Who owns Helmerich & Payne (HP)
Which tracked institutional funds hold HP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
44 tracked funds added or opened HP while 110 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 349 tracked filers holding HP, 162 increased or opened the position and 194 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- BALYASNY ASSET MANAGEMENT L.P.$14M
- READYSTATE ASSET MANAGEMENT LP$9M
- Longaeva Partners L.P.$5M
- Energy Income Partners, LLC$4M
- LMR Partners LLP$4M
- CIBC WORLD MARKET INC.$4M
Full exits 27
- NFJ INVESTMENT GROUP, LLC$12M
- Aventail Capital Group, LP$7M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3M
- CANADA LIFE ASSURANCE Co$3M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
- Y-Intercept (Hong Kong) Ltd$3M
Largest adds
- BlackRock, Inc.$123M
- Alyeska Investment Group, L.P.$33M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$23M
- VICTORY CAPITAL MANAGEMENT INC$13M
- Bridgewater Associates, LP$13M
- Invesco Ltd.$10M
Largest trims
- GOLDMAN SACHS GROUP INC$51M
- CITADEL ADVISORS LLC$34M
- VAN ECK ASSOCIATES CORP$28M
- Walleye Capital LLC$26M
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$26M
- UBS Group AG$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,679,163 | $513M | 15.9% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7,841,430 | $257M | 7.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,176,754 | $202M | 6.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,907,212 | $193M | 6.0% | 2026-Q2 |
| STATE STREET CORP added | 4,522,913 | $148M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,166,781 | $136M | 4.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,847,788 | $126M | 3.9% | 2026-Q2 |
| Invesco Ltd. added | 3,749,623 | $123M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,852,442 | $93M | 2.9% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,749,682 | $90M | 2.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,549,076 | $83M | 2.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,183,854 | $71M | 2.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,900,404 | $62M | 1.9% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 1,798,141 | $59M | 1.8% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,584,368 | $52M | 1.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,526,707 | $50M | 1.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,413,448 | $46M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,349,754 | $44M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,340,382 | $44M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,324,683 | $43M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,292,240 | $42M | 1.3% | 2026-Q2 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 1,174,105 | $38M | 1.2% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 1,062,600 | $35M | 1.1% | 2026-Q2 |
| BARCLAYS PLC added | 1,043,136 | $34M | 1.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 998,372 | $33M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 934,818 | $31M | 0.9% | 2026-Q2 |
| SPROTT INC. trimmed | 843,458 | $28M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 824,876 | $27M | 0.8% | 2026-Q2 |
| Canoe Financial LP trimmed | 821,162 | $27M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 743,132 | $24M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 671,764 | $22M | 0.7% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 619,420 | $20M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 615,775 | $20M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 518,106 | $17M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 500,361 | $16M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 484,668 | $16M | 0.5% | 2026-Q2 |
| Bridgewater Associates, LP added | 472,990 | $15M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 451,191 | $15M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 448,947 | $15M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 438,367 | $14M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 434,242 | $15M | 0.5% | 2026-Q2 |
| MetLife Investment Management, LLC added | 426,602 | $14M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 419,779 | $14M | 0.4% | 2026-Q2 |
| FMR LLC trimmed | 349,994 | $11M | 0.4% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 323,297 | $11M | 0.3% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 284,389 | $9M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 283,254 | $9M | 0.3% | 2026-Q2 |
| Gibraltar Capital Management, Inc. trimmed | 270,240 | $9M | 0.3% | 2026-Q2 |
| NORGES BANK trimmed | 257,156 | $8M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 256,409 | $8M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 256,235 | $8M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 239,506 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 220,924 | $7M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 217,907 | $7M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 216,497 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 194,900 | $6M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 185,417 | $6M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 182,346 | $6M | 0.2% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 181,662 | $6M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 171,668 | $6M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. new | 165,033 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 158,621 | $5M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 145,016 | $5M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 143,564 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 142,247 | $5M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 139,200 | $5M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 138,075 | $5M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 137,145 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 133,947 | $4M | 0.1% | 2026-Q2 |
| Sagefield Capital LP trimmed | 130,524 | $4M | 0.1% | 2026-Q2 |
| Energy Income Partners, LLC added | 130,346 | $4M | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 129,718 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 121,981 | $4M | 0.1% | 2026-Q2 |
| Mountain Lake Investment Management LLC | 118,197 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 116,668 | $4M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 115,903 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 113,704 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 111,116 | $4M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 108,534 | $4M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 107,575 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 106,691 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 102,552 | $3M | 0.1% | 2026-Q2 |
| HITE Hedge Asset Management LLC new | 100,000 | $3M | 0.1% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 94,825 | $3M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 90,937 | $3M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 89,549 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 81,422 | $3M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 74,405 | $2M | 0.1% | 2026-Q2 |
| ABBINGTON INVESTMENT GROUP added | 67,442 | $2M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 65,545 | $2M | 0.1% | 2026-Q2 |
| SG Capital Management LLC new | 64,094 | $2M | 0.1% | 2026-Q2 |
| LMCG INVESTMENTS, LLC added | 62,994 | $2M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 62,805 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 60,781 | $2M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 60,711 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 59,822 | $2M | 0.1% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 54,975 | $2M | 0.1% | 2026-Q2 |
| Fulcrum Asset Management LLP trimmed | 54,380 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 53,439 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 52,517 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.