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 3 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, Q2 2023
Institutional positions in Hewlett Packard Enterprise Co as of Jun 30, 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
- 858
- +18 vs. Q1 2023
- Shares held
- 1.05B
- −10.7M (−1.0%) vs. Q1 2023
- Total value
- $17.7B
- +$770.9M (+4.6%) vs. Q1 2023
- New holders
- 90
- 294 more added
- Sold out
- 72
- 294 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 22,494 | $377.9K | 0.32% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 22,501 | $378.0K | 0.05% | +502+2.3% | Added |
| Clarius Group, LLC | 22,779 | $382.7K | 0.03% | +88+0.4% | Added |
| Carret Asset Management, LLC | 22,850 | $383.9K | 0.05% | −2,033−8.2% | Reduced |
| Apollon Wealth Management, LLC | 23,083 | $387.8K | 0.02% | +12,150+111.1% | Added |
| Van Hulzen Asset Management, LLC | 23,435 | $394.0K | 0.03% | +117+0.5% | Added |
| Abundance Wealth Counselors | 23,568 | $396.0K | 0.20% | −136−0.6% | Reduced |
| Everence Capital Management Inc | 27,900 | $402.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 24,079 | $404.5K | 0.01% | +485+2.1% | Added |
| Profund Advisors LLC | 24,177 | $406.2K | 0.02% | +6,606+37.6% | Added |
| Great Lakes Advisors, LLC | 24,233 | $407.1K | 0.00% | −37,890−61.0% | Reduced |
| Montgomery Investment Management Inc | 24,250 | $407.4K | 0.14% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 24,437 | $410.5K | 0.04% | −17,465−41.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,523 | $412.0K | 0.01% | −4,400−15.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 24,686 | $414.7K | 0.19% | −515−2.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 24,941 | $419.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 24,963 | $419.1K | 0.01% | +492+2.0% | Added |
| Inlet Private Wealth, LLC | 25,035 | $420.6K | 0.11% | −300−1.2% | Reduced |
| Greenleaf Trust | 25,105 | $421.8K | 0.00% | −810−3.1% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 25,300 | $424.9K | 0.07% | 00.0% | Unchanged |
| Ascent Group, LLC | 23,546 | $425.5K | 0.05% | −1,137−4.6% | Reduced |
| Baird Financial Group, Inc. | 25,364 | $426.1K | 0.00% | +1,547+6.5% | Added |
| Total Clarity Wealth Management, Inc. | 25,365 | $426.1K | 0.21% | +480+1.9% | Added |
| Mission Wealth Management, LP | 25,388 | $426.5K | 0.02% | −70.0% | Reduced |
| Fiduciary Trust Co | 25,424 | $427.1K | 0.01% | −658−2.5% | Reduced |
| Grassi Investment Management | 25,600 | $430.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 25,518 | $431.8K | 0.03% | −1,120−4.2% | Reduced |
| Sanders Morris Harris LLC | 26,000 | $434.5K | 0.10% | +26,000 | New |
| Savant Capital, LLC | 25,966 | $436.2K | 0.01% | −2,003−7.2% | Reduced |
| Cetera Investment Advisers | 26,173 | $439.7K | 0.00% | +6,781+35.0% | Added |
| Cohen Klingenstein LLC | 26,200 | $440.2K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 26,766 | $449.7K | 0.30% | +393+1.5% | Added |
| Wealthfront Advisers LLC | 27,214 | $457.2K | 0.00% | +796+3.0% | Added |
| Abacus Planning Group, Inc. | 27,253 | $457.9K | 0.11% | −1,911−6.6% | Reduced |
| CWM, LLC | 28,178 | $473.0K | 0.00% | +6,326+28.9% | Added |
| Geller Advisors LLC | 27,953 | $473.1K | 0.06% | +27,953 | New |
| Assetmark, Inc | 28,213 | $474.0K | 0.00% | −3,868−12.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 28,493 | $478.7K | 0.01% | +4,321+17.9% | Added |
| Synovus Financial Corp | 28,568 | $479.9K | 0.01% | +3,135+12.3% | Added |
| Fifth Third Bancorp | 28,797 | $483.8K | 0.00% | +2,718+10.4% | Added |
| United Services Automobile Association | 28,907 | $485.6K | 0.01% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 29,000 | $487.2K | 0.37% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 29,628 | $497.8K | 0.10% | −2,720−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 29,761 | $500.0K | 0.03% | +2,527+9.3% | Added |
| Cacti Asset Management LLC | 30,000 | $504.0K | 0.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 30,000 | $504.0K | 0.07% | 00.0% | Unchanged |
| Fiera Capital Corp | 30,000 | $504.0K | 0.00% | +30,000 | New |
| SOL Capital Management CO | 30,192 | $507.0K | 0.08% | −100−0.3% | Reduced |
| John G Ullman & Associates Inc | 30,200 | $507.4K | 0.08% | −1,000−3.2% | Reduced |
| MidWestOne Financial Group, Inc. | 30,218 | $507.7K | 0.11% | −660−2.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 30,334 | $509.6K | 0.25% | −83−0.3% | Reduced |
| Vestcor Inc | 30,642 | $515.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 30,800 | $517.4K | 0.27% | 00.0% | Unchanged |
| Wealth Architects, LLC | 31,002 | $520.8K | 0.09% | −701−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 31,196 | $524.1K | 0.39% | 00.0% | Unchanged |
| Twin Capital Management Inc | 31,338 | $526.5K | 0.07% | +40.0% | Added |
| iA Global Asset Management Inc. | 31,382 | $527.0K | 0.01% | +31,382 | New |
| Contravisory Investment Management, Inc. | 31,374 | $527.1K | 0.14% | +31,374 | New |
| Unigestion Holding SA | 32,050 | $533.6K | 0.03% | −6,631−17.1% | Reduced |
| Veritable, L.P. | 31,884 | $535.7K | 0.01% | −748−2.3% | Reduced |
| Oppenheimer & Co Inc | 32,368 | $543.8K | 0.01% | −16,215−33.4% | Reduced |
| Signaturefd, LLC | 32,381 | $544.0K | 0.01% | −1,393−4.1% | Reduced |
| HRT Financial LP | 33,828 | $568.0K | 0.01% | +33,828 | New |
| Ontario Teachers Pension Plan Board | 35,445 | $595.5K | 0.01% | −18,038−33.7% | Reduced |
| Covestor Ltd | 36,343 | $610.0K | 0.47% | +630+1.8% | Added |
| Ieq Capital, LLC | 36,648 | $615.7K | 0.01% | −13,057−26.3% | Reduced |
| Mutual Advisors, LLC | 37,061 | $622.6K | 0.02% | −608−1.6% | Reduced |
| Symmetry Partners, LLC | 37,198 | $625.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 37,443 | $629.0K | 0.01% | −1,894−4.8% | Reduced |
| Cetera Advisors LLC | 37,612 | $631.9K | 0.01% | +114+0.3% | Added |
| Bessemer Group Inc | 37,609 | $632.0K | 0.00% | +11,746+45.4% | Added |
| Regions Financial Corp | 38,140 | $640.8K | 0.01% | −5,013−11.6% | Reduced |
| Integrated Wealth Concepts LLC | 38,788 | $651.6K | 0.01% | +23,037+146.3% | Added |
| Midwest Professional Planners, LTD. | 38,823 | $652.2K | 0.29% | +3,549+10.1% | Added |
| Beck Bode, LLC | 39,235 | $659.1K | 0.16% | +671+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 39,326 | $661.0K | 0.03% | −580−1.5% | Reduced |
| Leonteq Securities AG | 39,478 | $663.2K | 0.07% | −11,674−22.8% | Reduced |
| M&G Investment Management Ltd | 40,151 | $682.6K | 0.00% | −7,918−16.5% | Reduced |
| AlphaStar Capital Management, LLC | 40,759 | $684.8K | 0.08% | −5,560−12.0% | Reduced |
| Empirical Finance, LLC | 40,798 | $685.4K | 0.05% | +4,379+12.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,877 | $686.7K | 0.02% | +584+1.4% | Added |
| Quantitative Investment Management, LLC | 40,921 | $687.0K | 0.07% | +40,921 | New |
| Headlands Technologies LLC | 41,034 | $689.4K | 0.22% | +41,034 | New |
| Knowledge Leaders Capital, LLC | 42,284 | $710.4K | 0.82% | +42,284 | New |
| Eagle Harbor Asset Management Inc | 42,373 | $711.9K | 0.93% | −824−1.9% | Reduced |
| Balentine LLC | 42,391 | $712.2K | 0.02% | −9,510−18.3% | Reduced |
| Occudo Quantitative Strategies LP | 42,453 | $713.2K | 0.07% | +42,453 | New |
| Rockefeller Capital Management L.P. | 43,157 | $725.1K | 0.00% | +4,637+12.0% | Added |
| Tower Research Capital LLC (TRC) | 43,378 | $728.8K | 0.02% | +28,659+194.7% | Added |
| Parallel Advisors, LLC | 43,577 | $732.1K | 0.02% | −2,150−4.7% | Reduced |
| GTS Securities LLC | 43,609 | $732.6K | 0.02% | +43,609 | New |
| Legacy Capital Group California, Inc. | 43,616 | $732.7K | 0.30% | +6,378+17.1% | Added |
| Pathstone Family Office, LLC | 41,033 | $743.2K | 0.01% | +10,123+32.7% | Added |
| Athena Investment Management | 44,437 | $746.5K | 0.51% | −648−1.4% | Reduced |
| CastleKnight Management LP | 44,700 | $751.0K | 0.15% | +44,700 | New |
| Private Advisor Group, LLC | 44,396 | $752.2K | 0.01% | −1,042−2.3% | Reduced |
| National Asset Management, Inc. | 45,178 | $764.4K | 0.02% | −4,300−8.7% | Reduced |
| Affinity Investment Advisors, LLC | 45,753 | $768.6K | 0.45% | 00.0% | Unchanged |
| Allworth Financial LP | 45,897 | $771.1K | 0.01% | −516−1.1% | Reduced |
| DGS Capital Management, LLC | 46,331 | $778.4K | 0.39% | +317+0.7% | Added |