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, Q2 2025
Institutional positions in Helmerich & Payne, Inc. as of Jun 30, 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
- 342
- −6 vs. Q1 2025
- Shares held
- 97.7M
- −1.32M (−1.3%) vs. Q1 2025
- Total value
- $1.48B
- −$1.10B (−42.7%) vs. Q1 2025
- New holders
- 65
- 129 more added
- Sold out
- 71
- 103 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −467−99.6% | Reduced |
| Hemington Wealth Management | 9 | $0 | 0.00% | −50−84.7% | Reduced |
| Darwin Advisors, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $15 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $30 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $31 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $39 | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $46 | 0.00% | −7−70.0% | Reduced |
| Assetmark, Inc | 5 | $76 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $136 | 0.00% | +5+125.0% | Added |
| WealthTrak Capital Management LLC | 10 | $152 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $273 | 0.00% | +18 | New |
| Optiver Holding B.V. | 19 | $288 | 0.00% | −149−88.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 23 | $346 | 0.00% | +1+4.5% | Added |
| Atlantic Trust, LLC | 24 | $364 | 0.00% | +24 | New |
| Country Trust Bank | 30 | $455 | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 39 | $591 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 34 | $598 | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 45 | $682 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $698 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $758 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 57 | $864 | 0.00% | −3,037−98.2% | Reduced |
| Retirement Wealth Solutions LLC | 63 | $955 | 0.00% | +1+1.6% | Added |
| Key Financial Inc | 64 | $970 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.06K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 79 | $1.20K | 0.00% | +46+139.4% | Added |
| National Bank of Canada | 82 | $1.24K | 0.00% | +82 | New |
| Rothschild Investment LLC | 90 | $1.36K | 0.00% | +45+100.0% | Added |
| Capital A Wealth Management, LLC | 38 | $1.38K | 0.02% | +38 | New |
| Prestige Wealth Management Group LLC | 92 | $1.40K | 0.00% | +92 | New |
| Colonial Trust Co | 91 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $1.41K | 0.00% | −99−52.4% | Reduced |
| Coston, McIsaac & Partners | 163 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $2.23K | 0.00% | +67+83.8% | Added |
| Ameriflex Group, Inc. | 146 | $2.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 159 | $2.41K | 0.00% | +148+1,345.5% | Added |
| SRS Capital Advisors, Inc. | 173 | $2.63K | 0.00% | +99+133.8% | Added |
| Tompkins Financial Corp | 179 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 213 | $3.23K | 0.00% | +162+317.6% | Added |
| SJS Investment Consulting Inc. | 214 | $3.25K | 0.00% | +3+1.4% | Added |
| GHP Investment Advisors, Inc. | 233 | $3.53K | 0.00% | +233 | New |
| Larson Financial Group LLC | 254 | $3.85K | 0.00% | +243+2,209.1% | Added |
| Bessemer Group Inc | 252 | $4.00K | 0.00% | −108−30.0% | Reduced |
| GWM Advisors LLC | 278 | $4.21K | 0.00% | −34,335−99.2% | Reduced |
| Allworth Financial LP | 278 | $4.22K | 0.00% | +3+1.1% | Added |
| High Note Wealth, LLC | 285 | $4.32K | 0.00% | +285 | New |
| Alpine Bank Wealth Management | 299 | $4.53K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $4.55K | 0.00% | +300 | New |
| Sound Income Strategies, LLC | 319 | $4.84K | 0.00% | −300−48.5% | Reduced |
| Westside Investment Management, Inc. | 340 | $5.41K | 0.00% | +340 | New |
| Kentucky Trust Co | 365 | $5.53K | 0.00% | +365 | New |
| Umb Bank N A | 370 | $5.61K | 0.00% | −538−59.3% | Reduced |
| Fortitude Family Office, LLC | 370 | $5.61K | 0.00% | +300+428.6% | Added |
| Private Wealth Management Group, LLC | 396 | $6.00K | 0.00% | +240+153.8% | Added |
| Park Place Capital Corp | 380 | $6.05K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $6.06K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 420 | $6.37K | 0.00% | −5,123−92.4% | Reduced |
| Parallel Advisors, LLC | 439 | $6.66K | 0.00% | +57+14.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 460 | $6.97K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 445 | $7.08K | 0.00% | −17−3.7% | Reduced |
| UMA Financial Services, Inc. | 469 | $7.11K | 0.00% | +369+369.0% | Added |
| Kestra Investment Management, LLC | 290 | $7.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $7.58K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 512 | $7.76K | 0.00% | −192,391−99.7% | Reduced |
| Global Retirement Partners, LLC | 533 | $8.08K | 0.00% | +533 | New |
| Manchester Capital Management LLC | 540 | $8.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 560 | $8.49K | 0.00% | +190+51.4% | Added |
| Hantz Financial Services, Inc. | 644 | $10.0K | 0.00% | +550+585.1% | Added |
| Huntington National Bank | 684 | $10.4K | 0.00% | +670+4,785.7% | Added |
| Essex Investment Management Co LLC | 733 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 809 | $12.3K | 0.00% | +373+85.6% | Added |
| MAI Capital Management | 809 | $12.3K | 0.00% | +714+751.6% | Added |
| Central Trust Co | 885 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,006 | $15.2K | 0.00% | +16+1.6% | Added |
| Ronald Blue Trust, Inc. | 1,093 | $16.6K | 0.00% | +576+111.4% | Added |
| Versant Capital Management, Inc | 1,157 | $17.5K | 0.00% | −542−31.9% | Reduced |
| Massmutual Trust Co FSB | 1,191 | $18.1K | 0.00% | +1,003+533.5% | Added |
| Principal Securities, Inc. | 1,301 | $19.7K | 0.00% | +960+281.5% | Added |
| Signaturefd, LLC | 1,330 | $20.2K | 0.00% | +783+143.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,338 | $20.3K | 0.00% | +1,205+906.0% | Added |
| Geneos Wealth Management Inc. | 1,343 | $20.4K | 0.00% | +1,300+3,023.3% | Added |
| IFP Advisors, Inc | 1,319 | $21.7K | 0.00% | −4−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $22.7K | 0.00% | +1,500 | New |
| EverSource Wealth Advisors, LLC | 1,647 | $25.0K | 0.00% | +1,582+2,433.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,674 | $25.0K | 0.00% | +1,674 | New |
| Nomura Asset Management Co Ltd | 1,940 | $29.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,017 | $30.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,050 | $31.6K | 0.00% | −565−21.6% | Reduced |
| Skopos Labs, Inc. | 2,109 | $32.0K | 0.00% | +2,109 | New |
| Group One Trading, L.P. | 2,526 | $38.3K | 0.00% | −498−16.5% | Reduced |
| Sterling Capital Management LLC | 2,640 | $40.0K | 0.00% | +940+55.3% | Added |
| Point72 (DIFC) Ltd | 2,976 | $45.1K | 0.00% | +2,976 | New |
| KBC Group NV | 3,079 | $47.0K | 0.00% | −1,779−36.6% | Reduced |
| GAMMA Investing LLC | 4,092 | $62.0K | 0.00% | +925+29.2% | Added |
| Leonteq Securities AG | 4,125 | $62.5K | 0.00% | +4,125 | New |
| Caitong International Asset Management Co., Ltd | 4,218 | $63.9K | 0.05% | +4,218 | New |
| Clear Street Markets LLC | 4,266 | $64.7K | 0.02% | +4,266 | New |