Helmerich and Payne Inc (HP) Ownership

19.70 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Helmerich and Payne Inc (HP), owning a total of 15.5 million shares. Combined, the top 37 institutional holders of HP own 98.50% of the company with a total of 98 million shares.

In the latest ownership report on December 31st 2024, the top 37 institutional holders increased their combined ownership of HP by 427 thousand shares. 11 institutions bought 2,030,868 total additional shares and increased their ownership by an average of 10.90%. However 8 institutions sold 1,604,233 total shares and decreased their ownership by an average of 3.86%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Helmerich and Payne increased by a net total of 426,635 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.581%	-5.031%	15,484,365	-820,255	2024-12-31
Vanguard Group Inc	11.025%	-1.897%	10,955,969	-211,812	2024-12-31
State Farm Mutual Automobile Ins Co	8.309%	0.000%	8,257,200	0	2024-12-31
Dimensional Fund Advisors, Inc.	5.446%	-0.914%	5,411,860	-49,892	2024-12-31
State Street Corp	4.322%	2.678%	4,294,975	112,003	2024-12-31
Earnest Partners LLC	3.509%	1.014%	3,487,019	35,013	2024-12-31
Victory Capital Management Inc.	2.784%	-7.122%	2,766,931	-212,169	2024-12-31
ARGA Investment Management, LP	2.703%	42.489%	2,686,215	801,000	2024-12-31
American Century Companies Inc	2.675%	14.045%	2,658,356	327,374	2024-12-31
Geode Capital Management, LLC	2.249%	-0.535%	2,235,189	-12,025	2024-12-31
Amvescap Plc.	2.182%	-8.782%	2,168,326	-208,760	2024-12-31
Morgan Stanley - Brokerage Accounts	2.110%	2.029%	2,097,190	41,702	2024-12-31
Northern Trust Corp	1.710%	5.086%	1,699,388	82,254	2024-12-31
Charles Schwab Investment Management Inc	1.568%	3.541%	1,557,931	53,277	2024-12-31
Van Eck Associates Corporation	1.532%	27.653%	1,522,144	329,734	2024-12-31
Fisher Asset Management, LLC	1.423%	4.616%	1,413,749	62,377	2024-12-31
BTIM Corp	1.332%	-2.059%	1,323,619	-27,820	2024-12-31
LSV Asset Management	1.296%	-4.557%	1,288,111	-61,500	2024-12-31
Manufacturers Life Insurance Co	1.278%	9.389%	1,270,321	109,035	2024-12-31
Bank of New York Mellon Corp	1.129%	7.380%	1,121,742	77,099	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.581%	-5.031%	15,484,365	-820,255	2024-12-31
Vanguard Group Inc	11.025%	-1.897%	10,955,969	-211,812	2024-12-31
State Farm Mutual Automobile Ins Co	8.309%	0.000%	8,257,200	0	2024-12-31
Dimensional Fund Advisors, Inc.	5.446%	-0.914%	5,411,860	-49,892	2024-12-31
State Street Corp	4.322%	2.678%	4,294,975	112,003	2024-12-31
State Street Corporation	4.204%	0.044%	4,151,738	1,804	2024-03-31
Earnest Partners LLC	3.509%	1.014%	3,487,019	35,013	2024-12-31
Victory Capital Management Inc.	2.784%	-7.122%	2,766,931	-212,169	2024-12-31
ARGA Investment Management, LP	2.703%	42.489%	2,686,215	801,000	2024-12-31
Pacer Advisors, INC.	2.720%	-29.821%	2,685,655	-1,141,196	2024-09-30
American Century Companies Inc	2.675%	14.045%	2,658,356	327,374	2024-12-31
Geode Capital Management, LLC	2.249%	-0.535%	2,235,189	-12,025	2024-12-31
Amvescap Plc.	2.182%	-8.782%	2,168,326	-208,760	2024-12-31
Morgan Stanley - Brokerage Accounts	2.110%	2.029%	2,097,190	41,702	2024-12-31
Goldman Sachs Group Inc	1.984%	104.445%	1,958,460	1,000,521	2023-12-31
HHG PLC	1.847%	29.002%	1,835,983	412,767	2023-03-31
Northern Trust Corp	1.710%	5.086%	1,699,388	82,254	2024-12-31
Nuveen Asset Management, LLC	1.622%	-12.353%	1,694,541	-238,829	2022-09-30
Charles Schwab Investment Management Inc	1.568%	3.541%	1,557,931	53,277	2024-12-31
Van Eck Associates Corporation	1.532%	27.653%	1,522,144	329,734	2024-12-31
Fisher Asset Management, LLC	1.423%	4.616%	1,413,749	62,377	2024-12-31
BTIM Corp	1.332%	-2.059%	1,323,619	-27,820	2024-12-31
LSV Asset Management	1.296%	-4.557%	1,288,111	-61,500	2024-12-31
Manufacturers Life Insurance Co	1.278%	9.389%	1,270,321	109,035	2024-12-31
JPMorgan Chase & Co	1.194%	27.951%	1,186,660	259,226	2024-09-30
Thrivent Financial For Lutherans	1.133%	6.984%	1,183,029	77,230	2022-09-30
DePrince Race & Zollo Inc	1.177%	31.767%	1,169,834	282,031	2024-09-30
Bank of New York Mellon Corp	1.129%	7.380%	1,121,742	77,099	2024-12-31
Capital Research Global Investors	1.113%	-11.729%	1,099,207	-146,061	2024-06-30
Granite Investment Partners, LLC	1.038%	-1.554%	1,064,931	-16,812	2022-12-31
Massachusetts Financial Services Company	1.030%	-16.947%	1,016,956	-207,507	2024-03-31
Wellington Management Company LLP	1.016%	11.858%	1,004,518	106,491	2023-12-31
Anomaly Capital Management, LP	0.970%	74.343%	995,428	424,469	2022-12-31
AllianceBernstein L.P.	0.965%	-64.540%	959,380	-1,746,157	2023-06-30
Principal Financial Group Inc	0.894%	-19.400%	888,471	-213,855	2023-03-31
Ameriprise Financial Inc	0.735%	-20.441%	730,722	-187,748	2023-06-30
Encompass Capital Advisors LLC	0.699%	0.000%	694,829	694,829	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Helmerich and Payne Inc (HP), owning a total of 6.2 million shares. Combined, the top 38 mutual fund holders of HP own 52.80% of the company with a total of 52.6 million shares.

In the latest ownership report on March 31st 2025, the top 38 fund holders increased their combined ownership of HP by 17 thousand shares. 2 funds bought 5,040 total additional shares and increased their ownership by an average of 0.11%. However 1 funds sold 22,440 total shares and decreased their ownership by an average of 0.86%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Helmerich and Payne decreased by a net total of -17,400 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.190%	0.061%	6,151,469	3,760	2025-03-31
iShares Russell 2000 ETF	2.608%	-0.858%	2,592,235	-22,440	2025-03-31
iShares Russell 2000 Value ETF	0.908%	0.000%	902,519	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.863%	0.149%	858,037	1,280	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.190%	0.061%	6,151,469	3,760	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.949%	1.883%	2,932,287	54,181	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.811%	0.086%	2,793,336	2,395	2025-02-28
Pacer US Small Cap Cash Cows 100 ETF	2.636%	-0.340%	2,603,414	-8,879	2024-11-29
iShares Russell 2000 ETF	2.608%	-0.858%	2,592,235	-22,440	2025-03-31
Avantis US Small Cap Value ETF	2.600%	0.097%	2,583,390	2,490	2025-03-29
Vanguard Small Cap Index	2.283%	0.082%	2,269,211	1,848	2025-02-28
Victory Sycamore Small Company Opp R	1.917%	-5.459%	1,905,000	-110,000	2024-12-31
Victory Small Cap Value CIT (Net 75)	1.893%	-5.459%	1,905,000	-110,000	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.513%	0.140%	1,503,068	2,099	2025-02-28
DFA US Small Cap Value I	1.489%	0.000%	1,479,231	0	2025-02-28
VanEck Oil Services ETF	1.420%	-4.043%	1,411,171	-59,456	2025-03-29
Vanguard Extended Market Index Investor	1.406%	0.407%	1,397,886	5,664	2023-08-31
Janus Henderson Triton D	1.195%	27.521%	1,187,895	256,366	2023-03-31
Janus Henderson US SMID Cap Growth	1.195%	27.521%	1,187,895	256,366	2023-03-31
EARNEST Small Cap Value	1.196%	79,640.600%	1,181,755	1,180,273	2023-12-31
JHancock Small Cap Core NAV	1.052%	0.000%	1,045,178	0	2025-01-31
Invesco Main Street Small Cap R6	1.024%	30.223%	1,017,567	236,165	2025-02-28
Fidelity Small Cap Index	0.960%	-1.838%	954,123	-17,868	2025-01-31
Fidelity® Small Cap Index	0.946%	2.988%	940,928	27,297	2023-10-31
American Funds SMALLCAP World A	0.944%	-10.683%	931,820	-111,450	2024-06-30
Harbor Small Cap Value Instl	0.930%	-1.510%	923,991	-14,168	2024-12-31
iShares Russell 2000 Value ETF	0.908%	0.000%	902,519	0	2025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.887%	-0.143%	875,616	-1,253	2024-05-30
SPDR® S&P 600 Small Cap Value ETF	0.829%	0.668%	873,814	5,800	2022-11-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.863%	0.149%	858,037	1,280	2025-03-31
Invesco Small Cap Core	0.786%	0.000%	781,402	0	2024-12-31
Vanguard Small Cap Value Index Inv	0.753%	-0.234%	748,164	-1,752	2025-02-28
AB Small Cap Growth A	0.716%	-23.682%	734,932	-228,055	2023-03-31
DFA US Targeted Value I	0.722%	1.797%	717,176	12,660	2025-02-28
MFS New Discovery Value I	0.726%	-2.408%	716,716	-17,683	2024-05-31
CREF Stock R1	0.660%	-16.260%	694,806	-134,911	2022-09-30
AB Discovery Value Advisor	0.652%	-14.439%	687,410	-116,000	2022-11-30
Vanguard Tax-Managed Small Cap Adm	0.685%	0.000%	681,100	0	2025-02-28
Vanguard Small Cap Growth Index Inv	0.640%	-0.589%	635,885	-3,765	2025-02-28
Boston Trust Walden Small Cap	0.612%	-0.090%	608,328	-550	2023-08-31
iShares S&P Small-Cap 600 Growth ETF	0.608%	-0.401%	604,211	-2,430	2023-08-31
iShares S&P Small-Cap 600 Value ETF	0.601%	-0.268%	597,629	-1,606	2023-07-31