Public record / Tickers / HP

HP — Helmerich & Payne, Inc.†

Both disclosure regimes on one name: who in Congress filed about HP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming HP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-20
filed 2023-01-20
13F holders
337
top-337 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Buck, Kenneth R. · $15.0K–$50.0K

BUY · traded 2016-12-06 → filed 2017-06-23. Ranked over every HP row by the provable lower bound, never a point estimate.

No member disclosed HP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-01-20Jacobs, Christopher L. —SELL partial (partial sale)Traded 2022-12-12 +39d$1K–$15K
2022-12-12Chris Jacobs R–NY-27BUYTraded 11-08 +34d$1K–$15K
2021-10-17Buck, Kenneth R. —SELLTraded 09-09 +38d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-06-24 LATE·308d$1K–$15K
2017-06-23Buck, Kenneth R. —BUYTraded 2016-12-06 LATE·199d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in HP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HP in the trailing 12 months.

Congress ↔ notable managers · HP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HELMERICH & PAYNE INC

Merged timeline of congressional filings and notable-manager moves on HP
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+69,072 sh
2026-05-15Gotham Asset Management 13FNEW+6,080 sh
2026-05-14Caxton Associates 13FNEW+92,951 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$550M1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$283M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$219M1
4DIMENSIONAL FUND ADVISORS LP$207M1
5STATE STREET CORP$158M1
6VANGUARD CAPITAL MANAGEMENT LLC$150M1
7AMERICAN CENTURY COMPANIES INC$134M1
8Invesco Ltd.$117M1
9EARNEST PARTNERS LLC$102M1
10MORGAN STANLEY$95.9M1
11CITADEL ADVISORS LLC$95.8M1
12GEODE CAPITAL MANAGEMENT, LLC$87.7M1
13BANK OF AMERICA CORP /DE/$60.4M1
14VICTORY CAPITAL MANAGEMENT INC$58.3M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.7M1
16UBS Group AG$47.5M1
17NORTHERN TRUST CORP$46.4M1
18FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$42.3M1
19Allianz Asset Management GmbH$39.0M1
20AMERIPRISE FINANCIAL INC$37.8M1
21Bank of New York Mellon Corp$33.5M1
22SPROTT INC.$30.9M1
23Walleye Capital LLC$26.0M1
24PUBLIC SECTOR PENSION INVESTMENT BOARD$23.9M1
25VANGUARD FIDUCIARY TRUST CO$22.9M1
26BRIDGEWAY CAPITAL MANAGEMENT, LLC$22.9M1
27SYSTEMATIC FINANCIAL MANAGEMENT LP$21.3M1
28Mariner, LLC$18.9M1
29PRINCIPAL FINANCIAL GROUP INC$17.5M1
30Alyeska Investment Group, L.P.$17.3M1
31Empowered Funds, LLC$17.1M1
32FMR LLC$15.3M1
33MetLife Investment Management, LLC$15.2M1
34NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$14.1M1
35RENAISSANCE TECHNOLOGIES LLC$13.7M1
36FRANKLIN RESOURCES INC$13.3M1
37KORNITZER CAPITAL MANAGEMENT INC /KS$11.9M1
38NFJ INVESTMENT GROUP, LLC$11.7M1
39ENVESTNET ASSET MANAGEMENT INC$10.3M1
40Susquehanna Portfolio Strategies, LLC$10.2M1
41HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.0M1
42Gibraltar Capital Management, Inc.$9.8M1
43Qube Research & Technologies Ltd$8.9M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.7M1
45PINNACLE ASSOCIATES LTD$8.2M1
46Legal & General Group Plc$8.0M1
47Nuveen, LLC$7.7M1
48Newport Trust Company, LLC$7.2M1
49Swiss National Bank$7.1M1
50Aventail Capital Group, LP$6.8M1
51Sagefield Capital LP$5.7M1
52BANK OF MONTREAL /CAN/$5.6M1
53TWO SIGMA INVESTMENTS, LP$5.5M1
54AQR CAPITAL MANAGEMENT LLC$5.0M1
55MILLENNIUM MANAGEMENT LLC$4.9M1
56WELLS FARGO & COMPANY/MN$4.9M1
57MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.8M1
58Man Group plc$4.7M1
59MONEY CONCEPTS CAPITAL CORP$4.7M1
60Squarepoint Ops LLC$4.5M1
61Mountain Lake Investment Management LLC$4.3M1
62Advisors Asset Management, Inc.$4.2M1
63Creative Planning$4.0M1
64PRUDENTIAL FINANCIAL INC$4.0M1
65GRACE & WHITE INC /NY$3.7M1
66ALLIANCEBERNSTEIN L.P.$3.7M1
67WEDGE CAPITAL MANAGEMENT L L P/NC$3.4M1
68FIRST TRUST ADVISORS LP$3.4M1
69CAXTON ASSOCIATES LLP$3.3M1
70CITIGROUP INC$3.3M1
71NISA INVESTMENT ADVISORS, LLC$3.3M1
72Voleon Capital Management LP$3.1M1
73DEUTSCHE BANK AG\$3.1M1
74SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
75VANGUARD ASSET MANAGEMENT, Ltd$2.8M1
76PALISADE CAPITAL MANAGEMENT, LP$2.8M1
77VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.7M1
78Private Capital Management, LLC$2.6M1
79Y-Intercept (Hong Kong) Ltd$2.5M1
80Bridgewater Associates, LP$2.5M1
81Capital Investment Counsel, Inc$2.5M1
82ABBINGTON INVESTMENT GROUP$2.4M1
83SEI INVESTMENTS CO$2.4M1
84FIFTH THIRD BANCORP$2.4M1
85Legato Capital Management LLC$2.3M1
86Edgestream Partners, L.P.$2.3M1
87LMCG INVESTMENTS, LLC$2.2M1
88Vanguard Global Advisers, LLC$2.2M1
89COZAD ASSET MANAGEMENT INC$2.1M1
90HSBC HOLDINGS PLC$2.0M1
91Calamos Advisors LLC$1.9M1
92Illinois Municipal Retirement Fund$1.9M1
93Tweedy, Browne Co LLC$1.7M1
94EXCHANGE TRADED CONCEPTS, LLC$1.7M1
95STATE OF WISCONSIN INVESTMENT BOARD$1.7M1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
97Pathstone Holdings, LLC$1.6M1
98Quantinno Capital Management LP$1.6M1
99US BANCORP \DE\$1.6M1
100INTECH INVESTMENT MANAGEMENT LLC$1.6M1
101Janus Henderson Group Ltd.$1.5M1
102Numerai GP LLC$1.5M1
103ROYAL BANK OF CANADA$1.5M1
104Cadence Wealth Management LLC$1.5M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
106SCHRODER INVESTMENT MANAGEMENT GROUP$1.3M1
107BWM Planning, LLC$1.3M1
108CoreCommodity Management, LLC$1.2M1
109KLP KAPITALFORVALTNING AS$1.2M1
110REGIONS FINANCIAL CORP$1.2M1
111Universal- Beteiligungs- und Servicegesellschaft mbH$1.2M1
112XTX Topco Ltd$1.2M1
113GUGGENHEIM CAPITAL LLC$1.1M1
114OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
115LPL Financial LLC$1.1M1
116Vanguard Personalized Indexing Management, LLC$1.1M1
117NEW YORK STATE COMMON RETIREMENT FUND$1.1M1
118YOUSIF CAPITAL MANAGEMENT, LLC$1.1M1
119RAYMOND JAMES FINANCIAL INC$1.1M1
120BENJAMIN EDWARDS INC$990K1
121HENNESSY ADVISORS INC$980K1
122Arizona State Retirement System$975K1
123STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$963K1
124MOODY NATIONAL BANK TRUST DIVISION$938K1
125William B. Walkup & Associates, Inc.$920K1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$909K1
127PROFUND ADVISORS LLC$907K1
128Vanguard Investments Australia, Ltd.$906K1
129COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$890K1
130MML INVESTORS SERVICES, LLC$871K1
131CANADA PENSION PLAN INVESTMENT BOARD$861K1
132Cetera Investment Advisers$833K1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$824K1
134LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$821K1
135EVERGREEN CAPITAL MANAGEMENT LLC$819K1
136Allspring Global Investments Holdings, LLC$790K1
137Cerity Partners LLC$763K1
138SIMPLEX TRADING, LLC$744K1
139HighTower Advisors, LLC$725K1
140RWA WEALTH PARTNERS, LLC$721K1
141Savant Capital, LLC$713K1
142Sigma Planning Corp$691K1
143COMMONWEALTH EQUITY SERVICES, LLC$687K1
144Cambria Investment Management, L.P.$685K1
145STIFEL FINANCIAL CORP$676K1
146Brooklyn Investment Group$651K1
147Vise Technologies, Inc.$647K1
148Mitsubishi UFJ Trust & Banking Corp$640K1
149VOYA INVESTMENT MANAGEMENT LLC$614K1
150TCFG WEALTH MANAGEMENT, LLC$578K1
151TCFG Investment Advisors, LLC$578K1
152Orion Porfolio Solutions, LLC$571K1
153Abel Hall, LLC$570K1
154EADS & HEALD WEALTH MANAGEMENT$565K1
155Pictet Asset Management Holding SA$555K1
156ProShare Advisors LLC$555K1
157SCP Investment, LP$533K1
158Channing Capital Management, LLC$530K1
159Scissortail Wealth Management, LLC$530K1
160Ethic Inc.$526K1
161Maryland State Retirement & Pension System$525K1
162Wilmington Savings Fund Society, FSB$522K1
163Atria Investments, Inc$521K1
164CWM, LLC$513K1
165Amundi$443K1
166Graham Capital Management, L.P.$427K1
167Walleye Trading LLC$413K1
168MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$412K1
169MQS Management LLC$381K1
170State of Wyoming$371K1
171Tidal Investments LLC$362K1
172XPONANCE LLC$361K1
173KLCM Advisors, Inc.$360K1
174CAPITAL ADVISORS INC/OK$359K1
175Gallagher Fiduciary Advisors, LLC$355K1
176Engineers Gate Manager LP$343K1
177OSAIC HOLDINGS, INC.$332K1
178WELLINGTON MANAGEMENT GROUP LLP$330K1
179CONNABLE OFFICE INC$318K1
180KEYBANK NATIONAL ASSOCIATION/OH$313K1
181Ameritas Investment Partners, Inc.$291K1
182O'SHAUGHNESSY ASSET MANAGEMENT, LLC$282K1
183Kestra Advisory Services, LLC$281K1
184MERCER GLOBAL ADVISORS INC /ADV$266K1
185Tower Research Capital LLC (TRC)$266K1
186Verition Fund Management LLC$261K1
187WINTON GROUP Ltd$259K1
188Grant Private Wealth Management Inc$256K1
189Sumitomo Mitsui Trust Group, Inc.$252K1
190Crossmark Global Holdings, Inc.$251K1
191Corient Private Wealth LLC$245K1
192Bayforest Capital Ltd$244K1
193Ensign Peak Advisors, Inc$236K1
194D. E. Shaw & Co., Inc.$235K1
195BROWN ADVISORY INC$233K1
196Brevan Howard Capital Management LP$229K1
197CIBC Asset Management Inc$229K1
198QUADRANT CAPITAL GROUP LLC$224K1
199CHOREO, LLC$220K1
200Alan B Lancz & Associates, Inc.$220K1
201Gotham Asset Management, LLC$219K1
202Adams Wealth Management$213K1
203CacheTech Inc.$213K1
204Avantax Planning Partners, Inc.$210K1
205Cerro Pacific Wealth Advisors LLC$205K1
206Pinnacle Wealth Planning Services, Inc.$195K1
207SIGNATUREFD, LLC$134K1
208Rockefeller Capital Management L.P.$127K1
209Sterling Capital Management LLC$119K1
210SBI Securities Co., Ltd.$117K1
211Savvy Advisors, Inc.$109K1
212Smartleaf Asset Management LLC$106K1
213BNP Paribas Asset Management Holding S.A.$91.1K1
214VAN ECK ASSOCIATES CORP$87.3K1
215Allworth Financial LP$82.8K1
216EASTERN BANK$72.7K1
217CHILTON CAPITAL MANAGEMENT LLC$72.1K1
218NOMURA ASSET MANAGEMENT CO LTD$69.9K1
219Blue Trust, Inc.$51.1K1
220Salomon & Ludwin, LLC$35.6K1
221Parkside Financial Bank & Trust$32.6K1
222MAI Capital Management$32.1K1
223CENTRAL TRUST Co$31.9K1
224PRIVATE TRUST CO NA$27.6K1
225Caitong International Asset Management Co., Ltd$27.5K1
226ESSEX INVESTMENT MANAGEMENT CO LLC$26.4K1
227Kemnay Advisory Services Inc.$23.4K1
228NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22.4K1
229BARTLETT & CO. WEALTH MANAGEMENT LLC$20.3K1
230UMB Bank, n.a.$18.8K1
231GHP Investment Advisors, Inc.$16.4K1
232Private Wealth Management Group, LLC$13.7K1
233Larson Financial Group LLC$13.7K1
234Kentucky Trust Co$13.2K1
235Cassaday & Co Wealth Management LLC$12.4K1
236ARMSTRONG ADVISORY GROUP, INC$10.8K1
237INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$10.4K1
238Purpose Unlimited Inc.$9.9K1
239Owl Creek Wealth Partners LLC$8.8K1
240MV CAPITAL MANAGEMENT, INC.$8.6K1
241Physician Wealth Advisors, Inc.$8.5K1
242Strengthening Families & Communities, LLC$8.5K1
243CVA Family Office, LLC$6.6K1
244TOMPKINS FINANCIAL CORP$6.4K1
245Arax Advisory Partners$6.3K1
246Leonteq Securities AG$5.5K1
247Keating Financial Advisory Services, Inc.$4.6K1
248Hilton Head Capital Partners, LLC$3.7K1
249Aster Capital Management (DIFC) Ltd$3.6K1
250Atlantic Union Bankshares Corp$3.6K1
251JFS WEALTH ADVISORS, LLC$3.6K1
252Prestige Wealth Management Group LLC$3.3K1
253CANADA LIFE ASSURANCE Co$3.1K1
254Rialto Wealth Management, LLC$2.7K1
255Kilter Group LLC$2.6K1
256Mitsubishi UFJ Asset Management Co., Ltd.$2.6K1
257Johnson Financial Group, Inc.$2.5K1
258THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
259MCGUIRE CAPITAL ADVISORS INC$2.4K1
260FARMERS & MERCHANTS INVESTMENTS INC$2.3K1
261Key FInancial Inc$2.3K1
262Bell Investment Advisors, Inc$2.2K1
263Transamerica Financial Advisors, LLC$2.1K1
264ASSETMARK, INC$1.8K1
265State of Alaska, Department of Revenue$1.8K1
266Inspire Investing, LLC$1.7K1
267Valued Wealth Advisors LLC$1.7K1
268Annis Gardner Whiting Capital Advisors, LLC$1.6K1
269TD Capital Management LLC$1.4K1
270COUNTRY TRUST BANK$1.1K1
271TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$9111
272SUMMIT SECURITIES GROUP LLC$9011
273ACADIAN ASSET MANAGEMENT LLC$7781
274SJS Investment Consulting Inc.$7571
275Kentucky Retirement Systems$7441
276DiNuzzo Private Wealth, Inc.$6131
277Investors Portfolio Services LLC$6091
278Ankerstar Wealth, LLC$5761
279GILPIN WEALTH MANAGEMENT, LLC$4691
280Fruth Investment Management$4611
281NATIXIS ADVISORS, LLC$4481
282Godfrey Financial Associates, Inc.$3241
283HFM Investment Advisors, LLC$2881
284PARK AVENUE SECURITIES LLC$2761
285Abound Wealth Management$2171
286Steward Partners Investment Advisory, LLC$1801
287Vermillion Wealth Management, Inc.$1441
288KBC Group NV$1111
289Activest Wealth Management$361
290HARBOR CAPITAL ADVISORS, INC.$271
291Capital Advisors, Ltd. LLC$01
292Avion Wealth$01
293VANGUARD GROUP INC— value not disclosed1
294COMERICA BANK— value not disclosed1
295NATIONAL BANK OF CANADA /FI/— value not disclosed1
296GROUP ONE TRADING LLC— value not disclosed1
297DEPRINCE RACE & ZOLLO INC— value not disclosed1
298LSV ASSET MANAGEMENT— value not disclosed1
299BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
300CLOUGH CAPITAL PARTNERS L P— value not disclosed1
301CIBC Private Wealth Group LLC— value not disclosed1
302Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
303Cullen Capital Management, LLC— value not disclosed1
304NORGES BANK— value not disclosed1
305Energy Income Partners, LLC— value not disclosed1
306OXFORD ASSET MANAGEMENT LLP— value not disclosed1
307IMC-Chicago, LLC— value not disclosed1
308Dynamic Technology Lab Private Ltd— value not disclosed1
309Encompass Capital Advisors LLC— value not disclosed1
310LMR Partners LLP— value not disclosed1
311Interval Partners, LP— value not disclosed1
312JANE STREET GROUP, LLC— value not disclosed1
313Lighthouse Investment Partners, LLC— value not disclosed1
314Private Advisory Group LLC— value not disclosed1
315Trexquant Investment LP— value not disclosed1
316Darwin Wealth Management, LLC— value not disclosed1
317Schonfeld Strategic Advisors LLC— value not disclosed1
318Holocene Advisors, LP— value not disclosed1
319ExodusPoint Capital Management, LP— value not disclosed1
320Global Retirement Partners, LLC— value not disclosed1
321Optiver Holding B.V.— value not disclosed1
322CenterBook Partners LP— value not disclosed1
323NFSG Corp— value not disclosed1
324AlphaQuest LLC— value not disclosed1
325PharVision Advisers, LLC— value not disclosed1
326Hedges Asset Management LLC— value not disclosed1
327SageView Advisory Group, LLC— value not disclosed1
328iSAM Funds (UK) Ltd— value not disclosed1
329Dunhill Financial, LLC— value not disclosed1
330Quarry LP— value not disclosed1
331Freestone Grove Partners LP— value not disclosed1
332nVerses Capital, LLC— value not disclosed1
333Corigliano Investment Advisers, LLC— value not disclosed1
334Tandem Financial, LLC— value not disclosed1
335May Hill Capital, LLC— value not disclosed1
336Dockside LLC— value not disclosed1
337VARCOV Co.— value not disclosed1
Truncated by Public Filings. Every one of the 292 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HP

RETAINED WINDOW · ACTIVE HITS

Zero hits on HP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HP · financials and macro

Financials — as filed PLANNED

HP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing