Filing Research | HP - HELMERICH & PAYNE INC Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	821.2KSH	$26.9M
2	Gibraltar Capital Management, Inc.	Shares	270.2KSH	$8.8M
3	GRACE & WHITE INC /NY	Shares	94.8KSH	$3.1M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	90.9KSH	$3.0M
5	LMCG INVESTMENTS, LLC	Shares	63.0KSH	$2.1M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	52.2KSH	$1.7M
7	Louisiana State Employees Retirement System	Shares	43.8KSH	$1.4M
8	BWM Planning, LLC	Shares	35.2KSH	$1.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	29.0KSH	$950.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	28.8KSH	$942.8K
11	MOODY NATIONAL BANK TRUST DIVISION	Shares	26.0KSH	$852.6K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.7KSH	$775.8K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	23.5KSH	$768.8K
14	TCFG Investment Advisors, LLC	Shares	23.2KSH	$758.0K
15	BENJAMIN EDWARDS INC	Shares	22.9KSH	$749.4K
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.1KSH	$625.8K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6KSH	$553.1K
18	AFFINITY WEALTH MANAGEMENT LLC	Shares	12.6KSH	$413.9K
19	Olistico Wealth, LLC	Shares	11.0KSH	$360.1K
20	Farther Finance Advisors, LLC	Shares	10.5KSH	$342.4K
21	Grant Private Wealth Management Inc	Shares	9.9KSH	$324.9K
22	CAPITAL ADVISORS INC/OK	Shares	9.7KSH	$315.9K
23	Yorktown Management & Research Co Inc	Shares	7.8KSH	$255.4K
24	Crossmark Global Holdings, Inc.	Shares	6.8KSH	$223.2K
25	GAMMA Investing LLC	Shares	5.2KSH	$171.0K
26	SIGNATUREFD, LLC	Shares	3.6KSH	$119.0K
27	SBI Securities Co., Ltd.	Shares	3.2KSH	$103.3K
28	EASTERN BANK	Shares	2.0KSH	$66.0K
29	Versant Capital Management, Inc	Shares	1.5KSH	$50.7K
30	MassMutual Private Wealth & Trust, FSB	Shares	1.5KSH	$48.9K
31	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$48.5K
32	Blue Trust, Inc.	Shares	1.4KSH	$46.4K
33	IFP Advisors, Inc	Shares	595SH	$19.5K
34	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	500SH	$16.4K
35	GHP Investment Advisors, Inc.	Shares	456SH	$14.9K
36	Kentucky Trust Co	Shares	365SH	$11.9K
37	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	304SH	$10.0K
38	ARMSTRONG ADVISORY GROUP, INC	Shares	300SH	$9.8K
39	Physician Wealth Advisors, Inc.	Shares	251SH	$8.2K
40	Owl Creek Wealth Partners LLC	Shares	245SH	$8.0K
41	TOMPKINS FINANCIAL CORP	Shares	179SH	$5.9K
42	JFS WEALTH ADVISORS, LLC	Shares	134SH	$4.4K
43	Valued Wealth Advisors LLC	Shares	117SH	$3.8K
44	Fortitude Family Office, LLC	Shares	101SH	$3.3K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	98.7KSH	$3.2K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$3.1K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	65SH	$2.1K
48	Creative Capital Management Investments LLC	Shares	46SH	$1.5K
49	AdvisorNet Financial, Inc	Shares	39SH	$1.3K
50	State of Alaska, Department of Revenue	Shares	32.9KSH	$1.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	AFFINITY WEALTH MANAGEMENT LLC new	Shares	+12.6K	+$413.9K	$413.9K
2	Yorktown Management & Research Co Inc new	Shares	+7.8K	+$255.4K	$255.4K
3	TCFG Investment Advisors, LLC added	Shares	+7.1K	+$179.8K	$758.0K
4	Grant Private Wealth Management Inc added	Shares	+2.8K	+$68.8K	$324.9K
5	EverSource Wealth Advisors, LLC added	Shares	+206	+$2.6K	$48.5K
6	Valued Wealth Advisors LLC added	Shares	+71	+$2.2K	$3.8K
7	Creative Capital Management Investments LLC new	Shares	+46	+$1.5K	$1.5K
8	JFS WEALTH ADVISORS, LLC added	Shares	+34	+$785	$4.4K
9	Activest Wealth Management added	Shares	+18	+$586	$622
10	LRI Investments, LLC new	Shares	+12	+$393	$393
11	Davis Capital Management new	Shares	+5	+$164	$164
12	DiNuzzo Private Wealth, Inc. added	Shares	+2	+$10	$623
13	Bear Mountain Capital, Inc. unchanged	Shares	0	+$1	$472
14	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
15	Abound Wealth Management unchanged	Shares	0	-$20	$197
16	PARK AVENUE SECURITIES LLC trimmed	Shares	-412	-$39	$237
17	Fruth Investment Management unchanged	Shares	0	-$42	$419
18	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$43	$426
19	Torren Management, LLC added	Shares	+1	-$59	$639
20	SJS Investment Consulting Inc. unchanged	Shares	0	-$69	$688
21	Hughes Financial Services, LLC unchanged	Shares	0	-$73	$720
22	COUNTRY TRUST BANK unchanged	Shares	0	-$99	$982
23	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$99	$982
24	AdvisorNet Financial, Inc unchanged	Shares	0	-$128	$1.3K
25	Vermillion Wealth Management, Inc. exited	Shares	-4	-$144	$0
26	AMALGAMATED BANK trimmed	Shares	-1.8K	-$154	$878
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.2K	-$209	$3.2K
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$214	$2.1K
29	Fortitude Family Office, LLC added	Shares	+2	-$260	$3.3K
30	Physician Wealth Advisors, Inc. added	Shares	+15	-$286	$8.2K
31	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$589	$5.9K
32	State of Alaska, Department of Revenue trimmed	Shares	-16.4K	-$698	$1.1K
33	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$806	$8.0K
34	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$987	$9.8K
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC unchanged	Shares	0	-$1.0K	$10.0K
36	Kentucky Trust Co unchanged	Shares	0	-$1.2K	$11.9K
37	GHP Investment Advisors, Inc. unchanged	Shares	0	-$1.5K	$14.9K
38	Spire Wealth Management exited	Shares	-50	-$1.8K	$0
39	Key FInancial Inc exited	Shares	-64	-$2.3K	$0
40	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$4.0K	$16.4K
41	MassMutual Private Wealth & Trust, FSB added	Shares	+9	-$4.6K	$48.9K
42	Blue Trust, Inc. unchanged	Shares	0	-$4.7K	$46.4K
43	Versant Capital Management, Inc unchanged	Shares	0	-$5.1K	$50.7K
44	EASTERN BANK unchanged	Shares	0	-$6.6K	$66.0K
45	High Note Wealth, LLC exited	Shares	-186	-$6.7K	$0
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-201	-$7.3K	$3.1K
47	GAMMA Investing LLC added	Shares	+227	-$9.0K	$171.0K
48	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	-$9.4K	$950.9K
49	IFP Advisors, Inc trimmed	Shares	-310	-$13.1K	$19.5K
50	SBI Securities Co., Ltd. trimmed	Shares	-98	-$13.9K	$103.3K

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