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Helmerich & Payne Ownership | Who Owns Helmerich & Payne?

OverviewForecastRevenueFinancialsChartTranscripts

Helmerich & Payne Ownership Summary

Helmerich & Payne is owned by 70.17% institutional investors, 3.98% insiders, and 25.85% retail investors. Blackrock is the largest institutional shareholder, holding 16.09% of HP shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.93% of its assets in Helmerich & Payne shares.

HP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHelmerich & Payne70.17%3.98%25.85%
SectorEnergy Stocks 147.73%15.16%-62.89%
IndustryOil & Gas Drilling Stocks48.73%8.88%42.39%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock15.89M16.09%$574.34M
Blackrock funding, inc. /de14.73M14.83%$422.36M
Vanguard group10.76M10.82%$308.58M
State farm mutual automobile insurance7.84M7.90%$224.89M
Dimensional fund advisors lp5.17M5.20%$148.14M
State street4.19M4.22%$92.54M
American century companies3.47M3.50%$76.74M
Invesco3.00M3.02%$66.34M
Earnest partners2.90M2.92%$83.05M
Victory capital management2.64M2.66%$58.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mountain lake investment management136.39K2.24%$3.01M
Price jennifer c.50.00K2.12%$1.60M
Gibraltar capital management306.93K1.50%$8.80M
Fairfax financial ltd/ can1.17M1.26%$25.95M
Dean capital management134.16K1.16%$2.96M
Sagefield capital lp376.45K0.93%$8.32M
Sprott937.41K0.91%$26.88M
Napatree capital20.88K0.61%$754.57K
Encompass capital advisors785.11K0.61%$17.34M
Grace & white inc /ny119.13K0.61%$3.42M

Top Buyers

HolderShares% AssetsChange
Balyasny asset management2.04M0.05%1.30M
Ameriprise financial1.22M0.01%925.92K
Deprince race & zollo806.15K0.44%806.15K
Encompass capital advisors785.11K0.61%785.11K
Mariner530.55K0.02%507.79K

Top Sellers

HolderShares% AssetsChange
Arga investment management, lp---2.69M
Pacer advisors---2.69M
Manufacturers life insurance company, the131.59K0.00%-1.59M
Victory capital management2.64M0.03%-1.05M
Boston trust walden---836.17K

New Positions

HolderShares% AssetsChangeValue
Deprince race & zollo806.15K0.44%806.15K$23.12M
Encompass capital advisors785.11K0.61%785.11K$17.34M
Sagefield capital lp376.45K0.93%376.45K$8.32M
Grantham, mayo, van otterloo246.80K0.02%246.80K$5.45B
Edgestream partners230.62K0.15%230.62K$5.09M

Sold Out

HolderChange
Retirement wealth solutions-1.00
Tfo-tdc-7.00
Voisard asset management group-8.00
Wealthtrak capital management-10.00
Global financial private client-12.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025261-26.48%69,779,195-28.15%700.73%121-28.40%83-29.66%
Sep 30, 2025238-32.00%70,797,597-25.20%710.79%100-48.19%88-10.20%
Jun 30, 2025357-1.92%97,658,937-1.50%980.99%1948.38%102-17.07%
Mar 31, 2025362-7.18%99,160,725-3.74%990.92%1800.56%122-12.23%
Dec 31, 2024220-44.58%63,670,491-39.46%640.57%100-45.65%75-45.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF6.03M5.93%-576.24K
Loomis Sayles MFD Class C5.82M5.72%-1.12M
Loomis Sayles Strategic Alpha4.89M4.81%4.89M
Avantis US Small Cap Value ETF3.10M3.05%5.64K
Vanguard US Total Market Shares ETF2.85M2.87%2.30K
Vanguard Total Stock Mkt Idx Inv2.85M2.80%9.36K
Pacer US Small Cap Cash Cows 100 ETF2.60M2.64%-8.88K
iShares Russell 2000 ETF2.33M2.29%129.54K
Vanguard Small Cap Index2.01M1.97%-1.73K
VanEck Oil Services ETF1.90M1.87%29.56K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 19, 2025HELMERICH HANS-Sell$1.41M
Dec 19, 2025HELMERICH HANS-Sell$702.50K
Dec 03, 2025Momper Sara Marie VP, CAOSell$201.97K
Aug 18, 2025Momper Sara Marie VP, CAOSell$119.46K
Feb 18, 2025Foutch Randy A-Buy$99.75K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q4-3
2025 Q3-1
2025 Q2--
2025 Q13-

HP Ownership FAQ

Who Owns Helmerich & Payne?

Helmerich & Payne shareholders are primarily institutional investors at 70.17%, followed by 3.98% insiders and 25.85% retail investors. The average institutional ownership in Helmerich & Payne's industry, Oil & Gas Drilling Stocks, is 48.73%, which Helmerich & Payne exceeds.

Who owns the most shares of Helmerich & Payne?

Helmerich & Payne’s largest shareholders are Blackrock (15.89M shares, 16.09%), Blackrock funding, inc. /de (14.73M shares, 14.83%), and Vanguard group (10.76M shares, 10.82%). Together, they hold 41.75% of Helmerich & Payne’s total shares outstanding.

Does Blackrock own Helmerich & Payne?

Yes, BlackRock owns 16.09% of Helmerich & Payne, totaling 15.89M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 574.34M$. In the last quarter, BlackRock decreased its holdings by -304K shares, a -1.88% change.

Who is Helmerich & Payne’s biggest shareholder by percentage of total assets invested?

Mountain lake investment management is Helmerich & Payne’s biggest shareholder by percentage of total assets invested, with 2.24% of its assets in 136.39K Helmerich & Payne shares, valued at 3.01M$.

Who is the top mutual fund holder of Helmerich & Payne shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Helmerich & Payne shares, with 5.93% of its total shares outstanding invested in 6.03M Helmerich & Payne shares.

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