Hewlett Packard Enterprise Co
HPE- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0001645590
In the last 90 days, Hewlett Packard Enterprise Co insiders filed 0 open-market purchases and 4 sales; 1,450 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; superinvestors Elliott Investment Management and Maverick Capital hold it.
Other share classesHPE.PC
13F holders, Q1 2023
Institutional positions in Hewlett Packard Enterprise Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 845
- +14 vs. Q4 2022
- Shares held
- 1.06B
- +2.88M (+0.3%) vs. Q4 2022
- Total value
- $16.9B
- −$46.1M (−0.3%) vs. Q4 2022
- New holders
- 90
- 276 more added
- Sold out
- 76
- 292 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HPE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,450 | $53.1B |
| Q1 2026 | 1,122 | $28.5B |
| Q4 2025 | 1,119 | $29.1B |
| Q3 2025 | 1,115 | $28.4B |
| Q2 2025 | 1,035 | $23.2B |
| Q1 2025 | 1,032 | $17.9B |
| Q4 2024 | 1,090 | $23.2B |
| Q3 2024 | 1,020 | $22.1B |
| Q2 2024 | 983 | $22.2B |
| Q1 2024 | 901 | $18.9B |
| Q4 2023 | 903 | $17.8B |
| Q3 2023 | 859 | $18.3B |
| Q2 2023 | 858 | $17.7B |
| Q1 2023 | 845 | $16.9B |
| Q4 2022 | 849 | $17.0B |
| Q3 2022 | 795 | $12.7B |
| Q2 2022 | 823 | $14.1B |
| Q1 2022 | 850 | $17.9B |
| Q4 2021 | 835 | $17.1B |
| Q3 2021 | 771 | $15.4B |
| Q2 2021 | 790 | $15.8B |
| Q1 2021 | 756 | $16.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 12,581 | $200.4K | 0.05% | −2,147−14.6% | Reduced |
| Moody National Bank Trust Division | 12,588 | $200.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,659 | $201.7K | 0.01% | +2,033+19.1% | Added |
| Moss Adams Wealth Advisors LLC | 12,615 | $202.5K | 0.07% | +384+3.1% | Added |
| Connolly Sarah T. | 12,750 | $203.1K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 12,856 | $204.8K | 0.01% | +12,856 | New |
| Avantax Advisory Services, Inc. | 12,888 | $205.3K | 0.00% | −2,609−16.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,958 | $206.4K | 0.06% | +1,530+13.4% | Added |
| Freestone Capital Holdings, LLC | 12,962 | $206.5K | 0.01% | −682−5.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,097 | $208.6K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 13,094 | $209.0K | 0.12% | −6,828−34.3% | Reduced |
| Smith Shellnut Wilson LLC | 13,243 | $211.0K | 0.13% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 13,433 | $214.0K | 0.27% | +13,433 | New |
| Bartlett & Co. Wealth Management LLC | 13,627 | $218.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,627 | $219.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 13,833 | $220.0K | 0.02% | +781+6.0% | Added |
| Financial Counselors Inc | 14,056 | $224.0K | 0.00% | −25−0.2% | Reduced |
| Spinnaker Trust | 14,135 | $225.2K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 14,331 | $228.3K | 0.06% | −300−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 14,263 | $228.9K | 0.00% | +14,263 | New |
| Quadrant Capital Group LLC | 14,448 | $230.2K | 0.02% | +86+0.6% | Added |
| Paragon Capital Management Ltd | 14,669 | $233.7K | 0.05% | −62−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,719 | $234.0K | 0.01% | −10,814−42.4% | Reduced |
| Zacks Investment Management | 14,827 | $236.2K | 0.00% | +421+2.9% | Added |
| Trust Asset Management LLC | 14,896 | $237.3K | 0.03% | +323+2.2% | Added |
| Wedbush Securities Inc | 14,960 | $238.0K | 0.01% | −6,828−31.3% | Reduced |
| David R. Rahn & Associates Inc. | 15,089 | $240.4K | 0.12% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 15,267 | $243.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 15,331 | $244.2K | 0.07% | +15,331 | New |
| Waterloo Capital, L.P. | 15,382 | $245.0K | 0.08% | +15,382 | New |
| Evergreen Capital Management LLC | 15,321 | $245.4K | 0.01% | −4,061−21.0% | Reduced |
| TCWP LLC | 15,477 | $246.5K | 0.05% | −3,183−17.1% | Reduced |
| Cigna Investments Inc | 15,492 | $247.0K | 0.05% | −208−1.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 15,522 | $247.3K | 0.05% | +1,360+9.6% | Added |
| Prelude Capital Management, LLC | 15,653 | $249.4K | 0.02% | +15,653 | New |
| Integrated Wealth Concepts LLC | 15,751 | $251.0K | 0.01% | −29,239−65.0% | Reduced |
| Bridgecreek Investment Management, LLC | 15,800 | $251.7K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 16,067 | $255.9K | 0.00% | −11,843−42.4% | Reduced |
| Dorsey Wright & Associates | 16,266 | $259.0K | 0.08% | +16,266 | New |
| Veriti Management LLC | 16,270 | $259.2K | 0.03% | +2,193+15.6% | Added |
| AlphaCentric Advisors LLC | 16,318 | $259.9K | 0.18% | −695−4.1% | Reduced |
| Bahl & Gaynor Inc | 16,409 | $261.4K | 0.00% | −1,375−7.7% | Reduced |
| Brighton Jones LLC | 16,450 | $262.0K | 0.01% | −37−0.2% | Reduced |
| Huber Capital Management LLC | 16,471 | $262.4K | 0.06% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 16,491 | $262.7K | 0.15% | +500+3.1% | Added |
| Global Retirement Partners, LLC | 18,846 | $262.9K | 0.01% | +8,438+81.1% | Added |
| Mma Asset Management LLC | 16,572 | $264.0K | 0.19% | +424+2.6% | Added |
| Bradley Foster & Sargent Inc | 16,600 | $264.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 16,633 | $265.0K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 16,843 | $268.3K | 0.01% | +16,843 | New |
| Summit Global Investments | 17,157 | $273.0K | 0.02% | −211,053−92.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 17,160 | $274.0K | 0.04% | +17,160 | New |
| Tiaa, FSB | 17,223 | $274.4K | 0.00% | −1,342−7.2% | Reduced |
| Lake Street Financial LLC | 17,284 | $275.3K | 0.05% | +6,235+56.4% | Added |
| Private Trust Co NA | 17,397 | $277.1K | 0.04% | +7,000+67.3% | Added |
| Horizon Investments, LLC | 17,471 | $278.3K | 0.01% | −5,922−25.3% | Reduced |
| Needham Investment Management LLC | 17,500 | $278.8K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,571 | $279.9K | 0.02% | +982+5.9% | Added |
| Colony Group LLC | 17,621 | $281.0K | 0.00% | +104+0.6% | Added |
| Meridian Investment Counsel Inc. | 17,738 | $282.6K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 17,766 | $283.0K | 0.16% | +1,928+12.2% | Added |
| Syntax Advisors, LLC | 17,766 | $283.0K | 0.21% | +1,928+12.2% | Added |
| Kapitalo Investimentos Ltda | 17,808 | $283.7K | 0.09% | +17,808 | New |
| Ronald Blue Trust, Inc. | 17,851 | $285.0K | 0.00% | +4,817+37.0% | Added |
| Ellevest, Inc. | 17,978 | $286.4K | 0.02% | +1,604+9.8% | Added |
| LMR Partners LLP | 18,354 | $292.4K | 0.01% | −18,163−49.7% | Reduced |
| Brookstone Capital Management | 18,517 | $293.5K | 0.01% | +1,136+6.5% | Added |
| Checchi Capital Advisers, LLC | 18,438 | $293.7K | 0.03% | +82+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 18,639 | $296.9K | 0.00% | −1,516−7.5% | Reduced |
| Capital Investment Counsel, Inc | 18,930 | $301.6K | 0.07% | −1,731−8.4% | Reduced |
| Cowa, LLC | 18,936 | $301.6K | 0.25% | −4,363−18.7% | Reduced |
| Watershed Asset Management, L.L.C. | 18,943 | $301.8K | 0.37% | +1,767+10.3% | Added |
| Cercano Management LLC | 19,000 | $302.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,124 | $304.6K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 19,200 | $306.0K | 0.04% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 19,245 | $306.6K | 0.38% | +5,559+40.6% | Added |
| BSW Wealth Partners | 19,294 | $307.4K | 0.06% | −630−3.2% | Reduced |
| Cetera Investment Advisers | 19,392 | $308.9K | 0.00% | −1,496−7.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 19,760 | $314.8K | 0.10% | +19,760 | New |
| Silvercrest Asset Management Group LLC | 19,825 | $315.8K | 0.00% | −1,000−4.8% | Reduced |
| DuPont Capital Management Corp | 19,830 | $315.9K | 0.02% | +18,664+1,600.7% | Added |
| Laffer Tengler Investments | 19,994 | $318.5K | 0.09% | +259+1.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $318.6K | 0.12% | 00.0% | Unchanged |
| Cambridge Trust Co | 20,059 | $319.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 20,501 | $326.6K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 20,512 | $326.8K | 0.04% | +997+5.1% | Added |
| Smithfield Trust Co | 20,489 | $327.0K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 20,649 | $328.9K | 0.10% | −33−0.2% | Reduced |
| Western Wealth Management, LLC | 20,756 | $330.6K | 0.03% | +1,678+8.8% | Added |
| Bleakley Financial Group, LLC | 20,830 | $331.8K | 0.01% | −1,041−4.8% | Reduced |
| Sawtooth Solutions, LLC | 20,834 | $331.9K | 0.01% | +20,834 | New |
| Brown Advisory Inc | 20,913 | $333.1K | 0.00% | +802+4.0% | Added |
| Strategic Wealth Designers | 21,082 | $335.8K | 0.06% | −3,221−13.3% | Reduced |
| Credit Agricole S A | 21,307 | $339.4K | 0.01% | −6,379−23.0% | Reduced |
| First National Bank & Trust Co of Newtown | 21,424 | $341.3K | 0.08% | −380−1.7% | Reduced |
| Coldstream Capital Management Inc | 21,443 | $341.6K | 0.01% | −656−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 21,800 | $348.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 21,852 | $348.0K | 0.00% | +539+2.5% | Added |
| Park Avenue Securities LLC | 21,855 | $348.0K | 0.01% | +2,641+13.7% | Added |
| Huntington National Bank | 21,853 | $348.1K | 0.00% | −914−4.0% | Reduced |