STOCK TITAN

Dimensional Fund Advisors (NYSE: HP) discloses 5.2% Helmerich & Payne stake

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

Rhea-AI Filing Summary

Dimensional Fund Advisors LP filed a passive ownership report on Helmerich & Payne Inc. common stock. Dimensional is reported as having beneficial ownership of 5,165,265 shares, representing 5.2% of the company’s common stock as of the event date. It has sole voting power over 5,025,193 shares and sole dispositive power over the full 5,165,265 shares, with no shared voting or dispositive power.

The filing explains that all of these shares are actually owned by various funds and accounts advised or managed by Dimensional and its subsidiaries, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting purposes. The position is certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of Helmerich & Payne.

Positive

  • None.

Negative

  • None.





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:01/21/2026

FAQ

What percentage of Helmerich & Payne Inc (HP) does Dimensional Fund Advisors LP report owning?

Dimensional Fund Advisors LP reports beneficial ownership of 5.2% of Helmerich & Payne Inc common stock, based on 5,165,265 shares.

How many Helmerich & Payne (HP) shares does Dimensional Fund Advisors LP have voting power over?

Dimensional Fund Advisors LP has sole voting power over 5,025,193 Helmerich & Payne common shares and no shared voting power.

Who is the actual owner of the Helmerich & Payne (HP) shares reported by Dimensional Fund Advisors LP?

The filing states that all reported shares are owned by various Funds advised or managed by Dimensional or its subsidiaries, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting.

Is Dimensional Fund Advisors LP seeking to influence control of Helmerich & Payne (HP)?

The certification states that the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Helmerich & Payne.

What type of reporting person is Dimensional Fund Advisors LP in this Schedule 13G for HP?

Dimensional Fund Advisors LP is classified as an investment adviser ("IA") under the Schedule 13G reporting categories.

Who signed the Helmerich & Payne (HP) Schedule 13G on behalf of Dimensional Fund Advisors LP?

The Schedule 13G was signed by Selwyn Notelovitz, Global Chief Compliance Officer of Dimensional Fund Advisors LP, dated 01/21/2026.
Helmerich

NYSE:HP

HP Rankings

HP Latest News

HP Latest SEC Filings

HP Stock Data

3.24B
94.74M
3.75%
99.47%
7.25%
Oil & Gas Drilling
Drilling Oil & Gas Wells
Link
United States
TULSA