Institutional Ownership Helmerich & Payne, Inc. (HP)
This table provides information about the institutional ownership of Helmerich & Payne, Inc. (HP). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 99.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
65
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
Reduced 85.65%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
64
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
63
shares
|
$1,076
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
61
shares
|
$1,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
60
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
59
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
59
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
51
shares
|
$871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
50
shares
|
$853
0.0% of portfolio
|
Q3 2022
Reduced 91.02%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
46
shares
|
$785
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
45
shares
|
$768
0.0% of portfolio
|
Q1 2025
Reduced 50.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$768
0.0% of portfolio
|
Q1 2025
Reduced 65.38%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
43
shares
|
$734
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
39
shares
|
$666
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
32
shares
|
$546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$409
0.0% of portfolio
|
Q3 2023
Added 4.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
22
shares
|
$375
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
14
shares
|
$239
0.0% of portfolio
|
Q1 2025
Reduced 80.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12
shares
|
$204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
11
shares
|
$187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$187
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
10
shares
|
$170
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6
shares
|
$102
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|