| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | -8.1% | $217,670,903 | -$17,072,070 | 14,358,239 | -7.3% | BlackRock, Inc. | 30 Jun 2025 |
| DIMENSIONAL FUND ADVISORS LP | 5.2% | +4% | $148,139,800 | +$5,590,736 | 5,165,265 | +3.9% | Dimensional Fund Advisors LP | 31 Dec 2025 |
As of 31 Dec 2025, 354 institutional investors reported holding 98,646,311 shares of Helmerich & Payne, Inc. - Common Stock (HP). This represents 99% of the company’s total 99,332,019 outstanding shares.
The largest institutional shareholders of Helmerich & Payne, Inc. - Common Stock (HP) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 14,726,559 | +1.8% | 0.01% | $422,357,716 |
| VANGUARD GROUP INC | 11% | 10,759,269 | -0.86% | 0% | $308,575,834 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.9% | 7,841,430 | 0% | 0.18% | $224,892,212 |
| DIMENSIONAL FUND ADVISORS LP | 5.2% | 5,165,265 | +3.9% | 0.03% | $148,141,149 |
| STATE STREET CORP | 4.3% | 4,222,536 | +0.79% | 0% | $121,102,332 |
| Invesco Ltd. | 3.5% | 3,468,526 | +15% | 0.02% | $99,477,326 |
| AMERICAN CENTURY COMPANIES INC | 3.5% | 3,438,812 | -1% | 0.05% | $98,625,151 |
| EARNEST PARTNERS LLC | 2.9% | 2,895,761 | -7.9% | 0.36% | $83,050,425 |
| MORGAN STANLEY | 2.4% | 2,344,793 | -17% | 0% | $67,248,697 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 2,328,848 | -0.06% | 0% | $66,801,471 |
| Encompass Capital Advisors LLC | 2.1% | 2,081,644 | +165% | 2.9% | $59,701,550 |
| VAN ECK ASSOCIATES CORP | 1.9% | 1,871,300 | +21% | 0.04% | $53,669,000 |
| CITADEL ADVISORS LLC | 1.9% | 1,866,081 | +1027% | 0.04% | $53,519,203 |
| VICTORY CAPITAL MANAGEMENT INC | 1.8% | 1,789,035 | -32% | 0.03% | $51,309,524 |
| Fisher Asset Management, LLC | 1.7% | 1,731,208 | +1.5% | 0.02% | $49,651,054 |
| Balyasny Asset Management L.P. | 1.4% | 1,417,942 | -34% | 0.08% | $40,666,577 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 1,266,272 | -1.7% | 0.01% | $36,316,681 |
| NORTHERN TRUST CORP | 1.2% | 1,231,802 | -7.6% | 0% | $35,328,081 |
| UBS Group AG | 1.2% | 1,215,192 | +23% | 0.01% | $34,851,707 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 1.2% | 1,174,105 | 0% | 1.6% | $33,661,590 |
| AMERIPRISE FINANCIAL INC | 0.99% | 988,200 | -19% | 0.01% | $28,341,579 |
| Bank of New York Mellon Corp | 0.95% | 944,075 | -3% | 0% | $27,076,077 |
| SPROTT INC. | 0.94% | 937,408 | -3.3% | 0.96% | $26,884,861 |
| GOLDMAN SACHS GROUP INC | 0.84% | 830,425 | -19% | 0% | $23,816,583 |
| DEPRINCE RACE & ZOLLO INC | 0.81% | 806,151 | 0.44% | $23,120,411 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 98,646,311 | $2,829,504,072 | +$38,850,056 | $28.68 | 354 |
| 2025 Q3 | 97,121,778 | $2,145,524,846 | +$7,540,502 | $22.09 | 332 |
| 2025 Q2 | 97,743,497 | $1,482,040,297 | -$92,295,344 | $15.16 | 335 |
| 2025 Q1 | 99,265,382 | $2,592,823,608 | -$138,005,183 | $26.12 | 351 |
| 2024 Q4 | 102,992,877 | $3,298,387,780 | -$87,857,117 | $32.02 | 372 |
| 2024 Q3 | 105,783,744 | $3,224,395,261 | -$40,519,455 | $30.42 | 381 |
| 2024 Q2 | 106,154,618 | $3,836,625,630 | +$83,738,682 | $36.14 | 383 |
| 2024 Q1 | 103,601,140 | $4,356,701,335 | -$43,192,064 | $42.06 | 400 |
| 2023 Q4 | 104,929,548 | $3,800,452,558 | +$223,093,121 | $36.22 | 389 |
| 2023 Q3 | 98,011,968 | $4,132,532,933 | +$106,149,153 | $42.16 | 372 |
| 2023 Q2 | 95,945,675 | $3,401,134,057 | -$35,943,614 | $35.45 | 356 |
| 2023 Q1 | 97,101,968 | $3,471,416,041 | -$48,384,245 | $35.75 | 369 |
| 2022 Q4 | 97,460,627 | $4,831,074,767 | +$3,358,197 | $49.57 | 386 |
| 2022 Q3 | 97,647,452 | $3,610,447,706 | -$47,219,707 | $36.97 | 341 |
| 2022 Q2 | 98,732,593 | $4,251,725,067 | +$169,430,217 | $43.06 | 331 |
| 2022 Q1 | 95,827,978 | $4,100,318,818 | +$135,894,189 | $42.78 | 339 |
| 2021 Q4 | 92,833,465 | $2,200,733,063 | -$95,403,683 | $23.70 | 291 |
| 2021 Q3 | 95,503,900 | $2,618,428,758 | -$81,049,070 | $27.41 | 293 |
| 2021 Q2 | 98,051,759 | $3,199,320,305 | +$107,937,581 | $32.63 | 297 |
| 2021 Q1 | 95,512,548 | $2,574,654,011 | -$22,529,063 | $26.96 | 312 |
| 2020 Q4 | 97,562,881 | $2,260,739,023 | +$47,880,129 | $23.16 | 301 |
| 2020 Q3 | 96,331,775 | $1,410,506,740 | -$2,115,513 | $14.65 | 294 |
| 2020 Q2 | 94,646,124 | $1,844,316,923 | -$77,063,584 | $19.51 | 331 |
| 2020 Q1 | 99,523,933 | $1,558,321,755 | -$216,600,636 | $15.65 | 345 |
| 2019 Q4 | 98,095,496 | $4,456,056,584 | -$25,688,533 | $45.43 | 426 |
| 2019 Q3 | 98,952,919 | $3,964,736,060 | -$60,870,328 | $40.07 | 439 |
| 2019 Q2 | 99,959,853 | $5,059,189,457 | +$24,813,359 | $50.62 | 504 |
| 2019 Q1 | 100,137,691 | $5,564,327,943 | -$126,434,066 | $55.56 | 506 |
| 2018 Q4 | 102,503,236 | $4,913,696,897 | +$59,799,647 | $47.94 | 495 |
| 2018 Q3 | 99,850,617 | $6,866,254,256 | -$80,820,610 | $68.77 | 535 |
| 2018 Q2 | 101,080,729 | $6,444,899,208 | -$296,381,055 | $63.76 | 541 |
| 2018 Q1 | 105,231,797 | $7,003,448,140 | -$749,341,139 | $66.56 | 524 |
| 2017 Q4 | 116,748,760 | $7,546,056,383 | +$59,265,651 | $64.64 | 506 |
| 2017 Q3 | 116,469,491 | $6,069,284,605 | -$217,319,810 | $52.11 | 477 |
| 2017 Q2 | 120,562,070 | $6,550,760,872 | +$307,377,193 | $54.34 | 467 |
| 2017 Q1 | 114,484,880 | $7,620,659,878 | +$941,913,281 | $66.57 | 535 |
| 2016 Q4 | 111,271,138 | $8,607,772,505 | -$738,912,359 | $77.40 | 552 |
| 2016 Q3 | 120,775,248 | $8,122,858,714 | +$233,904,943 | $67.30 | 492 |
| 2016 Q2 | 117,284,731 | $7,871,669,074 | +$140,072,654 | $67.13 | 500 |
| 2016 Q1 | 115,560,459 | $6,783,240,739 | -$10,594,923 | $58.72 | 496 |
| 2015 Q4 | 116,177,207 | $6,220,271,153 | +$236,508,359 | $53.55 | 480 |
| 2015 Q3 | 111,569,903 | $5,273,581,257 | +$264,960,251 | $47.26 | 462 |
| 2015 Q2 | 104,784,809 | $7,377,527,837 | -$73,631,570 | $70.42 | 491 |
| 2015 Q1 | 105,971,890 | $7,212,619,387 | +$862,495,222 | $68.07 | 496 |
| 2014 Q4 | 93,744,521 | $6,317,714,934 | -$300,271,154 | $67.42 | 523 |
| 2014 Q3 | 94,612,043 | $9,259,282,952 | -$461,966,532 | $97.87 | 566 |
| 2014 Q2 | 98,911,792 | $11,486,683,685 | -$186,575,610 | $116.11 | 580 |
| 2014 Q1 | 100,667,104 | $10,827,497,420 | +$38,912,761 | $107.56 | 573 |