Ranked by reported Q2 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. | 15.7M | $513.3M | +2.7% | 15.690% | 0.01% |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.8M | $256.7M | 0.0% | 7.847% | 0.18% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $202.2M | +1.6% | 6.181% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.9M | $193.4M | +3.0% | 5.911% | 0.04% |
| 5 | STATE STREET CORP | 4.5M | $148.1M | +3.0% | 4.526% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $136.4M | +0.3% | 4.170% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 3.8M | $126.0M | +3.8% | 3.850% | 0.06% |
| 8 | Invesco Ltd. | 3.7M | $122.8M | +15.4% | 3.752% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $93.4M | +17.3% | 2.854% | 0.00% |
| 10 | EARNEST PARTNERS LLC | 2.7M | $90.0M | -3.2% | 2.752% | 0.32% |
| 11 | MORGAN STANLEY | 2.5M | $83.5M | -4.2% | 2.551% | 0.00% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 2.2M | $71.5M | +35.0% | 2.185% | 0.04% |
| 13 | CITADEL ADVISORS LLC | 2.1M | $67.7M | -28.0% | 2.068% | 0.00% |
| 14 | VAN ECK ASSOCIATES CORP | 1.8M | $58.9M | -25.8% | 1.799% | 0.04% |
| 15 | Fisher Asset Management, LLC | 1.6M | $51.9M | -14.8% | 1.586% | 0.02% |
| 16 | Alyeska Investment Group, L.P. | 1.5M | $50.0M | +217.4% | 1.528% | 0.13% |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 1.4M | $46.3M | +20.3% | 1.414% | 0.02% |
| 18 | NORTHERN TRUST CORP | 1.3M | $44.2M | +4.8% | 1.351% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 1.3M | $43.9M | -48.9% | 1.341% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.3M | $43.4M | -21.0% | 1.326% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $42.3M | -2.3% | 1.293% | 0.01% |
| 22 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 1.2M | $38.5M | 0.0% | 1.175% | 1.46% |
| 23 | Allianz Asset Management GmbH | 1.1M | $34.8M | -1.9% | 1.063% | 0.01% |
| 24 | BARCLAYS PLC | 1.0M | $34.2M | +4.8% | 1.044% | 0.01% |
| 25 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 998K | $32.7M | +260.3% | 0.999% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HP — a direct measure of their conviction.
Filings activity in HP during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 375 | +0.0% | 103.13% | 0.98 pp | $3.36B | 7.8% |
| Q1 2026 | 375 | +3.6% | 104.11% | +2.64 pp | $3.64B | +29% |
| Q4 2025 | 362 | +7.4% | 101.47% | +1.76 pp | $2.83B | +33% |
| Q3 2025 | 337 | 0.3% | 99.71% | 62.09 pp | $2.13B | 13% |
| Q2 2025 | 338 | 2.9% | 161.80% | +62.51 pp | $2.45B | 1.4% |
| Q1 2025 | 348 | 5.2% | 99.29% | 2.49 pp | $2.49B | 19% |
| Q4 2024 | 367 | 3.4% | 101.78% | 68.34 pp | $3.09B | 40% |
| Q3 2024 | 380 | — | 170.12% | — | $5.17B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HP stock.
Based on Q2 2026 13F filings, institutional ownership of Helmerich & Payne, Inc. stands at 103.1%, held across 375 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HP, with approximately 15,679,163 shares worth $0.51B as of Q2 2026.
Yes — 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 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in HP during Q2 2026, while 48 fully exited. 68 added to existing positions and 247 trimmed.
HP institutional ownership fell by 0.98 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 56.1% of all reported 13F value in HP, and the top 25 account for 78.2%.
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