Helmerich & PayneHP
13F holders, Q1 2026 (March 31)375holders +15
58new positions
41sold out
9famous investors
$36.02avg. 13F price*
At the end of Q1 2026, 375 institutions reported holding Helmerich & Payne (HP) in their 13F filings, up 15 from Q4 2025. 58 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($550.3M), State Farm Mutual Automobile Insurance Co. ($282.5M) and Vanguard Portfolio Management LLC ($219.2M). 9 famous investors held it, including Prem Watsa (2.2% of Fairfax Financial Holdings's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Helmerich & Payne
- CUSIP
- 423452101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $120.1M |
| Exits | 41 | $206.1M |
All 13F filers, Q4 2025 → Q1 2026: 14,291,139 shares bought and 9,780,429 shares sold, net +4,510,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| BlackRock, Inc. | 0.01% | Add +3.7% | 15,273,098 | $550.3M |
| State Farm Mutual Automobile Insurance Co. | 0.22% | No change | 7,841,430 | $282.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 6,082,486 | $219.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +11.0% | 5,735,765 | $206.7M |
| State Street Corp. | 0.01% | Add +4.0% | 4,390,159 | $158.2M |
| Vanguard Capital Management LLC | 0.00% | — | 4,153,779 | $149.7M |
| American Century Companies Inc. | 0.07% | Add +7.8% | 3,705,443 | $133.5M |
| Invesco Ltd. | 0.01% | Reduce -6.3% | 3,250,090 | $117.1M |
| Earnest Partners LLC | 0.42% | Reduce -1.9% | 2,839,636 | $102.3M |
| Morgan Stanley | 0.01% | Add +13.5% | 2,660,510 | $95.9M |
| Citadel Advisors | 0.07% | Add +42.5% | 2,658,609 | $95.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +215.8% | 2,622,559 | $94.5M |
| Geode Capital Management, LLC | 0.01% | Add +4.5% | 2,432,781 | $87.7M |
| Van Eck Associates Corp. | 0.07% | Add +29.5% | 2,422,786 | $87.3M |
| Fisher Asset Management | 0.02% | Add +7.3% | 1,858,507 | $67.0M |
| Bank of America Corp. | 0.00% | Add +109.2% | 1,676,169 | $60.4M |
| Victory Capital Management Inc. | 0.04% | Reduce -9.6% | 1,617,402 | $58.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.5% | 1,322,837 | $47.7M |
| UBS Group AG | 0.01% | Add +8.5% | 1,318,509 | $47.5M |
| Northern Trust Corp. | 0.01% | Add +4.6% | 1,288,557 | $46.4M |
| BNP Paribas Financial Markets | 0.03% | Add +237.6% | 1,174,832 | $42.3M |
| Fairfax Financial Holdings | 2.18% | No change | 1,174,105 | $42.3M |
| Allianz Asset Management GmbH | 0.05% | Add +53.4% | 1,082,950 | $39.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.1% | 1,048,100 | $37.8M |
| Barclays PLC | 0.01% | Add +538.4% | 994,946 | $35.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 929,871 | $33.5M |
| Canoe Financial LP | 0.45% | New | 919,500 | $33.1M |
| Sprott Inc. | 0.94% | Reduce -8.5% | 857,408 | $30.9M |
| Walleye Capital LLC | 0.17% | Add +325.4% | 720,434 | $26.0M |
| Public Sector Pension Investment Board | 0.07% | Add +93.1% | 664,592 | $23.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 635,494 | $22.9M |
| Bridgeway Capital Management, LLC | 0.46% | Add +2.8% | 634,764 | $22.9M |
| Systematic Financial Management LP | 0.49% | Reduce -3.2% | 590,491 | $21.3M |
| Mariner, LLC | 0.02% | Reduce -0.9% | 525,496 | $18.9M |
| Segall Bryant & Hamill, LLC | 0.27% | Reduce -4.9% | 522,693 | $18.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 485,233 | $17.5M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -10.1% | 480,980 | $17.3M |
| Empowered Funds, LLC | 0.11% | New | 474,752 | $17.1M |
| FMR LLC | 0.00% | Add +25.9% | 423,401 | $15.3M |
| MetLife Investment Management, LLC | 0.08% | Add +678.9% | 421,832 | $15.2M |
| Nomura Asset Management International Inc. | 0.02% | Reduce -23.4% | 391,386 | $14.1M |
| Renaissance Technologies | 0.02% | Reduce -19.1% | 381,100 | $13.7M |
| Franklin Resources Inc. | 0.00% | Add +403.9% | 369,243 | $13.3M |
| Kornitzer Capital Management Inc. | 0.26% | Reduce -1.0% | 331,441 | $11.9M |
| NFJ Investment Group, LLC | 0.44% | Reduce -3.1% | 323,415 | $11.7M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 294,127 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 285,166 | $10.3M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 283,761 | $10.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 277,063 | $10.0M |
| Gibraltar Capital Management, Inc. | 1.69% | Reduce -11.4% | 272,070 | $9.8M |
| Fulcrum Asset Management LLP | 1.48% | New | 272,480 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 262,745 | $9.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 246,110 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +37.4% | 240,924 | $8.7M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -2.8% | 228,771 | $8.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.4% | 221,166 | $8.0M |
| Nuveen, LLC | 0.00% | Add +2.8% | 213,733 | $7.7M |
| Newport Trust Company, LLC | 0.02% | New | 200,516 | $7.2M |
| Swiss National Bank | 0.00% | No change | 196,000 | $7.1M |
| Aventail Capital Group, LP | 0.33% | Reduce -1.4% | 187,768 | $6.8M |
| Dean Investment Associates, LLC | 0.88% | Reduce -18.6% | 172,654 | $6.2M |
| Sagefield Capital LP | 0.41% | Reduce -45.4% | 157,106 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -4.2% | 156,187 | $5.6M |
| Two Sigma Investments, LP | 0.00% | New | 152,076 | $5.5M |
| AQR Capital Management | 0.00% | Add +10.7% | 139,601 | $5.0M |
| Millennium Management | 0.00% | Add +198.4% | 136,684 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -27.2% | 136,124 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 132,239 | $4.8M |
| Man Group plc | 0.01% | New | 131,635 | $4.7M |
| Money Concepts Capital Corp. | 0.26% | Reduce -4.1% | 130,293 | $4.7M |
| Squarepoint Ops LLC | 0.01% | Add +921.0% | 123,985 | $4.5M |
| Dean Capital Management | 1.80% | Reduce -16.1% | 120,913 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.8% | 118,575 | $4.3M |
| Mountain Lake Investment Management LLC | 2.75% | No change | 118,197 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +24.1% | 117,076 | $4.2M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -0.7% | 116,378 | $4.2M |
| Creative Planning | 0.00% | Add +14.0% | 110,862 | $4.0M |
| Prudential Financial Inc. | 0.00% | Add +7.7% | 110,256 | $4.0M |
| Grace & White Inc. | 0.66% | Reduce -14.6% | 101,725 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Add +5.8% | 127,468 | $3.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.2% | 95,497 | $3.4M |
| Wedge Capital Management L L P | 0.06% | Reduce -4.9% | 95,250 | $3.4M |
| First Trust Advisors LP | 0.00% | Reduce -40.0% | 94,227 | $3.4M |
| Caxton Associates LLP | 0.08% | New | 92,951 | $3.3M |
| Citigroup Inc. | 0.00% | Add +193.0% | 92,008 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 91,504 | $3.3M |
| Voleon Capital Management LP | 0.07% | Reduce -20.3% | 87,222 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.6% | 86,814 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -41.8% | 86,621 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +84.0% | 79,464 | $2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 77,640 | $2.8M |
| Palisade Capital Management, LP | 0.10% | Reduce -6.2% | 76,735 | $2.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -77.7% | 74,483 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -53.9% | 72,510 | $2.6M |
| Private Capital Management, LLC | 0.26% | Reduce -2.8% | 71,900 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 70,259 | $2.5M |
| Bridgewater Associates | 0.01% | New | 69,072 | $2.5M |
| Capital Investment Counsel, Inc | 0.30% | Reduce -10.8% | 68,009 | $2.5M |
| Abbington Investment Group | 1.41% | Add +19.8% | 67,277 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 66,647 | $2.4M |
| Sei Investments Co. | 0.00% | Add +52.6% | 66,255 | $2.4M |
| Fifth Third Bancorp | 0.00% | Add +288.4% | 65,386 | $2.4M |
| Legato Capital Management LLC | 0.21% | Reduce -17.1% | 63,058 | $2.3M |
| Edgestream Partners, L.P. | 0.07% | Reduce -78.1% | 62,624 | $2.3M |
| LMCG Investments, LLC | 0.13% | Add +2.8% | 62,125 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 61,193 | $2.2M |
| Cozad Asset Management Inc. | 0.17% | Add +19.8% | 59,435 | $2.1M |
| HSBC Holdings PLC | 0.00% | New | 55,987 | $2.0M |
| Calamos Advisors LLC | 0.01% | No change | 53,800 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.9% | 51,407 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.6% | 49,289 | $1.8M |
| Tweedy, Browne Co LLC | 0.14% | Add +57.0% | 48,214 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +57.0% | 48,214 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | New | 48,079 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 46,478 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +1.3% | 45,117 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +11.7% | 44,748 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 44,705 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.9% | 44,300 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +5.6% | 43,921 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +88.0% | 42,059 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 41,883 | $1.5M |
| Numerai GP LLC | 0.15% | Add +338.8% | 41,674 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -35.5% | 41,243 | $1.5M |
| Cadence Wealth Management LLC | 0.61% | Add +3.2% | 40,589 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +51.7% | 38,456 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.8% | 37,620 | $1.4M |
| Schroder Investment Management Group | 0.00% | New | 37,483 | $1.3M |
| BWM Planning, LLC | 0.33% | Reduce -3.2% | 35,211 | $1.3M |
| CoreCommodity Management, LLC | 0.23% | Reduce -37.1% | 34,595 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.0% | 34,400 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -5.5% | 33,450 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 32,527 | $1.2M |
| XTX Topco Ltd | 0.02% | Add +17.6% | 32,429 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +62.4% | 31,790 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +20.4% | 31,516 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 30,906 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 30,835 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 30,121 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 29,922 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 29,900 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -61.0% | 29,657 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -0.6% | 28,647 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.6% | 27,490 | $990K |
| Hennessy Advisors Inc. | 0.04% | Add +23.6% | 27,200 | $980K |
| Arizona State Retirement System | 0.01% | Reduce -2.2% | 27,050 | $975K |
| Hara Capital LLC | 0.48% | Reduce -18.8% | 26,837 | $967K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,734 | $963K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 26,652 | $960K |
| Moody National Bank Trust Division | 0.09% | Add +0.2% | 26,043 | $938K |
| William B. Walkup & Associates, Inc. | 0.55% | Add +1.0% | 35,241 | $920K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,288 | $911K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +67.1% | 26,126 | $909K |
| Profund Advisors LLC | 0.03% | Add +12.0% | 25,181 | $907K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 25,154 | $906K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.3% | 24,692 | $890K |
| MML Investors Services, LLC | 0.00% | Reduce -9.3% | 24,178 | $871K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -64.8% | 23,900 | $861K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 23,118 | $833K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.4% | 22,861 | $824K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 22,798 | $821K |
| Evergreen Capital Management LLC | 0.02% | Reduce -42.6% | 22,743 | $819K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.9% | 22,862 | $790K |
| Acadian Asset Management LLC | 0.00% | Add +1006.4% | 21,630 | $778K |
| DRW Securities, LLC | 0.04% | Add +91.6% | 21,387 | $771K |
| Cerity Partners LLC | 0.00% | Add +9.5% | 21,172 | $763K |
| Simplex Trading, LLC | 0.02% | New | 20,655 | $744K |
| Kentucky Retirement Systems | 0.05% | New | 8,846 | $744K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 20,339 | $733K |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 20,127 | $725K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 20,000 | $721K |
| Savant Capital, LLC | 0.00% | Add +4.0% | 19,798 | $713K |
| Sigma Planning Corp | 0.02% | Reduce -9.4% | 19,188 | $691K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -45.9% | 19,080 | $687K |
| Cambria Investment Management, L.P. | 0.04% | New | 19,021 | $685K |
| Stifel Financial Corp. | 0.00% | Add +10.5% | 18,760 | $676K |
| Brooklyn Investment Group | 0.02% | Add +44.3% | 18,061 | $651K |
| Entropy Technologies, LP | 0.03% | Add +47.0% | 18,059 | $651K |
| Vise Technologies, Inc. | 0.01% | No change | 22,552 | $647K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +82.4% | 17,756 | $640K |
| SG Americas Securities, LLC | 0.00% | Reduce -29.7% | 17,457 | $629K |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 17,032 | $614K |
| TCFG Wealth Management, LLC | 0.22% | Reduce -77.9% | 16,050 | $578K |
| TCFG Investment Advisors, LLC | 0.22% | — | 16,050 | $578K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.8% | 15,855 | $571K |
| Abel Hall, LLC | 0.12% | Add +10.0% | 15,819 | $570K |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 15,818 | $570K |
| Eads & Heald Wealth Management | 0.28% | Reduce -16.4% | 15,680 | $565K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.4% | 15,417 | $555K |
| ProShare Advisors LLC | 0.00% | Reduce -18.3% | 15,401 | $555K |
| SCP Investment, LP | 0.59% | New | 14,800 | $533K |
| Channing Capital Management, LLC | 0.01% | No change | 14,718 | $530K |
| Scissortail Wealth Management, LLC | 0.11% | Add +4.4% | 14,716 | $530K |
| Ethic Inc. | 0.01% | Reduce -1.7% | 14,587 | $526K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.6% | 14,563 | $525K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 14,500 | $522K |
| Atria Investments, Inc | 0.01% | Add +1.7% | 14,464 | $521K |
| Cwm, LLC | 0.00% | Add +0.3% | 14,242 | $513K |
| Fruth Investment Management | 0.11% | No change | 12,800 | $461K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,659 | $456K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.5% | 12,507 | $451K |
| Natixis Advisors, LLC | 0.00% | New | 12,427 | $448K |
| Amundi | 0.00% | Add +48.5% | 12,283 | $443K |
| Graham Capital Management, L.P. | 0.02% | Reduce -63.1% | 11,844 | $427K |
| Walleye Trading LLC | 0.01% | Add +138.6% | 11,464 | $413K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.6% | 11,427 | $412K |
| Olistico Wealth, LLC | 0.20% | Reduce -8.8% | 11,000 | $396K |
| MQS Management LLC | 0.26% | New | 10,571 | $381K |
| State of Wyoming | 0.04% | Add +111.2% | 10,296 | $371K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 10,537 | $364K |
| Tidal Investments LLC | 0.00% | New | 10,047 | $362K |
| Xponance LLC | 0.00% | Add +19.0% | 10,017 | $361K |
| KLCM Advisors, Inc. | 0.03% | Reduce -5.2% | 10,000 | $360K |
| Bokf, NA | 0.01% | Reduce -2.9% | 10,000 | $360K |
| Capital Advisors Inc. | 0.01% | Reduce -9.4% | 9,968 | $359K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -6.5% | 9,845 | $355K |
| Engineers Gate Manager LP | 0.00% | Reduce -82.8% | 9,517 | $343K |
| Osaic Holdings, Inc. | 0.00% | Add +20.3% | 9,200 | $332K |
| Wellington Management Group LLP | 0.00% | Reduce -87.7% | 9,171 | $330K |
| Connable Office Inc. | 0.03% | Reduce -15.8% | 8,836 | $318K |
| Keybank National Association | 0.00% | Reduce -10.1% | 8,695 | $313K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 8,080 | $291K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,839 | $282K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.2% | 7,802 | $281K |
| Park Avenue Securities LLC | 0.00% | Add +5.0% | 7,660 | $276K |
| Waterloo Capital, L.P. | 0.02% | New | 7,405 | $267K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,396 | $266K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +53.4% | 7,390 | $266K |
| Verition Fund Management LLC | 0.00% | Reduce -51.2% | 7,231 | $261K |
| WINTON GROUP Ltd | 0.01% | New | 7,200 | $259K |
| Grant Private Wealth Management Inc | 0.14% | New | 7,110 | $256K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 7,000 | $252K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.3% | 6,964 | $251K |
| Corient Private Wealth LP | 0.00% | Reduce -21.6% | 6,807 | $245K |
| Bayforest Capital Ltd | 0.27% | Reduce -47.7% | 6,765 | $244K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,562 | $236K |
| D. E. Shaw & Co. | 0.00% | New | 6,515 | $235K |
| Brown Advisory Inc. | 0.00% | Reduce -54.6% | 6,476 | $233K |
| Brevan Howard Capital Management LP | 0.00% | New | 6,367 | $229K |
| Jump Financial, LLC | 0.00% | New | 6,354 | $229K |
| CIBC Asset Management Inc | 0.00% | New | 6,354 | $229K |
| Integrated Investment Consultants, LLC | 0.05% | New | 6,257 | $225K |
| Quadrant Capital Group LLC | 0.01% | Add +48.6% | 6,210 | $224K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 6,148 | $222K |
| Choreo, LLC | 0.00% | New | 6,117 | $220K |
| Alan B Lancz & Associates, Inc. | 0.21% | Reduce -12.9% | 6,100 | $220K |
| Gotham Asset Management | 0.00% | New | 6,080 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,931 | $214K |
| Adams Wealth Management | 0.05% | New | 5,912 | $213K |
| CacheTech Inc. | 0.04% | New | 5,912 | $213K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,830 | $210K |
| Cerro Pacific Wealth Advisors LLC | 0.05% | New | 5,677 | $205K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +1.6% | 5,409 | $195K |
| GAMMA Investing LLC | 0.01% | Add +9.7% | 4,996 | $180K |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 4,072 | $147K |
| Signaturefd, LLC | 0.00% | No change | 3,721 | $134K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -54.9% | 3,533 | $127K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.9% | 3,292 | $119K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -24.5% | 3,254 | $117K |
| KBC Group NV | 0.00% | No change | 3,079 | $111K |
| Savvy Advisors, Inc. | 0.00% | New | 3,015 | $109K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.8% | 2,960 | $106K |
| STRS Ohio | 0.00% | New | 2,800 | $101K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.7% | 2,566 | $92K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +25.5% | 2,528 | $91K |
| Parallel Advisors, LLC | 0.00% | Add +3.8% | 2,315 | $83K |
| Allworth Financial LP | 0.00% | Add +296.0% | 2,297 | $83K |
| Rexford Capital Inc. | 0.06% | Reduce -77.1% | 2,200 | $79K |
| Eastern Bank | 0.00% | No change | 2,017 | $73K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $72K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,940 | $70K |
| Quantbot Technologies LP | 0.00% | Reduce -98.8% | 1,784 | $64K |
| Advisory Services Network, LLC | 0.00% | New | 1,752 | $63K |
| Versant Capital Management, Inc | 0.01% | No change | 1,548 | $56K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.0% | 1,485 | $54K |
| Blue Trust, Inc. | 0.00% | No change | 1,418 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 1,337 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.8% | 1,274 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 997 | $36K |
| Salomon & Ludwin, LLC | 0.00% | Add +34.8% | 1,022 | $36K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 905 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Add +65.3% | 904 | $33K |
| MAI Capital Management | 0.00% | Add +32.4% | 890 | $32K |
| CENTRAL TRUST Co | 0.00% | No change | 885 | $32K |
| Huntington National Bank | 0.00% | No change | 809 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -4.5% | 766 | $28K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 762 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -97.5% | 745 | $27K |
| Essex Investment Management Co. LLC | 0.00% | No change | 733 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | New | 649 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.7% | 623 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 579 | $20K |
| UMB Bank, n.a. | 0.00% | Add +2.4% | 522 | $19K |
| Bessemer Group Inc. | 0.00% | No change | 490 | $18K |
| Root Financial Partners, LLC | 0.00% | Add +74.7% | 491 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 456 | $16K |
| Los Angeles Capital Management LLC | 0.00% | No change | 437 | $16K |
| Park Place Capital Corp | 0.00% | No change | 380 | $14K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -4.3% | 379 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 379 | $14K |
| Kentucky Trust Co | 0.01% | No change | 365 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 343 | $12K |
| Quent Capital, LLC | 0.00% | Reduce -56.9% | 337 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +16.9% | 304 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 300 | $11K |
| International Assets Investment Management, LLC | 0.00% | Add +0.3% | 301 | $10K |
| Purpose Unlimited Inc. | 0.00% | New | 275 | $10K |
| Covestor Ltd | 0.01% | Reduce -95.5% | 256 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 245 | $9K |
| MV Capital Management, Inc. | 0.00% | Add +0.4% | 238 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -29.8% | 236 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | New | 236 | $8K |
| McMillan Office, Inc. | 0.00% | No change | 200 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 186 | $7K |
| CVA Family Office, LLC | 0.00% | Add +857.9% | 182 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 179 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -66.7% | 176 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +49.1% | 173 | $6K |
| Leonteq Securities AG | 0.00% | Reduce -83.3% | 154 | $6K |
| Red Tortoise LLC | 0.00% | No change | 147 | $5K |
| Essential Partners LLC | 0.00% | No change | 141 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 163 | $5K |
| Ascentis Independent Advisors | 0.00% | New | 135 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +207.1% | 129 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 120 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +1.0% | 102 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -62.0% | 101 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 138 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.7% | 100 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -3.3% | 87 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +253.6% | 99 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 92 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +1.4% | 74 | $3K |
| Kilter Group LLC | 0.00% | No change | 73 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 70 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | Add +1.5% | 66 | $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 |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.7% | 58 | $2K |
| Assetmark, Inc. | 0.00% | Add +54.5% | 51 | $2K |
| Spire Wealth Management | 0.00% | No change | 50 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +8.9% | 49 | $2K |
| Inspire Investing, LLC | 0.00% | Add +6.7% | 48 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 46 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 45 | $2K |
| TD Capital Management LLC | 0.00% | New | 39 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 39 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 30 | $1K |
| Country Trust Bank | 0.00% | No change | 30 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -87.5% | 25 | $901 |
| Hughes Financial Services, LLC | 0.00% | Reduce -24.1% | 22 | $793 |
| SJS Investment Consulting Inc. | 0.00% | Add +75.0% | 21 | $757 |
| Torren Management, LLC | 0.00% | Reduce -5.0% | 19 | $698 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.6% | 17 | $613 |
| Investors Portfolio Services LLC | 0.00% | New | 16 | $609 |
| Ankerstar Wealth, LLC | 0.00% | No change | 16 | $576 |
| Harbour Investments, Inc. | 0.00% | New | 15 | $540 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 14 | $471 |
| Gilpin Wealth Management, LLC | 0.00% | Add +85.7% | 13 | $469 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +44.4% | 13 | $468 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 9 | $324 |
| HFM Investment Advisors, LLC | 0.00% | No change | 8 | $288 |
| Abound Wealth Management | 0.00% | No change | 6 | $217 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5 | $180 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $144 |
| Curio Wealth, LLC | 0.00% | New | 2 | $72 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $49 |
| Activest Wealth Management | 0.00% | No change | 1 | $36 |
| 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.