Helmerich & Payne, Inc.: which funds bought and sold
Institutions that bought and sold Helmerich & Payne shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 163 institutions that filed 13F reports for both quarters added to or opened positions in Helmerich & Payne, and 174 cut or closed them. Together they sold a net 1.1M shares, −1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 50K shares (+0.3%); index fund managers were net buyers of 1.1M shares (+3.0%). 42 opened a new position and 48 sold out entirely.
Bought, Q2 2026 163 institutions, 42 of them new holders Sold, Q2 2026 174 institutions, 48 of them sold out
Net change, all compared −1.1M shares (−1.0%)
Net change, active managers +50K shares (+0.3%), 20 bought, 29 sold
Buyers versus sellers
163 bought 71 174 sold
Active managers and hedge funds 20 bought · 29 sold · +50K
Index fund managers 8 bought · 3 sold · +1.1M
Other institutions 135 bought · 142 sold · −2.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | +1.0M +217.4% | 1.5M | $50M |
| Healthcare Of Ontario Pension Plan Trust Fund | +721K +260.3% | 998K | $32.7M |
| Victory Capital Management Inc Active manager | +566K +35.0% | 2.2M | $71.5M |
| Invesco Ltd. | +500K +15.4% | 3.7M | $123M |
| Balyasny Asset Management L.P. Hedge fund | +438K New position | 438K | $14.4M |
| Geode Capital Management, LLC Index funds | +420K +17.3% | 2.9M | $93.4M |
| Blackrock, Inc. Index funds | +406K +2.7% | 15.7M | $513M |
| Bridgewater Associates, LP Hedge fund | +404K +584.8% | 473K | $15.5M |
| Readystate Asset Management LP | +284K New position | 284K | $9.3M |
| BNP Paribas Financial Markets | +239K +20.3% | 1.4M | $46.3M |
| Jpmorgan Chase & Co | +171K +65.3% | 434K | $14.6M |
| Dimensional Fund Advisors LP | +171K +3.0% | 5.9M | $193M |
| Longaeva Partners L.P. | +165K New position | 165K | $5.4M |
| HSBC Holdings PLC | +162K +289.2% | 218K | $7.2M |
| American Century Companies Inc Active manager | +142K +3.8% | 3.8M | $126M |
| State Street Corp Index funds | +133K +3.0% | 4.5M | $148M |
| Energy Income Partners, LLC | +130K New position | 130K | $4.3M |
| Millennium Management LLC Hedge fund | +120K +87.6% | 256K | $8.4M |
| LMR Partners LLP Hedge fund | +109K New position | 109K | $3.6M |
| CIBC World Market Inc. | +108K New position | 108K | $3.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | +1.0M +217.4% | 1.5M | $50M |
| Victory Capital Management Inc Active manager | +566K +35.0% | 2.2M | $71.5M |
| Balyasny Asset Management L.P. Hedge fund | +438K New position | 438K | $14.4M |
| Bridgewater Associates, LP Hedge fund | +404K +584.8% | 473K | $15.5M |
| American Century Companies Inc Active manager | +142K +3.8% | 3.8M | $126M |
| Millennium Management LLC Hedge fund | +120K +87.6% | 256K | $8.4M |
| LMR Partners LLP Hedge fund | +109K New position | 109K | $3.6M |
| Franklin Resources Inc Active manager | +51K +13.7% | 420K | $13.7M |
| Scopus Asset Management, L.P. Hedge fund | +35K New position | 35K | $1.1M |
| Jain Global LLC Hedge fund | +25K New position | 25K | $805,568 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Goldman Sachs Group Inc | −1.3M −48.9% | 1.3M | $43.9M |
| Citadel Advisors LLC Hedge fund | −758K −28.5% | 1.9M | $62.2M |
| Walleye Capital LLC Hedge fund | −720K −100.0% | 144 | $4,715 |
| Van Eck Associates Corp | −625K −25.8% | 1.8M | $58.9M |
| UBS Group AG | −575K −43.6% | 743K | $24.3M |
| Bank Of America Corp | −351K −21.0% | 1.3M | $43.4M |
| Nomura Asset Management International Inc. | −329K −84.0% | 63K | $2.1M |
| Nfj Investment Group, LLC | −323K Sold out | 0 | — |
| Fisher Asset Management, LLC Active manager | −274K −14.8% | 1.6M | $51.9M |
| Renaissance Technologies LLC Hedge fund | −242K −63.5% | 139K | $4.6M |
| Ameriprise Financial Inc | −223K −21.3% | 825K | $27M |
| Fulcrum Asset Management LLP | −218K −80.0% | 54K | $1.8M |
| Public Sector Pension Investment Board | −213K −32.1% | 451K | $14.8M |
| Qube Research & Technologies Ltd Hedge fund | −205K −83.5% | 41K | $1.3M |
| Aventail Capital Group, LP | −188K Sold out | 0 | — |
| Dean Investment Associates, LLC | −141K −81.6% | 32K | $1M |
| Two Sigma Investments, LP Hedge fund | −126K −82.7% | 26K | $861,029 |
| Morgan Stanley | −111K −4.2% | 2.5M | $83.5M |
| Susquehanna Portfolio Strategies, LLC | −98K −34.7% | 185K | $6.1M |
| Canoe Financial LP | −98K −10.7% | 821K | $26.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −758K −28.5% | 1.9M | $62.2M |
| Walleye Capital LLC Hedge fund | −720K −100.0% | 144 | $4,715 |
| Fisher Asset Management, LLC Active manager | −274K −14.8% | 1.6M | $51.9M |
| Renaissance Technologies LLC Hedge fund | −242K −63.5% | 139K | $4.6M |
| Qube Research & Technologies Ltd Hedge fund | −205K −83.5% | 41K | $1.3M |
| Two Sigma Investments, LP Hedge fund | −126K −82.7% | 26K | $861,029 |
| Earnest Partners LLC Active manager | −90K −3.2% | 2.7M | $90M |
| Man Group PLC Hedge fund | −81K −61.7% | 50K | $1.7M |
| Voloridge Investment Management, LLC Hedge fund | −74K Sold out | 0 | — |
| FMR LLC Active manager | −73K −17.3% | 350K | $11.5M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Balyasny Asset Management L.P.Hedge fund | 438K | $14.4M |
| Readystate Asset Management LP | 284K | $9.3M |
| Longaeva Partners L.P. | 165K | $5.4M |
| Energy Income Partners, LLC | 130K | $4.3M |
| LMR Partners LLPHedge fund | 109K | $3.6M |
| CIBC World Market Inc. | 108K | $3.5M |
| Hite Hedge Asset Management LLC | 100K | $3.3M |
| SG Capital Management LLC | 64K | $2.1M |
| Hussman Strategic Advisors, Inc. | 42K | $1.4M |
| Scopus Asset Management, L.P.Hedge fund | 35K | $1.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Nfj Investment Group, LLC | 323K | $11.7M |
| Aventail Capital Group, LP | 188K | $6.8M |
| Voloridge Investment Management, LLCHedge fund | 74K | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 70K | $2.5M |
| Edgestream Partners, L.P.Hedge fund | 63K | $2.3M |
| Calamos Advisors LLCActive manager | 54K | $1.9M |
| Numerai Gp LLC | 42K | $1.5M |
| Xtx Topco Ltd | 32K | $1.2M |
| Campbell & Co Investment Adviser LLC | 31K | $1.1M |
| Hennessy Advisors Inc | 27K | $980,016 |
Who holds the shares
- Institutions reporting
- 368
- Ten largest holders
- 56.2% of 13F-reported shares
- Index fund managers
- 36.2% of 13F-reported shares
- Active managers and hedge funds
- 17.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 20 | 29 | 5 | 11 | +50K | +0.3% |
| Index fund managers | 8 | 3 | 0 | 0 | +1.1M | +3.0% |
| Other institutions | 135 | 142 | 37 | 37 | −2.2M | −4.5% |