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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 214 | $3.25K | 0.00% | +3+1.4% | Added |
| Bare Financial Services, Inc | 213 | $3.23K | 0.00% | +162+317.6% | Added |
| Tompkins Financial Corp | 179 | $2.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 173 | $2.63K | 0.00% | +99+133.8% | Added |
| MV Capital Management, Inc. | 159 | $2.41K | 0.00% | +148+1,345.5% | Added |
| Ameriflex Group, Inc. | 146 | $2.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $2.23K | 0.00% | +67+83.8% | Added |
| Coston, McIsaac & Partners | 163 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $1.41K | 0.00% | −99−52.4% | Reduced |
| Colonial Trust Co | 91 | $1.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 92 | $1.40K | 0.00% | +92 | New |
| Capital A Wealth Management, LLC | 38 | $1.38K | 0.02% | +38 | New |
| Rothschild Investment LLC | 90 | $1.36K | 0.00% | +45+100.0% | Added |
| National Bank of Canada | 82 | $1.24K | 0.00% | +82 | New |
| Bruce G. Allen Investments, LLC | 79 | $1.20K | 0.00% | +46+139.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $1.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $970 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 63 | $955 | 0.00% | +1+1.6% | Added |
| Quarry LP | 57 | $864 | 0.00% | −3,037−98.2% | Reduced |
| Spire Wealth Management | 50 | $758 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $698 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $682 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 34 | $598 | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 39 | $591 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $455 | 0.00% | +30 | New |
| Atlantic Trust, LLC | 24 | $364 | 0.00% | +24 | New |
| GPS Wealth Strategies Group, LLC | 23 | $346 | 0.00% | +1+4.5% | Added |
| Optiver Holding B.V. | 19 | $288 | 0.00% | −149−88.7% | Reduced |
| Kilter Group LLC | 18 | $273 | 0.00% | +18 | New |
| WealthTrak Capital Management LLC | 10 | $152 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $136 | 0.00% | +5+125.0% | Added |
| Abound Wealth Management | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $76 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $46 | 0.00% | −7−70.0% | Reduced |
| Creekmur Asset Management LLC | 3 | $39 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 2 | $31 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $30 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 1 | $15 | 0.00% | −1−50.0% | Reduced |
| Darwin Advisors, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −467−99.6% | Reduced |
| Hemington Wealth Management | 9 | $0 | 0.00% | −50−84.7% | Reduced |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −1,281,699−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −836,173−100.0% | Sold out |
| Global Alpha Capital Management Ltd. | 0 | $0 | 0.00% | −729,481−100.0% | Sold out |
| Webs Creek Capital Management LP | 0 | $0 | 0.00% | −587,968−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −530,854−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −407,170−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −294,847−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −171,616−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −167,795−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −156,777−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −141,993−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −125,341−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −111,747−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −60,995−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −56,740−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −54,620−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −51,473−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −42,727−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −39,105−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −34,796−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −28,979−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −28,979−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −26,285−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,882−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −24,170−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −24,025−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −21,954−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −19,023−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −18,638−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −17,930−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,158−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −15,112−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −15,041−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −12,999−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,216−100.0% | Sold out |
| Tandem Financial, LLC | 0 | $0 | 0.00% | −12,479−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,703−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −11,277−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −10,387−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,473−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −8,496−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,925−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −7,910−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −404−100.0% | Sold out |