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, Q3 2025
Institutional positions in Helmerich & Payne, Inc. as of Sep 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
- 339
- +1 vs. Q2 2025
- Shares held
- 97.1M
- +107.9K (+0.1%) vs. Q2 2025
- Total value
- $2.15B
- +$672.7M (+45.7%) vs. Q2 2025
- New holders
- 51
- 117 more added
- Sold out
- 50
- 118 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Hemington Wealth Management | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Avion Wealth | 25 | $0 | 0.00% | +25 | New |
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Darwin Advisors, LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $21 | 0.00% | −62−98.4% | Reduced |
| Activest Wealth Management | 1 | $22 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $44 | 0.00% | +1+100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $45 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $63 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $110 | 0.00% | −4−44.4% | Reduced |
| Assetmark, Inc | 5 | $110 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 14 | $326 | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 23 | $508 | 0.00% | −347−93.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 23 | $510 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $531 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $663 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $663 | 0.00% | +30 | New |
| Quarry LP | 31 | $685 | 0.00% | −26−45.6% | Reduced |
| Hughes Financial Services, LLC | 29 | $778 | 0.00% | +29 | New |
| AdvisorNet Financial, Inc | 39 | $862 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $994 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 50 | $1.10K | 0.00% | +50 | New |
| Spire Wealth Management | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 60 | $1.33K | 0.00% | +58+2,900.0% | Added |
| Bell Investment Advisors, Inc | 61 | $1.35K | 0.00% | +61 | New |
| Bruce G. Allen Investments, LLC | 65 | $1.44K | 0.00% | −14−17.7% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.44K | 0.00% | −5−7.1% | Reduced |
| Key Financial Inc | 64 | $1.48K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 70 | $1.55K | 0.00% | +70 | New |
| Johnson Financial Group, Inc. | 70 | $1.55K | 0.00% | +70 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $1.61K | 0.00% | +55+305.6% | Added |
| Prestige Wealth Management Group LLC | 92 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 98 | $2.16K | 0.00% | −115−54.0% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $2.21K | 0.00% | +100 | New |
| National Bank of Canada | 102 | $2.25K | 0.00% | +20+24.4% | Added |
| Cornerstone Planning Group LLC | 90 | $2.40K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $3.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 141 | $3.12K | 0.00% | +141 | New |
| Red Tortoise LLC | 147 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $3.29K | 0.00% | +149 | New |
| Tompkins Financial Corp | 179 | $3.95K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 204 | $4.51K | 0.00% | −2,322−91.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 209 | $4.62K | 0.00% | +209 | New |
| MV Capital Management, Inc. | 225 | $4.97K | 0.00% | +66+41.5% | Added |
| High Note Wealth, LLC | 243 | $5.37K | 0.00% | −42−14.7% | Reduced |
| Ameriflex Group, Inc. | 292 | $6.45K | 0.00% | +146+100.0% | Added |
| Alpine Bank Wealth Management | 299 | $6.61K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $6.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 317 | $7.00K | 0.00% | −152−32.4% | Reduced |
| Larson Financial Group LLC | 333 | $7.36K | 0.00% | +79+31.1% | Added |
| Sound Income Strategies, LLC | 320 | $7.44K | 0.00% | +1+0.3% | Added |
| Bessemer Group Inc | 393 | $8.00K | 0.00% | +141+56.0% | Added |
| MAI Capital Management | 364 | $8.04K | 0.00% | −445−55.0% | Reduced |
| Kentucky Trust Co | 365 | $8.06K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 376 | $8.31K | 0.00% | +357+1,878.9% | Added |
| Wealthspire Advisors, LLC | 376 | $8.31K | 0.00% | +376 | New |
| Park Place Capital Corp | 380 | $8.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 396 | $8.75K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 400 | $8.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 433 | $9.56K | 0.00% | +63+17.0% | Added |
| GHP Investment Advisors, Inc. | 456 | $10.1K | 0.00% | +223+95.7% | Added |
| Principal Securities, Inc. | 462 | $10.2K | 0.00% | −839−64.5% | Reduced |
| Geneos Wealth Management Inc. | 500 | $11.0K | 0.00% | −843−62.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 506 | $11.2K | 0.00% | −7,403−93.6% | Reduced |
| Global Retirement Partners, LLC | 512 | $11.3K | 0.00% | −21−3.9% | Reduced |
| Allworth Financial LP | 538 | $11.9K | 0.00% | +260+93.5% | Added |
| Manchester Capital Management LLC | 540 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 563 | $12.4K | 0.00% | +3+0.5% | Added |
| Ameritas Advisory Services, LLC | 565 | $12.5K | 0.00% | +565 | New |
| Essex Investment Management Co LLC | 733 | $16.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 758 | $17.5K | 0.00% | +758 | New |
| Private Trust Co NA | 809 | $17.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 844 | $18.6K | 0.00% | +160+23.4% | Added |
| Central Trust Co | 885 | $19.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 899 | $19.9K | 0.00% | −420−31.8% | Reduced |
| ORG Partners LLC | 945 | $20.9K | 0.00% | +500+112.4% | Added |
| Cullen/Frost Bankers, Inc. | 981 | $21.7K | 0.00% | −25−2.5% | Reduced |
| Leonteq Securities AG | 1,013 | $22.4K | 0.00% | −3,112−75.4% | Reduced |
| Rothschild Investment LLC | 1,330 | $29.4K | 0.00% | +1,240+1,377.8% | Added |
| Ronald Blue Trust, Inc. | 1,418 | $31.3K | 0.00% | +325+29.7% | Added |
| Versant Capital Management, Inc | 1,465 | $32.4K | 0.00% | +308+26.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,500 | $33.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,516 | $33.5K | 0.00% | −131−8.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,536 | $34.0K | 0.00% | −138−8.2% | Reduced |
| Clear Street Markets LLC | 1,600 | $35.3K | 0.01% | −2,666−62.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,641 | $36.3K | 0.00% | +1,468+848.6% | Added |
| Massmutual Trust Co FSB | 1,745 | $38.5K | 0.00% | +554+46.5% | Added |
| Hantz Financial Services, Inc. | 1,831 | $40.0K | 0.00% | +1,187+184.3% | Added |
| Nomura Asset Management Co Ltd | 1,940 | $42.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $44.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,017 | $44.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,226 | $49.2K | 0.00% | +1,787+407.1% | Added |
| Shell Asset Management Co | 2,507 | $55.0K | 0.01% | −4,477−64.1% | Reduced |
| Smartleaf Asset Management LLC | 2,487 | $55.5K | 0.00% | +437+21.3% | Added |
| Quadrant Capital Group LLC | 2,622 | $57.9K | 0.00% | +2,622 | New |