Helmerich & PayneHP
13F holders, Q2 2026 (June 30)374holders −1
44new positions
49sold out
9famous investors
$32.75avg. 13F price*
At the end of Q2 2026, 374 institutions reported holding Helmerich & Payne (HP) in their 13F filings, down 1 from Q1 2026. 44 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($513.3M), State Farm Mutual Automobile Insurance Co. ($256.7M) and Vanguard Portfolio Management LLC ($202.2M). 9 famous investors held it, including Prem Watsa (1.5% of Fairfax Financial Holdings's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Helmerich & Payne
- CUSIP
- 423452101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $55.5M |
| Exits | 49 | $40.6M |
All 13F filers, Q1 2026 → Q2 2026: 7,886,427 shares bought and 8,982,081 shares sold, net −1,095,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| BlackRock, Inc. | 0.01% | Add +2.7% | 15,679,163 | $513.3M |
| State Farm Mutual Automobile Insurance Co. | 0.18% | No change | 7,841,430 | $256.7M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.6% | 6,176,754 | $202.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.0% | 5,907,212 | $193.4M |
| State Street Corp. | 0.00% | Add +3.0% | 4,522,913 | $148.1M |
| Vanguard Capital Management LLC | 0.00% | Add +0.3% | 4,166,781 | $136.4M |
| American Century Companies Inc. | 0.06% | Add +3.8% | 3,847,788 | $126.0M |
| Invesco Ltd. | 0.01% | Add +15.4% | 3,749,623 | $122.8M |
| Geode Capital Management, LLC | 0.01% | Add +17.3% | 2,852,442 | $93.4M |
| Earnest Partners LLC | 0.32% | Reduce -3.2% | 2,749,682 | $90.0M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 2,549,076 | $83.5M |
| Victory Capital Management Inc. | 0.04% | Add +35.0% | 2,183,854 | $71.5M |
| Citadel Advisors | 0.04% | Reduce -28.5% | 1,900,404 | $62.2M |
| Van Eck Associates Corp. | 0.04% | Reduce -25.8% | 1,798,141 | $58.9M |
| Fisher Asset Management | 0.02% | Reduce -14.8% | 1,584,368 | $51.9M |
| Alyeska Investment Group, L.P. | 0.13% | Add +217.4% | 1,526,707 | $50.0M |
| BNP Paribas Financial Markets | 0.02% | Add +20.3% | 1,413,448 | $46.3M |
| Northern Trust Corp. | 0.01% | Add +4.8% | 1,349,754 | $44.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.9% | 1,340,382 | $43.9M |
| Bank of America Corp. | 0.00% | Reduce -21.0% | 1,324,683 | $43.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 1,292,240 | $42.3M |
| Fairfax Financial Holdings | 1.46% | No change | 1,174,105 | $38.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -1.9% | 1,062,600 | $34.8M |
| Barclays PLC | 0.01% | Add +4.8% | 1,043,136 | $34.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +260.3% | 998,372 | $32.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 934,818 | $30.6M |
| Sprott Inc. | 0.93% | Reduce -1.6% | 843,458 | $27.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.3% | 824,876 | $27.0M |
| Canoe Financial LP | 0.33% | Reduce -10.7% | 821,162 | $26.9M |
| UBS Group AG | 0.00% | Reduce -43.6% | 743,132 | $24.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.7% | 671,764 | $22.0M |
| Systematic Financial Management LP | 0.40% | Add +4.9% | 619,420 | $20.3M |
| Bridgeway Capital Management, LLC | 0.35% | Reduce -3.0% | 615,775 | $20.2M |
| Mariner, LLC | 0.02% | Reduce -1.4% | 518,106 | $17.0M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -4.3% | 500,361 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 484,668 | $15.9M |
| Bridgewater Associates | 0.06% | Add +584.8% | 472,990 | $15.5M |
| Public Sector Pension Investment Board | 0.04% | Reduce -32.1% | 451,191 | $14.8M |
| Empowered Funds, LLC | 0.08% | Reduce -5.4% | 448,947 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +65.3% | 434,242 | $14.6M |
| Balyasny Asset Management L.P. | 0.03% | New | 438,367 | $14.4M |
| MetLife Investment Management, LLC | 0.06% | Add +1.1% | 426,602 | $14.0M |
| Franklin Resources Inc. | 0.00% | Add +13.7% | 419,779 | $13.7M |
| FMR LLC | 0.00% | Reduce -17.3% | 349,994 | $11.5M |
| Kornitzer Capital Management Inc. | 0.22% | Reduce -2.5% | 323,297 | $10.6M |
| Readystate Asset Management LP | 0.62% | New | 284,389 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 283,254 | $9.3M |
| Gibraltar Capital Management, Inc. | 1.37% | Reduce -0.7% | 270,240 | $8.8M |
| Norges Bank | 0.00% | — | 257,156 | $8.4M |
| Millennium Management | 0.01% | Add +87.6% | 256,409 | $8.4M |
| Rhumbline Advisers | 0.01% | Reduce -12.9% | 256,235 | $8.4M |
| Nuveen, LLC | 0.00% | Add +12.1% | 239,506 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 220,924 | $7.2M |
| HSBC Holdings PLC | 0.00% | Add +289.2% | 217,907 | $7.2M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -5.4% | 216,497 | $7.1M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 194,900 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Reduce -34.7% | 185,417 | $6.1M |
| Deutsche Bank AG | 0.00% | Add +110.5% | 182,346 | $6.0M |
| Newport Trust Company, LLC | 0.01% | Reduce -9.4% | 181,662 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +26.1% | 171,668 | $5.6M |
| Longaeva Partners L.P. | 0.16% | New | 165,033 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.2% | 158,621 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -7.2% | 145,016 | $4.7M |
| AQR Capital Management | 0.00% | Add +2.8% | 143,564 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.0% | 142,247 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -63.5% | 139,200 | $4.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.4% | 138,075 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Add +10.6% | 137,145 | $4.5M |
| Sei Investments Co. | 0.00% | Add +102.2% | 133,947 | $4.4M |
| Sagefield Capital LP | 0.32% | Reduce -16.9% | 130,524 | $4.3M |
| Energy Income Partners, LLC | 0.07% | New | 130,346 | $4.3M |
| Money Concepts Capital Corp. | 0.20% | Reduce -0.4% | 129,718 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.5% | 116,668 | $4.2M |
| Creative Planning | 0.00% | Add +10.0% | 121,981 | $4.0M |
| Mountain Lake Investment Management LLC | 2.41% | No change | 118,197 | $3.9M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.4% | 115,903 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 113,704 | $3.7M |
| Prudential Financial Inc. | 0.00% | Add +0.8% | 111,116 | $3.6M |
| LMR Partners LLP | 0.03% | New | 108,534 | $3.6M |
| Cibc World Market Inc. | 0.01% | New | 107,575 | $3.5M |
| Citigroup Inc. | 0.00% | Add +16.0% | 106,691 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +41.4% | 102,552 | $3.4M |
| HITE Hedge Asset Management LLC | 0.18% | New | 100,000 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Add +3.4% | 98,710 | $3.2M |
| Grace & White Inc. | 0.50% | Reduce -6.8% | 94,825 | $3.1M |
| Wedge Capital Management L L P | 0.05% | Reduce -4.5% | 90,937 | $3.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -2.1% | 89,549 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.0% | 81,630 | $2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.9% | 81,422 | $2.7M |
| CoreCommodity Management, LLC | 0.49% | Add +115.1% | 74,405 | $2.4M |
| Abbington Investment Group | 1.41% | Add +0.3% | 67,442 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 65,621 | $2.1M |
| Cozad Asset Management Inc. | 0.14% | Add +10.3% | 65,545 | $2.1M |
| SG Capital Management LLC | 0.19% | New | 64,094 | $2.1M |
| LMCG Investments, LLC | 0.11% | Add +1.4% | 62,994 | $2.1M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -84.0% | 62,805 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -7.0% | 60,781 | $2.0M |
| Palisade Capital Management, LP | 0.10% | Reduce -20.9% | 60,711 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +36.2% | 59,822 | $2.0M |
| Fulcrum Asset Management LLP | 0.18% | Reduce -80.0% | 54,380 | $1.8M |
| Voleon Capital Management LP | 0.03% | Reduce -37.0% | 54,975 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -43.3% | 53,439 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +27.3% | 52,517 | $1.7M |
| Tweedy, Browne Co LLC | 0.13% | Add +8.3% | 52,236 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +8.3% | 52,236 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.2% | 51,316 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +14.5% | 51,223 | $1.7M |
| Man Group plc | 0.00% | Reduce -61.7% | 50,467 | $1.7M |
| LPL Financial LLC | 0.00% | Add +62.6% | 50,141 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -18.1% | 50,091 | $1.6M |
| Caxton Associates LLP | 0.03% | Reduce -47.3% | 48,955 | $1.6M |
| Scissortail Wealth Management, LLC | 0.30% | Add +227.4% | 48,180 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +47.7% | 46,954 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.4% | 45,343 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 44,086 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.1% | 43,800 | $1.4M |
| Cadence Wealth Management LLC | 0.63% | Add +6.6% | 43,253 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.3% | 42,737 | $1.4M |
| Hussman Strategic Advisors, Inc. | 0.32% | New | 42,000 | $1.4M |
| Jupiter Topco LLC | 0.00% | — | 41,883 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.5% | 40,701 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 38,456 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.9% | 37,457 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -3.4% | 36,214 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +19.7% | 35,822 | $1.2M |
| BWM Planning, LLC | 0.27% | No change | 35,211 | $1.2M |
| Scopus Asset Management, L.P. | 0.03% | New | 35,000 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.7% | 34,392 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +24.4% | 33,253 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +76.8% | 33,165 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -33.2% | 32,909 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 32,393 | $1.1M |
| Dean Investment Associates, LLC | 0.14% | Reduce -81.6% | 31,751 | $1.0M |
| Private Capital Management, LLC | 0.09% | Reduce -56.2% | 31,500 | $1.0M |
| William B. Walkup & Associates, Inc. | 0.50% | Reduce -10.7% | 31,486 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.8% | 31,267 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.0% | 30,895 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -10.5% | 30,800 | $1.0M |
| DRW Securities, LLC | 0.06% | Add +41.2% | 30,202 | $989K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.0% | 29,043 | $951K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.7% | 28,798 | $943K |
| State of New Jersey Common Pension Fund D | 0.00% | New | 28,594 | $936K |
| MML Investors Services, LLC | 0.00% | Add +12.7% | 27,236 | $892K |
| Arizona State Retirement System | 0.00% | Reduce -0.7% | 26,863 | $879K |
| Hara Capital LLC | 0.46% | No change | 26,837 | $879K |
| Amalgamated Bank | 0.01% | Reduce -6.4% | 26,805 | $878K |
| Cambria Investment Management, L.P. | 0.04% | Add +38.3% | 26,304 | $861K |
| Two Sigma Investments, LP | 0.00% | Reduce -82.7% | 26,299 | $861K |
| Moody National Bank Trust Division | 0.07% | No change | 26,043 | $853K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 25,154 | $824K |
| Raymond James Financial Inc. | 0.00% | Reduce -15.9% | 24,934 | $816K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -1.7% | 24,863 | $814K |
| Jain Global LLC | 0.01% | New | 24,605 | $806K |
| Regions Financial Corp. | 0.00% | Reduce -27.8% | 24,148 | $791K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 24,066 | $788K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +35.3% | 24,021 | $786K |
| Canada Pension Plan Investment Board | 0.00% | No change | 23,900 | $782K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.0% | 23,697 | $776K |
| State of Wisconsin Investment Board | 0.00% | Reduce -50.9% | 23,613 | $773K |
| Evergreen Capital Management LLC | 0.01% | Add +3.3% | 23,483 | $769K |
| TCFG Investment Advisors, LLC | 0.26% | Add +44.3% | 23,153 | $758K |
| Dean Capital Management | 0.27% | Reduce -81.0% | 23,018 | $754K |
| Benjamin Edwards Inc. | 0.01% | Reduce -16.7% | 22,890 | $749K |
| Amundi | 0.00% | Add +85.4% | 22,773 | $746K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 22,761 | $745K |
| Dockside LLC | 0.17% | — | 22,582 | $739K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +2.4% | 23,404 | $724K |
| D. E. Shaw & Co. | 0.00% | Add +230.5% | 21,530 | $705K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.5% | 21,094 | $691K |
| Simplex Trading, LLC | 0.02% | Add +1.8% | 21,031 | $689K |
| Engineers Gate Manager LP | 0.01% | Add +120.3% | 20,962 | $686K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 20,939 | $686K |
| Vise Technologies, Inc. | 0.01% | Reduce -7.5% | 20,851 | $683K |
| PEAK6 LLC | 0.02% | New | 20,504 | $671K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 20,013 | $655K |
| Sigma Planning Corp | 0.02% | Reduce -0.1% | 19,179 | $628K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -49.2% | 19,115 | $626K |
| Voya Investment Management LLC | 0.00% | Add +10.4% | 18,804 | $616K |
| Cerity Partners LLC | 0.00% | Reduce -12.1% | 18,604 | $609K |
| Massar Capital Management, LP | 0.20% | New | 17,897 | $586K |
| Savant Capital, LLC | 0.00% | Reduce -11.7% | 17,474 | $572K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.6% | 17,199 | $563K |
| Natixis Advisors, LLC | 0.00% | Add +38.2% | 17,176 | $562K |
| New Age Alpha Advisors, LLC | 0.02% | New | 16,903 | $553K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.5% | 16,594 | $553K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.8% | 16,291 | $533K |
| Channing Capital Management, LLC | 0.01% | Add +9.9% | 16,183 | $530K |
| Captrust Financial Advisors | 0.00% | Add +1.7% | 16,094 | $527K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -30.1% | 15,934 | $522K |
| Pictet Asset Management Holding SA | 0.00% | No change | 15,417 | $505K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -78.0% | 14,955 | $490K |
| Keybank National Association | 0.00% | Add +71.3% | 14,891 | $488K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,563 | $477K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 14,500 | $475K |
| Profund Advisors LLC | 0.01% | Reduce -43.0% | 14,360 | $470K |
| ProShare Advisors LLC | 0.00% | Reduce -8.8% | 14,045 | $460K |
| Neuberger Berman Group LLC | 0.00% | Add +4.5% | 13,069 | $428K |
| Fruth Investment Management | 0.10% | No change | 12,800 | $419K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,659 | $414K |
| Affinity Wealth Management LLC | 0.05% | New | 12,643 | $414K |
| Legato Capital Management LLC | 0.03% | Reduce -81.0% | 12,004 | $393K |
| Weiss Asset Management LP | 0.01% | New | 11,629 | $381K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 11,445 | $375K |
| Hedges Asset Management LLC | 0.24% | — | 11,200 | $367K |
| Atria Investments, Inc | 0.00% | Reduce -23.0% | 11,139 | $365K |
| Olistico Wealth, LLC | 0.15% | No change | 11,000 | $360K |
| Xponance LLC | 0.00% | Add +5.3% | 10,550 | $345K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.8% | 10,455 | $342K |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 10,280 | $337K |
| KLCM Advisors, Inc. | 0.03% | No change | 10,000 | $327K |
| Bokf, NA | 0.00% | No change | 10,000 | $327K |
| Grant Private Wealth Management Inc | 0.14% | Add +39.6% | 9,925 | $325K |
| Eads & Heald Wealth Management | 0.16% | Reduce -36.7% | 9,920 | $325K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.4% | 9,853 | $323K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.0% | 9,747 | $319K |
| Capital Advisors Inc. | 0.00% | Reduce -3.2% | 9,650 | $316K |
| STRS Ohio | 0.00% | Add +239.3% | 9,500 | $311K |
| Ethic Inc. | 0.00% | Reduce -36.6% | 9,250 | $303K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.6% | 8,937 | $293K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.3% | 8,843 | $290K |
| Magnetar Financial LLC | 0.00% | New | 8,741 | $286K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +1039.4% | 8,682 | $284K |
| Corient Private Wealth LP | 0.00% | Add +24.9% | 8,505 | $278K |
| Connable Office Inc. | 0.02% | Reduce -6.0% | 8,309 | $272K |
| State of Wyoming | 0.03% | Reduce -22.1% | 8,017 | $262K |
| Gotham Asset Management | 0.00% | Add +31.7% | 8,005 | $262K |
| Core Capital Management & Research, inc. | 0.14% | — | 6,000 | $261K |
| Yorktown Management & Research Co Inc | 0.16% | New | 7,800 | $255K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 7,744 | $254K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.4% | 7,248 | $237K |
| Graham Capital Management, L.P. | 0.01% | Reduce -39.5% | 7,168 | $235K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -2.1% | 6,818 | $223K |
| Teacher Retirement System of Texas | 0.00% | New | 6,752 | $221K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,562 | $215K |
| Jones Financial Companies LLLP | 0.00% | Add +53.8% | 6,263 | $212K |
| CIBC Asset Management Inc | 0.00% | No change | 6,354 | $208K |
| Choreo, LLC | 0.00% | Add +3.1% | 6,309 | $207K |
| Waterloo Capital, L.P. | 0.01% | Reduce -15.7% | 6,244 | $204K |
| Integrated Investment Consultants, LLC | 0.04% | Reduce -0.5% | 6,224 | $204K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,210 | $203K |
| Permanent Capital Management, LP | 0.03% | New | 6,200 | $203K |
| Legacy Financial Advisors, Inc. | 0.02% | Add +0.4% | 6,173 | $202K |
| Kingdom Financial Group LLC. | 0.05% | New | 5,519 | $181K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.8% | 5,455 | $179K |
| Toronto Dominion Bank | 0.00% | New | 5,417 | $177K |
| GAMMA Investing LLC | 0.01% | Add +4.5% | 5,223 | $171K |
| Summit Securities Group LLC | 0.03% | Add +20012.0% | 5,028 | $165K |
| Pavaki Capital Management LLC | 0.08% | New | 4,500 | $147K |
| Signaturefd, LLC | 0.00% | Reduce -2.3% | 3,635 | $119K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.5% | 3,514 | $115K |
| Nykredit A/S | 0.00% | — | 3,419 | $112K |
| SouthState Bank Corp | 0.00% | New | 3,304 | $108K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.0% | 3,156 | $103K |
| KBC Group NV | 0.00% | No change | 3,079 | $101K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,960 | $99K |
| Walleye Trading LLC | 0.00% | Reduce -74.1% | 2,969 | $97K |
| Bayforest Capital Ltd | 0.09% | Reduce -57.3% | 2,890 | $95K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.6% | 2,683 | $88K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.5% | 2,414 | $79K |
| Aquatic Capital Management LLC | 0.00% | New | 2,404 | $79K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.9% | 2,293 | $75K |
| Rexford Capital Inc. | 0.04% | No change | 2,200 | $72K |
| Eastern Bank | 0.00% | No change | 2,017 | $66K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $65K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.4% | 1,788 | $59K |
| Bessemer Group Inc. | 0.00% | Add +246.5% | 1,698 | $55K |
| Versant Capital Management, Inc | 0.00% | No change | 1,548 | $51K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.6% | 1,494 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.2% | 1,480 | $48K |
| Sterling Capital Management LLC | 0.00% | Reduce -55.6% | 1,463 | $48K |
| Blue Trust, Inc. | 0.00% | No change | 1,418 | $46K |
| Rothschild Investment LLC | 0.00% | No change | 1,337 | $44K |
| Arax Advisory Partners | 0.00% | Add +619.9% | 1,267 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -42.3% | 1,120 | $37K |
| Amova Asset Management Americas, Inc. | 0.00% | New | 1,054 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 1,003 | $33K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.1% | 1,021 | $32K |
| Optiver Holding B.V. | 0.00% | New | 894 | $29K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.6% | 890 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 885 | $29K |
| Huntington National Bank | 0.00% | No change | 809 | $26K |
| Private Trust Co. NA | 0.00% | No change | 766 | $25K |
| Essex Investment Management Co. LLC | 0.00% | No change | 733 | $24K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -5.4% | 705 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | Add +6.5% | 691 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 625 | $20K |
| IFP Advisors, Inc | 0.00% | Reduce -34.3% | 595 | $19K |
| UMB Bank, n.a. | 0.00% | Add +8.1% | 564 | $18K |
| Allworth Financial LP | 0.00% | Reduce -76.5% | 540 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 456 | $15K |
| Los Angeles Capital Management LLC | 0.00% | No change | 437 | $14K |
| Global Retirement Partners, LLC | 0.00% | — | 411 | $13K |
| Park Place Capital Corp | 0.00% | No change | 380 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 379 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 379 | $12K |
| Kentucky Trust Co | 0.01% | No change | 365 | $12K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +0.6% | 345 | $11K |
| Quent Capital, LLC | 0.00% | No change | 337 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 304 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 300 | $10K |
| Alpine Bank Wealth Management | 0.00% | New | 299 | $10K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.01% | New | 25 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +64.2% | 284 | $9K |
| Purpose Unlimited Inc. | 0.00% | No change | 275 | $9K |
| Covestor Ltd | 0.01% | Add +7.4% | 275 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +6.4% | 251 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 245 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.4% | 237 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.4% | 237 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +122.8% | 225 | $7K |
| CVA Family Office, LLC | 0.00% | Add +22.5% | 223 | $7K |
| McMillan Office, Inc. | 0.00% | No change | 200 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 179 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 163 | $5K |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 144 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 142 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +34.0% | 134 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -1.6% | 127 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +154.3% | 117 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +2.0% | 101 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $3K |
| International Assets Investment Management, LLC | 0.00% | Reduce -66.8% | 100 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 92 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +85.7% | 91 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +5.4% | 78 | $3K |
| Kilter Group LLC | 0.00% | No change | 73 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 70 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 66 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 65 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 58 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1020.0% | 56 | $2K |
| Assetmark, Inc. | 0.00% | No change | 51 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -49.4% | 44 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 46 | $2K |
| Quarry LP | 0.00% | New | 46 | $2K |
| TD Capital Management LLC | 0.00% | Add +2.6% | 40 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 39 | $1K |
| Essential Partners LLC | 0.00% | Reduce -74.5% | 36 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 34 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 30 | $982 |
| Country Trust Bank | 0.00% | No change | 30 | $982 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 29 | $949 |
| Institute for Wealth Management, LLC. | 0.00% | New | 28 | $922 |
| Hughes Financial Services, LLC | 0.00% | No change | 22 | $720 |
| Compass Financial Management LLC | 0.00% | — | 22 | $720 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +61.5% | 21 | $688 |
| SJS Investment Consulting Inc. | 0.00% | No change | 21 | $688 |
| Torren Management, LLC | 0.00% | Add +5.3% | 20 | $639 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +11.8% | 19 | $623 |
| Activest Wealth Management | 0.00% | Add +1800.0% | 19 | $622 |
| Inspire Investing, LLC | 0.00% | Reduce -64.6% | 17 | $554 |
| Ankerstar Wealth, LLC | 0.00% | No change | 16 | $524 |
| Investors Portfolio Services LLC | 0.00% | No change | 16 | $524 |
| HFM Investment Advisors, LLC | 0.00% | Add +87.5% | 15 | $492 |
| Clearstead Advisors, LLC | 0.00% | New | 15 | $492 |
| Harbour Investments, Inc. | 0.00% | No change | 15 | $491 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 14 | $472 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 13 | $429 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 13 | $426 |
| LRI Investments, LLC | 0.00% | New | 12 | $393 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 9 | $295 |
| Abound Wealth Management | 0.00% | No change | 6 | $197 |
| Davis Capital Management | 0.00% | New | 5 | $164 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $124 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $66 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $45 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
| Avion Wealth | 0.00% | No change | 25 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 14 | $0 |
| Navigoe, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is HP's weight in each manager's 13F, not the share of Helmerich & Payne the manager owns.