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, 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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 31,374 | $527.1K | 0.14% | +31,374 | New |
| iA Global Asset Management Inc. | 31,382 | $527.0K | 0.01% | +31,382 | New |
| Twin Capital Management Inc | 31,338 | $526.5K | 0.07% | +40.0% | Added |
| Fortitude Advisory Group L.L.C. | 31,196 | $524.1K | 0.39% | 00.0% | Unchanged |
| Wealth Architects, LLC | 31,002 | $520.8K | 0.09% | −701−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 30,800 | $517.4K | 0.27% | 00.0% | Unchanged |
| Vestcor Inc | 30,642 | $515.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 30,334 | $509.6K | 0.25% | −83−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 30,218 | $507.7K | 0.11% | −660−2.1% | Reduced |
| John G Ullman & Associates Inc | 30,200 | $507.4K | 0.08% | −1,000−3.2% | Reduced |
| SOL Capital Management CO | 30,192 | $507.0K | 0.08% | −100−0.3% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 29,761 | $500.0K | 0.03% | +2,527+9.3% | Added |
| One Wealth Advisors, LLC | 29,628 | $497.8K | 0.10% | −2,720−8.4% | Reduced |
| Coco Enterprises, LLC | 29,000 | $487.2K | 0.37% | 00.0% | Unchanged |
| United Services Automobile Association | 28,907 | $485.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28,797 | $483.8K | 0.00% | +2,718+10.4% | Added |
| Synovus Financial Corp | 28,568 | $479.9K | 0.01% | +3,135+12.3% | Added |
| Buckingham Strategic Wealth, LLC | 28,493 | $478.7K | 0.01% | +4,321+17.9% | Added |
| Assetmark, Inc | 28,213 | $474.0K | 0.00% | −3,868−12.1% | Reduced |
| Geller Advisors LLC | 27,953 | $473.1K | 0.06% | +27,953 | New |
| CWM, LLC | 28,178 | $473.0K | 0.00% | +6,326+28.9% | Added |
| Abacus Planning Group, Inc. | 27,253 | $457.9K | 0.11% | −1,911−6.6% | Reduced |
| Wealthfront Advisers LLC | 27,214 | $457.2K | 0.00% | +796+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 26,766 | $449.7K | 0.30% | +393+1.5% | Added |
| Cohen Klingenstein LLC | 26,200 | $440.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,173 | $439.7K | 0.00% | +6,781+35.0% | Added |
| Savant Capital, LLC | 25,966 | $436.2K | 0.01% | −2,003−7.2% | Reduced |
| Sanders Morris Harris LLC | 26,000 | $434.5K | 0.10% | +26,000 | New |
| CAPROCK Group, Inc. | 25,518 | $431.8K | 0.03% | −1,120−4.2% | Reduced |
| Grassi Investment Management | 25,600 | $430.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 25,424 | $427.1K | 0.01% | −658−2.5% | Reduced |
| Mission Wealth Management, LP | 25,388 | $426.5K | 0.02% | −70.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 25,365 | $426.1K | 0.21% | +480+1.9% | Added |
| Baird Financial Group, Inc. | 25,364 | $426.1K | 0.00% | +1,547+6.5% | Added |
| Ascent Group, LLC | 23,546 | $425.5K | 0.05% | −1,137−4.6% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 25,300 | $424.9K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 25,105 | $421.8K | 0.00% | −810−3.1% | Reduced |
| Inlet Private Wealth, LLC | 25,035 | $420.6K | 0.11% | −300−1.2% | Reduced |
| Whittier Trust Co | 24,963 | $419.1K | 0.01% | +492+2.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,941 | $419.0K | 0.12% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 24,686 | $414.7K | 0.19% | −515−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,523 | $412.0K | 0.01% | −4,400−15.2% | Reduced |
| Edgestream Partners, L.P. | 24,437 | $410.5K | 0.04% | −17,465−41.7% | Reduced |
| Montgomery Investment Management Inc | 24,250 | $407.4K | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 24,233 | $407.1K | 0.00% | −37,890−61.0% | Reduced |
| Profund Advisors LLC | 24,177 | $406.2K | 0.02% | +6,606+37.6% | Added |
| Bailard, Inc. | 24,079 | $404.5K | 0.01% | +485+2.1% | Added |
| Everence Capital Management Inc | 27,900 | $402.0K | 0.03% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 23,568 | $396.0K | 0.20% | −136−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 23,435 | $394.0K | 0.03% | +117+0.5% | Added |
| Apollon Wealth Management, LLC | 23,083 | $387.8K | 0.02% | +12,150+111.1% | Added |
| Carret Asset Management, LLC | 22,850 | $383.9K | 0.05% | −2,033−8.2% | Reduced |
| Clarius Group, LLC | 22,779 | $382.7K | 0.03% | +88+0.4% | Added |
| SYSTM Wealth Solutions LLC | 22,501 | $378.0K | 0.05% | +502+2.3% | Added |
| ZRC Wealth Management, LLC | 22,494 | $377.9K | 0.32% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 22,305 | $374.7K | 0.04% | +1,793+8.7% | Added |
| Kestra Private Wealth Services, LLC | 22,289 | $374.5K | 0.01% | −35,362−61.3% | Reduced |
| EP Wealth Advisors, LLC | 19,961 | $373.0K | 0.01% | −257,728−92.8% | Reduced |
| Fox Run Management, L.L.C. | 22,172 | $372.5K | 0.10% | +22,172 | New |
| Western Wealth Management, LLC | 21,884 | $367.6K | 0.03% | +1,128+5.4% | Added |
| Neville Rodie & Shaw Inc | 21,800 | $366.0K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 21,669 | $364.0K | 0.04% | −440−2.0% | Reduced |
| Sawtooth Solutions, LLC | 21,607 | $363.0K | 0.01% | +773+3.7% | Added |
| Bleakley Financial Group, LLC | 21,607 | $363.0K | 0.01% | +777+3.7% | Added |
| Huntington National Bank | 21,436 | $360.1K | 0.00% | −417−1.9% | Reduced |
| First National Bank & Trust Co of Newtown | 21,424 | $359.7K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Designers | 21,082 | $354.2K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 20,964 | $352.2K | 0.03% | −5,000−19.3% | Reduced |
| Coldstream Capital Management Inc | 20,904 | $351.2K | 0.01% | −539−2.5% | Reduced |
| Agf Management Ltd | 20,740 | $348.4K | 0.00% | −229,286−91.7% | Reduced |
| Forum Financial Management, LP | 20,581 | $345.8K | 0.01% | +80+0.4% | Added |
| Smithfield Trust Co | 20,489 | $344.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,389 | $342.5K | 0.00% | −18,200−47.2% | Reduced |
| Blueprint Investment Partners LLC | 20,270 | $340.5K | 0.12% | +8,950+79.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,260 | $340.4K | 0.01% | −2,131−9.5% | Reduced |
| Silvercrest Asset Management Group LLC | 20,106 | $337.8K | 0.00% | +281+1.4% | Added |
| Laffer Tengler Investments | 20,061 | $337.0K | 0.09% | +67+0.3% | Added |
| Cambridge Trust Co | 20,059 | $337.0K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $336.0K | 0.12% | 00.0% | Unchanged |
| Needham Investment Management LLC | 20,000 | $336.0K | 0.06% | +2,500+14.3% | Added |
| Checchi Capital Advisers, LLC | 19,832 | $333.2K | 0.03% | +1,394+7.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 19,570 | $328.8K | 0.11% | −190−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 19,493 | $327.5K | 0.09% | −1,156−5.6% | Reduced |
| Capital Investment Counsel, Inc | 19,450 | $326.8K | 0.06% | +520+2.7% | Added |
| Wendell David Associates Inc | 19,200 | $323.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,146 | $321.7K | 0.01% | +22+0.1% | Added |
| BSW Wealth Partners | 18,932 | $318.1K | 0.07% | −362−1.9% | Reduced |
| Horizon Investments, LLC | 18,793 | $315.7K | 0.01% | +1,322+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 18,780 | $315.5K | 0.00% | +141+0.8% | Added |
| Verity Asset Management, Inc. | 18,657 | $313.4K | 0.23% | +7,365+65.2% | Added |
| Brookstone Capital Management | 18,471 | $311.6K | 0.01% | −46−0.2% | Reduced |
| Private Trust Co NA | 18,498 | $310.8K | 0.04% | +1,101+6.3% | Added |
| Cowa, LLC | 18,459 | $310.1K | 0.20% | −477−2.5% | Reduced |
| Brighton Jones LLC | 18,296 | $307.4K | 0.02% | +1,846+11.2% | Added |
| Veriti Management LLC | 18,278 | $307.1K | 0.03% | +2,008+12.3% | Added |
| Ellevest, Inc. | 18,177 | $305.4K | 0.02% | +199+1.1% | Added |
| Evergreen Capital Management LLC | 17,819 | $300.9K | 0.01% | +2,498+16.3% | Added |