Institutional Ownership Helmerich & Payne, Inc. (HP)
This table provides information about the institutional ownership of Helmerich & Payne, Inc. (HP). We have compiled data on the 402 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,391
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
46
shares
|
$1,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
39
shares
|
$1,085
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
38
shares
|
$1,057
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31
shares
|
$862
0.0% of portfolio
|
Q3 2025
Reduced 45.61%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
30
shares
|
$834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
30
shares
|
$834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
25
shares
|
$695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$667
0.0% of portfolio
|
Q3 2023
Added 4.35%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
24
shares
|
$667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$640
0.0% of portfolio
|
Q3 2025
Reduced 93.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
23
shares
|
$640
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
14
shares
|
$389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$194
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2025
New holding
|
|