Helmerich & PayneHP

13F holders, Q3 2025 (September 30)
338holders −2
49new positions
49sold out
10famous investors
$22.09avg. 13F price*

At the end of Q3 2025, 338 institutions reported holding Helmerich & Payne (HP) in their 13F filings, down 2 from Q2 2025. 49 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($319.7M), Vanguard Group Inc. ($239.7M) and State Farm Mutual Automobile Insurance Co. ($173.2M). 10 famous investors held it, including Prem Watsa (1.3% of Fairfax Financial Holdings's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions49$64.3M
Exits49$23.5M

All 13F filers, Q2 2025 → Q3 2025: 9,096,635 shares bought and 8,998,714 shares sold, net +97,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 338 holders

BlackRock, Inc. 0.01% Reduce -1.1% 14,472,844 $319.7M
Vanguard Group Inc. 0.00% Reduce -1.3% 10,852,479 $239.7M
State Farm Mutual Automobile Insurance Co. 0.14% No change 7,841,430 $173.2M
Dimensional Fund Advisors LP 0.02% Reduce -7.5% 4,970,330 $109.8M
State Street Corp. 0.00% Add +2.5% 4,189,343 $92.5M
American Century Companies Inc. 0.04% Add +7.7% 3,474,036 $76.7M
Earnest Partners LLC 0.30% Reduce -3.1% 3,144,294 $69.5M
Invesco Ltd. 0.01% Add +1.5% 3,003,086 $66.3M
Morgan Stanley 0.00% Add +28.3% 2,836,634 $62.7M
Victory Capital Management Inc. 0.03% Reduce -28.4% 2,638,885 $58.3M
Geode Capital Management, LLC 0.00% Add +0.2% 2,330,245 $51.5M
Balyasny Asset Management L.P. 0.10% Add +4.3% 2,132,265 $47.1M
Fisher Asset Management 0.01% Reduce -3.1% 1,706,123 $37.7M
Van Eck Associates Corp. 0.03% Add +17.6% 1,550,279 $34.2M
Northern Trust Corp. 0.00% Add +0.6% 1,333,742 $29.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.9% 1,288,669 $28.5M
Ameriprise Financial Inc. 0.01% Add +316.9% 1,218,057 $26.9M
Fairfax Financial Holdings 1.26% Add +20.5% 1,174,105 $25.9M
LSV Asset Management 0.06% Reduce -18.6% 1,149,262 $25.4M
Goldman Sachs Group Inc. 0.00% Add +98.2% 1,023,697 $22.6M
UBS Group AG 0.00% Add +24.6% 988,154 $21.8M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 973,750 $21.5M
Sprott Inc. 0.80% Reduce -0.8% 968,908 $21.4M
Encompass Capital Advisors LLC 0.78% New 785,107 $17.3M
Bank of America Corp. 0.00% Reduce -14.4% 714,927 $15.8M
Systematic Financial Management LP 0.34% Add +0.0% 624,404 $13.8M
Millennium Management 0.01% Add +439.3% 614,884 $13.6M
Segall Bryant & Hamill, LLC 0.17% Reduce -8.8% 571,144 $12.6M
Bridgeway Capital Management, LLC 0.25% Add +4.4% 539,911 $11.9M
Royal Bank of Canada 0.00% Reduce -3.9% 535,939 $11.8M
Macquarie Group Ltd. 0.01% Add +45.0% 520,589 $11.5M
Renaissance Technologies 0.01% Add +104.2% 488,100 $10.8M
Principal Financial Group Inc. 0.01% Reduce -2.6% 479,921 $10.6M
Alyeska Investment Group, L.P. 0.03% New 440,859 $9.7M
Point72 Asset Management 0.02% Add +564.1% 432,719 $9.6M
Voloridge Investment Management, LLC 0.03% Add +99.2% 391,004 $8.6M
Public Sector Pension Investment Board 0.03% Add +14.6% 387,865 $8.6M
Allianz Asset Management GmbH 0.01% Add +234.7% 383,437 $8.5M
NFJ Investment Group, LLC 0.29% Reduce -0.7% 382,355 $8.4M
Sagefield Capital LP 0.93% New 376,450 $8.3M
BNP Paribas Financial Markets 0.01% Reduce -40.1% 374,628 $8.3M
Empowered Funds, LLC 0.08% Add +5.7% 369,911 $8.2M
Kornitzer Capital Management Inc. 0.16% Reduce -2.5% 363,399 $8.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.7% 318,804 $7.0M
Gibraltar Capital Management, Inc. 1.22% Reduce -1.2% 307,619 $6.8M
Rhumbline Advisers 0.01% Add +1.2% 306,386 $6.8M
Energy Income Partners, LLC 0.13% Add +56.6% 295,163 $6.5M
Susquehanna Portfolio Strategies, LLC 0.10% Add +65.1% 283,761 $6.3M
FMR LLC 0.00% Reduce -47.1% 280,695 $6.2M
First Trust Advisors LP 0.00% Add +44.2% 273,613 $6.0M
Legal & General Group Plc 0.00% Reduce -5.7% 268,241 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -14.9% 247,005 $5.5M
GMO 0.02% New 246,800 $5.5M
Edgestream Partners, L.P. 0.15% New 230,615 $5.1M
PEAK6 LLC 0.12% New 224,815 $5.0M
Wells Fargo & Company 0.00% Add +7.4% 222,232 $4.9M
Nuveen, LLC 0.00% Add +0.8% 211,590 $4.7M
Bank of Montreal 0.00% Add +43.7% 207,053 $4.6M
Wedge Capital Management L L P 0.07% Reduce -26.5% 193,973 $4.3M
Swiss National Bank 0.00% Add +1.5% 192,700 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +27.4% 181,027 $4.0M
Citadel Advisors 0.00% Add +24.4% 165,648 $3.7M
Dean Investment Associates, LLC 0.50% Reduce -29.8% 162,696 $3.6M
Barclays PLC 0.00% Reduce -72.1% 161,489 $3.6M
AQR Capital Management 0.00% Add +46.1% 160,319 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +3.1% 157,037 $3.5M
Freestone Grove Partners LP 0.02% Add +213.0% 147,623 $3.3M
Pinnacle Associates Ltd. 0.04% Reduce -3.4% 142,236 $3.1M
Mountain Lake Investment Management LLC 2.24% New 136,393 $3.0M
Dean Capital Management 1.16% Reduce -28.1% 134,159 $3.0M
Money Concepts Capital Corp. 0.18% Add +2.9% 133,504 $2.9M
Grace & White Inc. 0.52% Reduce -5.3% 132,292 $2.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -92.3% 131,586 $2.9M
Susquehanna International Group, LLP 0.00% Reduce -31.4% 123,128 $2.7M
CoreCommodity Management, LLC 0.48% Reduce -36.8% 120,350 $2.7M
Advisors Asset Management, Inc. 0.04% Add +61.5% 117,958 $2.6M
JPMorgan Chase & Co. 0.00% Reduce -48.9% 114,637 $2.5M
Prudential Financial Inc. 0.00% Add +8.2% 111,569 $2.5M
Marshall Wace, LLP 0.00% Add +534.2% 107,846 $2.4M
Alliancebernstein L.P. 0.00% Reduce -7.3% 101,916 $2.3M
Palisade Capital Management, LP 0.07% Add +4.0% 100,526 $2.2M
Lighthouse Investment Partners, LLC 0.08% New 100,000 $2.2M
New York State Teachers Retirement System 0.00% Add +0.4% 99,710 $2.2M
Rodgers Brothers Inc. 0.26% Reduce -7.9% 96,275 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 95,004 $2.1M
TCFG Wealth Management, LLC 0.82% Add +85.9% 93,948 $2.1M
Deutsche Bank AG 0.00% Reduce -70.9% 91,701 $2.0M
Nisa Investment Advisors, LLC 0.01% Reduce -10.2% 91,357 $2.0M
California State Teachers Retirement System 0.00% Add +0.0% 91,169 $2.0M
Capital Investment Counsel, Inc 0.24% Reduce -1.2% 90,906 $2.0M
Private Capital Management, LLC 0.18% Reduce -7.8% 87,600 $1.9M
Legato Capital Management LLC 0.20% Reduce -28.1% 83,974 $1.9M
Comerica Bank 0.01% Reduce -19.6% 75,631 $1.7M
Creative Planning 0.00% Add +117.9% 74,096 $1.6M
Interval Partners, LP 0.03% Add +48.9% 72,159 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -1.9% 71,739 $1.6M
Franklin Resources Inc. 0.00% Add +2.7% 70,557 $1.6M
Intech Investment Management LLC 0.01% Reduce -16.9% 70,042 $1.5M
Verition Fund Management LLC 0.01% Reduce -63.4% 69,581 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +12.3% 69,270 $1.5M
Russell Investments Group, Ltd. 0.00% Reduce -27.1% 61,737 $1.4M
LMCG Investments, LLC 0.08% Reduce -33.9% 61,544 $1.4M
MetLife Investment Management, LLC 0.01% No change 58,099 $1.3M
Citigroup Inc. 0.00% Reduce -46.3% 54,587 $1.2M
Calamos Advisors LLC 0.01% No change 53,800 $1.2M
Illinois Municipal Retirement Fund 0.01% Add +15.4% 52,262 $1.2M
Profit Investment Management, LLC 1.42% Reduce -37.5% 51,063 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -15.5% 50,036 $1.1M
Cozad Asset Management Inc. 0.09% Add +1.3% 50,013 $1.1M
Canada Pension Plan Investment Board 0.00% No change 49,200 $1.1M
Hara Capital LLC 0.64% Add +24.9% 49,123 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +398.3% 47,073 $1.0M
Raymond James Financial Inc. 0.00% Reduce -68.5% 46,822 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 45,700 $1.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 44,929 $992K
US Bancorp \de 0.00% Reduce -11.0% 44,673 $987K
State of Tennessee, Department of Treasury 0.00% Add +81.4% 43,793 $967K
Janus Henderson Group PLC 0.00% Reduce -55.6% 41,883 $926K
Cadence Wealth Management LLC 0.48% Add +4.2% 41,348 $913K
Evergreen Capital Management LLC 0.02% Reduce -12.2% 40,951 $905K
Engineers Gate Manager LP 0.01% Reduce -77.9% 40,884 $903K
Schonfeld Strategic Advisors LLC 0.01% Add +190.0% 40,468 $894K
Jane Street Group, LLC 0.00% Reduce -90.7% 38,792 $857K
Regions Financial Corp. 0.01% Reduce -0.7% 38,669 $854K
Cary Street Partners Financial LLC 0.02% Reduce -0.3% 38,045 $840K
BWM Planning, LLC 0.24% No change 36,388 $804K
William B. Walkup & Associates, Inc. 0.42% No change 35,241 $778K
Oppenheimer Asset Management Inc. 0.01% Reduce -0.6% 35,225 $778K
KLP Kapitalforvaltning As 0.00% No change 34,700 $767K
LMR Partners LLP 0.01% New 33,998 $751K
Voleon Capital Management LP 0.02% New 33,989 $751K
Yousif Capital Management, LLC 0.01% Reduce -14.5% 33,949 $750K
Allspring Global Investments Holdings, LLC 0.00% Reduce -86.4% 32,361 $748K
Sei Investments Co. 0.00% Add +35.9% 33,256 $735K
LPL Financial LLC 0.00% Add +27.6% 32,296 $713K
Benjamin Edwards Inc. 0.01% Add +12.0% 31,317 $692K
D. E. Shaw & Co. 0.00% New 30,951 $684K
Quantinno Capital Management LP 0.00% Add +6.5% 30,660 $677K
New York State Common Retirement Fund 0.00% No change 29,922 $661K
Arizona State Retirement System 0.00% Add +1.4% 29,418 $650K
AlphaQuest LLC 0.04% Reduce -3.5% 29,158 $644K
Amalgamated Bank 0.00% Add +1.7% 28,813 $636K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -10.5% 28,483 $629K
Pathstone Holdings, LLC 0.00% Add +41.4% 28,412 $628K
Police & Firemen's Retirement System of New Jersey 0.00% Add +23.9% 26,741 $591K
State Board of Administration of Florida Retirement System 0.00% No change 26,734 $591K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.3% 26,403 $583K
Tweedy, Browne Co LLC 0.05% Add +105.8% 26,389 $583K
Exchange Traded Concepts, LLC 0.01% Add +105.8% 26,389 $583K
Moody National Bank Trust Division 0.05% Reduce -1.0% 25,995 $574K
Nicola Wealth Management LTD. 0.05% No change 25,900 $572K
Cetera Investment Advisers 0.00% Add +68.2% 25,595 $565K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.8% 25,325 $559K
PNC Financial Services Group, Inc. 0.00% Add +16.9% 24,579 $543K
Guggenheim Capital LLC 0.00% Add +42.3% 24,150 $533K
MML Investors Services, LLC 0.00% Reduce -30.3% 23,984 $530K
Harbor Capital Advisors, Inc. 0.04% Reduce -10.8% 23,800 $526K
SG Americas Securities, LLC 0.00% Add +120.4% 23,031 $509K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 23,016 $508K
Profund Advisors LLC 0.02% Add +8.4% 22,774 $503K
Mariner, LLC 0.00% Add +7.1% 22,759 $503K
Trexquant Investment LP 0.01% New 22,637 $500K
Quantbot Technologies LP 0.01% New 22,587 $499K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 22,361 $494K
Stifel Financial Corp. 0.00% Add +36.3% 22,176 $490K
Hennessy Advisors Inc. 0.02% No change 22,000 $486K
Bokf, NA 0.01% No change 21,778 $481K
Vise Technologies, Inc. 0.02% New 21,640 $478K
Sigma Planning Corp 0.01% Reduce -3.3% 21,198 $468K
Caxton Associates LLP 0.01% Reduce -89.2% 21,188 $468K
Ensign Peak Advisors, Inc 0.00% Reduce -46.0% 20,862 $461K
Rwa Wealth Partners, LLC 0.01% No change 20,000 $442K
HighTower Advisors, LLC 0.00% Add +6.2% 19,932 $440K
Fifth Third Bancorp 0.00% Reduce -5.9% 19,905 $440K
Orion Porfolio Solutions, LLC 0.00% Add +4.5% 19,362 $428K
Eads & Heald Wealth Management 0.20% Reduce -23.3% 19,070 $421K
Cerity Partners LLC 0.00% Add +50.9% 18,841 $416K
Dark Forest Capital Management LP 0.02% New 18,773 $415K
Savant Capital, LLC 0.00% Add +28.7% 18,442 $407K
ProShare Advisors LLC 0.00% Reduce -15.6% 18,266 $403K
Tidal Investments LLC 0.00% New 18,059 $399K
Voya Investment Management LLC 0.00% Reduce -34.0% 17,566 $388K
Quotient Wealth Partners, LLC 0.01% Add +0.0% 16,966 $375K
Hedges Asset Management LLC 0.28% Add +1.9% 16,300 $360K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,983 $356K
Captrust Financial Advisors 0.00% Add +60.2% 16,036 $354K
DRW Securities, LLC 0.02% Add +59.3% 16,100 $353K
Brown Advisory Inc. 0.00% Add +23.7% 15,675 $346K
Pictet Asset Management Holding SA 0.00% Reduce -11.4% 15,348 $339K
Apollon Wealth Management, LLC 0.01% New 14,739 $326K
Wilmington Savings Fund Society, FSB 0.01% Reduce -1.0% 14,500 $320K
Simplex Trading, LLC 0.01% Add +112.7% 14,463 $319K
Maryland State Retirement & Pension System 0.01% Reduce -50.7% 14,296 $316K
Holocene Advisors, LP 0.00% Reduce -86.8% 14,277 $315K
Cwm, LLC 0.00% Add +208.4% 14,000 $309K
Scissortail Wealth Management, LLC 0.07% No change 13,976 $309K
Fruth Investment Management 0.08% Reduce -0.8% 13,300 $293K
Teacher Retirement System of Texas 0.00% Reduce -13.7% 13,018 $288K
Ridgewood Investments LLC 0.12% Reduce -0.7% 12,984 $287K
Atria Investments, Inc 0.00% Reduce -11.5% 12,910 $285K
Keybank National Association 0.00% Reduce -23.4% 12,750 $282K
Public Employees Retirement Association of Colorado 0.00% No change 12,659 $280K
Neuberger Berman Group LLC 0.00% Reduce -4.9% 12,666 $280K
Covestor Ltd 0.15% Add +111.5% 12,500 $276K
Ethic Inc. 0.00% Add +19.0% 12,371 $273K
Channing Capital Management, LLC 0.01% Reduce -44.5% 12,167 $269K
Olistico Wealth, LLC 0.14% No change 12,065 $267K
Cullen Capital Management, LLC 0.00% New 11,846 $262K
Stephens Inc. 0.00% New 11,658 $258K
Rexford Capital Inc. 0.19% Add +2.7% 11,400 $252K
Axq Capital, LP 0.10% Reduce -9.4% 11,271 $249K
Mutual of America Capital Management LLC 0.00% Reduce -12.8% 11,139 $246K
Bridgefront Capital, LLC 0.07% New 11,126 $246K
Bridgewater Associates 0.00% New 11,054 $244K
Schroder Investment Management Group 0.00% New 10,931 $244K
Capital Advisors Inc. 0.00% No change 11,001 $243K
Boothbay Fund Management, LLC 0.01% New 10,998 $243K
Abel Hall, LLC 0.10% Add +0.1% 10,767 $238K
Bayesian Capital Management, LP 0.05% New 10,400 $230K
Mirabella Financial Services LLP 0.02% New 10,330 $228K
CIBC Bancorp USA Inc. 0.00% — 10,310 $228K
State of Wisconsin Investment Board 0.00% Reduce -56.8% 10,210 $226K
KLCM Advisors, Inc. 0.02% New 10,000 $221K
Corient Private Wealth LP 0.00% New 9,581 $212K
Gallagher Fiduciary Advisors, LLC 0.01% New 9,498 $210K
Farther Finance Advisors, LLC 0.00% Reduce -25.4% 9,352 $207K
Osaic Holdings, Inc. 0.00% Add +29.1% 9,140 $194K
Ameritas Investment Partners, Inc. 0.01% Reduce -20.1% 8,080 $178K
EMC Capital Management 0.08% No change 7,249 $160K
Sterling Capital Management LLC 0.00% Add +153.7% 6,697 $148K
Rockefeller Capital Management L.P. 0.00% New 6,640 $147K
Advisory Services Network, LLC 0.00% New 5,363 $118K
Point72 (DIFC) Ltd 0.01% Add +76.5% 5,254 $116K
Jones Financial Companies LLLP 0.00% Reduce -5.6% 4,910 $111K
SBI Securities Co., Ltd. 0.00% Add +0.5% 4,963 $110K
GAMMA Investing LLC 0.00% Reduce -6.9% 3,808 $84K
Signaturefd, LLC 0.00% Add +170.4% 3,596 $79K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.4% 3,352 $74K
KBC Group NV 0.00% No change 3,079 $68K
Quadrant Capital Group LLC 0.00% New 2,622 $58K
Smartleaf Asset Management LLC 0.00% Add +21.3% 2,487 $55K
Shell Asset Management Co. 0.01% Reduce -64.1% 2,507 $55K
Parallel Advisors, LLC 0.00% Add +407.1% 2,226 $49K
Eastern Bank 0.00% No change 2,017 $45K
Chilton Capital Management LLC 0.00% No change 2,000 $44K
Nomura Asset Management Co. Ltd. 0.00% No change 1,940 $43K
Hantz Financial Services, Inc. 0.00% Add +184.3% 1,831 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.5% 1,745 $39K
Arax Advisory Partners 0.00% Add +848.5% 1,641 $36K
Summit Securities Group LLC 0.01% Reduce -62.5% 1,600 $35K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -8.2% 1,536 $34K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.0% 1,516 $33K
NFSG Corp 0.01% No change 1,500 $33K
Versant Capital Management, Inc 0.00% Add +26.6% 1,465 $32K
Blue Trust, Inc. 0.00% Add +29.7% 1,418 $31K
Rothschild Investment LLC 0.00% Add +1377.8% 1,330 $29K
Leonteq Securities AG 0.00% Reduce -75.4% 1,013 $22K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.5% 981 $22K
ORG Partners LLC 0.00% Add +112.4% 945 $21K
IFP Advisors, Inc 0.00% Reduce -31.8% 899 $20K
CENTRAL TRUST Co 0.00% No change 885 $20K
Huntington National Bank 0.00% Add +23.4% 844 $19K
Private Trust Co. NA 0.00% No change 809 $18K
Salomon & Ludwin, LLC 0.00% New 758 $17K
Essex Investment Management Co. LLC 0.00% No change 733 $16K
Ameritas Advisory Services, LLC 0.00% New 565 $12K
Parkside Financial Bank & Trust 0.00% Add +0.5% 563 $12K
Manchester Capital Management LLC 0.00% No change 540 $12K
Allworth Financial LP 0.00% Add +93.5% 538 $12K
Global Retirement Partners, LLC 0.00% Reduce -3.9% 512 $11K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -93.6% 506 $11K
Geneos Wealth Management Inc. 0.00% Reduce -62.8% 500 $11K
Bartlett & Co. Wealth Management LLC 0.00% No change 500 $11K
Principal Securities, Inc. 0.00% Reduce -64.5% 462 $10K
GHP Investment Advisors, Inc. 0.00% Add +95.7% 456 $10K
UMB Bank, n.a. 0.00% Add +17.0% 433 $10K
STRS Ohio 0.00% No change 400 $9K
Private Wealth Management Group, LLC 0.00% No change 396 $9K
Park Place Capital Corp 0.00% No change 380 $8K
Wealthspire Advisors, LLC 0.00% New 376 $8K
Optiver Holding B.V. 0.00% Add +1879.0% 376 $8K
Kentucky Trust Co 0.00% No change 365 $8K
MAI Capital Management 0.00% Reduce -55.0% 364 $8K
Bessemer Group Inc. 0.00% Add +56.0% 393 $8K
Sound Income Strategies, LLC 0.00% Add +0.3% 320 $7K
Larson Financial Group LLC 0.00% Add +31.1% 333 $7K
Physician Wealth Advisors, Inc. 0.00% Reduce -32.4% 317 $7K
Armstrong Advisory Group, Inc. 0.00% No change 300 $7K
Alpine Bank Wealth Management 0.00% No change 299 $7K
Ameriflex Group, Inc. 0.00% Add +100.0% 292 $6K
High Note Wealth, LLC 0.00% Reduce -14.7% 243 $5K
MV Capital Management, Inc. 0.00% Add +41.5% 225 $5K
Cary Street Partners Investment Advisory LLC 0.00% New 209 $5K
Group One Trading LLC 0.00% Reduce -91.9% 204 $5K
Tompkins Financial Corp. 0.00% No change 179 $4K
Quent Capital, LLC 0.00% New 149 $3K
Red Tortoise LLC 0.00% No change 147 $3K
Essential Partners LLC 0.00% New 141 $3K
Coston, McIsaac & Partners 0.00% No change 163 $3K
Cornerstone Planning Group LLC 0.00% No change 90 $2K
National Bank of Canada 0.00% Add +24.4% 102 $2K
Atlantic Union Bankshares Corp 0.00% New 100 $2K
Bare Financial Services, Inc 0.00% Reduce -54.0% 98 $2K
Prestige Wealth Management Group LLC 0.00% No change 92 $2K
Kilter Group LLC 0.00% Add +305.6% 73 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 72 $2K
Johnson Financial Group, Inc. 0.00% New 70 $2K
Root Financial Partners, LLC 0.00% New 70 $2K
Key Financial Inc 0.00% No change 64 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -17.7% 65 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.1% 65 $1K
Bell Investment Advisors, Inc 0.00% New 61 $1K
Rialto Wealth Management, LLC 0.00% Add +2900.0% 60 $1K
Spire Wealth Management 0.00% No change 50 $1K
Transamerica Financial Advisors, LLC 0.00% New 50 $1K
Valued Wealth Advisors LLC 0.00% No change 46 $1K
Raffa Wealth Management, LLC 0.00% No change 45 $994
AdvisorNet Financial, Inc 0.00% No change 39 $862
Hughes Financial Services, LLC 0.00% New 29 $778
Quarry LP 0.00% Reduce -45.6% 31 $685
Cedar Mountain Advisors, LLC 0.00% New 30 $663
Country Trust Bank 0.00% No change 30 $663
Clearstead Trust, LLC 0.00% No change 24 $531
GPS Wealth Strategies Group, LLC 0.00% No change 23 $510
Fortitude Family Office, LLC 0.00% Reduce -93.8% 23 $508
Bear Mountain Capital, Inc. 0.00% New 14 $326
Assetmark, Inc. 0.00% No change 5 $110
Steward Partners Investment Advisory, LLC 0.00% Reduce -44.4% 5 $110
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $63
Creekmur Asset Management LLC 0.00% No change 3 $58
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 2 $45
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $44
Activest Wealth Management 0.00% Add +0.0% 1 $22
Retirement Wealth Solutions LLC 0.00% Reduce -98.4% 1 $21
Capital Advisors, Ltd. LLC 0.00% Reduce -50.0% 1 $0
Avion Wealth 0.00% New 25 $0
Hemington Wealth Management 0.00% Reduce -22.2% 7 $0
Cloud Capital Management, LLC 0.00% New 5 $0

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