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Helmerich & Payne (HP) Institutional Ownership

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$41.14 +4.04 (+10.89%)
As of 12:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
96.05%
Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$301.14M
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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
8/8/2026 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%
6/1/2026Integrated Investment Consultants LLC6,257$225K0.0%N/A0.006%
5/28/2026Cozad Asset Management Inc.59,435$2.14M0.2%+19.8%0.059%
5/22/2026Segall Bryant & Hamill LLC522,693$18.83M0.2%-4.9%0.523%
5/19/2026Bank of America Corp DE1,676,169$60.39M0.0%+109.2%1.677%
5/19/2026Edgestream Partners L.P.62,624$2.26M0.1%-78.1%0.063%
5/19/2026Kentucky Retirement Systems8,846$319K0.0%N/A0.009%
5/18/2026Amundi12,283$443K0.0%+48.5%0.012%
5/18/2026California State Teachers Retirement System117,076$4.22M0.0%+24.1%0.117%
5/18/2026Royal Bank of Canada41,243$1.49M0.0%-35.5%0.041%
5/18/2026Empowered Funds LLC474,752$17.11M0.1%+6.1%0.475%
5/16/2026The Manufacturers Life Insurance Company132,239$4.77M0.0%-1.2%0.132%
5/16/2026Quantinno Capital Management LP44,748$1.61M0.0%+11.7%0.045%
5/15/2026Dean Capital Management120,913$4.36M1.8%-16.1%0.121%
5/15/2026Entropy Technologies LP18,059$651K0.0%+47.0%0.018%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund277,063$9.98M0.0%N/A0.277%
5/14/2026Renaissance Technologies LLC381,100$13.73M0.0%-19.1%0.381%
5/14/2026Caxton Associates LLP92,951$3.35M0.1%N/A0.093%
5/14/2026Systematic Financial Management LP590,491$21.28M0.5%-3.2%0.591%
5/14/2026Sei Investments Co.66,255$2.39M0.0%+52.6%0.066%
5/14/2026 State of Wyoming10,296$371K0.0%+111.2%0.010%
5/13/2026Cetera Investment Advisers23,118$833K0.0%+3.4%0.023%
5/13/2026First Trust Advisors LP94,227$3.40M0.0%-40.0%0.094%
5/12/2026CacheTech Inc.5,912$213K0.0%N/A0.006%
5/12/2026Cadence 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%
5/7/2026Dimensional 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%
5/5/2026Illinois 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%
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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%
4/30/2026Hsbc 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%
4/16/2026 SG Americas Securities LLC17,457$629K0.0%-29.7%0.017%
3/17/2026Rockefeller Capital Management L.P.7,840$225K0.0%+18.1%0.008%
3/9/2026Corient Private Wealth LLC8,682$250K0.0%-9.4%0.009%
3/9/2026 EMC Capital Management6,162$177K0.1%-15.0%0.006%
2/20/2026Dean Capital Management144,195$4.14M1.8%+7.5%0.144%
2/19/2026Invesco Ltd.3,468,526$99.48M0.0%+15.5%3.474%
2/19/2026Corient Private Wealth LLC8,597$245K0.0%-10.3%0.009%
2/18/2026State of Tennessee Department of Treasury22,370$642K0.0%-48.9%0.022%
2/18/2026Empowered Funds LLC447,310$12.83M0.1%+20.9%0.448%
2/18/2026XTX Topco Ltd27,575$791K0.0%N/A0.028%
2/18/2026 nVerses Capital LLC8,267$237K0.5%N/A0.008%
2/18/2026VARCOV Co.60,640$1.74M0.7%N/A0.061%
2/18/2026Voloridge Investment Management LLC334,132$9.58M0.0%-14.5%0.335%
2/18/2026Wellington Management Group LLP74,288$2.13M0.0%N/A0.074%
2/18/2026Private Capital Management LLC74,000$2.12M0.2%-44.2%0.074%
2/18/2026Numerai GP LLC9,497$272K0.0%N/A0.010%
2/18/2026Oxford Asset Management LLP12,764$366K0.1%N/A0.013%
2/18/2026Palisade Capital Management LP81,816$2.35M0.1%-18.6%0.082%
2/18/2026Millennium Management LLC45,805$1.31M0.0%-92.6%0.046%
2/18/2026Interval Partners LP21,687$622K0.0%-69.9%0.022%
2/18/2026Encompass Capital Advisors LLC2,081,644$59.70M2.4%+165.1%2.085%
2/18/2026Engineers Gate Manager LP55,254$1.59M0.0%+35.1%0.055%
2/18/2026Corigliano Investment Advisers LLC298,905$8.57M3.0%N/A0.299%
2/18/2026Clough Capital Partners L P77,742$2.23M0.2%N/A0.078%
2/18/2026Balyasny Asset Management L.P.1,417,942$40.67M0.1%-33.5%1.420%
2/18/2026Aventail Capital Group LP190,532$5.46M0.3%N/A0.191%
2/18/2026Bridgeway Capital Management LLC617,310$17.70M0.4%+14.3%0.618%
2/17/2026Freestone Grove Partners LP99,796$2.86M0.0%-32.4%0.100%
2/17/2026Guggenheim Capital LLC19,572$561K0.0%-19.0%0.020%
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2/17/2026Schonfeld Strategic Advisors LLC7,017$201K0.0%-82.7%0.007%
2/17/2026AQR Capital Management LLC126,088$3.62M0.0%-21.4%0.126%
2/17/2026 Abel Hall LLC14,384$413K0.1%+33.6%0.014%
2/17/2026Cetera Investment Advisers22,356$641K0.0%-12.7%0.022%
2/17/2026Mountain Lake Investment Management LLC118,197$3.39M2.6%-13.3%0.118%
2/17/2026Sagefield Capital LP287,771$8.25M0.7%-23.6%0.288%
2/17/2026 Rexford Capital Inc.9,600$275K0.2%-15.8%0.010%
2/17/2026Trexquant Investment LP184,331$5.29M0.0%+714.3%0.185%
2/17/2026Amundi8,269$237K0.0%N/A0.008%
2/17/2026iSAM Funds UK Ltd8,230$236K0.1%N/A0.008%


HP Institutional Ownership - Frequently Asked Questions

During the previous two years, 366 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), Invesco Ltd. ($99.48M), and ARGA Investment Management LP ($86.01M).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 315 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), Balyasny Asset Management L.P. ($2.28M), Norges Bank ($1.52M), Bank of America Corp DE ($1.32M), Invesco Ltd. ($1.30M), Encompass Capital Advisors LLC ($1.30M), and American Century Companies Inc. ($1.14M).

Institutional investors have bought a total of 36,517,388 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Of the 136 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 ($1.16M), Balyasny Asset Management L.P. ($714.32K), Millennium Management LLC ($569.08K), Royal Bank of Canada ($494.70K), Morgan Stanley ($491.84K), and Barclays PLC ($423.03K).

Institutional investors have sold a total of 11,658,996 shares in the last 24 months. This volume of shares sold represents approximately $301.14M 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 8/8/2026. New 13F filings are added each quarter as they're published.
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