HELMERICH & PAYNE INC HP
COM · Common Stock · CUSIP 423452101 · ISIN US4234521015
Petroleum Drilling Corporation
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.8m this quarter). Holder counts are more reliable. Shares outstanding: 99.4m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.18. Options: 16 managers hold calls ($24.4m notional), 15 hold puts ($20.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 356 |
| Q4 2022 | 397 |
| Q1 2023 | 380 |
| Q2 2023 | 366 |
| Q3 2023 | 376 |
| Q4 2023 | 393 |
| Q1 2024 | 402 |
| Q2 2024 | 385 |
| Q3 2024 | 386 |
| Q4 2024 | 377 |
| Q1 2025 | 355 |
| Q2 2025 | 344 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 169 | 170 |
| Q4 2023 | 183 | 172 |
| Q1 2024 | 190 | 203 |
| Q2 2024 | 159 | 202 |
| Q3 2024 | 180 | 188 |
| Q4 2024 | 164 | 197 |
| Q1 2025 | 168 | 188 |
| Q2 2025 | 191 | 175 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $10.1m | $44.5m | 4.40 |
| Q4 2024 | $7.9m | $10.0m | 1.26 |
| Q1 2025 | $9.2m | $13.7m | 1.48 |
| Q2 2025 | $24.4m | $20.1m | 0.82 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +1.3m |
| ROYAL BANK OF CANADA | Added | +1.0m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +517.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +452.6k |
| BARCLAYS PLC | Added | +449.2k |
| NORGES BANK | Added | +361.7k |
| Empowered Funds, LLC | Added | +340.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +321.0k |
| Gibraltar Capital Management, Inc. | New | +311.5k |
| SPROTT INC. | Added | +292.7k |
Biggest sellers
| DEPRINCE RACE & ZOLLO INC | Sold out | -1.3m |
| Boston Trust Walden Corp | Sold out | -836.2k |
| Global Alpha Capital Management Ltd. | Sold out | -729.5k |
| BlackRock, Inc. | Reduced | -617.3k |
| Webs Creek Capital Management LP | Sold out | -588.0k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -551.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -530.9k |
| UBS Group AG | Reduced | -520.1k |
| Alyeska Investment Group, L.P. | Sold out | -407.2k |
| Granite Investment Partners, LLC | Sold out | -294.8k |
Biggest calls
| D. E. Shaw & Co., Inc. | New | $3.9m257.2k shares |
| Walleye Capital LLC | New | $3.9m257.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.6m235.7k shares |
| Private Capital Management, LLC | New | $1.8m120.0k shares |
| Walleye Trading LLC | New | $1.7m109.7k shares |
| IMC-Chicago, LLC | Added | $1.4m91.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m91.3k shares |
| CITADEL ADVISORS LLC | Added | $1.3m88.4k shares |
| JANE STREET GROUP, LLC | Added | $1.3m85.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $1.3m850 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.0m200.9k shares |
| Walleye Capital LLC | New | $3.0m197.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8m184.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $2.1m140.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.9m126.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $1.7m1.1k shares |
| Walleye Trading LLC | New | $1.1m69.6k shares |
| Squarepoint Ops LLC | Reduced | $853.5k56.3k shares |
| SIMPLEX TRADING, LLC | Added | $833.0k55.0k shares |
| D. E. Shaw & Co., Inc. | Added | $802.0k52.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.3 pts · filed 2025-07-18 | 14.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +0.2 pts · filed 2026-01-21 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $4.7m | $367.4k |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $482.1k | — |
| Q2 2024 | 0 | — | 2 | $1.0m | — |
| Q3 2024 | 1 | $99.6k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 3 | $1.7m | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 14.6m $221.8m | Reduced -617.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 11.0m $166.6m | Added +30.9k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.11% of their portfolio | 7.8m $118.9m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 5.4m $81.4m | Reduced -110.8k |
| STATE STREET CORP 0.00% of their portfolio | 4.1m $62.0m | Reduced -109.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 3.7m $55.9m | Added +133.5k |
| EARNEST PARTNERS LLC 0.22% of their portfolio | 3.2m $49.2m | Added +30.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 3.2m $48.9m | Added +240.8k |
| Invesco Ltd. 0.01% of their portfolio | 3.0m $44.9m | Added +255.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $35.3m | Reduced -10.9k |
| MORGAN STANLEY 0.00% of their portfolio | 2.2m $33.5m | Added +221.1k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 2.0m $31.0m | Added +1.3m |
| Fisher Asset Management, LLC 0.01% of their portfolio | 1.8m $26.7m | Reduced -91.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 1.7m $26.1m | Added +321.0k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 1.4m $21.4m | Reduced -93.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $20.5m | Reduced -112.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $20.1m | Reduced -289.4k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 1.3m $20.0m | Reduced -186.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1m $16.9m | Added +1.0m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $15.3m | Reduced -85.2k |
| SPROTT INC. 0.74% of their portfolio | 977.0k $14.8m | Added +292.7k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 0.79% of their portfolio | 974.1k $14.8m | Added +200.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 834.8k $12.7m | Added +4.3k |
| UBS Group AG 0.00% of their portfolio | 793.2k $12.0m | Reduced -520.1k |
| NORGES BANK 0.00% of their portfolio | 697.3k $10.6m | Added +361.7k |
| SEGALL BRYANT & HAMILL, LLC 0.13% of their portfolio | 626.2k $9.5m | Reduced -15.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 625.8k $9.5m | Added +452.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.25% of their portfolio | 624.2k $9.5m | Added +17.2k |
| BARCLAYS PLC 0.00% of their portfolio | 578.9k $8.8m | Added +449.2k |
| FMR LLC 0.00% of their portfolio | 530.4k $8.0m | Added +115.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 517.2k $7.8m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 516.4k $7.8m | Reduced -218.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 492.8k $7.5m | Reduced -2.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 416.5k $6.3m | Added +186.8k |
| NFJ INVESTMENT GROUP, LLC 0.20% of their portfolio | 385.0k $5.8m | Added +227.1k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.11% of their portfolio | 372.6k $5.6m | Reduced -6.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 365.3k $5.5m | Reduced -8.9k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 359.1k $5.4m | Added +59.3k |
| Empowered Funds, LLC 0.06% of their portfolio | 350.0k $5.3m | Added +340.5k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 338.4k $5.1m | Added +23.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 314.7k $4.8m | Reduced -38.6k |
| Gibraltar Capital Management, Inc. 0.92% of their portfolio | 311.5k $4.7m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 302.8k $4.6m | Added +4.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 292.1k $4.4m | Reduced -10.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 290.2k $4.4m | Added +76.7k |
| Legal & General Group Plc 0.00% of their portfolio | 284.3k $4.3m | Reduced -3.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% of their portfolio | 264.0k $4.0m | Added +94.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 255.6k $3.9m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 239.0k $3.6m | Added +145.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 238.7k $3.8m | Reduced -230.1k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.52% of their portfolio | 231.7k $3.5m | Added +69.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 224.5k $3.4m | Reduced -59.7k |
| Nuveen, LLC 0.00% of their portfolio | 209.9k $3.2m | Reduced -38.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 206.9k $3.1m | Added +4.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 196.3k $3.0m | New |
| CAXTON ASSOCIATES LLP 0.08% of their portfolio | 195.3k $3.0m | Added +169.8k |
| CoreCommodity Management, LLC 0.47% of their portfolio | 190.3k $2.9m | Added +58.8k |
| Verition Fund Management LLC 0.02% of their portfolio | 189.9k $2.9m | Added +83.6k |
| Swiss National Bank 0.00% of their portfolio | 189.8k $2.9m | Reduced -1.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 189.7k $2.9m | Reduced -56.5k |
| Energy Income Partners, LLC 0.06% of their portfolio | 188.5k $2.9m | Reduced -3.1k |
| Dean Capital Management 1.16% of their portfolio | 186.6k $2.8m | Added +71.2k |
| Engineers Gate Manager LP 0.03% of their portfolio | 185.0k $2.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 179.5k $2.7m | Reduced -7.4k |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 171.9k $2.6m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 171.1k $2.6m | Added +3.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 152.8k $2.4m | Added +2.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 152.4k $2.3m | Added +10.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 148.6k $2.3m | Added +10.8k |
| PINNACLE ASSOCIATES LTD 0.03% of their portfolio | 147.3k $2.2m | Reduced -49.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 144.1k $2.2m | Added +27.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 142.1k $2.2m | Reduced -62.2k |
| GRACE & WHITE INC /NY 0.39% of their portfolio | 139.7k $2.1m | Added +26.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 133.2k $2.0m | New |
| MONEY CONCEPTS CAPITAL CORP 0.13% of their portfolio | 129.7k $2.0m | Added +79.2k |
| Legato Capital Management LLC 0.21% of their portfolio | 116.8k $1.8m | Added +44.1k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 114.6k $1.7m | Added +15.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 114.0k $1.7m | Reduced -88.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 110.0k $1.7m | Reduced -551.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 109.8k $1.7m | Reduced -144.4k |
| Holocene Advisors, LP 0.00% of their portfolio | 107.9k $1.6m | New |
| Aptus Capital Advisors, LLC 0.02% of their portfolio | 105.4k $1.6m | Added +9.1k |
| Rodgers Brothers Inc. 0.20% of their portfolio | 104.5k $1.6m | Added +1.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 103.1k $3.4m | Added +5.8k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 101.8k $1.5m | Added +8.4k |
| CITIGROUP INC 0.00% of their portfolio | 101.7k $1.5m | Reduced -60.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 99.3k $1.5m | Reduced -8.2k |
| PALISADE CAPITAL MANAGEMENT, LP 0.04% of their portfolio | 96.6k $1.5m | Added +5.3k |
| Private Capital Management, LLC 0.15% of their portfolio | 95.0k $1.4m | Added +36.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 94.3k $1.4m | Added +6.3k |
| COMERICA BANK 0.01% of their portfolio | 94.1k $1.4m | Added +20.5k |
| LMCG INVESTMENTS, LLC 0.09% of their portfolio | 93.1k $1.4m | Reduced -27.1k |
| Capital Investment Counsel, Inc 0.19% of their portfolio | 92.0k $1.4m | Added +4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.6k $1.4m | Added +7.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 91.2k $1.4m | Added +659 |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 85.2k $1.3m | Added +61.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 84.7k $1.3m | Reduced -140.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 84.3k $1.3m | Reduced -6.1k |
| Profit Investment Management, LLC 1.12% of their portfolio | 81.8k $1.2m | Unchanged |
| Jain Global LLC 0.02% of their portfolio | 76.2k $1.2m | New |