Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.3M | $550.3M | +3.7% | 15.296% | 0.01% |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.8M | $282.5M | 0.0% | 7.853% | 0.22% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1M | $219.2M | β | 6.092% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.7M | $206.7M | +11.0% | 5.744% | 0.04% |
| 5 | STATE STREET CORP | 4.4M | $158.2M | +4.0% | 4.397% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $149.7M | β | 4.160% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 3.7M | $133.5M | +7.8% | 3.711% | 0.07% |
| 8 | Invesco Ltd. | 3.3M | $117.1M | -6.3% | 3.255% | 0.02% |
| 9 | CITADEL ADVISORS LLC | 2.9M | $103.4M | +30.3% | 2.873% | 0.05% |
| 10 | EARNEST PARTNERS LLC | 2.8M | $102.3M | -1.9% | 2.844% | 0.42% |
| 11 | MORGAN STANLEY | 2.7M | $95.9M | +13.5% | 2.664% | 0.01% |
| 12 | GOLDMAN SACHS GROUP INC | 2.6M | $94.5M | +215.8% | 2.627% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $87.7M | +4.5% | 2.436% | 0.01% |
| 14 | Fisher Asset Management, LLC | 1.9M | $67.0M | +7.3% | 1.861% | 0.02% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.7M | $60.4M | +109.2% | 1.679% | 0.00% |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1.6M | $58.3M | -9.6% | 1.620% | 0.04% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $47.7M | +4.5% | 1.325% | 0.01% |
| 18 | UBS Group AG | 1.3M | $47.5M | +8.5% | 1.321% | 0.01% |
| 19 | NORTHERN TRUST CORP | 1.3M | $46.4M | +4.6% | 1.290% | 0.01% |
| 20 | BNP PARIBAS ARBITRAGE, SA | 1.2M | $42.3M | +237.6% | 1.177% | 0.02% |
| 21 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 1.2M | $42.3M | 0.0% | 1.176% | 2.18% |
| 22 | Allianz Asset Management GmbH | 1.1M | $39.0M | +53.4% | 1.085% | 0.04% |
| 23 | AMERIPRISE FINANCIAL INC | 1.0M | $37.8M | +6.1% | 1.050% | 0.01% |
| 24 | BARCLAYS PLC | 995K | $35.8M | +538.4% | 0.996% | 0.01% |
| 25 | Bank of New York Mellon Corp | 930K | $33.5M | -1.5% | 0.931% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HP β a direct measure of their conviction.
Filings activity in HP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HP position in Q1 2026
Institutions that fully closed their HP position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 366 | +2.5% | 91.88% | +20.33 pp | $3.60B | +28% |
| Q4 2025 | 357 | +9.2% | 71.55% | +18.11 pp | $2.80B | +34% |
| Q3 2025 | 327 | 3.3% | 53.44% | 9.10 pp | $2.09B | 15% |
| Q2 2025 | 338 | 2.9% | 62.54% | 0.90 pp | $2.45B | 1.4% |
| Q1 2025 | 348 | 5.2% | 63.44% | 15.33 pp | $2.49B | 19% |
| Q4 2024 | 367 | 3.4% | 78.77% | 53.18 pp | $3.09B | 40% |
| Q3 2024 | 380 | 1.3% | 131.95% | +9.05 pp | $5.17B | +7.4% |
| Q2 2024 | 385 | β | 122.90% | β | $4.82B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HP stock.
Based on Q1 2026 13F filings, institutional ownership of Helmerich & Payne, Inc. stands at 91.9%, held across 366 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HP, with approximately 15,273,098 shares worth $0.55B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HP, including CITADEL ADVISORS LLC, Fisher Asset Management, LLC.
Our composite Smart Money Score for HP is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in HP during Q1 2026, while 54 fully exited. 259 added to existing positions and 41 trimmed.
HP institutional ownership rose by 20.33 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 56.2% of all reported 13F value in HP, and the top 25 account for 79.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Helmerich & Payne, Inc. (HP) Institutional Ownership