STOCK TITAN

[SCHEDULE 13G/A] Helmerich & Payne, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Dimensional Fund Advisors LP reports beneficial ownership of 4,970,330 shares of Helmerich & Payne Inc common stock, representing 5.0% of the outstanding class. Dimensional discloses sole voting power over 4,832,607 shares and sole dispositive power over 4,970,330 shares but states all reported shares are owned by affiliated funds and disclaims beneficial ownership. The filing clarifies these holdings arise from Dimensionals role as an investment adviser and that no group affiliation or parent-subsidiary acquisition was reported. The certification affirms the securities are held in the ordinary course of business and not to change control of the issuer.

Dimensional Fund Advisors LP riporta la titolarità beneficia 4.970.330 azioni ordinarie di Helmerich & Payne Inc, che rappresentano 5,0% delle azioni in circolazione della classe. Dimensional indica potere di voto esclusivo su 4.832.607 azioni e potere di disposizione esclusivo su 4.970.330 azioni ma afferma che tutte le azioni riportate sono detenute da fondi affiliati e nega la titolarità beneficiaria. Il verbale chiarisce che tali partecipazioni derivano dal ruolo di Dimensional come consulente di investimento e che non è stata riportata alcuna affiliazione di gruppo o acquisizione tra capogruppo e sussidiaria. La certificazione afferma che i titoli sono detenuti nel normale corso dell'attività e non per modificare il controllo dell'emittente.

Dimensional Fund Advisors LP informa la titularidad beneficiosa de 4.970.330 acciones ordinarias de Helmerich & Payne Inc, que representan 5,0% del conjunto en circulación. Dimensional revela poder de voto exclusivo sobre 4.832.607 acciones y poder dispositivivo exclusivo sobre 4.970.330 acciones, pero afirma que todas las acciones reportadas son propiedad de fondos afiliados y niega la titularidad beneficiosa. El documento aclara que estas participaciones provienen del papel de Dimensional como asesor de inversiones y que no se reportó afiliación de grupo ni adquisición entre matriz y filial. La certificación afirma que los valores se mantienen en el curso normal de los negocios y no con el fin de cambiar el control del emisor.

Dimensional Fund Advisors LP가 Helmerich & Payne Inc 일반주 4,970,330주에 대한 실질적 소유권을 보고하며, 이는 발행 주식의 5.0%에 해당합니다. Dimensional은 단독 의결권4,832,607주에 대해, 단독 처분권4,970,330주에 대해 보유하지만, 보고된 모든 주식은 계열 펀드가 소유한 것으로 명시하고 실질적 소유권을 부인합니다. 이 서류는 이러한 보유가 Dimensional의 투자 자문사로서의 역할에서 비롯되며 그룹 제휴나 모회사-자회사 간의 인수는 보고되지 않았다고 밝힙니다. 이 인증서는 증권이 정상적인 업무 과정에서 보유되며 발행자의 지배를 바꾸려는 것이 아님을 확인합니다.

Dimensional Fund Advisors LP déclare la propriété bénéficiaire de 4 970 330 actions ordinaires de Helmerich & Payne Inc, représentant 5,0% des actions en circulation de la classe. Dimensional indique un pouvoir de vote exclusif sur 4 832 607 actions et un pouvoir de disposition exclusif sur 4 970 330 actions mais précise que toutes les actions déclarées sont détenues par des fonds affiliés et déclare ne pas posséder les actions. Le dépôt précise que ces participations résultent du rôle de Dimensional en tant que conseiller en investissement et qu’aucune affiliation de groupe ou acquisition entre la société mère et la filiale n’a été déclarée. La certification affirme que les titres sont détenus dans le cadre normal des activités et non dans le but de changer le contrôle de l’émetteur.

Dimensional Fund Advisors LP meldet einen wirtschaftlichen Eigentum an 4.970.330 Aktien von Helmerich & Payne Inc., was 5,0% der ausstehenden Stammaktien entspricht. Dimensional gibt alleiniges Stimmrecht über 4.832.607 Aktien und alleiniges dispositives Recht über 4.970.330 Aktien an, erklärt jedoch, dass alle gemeldeten Anteile von verbundenen Fonds gehalten werden und bestreitet das wirtschaftliche Eigentum. Die Einreichung klärt, dass diese Beteiligungen aus Dimensionals Rolle als Investment-Berater resultieren und dass keine Gruppenverbindung oder Mutter-Tochter-Übernahme gemeldet wurde. Die Bestätigung versichert, dass die Wertpapiere im normalen Geschäftsverlauf gehalten werden und nicht darauf abzielen, die Kontrolle über den Emittenten zu verändern.

Dimensional Fund Advisors LP تقرّ بالملكية الفعلية لـ4,970,330 سهماً من أسهم Helmerich & Payne Inc العادية، وهي تمثل 5.0% من أسهم الفئة المصدرة. تكشف Dimensional عن سلطة تصويت حصرية على 4,832,607 سهماً وسلطة تصرف حصرية على 4,970,330 سهماً لكنها تنص على أن جميع الأسهم المبلغ عنها مملوكة من قبل صناديق مرتبطة وتنكر الملكية المفيدة. يوضح التقرير أن هذه الحيازات ناتجة عن دور Dimensional كمستشار استثمار وأنه لم يتم الإبلاغ عن أي ارتباط بمجموعة أو استحواذ من الشركة الأم إلى الفرع. تؤكد الشهادة أن الأوراق المالية مُمَتَثلة في سياق العمل العادي وليست بهدف تغيير سيطرة الجهة المصدِرة.

Dimensional Fund Advisors LP 报告对 Helmerich & Payne Inc 普通股的实际控制权为 4,970,330 股,约占已发行类别的 5.0%。Dimensional 指出对 4,832,607 股拥有< b>单独表决权,对 4,970,330 股拥有< b>单独处理权,但声明所有披露的股份均由关联基金持有,并否认实际受益所有权。 文件澄清这些持股源于 Dimensional 作为投资顾问的角色,未报告任何集团关联或母子公司并购。 该认证确认证券是在正常经营过程中持有,而非为改变发行人控制权而持有。

Positive
  • Clear disclosure of total shares: 4,970,330 shares reported
  • Transparency that holdings are owned by client Funds and ownership is disclaimed
  • Voting and dispositive powers quantified: 4,832,607 sole voting; 4,970,330 sole dispositive
Negative
  • Concentration near 5.0% threshold could move above or below with modest trading
  • Potential proxy influence due to substantial sole voting power across Funds

Insights

Large passive stake signals standard institutional exposure, not an activist move.

Holding 4,970,330 shares—equal to 5.0%—places Dimensional among notable institutional holders but below levels that typically trigger control concerns. The firm attributes ownership to client Funds and disclaims direct beneficial ownership, which is consistent with asset-manager filings where voting and dispositive powers reflect advisory roles.

The primary dependency is the composition of client accounts and any future rebalancing by those Funds; changes could shift the percentage stake within a near-term portfolio window. Monitor quarterly disclosures or amendments for material shifts in the 5.0% threshold.

Voting power concentration is notable but remains advisory in nature.

Dimensional reports sole voting power over 4,832,607 shares, indicating practical influence in proxy matters where client mandates grant the adviser authority. However, the filing explicitly disclaims beneficial ownership and denies group status, reducing immediate governance-control implications.

Risks stem from any mandate changes that transfer voting discretion or from aggregated holdings with other advisers; investors should watch subsequent Schedule 13 filings or proxy-stage vote disclosures in the next reporting cycle for any coordinated activity.

Dimensional Fund Advisors LP riporta la titolarità beneficia 4.970.330 azioni ordinarie di Helmerich & Payne Inc, che rappresentano 5,0% delle azioni in circolazione della classe. Dimensional indica potere di voto esclusivo su 4.832.607 azioni e potere di disposizione esclusivo su 4.970.330 azioni ma afferma che tutte le azioni riportate sono detenute da fondi affiliati e nega la titolarità beneficiaria. Il verbale chiarisce che tali partecipazioni derivano dal ruolo di Dimensional come consulente di investimento e che non è stata riportata alcuna affiliazione di gruppo o acquisizione tra capogruppo e sussidiaria. La certificazione afferma che i titoli sono detenuti nel normale corso dell'attività e non per modificare il controllo dell'emittente.

Dimensional Fund Advisors LP informa la titularidad beneficiosa de 4.970.330 acciones ordinarias de Helmerich & Payne Inc, que representan 5,0% del conjunto en circulación. Dimensional revela poder de voto exclusivo sobre 4.832.607 acciones y poder dispositivivo exclusivo sobre 4.970.330 acciones, pero afirma que todas las acciones reportadas son propiedad de fondos afiliados y niega la titularidad beneficiosa. El documento aclara que estas participaciones provienen del papel de Dimensional como asesor de inversiones y que no se reportó afiliación de grupo ni adquisición entre matriz y filial. La certificación afirma que los valores se mantienen en el curso normal de los negocios y no con el fin de cambiar el control del emisor.

Dimensional Fund Advisors LP가 Helmerich & Payne Inc 일반주 4,970,330주에 대한 실질적 소유권을 보고하며, 이는 발행 주식의 5.0%에 해당합니다. Dimensional은 단독 의결권4,832,607주에 대해, 단독 처분권4,970,330주에 대해 보유하지만, 보고된 모든 주식은 계열 펀드가 소유한 것으로 명시하고 실질적 소유권을 부인합니다. 이 서류는 이러한 보유가 Dimensional의 투자 자문사로서의 역할에서 비롯되며 그룹 제휴나 모회사-자회사 간의 인수는 보고되지 않았다고 밝힙니다. 이 인증서는 증권이 정상적인 업무 과정에서 보유되며 발행자의 지배를 바꾸려는 것이 아님을 확인합니다.

Dimensional Fund Advisors LP déclare la propriété bénéficiaire de 4 970 330 actions ordinaires de Helmerich & Payne Inc, représentant 5,0% des actions en circulation de la classe. Dimensional indique un pouvoir de vote exclusif sur 4 832 607 actions et un pouvoir de disposition exclusif sur 4 970 330 actions mais précise que toutes les actions déclarées sont détenues par des fonds affiliés et déclare ne pas posséder les actions. Le dépôt précise que ces participations résultent du rôle de Dimensional en tant que conseiller en investissement et qu’aucune affiliation de groupe ou acquisition entre la société mère et la filiale n’a été déclarée. La certification affirme que les titres sont détenus dans le cadre normal des activités et non dans le but de changer le contrôle de l’émetteur.

Dimensional Fund Advisors LP meldet einen wirtschaftlichen Eigentum an 4.970.330 Aktien von Helmerich & Payne Inc., was 5,0% der ausstehenden Stammaktien entspricht. Dimensional gibt alleiniges Stimmrecht über 4.832.607 Aktien und alleiniges dispositives Recht über 4.970.330 Aktien an, erklärt jedoch, dass alle gemeldeten Anteile von verbundenen Fonds gehalten werden und bestreitet das wirtschaftliche Eigentum. Die Einreichung klärt, dass diese Beteiligungen aus Dimensionals Rolle als Investment-Berater resultieren und dass keine Gruppenverbindung oder Mutter-Tochter-Übernahme gemeldet wurde. Die Bestätigung versichert, dass die Wertpapiere im normalen Geschäftsverlauf gehalten werden und nicht darauf abzielen, die Kontrolle über den Emittenten zu verändern.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/09/2025

FAQ

What stake does Dimensional Fund Advisors LP report in Helmerich & Payne (HP)?

Dimensional reports beneficial ownership of 4,970,330 shares, representing 5.0% of the class.

Does Dimensional claim direct beneficial ownership of HP shares?

No; Dimensional states the shares are owned by affiliated Funds and expressly disclaims beneficial ownership while reporting advisory voting/dispositive powers.

How many shares does Dimensional have sole voting power over for HP?

Dimensional reports sole voting power over 4,832,607 shares.

Is Dimensional part of a group or exercising control over HP?

The filing checks no group affiliation and disavows any purpose of changing or influencing issuer control in its certification.

How should investors monitor this holding for HP (symbol: HP)?

Watch future Schedule 13 filings and proxy disclosures for any change in the 5.0% stake or shifts in voting directions by Dimensional-listed Funds.
Helmerich

NYSE:HP

HP Rankings

HP Latest News

HP Latest SEC Filings

HP Stock Data

2.37B
95.53M
3.75%
99.47%
7.25%
Oil & Gas Drilling
Drilling Oil & Gas Wells
Link
United States
TULSA