BA
HP icon

Bridgewater Associates’s Helmerich & Payne HP Stock Holding History

Bridgewater Associates’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
472,990
+403,918
+585% +$15.1M 0.06% 255
2026
Q1 		$2.49M Buy
+69,072
New +$2.36M 0.01% 605
2025
Q4 		– Sell
-11,054
Closed -$244K – 1115
2025
Q3 		$244K Buy
+11,054
New +$204K ﹤0.01% 988
2025
Q2 		– Sell
-125,341
Closed -$3.27M – 647
2025
Q1 		$3.27M Sell
125,341
-41,302
-25% -$1.2M 0.02% 408
2024
Q4 		$5.34M Buy
166,643
+75,546
+83% +$2.56M 0.02% 340
2024
Q3 		$2.77M Buy
+91,097
New +$3.15M 0.02% 465
2023
Q3 		– Sell
-17,817
Closed -$632K – 775
2023
Q2 		$632K Buy
+17,817
New +$608K ﹤0.01% 631
2019
Q3 		– Sell
-117,530
Closed -$5.95M – 356
2019
Q2 		$5.95M Sell
117,530
-19,431
-14% -$1.07M 0.05% 140
2019
Q1 		$7.61M Buy
+136,961
New +$7.46M 0.05% 103
2014
Q4 		– Sell
-20,400
Closed -$2M – 377
2014
Q3 		$2M Buy
20,400
+3,717
+22% +$395K 0.02% 169
2014
Q2 		$1.94M Sell
16,683
-33,900
-67% -$3.71M 0.01% 183
2014
Q1 		$5.44M Sell
50,583
-29,900
-37% -$2.78M 0.04% 91
2013
Q4 		$6.77M Buy
80,483
+69,799
+653% +$5.43M 0.05% 75
2013
Q3 		$737K Buy
+10,684
New +$705K 0.01% 232

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bridgewater Associates's HP Position: Q2 2026 in Review

Bridgewater Associates increased its Helmerich & Payne (HP) stake by 585% in Q2 2026, buying an estimated $15.1M and bringing the position to 472,990 shares worth $15.5M. The position accounts for 0.06% of the portfolio, ranked #255.

Bridgewater Associates first reported a position in HP in Q3 2013 and has held it in 14 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Bridgewater Associates held 472,990 shares of Helmerich & Payne worth $15.5M as of Q2 2026.
  • Bridgewater Associates bought 403,918 Helmerich & Payne shares in Q2 2026, an estimated $15.1M.
  • Helmerich & Payne made up 0.06% of Bridgewater Associates's portfolio in Q2 2026, its #255 holding.
  • Bridgewater Associates first reported a position in Helmerich & Payne in Q3 2013 and has held it in 14 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.