Helmerich & PayneHP
13F holders, Q1 2025 (March 31)352holders −23
41new positions
61sold out
9famous investors
$26.13avg. 13F price*
At the end of Q1 2025, 352 institutions reported holding Helmerich & Payne (HP) in their 13F filings, down 23 from Q4 2024. 41 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($398.2M), Vanguard Group Inc. ($286.2M) and State Farm Mutual Automobile Insurance Co. ($204.8M). 9 famous investors held it, including Prem Watsa (1.1% of Fairfax Financial Holdings's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $44.5M |
| Exits | 61 | $181.0M |
All 13F filers, Q4 2024 → Q1 2025: 8,516,024 shares bought and 11,974,675 shares sold, net −3,458,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| BlackRock, Inc. | 0.01% | Reduce -1.6% | 15,245,091 | $398.2M |
| Vanguard Group Inc. | 0.01% | Add +0.0% | 10,959,013 | $286.2M |
| State Farm Mutual Automobile Insurance Co. | 0.19% | Reduce -5.0% | 7,841,430 | $204.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.3% | 5,483,028 | $143.2M |
| State Street Corp. | 0.00% | Reduce -2.3% | 4,196,013 | $109.6M |
| Victory Capital Management Inc. | 0.10% | Add +28.4% | 3,553,181 | $92.8M |
| Earnest Partners LLC | 0.40% | Reduce -7.8% | 3,213,574 | $83.9M |
| American Century Companies Inc. | 0.05% | Add +12.2% | 2,983,840 | $77.9M |
| Invesco Ltd. | 0.01% | Add +24.7% | 2,704,134 | $70.6M |
| Geode Capital Management, LLC | 0.00% | Add +4.6% | 2,337,560 | $61.1M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 1,990,104 | $52.0M |
| Fisher Asset Management | 0.02% | Add +31.0% | 1,851,549 | $48.4M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 1,615,262 | $42.2M |
| Van Eck Associates Corp. | 0.05% | Reduce -1.1% | 1,504,909 | $39.3M |
| LSV Asset Management | 0.09% | Add +16.8% | 1,504,671 | $39.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.8% | 1,466,805 | $38.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +10.2% | 1,399,501 | $36.6M |
| UBS Group AG | 0.01% | Add +570.6% | 1,313,307 | $34.3M |
| Deprince Race & Zollo Inc. | 0.69% | Add +43.8% | 1,281,699 | $33.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 1,092,101 | $28.5M |
| Boston Trust Walden Corp | 0.16% | Reduce -36.8% | 836,173 | $21.8M |
| Bank of America Corp. | 0.00% | Add +58.8% | 830,473 | $21.7M |
| Fairfax Financial Holdings | 1.10% | No change | 774,105 | $20.2M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -16.8% | 745,873 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.1% | 735,255 | $19.2M |
| Global Alpha Capital Management Ltd. | 1.39% | Reduce -19.6% | 729,481 | $19.1M |
| Sprott Inc. | 1.06% | Add +15.4% | 684,273 | $17.9M |
| Alliancebernstein L.P. | 0.01% | Add +26.0% | 661,899 | $17.3M |
| Segall Bryant & Hamill, LLC | 0.26% | Reduce -4.5% | 641,994 | $16.8M |
| Systematic Financial Management LP | 0.45% | Add +5.9% | 606,995 | $15.9M |
| Webs Creek Capital Management LP | 3.48% | New | 587,968 | $15.4M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.4% | 530,854 | $13.9M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 494,813 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +26.2% | 468,757 | $12.4M |
| FMR LLC | 0.00% | Add +177.5% | 414,757 | $10.8M |
| Alyeska Investment Group, L.P. | 0.04% | New | 407,170 | $10.6M |
| Glenmede Trust Co. NA | 0.06% | Reduce -2.5% | 393,038 | $10.3M |
| Kornitzer Capital Management Inc. | 0.21% | Add +1.8% | 379,302 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 374,163 | $9.8M |
| Deutsche Bank AG | 0.00% | Add +16.4% | 353,326 | $9.2M |
| Norges Bank | 0.00% | Reduce -50.2% | 335,605 | $8.8M |
| Public Sector Pension Investment Board | 0.04% | Add +28.1% | 315,144 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 303,011 | $7.9M |
| Macquarie Group Ltd. | 0.01% | Add +398.1% | 299,838 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 298,332 | $7.8M |
| Granite Investment Partners, LLC | 0.39% | Reduce -35.6% | 294,847 | $7.7M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 288,189 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.6% | 284,197 | $7.4M |
| AQR Capital Management | 0.01% | Add +147.4% | 254,119 | $6.6M |
| Nuveen, LLC | 0.00% | — | 248,321 | $6.5M |
| First Trust Advisors LP | 0.01% | Reduce -7.0% | 246,251 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +100.9% | 229,727 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.8% | 225,073 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +34.5% | 213,445 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -15.1% | 204,334 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +23.8% | 202,765 | $5.3M |
| Millennium Management | 0.01% | Reduce -17.0% | 202,532 | $5.3M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -2.3% | 197,043 | $5.1M |
| NewSquare Capital LLC | 0.41% | Reduce -0.1% | 192,903 | $5.0M |
| Energy Income Partners, LLC | 0.10% | Add +10.6% | 191,519 | $5.0M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 191,300 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +4.7% | 186,953 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +453.6% | 173,218 | $4.5M |
| Kennedy Capital Management LLC | 0.11% | Reduce -24.6% | 171,616 | $4.5M |
| Wedge Capital Management L L P | 0.09% | Reduce -8.6% | 169,423 | $4.4M |
| California Public Employees Retirement System | 0.00% | Reduce -0.1% | 167,988 | $4.4M |
| Gendell Jeffrey L | 0.19% | Reduce -80.0% | 167,795 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -80.8% | 165,452 | $4.3M |
| Citigroup Inc. | 0.00% | Add +1.4% | 162,536 | $4.2M |
| Dean Investment Associates, LLC | 0.62% | Reduce -9.8% | 161,895 | $4.2M |
| NFJ Investment Group, LLC | 0.14% | No change | 157,868 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -62.1% | 156,777 | $4.1M |
| Nordea Investment Management AB | 0.00% | Add +4.9% | 150,676 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.5% | 142,015 | $3.7M |
| First Eagle Investment Management, LLC | 0.01% | Add +3.1% | 141,993 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +58.2% | 137,763 | $3.6M |
| CoreCommodity Management, LLC | 0.56% | Add +23.0% | 131,471 | $3.4M |
| Barclays PLC | 0.00% | Reduce -26.8% | 129,664 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 97,234 | $3.3M |
| Bridgewater Associates | 0.02% | Reduce -24.8% | 125,341 | $3.3M |
| LMCG Investments, LLC | 0.21% | Add +0.8% | 120,164 | $3.1M |
| Bank of Montreal | 0.00% | Add +19.2% | 116,536 | $3.0M |
| Dean Capital Management | 1.31% | Reduce -4.6% | 115,410 | $3.0M |
| Grace & White Inc. | 0.57% | Add +40.8% | 113,342 | $3.0M |
| AXA S.A. | 0.01% | Reduce -19.5% | 111,747 | $2.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.0% | 107,544 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +268.6% | 106,319 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 104,180 | $2.7M |
| Rodgers Brothers Inc. | 0.36% | New | 103,475 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Add +17.6% | 99,353 | $2.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -41.6% | 96,354 | $2.5M |
| Renaissance Technologies | 0.00% | Add +642.9% | 93,600 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -3.0% | 93,392 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 91,740 | $2.4M |
| Palisade Capital Management, LP | 0.08% | Add +16.5% | 91,338 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 90,506 | $2.4M |
| Hara Capital LLC | 1.60% | Add +51.1% | 90,440 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +32.1% | 90,428 | $2.4M |
| Capital Investment Counsel, Inc | 0.34% | Add +9.2% | 88,017 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -49.6% | 85,600 | $2.2M |
"% of holder's portfolio" is HP's weight in each manager's 13F, not the share of Helmerich & Payne the manager owns.