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 2026
Institutional positions in Helmerich & Payne, Inc. as of Mar 31, 2026. 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
- 375
- +22 vs. Q4 2025
- Shares held
- 103.1M
- +15.5M (+17.6%) vs. Q4 2025
- Total value
- $3.71B
- +$1.20B (+47.7%) vs. Q4 2025
- New holders
- 65
- 129 more added
- Sold out
- 43
- 110 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Helmerich & Payne, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 379 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 365 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 343 | $12.4K | 0.00% | +343 | New |
| Quent Capital, LLC | 337 | $12.1K | 0.00% | −445−56.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 304 | $11.0K | 0.00% | +44+16.9% | Added |
| Armstrong Advisory Group, Inc | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 301 | $10.4K | 0.00% | +1+0.3% | Added |
| Purpose Unlimited Inc. | 275 | $9.91K | 0.00% | +275 | New |
| Covestor Ltd | 256 | $9.00K | 0.01% | −5,497−95.6% | Reduced |
| Owl Creek Wealth Partners LLC | 245 | $8.83K | 0.00% | +245 | New |
| MV Capital Management, Inc. | 238 | $8.58K | 0.00% | +1+0.4% | Added |
| UMA Financial Services, Inc. | 236 | $8.50K | 0.00% | −100−29.8% | Reduced |
| Strengthening Families & Communities, LLC | 236 | $8.49K | 0.00% | +236 | New |
| McMillan Office, Inc. | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 186 | $6.70K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 182 | $6.56K | 0.00% | +163+857.9% | Added |
| Tompkins Financial Corp | 179 | $6.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 176 | $6.33K | 0.00% | −353−66.7% | Reduced |
| Bare Financial Services, Inc | 173 | $6.23K | 0.00% | +57+49.1% | Added |
| Leonteq Securities AG | 154 | $5.55K | 0.00% | −770−83.3% | Reduced |
| Red Tortoise LLC | 147 | $5.30K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 141 | $5.08K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 135 | $4.86K | 0.00% | +135 | New |
| Keating Financial Advisory Services, Inc. | 129 | $4.65K | 0.00% | +87+207.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 120 | $4.32K | 0.00% | +120 | New |
| Hilton Head Capital Partners, LLC | 102 | $3.66K | 0.00% | +1+1.0% | Added |
| Basecamp Wealth Advisors LLC | 101 | $3.64K | 0.00% | −165−62.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 138 | $3.60K | 0.00% | +138 | New |
| Atlantic Union Bankshares Corp | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $3.60K | 0.00% | +8+8.7% | Added |
| Cornerstone Planning Group LLC | 87 | $3.58K | 0.00% | −3−3.3% | Reduced |
| Fortitude Family Office, LLC | 99 | $3.57K | 0.00% | +71+253.6% | Added |
| Prestige Wealth Management Group LLC | 92 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 74 | $2.67K | 0.00% | +1+1.4% | Added |
| Kilter Group LLC | 73 | $2.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.59K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 70 | $2.52K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 66 | $2.36K | 0.00% | +1+1.5% | Added |
| Farmers & Merchants Investments Inc | 65 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $2.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $2.20K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 58 | $2.11K | 0.00% | −1−1.7% | Reduced |
| Assetmark, Inc | 51 | $1.84K | 0.00% | +18+54.5% | Added |
| Spire Wealth Management | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $1.76K | 0.00% | +4+8.9% | Added |
| CWM Advisors, LLC | 48 | $1.74K | 0.00% | +3+6.7% | Added |
| Valued Wealth Advisors LLC | 46 | $1.66K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 39 | $1.42K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 39 | $1.41K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 25 | $901 | 0.00% | −175−87.5% | Reduced |
| Hughes Financial Services, LLC | 22 | $793 | 0.00% | −7−24.1% | Reduced |
| SJS Investment Consulting Inc. | 21 | $757 | 0.00% | +9+75.0% | Added |
| Torren Management, LLC | 19 | $698 | 0.00% | −1−5.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $613 | 0.00% | −1−5.6% | Reduced |
| Investors Portfolio Services LLC | 16 | $609 | 0.00% | +16 | New |
| Ankerstar Wealth, LLC | 16 | $576 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $540 | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 14 | $471 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $469 | 0.00% | +6+85.7% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $468 | 0.00% | +4+44.4% | Added |
| Godfrey Financial Associates, Inc. | 9 | $324 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $288 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $217 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $180 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $144 | 0.00% | +4 | New |
| Curio Wealth, LLC | 2 | $72 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −2,081,644−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,417,942−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −806,151−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −367,000−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −344,280−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −301,997−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −298,905−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −269,281−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −252,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −184,331−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −117,776−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −99,796−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −77,742−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −74,842−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −60,640−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −55,004−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −53,067−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −50,201−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −49,057−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −39,297−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,284−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −21,687−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,653−100.0% | Sold out |
| Tandem Financial, LLC | 0 | $0 | 0.00% | −12,897−100.0% | Sold out |