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Helmerich & Payne Ownership | Who Owns Helmerich & Payne?

OverviewForecastRevenueFinancialsChartTranscripts

Helmerich & Payne Ownership Summary

Helmerich & Payne is owned by 106.38% institutional investors, 3.35% 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 6.46% of its assets in Helmerich & Payne shares.

HP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHelmerich & Payne106.38%3.35%-9.73%
SectorEnergy Stocks 58.93%12.79%28.28%
IndustryOil & Gas Drilling Stocks66.50%10.01%23.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock15.89M16.09%$574.34M
Vanguard group11.27M11.41%$407.37M
State farm mutual automobile insurance8.26M8.36%$298.42M
Dimensional fund advisors lp5.58M5.65%$201.54M
State street4.15M4.20%$149.93M
Earnest partners3.47M3.51%$125.39M
Victory capital management3.07M3.11%$110.87M
Invesco2.58M2.61%$93.18M
Geode capital management2.22M2.25%$80.40M
Boston trust walden2.22M2.25%$80.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Arga investment management, lp1.89M2.40%$68.34M
Profit investment management99.55K2.25%$3.60M
Price jennifer c.50.00K2.10%$1.81M
Global alpha capital management742.19K1.96%$26.82M
Corecommodity management139.09K1.95%$5.03M
Fairfax financial ltd/ can555.11K1.70%$20.06M
Sprott552.27K1.48%$19.96M
Gendell jeffrey l784.89K0.99%$28.37M
Granite investment partners660.80K0.99%$23.88M
William b. walkup & associates35.24K0.83%$1.27M

Top Buyers

HolderShares% AssetsChange
American century companies1.86M0.04%513.65K
Arga investment management, lp1.89M2.40%512.27K
Earnest partners3.47M0.59%471.42K
Lsv asset management1.19M0.09%405.18K
Cambria investment management353.19K0.78%346.82K

Top Sellers

HolderShares% AssetsChange
Pacer advisors---2.69M
Great lakes advisors---403.74K
Clearbridge investments---319.25K
Blackrock15.89M0.01%-303.71K
Brandywine global investment management---269.46K

New Positions

HolderShares% AssetsChangeValue
Norges bank161.12K0.00%161.12K$5.82M
Mirae asset global etfs80.83K0.01%80.83K$2.92M
Corebridge financial56.16K0.01%56.16K$2.03M
William b. walkup & associates35.24K0.83%35.24K$1.27M
Semanteon capital management, lp27.65K0.71%27.65K$999.27K

Sold Out

HolderChange
Tfo-tdc-7.00
Mendota financial group-13.00
Westend capital management-15.00
Financial gravity asset management-16.00
Prestige wealth management group-18.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243950.25%105,159,632-0.96%1060.92%1824.60%138-6.76%
Jun 30, 2024394-5.29%106,176,2712.62%1070.98%174-10.77%148-6.33%
Mar 31, 20244162.21%103,461,464-1.42%1040.93%195-3.94%15821.54%
Dec 31, 20234074.09%104,946,4207.15%1051.09%20318.02%130-7.14%
Sep 30, 20233912.62%97,946,5022.08%981.09%172-1.15%1404.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF6.38M6.46%2.91K
Vanguard Total Stock Mkt Idx Inv2.78M2.82%3.86K
iShares Russell 2000 ETF2.62M2.65%-10.05K
Pacer US Small Cap Cash Cows 100 ETF2.60M2.64%-8.88K
Avantis US Small Cap Value ETF2.35M2.38%1.12K
Vanguard Small Cap Index2.26M2.29%22.95K
Victory Small Cap Value CIT (Net 75)2.02M2.04%-110.00K
Victory Sycamore Small Company Opp R1.91M1.93%-110.00K
Vanguard Institutional Extnd Mkt Idx Tr1.50M1.52%5.96K
DFA US Small Cap Value I1.48M1.50%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 27, 2024Vann J Kevin SENIOR VP AND CFOBuy$99.63K
Apr 29, 2024Smith Mark W. SENIOR VP AND CFOSell$647.84K
Apr 29, 2024Hair Cara M. SVP, CORP. SERVICES & CLOSell$398.58K
Mar 01, 2024Lennox Michael SVP, US LAND OPS, DRILLING SUBSell$90.19K
Feb 29, 2024Lennox Michael SVP, US LAND OPS, DRILLING SUBSell$391.88K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q31-
2024 Q2-2
2024 Q1-2
2023 Q4--

HP Ownership FAQ

Who Owns Helmerich & Payne?

Helmerich & Payne shareholders are primarily institutional investors at 106.38%, followed by 3.35% insiders and -9.73% retail investors. The average institutional ownership in Helmerich & Payne's industry, Oil & Gas Drilling Stocks, is 66.50%, which Helmerich & Payne exceeds.

Who owns the most shares of Helmerich & Payne?

Helmerich & Payne’s largest shareholders are Blackrock (15.89M shares, 16.09%), Vanguard group (11.27M shares, 11.41%), and State farm mutual automobile insurance (8.26M shares, 8.36%). Together, they hold 35.87% 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?

Arga investment management, lp is Helmerich & Payne’s biggest shareholder by percentage of total assets invested, with 2.40% of its assets in 1.89M Helmerich & Payne shares, valued at 68.34M$.

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 6.46% of its total shares outstanding invested in 6.38M Helmerich & Payne shares.

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