Also trades as: 0J4G.L (LSE) · $vol 0M
HP Institutional Ownership
Helmerich & Payne, Inc.
1W: +4.0%
1M: +6.0%
3M: +18.6%
YTD: +33.6%
1Y: +56.2%
3Y: +3.9%
5Y: +36.4%
$39.70
-0.11 (-0.28%)
Weekly Expected Move ±5.1%
$35
$37
$39
$41
$43
Credit Risk of going bust: higher than 55% of companies Debt: 31.9% of company value Bonds: $112.3M held by 142 funds, 80 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.47 (down 96%), Helmerich & Payne, Inc. would be worth roughly what it owes.
Total debt $1.86B against a stock market value of $3.97B.
Distance to default 4.68 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $934.5M (short-term plus half of long-term), stock volatility 42.8%; Altman Z'' 2.89. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.47 (down 96%), Helmerich & Payne, Inc. would be worth roughly what it owes.
Total debt $1.86B against a stock market value of $3.97B.
Distance to default 4.68 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $934.5M (short-term plus half of long-term), stock volatility 42.8%; Altman Z'' 2.89. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HP
422
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
53
New Positions
121
Increased
176
Reduced
49
Closed
1.14
Put/Call Ratio
Ownership Trends
Top Institutional Holders (462 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15,679,163 | $622M | +406,065 | +2.7% | 8Q | SEC ↗ |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 7,841,430 | $311M | — | +0.0% | 26Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,176,754 | $245M | +94,268 | +1.5% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5,907,212 | $235M | +171,447 | +3.0% | 102Q | SEC ↗ |
| 5 | STATE STREET CORP | 4,522,913 | $180M | +132,754 | +3.0% | 46Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4,166,781 | $165M | +13,002 | +0.3% | 2Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 3,847,788 | $153M | +142,345 | +3.8% | 15Q | SEC ↗ |
| 8 | Invesco Ltd. | 3,749,623 | $149M | +499,533 | +15.4% | 87Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2,852,442 | $113M | +419,661 | +17.3% | 92Q | SEC ↗ |
| 10 | EARNEST PARTNERS LLC | 2,749,682 | $109M | -89,954 | -3.2% | 35Q | SEC ↗ |
| 11 | MORGAN STANLEY | 2,549,076 | $101M | -111,434 | -4.2% | 60Q | SEC ↗ |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 2,183,854 | $87M | +566,452 | +35.0% | 45Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 1,900,404 | $75M | -758,205 | -28.5% | 5Q | SEC ↗ |
| 14 | VAN ECK ASSOCIATES CORP | 1,798,141 | $71M | -624,645 | -25.8% | 15Q | SEC ↗ |
| 15 | Fisher Asset Management, LLC | 1,584,368 | $63M | -274,139 | -14.8% | 110Q | SEC ↗ |
| 16 | Alyeska Investment Group, L.P. | 1,526,707 | $61M | +1,045,727 | +217.4% | 4Q | SEC ↗ |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 1,413,448 | $56M | +238,616 | +20.3% | 56Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 1,349,754 | $54M | +61,197 | +4.7% | 110Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 1,340,382 | $53M | -1,282,177 | -48.9% | 15Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 1,324,683 | $53M | -351,486 | -21.0% | 15Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,292,240 | $51M | -30,597 | -2.3% | 15Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 1,292,240 | $51M | — | +0.0% | 1Q | SEC ↗ |
| 23 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 1,174,105 | $47M | — | +0.0% | 46Q | SEC ↗ |
| 24 | Allianz Asset Management GmbH | 1,062,600 | $42M | -20,350 | -1.9% | 20Q | SEC ↗ |
| 25 | BARCLAYS PLC | 1,043,136 | $41M | +48,190 | +4.8% | 67Q | SEC ↗ |
| 26 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 998,372 | $40M | +721,309 | +260.3% | 2Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 934,818 | $37M | +4,947 | +0.5% | 76Q | SEC ↗ |
| 28 | SPROTT INC. | 843,458 | $33M | -13,950 | -1.6% | 46Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 824,876 | $33M | -223,224 | -21.3% | 16Q | SEC ↗ |
| 30 | Canoe Financial LP | 821,162 | $33M | -98,338 | -10.7% | 2Q | SEC ↗ |
| 31 | UBS Group AG | 743,132 | $30M | -575,377 | -43.6% | 47Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 671,764 | $27M | +36,270 | +5.7% | 2Q | SEC ↗ |
| 33 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 619,420 | $25M | +28,929 | +4.9% | 39Q | SEC ↗ |
| 34 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 615,775 | $24M | -18,989 | -3.0% | 5Q | SEC ↗ |
| 35 | Mariner, LLC | 518,106 | $21M | -7,390 | -1.4% | 54Q | SEC ↗ |
| 36 | SEGALL BRYANT & HAMILL, LLC | 500,361 | $20M | -22,332 | -4.3% | 28Q | SEC ↗ |
| 37 | PRINCIPAL FINANCIAL GROUP INC | 484,668 | $19M | -565 | -0.1% | 83Q | SEC ↗ |
| 38 | Bridgewater Associates, LP | 472,990 | $19M | +403,918 | +584.8% | 2Q | SEC ↗ |
| 39 | Public Sector Pension Investment Board | 451,191 | $18M | -213,401 | -32.1% | 66Q | SEC ↗ |
| 40 | Empowered Funds, LLC | 448,947 | $18M | -25,805 | -5.4% | 7Q | SEC ↗ |
| 41 | Balyasny Asset Management L.P. NEW | 438,367 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 434,242 | $17M | +171,497 | +65.3% | 89Q | SEC ↗ |
| 43 | MetLife Investment Management, LLC | 426,602 | $17M | +4,770 | +1.1% | 22Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 419,779 | $17M | +50,536 | +13.7% | 22Q | SEC ↗ |
| 45 | FMR LLC | 349,994 | $14M | -73,407 | -17.3% | 110Q | SEC ↗ |
| 46 | KORNITZER CAPITAL MANAGEMENT INC /KS | 323,297 | $13M | -8,144 | -2.5% | 53Q | SEC ↗ |
| 47 | READYSTATE ASSET MANAGEMENT LP NEW | 284,389 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 283,254 | $11M | -1,912 | -0.7% | 31Q | SEC ↗ |
| 49 | Gibraltar Capital Management, Inc. | 270,240 | $11M | -1,830 | -0.7% | 5Q | SEC ↗ |
| 50 | NORGES BANK NEW | 257,156 | $10M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,292,240 | $51M |
| Balyasny Asset Management L.P. | 438,367 | $17M |
| READYSTATE ASSET MANAGEMENT LP | 284,389 | $11M |
| NORGES BANK | 257,156 | $10M |
| Longaeva Partners L.P. | 165,033 | $7M |
| Energy Income Partners, LLC | 130,346 | $5M |
| LMR Partners LLP | 108,534 | $4M |
| CIBC WORLD MARKET INC. | 107,575 | $4M |
| HITE Hedge Asset Management LLC | 100,000 | $4M |
| SG Capital Management LLC | 64,094 | $3M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42,000 | $2M |
| Jupiter Topco LLC | 41,883 | $2M |
| SCOPUS ASSET MANAGEMENT, L.P. | 35,000 | $1M |
| BI Asset Management Fondsmaeglersel | 32,393 | $1M |
| State of New Jersey Common Pension | 28,594 | $1M |
| Jain Global LLC | 24,605 | $977K |
| Dockside LLC | 22,582 | $897K |
| PEAK6 LLC | 20,504 | $814K |
| Massar Capital Management, LP | 17,897 | $711K |
| New Age Alpha Advisors, LLC | 16,903 | $671K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Encompass Capital Advisors LLC | 2,081,644 | $83M |
| DEPRINCE RACE & ZOLLO INC | 806,151 | $32M |
| ExodusPoint Capital Management, LP | 367,000 | $15M |
| LSV ASSET MANAGEMENT | 344,280 | $14M |
| NFJ INVESTMENT GROUP, LLC | 323,415 | $13M |
| Corigliano Investment Advisers, LLC | 298,905 | $12M |
| Grantham, Mayo, Van Otterloo & Co. | 252,200 | $10M |
| Aventail Capital Group, LP | 187,768 | $7M |
| Trexquant Investment LP | 184,331 | $7M |
| Lighthouse Investment Partners, LLC | 125,000 | $5M |
| Freestone Grove Partners LP | 99,796 | $4M |
| CLOUGH CAPITAL PARTNERS L P | 77,742 | $3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 74,483 | $3M |
| Y-Intercept (Hong Kong) Ltd | 70,259 | $3M |
| Edgestream Partners, L.P. | 62,624 | $2M |
| VARCOV Co. | 60,640 | $2M |
| Calamos Advisors LLC | 53,800 | $2M |
| Dynamic Technology Lab Private Ltd | 53,067 | $2M |
| CenterBook Partners LP | 50,201 | $2M |
| Private Advisory Group LLC | 49,057 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Alyeska Investment Group, L.P. | +1,045,727 | +217.4% | 1,526,707 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +721,309 | +260.3% | 998,372 |
| VICTORY CAPITAL MANAGEMENT INC | +566,452 | +35.0% | 2,183,854 |
| Invesco Ltd. | +499,533 | +15.4% | 3,749,623 |
| GEODE CAPITAL MANAGEMENT, LLC | +419,661 | +17.3% | 2,852,442 |
| BlackRock, Inc. | +406,065 | +2.7% | 15,679,163 |
| Bridgewater Associates, LP | +403,918 | +584.8% | 472,990 |
| BNP PARIBAS FINANCIAL MARKETS | +238,616 | +20.3% | 1,413,448 |
| JPMORGAN CHASE & CO | +171,497 | +65.3% | 434,242 |
| DIMENSIONAL FUND ADVISORS LP | +171,447 | +3.0% | 5,907,212 |
| HSBC HOLDINGS PLC | +161,920 | +289.2% | 217,907 |
| AMERICAN CENTURY COMPANIES INC | +142,345 | +3.8% | 3,847,788 |
| STATE STREET CORP | +132,754 | +3.0% | 4,522,913 |
| MILLENNIUM MANAGEMENT LLC | +119,725 | +87.6% | 256,409 |
| DEUTSCHE BANK AG | +95,725 | +110.5% | 182,346 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +94,268 | +1.5% | 6,176,754 |
| SEI INVESTMENTS CO | +67,692 | +102.2% | 133,947 |
| NORTHERN TRUST CORP | +61,197 | +4.7% | 1,349,754 |
| FRANKLIN RESOURCES INC | +50,536 | +13.7% | 419,779 |
| BARCLAYS PLC | +48,190 | +4.8% | 1,043,136 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -1,282,177 | -48.9% | 1,340,382 |
| CITADEL ADVISORS LLC | -758,205 | -28.5% | 1,900,404 |
| Walleye Capital LLC | -720,290 | -100.0% | 144 |
| VAN ECK ASSOCIATES CORP | -624,645 | -25.8% | 1,798,141 |
| UBS Group AG | -575,377 | -43.6% | 743,132 |
| BANK OF AMERICA CORP /DE | -351,486 | -21.0% | 1,324,683 |
| NOMURA ASSET MANAGEMENT INTERNATION | -328,581 | -84.0% | 62,805 |
| Fisher Asset Management, LLC | -274,139 | -14.8% | 1,584,368 |
| RENAISSANCE TECHNOLOGIES LLC | -241,900 | -63.5% | 139,200 |
| AMERIPRISE FINANCIAL INC | -223,224 | -21.3% | 824,876 |
| Fulcrum Asset Management LLP | -218,100 | -80.0% | 54,380 |
| Public Sector Pension Investment Bo | -213,401 | -32.1% | 451,191 |
| Qube Research & Technologies Ltd | -205,409 | -83.5% | 40,701 |
| DEAN INVESTMENT ASSOCIATES, LLC | -140,903 | -81.6% | 31,751 |
| TWO SIGMA INVESTMENTS, LP | -125,777 | -82.7% | 26,299 |
| MORGAN STANLEY | -111,434 | -4.2% | 2,549,076 |
| Susquehanna Portfolio Strategies, L | -98,344 | -34.7% | 185,417 |
| Canoe Financial LP | -98,338 | -10.7% | 821,162 |
| Dean Capital Management | -97,895 | -81.0% | 23,018 |
| EARNEST PARTNERS LLC | -89,954 | -3.2% | 2,749,682 |