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

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

Rhea-AI Filing Summary

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.

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.






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

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