MORGAN STANLEY

Position in HP — Helmerich & Payne, Inc.

CIK 895421 NEW YORK, NY

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Position in HP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$83,456,744

-$12,401,427 QoQ

Shares Held

2,549,076

-4.2% QoQ

Ownership

2.55%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#11

of 372 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in HP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Drilling

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $580,605,114 across 10 Oil & Gas Drilling names. HP ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VAL	Valaris Ltd	2,264,366	$164,392,967
2	RIG	Transocean Ltd.	26,692,648	$130,527,045
3	HP	Helmerich & Payne, Inc. This page	2,549,076	$83,456,744
4	NE	Noble Corp plc	1,822,082	$67,963,654
5	PTEN	Patterson Uti Energy Inc	5,283,131	$48,499,139
6	SOC	Sable Offshore Corp.	8,414,504	$25,916,669
7	SDRL	SEADRILL Ltd	595,668	$22,528,161
8	PDS	PRECISION DRILLING Corp	239,672	$18,373,251

All Filings in HP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,456,744	2,549,076	-4.2%	Shares	Defined	2026-08-13
2026-03-31	$95,858,171	2,660,510	+13.5%	Shares	Defined	2026-05-15
2025-12-31	$67,248,660	2,344,793	-17.3%	Shares	Defined	2026-05-27
2025-09-30	$62,661,241	2,836,634	+28.3%	Shares	Defined	2026-05-27
2025-06-30	$33,522,546	2,211,250	+11.1%	Shares	Defined	2025-08-15
2025-03-31	$51,981,512	1,990,104	-5.1%	Shares	Defined	2025-05-15
2024-12-31	$67,152,019	2,097,190	+2.0%	Shares	Defined	2025-05-15
2024-09-30	$62,527,940	2,055,488	+20.1%	Shares	Defined	2025-05-14
2024-06-30	$61,868,858	1,711,922	+5.8%	Shares	Defined	2025-05-14
2024-03-31	$68,027,503	1,617,392	-6.9%	Shares	Defined	2024-10-17
2023-12-31	$62,947,928	1,737,933	+14.8%	Shares	Defined	2024-08-16
2023-09-30	$63,832,721	1,514,059	-13.7%	Shares	Defined	2023-11-15
2023-06-30	$62,162,774	1,753,534	+2.7%	Shares	Defined	2023-08-14
2023-03-31	$61,020,598	1,706,870	+17.1%	Shares	Defined	2023-05-15
2022-12-31	$72,240,141	1,457,336	+8.3%	Shares	Defined	2023-02-14
2022-09-30	$49,755,773	1,345,842	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$58,378,977	1,355,759	+135.6%	Shares	Defined	2022-10-27
2022-03-31	$24,622,283	575,556	-14.6%	Shares	Defined	2022-10-27
2021-12-31	$15,968,678	673,784	+7.4%	Shares	Defined	2022-02-14
2021-09-30	$17,198,812	627,465	+16.8%	Shares	Defined	2021-11-15
2021-06-30	$17,522,078	536,993	+44.9%	Shares	Defined	2021-08-23
2021-03-31	$9,993,933	370,695	+4.3%	Shares	Defined	2021-05-17
2020-12-31	$8,228,676	355,297	-41.9%	Shares	Defined	2021-02-16
2020-09-30	$8,959,528	611,572	+68.2%	Shares	Defined	2020-11-13
2020-06-30	$7,093,950	363,606	+52.1%	Shares	Defined	2020-08-14
2020-03-31	$3,741,742	239,089	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.