Helmerich & PayneHP

13F holders, Q4 2025 (December 31)
360holders +22
50new positions
36sold out
7famous investors
$28.68avg. 13F price*

At the end of Q4 2025, 360 institutions reported holding Helmerich & Payne (HP) in their 13F filings, up 22 from Q3 2025. 50 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($422.4M), Vanguard Group Inc. ($308.6M) and State Farm Mutual Automobile Insurance Co. ($224.9M). 7 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions50$70.5M
Exits36$38.7M

All 13F filers, Q3 2025 → Q4 2025: 9,557,905 shares bought and 8,773,828 shares sold, net +784,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 360 holders

BlackRock, Inc. 0.01% Add +1.8% 14,726,559 $422.4M
Vanguard Group Inc. 0.00% Reduce -0.9% 10,759,269 $308.6M
State Farm Mutual Automobile Insurance Co. 0.18% No change 7,841,430 $224.9M
Dimensional Fund Advisors LP 0.03% Add +3.9% 5,165,265 $148.1M
State Street Corp. 0.00% Add +0.8% 4,222,536 $121.1M
Invesco Ltd. 0.01% Add +15.5% 3,468,526 $99.5M
American Century Companies Inc. 0.05% Reduce -1.0% 3,438,812 $98.6M
Earnest Partners LLC 0.36% Reduce -7.9% 2,895,761 $83.1M
Morgan Stanley 0.00% Reduce -17.3% 2,344,793 $67.2M
Geode Capital Management, LLC 0.00% Reduce -0.1% 2,328,848 $66.8M
Encompass Capital Advisors LLC 2.86% Add +165.1% 2,081,644 $59.7M
Van Eck Associates Corp. 0.04% Add +20.7% 1,871,300 $53.7M
Citadel Advisors 0.04% Add +1026.5% 1,866,081 $53.5M
Victory Capital Management Inc. 0.03% Reduce -32.2% 1,789,035 $51.3M
Fisher Asset Management 0.02% Add +1.5% 1,731,208 $49.7M
Balyasny Asset Management L.P. 0.08% Reduce -33.5% 1,417,942 $40.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.7% 1,266,272 $36.3M
Northern Trust Corp. 0.00% Reduce -7.6% 1,231,802 $35.3M
UBS Group AG 0.01% Add +23.0% 1,215,192 $34.9M
Fairfax Financial Holdings 1.62% No change 1,174,105 $33.7M
Ameriprise Financial Inc. 0.01% Reduce -18.9% 988,200 $28.3M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 944,075 $27.1M
Sprott Inc. 0.97% Reduce -3.3% 937,408 $26.9M
Goldman Sachs Group Inc. 0.00% Reduce -18.9% 830,425 $23.8M
Deprince Race & Zollo Inc. 0.44% New 806,151 $23.1M
Bank of America Corp. 0.00% Add +12.1% 801,346 $23.0M
Allianz Asset Management GmbH 0.02% Add +84.1% 705,895 $20.2M
Bridgeway Capital Management, LLC 0.37% Add +14.3% 617,310 $17.7M
Systematic Financial Management LP 0.41% Reduce -2.3% 610,264 $17.5M
Segall Bryant & Hamill, LLC 0.21% Reduce -3.7% 549,844 $15.8M
Alyeska Investment Group, L.P. 0.04% Add +21.4% 535,259 $15.4M
Mariner, LLC 0.02% Add +2231.2% 530,546 $15.2M
Nomura Asset Management International Inc. 0.02% — 510,983 $14.7M
Principal Financial Group Inc. 0.01% Reduce -1.3% 473,817 $13.6M
Renaissance Technologies 0.02% Reduce -3.5% 471,100 $13.5M
ExodusPoint Capital Management, LP 0.12% New 367,000 $10.5M
BNP Paribas Financial Markets 0.01% Reduce -7.1% 347,991 $10.0M
LSV Asset Management 0.02% Reduce -70.0% 344,280 $9.9M
Public Sector Pension Investment Board 0.03% Reduce -11.3% 344,198 $9.9M
FMR LLC 0.00% Add +19.8% 336,247 $9.6M
Kornitzer Capital Management Inc. 0.20% Reduce -7.9% 334,765 $9.6M
Voloridge Investment Management, LLC 0.03% Reduce -14.6% 334,132 $9.6M
NFJ Investment Group, LLC 0.34% Reduce -12.7% 333,842 $9.6M
Gibraltar Capital Management, Inc. 1.50% Reduce -0.2% 306,929 $8.8M
PEAK6 LLC 0.24% Add +34.3% 301,997 $8.7M
Corigliano Investment Advisers, LLC 3.05% New 298,905 $8.6M
Rhumbline Advisers 0.01% Reduce -6.1% 287,813 $8.3M
Sagefield Capital LP 0.70% Reduce -23.6% 287,771 $8.3M
Edgestream Partners, L.P. 0.23% Add +23.9% 285,749 $8.2M
Susquehanna Portfolio Strategies, LLC 0.13% No change 283,761 $8.1M
Jane Street Group, LLC 0.01% Add +594.2% 269,281 $7.7M
GMO 0.02% Add +2.2% 252,200 $7.2M
Envestnet Asset Management Inc. 0.00% Reduce -22.5% 247,114 $7.1M
Legal & General Group Plc 0.00% Reduce -9.0% 244,073 $7.0M
Pinnacle Associates Ltd. 0.09% Add +65.5% 235,343 $6.7M
JPMorgan Chase & Co. 0.00% Add +85.2% 212,351 $6.1M
Dean Investment Associates, LLC 0.87% Add +30.3% 212,015 $6.1M
Nuveen, LLC 0.00% Reduce -1.7% 208,016 $6.0M
Swiss National Bank 0.00% Add +1.7% 196,000 $5.6M
Aventail Capital Group, LP 0.31% New 190,532 $5.5M
Wells Fargo & Company 0.00% Reduce -15.9% 186,994 $5.4M
Trexquant Investment LP 0.05% Add +714.3% 184,331 $5.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -29.0% 175,385 $5.0M
Walleye Capital LLC 0.03% New 169,351 $4.9M
Bank of Montreal 0.00% Reduce -21.2% 163,105 $4.7M
Russell Investments Group, Ltd. 0.00% Add +154.5% 157,104 $4.5M
First Trust Advisors LP 0.00% Reduce -42.6% 157,041 $4.5M
Barclays PLC 0.00% Reduce -3.5% 155,861 $4.5M
Quantbot Technologies LP 0.15% Add +575.5% 152,568 $4.4M
Deutsche Bank AG 0.00% Add +62.4% 148,917 $4.3M
Norges Bank 0.00% — 145,256 $4.2M
Dean Capital Management 1.76% Add +7.5% 144,195 $4.1M
Money Concepts Capital Corp. 0.22% Add +1.7% 135,826 $3.9M
Manufacturers Life Insurance Company, The 0.00% Add +1.7% 133,863 $3.8M
AQR Capital Management 0.00% Reduce -21.4% 126,088 $3.6M
Lighthouse Investment Partners, LLC 0.12% Add +25.0% 125,000 $3.6M
Alliancebernstein L.P. 0.00% Add +18.3% 120,518 $3.5M
Grace & White Inc. 0.62% Reduce -9.9% 119,125 $3.4M
Mountain Lake Investment Management LLC 2.58% Reduce -13.3% 118,197 $3.4M
Energy Income Partners, LLC 0.06% Reduce -60.1% 117,776 $3.4M
Advisors Asset Management, Inc. 0.06% Reduce -0.7% 117,161 $3.4M
Voleon Capital Management LP 0.07% Add +222.1% 109,483 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +7.8% 102,428 $2.9M
Prudential Financial Inc. 0.00% Reduce -8.2% 102,386 $2.9M
Wedge Capital Management L L P 0.05% Reduce -48.3% 100,202 $2.9M
Freestone Grove Partners LP 0.02% Reduce -32.4% 99,796 $2.9M
New York State Teachers Retirement System 0.01% No change 99,710 $2.9M
Creative Planning 0.00% Add +31.3% 97,269 $2.8M
California State Teachers Retirement System 0.00% Add +3.5% 94,353 $2.7M
Nisa Investment Advisors, LLC 0.01% Add +0.1% 91,466 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -43.8% 88,205 $2.5M
Palisade Capital Management, LP 0.08% Reduce -18.6% 81,816 $2.3M
Clough Capital Partners L P 0.20% New 77,742 $2.2M
Capital Investment Counsel, Inc 0.26% Reduce -16.1% 76,259 $2.2M
Legato Capital Management LLC 0.19% Reduce -9.4% 76,092 $2.2M
Raymond James Financial Inc. 0.00% Add +62.5% 76,081 $2.2M
LMR Partners LLP 0.03% Add +120.1% 74,842 $2.1M
Wellington Management Group LLP 0.00% New 74,288 $2.1M
Private Capital Management, LLC 0.20% Reduce -15.5% 74,000 $2.1M
Franklin Resources Inc. 0.00% Add +3.9% 73,270 $2.1M
TCFG Wealth Management, LLC 0.82% Reduce -22.8% 72,508 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -4.8% 68,328 $2.0M
Canada Pension Plan Investment Board 0.00% Add +38.2% 68,000 $2.0M
Royal Bank of Canada 0.00% Reduce -88.1% 63,964 $1.8M
VARCOV Co. 0.69% — 60,640 $1.7M
LMCG Investments, LLC 0.10% Reduce -1.8% 60,414 $1.7M
Abbington Investment Group 1.10% New 56,139 $1.6M
Engineers Gate Manager LP 0.02% Add +35.1% 55,254 $1.6M
CoreCommodity Management, LLC 0.33% Reduce -54.3% 55,022 $1.6M
Dockside LLC 0.41% — 55,004 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -6.8% 54,158 $1.6M
Calamos Advisors LLC 0.01% No change 53,800 $1.5M
Dynamic Technology Lab Private Ltd 0.34% New 53,067 $1.5M
State of Alaska, Department of Revenue 0.02% Add +1.2% 50,633 $1.5M
CenterBook Partners LP 0.07% New 50,201 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -0.8% 49,596 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -5.3% 49,480 $1.4M
Private Advisory Group LLC 0.11% New 49,057 $1.4M
Comerica Bank 0.01% Reduce -38.4% 46,599 $1.3M
Millennium Management 0.00% Reduce -92.5% 45,805 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.2% 45,600 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce 0.0% 44,927 $1.3M
US Bancorp \de 0.00% Add +0.3% 44,785 $1.3M
Pathstone Holdings, LLC 0.00% Add +56.8% 44,554 $1.3M
Sei Investments Co. 0.00% Add +30.5% 43,405 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -64.9% 43,194 $1.2M
Janus Henderson Group PLC 0.00% No change 41,883 $1.2M
Intech Investment Management LLC 0.01% Reduce -40.6% 41,593 $1.2M
Quantinno Capital Management LP 0.00% Add +30.7% 40,059 $1.1M
Evergreen Capital Management LLC 0.03% Reduce -3.3% 39,597 $1.1M
Cadence Wealth Management LLC 0.54% Reduce -4.8% 39,342 $1.1M
AlphaQuest LLC 0.06% Add +34.8% 39,297 $1.1M
Cary Street Partners Financial LLC 0.03% Reduce -0.3% 37,920 $1.1M
BWM Planning, LLC 0.28% No change 36,388 $1.0M
Regions Financial Corp. 0.01% Reduce -8.5% 35,389 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -49.1% 35,242 $1.0M
William B. Walkup & Associates, Inc. 0.55% Reduce -1.0% 34,886 $1.0M
KLP Kapitalforvaltning As 0.00% Reduce -3.8% 33,400 $958K
Yousif Capital Management, LLC 0.01% Reduce -12.2% 29,807 $953K
Hara Capital LLC 0.53% Reduce -32.8% 33,031 $947K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -82.0% 32,527 $938K
Graham Capital Management, L.P. 0.05% New 32,120 $921K
Citigroup Inc. 0.00% Reduce -42.5% 31,404 $901K
LPL Financial LLC 0.00% Reduce -3.3% 31,244 $896K
Tweedy, Browne Co LLC 0.07% Add +16.4% 30,709 $881K
Exchange Traded Concepts, LLC 0.01% Add +16.4% 30,709 $881K
New York State Common Retirement Fund 0.00% No change 29,922 $858K
Harbor Capital Advisors, Inc. 0.07% Add +25.4% 29,838 $856K
Amalgamated Bank 0.01% Reduce -0.0% 28,806 $826K
Benjamin Edwards Inc. 0.01% Reduce -8.9% 28,522 $818K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.3% 28,324 $812K
Arizona State Retirement System 0.00% Reduce -6.0% 27,654 $793K
XTX Topco Ltd 0.02% New 27,575 $791K
State Board of Administration of Florida Retirement System 0.00% No change 26,734 $767K
MML Investors Services, LLC 0.00% Add +11.2% 26,666 $765K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.3% 26,652 $764K
State of Tennessee, Department of Treasury 0.00% Reduce -48.9% 22,370 $758K
Oppenheimer Asset Management Inc. 0.01% Reduce -25.7% 26,167 $750K
Moody National Bank Trust Division 0.07% No change 25,995 $746K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.1% 25,347 $727K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.2% 25,288 $726K
SG Americas Securities, LLC 0.00% Add +7.8% 24,835 $712K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 24,618 $706K
Allspring Global Investments Holdings, LLC 0.00% Reduce -30.0% 22,652 $678K
Holocene Advisors, LP 0.00% Add +63.1% 23,284 $668K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 22,761 $653K
Vise Technologies, Inc. 0.01% Add +4.2% 22,552 $647K
Profund Advisors LLC 0.02% Reduce -1.3% 22,478 $645K
Cetera Investment Advisers 0.00% Reduce -12.7% 22,356 $641K
Hennessy Advisors Inc. 0.02% No change 22,000 $631K
PNC Financial Services Group, Inc. 0.00% Reduce -10.5% 21,999 $631K
Interval Partners, LP 0.01% Reduce -70.0% 21,687 $622K
Sigma Planning Corp 0.02% Reduce -0.1% 21,182 $607K
Rwa Wealth Partners, LLC 0.01% No change 20,000 $574K
IMC-Chicago, LLC 0.01% New 19,653 $564K
Guggenheim Capital LLC 0.00% Reduce -19.0% 19,572 $561K
Cerity Partners LLC 0.00% Add +2.6% 19,339 $555K
Savant Capital, LLC 0.00% Add +3.2% 19,035 $546K
ProShare Advisors LLC 0.00% Add +3.1% 18,838 $540K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.7% 18,835 $540K
Eads & Heald Wealth Management 0.26% Reduce -1.6% 18,765 $538K
HighTower Advisors, LLC 0.00% Reduce -9.1% 18,119 $520K
Voya Investment Management LLC 0.00% Reduce -0.7% 17,449 $500K
Stifel Financial Corp. 0.00% Reduce -23.4% 16,982 $487K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.3% 15,632 $486K
Fifth Third Bancorp 0.00% Reduce -15.4% 16,835 $483K
Hedges Asset Management LLC 0.33% No change 16,300 $467K
Captrust Financial Advisors 0.00% Add +0.6% 16,136 $463K
Pictet Asset Management Holding SA 0.00% Add +0.1% 15,359 $440K
Ethic Inc. 0.01% Add +19.9% 14,834 $425K
Verition Fund Management LLC 0.00% Reduce -78.7% 14,814 $425K
Channing Capital Management, LLC 0.01% Add +21.0% 14,718 $422K
Wilmington Savings Fund Society, FSB 0.01% No change 14,500 $416K
Maryland State Retirement & Pension System 0.01% Add +1.3% 14,475 $415K
Tandem Financial, LLC 0.50% New 12,897 $413K
Abel Hall, LLC 0.10% Add +33.6% 14,384 $413K
Brown Advisory Inc. 0.00% Reduce -9.1% 14,253 $409K
Atria Investments, Inc 0.00% Add +10.1% 14,218 $408K
Cwm, LLC 0.00% Add +1.4% 14,192 $407K
Scissortail Wealth Management, LLC 0.09% Add +0.9% 14,096 $404K
Neuberger Berman Group LLC 0.00% Add +3.4% 13,097 $376K
Bayforest Capital Ltd 0.28% New 12,929 $371K
Fruth Investment Management 0.10% Reduce -3.8% 12,800 $367K
Oxford Asset Management LLP 0.13% New 12,764 $366K
Public Employees Retirement Association of Colorado 0.00% No change 12,659 $363K
Brooklyn Investment Group 0.02% New 12,515 $357K
Entropy Technologies, LP 0.02% New 12,289 $352K
Squarepoint Ops LLC 0.00% New 12,144 $348K
Olistico Wealth, LLC 0.17% No change 12,065 $346K
Cullen Capital Management, LLC 0.00% No change 11,846 $340K
Mutual of America Capital Management LLC 0.00% Add +2.0% 11,365 $326K
DRW Securities, LLC 0.02% Reduce -30.7% 11,164 $320K
Capital Advisors Inc. 0.01% No change 11,001 $316K
KLCM Advisors, Inc. 0.03% Add +5.5% 10,550 $303K
Farther Finance Advisors, LLC 0.00% Add +12.8% 10,546 $302K
Gallagher Fiduciary Advisors, LLC 0.01% Add +10.9% 10,532 $302K
Connable Office Inc. 0.03% New 10,492 $301K
Bokf, NA 0.00% Reduce -52.7% 10,298 $295K
PharVision Advisers, LLC 0.14% New 9,886 $284K
Marshall Wace, LLP 0.00% Reduce -90.9% 9,806 $281K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -79.3% 9,736 $279K
Keybank National Association 0.00% Reduce -24.2% 9,669 $277K
Rexford Capital Inc. 0.21% Reduce -15.8% 9,600 $275K
Numerai GP LLC 0.03% New 9,497 $272K
Corient Private Wealth LP 0.00% Reduce -9.4% 8,682 $250K
Xponance LLC 0.00% New 8,418 $241K
Kestra Advisory Services, LLC 0.00% New 8,410 $241K
Amundi 0.00% New 8,269 $237K
nVerses Capital, LLC 0.53% — 8,267 $237K
iSAM Funds (UK) Ltd 0.08% New 8,230 $236K
Ameritas Investment Partners, Inc. 0.01% No change 8,080 $232K
Rockefeller Capital Management L.P. 0.00% Add +18.1% 7,840 $225K
Osaic Holdings, Inc. 0.00% Reduce -16.3% 7,648 $219K
Park Avenue Securities LLC 0.00% New 7,299 $209K
Crossmark Global Holdings, Inc. 0.00% New 7,054 $202K
Schonfeld Strategic Advisors LLC 0.00% Reduce -82.7% 7,017 $201K
Alan B Lancz & Associates, Inc. 0.18% New 7,000 $201K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 7,000 $201K
Ensign Peak Advisors, Inc 0.00% Reduce -68.5% 6,562 $188K
EMC Capital Management 0.08% Reduce -15.0% 6,162 $177K
Covestor Ltd 0.09% Reduce -54.0% 5,753 $165K
Sterling Capital Management LLC 0.00% Reduce -16.8% 5,574 $160K
Pinnacle Wealth Planning Services, Inc. 0.02% New 5,324 $153K
State of Wyoming 0.02% New 4,876 $140K
Tower Research Capital LLC (TRC) 0.00% Add +43.7% 4,818 $138K
Walleye Trading LLC 0.00% New 4,804 $138K
GAMMA Investing LLC 0.01% Add +19.6% 4,553 $131K
SBI Securities Co., Ltd. 0.00% Reduce -13.1% 4,312 $124K
Quadrant Capital Group LLC 0.00% Add +59.3% 4,178 $120K
Smartleaf Asset Management LLC 0.00% Add +50.2% 3,735 $108K
Signaturefd, LLC 0.00% Add +3.5% 3,721 $107K
Group One Trading LLC 0.00% Add +1495.6% 3,255 $93K
KBC Group NV 0.00% No change 3,079 $88K
Jones Financial Companies LLLP 0.00% Reduce -42.2% 2,836 $81K
Hantz Financial Services, Inc. 0.00% Add +24.3% 2,276 $65K
Parallel Advisors, LLC 0.00% Add +0.2% 2,230 $64K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +31.2% 2,015 $58K
Eastern Bank 0.00% No change 2,017 $58K
Chilton Capital Management LLC 0.00% No change 2,000 $57K
Acadian Asset Management LLC 0.00% New 1,955 $56K
Nomura Asset Management Co. Ltd. 0.00% No change 1,940 $56K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.3% 1,768 $51K
Versant Capital Management, Inc 0.01% Add +5.7% 1,548 $44K
NFSG Corp 0.01% No change 1,500 $43K
Blue Trust, Inc. 0.00% No change 1,418 $41K
Rothschild Investment LLC 0.00% Add +0.5% 1,337 $38K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.8% 1,140 $33K
Cullen/Frost Bankers, Inc. 0.00% Add +0.9% 990 $28K
Leonteq Securities AG 0.00% Reduce -8.8% 924 $27K
IFP Advisors, Inc 0.00% Add +0.3% 902 $26K
CENTRAL TRUST Co 0.00% No change 885 $25K
Salomon & Ludwin, LLC 0.00% No change 758 $24K
Huntington National Bank 0.00% Reduce -4.2% 809 $23K
Private Trust Co. NA 0.00% Reduce -0.9% 802 $23K
Quent Capital, LLC 0.00% Add +424.8% 782 $22K
Essex Investment Management Co. LLC 0.00% No change 733 $21K
Northwestern Mutual Wealth Management Co. 0.00% Add +37.9% 698 $20K
MAI Capital Management 0.00% Add +84.6% 672 $19K
Quarry LP 0.00% Add +2051.6% 667 $19K
Sound Income Strategies, LLC 0.00% Add +80.0% 576 $19K
Allworth Financial LP 0.00% Add +7.8% 580 $17K
Parkside Financial Bank & Trust 0.00% Reduce -2.8% 547 $16K
Arax Advisory Partners 0.00% Reduce -67.8% 529 $15K
UMB Bank, n.a. 0.00% Add +17.8% 510 $15K
Bartlett & Co. Wealth Management LLC 0.00% No change 500 $14K
Global Retirement Partners, LLC 0.00% Reduce -3.7% 493 $14K
Bessemer Group Inc. 0.00% Add +24.7% 490 $14K
GHP Investment Advisors, Inc. 0.00% No change 456 $13K
Los Angeles Capital Management LLC 0.00% New 437 $12K
Private Wealth Management Group, LLC 0.00% No change 396 $11K
Park Place Capital Corp 0.00% No change 380 $11K
Larson Financial Group LLC 0.00% Add +13.8% 379 $11K
Kentucky Trust Co 0.01% No change 365 $10K
Physician Wealth Advisors, Inc. 0.00% Add +6.0% 336 $10K
International Assets Investment Management, LLC 0.00% New 300 $9K
Armstrong Advisory Group, Inc. 0.00% No change 300 $9K
Root Financial Partners, LLC 0.00% Add +301.4% 281 $8K
Basecamp Wealth Advisors LLC 0.00% — 266 $8K
Cary Street Partners Investment Advisory LLC 0.00% Add +24.4% 260 $7K
Elyxium Wealth, LLC 0.00% New 245 $7K
MV Capital Management, Inc. 0.00% Add +5.3% 237 $7K
Summit Securities Group LLC 0.00% Reduce -87.5% 200 $6K
McMillan Office, Inc. 0.00% — 200 $6K
High Note Wealth, LLC 0.00% Reduce -23.5% 186 $5K
Tompkins Financial Corp. 0.00% No change 179 $5K
Red Tortoise LLC 0.00% No change 147 $4K
SageView Advisory Group, LLC 0.00% New 146 $4K
Essential Partners LLC 0.00% No change 141 $4K
Coston, McIsaac & Partners 0.00% No change 163 $4K
ORG Partners LLC 0.00% Reduce -85.7% 135 $4K
Bare Financial Services, Inc 0.00% Add +18.4% 116 $3K
Cornerstone Planning Group LLC 0.00% No change 90 $3K
Hilton Head Capital Partners, LLC 0.00% — 101 $3K
Atlantic Union Bankshares Corp 0.00% No change 100 $3K
Prestige Wealth Management Group LLC 0.00% No change 92 $3K
JFS Wealth Advisors, LLC 0.00% New 92 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 72 $2K
Kilter Group LLC 0.00% No change 73 $2K
Rialto Wealth Management, LLC 0.00% Add +21.7% 73 $2K
Johnson Financial Group, Inc. 0.00% No change 70 $2K
McGuire Capital Advisors Inc. 0.00% — 65 $2K
Bruce G. Allen Investments, LLC 0.00% No change 65 $2K
Farmers & Merchants Investments Inc. 0.00% No change 65 $2K
Key Financial Inc 0.00% No change 64 $2K
Brown Brothers Harriman & Co. 0.00% New 64 $2K
Bell Investment Advisors, Inc 0.00% No change 61 $2K
Transamerica Financial Advisors, LLC 0.00% Add +18.0% 59 $2K
National Bank of Canada 0.00% Reduce -44.1% 57 $2K
Spire Wealth Management 0.00% No change 50 $1K
Valued Wealth Advisors LLC 0.00% No change 46 $1K
Inspire Investing, LLC 0.00% New 45 $1K
Raffa Wealth Management, LLC 0.00% No change 45 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +2150.0% 45 $1K
Keating Financial Advisory Services, Inc. 0.00% — 42 $1K
CIBC Private Wealth Group LLC 0.00% New 41 $1K
AdvisorNet Financial, Inc 0.00% No change 39 $1K
Assetmark, Inc. 0.00% Add +560.0% 33 $946
Cedar Mountain Advisors, LLC 0.00% No change 30 $860
Country Trust Bank 0.00% No change 30 $860
Hughes Financial Services, LLC 0.00% No change 29 $832
Fortitude Family Office, LLC 0.00% Add +21.7% 28 $803
Torren Management, LLC 0.00% — 20 $568
CVA Family Office, LLC 0.00% New 19 $545
DiNuzzo Private Wealth, Inc. 0.00% Add +500.0% 18 $517
Ankerstar Wealth, LLC 0.00% — 16 $459
Bear Mountain Capital, Inc. 0.00% No change 14 $452
SJS Investment Consulting Inc. 0.00% New 12 $345
Optiver Holding B.V. 0.00% Reduce -96.8% 12 $344
Godfrey Financial Associates, Inc. 0.00% — 9 $258
Bay Harbor Wealth Management, LLC 0.00% Add +350.0% 9 $258
HFM Investment Advisors, LLC 0.00% New 8 $230
Flagship Harbor Advisors, LLC 0.00% New 7 $203
Gilpin Wealth Management, LLC 0.00% — 7 $201
Abound Wealth Management 0.00% New 6 $173
Steward Partners Investment Advisory, LLC 0.00% No change 5 $143
ROSS\JOHNSON & Associates LLC 0.00% New 4 $115
Dunhill Financial, LLC 0.00% New 1 $40
Activest Wealth Management 0.00% No change 1 $29
Capital Advisors, Ltd. LLC 0.00% No change 1 $0
Avion Wealth 0.00% No change 25 $0

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