LMCG INVESTMENTS, LLC

Position in HP — Helmerich & Payne, Inc.

CIK 1470944 BOSTON, MA

Position in HP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,062,423

-$175,940 QoQ

Shares Held

62,994

+1.4% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#94

of 372 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Energy · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $2,062,423 across 1 Oil & Gas Drilling name. HP ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HP	Helmerich & Payne, Inc. This page	62,994	$2,062,423

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,062,423	62,994	+1.4%	Shares	Sole	2026-07-22
2026-03-31	$2,238,363	62,125	+2.8%	Shares	Sole	2026-04-29
2025-12-31	$1,732,673	60,414	-1.8%	Shares	Sole	2026-02-03
2025-09-30	$1,359,506	61,544	-33.9%	Shares	Sole	2025-10-29
2025-06-30	$1,410,713	93,055	-22.6%	Shares	Other	2025-07-24
2025-03-31	$3,138,683	120,164	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$3,817,840	119,233	-1.1%	Shares	Sole	2025-01-16
2024-09-30	$3,668,621	120,599	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$4,325,053	119,675	-0.1%	Shares	Other	2024-08-09
2024-03-31	$5,041,059	119,854	-0.1%	Shares	Sole	2024-05-06
2023-12-31	$4,343,683	119,925	-0.0%	Shares	Other	2024-02-08
2023-09-30	$5,056,501	119,936	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$4,285,479	120,888	+1.5%	Shares	Other	2023-08-03
2023-03-31	$4,259,147	119,137	+1.7%	Shares	Sole	2023-05-05
2022-12-31	$5,808,364	117,175	+0.1%	Shares	Other	2023-02-07
2022-09-30	$4,327,856	117,064	+0.8%	Shares	Sole	2022-11-08
2022-06-30	$5,001,419	116,150	-0.7%	Shares	Other	2022-08-08
2022-03-31	$5,005,388	117,003	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.