Helmerich & PayneHP

13F holders, Q2 2025 (June 30)
340holders −12
63new positions
71sold out
7famous investors
$15.18avg. 13F price*

At the end of Q2 2025, 340 institutions reported holding Helmerich & Payne (HP) in their 13F filings, down 12 from Q1 2025. 63 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($221.8M), Vanguard Group Inc. ($166.6M) and State Farm Mutual Automobile Insurance Co. ($118.9M). 7 famous investors held it, including Prem Watsa (0.8% of Fairfax Financial Holdings's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Helmerich & Payne
CUSIP
423452101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 402Q1 2024Q2 2024: 384Q2 2024Q3 2024: 386Q3 2024Q4 2024: 375Q4 2024Q1 2025: 352Q1 2025Q2 2025: 340Q2 2025Q3 2025: 338Q3 2025Q4 2025: 360Q4 2025Q1 2026: 375Q1 2026Q2 2026: 374Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$42.6M
Exits71$167.2M

All 13F filers, Q1 2025 → Q2 2025: 9,942,921 shares bought and 11,270,186 shares sold, net −1,327,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 340 holders

BlackRock, Inc. 0.00% Reduce -4.0% 14,627,751 $221.8M
Vanguard Group Inc. 0.00% Add +0.3% 10,989,912 $166.6M
State Farm Mutual Automobile Insurance Co. 0.11% No change 7,841,430 $118.9M
Dimensional Fund Advisors LP 0.02% Reduce -2.0% 5,372,268 $81.4M
State Street Corp. 0.00% Reduce -2.6% 4,087,008 $62.0M
Victory Capital Management Inc. 0.04% Add +3.8% 3,686,693 $55.9M
Earnest Partners LLC 0.22% Add +0.9% 3,243,550 $49.2M
American Century Companies Inc. 0.03% Add +8.1% 3,224,611 $48.9M
Invesco Ltd. 0.01% Add +9.5% 2,959,928 $44.9M
Geode Capital Management, LLC 0.00% Reduce -0.5% 2,326,632 $35.3M
Morgan Stanley 0.00% Add +11.1% 2,211,250 $33.5M
Balyasny Asset Management L.P. 0.07% Add +174.1% 2,044,383 $31.0M
Fisher Asset Management 0.01% Reduce -4.9% 1,760,541 $26.7M
Manufacturers Life Insurance Company, The 0.02% Add +22.9% 1,720,505 $26.1M
LSV Asset Management 0.05% Reduce -6.2% 1,410,971 $21.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -7.6% 1,354,694 $20.5M
Northern Trust Corp. 0.00% Reduce -17.9% 1,325,868 $20.1M
Van Eck Associates Corp. 0.02% Reduce -12.4% 1,318,542 $20.0M
Bank of New York Mellon Corp 0.00% Reduce -7.8% 1,006,888 $15.3M
Sprott Inc. 0.74% Add +42.8% 977,008 $14.8M
Fairfax Financial Holdings 0.79% Add +25.8% 974,105 $14.8M
Bank of America Corp. 0.00% Add +0.5% 834,797 $12.7M
UBS Group AG 0.00% Reduce -39.6% 793,183 $12.0M
Norges Bank 0.00% Add +107.8% 697,322 $10.6M
Segall Bryant & Hamill, LLC 0.13% Reduce -2.5% 626,199 $9.5M
BNP Paribas Financial Markets 0.01% Add +261.3% 625,787 $9.5M
Systematic Financial Management LP 0.25% Add +2.8% 624,198 $9.5M
Barclays PLC 0.00% Add +346.4% 578,890 $8.8M
Royal Bank of Canada 0.00% Add +435.4% 557,741 $8.5M
FMR LLC 0.00% Add +27.9% 530,354 $8.0M
Bridgeway Capital Management, LLC 0.19% New 517,246 $7.8M
Goldman Sachs Group Inc. 0.00% Reduce -29.8% 516,443 $7.8M
Principal Financial Group Inc. 0.00% Reduce -0.4% 492,761 $7.5M
Jane Street Group, LLC 0.01% Add +81.3% 416,491 $6.3M
NFJ Investment Group, LLC 0.20% Add +143.9% 384,973 $5.8M
Kornitzer Capital Management Inc. 0.11% Reduce -1.8% 372,599 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -2.4% 365,266 $5.5M
Macquarie Group Ltd. 0.01% Add +19.8% 359,107 $5.4M
Empowered Funds, LLC 0.06% Add +3600.1% 349,990 $5.3M
Public Sector Pension Investment Board 0.02% Add +7.4% 338,405 $5.1M
Deutsche Bank AG 0.00% Reduce -10.9% 314,699 $4.8M
Gibraltar Capital Management, Inc. 0.92% New 311,492 $4.7M
Rhumbline Advisers 0.00% Add +1.5% 302,834 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 292,136 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +35.9% 290,167 $4.4M
Legal & General Group Plc 0.00% Reduce -1.4% 284,293 $4.3M
Wedge Capital Management L L P 0.07% Add +55.9% 264,048 $4.0M
Qube Research & Technologies Ltd 0.01% New 255,590 $3.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -49.1% 238,654 $3.8M
Renaissance Technologies 0.00% Add +155.3% 239,000 $3.6M
Dean Investment Associates, LLC 0.52% Add +43.1% 231,728 $3.5M
JPMorgan Chase & Co. 0.00% Reduce -21.0% 224,530 $3.4M
Prudential Financial Inc. 0.00% Add +6.0% 103,074 $3.4M
Nuveen, LLC 0.00% Reduce -15.4% 209,943 $3.2M
Wells Fargo & Company 0.00% Add +2.0% 206,899 $3.1M
Voloridge Investment Management, LLC 0.01% New 196,321 $3.0M
Caxton Associates LLP 0.08% Add +666.7% 195,313 $3.0M
CoreCommodity Management, LLC 0.47% Add +44.7% 190,293 $2.9M
Verition Fund Management LLC 0.02% Add +78.6% 189,911 $2.9M
Swiss National Bank 0.00% Reduce -0.8% 189,800 $2.9M
First Trust Advisors LP 0.00% Reduce -23.0% 189,706 $2.9M
Energy Income Partners, LLC 0.06% Reduce -1.6% 188,467 $2.9M
Dean Capital Management 1.16% Add +61.7% 186,583 $2.8M
Engineers Gate Manager LP 0.03% New 185,046 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -4.0% 179,527 $2.7M
Susquehanna Portfolio Strategies, LLC 0.06% New 171,901 $2.6M
California Public Employees Retirement System 0.00% Add +1.9% 171,115 $2.6M
Nordea Investment Management AB 0.00% Add +1.4% 152,766 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Add +7.3% 152,375 $2.3M
Raymond James Financial Inc. 0.00% Add +7.8% 148,557 $2.3M
Pinnacle Associates Ltd. 0.03% Reduce -25.3% 147,298 $2.2M
Bank of Montreal 0.00% Add +23.6% 144,062 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -30.5% 142,100 $2.2M
Grace & White Inc. 0.39% Add +23.3% 139,742 $2.1M
Citadel Advisors 0.00% New 133,190 $2.0M
Money Concepts Capital Corp. 0.13% Add +157.1% 129,705 $2.0M
Legato Capital Management LLC 0.21% Add +60.7% 116,827 $1.8M
Allianz Asset Management GmbH 0.00% Add +15.3% 114,555 $1.7M
Millennium Management 0.00% Reduce -43.7% 114,021 $1.7M
Alliancebernstein L.P. 0.00% Reduce -83.4% 109,979 $1.7M
AQR Capital Management 0.00% Reduce -56.8% 109,754 $1.7M
Holocene Advisors, LP 0.00% New 107,935 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +9.4% 105,447 $1.6M
Rodgers Brothers Inc. 0.20% Add +1.0% 104,525 $1.6M
Nisa Investment Advisors, LLC 0.01% Add +9.0% 101,761 $1.5M
Citigroup Inc. 0.00% Reduce -37.4% 101,702 $1.5M
New York State Teachers Retirement System 0.00% Reduce -7.7% 99,310 $1.5M
Palisade Capital Management, LP 0.05% Add +5.8% 96,624 $1.5M
Private Capital Management, LLC 0.15% Add +61.0% 95,000 $1.4M
Janus Henderson Group PLC 0.00% Add +7.2% 94,276 $1.4M
Comerica Bank 0.01% Add +27.9% 94,083 $1.4M
LMCG Investments, LLC 0.09% Reduce -22.6% 93,055 $1.4M
Capital Investment Counsel, Inc 0.19% Add +4.5% 92,004 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +9.2% 91,553 $1.4M
California State Teachers Retirement System 0.00% Add +0.7% 91,165 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Add +255.2% 85,169 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -62.4% 84,686 $1.3M
Intech Investment Management LLC 0.01% Reduce -6.8% 84,296 $1.3M
Profit Investment Management, LLC 1.12% No change 81,762 $1.2M
Jain Global LLC 0.02% New 76,200 $1.2M
Thrivent Financial for Lutherans 0.00% Add +0.1% 73,103 $1.1M
Advisors Asset Management, Inc. 0.02% New 73,052 $1.1M
Franklin Resources Inc. 0.00% Reduce -1.2% 68,710 $1.0M
Point72 Asset Management 0.00% Reduce -11.3% 65,155 $988K
Hussman Strategic Advisors, Inc. 0.22% New 63,000 $955K
XTX Topco Ltd 0.04% New 62,602 $949K
Commonwealth Equity Services, LLC 0.00% Add +56.0% 61,678 $935K
State of Alaska, Department of Revenue 0.01% Add +7.5% 59,223 $897K
MetLife Investment Management, LLC 0.01% No change 58,099 $881K
Campbell & CO Investment Adviser LLC 0.05% Reduce -1.1% 56,043 $850K
Calamos Advisors LLC 0.01% No change 53,800 $816K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.6% 53,001 $803K
TCFG Wealth Management, LLC 0.35% New 50,536 $766K
US Bancorp \de 0.00% Reduce -2.8% 50,178 $761K
Cozad Asset Management Inc. 0.07% Add +8.0% 49,390 $749K
Canada Pension Plan Investment Board 0.00% Reduce -42.5% 49,200 $746K
Interval Partners, LP 0.02% New 48,479 $735K
Farringdon Capital, Ltd. 0.24% New 47,211 $716K
Freestone Grove Partners LP 0.01% Add +12.3% 47,166 $715K
Evergreen Capital Management LLC 0.02% Add +64.5% 46,617 $707K
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 46,400 $703K
Illinois Municipal Retirement Fund 0.01% Reduce -12.8% 45,289 $687K
Radnor Capital Management, LLC 0.11% Add +1.5% 43,674 $662K
Yousif Capital Management, LLC 0.01% Add +2.4% 39,714 $602K
Cadence Wealth Management LLC 0.40% Add +79.3% 39,700 $602K
Hara Capital LLC 0.37% Reduce -56.5% 39,324 $596K
Tejara Capital Ltd 0.27% New 39,000 $591K
Regions Financial Corp. 0.00% Add +28.6% 38,924 $590K
Ensign Peak Advisors, Inc 0.00% No change 38,612 $585K
Cary Street Partners Financial LLC 0.02% Add +113.4% 38,178 $579K
B&D White Capital Company, LLC 0.09% New 37,000 $561K
Squarepoint Ops LLC 0.00% Reduce -44.3% 36,508 $553K
BWM Planning, LLC 0.19% Reduce -14.2% 36,388 $552K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.9% 35,426 $537K
William B. Walkup & Associates, Inc. 0.31% No change 35,241 $534K
KLP Kapitalforvaltning As 0.00% Add +72.6% 34,700 $526K
MML Investors Services, LLC 0.00% Add +12.8% 34,416 $522K
Creative Planning 0.00% Add +31.6% 34,001 $515K
FORA Capital, LLC 0.06% New 32,995 $500K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -7.2% 31,831 $483K
CW Advisors, LLC 0.00% New 31,256 $474K
AlphaQuest LLC 0.04% Add +18.0% 30,226 $458K
New York State Common Retirement Fund 0.00% Reduce -81.9% 29,922 $454K
Arizona State Retirement System 0.00% Add +2.4% 29,002 $440K
Maryland State Retirement & Pension System 0.01% No change 29,000 $440K
Quantinno Capital Management LP 0.00% Add +159.9% 28,801 $437K
Amalgamated Bank 0.00% Add +0.3% 28,338 $430K
Benjamin Edwards Inc. 0.01% New 27,968 $424K
State Board of Administration of Florida Retirement System 0.00% No change 26,734 $405K
Harbor Capital Advisors, Inc. 0.02% Reduce -9.2% 26,682 $404K
Voya Investment Management LLC 0.00% Add +1.0% 26,625 $404K
Entropy Technologies, LP 0.03% New 26,535 $402K
Moody National Bank Trust Division 0.04% Reduce -0.9% 26,256 $398K
Nicola Wealth Management LTD. 0.04% No change 25,900 $393K
Dynamic Technology Lab Private Ltd 0.05% New 25,854 $392K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.3% 25,524 $387K
LPL Financial LLC 0.00% Add +0.2% 25,320 $384K
Eads & Heald Wealth Management 0.19% New 24,850 $377K
Sei Investments Co. 0.00% Reduce -33.4% 24,475 $371K
State of Tennessee, Department of Treasury 0.00% No change 24,138 $366K
State of Wisconsin Investment Board 0.00% Add +123.6% 23,610 $358K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.8% 23,016 $349K
Vanguard Personalized Indexing Management, LLC 0.00% Add +39.3% 22,696 $344K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 22,561 $342K
Hennessy Advisors Inc. 0.01% No change 22,000 $334K
Channing Capital Management, LLC 0.01% Reduce -4.1% 21,922 $332K
Sigma Planning Corp 0.01% New 21,919 $332K
Bokf, NA 0.01% Reduce -36.7% 21,778 $330K
ProShare Advisors LLC 0.00% Reduce -6.8% 21,636 $328K
Police & Firemen's Retirement System of New Jersey 0.00% No change 21,583 $327K
Mariner, LLC 0.00% Reduce -2.8% 21,256 $322K
Fifth Third Bancorp 0.00% Add +2.2% 21,152 $321K
PNC Financial Services Group, Inc. 0.00% Reduce -34.8% 21,021 $319K
Profund Advisors LLC 0.01% Add +12.6% 21,010 $319K
Pathstone Holdings, LLC 0.00% Reduce -33.7% 20,098 $305K
Rwa Wealth Partners, LLC 0.00% New 20,000 $303K
Kestra Advisory Services, LLC 0.00% Add +118.6% 18,974 $288K
HighTower Advisors, LLC 0.00% Reduce -3.6% 18,767 $285K
Orion Porfolio Solutions, LLC 0.00% Add +10.7% 18,523 $281K
O'shaughnessy Asset Management, LLC 0.00% Add +37.8% 17,949 $272K
Pictet Asset Management Holding SA 0.00% Reduce -1.3% 17,332 $263K
Marshall Wace, LLP 0.00% New 17,005 $258K
Guggenheim Capital LLC 0.00% Add +22.1% 16,973 $257K
Quotient Wealth Partners, LLC 0.01% Add +57.7% 16,964 $257K
Centiva Capital, LP 0.02% Reduce -56.7% 16,884 $256K
Virtu Financial LLC 0.01% New 16,840 $255K
Keybank National Association 0.00% Reduce -14.7% 16,650 $252K
Stifel Financial Corp. 0.00% Add +1.3% 16,273 $247K
J. Safra Sarasin Holding AG 0.00% No change 16,236 $246K
Hedges Asset Management LLC 0.19% New 16,000 $243K
Cetera Investment Advisers 0.00% Reduce -33.6% 15,215 $231K
Teacher Retirement System of Texas 0.00% Add +4.5% 15,088 $229K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.5% 14,650 $222K
Atria Investments, Inc 0.00% Add +22.1% 14,581 $221K
Savant Capital, LLC 0.00% Reduce -26.6% 14,332 $217K
Royce & Associates LP 0.00% Reduce -38.5% 14,130 $214K
Scissortail Wealth Management, LLC 0.05% No change 13,976 $212K
Schonfeld Strategic Advisors LLC 0.00% Reduce -84.8% 13,956 $212K
HSBC Holdings PLC 0.00% Reduce -39.5% 13,355 $205K
Fruth Investment Management 0.06% No change 13,400 $203K
Neuberger Berman Group LLC 0.00% Reduce -34.9% 13,314 $202K
Ridgewood Investments LLC 0.09% Reduce -2.3% 13,077 $198K
Tweedy, Browne Co LLC 0.02% New 12,826 $194K
Exchange Traded Concepts, LLC 0.00% Add +176.0% 12,826 $194K
Mutual of America Capital Management LLC 0.00% Reduce -11.8% 12,771 $194K
Brown Advisory Inc. 0.00% New 12,675 $192K
Public Employees Retirement Association of Colorado 0.00% No change 12,659 $192K
SummitTX Capital, L.P. 0.01% New 12,624 $191K
Farther Finance Advisors, LLC 0.00% Reduce -2.8% 12,531 $190K
Cerity Partners LLC 0.00% Add +30.7% 12,490 $189K
Axq Capital, LP 0.06% New 12,439 $189K
Olistico Wealth, LLC 0.10% Reduce -4.0% 12,065 $183K
Jump Financial, LLC 0.00% New 12,007 $182K
Cibc World Markets Corp. 0.00% Reduce -45.5% 11,917 $181K
Alpha Wealth Funds, LLC 0.17% New 11,700 $180K
Jefferies Financial Group Inc. 0.00% New 11,490 $174K
Rexford Capital Inc. 0.14% — 11,100 $168K
Capital Advisors Inc. 0.00% Reduce -1.9% 11,001 $167K
Tower Research Capital LLC (TRC) 0.00% Add +134.6% 10,959 $166K
Walleye Capital LLC 0.00% New 10,823 $164K
Abel Hall, LLC 0.08% New 10,753 $163K
Connable Office Inc. 0.02% No change 10,617 $161K
Versor Investments LP 0.03% Reduce -58.6% 10,564 $160K
Ethic Inc. 0.00% New 10,396 $160K
SG Americas Securities, LLC 0.00% Add +38.5% 10,449 $158K
Concurrent Investment Advisors, LLC 0.00% Add +4.5% 10,290 $156K
Ameritas Investment Partners, Inc. 0.00% No change 10,113 $153K
DRW Securities, LLC 0.01% New 10,107 $153K
Captrust Financial Advisors 0.00% Reduce -4.2% 10,010 $152K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -65.4% 9,447 $143K
Northwestern Mutual Wealth Management Co. 0.00% Add +454.6% 7,909 $120K
Walleye Trading LLC 0.00% New 7,281 $110K
EMC Capital Management 0.06% New 7,249 $110K
Osaic Holdings, Inc. 0.00% Reduce -82.0% 7,078 $109K
Shell Asset Management Co. 0.00% Reduce -9.9% 6,984 $106K
Simplex Trading, LLC 0.00% Add +109.7% 6,799 $103K
Covestor Ltd 0.05% Add +192.1% 5,909 $90K
Jones Financial Companies LLLP 0.00% Add +68.5% 5,200 $80K
SBI Securities Co., Ltd. 0.00% Add +27.4% 4,940 $75K
Point72 Hong Kong Ltd 0.01% New 4,864 $74K
Cwm, LLC 0.00% Reduce -19.9% 4,540 $69K
Clearstead Advisors, LLC 0.00% No change 4,377 $66K
Summit Securities Group LLC 0.02% New 4,266 $65K
Caitong International Asset Management Co., Ltd 0.05% New 4,218 $64K
Leonteq Securities AG 0.00% New 4,125 $63K
GAMMA Investing LLC 0.00% Add +29.2% 4,092 $62K
KBC Group NV 0.00% Reduce -36.6% 3,079 $47K
Point72 (DIFC) Ltd 0.00% New 2,976 $45K
Sterling Capital Management LLC 0.00% Add +55.3% 2,640 $40K
Group One Trading LLC 0.00% Reduce -16.5% 2,526 $38K
Brooklyn Investment Group 0.00% New 2,109 $32K
Smartleaf Asset Management LLC 0.00% Reduce -21.6% 2,050 $32K
Eastern Bank 0.00% No change 2,017 $31K
Chilton Capital Management LLC 0.00% No change 2,000 $30K
Nomura Asset Management Co. Ltd. 0.00% No change 1,940 $29K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,674 $25K
EverSource Wealth Advisors, LLC 0.00% Add +2433.8% 1,647 $25K
NFSG Corp 0.00% New 1,500 $23K
IFP Advisors, Inc 0.00% Reduce -0.3% 1,319 $22K
Geneos Wealth Management Inc. 0.00% Add +3023.3% 1,343 $20K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Add +906.0% 1,338 $20K
Signaturefd, LLC 0.00% Add +143.1% 1,330 $20K
Principal Securities, Inc. 0.00% Add +281.5% 1,301 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Add +533.5% 1,191 $18K
Versant Capital Management, Inc 0.00% Reduce -31.9% 1,157 $18K
Blue Trust, Inc. 0.00% Add +111.4% 1,093 $17K
Cullen/Frost Bankers, Inc. 0.00% Add +1.6% 1,006 $15K
CENTRAL TRUST Co 0.00% No change 885 $13K
MAI Capital Management 0.00% Add +751.6% 809 $12K
Private Trust Co. NA 0.00% Add +85.5% 809 $12K
Essex Investment Management Co. LLC 0.00% No change 733 $11K
Huntington National Bank 0.00% Add +4785.7% 684 $10K
Hantz Financial Services, Inc. 0.00% Add +585.1% 644 $10K
Parkside Financial Bank & Trust 0.00% Add +51.4% 560 $8K
Manchester Capital Management LLC 0.00% No change 540 $8K
Global Retirement Partners, LLC 0.00% — 533 $8K
NewSquare Capital LLC 0.00% Reduce -99.7% 512 $8K
Bartlett & Co. Wealth Management LLC 0.00% No change 500 $8K
Physician Wealth Advisors, Inc. 0.00% Add +369.0% 469 $7K
ORG Partners LLC 0.00% Reduce -3.7% 445 $7K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 460 $7K
Parallel Advisors, LLC 0.00% Add +14.9% 439 $7K
State of Wyoming 0.00% Reduce -92.4% 420 $6K
STRS Ohio 0.00% No change 400 $6K
Park Place Capital Corp 0.00% No change 380 $6K
Private Wealth Management Group, LLC 0.00% Add +153.8% 396 $6K
Fortitude Family Office, LLC 0.00% Add +428.6% 370 $6K
UMB Bank, n.a. 0.00% Reduce -59.3% 370 $6K
Kentucky Trust Co 0.00% New 365 $6K
Westside Investment Management, Inc. 0.00% New 340 $5K
Sound Income Strategies, LLC 0.00% Reduce -48.5% 319 $5K
Armstrong Advisory Group, Inc. 0.00% New 300 $5K
Alpine Bank Wealth Management 0.00% No change 299 $5K
High Note Wealth, LLC 0.00% New 285 $4K
Allworth Financial LP 0.00% Add +1.1% 278 $4K
NewEdge Advisors, LLC 0.00% Reduce -99.2% 278 $4K
Bessemer Group Inc. 0.00% Reduce -30.0% 252 $4K
Larson Financial Group LLC 0.00% Add +2209.1% 254 $4K
GHP Investment Advisors, Inc. 0.00% New 233 $4K
SJS Investment Consulting Inc. 0.00% Add +1.4% 214 $3K
Bare Financial Services, Inc 0.00% Add +317.6% 213 $3K
Tompkins Financial Corp. 0.00% No change 179 $3K
Arax Advisory Partners 0.00% Add +133.8% 173 $3K
MV Capital Management, Inc. 0.00% Add +1345.5% 159 $2K
Ameriflex Group, Inc. 0.00% No change 146 $2K
Red Tortoise LLC 0.00% Add +83.8% 147 $2K
Coston, McIsaac & Partners 0.00% No change 163 $2K
Cornerstone Planning Group LLC 0.00% Reduce -52.4% 90 $1K
Colonial Trust Co / SC 0.00% No change 91 $1K
Prestige Wealth Management Group LLC 0.00% New 92 $1K
Capital A Wealth Management, LLC 0.02% New 38 $1K
Rothschild Investment LLC 0.00% Add +100.0% 90 $1K
National Bank of Canada 0.00% New 82 $1K
Bruce G. Allen Investments, LLC 0.00% Add +139.4% 79 $1K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 72 $1K
Farmers & Merchants Investments Inc. 0.00% No change 70 $1K
Key Financial Inc 0.00% No change 64 $970
Retirement Wealth Solutions LLC 0.00% Add +1.6% 63 $955
Quarry LP 0.00% Reduce -98.2% 57 $864
Spire Wealth Management 0.00% No change 50 $758
Valued Wealth Advisors LLC 0.00% No change 46 $698
Raffa Wealth Management, LLC 0.00% No change 45 $682
Twin Peaks Wealth Advisors, LLC 0.00% New 34 $598
AdvisorNet Financial, Inc 0.00% No change 39 $591
Country Trust Bank 0.00% New 30 $455
Clearstead Trust, LLC 0.00% New 24 $364
GPS Wealth Strategies Group, LLC 0.00% Add +4.5% 23 $346
Optiver Holding B.V. 0.00% Reduce -88.7% 19 $288
Kilter Group LLC 0.00% New 18 $273
WealthTrak Capital Management LLC 0.00% No change 10 $152
Steward Partners Investment Advisory, LLC 0.00% Add +125.0% 9 $136
Abound Wealth Management 0.00% No change 6 $91
Assetmark, Inc. 0.00% New 5 $76
DiNuzzo Private Wealth, Inc. 0.00% Reduce -70.0% 3 $46
Creekmur Asset Management LLC 0.00% Add +200.0% 3 $39
Rialto Wealth Management, LLC 0.00% New 2 $31
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $30
Bay Harbor Wealth Management, LLC 0.00% Reduce -50.0% 1 $15
Capital Advisors, Ltd. LLC 0.00% Reduce -99.6% 2 $0
Hemington Wealth Management 0.00% Reduce -84.8% 9 $0

"% of holder's portfolio" is HP's weight in each manager's 13F, not the share of Helmerich & Payne the manager owns.