STOCK TITAN

Vanguard (NYSE: HP) discloses 6.15% ownership of Helmerich & Payne

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management reports beneficial ownership of 6,141,499 shares of Helmerich & Payne Inc. The filing states this equals 6.15% of the company's common stock and that Vanguard Portfolio Management LLC has sole dispositive power over those shares. The report attributes voting and dispositive authority across affiliated Vanguard entities.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a >5% passive stake in Helmerich & Payne, disclosed under Schedule 13G.

Vanguard Portfolio Management reports beneficial ownership of 6,141,499 shares, representing 6.15% of common stock. The filing shows sole dispositive power with limited sole voting power (59,013 shares), consistent with an asset manager holding client assets.

Impact is routine: passive institutional positions over 5% trigger disclosure but do not by themselves signal control changes. Subsequent 13D or Form 4 filings would be required to show activist intent or insider trading.

Shares beneficially owned 6,141,499 shares reported as of 03/31/2026
Percent of class 6.15% percent of common stock
Sole voting power 59,013 shares shares with sole power to vote
Sole dispositive power 6,141,499 shares shares with sole power to dispose
Filing form Schedule 13G ownership disclosure for >5% passive investors
Beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 6141499"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Helmerich & Payne Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.





423452101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard report in Helmerich & Payne (HP)?

Vanguard reports beneficial ownership of 6,141,499 shares, equal to 6.15% of common stock. The filing is a Schedule 13G disclosure showing Vanguard Portfolio Management LLC's holdings as reported in the submitted form.

Does Vanguard control voting of the shares reported for HP?

Vanguard discloses sole voting power over 59,013 shares and sole dispositive power over 6,141,499 shares. Voting authority is limited compared to dispositive (sale) authority across managed accounts and funds.

Is this filing an activist signal for Helmerich & Payne?

No clear activist signal is present; Schedule 13G filings typically indicate passive ownership. The filing lists dispositive power for managed accounts but does not assert intent to influence management or seek control.

Who filed the Schedule 13G for HP and when was it signed?

The filing was submitted by Vanguard Portfolio Management and signed by Ashley Grim, Head of Global Fund Administration, on 04/29/2026. The reported security date in the form is 03/31/2026.

How does the filing attribute holdings among Vanguard affiliates?

The filing states holdings reflect securities over which Vanguard Portfolio Management LLC and affiliates (Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC) exercise dispositive or voting power across client accounts and Vanguard funds.