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 ($20.3m this quarter). Holder counts are more reliable. Shares outstanding: 99.9m as of 2026-07-30, 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 ≈ $32.75. Options: 9 managers hold calls ($23.3m notional), 9 hold puts ($13.5m).
Trends to Q2 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 |
| Q2 2026 | 374 |
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 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 |
| Q2 2026 | 166 | 175 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $43.9m | $24.0m | 0.55 |
| Q4 2025 | $49.6m | $27.2m | 0.55 |
| Q1 2026 | $28.4m | $16.0m | 0.56 |
| Q2 2026 | $23.3m | $13.5m | 0.58 |
Biggest buyers
| Alyeska Investment Group, L.P. | Added | +1.0m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +721.3k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +566.5k |
| Invesco Ltd. | Added | +499.5k |
| Balyasny Asset Management L.P. | New | +438.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +419.7k |
| BlackRock, Inc. | Added | +406.1k |
| Bridgewater Associates, LP | Added | +403.9k |
| READYSTATE ASSET MANAGEMENT LP | New | +284.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +238.6k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -758.2k |
| Walleye Capital LLC | Reduced | -720.3k |
| VAN ECK ASSOCIATES CORP | Reduced | -624.6k |
| UBS Group AG | Reduced | -575.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -351.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -328.6k |
| NFJ INVESTMENT GROUP, LLC | Sold out | -323.4k |
| Fisher Asset Management, LLC | Reduced | -274.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -241.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.3m345.8k shares |
| IMC-Chicago, LLC | Added | $4.0m121.5k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m110.9k shares |
| JANE STREET GROUP, LLC | Added | $2.8m85.2k shares |
| SIMPLEX TRADING, LLC | Added | $638.4k19.5k shares |
| D. E. Shaw & Co., Inc. | New | $471.5k14.4k shares |
| GROUP ONE TRADING LLC | Added | $333.9k10.2k shares |
| Walleye Capital LLC | Reduced | $163.7k5.0k shares |
| Walleye Trading LLC | Reduced | $16.4k500 shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Unchanged | $3.3m100.0k shares |
| Walleye Trading LLC | Reduced | $3.2m96.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.2m68.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m55.2k shares |
| IMC-Chicago, LLC | Added | $1.7m51.7k shares |
| JANE STREET GROUP, LLC | Added | $546.8k16.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $409.2k12.5k shares |
| GROUP ONE TRADING LLC | Added | $301.2k9.2k shares |
| Walleye Capital LLC | Added | $68.8k2.1k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 1 | $1.2m | — |
| Q3 2026 | 0 | — | 4 | $5.7m | $825.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sold plan | $450.0k10.0k shares |
| 2026-08-20 | HELMERICH HANS Director · Family Trust | Sold | $2.9m65.0k shares |
| 2026-08-20 | HELMERICH HANS Director · Reporting Person's Trust | Sold | $1.1m25.0k shares |
| 2026-08-20 | HELMERICH HANS Director · By Spouse | Sold | $196.2k4.5k shares |
| 2026-08-17 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sold | $493.6k11.1k shares |
| 2026-08-14 | Momper Sara Marie VP, CAO | Sold | $223.8k5.1k shares |
| 2026-08-10 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sold plan | $200.0k5.0k shares |
| 2026-07-22 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sold plan | $175.0k5.0k shares |
| 2026-05-18 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sold | $1.2m28.3k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 15.7m $513.3m | Added +406.1k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.18% of their portfolio | 7.8m $256.7m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 6.2m $202.2m | Added +94.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 5.9m $193.4m | Added +171.4k |
| STATE STREET CORP 0.00% of their portfolio | 4.5m $148.1m | Added +132.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.2m $136.4m | Added +13.0k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 3.8m $126.0m | Added +142.3k |
| Invesco Ltd. 0.01% of their portfolio | 3.7m $122.8m | Added +499.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.9m $93.4m | Added +419.7k |
| EARNEST PARTNERS LLC 0.32% of their portfolio | 2.7m $90.0m | Reduced -90.0k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $83.5m | Reduced -111.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 2.2m $71.5m | Added +566.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.9m $62.2m | Reduced -758.2k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 1.8m $58.9m | Reduced -624.6k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 1.6m $51.9m | Reduced -274.1k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 1.5m $50.0m | Added +1.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.4m $46.3m | Added +238.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $44.2m | Added +61.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $43.9m | Reduced -1.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $43.4m | Reduced -351.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $42.3m | Reduced -30.6k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 1.46% of their portfolio | 1.2m $38.5m | Unchanged |
| Allianz Asset Management GmbH 0.04% of their portfolio | 1.1m $34.8m | Reduced -20.4k |
| BARCLAYS PLC 0.01% of their portfolio | 1.0m $34.2m | Added +48.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 998.4k $32.7m | Added +721.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 934.8k $30.6m | Added +4.9k |
| SPROTT INC. 0.91% of their portfolio | 843.5k $27.6m | Reduced -13.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 824.9k $27.0m | Reduced -223.2k |
| Canoe Financial LP 0.33% of their portfolio | 821.2k $26.9m | Reduced -98.3k |
| UBS Group AG 0.00% of their portfolio | 743.1k $24.3m | Reduced -575.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 671.8k $22.0m | Added +36.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.40% of their portfolio | 619.4k $20.3m | Added +28.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.35% of their portfolio | 615.8k $20.2m | Reduced -19.0k |
| Mariner, LLC 0.02% of their portfolio | 518.1k $17.0m | Reduced -7.4k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 500.4k $16.4m | Reduced -22.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 484.7k $15.9m | Reduced -565 |
| Bridgewater Associates, LP 0.06% of their portfolio | 473.0k $15.5m | Added +403.9k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 451.2k $14.8m | Reduced -213.4k |
| Empowered Funds, LLC 0.08% of their portfolio | 448.9k $14.7m | Reduced -25.8k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 438.4k $14.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 434.2k $14.6m | Added +171.5k |
| MetLife Investment Management, LLC 0.06% of their portfolio | 426.6k $14.0m | Added +4.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 419.8k $13.7m | Added +50.5k |
| FMR LLC 0.00% of their portfolio | 350.0k $11.5m | Reduced -73.4k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.22% of their portfolio | 323.3k $10.6m | Reduced -8.1k |
| READYSTATE ASSET MANAGEMENT LP 0.38% of their portfolio | 284.4k $9.3m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 283.3k $9.3m | Reduced -1.9k |
| Gibraltar Capital Management, Inc. 1.37% of their portfolio | 270.2k $8.8m | Reduced -1.8k |
| NORGES BANK 0.00% of their portfolio | 257.2k $8.4m | Not comparable |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 256.4k $8.4m | Added +119.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 256.2k $8.4m | Reduced -37.9k |
| Nuveen, LLC 0.00% of their portfolio | 239.5k $7.8m | Added +25.8k |
| Legal & General Group Plc 0.00% of their portfolio | 220.9k $7.2m | Reduced -242 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 217.9k $7.2m | Added +161.9k |
| PINNACLE ASSOCIATES LTD 0.08% of their portfolio | 216.5k $7.1m | Reduced -12.3k |
| Swiss National Bank 0.00% of their portfolio | 194.9k $6.4m | Reduced -1.1k |
| Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio | 185.4k $6.1m | Reduced -98.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 182.3k $6.0m | Added +95.7k |
| Newport Trust Company, LLC 0.01% of their portfolio | 181.7k $5.9m | Reduced -18.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 171.7k $5.6m | Added +35.5k |
| Longaeva Partners L.P. 0.16% of their portfolio | 165.0k $5.4m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 158.6k $5.2m | Reduced -82.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 145.0k $4.7m | Reduced -11.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 143.6k $4.7m | Added +4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 142.2k $4.7m | Added +23.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 139.2k $4.6m | Reduced -241.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 138.1k $4.5m | Added +5.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 137.1k $4.5m | Added +13.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 133.9k $4.4m | Added +67.7k |
| Sagefield Capital LP 0.32% of their portfolio | 130.5k $4.3m | Reduced -26.6k |
| Energy Income Partners, LLC 0.07% of their portfolio | 130.3k $4.3m | New |
| MONEY CONCEPTS CAPITAL CORP 0.20% of their portfolio | 129.7k $4.2m | Reduced -575 |
| Creative Planning 0.00% of their portfolio | 122.0k $4.0m | Added +11.1k |
| Mountain Lake Investment Management LLC 2.41% of their portfolio | 118.2k $3.9m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 116.7k $4.2m | Reduced -10.8k |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 115.9k $3.8m | Reduced -475 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 113.7k $3.7m | Reduced -3.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 111.1k $3.6m | Added +860 |
| LMR Partners LLP 0.03% of their portfolio | 108.5k $3.6m | New |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 107.6k $3.5m | New |
| CITIGROUP INC 0.00% of their portfolio | 106.7k $3.5m | Added +14.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 102.6k $3.4m | Added +30.0k |
| HITE Hedge Asset Management LLC 0.18% of their portfolio | 100.0k $3.3m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 98.7k $3.2m | Added +3.2k |
| GRACE & WHITE INC /NY 0.49% of their portfolio | 94.8k $3.1m | Reduced -6.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% of their portfolio | 90.9k $3.0m | Reduced -4.3k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 89.5k $2.9m | Reduced -2.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 81.6k $2.7m | Reduced -5.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 81.4k $2.7m | Added +3.8k |
| CoreCommodity Management, LLC 0.49% of their portfolio | 74.4k $2.4m | Added +39.8k |
| ABBINGTON INVESTMENT GROUP 1.41% of their portfolio | 67.4k $2.2m | Added +165 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 65.6k $2.1m | Reduced -1.0k |
| COZAD ASSET MANAGEMENT INC 0.14% of their portfolio | 65.5k $2.1m | Added +6.1k |
| SG Capital Management LLC 0.19% of their portfolio | 64.1k $2.1m | New |
| LMCG INVESTMENTS, LLC 0.11% of their portfolio | 63.0k $2.1m | Added +869 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 62.8k $2.1m | Reduced -328.6k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 60.8k $2.0m | Reduced -4.6k |
| PALISADE CAPITAL MANAGEMENT, LP 0.09% of their portfolio | 60.7k $2.0m | Reduced -16.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 59.8k $2.0m | Added +15.9k |
| Voleon Capital Management LP 0.03% of their portfolio | 55.0k $1.8m | Reduced -32.2k |