Helmerich & Payne Ownership | Who Owns Helmerich & Payne?
Helmerich & Payne Ownership Summary
Helmerich & Payne is owned by 71.25% institutional investors, 3.88% insiders, and 24.87% 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 5.96% of its assets in Helmerich & Payne shares.
HP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helmerich & Payne | 71.25% | 3.88% | 24.87% |
| Sector | Energy Stocks | 39.09% | 13.77% | 47.15% |
| Industry | Oil & Gas Drilling Stocks | 57.85% | 8.81% | 33.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 15.89M | 16.09% | $574.34M |
| Blackrock funding, inc. /de | 14.47M | 14.57% | $319.71M |
| Vanguard group | 10.85M | 10.92% | $239.73M |
| State farm mutual automobile insurance | 7.84M | 7.89% | $173.22M |
| Dimensional fund advisors lp | 4.97M | 5.00% | $109.80M |
| State street | 4.19M | 4.22% | $92.54M |
| American century companies | 3.47M | 3.50% | $76.74M |
| Earnest partners | 3.14M | 3.16% | $69.46M |
| Invesco | 3.00M | 3.02% | $66.34M |
| Morgan stanley | 2.84M | 2.85% | $62.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mountain lake investment management | 136.39K | 2.24% | $3.01M |
| Price jennifer c. | 50.00K | 2.12% | $1.60M |
| Profit investment management | 51.06K | 1.42% | $1.13M |
| Fairfax financial ltd/ can | 1.17M | 1.26% | $25.95M |
| Gibraltar capital management | 307.62K | 1.22% | $6.80M |
| Dean capital management | 134.16K | 1.16% | $2.96M |
| Sagefield capital lp | 376.45K | 0.93% | $8.32M |
| Sprott | 968.91K | 0.75% | $21.40M |
| Hara capital | 49.12K | 0.64% | $1.09M |
| Napatree capital | 20.88K | 0.61% | $754.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 2.04M | 0.05% | 1.30M |
| Ameriprise financial | 1.22M | 0.01% | 925.92K |
| Encompass capital advisors | 785.11K | 0.61% | 785.11K |
| Norges bank | 673.69K | 0.00% | 673.69K |
| Morgan stanley | 2.84M | 0.00% | 625.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arga investment management, lp | - | - | -2.69M |
| Pacer advisors | - | - | -2.69M |
| Manufacturers life insurance company, the | 131.59K | 0.00% | -1.59M |
| Deprince race & zollo | - | - | -1.28M |
| Victory capital management | 2.64M | 0.03% | -1.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Encompass capital advisors | 785.11K | 0.61% | 785.11K | $17.34M |
| Norges bank | 673.69K | 0.00% | 673.69K | $21.57M |
| Sagefield capital lp | 376.45K | 0.93% | 376.45K | $8.32M |
| Grantham, mayo, van otterloo | 246.80K | 0.02% | 246.80K | $5.45B |
| Edgestream partners | 230.62K | 0.15% | 230.62K | $5.09M |
Sold Out
| Holder | Change |
|---|---|
| Hfm investment advisors | -2.00 |
| Abound wealth management | -6.00 |
| Tfo-tdc | -7.00 |
| Voisard asset management group | -8.00 |
| Wealthtrak capital management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 220 | -44.58% | 63,670,491 | -39.46% | 64 | 0.57% | 100 | -45.65% | 75 | -45.65% |
| Sep 30, 2024 | 395 | 0.25% | 105,159,632 | -0.96% | 106 | 0.92% | 182 | 4.60% | 138 | -6.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.92M | 5.96% | - |
| Avantis US Small Cap Value ETF | 2.91M | 2.92% | 5.54K |
| Vanguard US Total Market Shares ETF | 2.85M | 2.87% | 2.30K |
| Vanguard Total Stock Mkt Idx Inv | 2.81M | 2.83% | -103.37K |
| Pacer US Small Cap Cash Cows 100 ETF | 2.60M | 2.64% | -8.88K |
| Victory Sycamore Small Company Opp R | 2.42M | 2.43% | 48.00K |
| iShares Russell 2000 ETF | 2.34M | 2.35% | - |
| Vanguard Small Cap Index | 2.17M | 2.18% | -14.54K |
| Victory Small Cap Value CIT (Net 75) | 1.91M | 1.93% | -110.00K |
| JHancock Small Cap Core NAV | 1.33M | 1.34% | -13.44K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 18, 2025 | Momper Sara Marie | VP, CAO | Sell | $119.46K |
| Feb 18, 2025 | Foutch Randy A | - | Buy | $99.75K |
| Feb 10, 2025 | Chariag Belgacem | - | Buy | $1.01M |
| Feb 10, 2025 | LINDSAY JOHN W | PRESIDENT AND CEO | Buy | $551.00K |
| Sep 27, 2024 | Vann J Kevin | SENIOR VP AND CFO | Buy | $99.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | - | - |
HP Ownership FAQ
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