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Helmerich & Payne (HP) Institutional Ownership

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$44.33 -0.03 (-0.07%)
As of 09/4/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Helmerich & Payne (NYSE:HP)

Current
Institutional Ownership
Percentage
96.05%
Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$312.22M
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HP Institutional Buying and Selling by Quarter

Helmerich & Payne Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP8,505$278K0.0%+24.9%0.009%
8/26/2026 Amundi22,773$746K0.0%+85.4%0.023%
8/26/2026 HighTower Advisors LLC17,199$563K0.0%-14.5%0.017%
8/24/2026 California State Teachers Retirement System3,722,669$113.70M0.0%+3,079.7%3.725%
8/23/2026 Readystate Asset Management LP284,389$9.31M0.3%N/A0.285%
8/21/2026 Nykredit A S3,419$112K0.0%N/A0.003%
8/20/2026 Benjamin Edwards Inc.22,890$749K0.0%-16.7%0.023%
8/20/2026 Alyeska Investment Group L.P.1,526,707$49.98M0.1%+217.4%1.528%
8/19/2026 Capital Advisors Inc. OK9,650$316K0.0%-3.2%0.010%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC158,621$5.19M0.0%-34.2%0.159%
8/19/2026 Van ECK Associates Corp1,798,141$58.87M0.0%-25.8%1.799%
8/19/2026 Hsbc Holdings PLC217,907$7.21M0.0%+289.2%0.218%
8/18/2026 Empowered Funds LLC448,947$14.70M0.1%N/A0.449%
8/17/2026 Corient Private Wealth LP8,585$281K0.0%N/A0.009%
8/17/2026 Bank of America Corp DE1,324,683$43.37M0.0%N/A1.325%
8/15/2026 Gallagher Fiduciary Advisors LLC9,747$319K0.0%N/A0.010%
8/15/2026 Man Group plc50,467$1.65M0.0%N/A0.050%
8/15/2026 Jupiter Topco LLC41,883$1.37M0.0%N/A0.042%
8/14/2026 Hsbc Holdings PLC217,907$7.21M0.0%N/A0.218%
8/14/2026 Palisade Capital Management LP60,711$1.99M0.1%N/A0.061%
8/14/2026 Canada Pension Plan Investment Board23,900$782K0.0%N/A0.024%
8/14/2026 Legal & General Group Plc220,924$7.23M0.0%N/A0.221%
8/14/2026 The Manufacturers Life Insurance Company138,075$4.52M0.0%N/A0.138%
8/13/2026 Cibc World Market Inc.107,575$3.52M0.0%N/A0.108%
8/13/2026 PEAK6 LLC20,504$671K0.0%N/A0.021%
8/12/2026 Cadence Wealth Management LLC43,253$1.42M0.6%N/A0.043%
8/12/2026 Landscape Capital Management L.L.C.15,934$522K0.0%N/A0.016%
8/11/2026 Hara Capital LLC26,837$879K0.5%N/A0.027%
8/11/2026 Vise Technologies Inc.20,851$683K0.0%N/A0.021%
8/8/2026 Energy Income Partners LLC130,346$4.27M0.1%N/A0.130%
8/7/2026 BlackRock Inc.15,679,163$513.34M0.0%N/A15.690%
8/7/2026 Deutsche Bank AG182,346$5.97M0.0%N/A0.182%
8/6/2026 Bank of New York Mellon Corp934,818$30.61M0.0%N/A0.935%
8/6/2026 State of Wyoming8,017$262K0.0%N/A0.008%
8/3/2026 Oppenheimer Asset Management Inc.30,895$1.01M0.0%N/A0.031%
8/3/2026 Dockside LLC22,582$739K0.2%N/A0.023%
7/10/2026 Wedge Capital Management L L P NC90,937$2.98M0.0%-4.5%0.091%
7/7/2026 Grant Private Wealth Management Inc9,925$325K0.1%+39.6%0.010%
6/1/2026 Integrated Investment Consultants LLC6,257$225K0.0%N/A0.006%
5/28/2026 Cozad Asset Management Inc.59,435$2.14M0.2%+19.8%0.059%
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5/22/2026 Segall Bryant & Hamill LLC522,693$18.83M0.2%-4.9%0.523%
5/19/2026 Bank of America Corp DE1,676,169$60.39M0.0%+109.2%1.677%
5/19/2026 Edgestream Partners L.P.62,624$2.26M0.1%-78.1%0.063%
5/19/2026 Kentucky Retirement Systems8,846$319K0.0%N/A0.009%
5/18/2026 Amundi12,283$443K0.0%+48.5%0.012%
5/18/2026 California State Teachers Retirement System117,076$4.22M0.0%+24.1%0.117%
5/18/2026 Royal Bank of Canada41,243$1.49M0.0%-35.5%0.041%
5/18/2026 Empowered Funds LLC474,752$17.11M0.1%+6.1%0.475%
5/16/2026 The Manufacturers Life Insurance Company132,239$4.77M0.0%-1.2%0.132%
5/16/2026 Quantinno Capital Management LP44,748$1.61M0.0%+11.7%0.045%
5/15/2026 Dean Capital Management120,913$4.36M1.8%-16.1%0.121%
5/15/2026 Entropy Technologies LP18,059$651K0.0%+47.0%0.018%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund277,063$9.98M0.0%N/A0.277%
5/14/2026 Renaissance Technologies LLC381,100$13.73M0.0%-19.1%0.381%
5/14/2026 Caxton Associates LLP92,951$3.35M0.1%N/A0.093%
5/14/2026 Systematic Financial Management LP590,491$21.28M0.5%-3.2%0.591%
5/14/2026 Sei Investments Co.66,255$2.39M0.0%+52.6%0.066%
5/14/2026 State of Wyoming10,296$371K0.0%+111.2%0.010%
5/13/2026 Cetera Investment Advisers23,118$833K0.0%+3.4%0.023%
5/13/2026 First Trust Advisors LP94,227$3.40M0.0%-40.0%0.094%
5/12/2026 CacheTech Inc.5,912$213K0.0%N/A0.006%
5/12/2026 Cadence Wealth Management LLC40,589$1.46M0.6%+3.2%0.041%
5/8/2026 PNC Financial Services Group Inc.20,339$733K0.0%-7.5%0.020%
5/7/2026 Dimensional Fund Advisors LP5,735,765$206.66M0.0%+11.0%5.744%
5/5/2026 Bank of New York Mellon Corp929,871$33.50M0.0%-1.5%0.931%
5/5/2026 Illinois Municipal Retirement Fund51,407$1.85M0.0%+3.9%0.051%
5/5/2026 Sigma Planning Corp19,188$691K0.0%-9.4%0.019%
5/5/2026 Avantax Planning Partners Inc.5,830$210K0.0%N/A0.006%
5/4/2026 Principal Financial Group Inc.485,233$17.48M0.0%+2.4%0.486%
5/1/2026 Fifth Third Bancorp65,386$2.36M0.0%+288.4%0.065%
5/1/2026 KLCM Advisors Inc.10,000$360K0.0%-5.2%0.010%
5/1/2026 Kornitzer Capital Management Inc. KS331,441$11.94M0.3%-1.0%0.332%
4/30/2026 Hsbc Holdings PLC55,987$2.01M0.0%N/A0.056%
4/30/2026 Kestra Advisory Services LLC7,802$281K0.0%-7.2%0.008%
4/30/2026 Money Concepts Capital Corp130,293$4.69M0.3%-4.1%0.130%
4/29/2026 Lmcg Investments LLC62,125$2.24M0.1%+2.8%0.062%
4/29/2026 Eads & Heald Wealth Management15,680$565K0.3%-16.4%0.016%
4/28/2026 Abel Hall LLC15,819$570K0.1%+10.0%0.016%
4/27/2026 New York State Teachers Retirement System95,497$3.44M0.0%-4.2%0.096%
4/27/2026 Y Intercept Hong Kong Ltd70,259$2.53M0.0%N/A0.070%
4/25/2026 Strs Ohio2,800$101K0.0%N/A0.003%
4/25/2026 Keybank National Association OH8,695$313K0.0%-10.1%0.009%
4/24/2026Tcfg Wealth Management LLC16,050$578K0.2%-77.9%0.016%
4/24/2026 Rexford Capital Inc.2,200$79K0.1%-77.1%0.002%
4/24/2026 MQS Management LLC10,571$381K0.3%N/A0.011%
4/23/2026 Canoe Financial LP919,500$33.13M0.5%N/A0.921%
4/22/2026 Sterling Capital Management LLC3,292$119K0.0%-40.9%0.003%
4/21/2026 Grace & White Inc. NY101,725$3.67M0.6%-14.6%0.102%
4/21/2026 Louisiana State Employees Retirement System44,300$1.60M0.0%N/A0.044%
4/20/2026 William B. Walkup & Associates Inc.35,241$1.27M0.7%+1.0%0.035%
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4/16/2026 SG Americas Securities LLC17,457$629K0.0%-29.7%0.017%
3/17/2026 Rockefeller Capital Management L.P.7,840$225K0.0%+18.1%0.008%
3/9/2026 Corient Private Wealth LLC8,682$250K0.0%-9.4%0.009%
3/9/2026 EMC Capital Management6,162$177K0.1%-15.0%0.006%
2/20/2026 Dean Capital Management144,195$4.14M1.8%+7.5%0.144%
2/19/2026 Invesco Ltd.3,468,526$99.48M0.0%+15.5%3.474%
2/19/2026 Corient Private Wealth LLC8,597$245K0.0%-10.3%0.009%
2/18/2026 State of Tennessee Department of Treasury22,370$642K0.0%-48.9%0.022%
2/18/2026 Empowered Funds LLC447,310$12.83M0.1%+20.9%0.448%
2/18/2026 XTX Topco Ltd27,575$791K0.0%N/A0.028%


HP Institutional Ownership - Frequently Asked Questions

During the previous two years, 371 institutional investors and hedge funds held shares of Helmerich & Payne. The most heavily invested institutionals were BlackRock Inc. ($513.34M), Vanguard Group Inc. ($308.58M), Dimensional Fund Advisors LP ($206.66M), State Farm Mutual Automobile Insurance Co. ($204.82M), State Street Corp ($121.10M), California State Teachers Retirement System ($113.70M), and Invesco Ltd. ($99.48M).Learn more on Helmerich & Payne's institutional investors.

96.05% of Helmerich & Payne's stock is owned by institutional investors. Learn more on HP's institutional investor holdings.

Of the 321 institutional investors that purchased Helmerich & Payne's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($15.68M), California State Teachers Retirement System ($3.63M), Bank of America Corp DE ($2.65M), Balyasny Asset Management L.P. ($2.28M), Alyeska Investment Group L.P. ($1.99M), Norges Bank ($1.52M), and Invesco Ltd. ($1.30M).

Institutional investors have bought a total of 39,247,296 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 130 institutional investors that sold Helmerich & Payne's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.90M), LSV Asset Management ($1.07M), Balyasny Asset Management L.P. ($714.32K), Van ECK Associates Corp ($624.65K), Millennium Management LLC ($569.08K), Royal Bank of Canada ($494.70K), and Morgan Stanley ($491.84K).

Institutional investors have sold a total of 11,559,129 shares in the last 24 months. This volume of shares sold represents approximately $312.22M in transactions.



Institutional ownership data for NYSE:HP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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