Helmerich & Payne Ownership | Who Owns Helmerich & Payne?


OverviewForecastRevenueFinancialsChartTranscripts

Helmerich & Payne Ownership Summary


Helmerich & Payne is owned by 103.54% institutional investors, 3.84% insiders. 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 6.09% of its assets in Helmerich & Payne shares.

HP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHelmerich & Payne103.54%3.84%-7.38%
SectorEnergy Stocks 63.30%15.65%21.05%
IndustryOil & Gas Drilling Stocks94.33%7.96%-2.29%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock15.89M16.09%$574.34M
Blackrock funding, inc. /de15.68M15.70%$513.34M
Vanguard group10.76M10.82%$308.58M
State farm mutual automobile insurance7.84M7.85%$256.73M
Dimensional fund advisors lp5.91M5.91%$193.41M
State street4.52M4.53%$148.08M
Vanguard capital management4.17M4.17%$136.42M
American century companies3.85M3.85%$125.98M
Invesco3.75M3.75%$122.76M
Geode capital management2.85M2.86%$93.40M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mountain lake investment management118.20K2.41%$3.87M
Price jennifer c.50.00K2.12%$1.60M
Fulcrum asset management llp272.48K1.48%$9.77M
Fairfax financial ltd/ can1.17M1.46%$38.45M
Gibraltar capital management270.24K1.36%$8.85M
Sprott843.46K0.88%$27.61M
Cadence wealth management43.25K0.63%$1.42M
Napatree capital20.88K0.61%$754.57K
William b. walkup & associates31.49K0.50%$1.03M
Grace & white inc /ny94.83K0.49%$3.10M

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company1.29M0.01%1.29M
Alyeska investment group1.53M0.13%1.05M
Healthcare of ontario pension plan trust fund998.37K0.05%721.31K
Victory capital management2.18M0.04%566.45K
Invesco3.75M0.01%499.53K

Top Sellers

HolderShares% AssetsChange
Arga investment management, lp---2.69M
Pacer advisors---2.69M
Encompass capital advisors---2.08M
Goldman sachs group1.34M0.00%-1.28M
Boston trust walden---836.17K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company1.29M0.01%1.29M$42.31M
Readystate asset management lp284.39K0.32%284.39K$9.31M
Fulcrum asset management llp272.48K1.48%272.48K$9.77M
Norges bank257.16K0.00%257.16K$8.42M
Longaeva partners165.03K0.12%165.03K$5.40M

Sold Out

HolderChange
Retirement wealth solutions-1.00
Curio wealth-2.00
Ross\johnson & associates-4.00
Vermillion wealth management-4.00
Flagship harbor advisors-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026380-1.81%103,413,8110.27%1030.96%173-7.98%1255.93%
Mar 31, 2026219-41.91%31,275,670-68.44%310.32%98-46.15%63-48.78%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF6.08M6.09%-3.77K
Loomis Sayles MFD Class C5.82M5.72%-1.12M
Loomis Sayles Strategic Alpha4.89M4.81%4.89M
Avantis US Small Cap Value ETF3.32M3.32%2.92K
Vanguard US Total Market Shares ETF2.85M2.87%2.30K
Vanguard Morn Total Stk Mkt Idx Investor2.85M2.86%-18.02K
Vanguard Total Stock Mkt Idx Inv2.85M2.86%-18.02K
Pacer US Small Cap Cash Cows 100 ETF2.60M2.64%-8.88K
iShares Russell 2000 ETF2.49M2.49%-44.26K
Vanguard Small Cap Index2.06M2.06%-4.17K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 17, 2026Hair Cara M. SVP, CORP. SERVICES & CLOSell$493.57K
Aug 14, 2026Momper Sara Marie VP, CAOSell$223.79K
Aug 10, 2026Lennox Michael EVP, WESTERN HEMISPHERE LANDSell$200.00K
Jul 22, 2026Lennox Michael EVP, WESTERN HEMISPHERE LANDSell$175.00K
May 18, 2026Hair Cara M. SVP, CORP. SERVICES & CLOSell$1.17M

Insider Transactions Trends


DateBuySell
2026 Q3-4
2026 Q2-1
2026 Q1-1
2025 Q4-3
2025 Q3-1

HP Ownership FAQ


Who Owns Helmerich & Payne?

Helmerich & Payne shareholders are primarily institutional investors at 103.54%, followed by 3.84% insiders and -7.38% retail investors. The average institutional ownership in Helmerich & Payne's industry, Oil & Gas Drilling Stocks, is 94.33%, 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 (15.68M shares, 15.70%), and Vanguard group (10.76M shares, 10.82%). Together, they hold 42.61% 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 2.41% of its assets in 118.2K Helmerich & Payne shares, valued at 3.87M$.

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 6.09% of its total shares outstanding invested in 6.08M Helmerich & Payne shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools