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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 3,877 | $101.3K | 0.00% | −224−5.5% | Reduced |
| Clearstead Advisors, LLC | 4,377 | $114.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,672 | $118.3K | 0.00% | +1,139+32.2% | Added |
| Exchange Traded Concepts, LLC | 4,647 | $121.4K | 0.00% | −28,920−86.2% | Reduced |
| KBC Group NV | 4,858 | $127.0K | 0.00% | −41−0.8% | Reduced |
| State of Wyoming | 5,543 | $144.8K | 0.02% | +2,801+102.2% | Added |
| CWM, LLC | 5,671 | $148.0K | 0.00% | +1,555+37.8% | Added |
| SG Americas Securities, LLC | 7,544 | $197.0K | 0.00% | −6,960−48.0% | Reduced |
| Shell Asset Management Co | 7,752 | $202.0K | 0.01% | −336−4.2% | Reduced |
| PAX Financial Group, LLC | 7,818 | $204.2K | 0.04% | +175+2.3% | Added |
| DMG Group, LLC | 7,910 | $206.6K | 0.17% | −2,270−22.3% | Reduced |
| Park Avenue Securities LLC | 7,925 | $207.0K | 0.00% | +1,400+21.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,188 | $214.0K | 0.00% | −9−0.1% | Reduced |
| Xponance, Inc. | 8,294 | $216.6K | 0.00% | +587+7.6% | Added |
| Capital Investment Advisory Services, LLC | 8,496 | $221.9K | 0.02% | +152+1.8% | Added |
| Keeley-Teton Advisors, LLC | 8,496 | $221.9K | 0.03% | +8,496 | New |
| Kestra Advisory Services, LLC | 8,681 | $226.7K | 0.00% | −2,287−20.9% | Reduced |
| Empowered Funds, LLC | 9,459 | $247.1K | 0.00% | +852+9.9% | Added |
| PharVision Advisers, LLC | 9,473 | $247.4K | 0.34% | +9,473 | New |
| Cerity Partners LLC | 9,553 | $249.5K | 0.00% | −824−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,852 | $257.3K | 0.01% | +9,852 | New |
| Ameritas Investment Partners, Inc. | 10,113 | $264.2K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 10,387 | $271.3K | 0.05% | +1,201+13.1% | Added |
| Captrust Financial Advisors | 10,448 | $272.9K | 0.00% | +714+7.3% | Added |
| Truist Financial Corp | 10,466 | $273.4K | 0.00% | −61−0.6% | Reduced |
| State of Wisconsin Investment Board | 10,561 | $275.9K | 0.00% | +1,099+11.6% | Added |
| Oxford Asset Management LLP | 10,581 | $276.4K | 0.13% | +10,581 | New |
| Connable Office Inc | 10,617 | $277.3K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 10,760 | $281.1K | 0.01% | +10,760 | New |
| Quantinno Capital Management LP | 11,083 | $289.5K | 0.00% | +4,514+68.7% | Added |
| Capital Advisors Inc | 11,218 | $293.0K | 0.01% | +1,318+13.3% | Added |
| Fulton Bank, N.A. | 11,277 | $294.6K | 0.01% | −44−0.4% | Reduced |
| Graham Capital Management, L.P. | 11,703 | $305.7K | 0.01% | +11,703 | New |
| Atria Investments LLC | 11,940 | $311.9K | 0.00% | +100+0.8% | Added |
| Tandem Financial, LLC | 12,479 | $325.9K | 0.36% | −418−3.2% | Reduced |
| Olistico Wealth, LLC | 12,565 | $328.2K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,659 | $331.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 13,216 | $333.8K | 0.00% | −632−4.6% | Reduced |
| Ellis Investment Partners, LLC | 12,999 | $339.5K | 0.07% | +558+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 13,022 | $340.1K | 0.00% | −15,677−54.6% | Reduced |
| Farther Finance Advisors, LLC | 12,892 | $341.6K | 0.01% | +6,496+101.6% | Added |
| Ridgewood Investments LLC | 13,385 | $349.6K | 0.16% | +569+4.4% | Added |
| Fruth Investment Management | 13,400 | $350.0K | 0.10% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,898 | $363.0K | 0.00% | −1,020−6.8% | Reduced |
| Scissortail Wealth Management, LLC | 13,976 | $365.1K | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,437 | $377.1K | 0.00% | +4,075+39.3% | Added |
| Mutual of America Capital Management LLC | 14,472 | $378.0K | 0.00% | −488−3.3% | Reduced |
| Bryn Mawr Trust Co | 14,873 | $388.5K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,041 | $392.9K | 0.01% | −1,008−6.3% | Reduced |
| Ieq Capital, LLC | 15,112 | $394.7K | 0.00% | +6,032+66.4% | Added |
| Exencial Wealth Advisors, LLC | 15,158 | $395.9K | 0.01% | +1,064+7.5% | Added |
| Stifel Financial Corp | 16,068 | $419.7K | 0.00% | −1,165−6.8% | Reduced |
| J. Safra Sarasin Holding AG | 16,236 | $424.1K | 0.01% | −1,684−9.4% | Reduced |
| JustInvest LLC | 16,297 | $425.7K | 0.01% | −2,713−14.3% | Reduced |
| Brinker Capital Investments, LLC | 16,731 | $437.0K | 0.00% | +2,580+18.2% | Added |
| Orion Portfolio Solutions, LLC | 16,731 | $437.0K | 0.00% | +2,580+18.2% | Added |
| Pictet Asset Management Holding SA | 17,557 | $456.7K | 0.00% | +2,302+15.1% | Added |
| Cary Street Partners Financial LLC | 17,887 | $467.2K | 0.01% | +17,887 | New |
| Petrus Trust Company, LTA | 17,930 | $468.3K | 0.04% | +17,930 | New |
| Napatree Capital LLC | 18,458 | $482.1K | 0.27% | −2,389−11.5% | Reduced |
| Bank of Nova Scotia | 18,638 | $486.8K | 0.00% | +18,638 | New |
| Profund Advisors LLC | 18,657 | $487.3K | 0.02% | +2,817+17.8% | Added |
| Natixis Advisors, L.P. | 19,023 | $497.0K | 0.00% | −3,216−14.5% | Reduced |
| HighTower Advisors, LLC | 19,475 | $508.7K | 0.00% | −6,416−24.8% | Reduced |
| Keybank National Association | 19,526 | $510.0K | 0.00% | +4,669+31.4% | Added |
| Savant Capital, LLC | 19,540 | $510.4K | 0.00% | +1,660+9.3% | Added |
| KLP Kapitalforvaltning AS | 20,100 | $525.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,448 | $534.1K | 0.00% | +2,152+11.8% | Added |
| Fifth Third Bancorp | 20,692 | $540.5K | 0.00% | +122+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,583 | $563.7K | 0.01% | +1,004+4.9% | Added |
| HSBC Holdings PLC | 22,055 | $570.7K | 0.00% | −19,158−46.5% | Reduced |
| CIBC World Markets Corp | 21,861 | $571.0K | 0.00% | +12,815+141.7% | Added |
| Mariner, LLC | 21,871 | $571.3K | 0.00% | −3,235−12.9% | Reduced |
| Gotham Asset Management, LLC | 21,954 | $573.4K | 0.00% | −1,247−5.4% | Reduced |
| Hennessy Advisors Inc | 22,000 | $574.6K | 0.02% | +22,000 | New |
| Cadence Wealth Management LLC | 22,141 | $578.3K | 0.43% | +13,364+152.3% | Added |
| Oregon Public Employees Retirement Fund | 22,761 | $594.5K | 0.01% | −500−2.1% | Reduced |
| Channing Capital Management, LLC | 22,854 | $596.9K | 0.02% | −446,512−95.1% | Reduced |
| Cetera Investment Advisers | 22,928 | $598.9K | 0.00% | +3,814+20.0% | Added |
| Royce & Associates LP | 22,976 | $600.1K | 0.01% | −117,747−83.7% | Reduced |
| ProShare Advisors LLC | 23,217 | $606.4K | 0.00% | −5,957−20.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,782 | $621.2K | 0.00% | +2,699+12.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,975 | $626.2K | 0.04% | +23,975 | New |
| Magnetar Financial LLC | 24,025 | $627.5K | 0.01% | −14,729−38.0% | Reduced |
| State of Tennessee, Treasury Department | 24,138 | $630.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 24,170 | $631.8K | 0.00% | −6,500−21.2% | Reduced |
| Quantbot Technologies LP | 24,882 | $649.9K | 0.02% | +18,701+302.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,224 | $658.9K | 0.00% | −82−0.3% | Reduced |
| LPL Financial LLC | 25,268 | $660.0K | 0.00% | +3,505+16.1% | Added |
| Caxton Associates LLP | 25,474 | $665.4K | 0.02% | +25,474 | New |
| Versor Investments LP | 25,512 | $666.4K | 0.11% | +25,512 | New |
| Quest Partners LLC | 25,621 | $669.2K | 0.07% | +9,641+60.3% | Added |
| Creative Planning | 25,837 | $674.9K | 0.00% | −99−0.4% | Reduced |
| Nicola Wealth Management Ltd. | 25,900 | $676.5K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26,285 | $686.6K | 0.03% | +22,225+547.4% | Added |
| Voya Investment Management LLC | 26,358 | $688.5K | 0.00% | −6,628−20.1% | Reduced |
| Moody National Bank Trust Division | 26,483 | $691.7K | 0.07% | −324−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 26,734 | $698.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 27,323 | $713.7K | 0.00% | −2,942−9.7% | Reduced |
| Amalgamated Bank | 28,245 | $738.0K | 0.01% | −551−1.9% | Reduced |