Helmerich & Payne, Inc. (HP) shareholders
HPNYSEDrilling Oil & Gas WellsFiscal year ends September 30
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 6/304% above fair value
$38.06+0.93 (+2.50%)
Close on Nov 13, 2026Market cap $3.80BP/E –Yield 0.66%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
102M of 100M shares
Institutional holders
373
53 new, 49 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $11.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 14,358,239 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| and State Farm Mutual Automobile Insurance Company | 8,257,200 | 8.30% | 13G (passive) amendment | Feb 12, 2024 |
| Vanguard Portfolio Management | 6,141,499 | 6.15% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 5,165,265 | 5.20% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,679,163 | 15.69% | $513.34M | +406,065 | 0.01% |
| State Farm Mutual Automobile Insurance Co | 7,841,430 | 7.85% | $256.73M | – | 0.18% |
| Vanguard Portfolio Management LLC | 6,176,754 | 6.18% | $202.23M | +94,268 | 0.01% |
| Dimensional Fund Advisors LP | 5,907,212 | 5.91% | $193.41M | +171,447 | 0.04% |
| State Street Corp | 4,522,913 | 4.53% | $148.08M | +132,754 | 0.00% |
| Vanguard Capital Management LLC | 4,166,781 | 4.17% | $136.42M | +13,002 | 0.00% |
| American Century Companies Inc | 3,847,788 | 3.85% | $125.98M | +142,345 | 0.06% |
| Invesco Ltd. | 3,749,623 | 3.75% | $122.76M | +499,533 | 0.01% |
| Geode Capital Management, LLC | 2,852,442 | 2.85% | $93.40M | +419,661 | 0.00% |
| Earnest Partners LLC | 2,749,682 | 2.75% | $90.02M | −89,954 | 0.32% |
| Morgan Stanley | 2,549,076 | 2.55% | $83.46M | −111,434 | 0.00% |
| Victory Capital Management Inc | 2,183,854 | 2.19% | $71.50M | +566,452 | 0.04% |
| Citadel Advisors LLC | 1,900,404 | 1.90% | $62.22M | −758,205 | 0.01% |
| Van Eck Associates Corp | 1,798,141 | 1.80% | $58.87M | −624,645 | 0.04% |
| Fisher Asset Management, LLC | 1,584,368 | 1.59% | $51.87M | −274,139 | 0.02% |
| Alyeska Investment Group, L.P. | 1,526,707 | 1.53% | $49.98M | +1,045,727 | 0.13% |
| Bnp Paribas Arbitrage, Snc | 1,413,448 | 1.41% | $46.28M | +238,616 | 0.02% |
| Northern Trust Corp | 1,349,754 | 1.35% | $44.19M | +61,197 | 0.01% |
| Goldman Sachs Group Inc | 1,340,382 | 1.34% | $43.88M | −1,282,177 | 0.00% |
| Bank Of America Corp /De/ | 1,324,683 | 1.33% | $43.37M | −351,486 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 373 | 102M | 100.0% | 53 / 121 | 126 / 49 | 8M | 9M |
| Q1 2026 | 375 | 103M | 100.0% | 65 / 129 | 110 / 43 | 25M | 10M |
| Q4 2025 | 360 | 99M | 99.0% | 64 / 112 | 124 / 36 | 10M | 9M |
| Q3 2025 | 338 | 97M | 97.5% | 51 / 119 | 116 / 51 | 9M | 10M |
| Q2 2025 | 341 | 98M | 98.4% | 65 / 128 | 104 / 71 | 11M | 11M |
| Q1 2025 | 352 | 100M | 99.6% | 45 / 129 | 126 / 62 | 9M | 12M |
| Q4 2024 | 375 | 103M | 100.0% | 54 / 125 | 139 / 59 | 7M | 10M |
| Q3 2024 | 386 | 106M | 100.0% | 56 / 132 | 137 / 51 | 24M | 8M |
| Q2 2024 | 384 | 107M | 100.0% | 38 / 131 | 150 / 52 | 6M | 7M |
| Q1 2024 | 402 | 107M | 100.0% | 62 / 134 | 156 / 48 | 8M | 8M |
| Q4 2023 | 393 | 107M | 100.0% | 67 / 137 | 127 / 45 | 14M | 5M |
| Q3 2023 | 375 | 98M | 97.8% | 48 / 123 | 138 / 32 | 10M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
305 funds held HP in Q2 2026, 59% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HP | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,020,931 | 6.02% | $197.13M | 0.18% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 3,140,503 | 3.14% | $119.81M | 0.44% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,853,842 | 2.86% | $93.43M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,527,426 | 2.53% | $82.75M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,060,982 | 2.06% | $67.48M | 0.04% | Jun 30, 2026 |
| VanEck Oil Services ETF | 1,525,759 | 1.53% | $49.95M | 2.51% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,361,679 | 1.36% | $47.07M | 0.24% | Jul 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,333,000 | 1.33% | $43.64M | 0.93% | Jun 30, 2026 |
| Invesco Main Street Small Cap Fund | 1,205,952 | 1.21% | $39.48M | 1.48% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,145,767 | 1.15% | $37.51M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,077,445 | 1.08% | $37.25M | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 919,909 | 0.92% | $30.12M | 0.18% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 753,607 | 0.75% | $26.05M | 0.15% | Jul 31, 2026 |
| Harbor Small Cap Value Fund | 713,186 | 0.71% | $24.65M | 0.98% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 709,782 | 0.71% | $24.54M | 0.17% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John W. Lindsay | Chief Executive Officer, Director | 756,532 | 0.76% | Jan 14, 2026 |
| Todd N. Scruggs | SVP, CFO | 39,500 | 0.04% | Oct 19, 2026 |
| John R. Bell | EVP, EASTERN HEMISPHERE LAND | 255,226 | 0.26% | Oct 9, 2026 |
| Michael Lennox | EVP, WESTERN HEMISPHERE LAND | 171,037 | 0.17% | Sep 2, 2026 |
| Sara Marie Momper | VP, CAO | 16,958 | 0.02% | Aug 18, 2026 |
| Cara M. Hair | SVP, CORP. SERVICES & CLO | 136,095 | 0.14% | Aug 18, 2026 |
| Raymond John Adams III | President | 134,606 | 0.13% | Jan 14, 2026 |
| J. Kevin Vann | SENIOR VP AND CFO | 64,398 | 0.06% | Dec 12, 2025 |
| Hans Helmerich | Director | 1,952,689 | 1.95% | Aug 24, 2026 |
| John D. Zeglis | Director | 73,442 | 0.07% | Mar 6, 2026 |
| Donald F. Robillard JR | Director | 10,997 | 0.01% | Mar 6, 2026 |
| Elizabeth R. Killinger | Director | 15,844 | 0.02% | Mar 6, 2026 |
| Randy A. Foutch | Director | 35,897 | 0.04% | Mar 6, 2026 |
| Belgacem Chariag | Director | 67,056 | 0.07% | Mar 6, 2026 |
| Delaney Murchison Bellinger | Director | 3,669 | 0.00% | Mar 6, 2026 |
| Jose Ramon Mas | Director | 43,297 | 0.04% | Mar 6, 2026 |
| Kevin G. Cramton | Director | 43,297 | 0.04% | Mar 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd N. Scruggs SVP, CFO | Oct 15, 2026 | Tax withholding | −481 | $37.68 | $18.12K | 39,500 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Sep 25, 2026 | Discretionary | −1,748 | $28.46 | $49.75K | 0 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Sep 1, 2026 | Sale(10b5-1 plan) | −10,000 | $45.00 | $450.00K | 171,037 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −25,000 | $43.90 | $1.10M | 471,735 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −4,470 | $43.90 | $196.23K | 20,000 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −65,000 | $43.90 | $2.85M | 1,150,915 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Aug 17, 2026 | Sale | −11,149 | $44.27 | $493.57K | 136,095 |
| Sara Marie Momper VP, CAO | Aug 14, 2026 | Sale | −5,054 | $44.28 | $223.79K | 16,958 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $40.00 | $200.00K | 181,037 |
| Todd N. Scruggs SVP, CFO | Jul 31, 2026 | Tax withholding | −2,150 | $34.57 | $74.33K | 39,981 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jul 22, 2026 | Sale(10b5-1 plan) | −5,000 | $35.00 | $175.00K | 186,037 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jul 22, 2026 | Sale(10b5-1 plan) | −5,000 | $35.00 | $175.00K | 186,037 |
| Sara Marie Momper VP, CAO | Jun 4, 2026 | Tax withholding | −440 | $39.60 | $17.42K | 22,012 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | May 18, 2026 | Sale | −28,345 | $41.45 | $1.17M | 147,244 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Mar 19, 2026 | Sale | −58,771 | $36.62 | $2.15M | 175,589 |
| Hans Helmerich Director | Mar 5, 2026 | Award | +7,910 | – | – | 138,009 |
| Jose Ramon Mas Director | Mar 5, 2026 | Award | +5,273 | – | – | 43,297 |
| John D. Zeglis Director | Mar 5, 2026 | Award | +5,273 | – | – | 73,442 |
| Belgacem Chariag Director | Mar 5, 2026 | Award | +5,273 | – | – | 67,056 |
| Elizabeth R. Killinger Director | Mar 5, 2026 | Award | +5,273 | – | – | 15,844 |
| Kevin G. Cramton Director | Mar 5, 2026 | Award | +5,273 | – | – | 43,297 |
| Randy A. Foutch Director | Mar 5, 2026 | Award | +5,273 | – | – | 35,897 |
| John W. Lindsay Chief Executive Officer, Director | Jan 12, 2026 | Award | +11,003 | – | – | 221,388 |
| John W. Lindsay Chief Executive Officer, Director | Jan 12, 2026 | Tax withholding | −3,410 | $30.58 | $104.28K | 217,978 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Jan 12, 2026 | Tax withholding | −1,045 | $30.58 | $31.96K | 234,360 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Jan 12, 2026 | Award | +3,062 | – | – | 235,405 |
| Raymond John Adams III President | Jan 12, 2026 | Award | +2,004 | – | – | 134,606 |
| Raymond John Adams III President | Jan 12, 2026 | Tax withholding | −684 | $30.58 | $20.92K | 133,922 |
| Sara Marie Momper VP, CAO | Jan 12, 2026 | Award | +426 | – | – | 22,597 |
| Sara Marie Momper VP, CAO | Jan 12, 2026 | Tax withholding | −145 | $30.58 | $4.43K | 22,452 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jan 12, 2026 | Tax withholding | −831 | $30.58 | $25.41K | 191,037 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jan 12, 2026 | Award | +2,436 | – | – | 191,868 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Jan 12, 2026 | Tax withholding | −874 | $30.58 | $26.73K | 255,226 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Jan 12, 2026 | Award | +2,562 | – | – | 256,100 |
| John W. Lindsay Chief Executive Officer, Director | Dec 19, 2025 | Gift | −526,123 | – | – | 210,385 |
| Hans Helmerich Director | Dec 19, 2025 | Sale | −50,000 | $28.13 | $1.41M | 1,215,915 |
| Hans Helmerich Director | Dec 19, 2025 | Sale | −25,000 | $28.10 | $702.50K | 496,735 |
| Sara Marie Momper VP, CAO | Dec 11, 2025 | Tax withholding | −321 | $30.85 | $9.90K | 22,171 |
| Raymond John Adams III President | Dec 11, 2025 | Tax withholding | −2,721 | $30.85 | $83.94K | 132,602 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 11, 2025 | Tax withholding | −2,976 | $30.85 | $91.81K | 253,538 |
| J. Kevin Vann SENIOR VP AND CFO | Dec 11, 2025 | Tax withholding | −2,858 | $30.85 | $88.17K | 61,098 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 11, 2025 | Tax withholding | −4,033 | $30.85 | $124.42K | 232,343 |
| John W. Lindsay Chief Executive Officer, Director | Dec 11, 2025 | Tax withholding | −12,268 | $30.85 | $378.47K | 736,508 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 11, 2025 | Tax withholding | −2,912 | $30.85 | $89.84K | 189,432 |
| J. Kevin Vann SENIOR VP AND CFO | Dec 10, 2025 | Award | +34,494 | – | – | 63,956 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 10, 2025 | Award | +32,194 | – | – | 192,344 |
| Raymond John Adams III President | Dec 10, 2025 | Award | +37,943 | – | – | 135,323 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 10, 2025 | Award | +32,194 | – | – | 256,514 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 10, 2025 | Award | +32,194 | – | – | 236,376 |
| John W. Lindsay Chief Executive Officer, Director | Dec 10, 2025 | Award | +77,818 | – | – | 748,776 |
| Sara Marie Momper VP, CAO | Dec 10, 2025 | Award | +7,790 | – | – | 22,492 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 9, 2025 | Tax withholding | −1,926 | $29.75 | $57.30K | 160,150 |
| Raymond John Adams III President | Dec 9, 2025 | Tax withholding | −1,585 | $29.75 | $47.15K | 97,380 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 9, 2025 | Tax withholding | −2,025 | $29.75 | $60.24K | 224,320 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 9, 2025 | Tax withholding | −2,420 | $29.75 | $72.00K | 204,182 |
| John W. Lindsay Chief Executive Officer, Director | Dec 9, 2025 | Tax withholding | −8,692 | $29.75 | $258.59K | 670,958 |
| Sara Marie Momper VP, CAO | Dec 9, 2025 | Tax withholding | −223 | $29.75 | $6.63K | 14,702 |
| Raymond John Adams III President | Dec 5, 2025 | Tax withholding | −2,295 | $29.88 | $68.57K | 98,965 |
| Sara Marie Momper VP, CAO | Dec 5, 2025 | Tax withholding | −302 | $29.88 | $9.02K | 14,925 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 5, 2025 | Tax withholding | −2,754 | $29.88 | $82.29K | 162,076 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.75%
6M shares short
Days to cover
5.1
At 1M shares a day
Change since last report
-6.7%
From 7M shares
Short volume, 20 days
64.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Helmerich & Payne's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,452 shares on Aug 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Lennox Officer | Sep 1, 2026 | 10,000 | $450.00K | Sep 1, 2026 | Restricted Stock Vesting |
| Hans Helmerich Board member | Aug 20, 2026 | 94,470 | $4.14M | Aug 20, 2026 | stock option exercise |
| Cara M. Hair Officer | Aug 17, 2026 | 11,149 | $493.58K | Aug 17, 2026 | Restricted Stock Vesting |
| Sara Marie Momper Officer | Aug 14, 2026 | 5,054 | $223.80K | Aug 14, 2026 | Restricted Stock Vesting |
| Michael Lennox Officer | Aug 10, 2026 | 5,000 | $200.00K | Aug 10, 2026 | Restricted Stock Vesting |
| Michael Lennox Officer | Jul 22, 2026 | 5,000 | $175.00K | Jul 22, 2026 | Restricted Stock Vesting |
| Cara M. Hair Officer | May 18, 2026 | 28,345 | $1.17M | May 18, 2026 | Restricted Stock Vesting |
| Cara M. Hair Officer | Mar 19, 2026 | 58,771 | $2.15M | Mar 19, 2026 | Restricted Stock Vesting |
| Hans Helmerich board member | Dec 19, 2025 | 75,000 | $4.34M | Dec 19, 2025 | stock option exercise |
| Sara Marie Momper Officer | Dec 3, 2025 | 6,681 | $201.94K | Dec 3, 2025 | Restricted Stock Vesting |
| Sara Marie Momper Officer | Aug 18, 2025 | 6,700 | $119.46K | Aug 18, 2025 | Restricted Stock Vesting |
| Mark W. Smith Former Officer | Jan 24, 2025 | 6,000 | $211.04K | Jan 24, 2025 | Restricted Stock Vesting |
| Cara M. Hair Officer | Apr 29, 2024 | 9,910 | $398.60K | Apr 29, 2024 | Restricted Stock Vesting |
| Mark W. Smith Officer | Apr 29, 2024 | 16,000 | $647.91K | Apr 29, 2024 | Restricted Stock Vesting |
| Michael Lennox Officer | Mar 1, 2024 | 2,324 | $90.20K | Mar 1, 2024 | Restricted Stock Vesting |
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