4 2024
- Shares held
- 99.5M
- −3.18M (−3.1%) vs. Q4 2024
- Total value
- $2.60B
- −$689.4M (−21.0%) vs. Q4 2024
- New holders
- 45
- 129 more added
- Sold out
- 62
- 126 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| HFM Investment Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $52 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $78 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4 | $104 | 0.00% | −28−87.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4 | $104 | 0.00% | +4 | New |
| Abound Wealth Management | 6 | $157 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $262 | 0.00% | −14−58.3% | Reduced |
| WealthTrak Capital Management LLC | 10 | $262 | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $287 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $288 | 0.00% | −9−45.0% | Reduced |
| Global Financial Private Client, LLC | 12 | $313 | 0.00% | +7+140.0% | Added |
| CoreCap Advisors, LLC | 12 | $313 | 0.00% | +12 | New |
| Huntington National Bank | 14 | $366 | 0.00% | −59−80.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 22 | $586 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $784 | 0.00% | +30 | New |
| CVA Family Office, LLC | 32 | $836 | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 33 | $862 | 0.00% | +33 | New |
| Hemington Wealth Management | 59 | $1.00K | 0.00% | −8−11.9% | Reduced |
| AdvisorNet Financial, Inc | 39 | $1.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 43 | $1.12K | 0.00% | −493−92.0% | Reduced |
| Rothschild Investment LLC | 45 | $1.18K | 0.00% | −85−65.4% | Reduced |
| Raffa Wealth Management, LLC | 45 | $1.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $1.18K | 0.00% | −46−50.5% | Reduced |
| Valued Wealth Advisors LLC | 46 | $1.20K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $1.33K | 0.00% | +51 | New |
| True Wealth Design, LLC | 59 | $1.54K | 0.00% | +59 | New |
| Carolinas Wealth Consulting LLC | 60 | $1.57K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 61 | $1.59K | 0.00% | +61 | New |
| Retirement Wealth Solutions LLC | 62 | $1.62K | 0.00% | +1+1.6% | Added |
| Key Financial Inc | 64 | $1.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $1.70K | 0.00% | −388−85.7% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $1.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $1.94K | 0.00% | −34−31.5% | Reduced |
| Hantz Financial Services, Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 78 | $2.04K | 0.00% | +78 | New |
| Red Tortoise LLC | 80 | $2.09K | 0.00% | −108−57.4% | Reduced |
| Colonial Trust Co | 91 | $2.30K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 95 | $2.48K | 0.00% | +95 | New |
| UMA Financial Services, Inc. | 100 | $2.61K | 0.00% | +100 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 133 | $3.47K | 0.00% | +133 | New |
| Cornerstone Planning Group LLC | 189 | $3.74K | 0.00% | +75+65.8% | Added |
| Ameriflex Group, Inc. | 146 | $3.81K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $3.89K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 153 | $4.02K | 0.00% | −1−0.6% | Reduced |
| Private Wealth Management Group, LLC | 156 | $4.08K | 0.00% | +122+358.8% | Added |
| Optiver Holding B.V. | 168 | $4.39K | 0.00% | +168 | New |
| Tompkins Financial Corp | 179 | $4.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 188 | $4.91K | 0.00% | −58−23.6% | Reduced |
| SJS Investment Consulting Inc. | 211 | $5.51K | 0.00% | +64+43.5% | Added |
| Allworth Financial LP | 275 | $5.56K | 0.00% | −12−4.2% | Reduced |
| Kestra Investment Management, LLC | 290 | $7.58K | 0.00% | −561−65.9% | Reduced |
| Alpine Bank Wealth Management | 299 | $7.81K | 0.00% | +299 | New |
| Parkside Financial Bank & Trust | 370 | $9.66K | 0.00% | +40+12.1% | Added |
| Park Place Capital Corp | 380 | $9.93K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 382 | $9.98K | 0.00% | +40+11.7% | Added |
| Bessemer Group Inc | 360 | $10.0K | 0.00% | −5−1.4% | Reduced |
| STRS Ohio | 400 | $10.4K | 0.00% | −1,700−81.0% | Reduced |
| Main Street Group, LTD | 404 | $10.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 341 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 436 | $11.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 469 | $12.0K | 0.00% | +12+2.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 460 | $12.0K | 0.00% | +372+422.7% | Added |
| ORG Partners LLC | 462 | $12.2K | 0.00% | +462 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 517 | $13.5K | 0.00% | +87+20.2% | Added |
| Manchester Capital Management LLC | 540 | $14.1K | 0.00% | −134−19.9% | Reduced |
| Signaturefd, LLC | 547 | $14.3K | 0.00% | +9+1.7% | Added |
| Brown Brothers Harriman & Co | 597 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 619 | $16.2K | 0.00% | +475+329.9% | Added |
| Whittier Trust Co | 627 | $16.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 938 | $17.8K | 0.00% | +88+10.4% | Added |
| Hexagon Capital Partners LLC | 713 | $18.6K | 0.00% | −470−39.7% | Reduced |
| Essex Investment Management Co LLC | 733 | $19.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 885 | $23.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 908 | $23.7K | 0.00% | −190−17.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 990 | $25.9K | 0.00% | −48−4.6% | Reduced |
| Bogart Wealth, LLC | 1,000 | $26.1K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,323 | $34.5K | 0.00% | +4+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,426 | $37.2K | 0.00% | +67+4.9% | Added |
| Lindbrook Capital, LLC | 1,555 | $40.6K | 0.00% | +192+14.1% | Added |
| Versant Capital Management, Inc | 1,699 | $44.4K | 0.01% | +867+104.2% | Added |
| Sterling Capital Management LLC | 1,700 | $44.4K | 0.00% | −1,346−44.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,940 | $50.7K | 0.00% | +910+88.3% | Added |
| Chilton Capital Management LLC | 2,000 | $52.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,017 | $52.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,023 | $53.0K | 0.04% | −363−15.2% | Reduced |
| Smartleaf Asset Management LLC | 2,615 | $66.1K | 0.01% | −190−6.8% | Reduced |
| Jones Financial Companies LLLP | 3,086 | $77.9K | 0.00% | +1,901+160.4% | Added |
| Group One Trading, L.P. | 3,024 | $79.0K | 0.00% | +2,136+240.5% | Added |
| Coldstream Capital Management Inc | 3,042 | $79.5K | 0.00% | +3,042 | New |
| Quarry LP | 3,094 | $80.8K | 0.02% | +3,094 | New |
| GAMMA Investing LLC | 3,167 | $82.7K | 0.01% | +1,459+85.4% | Added |
| Simplex Trading, LLC | 3,242 | $84.0K | 0.00% | −3,202−49.7% | Reduced |
| Mather Group, LLC. | 3,405 | $88.9K | 0.00% | −8,697−71.9% | Reduced |