Helmerich & PayneHP
13F holders, Q4 2024 (December 31)375holders −11
39new positions
55sold out
9famous investors
$32.03avg. 13F price*
At the end of Q4 2024, 375 institutions reported holding Helmerich & Payne (HP) in their 13F filings, down 11 from Q3 2024. 39 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($495.8M), Vanguard Group Inc. ($350.8M) and State Farm Mutual Automobile Insurance Co. ($264.4M). 9 famous investors held it, including Prem Watsa (1.6% of Fairfax Financial Holdings's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Helmerich & Payne
- CUSIP
- 423452101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $67.2M |
| Exits | 55 | $133.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,669,890 shares bought and 9,822,017 shares sold, net −3,152,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| BlackRock, Inc. | 0.01% | Reduce -5.0% | 15,484,365 | $495.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.9% | 10,955,969 | $350.8M |
| State Farm Mutual Automobile Insurance Co. | 0.24% | No change | 8,257,200 | $264.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.9% | 5,411,860 | $173.3M |
| State Street Corp. | 0.01% | Add +2.7% | 4,294,975 | $137.5M |
| Earnest Partners LLC | 0.50% | Add +1.0% | 3,487,019 | $111.7M |
| Victory Capital Management Inc. | 0.09% | Reduce -7.1% | 2,766,931 | $88.6M |
| ARGA Investment Management, LP | 2.81% | Add +42.5% | 2,686,215 | $86.0M |
| American Century Companies Inc. | 0.05% | Add +14.0% | 2,658,356 | $85.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 2,235,189 | $71.6M |
| Invesco Ltd. | 0.01% | Reduce -8.8% | 2,168,326 | $69.4M |
| Morgan Stanley | 0.00% | Add +2.0% | 2,097,190 | $67.2M |
| Northern Trust Corp. | 0.01% | Add +5.1% | 1,699,388 | $54.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 1,557,931 | $49.9M |
| Van Eck Associates Corp. | 0.06% | Add +27.6% | 1,522,144 | $48.7M |
| Fisher Asset Management | 0.02% | Add +4.6% | 1,413,749 | $45.3M |
| Boston Trust Walden Corp | 0.30% | Reduce -2.1% | 1,323,619 | $42.4M |
| LSV Asset Management | 0.10% | Reduce -4.6% | 1,288,111 | $41.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +9.4% | 1,270,321 | $40.7M |
| Bank of New York Mellon Corp | 0.01% | Add +7.4% | 1,121,742 | $35.9M |
| Citadel Advisors | 0.03% | Add +62.6% | 1,084,293 | $34.7M |
| Global Alpha Capital Management Ltd. | 2.11% | Add +3.0% | 907,281 | $29.1M |
| Balyasny Asset Management L.P. | 0.07% | New | 896,550 | $28.7M |
| Deprince Race & Zollo Inc. | 0.57% | Reduce -23.8% | 891,483 | $28.5M |
| New York State Common Retirement Fund | 0.04% | Add +16.8% | 863,149 | $27.6M |
| Gendell Jeffrey L | 0.84% | Add +50.8% | 841,063 | $26.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.6% | 808,879 | $25.9M |
| Fairfax Financial Holdings | 1.59% | Add +39.5% | 774,105 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 721,831 | $23.1M |
| Norges Bank | 0.00% | Add +3.3% | 673,692 | $21.6M |
| Segall Bryant & Hamill, LLC | 0.30% | Add +16.1% | 671,886 | $21.5M |
| Sprott Inc. | 1.26% | Add +1.9% | 593,069 | $19.0M |
| Systematic Financial Management LP | 0.47% | Add +3.8% | 573,271 | $18.4M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.5% | 543,690 | $17.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -30.9% | 525,400 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 523,047 | $16.7M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 478,823 | $15.3M |
| Channing Capital Management, LLC | 0.40% | Add +12.9% | 469,366 | $15.0M |
| Granite Investment Partners, LLC | 0.63% | Reduce -21.8% | 457,556 | $14.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +18.6% | 413,542 | $13.2M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.2% | 403,240 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +8.9% | 371,369 | $12.2M |
| Kornitzer Capital Management Inc. | 0.23% | Add +0.3% | 372,715 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 357,283 | $11.4M |
| ExodusPoint Capital Management, LP | 0.11% | New | 341,387 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 324,274 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 307,272 | $9.8M |
| Deutsche Bank AG | 0.00% | Reduce -40.3% | 303,444 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 297,562 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +43.4% | 264,688 | $8.5M |
| Randolph Co Inc | 0.92% | New | 257,332 | $8.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.7% | 248,321 | $8.0M |
| Public Sector Pension Investment Board | 0.03% | Add +17.4% | 246,082 | $7.9M |
| Millennium Management | 0.01% | Reduce -7.7% | 243,972 | $7.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 240,552 | $7.7M |
| Kennedy Capital Management LLC | 0.16% | Reduce -16.9% | 227,642 | $7.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +21.1% | 216,867 | $6.9M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -13.6% | 201,720 | $6.5M |
| UBS Group AG | 0.00% | Add +103.8% | 195,841 | $6.3M |
| Swiss National Bank | 0.00% | Add +0.8% | 194,300 | $6.2M |
| NewSquare Capital LLC | 0.49% | Reduce -0.1% | 193,130 | $6.2M |
| HRT Financial LP | 0.03% | Reduce -7.1% | 190,071 | $6.1M |
| Cibc World Market Inc. | 0.01% | New | 188,434 | $6.0M |
| Wedge Capital Management L L P | 0.11% | Add +3.0% | 185,384 | $5.9M |
| Dean Investment Associates, LLC | 0.82% | Add +79.2% | 179,483 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +4.3% | 178,556 | $5.7M |
| Barclays PLC | 0.00% | Reduce -10.8% | 177,032 | $5.7M |
| Energy Income Partners, LLC | 0.11% | Reduce -8.0% | 173,156 | $5.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +17.6% | 170,000 | $5.4M |
| California Public Employees Retirement System | 0.00% | Reduce -3.4% | 168,103 | $5.4M |
| Bridgewater Associates | 0.02% | Add +82.9% | 166,643 | $5.3M |
| Aptus Capital Advisors, LLC | 0.06% | Add +22.9% | 165,040 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +77.0% | 163,946 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 163,845 | $5.2M |
| Citigroup Inc. | 0.00% | Add +6.3% | 160,207 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.7% | 158,687 | $5.1M |
| NFJ Investment Group, LLC | 0.16% | Add +4.5% | 157,868 | $5.1M |
| FMR LLC | 0.00% | Add +6.3% | 149,481 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.8% | 148,784 | $4.8M |
| Nordea Investment Management AB | 0.00% | Add +1.3% | 143,636 | $4.6M |
| Royce & Associates LP | 0.04% | Reduce -40.5% | 140,723 | $4.5M |
| Cobalt Capital Management, Inc. | 1.86% | New | 140,000 | $4.5M |
| AXA S.A. | 0.01% | Add +0.9% | 138,821 | $4.4M |
| First Eagle Investment Management, LLC | 0.01% | Add +5.5% | 137,693 | $4.4M |
| Dean Capital Management | 1.65% | Add +136.0% | 120,964 | $3.9M |
| LMCG Investments, LLC | 0.23% | Reduce -1.1% | 119,233 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -46.2% | 117,375 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.0% | 115,630 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -42.0% | 114,346 | $3.7M |
| CoreCommodity Management, LLC | 0.67% | Reduce -23.1% | 106,889 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -67.3% | 100,684 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -16.1% | 102,706 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 99,786 | $3.2M |
| Comerica Bank | 0.01% | Reduce -1.6% | 98,571 | $3.2M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 97,759 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.1% | 96,317 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Add +25.6% | 93,720 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 92,209 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 87,081 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +3.4% | 84,468 | $2.7M |
| Capital Investment Counsel, Inc | 0.39% | Add +4.4% | 80,630 | $2.6M |
| Grace & White Inc. | 0.49% | No change | 80,486 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 79,755 | $2.6M |
| Fieldview Capital Management, LLC | 0.39% | — | 79,650 | $2.6M |
| Palisade Capital Management, LP | 0.08% | Reduce -0.4% | 78,395 | $2.5M |
| Profit Investment Management, LLC | 1.96% | Add +9.4% | 76,461 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 76,333 | $2.4M |
| Legato Capital Management LLC | 0.32% | Add +93.9% | 76,064 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -56.1% | 69,139 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +118.4% | 68,470 | $2.2M |
| Susquehanna Fundamental Investments, LLC | 0.03% | — | 62,120 | $2.0M |
| Macquarie Group Ltd. | 0.00% | No change | 60,200 | $1.9M |
| Hara Capital LLC | 1.21% | Add +594.6% | 59,864 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 58,993 | $1.9M |
| Natixis | 0.01% | New | 57,600 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +4.2% | 57,517 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.4% | 56,125 | $1.8M |
| Engineers Gate Manager LP | 0.03% | Reduce -47.5% | 55,263 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -41.2% | 55,019 | $1.8M |
| Calamos Advisors LLC | 0.01% | No change | 53,800 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.7% | 52,801 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 51,542 | $1.7M |
| De Lisle Partners LLP | 0.23% | Reduce -12.6% | 50,000 | $1.6M |
| Price Jennifer C. | 2.12% | No change | 50,000 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -1.1% | 48,686 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | No change | 47,700 | $1.5M |
| Money Concepts Capital Corp. | 0.10% | Add +6.6% | 43,447 | $1.4M |
| Radnor Capital Management, LLC | 0.23% | Reduce -1.1% | 43,044 | $1.4M |
| BWM Planning, LLC | 0.59% | No change | 42,432 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -39.9% | 42,287 | $1.4M |
| Marshall Wace, LLP | 0.00% | Reduce -37.3% | 41,517 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +23.1% | 41,213 | $1.3M |
| Private Capital Management, LLC | 0.13% | Add +8.3% | 39,000 | $1.2M |
| Magnetar Financial LLC | 0.03% | Add +389.3% | 38,754 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 38,612 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 37,373 | $1.2M |
| Nicola Wealth Management LTD. | 0.11% | No change | 25,900 | $1.2M |
| Bokf, NA | 0.02% | Reduce -0.0% | 34,428 | $1.2M |
| WINTON GROUP Ltd | 0.08% | Add +0.0% | 35,311 | $1.1M |
| William B. Walkup & Associates, Inc. | 0.71% | No change | 35,241 | $1.1M |
| Hilton Capital Management, LLC | 0.10% | Add +4.5% | 34,554 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 34,301 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.5% | 33,567 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.4% | 33,368 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 33,300 | $1.1M |
| Sei Investments Co. | 0.00% | Add +4.3% | 33,116 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 33,096 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -35.3% | 32,986 | $1.1M |
| Entropy Technologies, LP | 0.11% | Add +86.9% | 32,128 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.1% | 31,291 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.8% | 30,670 | $981K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -16.1% | 30,562 | $979K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -30.4% | 30,265 | $969K |
| Crestline Management, L.P. | 0.03% | Add +221.3% | 29,792 | $954K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 29,174 | $934K |
| MML Investors Services, LLC | 0.00% | Add +2.9% | 28,852 | $924K |
| Verition Fund Management LLC | 0.00% | Add +29.1% | 28,848 | $924K |
| Amalgamated Bank | 0.01% | Reduce -1.0% | 28,796 | $922K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.5% | 28,699 | $919K |
| Arizona State Retirement System | 0.01% | Add +0.8% | 28,661 | $918K |
| Regions Financial Corp. | 0.01% | Reduce -9.2% | 28,498 | $913K |
| Edgestream Partners, L.P. | 0.04% | Reduce -75.6% | 27,385 | $877K |
| Moody National Bank Trust Division | 0.09% | Add +19.3% | 26,807 | $858K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,734 | $856K |
| Creative Planning | 0.00% | Add +9.6% | 25,936 | $830K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 25,891 | $829K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.5% | 25,306 | $810K |
| Mariner, LLC | 0.00% | Reduce -3.5% | 25,106 | $804K |
| Caxton Associates LP | 0.03% | Reduce -75.5% | 24,950 | $799K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -39.9% | 24,138 | $773K |
| Adams Wealth Management | 0.14% | Add +20.2% | 23,640 | $757K |
| CacheTech Inc. | 0.14% | Add +20.2% | 23,640 | $757K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 23,261 | $745K |
| Gotham Asset Management | 0.01% | Reduce -63.0% | 23,201 | $743K |
| Natixis Advisors, LLC | 0.00% | Add +4.1% | 22,239 | $712K |
| LPL Financial LLC | 0.00% | Add +1.9% | 21,763 | $697K |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.0% | 21,621 | $692K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 21,083 | $675K |
| Napatree Capital LLC | 0.39% | Add +2.5% | 20,847 | $668K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 20,579 | $659K |
| Fifth Third Bancorp | 0.00% | Reduce -31.3% | 20,570 | $659K |
| Vident Advisory, LLC | 0.01% | New | 20,509 | $657K |
| KLP Kapitalforvaltning As | 0.00% | — | 20,100 | $644K |
| Cetera Investment Advisers | 0.00% | Add +32.5% | 19,114 | $612K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 19,042 | $610K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -13.8% | 19,010 | $609K |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 18,296 | $586K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -6.5% | 17,920 | $574K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 17,880 | $573K |
| Osaic Holdings, Inc. | 0.00% | Add +93.4% | 17,641 | $561K |
| Stifel Financial Corp. | 0.00% | Reduce -11.1% | 17,233 | $552K |
| Two Sigma Securities, LLC | 0.10% | New | 16,432 | $526K |
| AlphaQuest LLC | 0.07% | Reduce -8.0% | 15,980 | $512K |
| Profund Advisors LLC | 0.02% | Reduce -15.0% | 15,840 | $507K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 16,049 | $504K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.8% | 15,255 | $488K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 14,960 | $479K |
| Guggenheim Capital LLC | 0.00% | Reduce -5.6% | 14,918 | $478K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 14,873 | $476K |
| Keybank National Association | 0.00% | Reduce -4.1% | 14,857 | $476K |
| SG Americas Securities, LLC | 0.00% | Add +19.4% | 14,504 | $464K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.2% | 14,151 | $453K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.2% | 14,151 | $453K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.3% | 14,094 | $451K |
| Scissortail Wealth Management, LLC | 0.11% | Add +232833.3% | 13,976 | $448K |
| Waratah Capital Advisors Ltd. | 0.02% | New | 13,738 | $440K |
| Schroder Investment Management Group | 0.00% | New | 13,848 | $435K |
| Fruth Investment Management | 0.12% | Reduce -0.2% | 13,400 | $429K |
| Readystate Asset Management LP | 0.03% | New | 13,366 | $428K |
| Tandem Financial, LLC | 0.45% | — | 12,897 | $413K |
| Ridgewood Investments LLC | 0.20% | Add +34.3% | 12,816 | $410K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.2% | 12,659 | $405K |
| Renaissance Technologies | 0.00% | Reduce -94.8% | 12,600 | $403K |
| Olistico Wealth, LLC | 0.23% | No change | 12,565 | $402K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -2.9% | 12,441 | $398K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -86.6% | 12,383 | $397K |
| Mather Group, Llc. | 0.01% | No change | 12,102 | $388K |
| Ethic Inc. | 0.01% | Reduce -25.8% | 11,888 | $381K |
| Atria Investments, Inc | 0.00% | Add +8.8% | 11,840 | $379K |
| Fulton Bank, N.A. | 0.01% | Add +11.6% | 11,321 | $362K |
| Jump Financial, LLC | 0.01% | Reduce -92.2% | 11,030 | $353K |
| Semanteon Capital Management, LP | 0.19% | Reduce -70.3% | 11,016 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 10,968 | $351K |
| Connable Office Inc. | 0.04% | Reduce -4.6% | 10,617 | $340K |
| Truist Financial Corp. | 0.00% | Reduce -62.8% | 10,527 | $337K |
| Teacher Retirement System of Texas | 0.00% | Reduce -61.3% | 10,362 | $332K |
| DMC Group, LLC | 0.27% | Add +22.0% | 10,180 | $326K |
| Keene & Associates, Inc. | 0.26% | Add +31.3% | 10,140 | $325K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.1% | 10,113 | $324K |
| Stephens Inc. | 0.00% | Reduce -33.4% | 9,966 | $319K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | New | 3,794 | $319K |
| Cerity Partners LLC | 0.00% | Reduce -25.6% | 10,377 | $317K |
| Capital Advisors Inc. | 0.01% | Reduce -18.2% | 9,900 | $317K |
| Vestcor Inc | 0.01% | Add +41.6% | 9,761 | $313K |
| Captrust Financial Advisors | 0.00% | Reduce -1.2% | 9,734 | $312K |
| State of Wisconsin Investment Board | 0.00% | Add +21.5% | 9,462 | $303K |
| Monument Capital Management | 0.08% | New | 9,372 | $300K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -11.4% | 9,186 | $294K |
| Ieq Capital, LLC | 0.00% | New | 9,080 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 9,070 | $290K |
| Cibc World Markets Corp. | 0.00% | New | 9,046 | $290K |
| Cadence Wealth Management LLC | 0.19% | Add +4.3% | 8,777 | $281K |
| Empowered Funds, LLC | 0.00% | New | 8,607 | $276K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -88.1% | 8,414 | $269K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.4% | 8,344 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 8,197 | $262K |
| Shell Asset Management Co. | 0.01% | No change | 8,088 | $259K |
| Virtu Financial LLC | 0.01% | New | 8,035 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,731 | $248K |
| Xponance LLC | 0.00% | New | 7,707 | $247K |
| PAX Financial Group, LLC | 0.04% | Add +1.9% | 7,643 | $245K |
| Hodges Capital Management Inc. | 0.01% | Reduce -29.1% | 7,275 | $233K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 7,217 | $231K |
| Alan B Lancz & Associates, Inc. | 0.23% | No change | 7,200 | $231K |
| Paragon Capital Management Ltd | 0.05% | Reduce -1.6% | 7,127 | $228K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.1% | 6,996 | $224K |
| Gibraltar Capital Management, Inc. | 0.10% | New | 6,845 | $219K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -98.0% | 6,818 | $218K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 6,614 | $212K |
| Gilliland Jeter Wealth Management LLC | 0.07% | Reduce -2.9% | 6,600 | $211K |
| Jefferies Financial Group Inc. | 0.00% | New | 6,582 | $211K |
| Quantinno Capital Management LP | 0.00% | New | 6,569 | $210K |
| Park Avenue Securities LLC | 0.00% | New | 6,525 | $209K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -21.4% | 6,486 | $208K |
| SignalPoint Asset Management, LLC | 0.05% | New | 6,459 | $207K |
| Simplex Trading, LLC | 0.01% | New | 6,444 | $206K |
| Centiva Capital, LP | 0.01% | New | 6,417 | $205K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.1% | 6,417 | $205K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.2% | 6,396 | $205K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 6,275 | $201K |
| Quantbot Technologies LP | 0.01% | Reduce -95.0% | 6,181 | $198K |
| Walleye Trading LLC | 0.00% | New | 5,415 | $173K |
| KBC Group NV | 0.00% | Add +56.5% | 4,899 | $157K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,377 | $140K |
| Cwm, LLC | 0.00% | Reduce -13.3% | 4,116 | $132K |
| SBI Securities Co., Ltd. | 0.00% | — | 4,101 | $131K |
| Quadrant Capital Group LLC | 0.01% | Reduce -16.7% | 4,060 | $130K |
| Walleye Capital LLC | 0.00% | Reduce -72.6% | 3,934 | $126K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +120.7% | 3,533 | $113K |
| Sterling Capital Management LLC | 0.00% | Add +817.5% | 3,046 | $98K |
| Smartleaf Asset Management LLC | 0.01% | Add +82.5% | 2,805 | $88K |
| State of Wyoming | 0.01% | Reduce -38.9% | 2,742 | $88K |
| Steph & Co. | 0.03% | New | 2,711 | $87K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.1% | 2,547 | $82K |
| Covestor Ltd | 0.05% | Add +61.3% | 2,386 | $76K |
| STRS Ohio | 0.00% | Reduce -30.0% | 2,100 | $67K |
| Eastern Bank | 0.00% | No change | 2,017 | $65K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $64K |
| GAMMA Investing LLC | 0.00% | Reduce -13.2% | 1,708 | $55K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.9% | 1,691 | $54K |
| PEAK6 LLC | 0.00% | — | 1,429 | $46K |
| Lindbrook Capital, LLC | 0.00% | Add +15.2% | 1,363 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.7% | 1,359 | $44K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.3% | 1,328 | $43K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 1,319 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +31.5% | 1,185 | $38K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.8% | 1,183 | $38K |
| UMB Bank, n.a. | 0.00% | Reduce -54.9% | 1,098 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +10.7% | 1,038 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,030 | $33K |
| Group One Trading LLC | 0.00% | Add +652.5% | 888 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 885 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 850 | $28K |
| Kestra Investment Management, LLC | 0.00% | New | 851 | $27K |
| Versant Capital Management, Inc | 0.01% | Add +14.8% | 832 | $27K |
| Essex Investment Management Co. LLC | 0.00% | No change | 733 | $23K |
| Summit Securities Group LLC | 0.01% | New | 695 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 674 | $22K |
| Whittier Trust Co. | 0.00% | No change | 627 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | New | 597 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -2.0% | 538 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 536 | $17K |
| R Squared Ltd | 0.02% | — | 500 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $16K |
| Global Retirement Partners, LLC | 0.00% | Reduce -37.8% | 500 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 457 | $15K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 467 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.1% | 453 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -13.4% | 394 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -6.0% | 436 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -71.8% | 430 | $14K |
| Main Street Group, LTD | 0.01% | No change | 404 | $13K |
| Park Place Capital Corp | 0.00% | No change | 380 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 350 | $11K |
| Bessemer Group Inc. | 0.00% | Add +265.0% | 365 | $11K |
| Parallel Advisors, LLC | 0.00% | No change | 342 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -15.0% | 341 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.3% | 330 | $11K |
| Allworth Financial LP | 0.00% | Reduce -10.9% | 287 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +21.1% | 281 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.0% | 246 | $8K |
| Red Tortoise LLC | 0.00% | No change | 188 | $6K |
| Sierra Ocean, LLC | 0.00% | — | 183 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 179 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 163 | $5K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 154 | $5K |
| Quent Capital, LLC | 0.00% | No change | 149 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.0% | 147 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 146 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 144 | $5K |
| Rothschild Investment LLC | 0.00% | Add +4.0% | 130 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Add +760.0% | 129 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 114 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 115 | $4K |
| Arax Advisory Partners | 0.00% | Add +0.9% | 108 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 91 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 94 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +18.2% | 91 | $3K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -2.2% | 88 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 87 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $2K |
| Huntington National Bank | 0.00% | Reduce -76.0% | 73 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 70 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 70 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | — | 61 | $2K |
| Key Financial Inc | 0.00% | New | 64 | $2K |
| Hemington Wealth Management | 0.00% | Add +148.2% | 67 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 60 | $2K |
| Spire Wealth Management | 0.00% | No change | 50 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 46 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 45 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -43.5% | 39 | $1K |
| Private Wealth Management Group, LLC | 0.00% | New | 34 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -41.8% | 32 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.3% | 24 | $769 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 22 | $712 |
| MV Capital Management, Inc. | 0.00% | Reduce -9.1% | 20 | $641 |
| Assetmark, Inc. | 0.00% | New | 17 | $544 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $352 |
| Abound Wealth Management | 0.00% | No change | 7 | $225 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $160 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $96 |
| Activest Wealth Management | 0.00% | New | 1 | $32 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is HP's weight in each manager's 13F, not the share of Helmerich & Payne the manager owns.