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 ($25.7m this quarter). Holder counts are more reliable. Shares outstanding: 99.9m as of 2026-04-30, 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 ≈ $36.01. Options: 9 managers hold calls ($28.4m notional), 11 hold puts ($16.0m).
Trends to Q1 2026
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 |
| Q3 2025 | 339 |
| Q4 2025 | 361 |
| Q1 2026 | 376 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 159 | 202 |
| Q3 2024 | 180 | 188 |
| Q4 2024 | 164 | 197 |
| Q1 2025 | 168 | 188 |
| Q2 2025 | 191 | 175 |
| Q3 2025 | 169 | 166 |
| Q4 2025 | 162 | 160 |
| Q1 2026 | 187 | 152 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $24.4m | $20.1m | 0.82 |
| Q3 2025 | $43.9m | $24.0m | 0.55 |
| Q4 2025 | $49.6m | $27.2m | 0.55 |
| Q1 2026 | $28.4m | $16.0m | 0.56 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.8m |
| Canoe Financial LP | New | +919.5k |
| BANK OF AMERICA CORP /DE/ | Added | +874.8k |
| BARCLAYS PLC | Added | +839.1k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +826.8k |
| CITADEL ADVISORS LLC | Added | +792.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +570.5k |
| VAN ECK ASSOCIATES CORP | Added | +551.5k |
| Walleye Capital LLC | Added | +551.1k |
| BlackRock, Inc. | Added | +546.5k |
Biggest sellers
| Encompass Capital Advisors LLC | Sold out | -2.1m |
| Balyasny Asset Management L.P. | Sold out | -1.4m |
| DEPRINCE RACE & ZOLLO INC | Sold out | -806.2k |
| PEAK6 LLC | Sold out | -604.0k |
| ExodusPoint Capital Management, LP | Sold out | -367.0k |
| LSV ASSET MANAGEMENT | Sold out | -344.3k |
| Corigliano Investment Advisers, LLC | Sold out | -298.9k |
| JANE STREET GROUP, LLC | Sold out | -269.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -259.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Sold out | -252.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.0m416.5k shares |
| CITADEL ADVISORS LLC | Reduced | $5.4m149.8k shares |
| IMC-Chicago, LLC | Added | $4.1m113.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.5m70.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $526.0k14.6k shares |
| GROUP ONE TRADING LLC | Reduced | $288.2k8.0k shares |
| Savvy Advisors, Inc. | New | $270.2k7.5k shares |
| Walleye Capital LLC | Reduced | $255.8k7.1k shares |
| Walleye Trading LLC | Reduced | $32.4k900 shares |
Biggest puts
| Walleye Trading LLC | Reduced | $3.6m101.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $3.6m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m80.5k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m60.6k shares |
| IMC-Chicago, LLC | Reduced | $1.6m44.5k shares |
| Dockside LLC | New | $1.1m31.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $454.0k12.6k shares |
| JANE STREET GROUP, LLC | Reduced | $201.8k5.6k shares |
| GROUP ONE TRADING LLC | Reduced | $191.0k5.3k shares |
| Walleye Capital LLC | Reduced | $72.1k2.0k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 1 | $119.5k | — |
| Q4 2025 | 0 | — | 2 | $2.3m | — |
| Q1 2026 | 0 | — | 1 | $2.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-19 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sold | $2.2m58.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 15.3m $550.3m | Added +546.5k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.22% of their portfolio | 7.8m $282.5m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 6.1m $219.2m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 5.7m $206.7m | Added +570.5k |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $158.2m | Added +167.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.2m $149.7m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 3.7m $133.5m | Added +266.6k |
| Invesco Ltd. 0.01% of their portfolio | 3.3m $117.1m | Reduced -218.4k |
| EARNEST PARTNERS LLC 0.42% of their portfolio | 2.8m $102.3m | Reduced -56.1k |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $95.9m | Added +315.7k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 2.7m $95.8m | Added +792.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.6m $94.5m | Added +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.4m $87.7m | Added +103.9k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 2.4m $87.3m | Added +551.5k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 1.9m $67.0m | Added +127.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.7m $60.4m | Added +874.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.6m $58.3m | Reduced -171.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $47.7m | Added +56.6k |
| UBS Group AG 0.01% of their portfolio | 1.3m $47.5m | Added +103.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $46.4m | Added +56.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.2m $42.3m | Added +826.8k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 2.18% of their portfolio | 1.2m $42.3m | Unchanged |
| Allianz Asset Management GmbH 0.05% of their portfolio | 1.1m $39.0m | Added +377.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.0m $37.8m | Added +59.9k |
| BARCLAYS PLC 0.01% of their portfolio | 994.9k $35.8m | Added +839.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 929.9k $33.5m | Reduced -14.2k |
| Canoe Financial LP 0.45% of their portfolio | 919.5k $33.1m | New |
| SPROTT INC. 0.94% of their portfolio | 857.4k $30.9m | Reduced -80.0k |
| Walleye Capital LLC 0.16% of their portfolio | 720.4k $26.0m | Added +551.1k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 664.6k $23.9m | Added +320.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 635.5k $22.9m | First filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.46% of their portfolio | 634.8k $22.9m | Added +17.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.49% of their portfolio | 590.5k $21.3m | Reduced -19.8k |
| Mariner, LLC 0.02% of their portfolio | 525.5k $18.9m | Reduced -5.0k |
| SEGALL BRYANT & HAMILL, LLC 0.27% of their portfolio | 522.7k $18.8m | Reduced -27.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 485.2k $17.5m | Added +11.4k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 481.0k $17.3m | Reduced -54.3k |
| Empowered Funds, LLC 0.11% of their portfolio | 474.8k $17.1m | New |
| FMR LLC 0.00% of their portfolio | 423.4k $15.3m | Added +87.2k |
| MetLife Investment Management, LLC 0.08% of their portfolio | 421.8k $15.2m | Added +367.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.02% of their portfolio | 391.4k $14.1m | Reduced -119.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 381.1k $13.7m | Reduced -90.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 369.2k $13.3m | Added +296.0k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.26% of their portfolio | 331.4k $11.9m | Reduced -3.3k |
| NFJ INVESTMENT GROUP, LLC 0.44% of their portfolio | 323.4k $11.7m | Reduced -10.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 294.1k $10.6m | Added +6.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 285.2k $10.3m | Added +38.1k |
| Susquehanna Portfolio Strategies, LLC 0.15% of their portfolio | 283.8k $10.2m | Unchanged |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 277.1k $10.0m | New |
| Fulcrum Asset Management LLP 1.48% of their portfolio | 272.5k $9.8m | New |
| Gibraltar Capital Management, Inc. 1.69% of their portfolio | 272.1k $9.8m | Reduced -34.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 262.7k $9.4m | Added +50.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 246.1k $8.9m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 240.9k $8.7m | Added +65.5k |
| PINNACLE ASSOCIATES LTD 0.11% of their portfolio | 228.8k $8.2m | Reduced -6.6k |
| Legal & General Group Plc 0.00% of their portfolio | 221.2k $8.0m | Reduced -22.9k |
| Nuveen, LLC 0.00% of their portfolio | 213.7k $7.7m | Added +5.7k |
| Newport Trust Company, LLC 0.02% of their portfolio | 200.5k $7.2m | New |
| Swiss National Bank 0.00% of their portfolio | 196.0k $7.1m | Unchanged |
| Aventail Capital Group, LP 0.33% of their portfolio | 187.8k $6.8m | Reduced -2.8k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.88% of their portfolio | 172.7k $6.2m | Reduced -39.4k |
| Sagefield Capital LP 0.41% of their portfolio | 157.1k $5.7m | Reduced -130.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 156.2k $5.6m | Reduced -6.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 152.1k $5.5m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 139.6k $5.0m | Added +13.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 136.7k $4.9m | Added +90.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 136.1k $4.9m | Reduced -50.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 132.2k $4.8m | Reduced -1.6k |
| Man Group plc 0.01% of their portfolio | 131.6k $4.7m | New |
| MONEY CONCEPTS CAPITAL CORP 0.26% of their portfolio | 130.3k $4.7m | Reduced -5.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 127.5k $3.7m | Added +7.0k |
| Squarepoint Ops LLC 0.01% of their portfolio | 124.0k $4.5m | Added +111.8k |
| Dean Capital Management 1.80% of their portfolio | 120.9k $4.4m | Reduced -23.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 118.6k $4.3m | Added +16.1k |
| Mountain Lake Investment Management LLC 2.75% of their portfolio | 118.2k $4.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 117.1k $4.2m | Added +22.7k |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 116.4k $4.2m | Reduced -783 |
| Creative Planning 0.00% of their portfolio | 110.9k $4.0m | Added +13.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 110.3k $4.0m | Added +7.9k |
| GRACE & WHITE INC /NY 0.65% of their portfolio | 101.7k $3.7m | Reduced -17.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 95.5k $3.4m | Reduced -4.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.06% of their portfolio | 95.2k $3.4m | Reduced -5.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 94.2k $3.4m | Reduced -62.8k |
| CAXTON ASSOCIATES LLP 0.08% of their portfolio | 93.0k $3.3m | New |
| CITIGROUP INC 0.00% of their portfolio | 92.0k $3.3m | Added +60.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 91.5k $3.3m | Added +38 |
| Voleon Capital Management LP 0.07% of their portfolio | 87.2k $3.1m | Reduced -22.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 86.8k $3.1m | Reduced -1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 86.6k $3.1m | Reduced -62.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 79.5k $2.9m | Added +36.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 77.6k $2.8m | First filing |
| PALISADE CAPITAL MANAGEMENT, LP 0.09% of their portfolio | 76.7k $2.8m | Reduced -5.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 74.5k $2.7m | Reduced -259.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 72.5k $2.6m | Reduced -84.6k |
| Private Capital Management, LLC 0.26% of their portfolio | 71.9k $2.6m | Reduced -2.1k |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 70.3k $2.5m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 69.1k $2.5m | New |
| Capital Investment Counsel, Inc 0.30% of their portfolio | 68.0k $2.5m | Reduced -8.2k |
| ABBINGTON INVESTMENT GROUP 1.41% of their portfolio | 67.3k $2.4m | Added +11.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 66.6k $2.4m | Reduced -1.7k |