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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 179 | $4.67K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 168 | $4.39K | 0.00% | +168 | New |
| Private Wealth Management Group, LLC | 156 | $4.08K | 0.00% | +122+358.8% | Added |
| Guardian Wealth Management, Inc. | 153 | $4.02K | 0.00% | −1−0.6% | Reduced |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 146 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 189 | $3.74K | 0.00% | +75+65.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 133 | $3.47K | 0.00% | +133 | New |
| UMA Financial Services, Inc. | 100 | $2.61K | 0.00% | +100 | New |
| MAI Capital Management | 95 | $2.48K | 0.00% | +95 | New |
| Colonial Trust Co | 91 | $2.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 80 | $2.09K | 0.00% | −108−57.4% | Reduced |
| St Germain D J Co Inc | 78 | $2.04K | 0.00% | +78 | New |
| Hantz Financial Services, Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $1.94K | 0.00% | −34−31.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $1.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $1.70K | 0.00% | −388−85.7% | Reduced |
| Key Financial Inc | 64 | $1.67K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 62 | $1.62K | 0.00% | +1+1.6% | Added |
| TD Private Client Wealth LLC | 61 | $1.59K | 0.00% | +61 | New |
| Carolinas Wealth Consulting LLC | 60 | $1.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $1.54K | 0.00% | +59 | New |
| Bare Financial Services, Inc | 51 | $1.33K | 0.00% | +51 | New |
| Spire Wealth Management | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $1.18K | 0.00% | −46−50.5% | 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 |
| Geneos Wealth Management Inc. | 43 | $1.12K | 0.00% | −493−92.0% | Reduced |
| AdvisorNet Financial, Inc | 39 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 59 | $1.00K | 0.00% | −8−11.9% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $862 | 0.00% | +33 | New |
| CVA Family Office, LLC | 32 | $836 | 0.00% | +32 | New |
| Stephens Consulting, LLC | 30 | $784 | 0.00% | +30 | New |
| GPS Wealth Strategies Group, LLC | 22 | $586 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $366 | 0.00% | −59−80.8% | Reduced |
| Global Financial Private Client, LLC | 12 | $313 | 0.00% | +7+140.0% | Added |
| CoreCap Advisors, LLC | 12 | $313 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 11 | $288 | 0.00% | −9−45.0% | Reduced |
| Larson Financial Group LLC | 11 | $287 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $262 | 0.00% | −14−58.3% | Reduced |
| WealthTrak Capital Management LLC | 10 | $262 | 0.00% | +10 | New |
| Abound Wealth Management | 6 | $157 | 0.00% | −1−14.3% | Reduced |
| 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 |
| Parkworth Wealth Management, Inc. | 3 | $78 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $52 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −2,686,215−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,084,293−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −341,387−100.0% | Sold out |
| Randolph Co Inc | 0 | $0 | 0.00% | −257,332−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −190,071−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −188,434−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −163,946−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −79,650−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −62,120−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −55,263−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,517−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,311−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −32,128−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −29,792−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,385−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −20,509−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,432−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −13,738−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,366−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −11,888−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,030−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −9,966−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −9,761−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −9,372−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,035−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −6,845−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −6,818−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Philip James Wealth Mangement, LLC | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −6,417−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,275−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |