Helmerich & Payne, Inc. (HP) — Institutional Holders, Q2 2026 (page 4)
377 institutional investment managers reported a HP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 377. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HP 13F holders ranked 301–377 of 377
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | CARY STREET PARTNERS INVESTMENT ADVISORY#301 · 304 sh | 304 | $10.0K | <0.01% | 0.0% |
| 302 | ARMSTRONG ADVISORY GROUP#302 · 300 sh | 300 | $9.8K | — | 0.0% |
| 303 | Alpine Bank Wealth Management#303 · 299 sh | 299 | $9.8K | — | New |
| 304 | Virginia Estate & Retirement Planning Advisors#304 · 25 sh | 25 | $9.7K | — | New |
| 305 | Bare Financial Services#305 · 284 sh | 284 | $9.3K | <0.01% | +64.2% |
| 306 | Purpose Unlimited#306 · 275 sh | 275 | $9.2K | <0.01% | 0.0% |
| 307 | Covestor Ltd#307 · 275 sh | 275 | $9.0K | <0.01% | +7.4% |
| 308 | Physician Wealth Advisors#308 · 251 sh | 251 | $8.2K | — | +6.4% |
| 309 | Owl Creek Wealth Partners#309 · 245 sh | 245 | $8.0K | — | 0.0% |
| 310 | Strengthening Families & Communities#310 · 237 sh | 237 | $7.8K | — | +0.4% |
| 311 | MV CAPITAL MANAGEMENT#311 · 237 sh | 237 | $7.8K | <0.01% | -0.4% |
| 312 | Basecamp Wealth Advisors#312 · 225 sh | 225 | $7.4K | <0.01% | +122.8% |
| 313 | CVA Family Office#313 · 223 sh | 223 | $7.3K | <0.01% | +22.5% |
| 314 | McMillan Office#314 · 200 sh | 200 | $6.5K | <0.01% | 0.0% |
| 315 | TOMPKINS FINANCIAL#315 · 179 sh | 179 | $5.9K | — | 0.0% |
| 316 | Coston, McIsaac & Partners#316 · 163 sh | 163 | $5.0K | <0.01% | 0.0% |
| 317 | Walleye Capital#317 · 144 sh | 144 | $4.7K | 0.00% | -100.0% |
| 318 | ACTION POINT FINANCIAL PLANNING#318 · 142 sh | 142 | $4.6K | <0.01% | New |
| 319 | JFS WEALTH ADVISORS#319 · 134 sh | 134 | $4.4K | <0.01% | +34.0% |
| 320 | Keating Financial Advisory Services#320 · 127 sh | 127 | $4.2K | <0.01% | -1.6% |
| 321 | Valued Wealth Advisors#321 · 117 sh | 117 | $3.8K | <0.01% | +154.3% |
| 322 | Fortitude Family Office#322 · 101 sh | 101 | $3.3K | — | +2.0% |
| 323 | Union Bankshares#323 · 100 sh | 100 | $3.3K | <0.01% | 0.0% |
| 324 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#324 · 100 sh | 100 | $3.1K | <0.01% | -66.8% |
| 325 | Prestige Wealth Management Group#325 · 92 sh | 92 | $3.0K | <0.01% | 0.0% |
| 326 | RAFFA WEALTH MANAGEMENT#326 · 91 sh | 91 | $3.0K | <0.01% | +85.7% |
| 327 | Rialto Wealth Management#327 · 78 sh | 78 | $2.6K | <0.01% | +5.4% |
| 328 | Kilter Group#328 · 73 sh | 73 | $2.4K | <0.01% | 0.0% |
| 329 | Mitsubishi UFJ Asset Management , Ltd.#329 · 72 sh | 72 | $2.4K | 0.00% | 0.0% |
| 330 | Johnson Financial Group#330 · 70 sh | 70 | $2.3K | <0.01% | 0.0% |
| 331 | MCGUIRE CAPITAL ADVISORS#331 · 66 sh | 66 | $2.2K | <0.01% | 0.0% |
| 332 | FARMERS & MERCHANTS INVESTMENTS#332 · 65 sh | 65 | $2.1K | — | 0.0% |
| 333 | Bruce G. Allen Investments#333 · 65 sh | 65 | $2.1K | <0.01% | 0.0% |
| 334 | Bell Investment Advisors#334 · 61 sh | 61 | $2.0K | <0.01% | 0.0% |
| 335 | Transamerica Financial Advisors#335 · 58 sh | 58 | $1.9K | <0.01% | 0.0% |
| 336 | Steward Partners Investment Advisory#336 · 56 sh | 56 | $1.8K | 0.00% | +1020.0% |
| 337 | ASSETMARK#337 · 51 sh | 51 | $1.7K | — | 0.0% |
| 338 | Cornerstone Planning Group#338 · 44 sh | 44 | $1.6K | — | -49.4% |
| 339 | Creative Capital Management Investments#339 · 46 sh | 46 | $1.5K | <0.01% | New |
| 340 | Quarry#340 · 46 sh | 46 | $1.5K | <0.01% | New |
| 341 | TD Capital Management#341 · 40 sh | 40 | $1.3K | <0.01% | +2.6% |
| 342 | AdvisorNet Financial#342 · 39 sh | 39 | $1.3K | — | 0.0% |
| 343 | Essential Partners#343 · 36 sh | 36 | $1.2K | — | -74.5% |
| 344 | Plante Moran Financial Advisors#344 · 34 sh | 34 | $1.1K | <0.01% | New |
| 345 | COUNTRY BANK#345 · 30 sh | 30 | $982.00 | 0.00% | 0.0% |
| 346 | Cedar Mountain Advisors#346 · 30 sh | 30 | $982.00 | — | 0.0% |
| 347 | Silver Grove Financial Group#347 · 29 sh | 29 | $949.00 | <0.01% | New |
| 348 | Institute for Wealth Management#348 · 28 sh | 28 | $922.00 | <0.01% | New |
| 349 | Hughes Financial Services#349 · 22 sh | 22 | $720.00 | <0.01% | 0.0% |
| 350 | COMPASS FINANCIAL MANAGEMENT#350 · 22 sh | 22 | $720.00 | <0.01% | — |
| 351 | Bay Harbor Wealth Management#351 · 21 sh | 21 | $688.00 | <0.01% | +61.5% |
| 352 | SJS Investment Consulting#352 · 21 sh | 21 | $688.00 | — | 0.0% |
| 353 | Torren Management#353 · 20 sh | 20 | $639.00 | <0.01% | +5.3% |
| 354 | DiNuzzo Private Wealth#354 · 19 sh | 19 | $623.00 | — | +11.8% |
| 355 | Activest Wealth Management#355 · 19 sh | 19 | $622.00 | — | +1800.0% |
| 356 | Inspire Investing#356 · 17 sh | 17 | $554.00 | — | -64.6% |
| 357 | Ankerstar Wealth#357 · 16 sh | 16 | $524.00 | <0.01% | 0.0% |
| 358 | Investors Portfolio Services#358 · 16 sh | 16 | $524.00 | <0.01% | 0.0% |
| 359 | HFM Investment Advisors#359 · 15 sh | 15 | $492.00 | <0.01% | +87.5% |
| 360 | Clearstead Advisors#360 · 15 sh | 15 | $492.00 | 0.00% | New |
| 361 | HARBOUR INVESTMENTS#361 · 15 sh | 15 | $491.00 | 0.00% | 0.0% |
| 362 | Bear Mountain Capital#362 · 14 sh | 14 | $472.00 | <0.01% | 0.0% |
| 363 | TOUNJIAN ADVISORY PARTNERS#363 · 13 sh | 13 | $429.00 | <0.01% | New |
| 364 | GILPIN WEALTH MANAGEMENT#364 · 13 sh | 13 | $426.00 | — | 0.0% |
| 365 | LRI Investments#365 · 12 sh | 12 | $393.00 | 0.00% | New |
| 366 | Godfrey Financial Associates#366 · 9 sh | 9 | $295.00 | <0.01% | 0.0% |
| 367 | Abound Wealth Management#367 · 6 sh | 6 | $197.00 | — | 0.0% |
| 368 | Davis Capital Management#368 · 5 sh | 5 | $164.00 | — | New |
| 369 | DecisionPoint Financial#369 · 4 sh | 4 | $124.00 | — | New |
| 370 | MARYLAND CAPITAL ADVISORS#370 · 2 sh | 2 | $66.00 | — | — |
| 371 | Dunhill Financial#371 · 1 sh | 1 | $45.00 | 0.00% | 0.0% |
| 372 | Capital Advisors, Ltd.#372 · 1 sh | 1 | $0.00 | 0.00% | 0.0% |
| 373 | Avion Wealth#373 · 25 sh | 25 | $0.00 | 0.00% | 0.0% |
| 374 | Evolution Advisers#374 · 14 sh | 14 | $0.00 | 0.00% | New |
| 375 | Erste Asset Management GmbH#375 · 0 sh | 0 | $0.00 | 0.00% | New |
| 376 | Navigoe#376 · 6 sh | 6 | $0.00 | 0.00% | New |
| 377 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#377 · 113,704 sh | 113,704 | — | — | -2.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.