HP · Helmerich & Payne, Inc. · Shareholders & Ownership

$37.13 +0.51 (+1.39%) At close · Nov 12 Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.71B

99.94M

Volume · Nov 12 977.17K Avg daily vol (3M) 1.18M

Every disclosed holder of HP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	385	102,694,227	102.76%	Yes
Insiders (Forms 3, 4, 5)	15	3,801,780	3.80%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,557,062	-6.56%	Negative
Registered funds (N-PORT, not summed)	318	49,925,346	49.96%	No

Shares outstanding: 99,938,945, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,679,163	15.69%	+406,065	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,020,931	6.02%	+25,393	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,527,426	2.53%	+111,124	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	629,315	0.63%	-219,390	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	439,568	0.44%	+18,092	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	438,811	0.44%	-58,339	Jun 30, 2026	iShares Trust, not summed
2	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Sep 30, 2026	7,841,430	7.85%	0	Sep 30, 2026
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,176,754	6.18%	+94,268	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	6,083,339	6.09%	+176,127	Sep 30, 2026
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,361,679	1.36%	+63,709	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	753,607	0.75%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	709,782	0.71%	-3,320	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	579,520	0.58%	+54,077	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	432,638	0.43%	+3,300	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	4,378,252	4.38%	-144,661	Sep 30, 2026
5.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	919,909	0.92%	+16,296	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF Fund S000012334 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	473,894	0.47%	-36,370	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	273,621	0.27%	+15,526	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	264,048	0.26%	-2,679	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	35,300	0.04%	+1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	4,272,529	4.28%	+424,741	Sep 30, 2026
6.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	15,452	0.02%	+1,965	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	4,201,109	4.20%	+451,486	Sep 30, 2026
7.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	1,205,952	1.21%	+121,131	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
7.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	672,766	0.67%	+99,399	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
7.3	Invesco Energy Fund Fund S000000155 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	240,400	0.24%	-5,921	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
7.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	132,374	0.13%	+1,498	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.5	Invesco S&P SmallCap Energy ETF Fund S000028297 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	98,929	0.10%	-30,291	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,166,781	4.17%	+13,002	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	3,458,604	3.46%	+318,101	Aug 31, 2026	American Century ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,853,842	2.86%	-21,285	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Sep 30, 2026	2,573,302	2.57%	-176,380	Sep 30, 2026
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,549,076	2.55%	-111,434	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	411	0.00%	+249	Jul 31, 2026	E Trade Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,507,018	2.51%	-345,424	Sep 30, 2026
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,060,982	2.06%	-11,374	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	HELMERICH HANS Insider CIK 1196793 · Aug 20, 2026 Director, issuer-wide	1,952,689	1.95%	-94,561	Aug 20, 2026	Director, issuer-wide
16	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,900,404	1.90%	-758,205	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Sep 30, 2026	1,872,326	1.87%	-311,528	Sep 30, 2026
17.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,333,000	1.33%	+388,000	Jun 30, 2026	Victory Portfolios, not summed
17.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	208,965	0.21%	+9,925	Jun 30, 2026	Victory Portfolios II, not summed
17.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	136,939	0.14%	+23,227	Jun 30, 2026	Victory Portfolios II, not summed
17.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	11,119	0.01%	+498	Dec 31, 2025	Victory Portfolios II, not summed
17.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	11,087	0.01%	+125	Jul 31, 2026	Victory Portfolios III, not summed
18	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,798,141	1.80%	-624,645	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	VanEck Oil Services ETF Fund S000034408 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,525,759	1.53%	-194,395	Jun 30, 2026	VanEck ETF Trust, not summed
19	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Sep 30, 2026	1,544,610	1.55%	-39,758	Sep 30, 2026
20	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,707	1.53%	+1,045,727	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,349,754	1.35%	+61,197	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	49,778	0.05%	+3,899	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,775	0.01%	-307	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,592	0.00%	+128	Jul 31, 2026	FlexShares Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,382	1.34%	-1,282,177	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	30,458	0.03%	+13,601	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
22.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,875	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
22.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,028	0.01%	+2,131	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Sep 30, 2026	1,336,266	1.34%	+1,320,083	Sep 30, 2026
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,324,683	1.33%	-351,486	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,292,240	1.29%	-30,597	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	474,130	0.47%	-6,082	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	238,604	0.24%	+21,937	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	168,958	0.17%	-16,865	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,844	0.08%	-10,501	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	66,960	0.07%	-12,476	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 13F CIK 915191 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,105	1.17%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,145,767	1.15%	+31,173	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,062,600	1.06%	-20,350	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	684,448	0.68%	-72,488	Jun 30, 2026	PIMCO Equity Series, not summed
28.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	3,331	0.00%	+444	Jun 30, 2026	PIMCO Equity Series, not summed
29	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	998,372	1.00%	+721,309	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Sep 30, 2026	954,359	0.95%	-459,089	Sep 30, 2026
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	924,434	0.93%	-10,384	Sep 30, 2026
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,893	0.00%	+418	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	BARCLAYS PLC 13F CIK 312069 · Bank · Sep 30, 2026	841,012	0.84%	-202,124	Sep 30, 2026
33	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	824,876	0.83%	-223,224	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	143,278	0.14%	-5,773	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
33.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	50,660	0.05%	-6,225	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33.3	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	3,061	0.00%	+100	Jul 31, 2026	Columbia Funds Series Trust II, not summed
33.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	140	0.00%	-5	Jun 30, 2026	Columbia ETF Trust I, not summed
34	SPROTT INC. 13F CIK 1512920 · Holding company · Sep 30, 2026	800,064	0.80%	-43,394	Sep 30, 2026
35	LINDSAY JOHN W Insider CIK 1219880 · Jan 12, 2026 Director, issuer-wide	753,122	0.75%	+7,593	Jan 12, 2026	Director, issuer-wide
36	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	713,186	0.71%	-25,468	Jul 31, 2026	HARBOR FUNDS, not summed
37	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Sep 30, 2026	707,122	0.71%	+569,977	Sep 30, 2026
38	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	703,175	0.70%	-39,957	Sep 30, 2026
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	671,764	0.67%	+36,270	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	653,300	0.65%	-6,322	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	625,963	0.63%	-37,503	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,420	0.62%	+28,929	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	615,775	0.62%	-18,989	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	170,000	0.17%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
44	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	595,414	0.60%	-5,818	Aug 31, 2026	VANGUARD WORLD FUND, not summed
45	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	591,547	0.59%	+12,703	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Sep 30, 2026	584,390	0.58%	+66,284	Sep 30, 2026
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	564,154	0.56%	+56,001	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	514,416	0.51%	+80,174	Sep 30, 2026
49	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,361	0.50%	-22,332	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	109,097	0.11%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	479,604	0.48%	-5,064	Sep 30, 2026
50.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	73,627	0.07%	-4,858	Jul 31, 2026	Principal Funds, Inc, not summed
50.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,454	0.00%	+1,222	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,733	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed

46 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 46765 CUSIP 423452101 13F (30d) 275 filings 242 filers Visit website Investor relations