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Helmerich & Payne, Inc.

HP Energy
$35.65 +$1.8 (5.32%)
Market Cap: $3.56 B
Gurus Holding
7
Popularity Rank
#932
% of Shares Held
3.87%
Net Activity (Q4 2025)
-$10.66 M

Guru Ownership Trend

Guru Analysis for Helmerich & Payne, Inc. (HP)

Helmerich & Payne, Inc. (HP), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $137.59 M.

Top institutional holders include Ken Fisher and Prem Watsa.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.66 M net outflow during the quarter.

Recent activity highlights Tweedy Browne who increased their stake by 16.4%. Conversely, Cliff Asness reduced exposure by 21.4%.

Key Holders

Top 5 by Value

$49.65 M
$33.66 M
$7.23 M
$3.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$998,207.5
Total Buy Value
New Buys 0
Additions 3
-$11.66 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Helmerich & Payne, Inc. (HP)

Major holders include Ken Fisher ($49.65 M), Prem Watsa ($33.66 M), Renaissance Technologies ($13.51 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.86 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.66 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited HP. The total reported sell value was $11.66 M.

Yes, 0 managers opened new positions in HP, and 3 increased their existing holdings. The total reported buy value was $998,207.5.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 1.5% 1,731,208 $49.65 M Q4 2025
1.62% 1,174,105 $33.66 M Q4 2025
0.02% Reduce -3.5% 471,100 $13.51 M Q4 2025
0.02% Add 2.2% 252,200 $7.23 M Q4 2025
0.00% Reduce -21.4% 126,088 $3.62 M Q4 2025
0.19% Reduce -15.5% 74,000 $2.12 M Q4 2025
0.07% Add 16.4% 30,709 $880,734 Q4 2025
Date
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Transaction
Value
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