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, Q3 2023
Institutional positions in Hewlett Packard Enterprise Co as of Sep 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
- 859
- +15 vs. Q2 2023
- Shares held
- 1.05B
- −1.21M (−0.1%) vs. Q2 2023
- Total value
- $18.3B
- +$594.7M (+3.4%) vs. Q2 2023
- New holders
- 81
- 317 more added
- Sold out
- 66
- 268 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 40 | $0 | 0.00% | +40 | New |
| Laurel Wealth Advisors LLC | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $122 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 8 | $139 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 10 | $167 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $191 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $193 | 0.00% | −4−23.5% | Reduced |
| Semmax Financial Advisors Inc. | 14 | $226 | 0.00% | +14 | New |
| Carolina Wealth Advisors, LLC | 15 | $260 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 15 | $261 | 0.00% | +15 | New |
| Baldwin Brothers Inc | 17 | $295 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $348 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $383 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $434 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $782 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $869 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 79 | $1.22K | 0.00% | −86−52.1% | Reduced |
| Trifecta Capital Advisors, LLC | 71 | $1.23K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 75 | $1.30K | 0.00% | +75 | New |
| Tfo-TDC, LLC | 81 | $1.36K | 0.00% | +60+285.7% | Added |
| M&R Capital Management Inc | 80 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 89 | $1.54K | 0.00% | +1+1.1% | Added |
| Motco | 90 | $1.56K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $1.74K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 106 | $1.84K | 0.00% | +1+1.0% | Added |
| Creative Capital Management Investments LLC | 106 | $1.84K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 113 | $1.97K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 116 | $2.02K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 119 | $2.08K | 0.00% | +1+0.8% | Added |
| Park Place Capital Corp | 121 | $2.10K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 129 | $2.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $2.26K | 0.00% | +130 | New |
| Kayne Anderson Rudnick Investment Management LLC | 146 | $2.54K | 0.00% | +120+461.5% | Added |
| USA Financial Portformulas Corp | 148 | $2.57K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 156 | $2.71K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 163 | $2.83K | 0.00% | +163 | New |
| Northwest Capital Management Inc | 172 | $2.99K | 0.00% | +92+115.0% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 145 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 187 | $3.00K | 0.00% | +187 | New |
| Ruedi Wealth Management, Inc. | 176 | $3.06K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 179 | $3.11K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 180 | $3.13K | 0.00% | +180 | New |
| TD Waterhouse Canada Inc. | 191 | $3.33K | 0.00% | +53+38.4% | Added |
| Sandy Spring Bank | 200 | $3.47K | 0.00% | −176−46.8% | Reduced |
| Focused Wealth Management, Inc | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 200 | $3.47K | 0.00% | +200 | New |
| Clear Investment Research, LLC | 208 | $3.63K | 0.01% | +1+0.5% | Added |
| Cape Investment Advisory, Inc. | 219 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 227 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 220 | $4.00K | 0.00% | +2+0.9% | Added |
| Avion Wealth | 269 | $4.00K | 0.00% | +108+67.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 237 | $4.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 245 | $4.26K | 0.00% | +162+195.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 255 | $4.43K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 259 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 274 | $4.75K | 0.00% | +1+0.4% | Added |
| Sutton Wealth Advisors Inc. | 286 | $4.97K | 0.00% | −312−52.2% | Reduced |
| Hollencrest Capital Management | 294 | $5.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 296 | $5.14K | 0.00% | −619−67.7% | Reduced |
| Kenfarb & Co. | 304 | $5.28K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 308 | $5.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 315 | $5.48K | 0.01% | +2+0.6% | Added |
| SJS Investment Consulting Inc. | 318 | $5.52K | 0.00% | +14+4.6% | Added |
| WR Wealth Planners, LLC | 331 | $5.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 334 | $5.80K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 351 | $5.90K | 0.00% | +3+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 372 | $6.46K | 0.00% | +372 | New |
| GHP Investment Advisors, Inc. | 400 | $6.59K | 0.00% | −600−60.0% | Reduced |
| Evermay Wealth Management LLC | 392 | $6.86K | 0.00% | +2+0.5% | Added |
| Optimum Investment Advisors | 400 | $6.95K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $6.95K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $6.95K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $6.95K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 420 | $7.00K | 0.00% | +420 | New |
| RFP Financial Group LLC | 404 | $7.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 411 | $7.14K | 0.01% | +3+0.7% | Added |
| Pflug Koory, LLC | 416 | $7.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 433 | $7.51K | 0.00% | +1+0.2% | Added |
| Carmel Capital Partners, LLC | 439 | $7.63K | 0.00% | +239+119.5% | Added |
| Norwood Financial Corp | 450 | $7.81K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 450 | $7.82K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 461 | $8.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 464 | $8.06K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 475 | $8.25K | 0.00% | −126−21.0% | Reduced |
| Column Capital Advisors, LLC | 500 | $8.69K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 502 | $8.72K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 527 | $9.00K | 0.00% | +16+3.1% | Added |
| Capital Advisors, Ltd. LLC | 533 | $9.00K | 0.00% | +1+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 534 | $9.28K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 551 | $9.57K | 0.00% | +505+1,097.8% | Added |
| MV Capital Management, Inc. | 552 | $9.59K | 0.00% | +73+15.2% | Added |