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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Buck, Kenneth R. · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-01-20Jacobs, Christopher L. Sale · partial (partial sale)Traded 2022-12-12 +39d$1K–$15K
2022-12-12Chris Jacobs R–NY-27PurchaseTraded 11-08 +34d$1K–$15K
2021-10-17Buck, Kenneth R. SaleTraded 09-09 +38d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2017-06-23Buck, Kenneth R. PurchaseTraded 2016-12-06 LATE·199d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
294COMERICA BANK$01
295NATIONAL BANK OF CANADA /FI/$01
296GROUP ONE TRADING LLC$01
297DEPRINCE RACE & ZOLLO INC$01
298LSV ASSET MANAGEMENT$01
299BALYASNY ASSET MANAGEMENT L.P.$01
300CLOUGH CAPITAL PARTNERS L P$01
301CIBC Private Wealth Group LLC$01
302Grantham, Mayo, Van Otterloo & Co. LLC$01
303Cullen Capital Management, LLC$01
304NORGES BANK$01
305Energy Income Partners, LLC$01
306OXFORD ASSET MANAGEMENT LLP$01
307IMC-Chicago, LLC$01
308Dynamic Technology Lab Private Ltd$01
309Encompass Capital Advisors LLC$01
310LMR Partners LLP$01
311Interval Partners, LP$01
312JANE STREET GROUP, LLC$01
313Lighthouse Investment Partners, LLC$01
314Private Advisory Group LLC$01
315Trexquant Investment LP$01
316Darwin Wealth Management, LLC$01
317Schonfeld Strategic Advisors LLC$01
318Holocene Advisors, LP$01
319ExodusPoint Capital Management, LP$01
320Global Retirement Partners, LLC$01
321Optiver Holding B.V.$01
322CenterBook Partners LP$01
323NFSG Corp$01
324AlphaQuest LLC$01
325PharVision Advisers, LLC$01
326Hedges Asset Management LLC$01
327SageView Advisory Group, LLC$01
328iSAM Funds (UK) Ltd$01
329Dunhill Financial, LLC$01
330Quarry LP$01
331Freestone Grove Partners LP$01
332nVerses Capital, LLC$01
333Corigliano Investment Advisers, LLC$01
334Tandem Financial, LLC$01
335May Hill Capital, LLC$01
336Dockside LLC$01
337VARCOV Co.$01
Truncated by Public Filings. The published aggregate ranks the top 337 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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