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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 16,236 | $424.1K | 0.01% | −1,684−9.4% | Reduced |
| Stifel Financial Corp | 16,068 | $419.7K | 0.00% | −1,165−6.8% | Reduced |
| Exencial Wealth Advisors, LLC | 15,158 | $395.9K | 0.01% | +1,064+7.5% | Added |
| Ieq Capital, LLC | 15,112 | $394.7K | 0.00% | +6,032+66.4% | Added |
| RSM US Wealth Management LLC | 15,041 | $392.9K | 0.01% | −1,008−6.3% | Reduced |
| Bryn Mawr Trust Co | 14,873 | $388.5K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 14,472 | $378.0K | 0.00% | −488−3.3% | Reduced |
| Teacher Retirement System of Texas | 14,437 | $377.1K | 0.00% | +4,075+39.3% | Added |
| Scissortail Wealth Management, LLC | 13,976 | $365.1K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,898 | $363.0K | 0.00% | −1,020−6.8% | Reduced |
| Fruth Investment Management | 13,400 | $350.0K | 0.10% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13,385 | $349.6K | 0.16% | +569+4.4% | Added |
| Farther Finance Advisors, LLC | 12,892 | $341.6K | 0.01% | +6,496+101.6% | Added |
| O'Shaughnessy Asset Management, LLC | 13,022 | $340.1K | 0.00% | −15,677−54.6% | Reduced |
| Ellis Investment Partners, LLC | 12,999 | $339.5K | 0.07% | +558+4.5% | Added |
| Schroder Investment Management Group | 13,216 | $333.8K | 0.00% | −632−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,659 | $331.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 12,565 | $328.2K | 0.20% | 00.0% | Unchanged |
| Tandem Financial, LLC | 12,479 | $325.9K | 0.36% | −418−3.2% | Reduced |
| Atria Investments LLC | 11,940 | $311.9K | 0.00% | +100+0.8% | Added |
| Graham Capital Management, L.P. | 11,703 | $305.7K | 0.01% | +11,703 | New |
| Fulton Bank, N.A. | 11,277 | $294.6K | 0.01% | −44−0.4% | Reduced |
| Capital Advisors Inc | 11,218 | $293.0K | 0.01% | +1,318+13.3% | Added |
| Quantinno Capital Management LP | 11,083 | $289.5K | 0.00% | +4,514+68.7% | Added |
| Quotient Wealth Partners, LLC | 10,760 | $281.1K | 0.01% | +10,760 | New |
| Connable Office Inc | 10,617 | $277.3K | 0.03% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 10,581 | $276.4K | 0.13% | +10,581 | New |
| State of Wisconsin Investment Board | 10,561 | $275.9K | 0.00% | +1,099+11.6% | Added |
| Truist Financial Corp | 10,466 | $273.4K | 0.00% | −61−0.6% | Reduced |
| Captrust Financial Advisors | 10,448 | $272.9K | 0.00% | +714+7.3% | Added |
| Integrated Investment Consultants, LLC | 10,387 | $271.3K | 0.05% | +1,201+13.1% | Added |
| Ameritas Investment Partners, Inc. | 10,113 | $264.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,852 | $257.3K | 0.01% | +9,852 | New |
| Cerity Partners LLC | 9,553 | $249.5K | 0.00% | −824−7.9% | Reduced |
| PharVision Advisers, LLC | 9,473 | $247.4K | 0.34% | +9,473 | New |
| Empowered Funds, LLC | 9,459 | $247.1K | 0.00% | +852+9.9% | Added |
| Kestra Advisory Services, LLC | 8,681 | $226.7K | 0.00% | −2,287−20.9% | Reduced |
| Keeley-Teton Advisors, LLC | 8,496 | $221.9K | 0.03% | +8,496 | New |
| Capital Investment Advisory Services, LLC | 8,496 | $221.9K | 0.02% | +152+1.8% | Added |
| Xponance, Inc. | 8,294 | $216.6K | 0.00% | +587+7.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,188 | $214.0K | 0.00% | −9−0.1% | Reduced |
| Park Avenue Securities LLC | 7,925 | $207.0K | 0.00% | +1,400+21.5% | Added |
| DMG Group, LLC | 7,910 | $206.6K | 0.17% | −2,270−22.3% | Reduced |
| PAX Financial Group, LLC | 7,818 | $204.2K | 0.04% | +175+2.3% | Added |
| Shell Asset Management Co | 7,752 | $202.0K | 0.01% | −336−4.2% | Reduced |
| SG Americas Securities, LLC | 7,544 | $197.0K | 0.00% | −6,960−48.0% | Reduced |
| CWM, LLC | 5,671 | $148.0K | 0.00% | +1,555+37.8% | Added |
| State of Wyoming | 5,543 | $144.8K | 0.02% | +2,801+102.2% | Added |
| KBC Group NV | 4,858 | $127.0K | 0.00% | −41−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,647 | $121.4K | 0.00% | −28,920−86.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,672 | $118.3K | 0.00% | +1,139+32.2% | Added |
| Clearstead Advisors, LLC | 4,377 | $114.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,877 | $101.3K | 0.00% | −224−5.5% | Reduced |
| Mather Group, LLC. | 3,405 | $88.9K | 0.00% | −8,697−71.9% | Reduced |
| Simplex Trading, LLC | 3,242 | $84.0K | 0.00% | −3,202−49.7% | Reduced |
| GAMMA Investing LLC | 3,167 | $82.7K | 0.01% | +1,459+85.4% | Added |
| Quarry LP | 3,094 | $80.8K | 0.02% | +3,094 | New |
| Coldstream Capital Management Inc | 3,042 | $79.5K | 0.00% | +3,042 | New |
| Group One Trading, L.P. | 3,024 | $79.0K | 0.00% | +2,136+240.5% | Added |
| Jones Financial Companies LLLP | 3,086 | $77.9K | 0.00% | +1,901+160.4% | Added |
| Smartleaf Asset Management LLC | 2,615 | $66.1K | 0.01% | −190−6.8% | Reduced |
| Covestor Ltd | 2,023 | $53.0K | 0.04% | −363−15.2% | Reduced |
| Eastern Bank | 2,017 | $52.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $52.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,940 | $50.7K | 0.00% | +910+88.3% | Added |
| Sterling Capital Management LLC | 1,700 | $44.4K | 0.00% | −1,346−44.2% | Reduced |
| Versant Capital Management, Inc | 1,699 | $44.4K | 0.01% | +867+104.2% | Added |
| Lindbrook Capital, LLC | 1,555 | $40.6K | 0.00% | +192+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,426 | $37.2K | 0.00% | +67+4.9% | Added |
| IFP Advisors, Inc | 1,323 | $34.5K | 0.00% | +4+0.3% | Added |
| Bogart Wealth, LLC | 1,000 | $26.1K | 0.00% | +1,000 | New |
| Cullen/Frost Bankers, Inc. | 990 | $25.9K | 0.00% | −48−4.6% | Reduced |
| Umb Bank N A | 908 | $23.7K | 0.00% | −190−17.3% | Reduced |
| Central Trust Co | 885 | $23.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 733 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 713 | $18.6K | 0.00% | −470−39.7% | Reduced |
| CIBC Private Wealth Group, LLC | 938 | $17.8K | 0.00% | +88+10.4% | Added |
| Whittier Trust Co | 627 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 619 | $16.2K | 0.00% | +475+329.9% | Added |
| Brown Brothers Harriman & Co | 597 | $15.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 547 | $14.3K | 0.00% | +9+1.7% | Added |
| Manchester Capital Management LLC | 540 | $14.1K | 0.00% | −134−19.9% | Reduced |
| Ronald Blue Trust, Inc. | 517 | $13.5K | 0.00% | +87+20.2% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 462 | $12.2K | 0.00% | +462 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 460 | $12.0K | 0.00% | +372+422.7% | Added |
| Capital Advisors, Ltd. LLC | 469 | $12.0K | 0.00% | +12+2.6% | Added |
| Private Trust Co NA | 436 | $11.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 341 | $10.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 404 | $10.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $10.4K | 0.00% | −1,700−81.0% | Reduced |
| Bessemer Group Inc | 360 | $10.0K | 0.00% | −5−1.4% | Reduced |
| Parallel Advisors, LLC | 382 | $9.98K | 0.00% | +40+11.7% | Added |
| Park Place Capital Corp | 380 | $9.93K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 370 | $9.66K | 0.00% | +40+12.1% | Added |
| Alpine Bank Wealth Management | 299 | $7.81K | 0.00% | +299 | New |
| Kestra Investment Management, LLC | 290 | $7.58K | 0.00% | −561−65.9% | Reduced |
| Allworth Financial LP | 275 | $5.56K | 0.00% | −12−4.2% | Reduced |
| SJS Investment Consulting Inc. | 211 | $5.51K | 0.00% | +64+43.5% | Added |
| Massmutual Trust Co FSB | 188 | $4.91K | 0.00% | −58−23.6% | Reduced |