Helmerich & Payne Ownership | Who Owns Helmerich & Payne?
Helmerich & Payne Ownership Summary
Helmerich & Payne is owned by 31.51% institutional investors, 3.89% insiders, and 64.60% 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 6.11% of its assets in Helmerich & Payne shares.
HP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helmerich & Payne | 31.51% | 3.89% | 64.60% |
| Sector | Energy Stocks | 79.05% | 16.37% | 4.58% |
| Industry | Oil & Gas Drilling Stocks | 58.80% | 9.85% | 31.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 15.89M | 16.09% | $574.34M |
| Blackrock funding, inc. /de | 15.27M | 15.39% | $550.29M |
| Vanguard group | 10.76M | 10.82% | $308.58M |
| State farm mutual automobile insurance | 7.84M | 7.90% | $282.53M |
| Dimensional fund advisors lp | 5.74M | 5.78% | $206.66M |
| State street | 4.39M | 4.42% | $158.18M |
| American century companies | 3.71M | 3.73% | $133.51M |
| Invesco | 3.25M | 3.27% | $117.10M |
| Earnest partners | 2.84M | 2.86% | $102.31M |
| Morgan stanley | 2.66M | 2.68% | $95.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mountain lake investment management | 118.20K | 2.75% | $4.26M |
| Fairfax financial ltd/ can | 1.17M | 2.18% | $42.30M |
| Price jennifer c. | 50.00K | 2.12% | $1.60M |
| Dean capital management | 120.91K | 1.80% | $4.36M |
| Gibraltar capital management | 272.07K | 1.69% | $9.80M |
| Fulcrum asset management llp | 272.48K | 1.48% | $9.77M |
| Sprott | 857.41K | 0.90% | $30.89M |
| Dean investment associates | 172.65K | 0.88% | $6.22M |
| Grace & white inc /ny | 101.72K | 0.65% | $3.67M |
| Napatree capital | 20.88K | 0.61% | $754.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.62M | 0.01% | 1.79M |
| Canoe financial lp | 919.50K | 0.45% | 919.50K |
| Barclays | 994.95K | 0.01% | 839.09K |
| Bnp paribas arbitrage, snc | 1.17M | 0.02% | 826.84K |
| Citadel advisors | 2.66M | 0.02% | 792.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arga investment management, lp | - | - | -2.69M |
| Pacer advisors | - | - | -2.69M |
| Encompass capital advisors | - | - | -2.08M |
| Balyasny asset management | - | - | -1.42M |
| Boston trust walden | - | - | -836.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Canoe financial lp | 919.50K | 0.45% | 919.50K | $33.13M |
| Vanguard fiduciary trust | 635.49K | 0.01% | 635.49K | $22.90M |
| Healthcare of ontario pension plan trust fund | 277.06K | 0.02% | 277.06K | $9.98M |
| Fulcrum asset management llp | 272.48K | 1.48% | 272.48K | $9.77M |
| Qube research | 246.11K | 0.01% | 246.11K | $8.87M |
Sold Out
| Holder | Change |
|---|---|
| Retirement wealth solutions | -1.00 |
| Ross\johnson & associates | -4.00 |
| Tfo-tdc | -7.00 |
| Flagship harbor advisors | -7.00 |
| Voisard asset management group | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 219 | -41.91% | 31,275,670 | -68.44% | 31 | 0.32% | 98 | -46.15% | 63 | -48.78% |
| Dec 31, 2025 | 261 | -26.48% | 69,779,195 | -28.15% | 70 | 0.73% | 121 | -28.40% | 83 | -29.66% |
| Sep 30, 2025 | 238 | -32.00% | 70,797,597 | -25.20% | 71 | 0.79% | 100 | -48.19% | 88 | -10.20% |
| Jun 30, 2025 | 357 | -1.92% | 97,658,937 | -1.50% | 98 | 0.99% | 194 | 8.38% | 102 | -17.07% |
| Mar 31, 2025 | 362 | -7.18% | 99,160,725 | -3.74% | 99 | 0.92% | 180 | 0.56% | 122 | -12.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.10M | 6.11% | 1.31K |
| Loomis Sayles MFD Class C | 5.82M | 5.72% | -1.12M |
| Loomis Sayles Strategic Alpha | 4.89M | 4.81% | 4.89M |
| Avantis US Small Cap Value ETF | 3.12M | 3.12% | - |
| Vanguard US Total Market Shares ETF | 2.85M | 2.87% | 2.30K |
| Vanguard Total Stock Mkt Idx Inv | 2.88M | 2.83% | 20.05K |
| Pacer US Small Cap Cash Cows 100 ETF | 2.60M | 2.64% | -8.88K |
| iShares Russell 2000 ETF | 2.32M | 2.32% | 19.55K |
| Vanguard Small Cap Index | 2.07M | 2.04% | 59.18K |
| VanEck Oil Services ETF | 1.66M | 1.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 18, 2026 | Hair Cara M. | SVP, CORP. SERVICES & CLO | Sell | $1.17M |
| Mar 19, 2026 | Hair Cara M. | SVP, CORP. SERVICES & CLO | Sell | $2.15M |
| Dec 19, 2025 | HELMERICH HANS | - | Sell | $702.50K |
| Dec 19, 2025 | HELMERICH HANS | - | Sell | $1.41M |
| Dec 03, 2025 | Momper Sara Marie | VP, CAO | Sell | $201.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
HP Ownership FAQ
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