Helmerich & Payne, Inc. (HP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

98,679,592Shares Outstanding

9,745,856Shares held by institutions

$324,634,463Value of institutional holdings

97.26%Institutional ownership %

3.89%Shares Changed QoQ

346No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Helmerich & Payne, Inc. (NYSE:HP) currently has 346 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Helmerich & Payne owned by institutions changed from 98.7% in September 2025 to 97.3% in December 2025, marking a slight down trend.
Institutional share ownership changed by 3.89% QoQ, while the number of institutional owners saw a decrease of 6.99% YoY.
A review of institutional activity for Helmerich & Payne shows 169 of 346 filers increasing their positions, while 120 reduced their stake, and 57 remained unchanged.
Collectively, institutional investors increased their stake in Helmerich & Payne to 95.98Mn shares as of December 2025, a change that is up by 3.59Mn shares quarter on quarter and down 7.22Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held Helmerich & Payne's largest shareholding position with over 14.73Mn shares, representing 14.92% of total outstanding shares.
Among the most significant buyers of Helmerich & Payne during December 2025 were CITADEL ADVISORS LLC (1.70Mn), Encompass Capital Advisors LLC (1.30Mn), DEPRINCE RACE & ZOLLO INC (806.15K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (510.98K), Mariner, LLC (507.79K).
Leading sellers of Helmerich & Payne stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (849.85K), LSV ASSET MANAGEMENT (804.98K), BALYASNY ASSET MANAGEMENT L.P. (714.32K), MILLENNIUM MANAGEMENT LLC (569.08K), MORGAN STANLEY (491.84K).
The top 10 institutional holders of Helmerich & Payne for the quarter ending December 2025 included BlackRock, Inc. (14.73Mn), VANGUARD GROUP INC (10.76Mn), STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (7.84Mn), DIMENSIONAL FUND ADVISORS LP (5.17Mn), STATE STREET CORP (4.22Mn), AMERICAN CENTURY COMPANIES INC (3.44Mn), EARNEST PARTNERS LLC (2.90Mn), MORGAN STANLEY (2.34Mn), GEODE CAPITAL MANAGEMENT, LLC (2.33Mn), Encompass Capital Advisors LLC (2.08Mn).

346 Institutional Holders

9,745,856 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	14,726,559	253,715	1.75%	$422,357,716.00
VANGUARD GROUP INC	31 Dec, 2025	10,759,269	-93,210	-0.86%	$308,575,834.00
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	31 Dec, 2025	7,841,430	0	0.00%	$224,892,212.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	5,165,265	194,935	3.92%	$148,141,149.00
STATE STREET CORP	31 Dec, 2025	4,222,536	33,193	0.79%	$121,102,332.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	3,438,812	-35,224	-1.01%	$98,625,151.00
EARNEST PARTNERS LLC	31 Dec, 2025	2,895,761	-248,533	-7.90%	$83,050,425.00
MORGAN STANLEY	31 Dec, 2025	2,344,793	-491,841	-17.34%	$67,248,697.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,328,848	-1,397	-0.06%	$66,801,471.00
Encompass Capital Advisors LLC	31 Dec, 2025	2,081,644	1,296,537	165.14%	$59,701,550.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	1,871,300	321,021	20.71%	$53,669.00
CITADEL ADVISORS LLC	31 Dec, 2025	1,866,081	1,700,433	1,026.53%	$53,519,203.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	1,789,035	-849,850	-32.20%	$51,309,524.00
Fisher Asset Management, LLC	31 Dec, 2025	1,731,208	25,085	1.47%	$49,651,054.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,417,942	-714,323	-33.50%	$40,666,577.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,266,272	-22,397	-1.74%	$36,316,681.00
NORTHERN TRUST CORP	31 Dec, 2025	1,231,802	-101,940	-7.64%	$35,328,081.00
UBS Group AG	31 Dec, 2025	1,215,192	227,038	22.98%	$34,851,707.00
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	31 Dec, 2025	1,174,105	0	0.00%	$33,661,590.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	988,200	-229,857	-18.87%	$28,341,579.00

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