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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 13,088 | $227.3K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 13,217 | $230.0K | 0.02% | −3,630−21.5% | Reduced |
| Smith Shellnut Wilson LLC | 13,243 | $230.0K | 0.14% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 13,258 | $230.3K | 0.17% | +75+0.6% | Added |
| NEOS Investment Management LLC | 13,397 | $232.7K | 0.03% | +13,397 | New |
| Driehaus Capital Management LLC | 13,465 | $233.9K | 0.00% | +13,465 | New |
| Patten & Patten Inc | 13,673 | $237.5K | 0.02% | +13,673 | New |
| Cigna Investments Inc | 13,724 | $238.0K | 0.05% | −1,768−11.4% | Reduced |
| MBM Wealth Consultants, LLC | 14,607 | $240.7K | 0.10% | +715+5.1% | Added |
| Perennial Advisors, LLC | 13,887 | $241.2K | 0.07% | −2,670−16.1% | Reduced |
| Cornercap Investment Counsel Inc | 13,956 | $242.4K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,115 | $245.2K | 0.01% | +730+5.5% | Added |
| Spinnaker Trust | 14,135 | $245.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 14,181 | $246.3K | 0.06% | −150−1.0% | Reduced |
| Vantage Consulting Group Inc | 14,195 | $246.6K | 0.17% | −1,291−8.3% | Reduced |
| Syntax Advisors, LLC | 14,195 | $246.6K | 0.22% | −1,291−8.3% | Reduced |
| Buckingham Strategic Partners | 14,760 | $256.4K | 0.01% | +14,760 | New |
| Quadrant Capital Group LLC | 14,802 | $257.1K | 0.03% | +624+4.4% | Added |
| Bartlett & Co. Wealth Management LLC | 14,727 | $257.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14,727 | $258.0K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 14,896 | $258.7K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 14,999 | $260.5K | 0.06% | −3,933−20.8% | Reduced |
| David R. Rahn & Associates Inc. | 15,089 | $262.1K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,054 | $262.4K | 0.00% | −175−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 15,331 | $266.3K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,339 | $266.4K | 0.00% | −890−5.5% | Reduced |
| Bradley Foster & Sargent Inc | 16,033 | $269.4K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 15,528 | $269.7K | 0.32% | +15,528 | New |
| CIBC Private Wealth Group, LLC | 15,601 | $271.0K | 0.00% | +15,601 | New |
| Summit Trail Advisors, LLC | 15,519 | $271.4K | 0.01% | +4,618+42.4% | Added |
| Bridgecreek Investment Management, LLC | 15,800 | $274.4K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 15,938 | $276.8K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 15,783 | $278.3K | 0.05% | +3,735+31.0% | Added |
| Belpointe Asset Management LLC | 16,049 | $278.8K | 0.03% | +16,049 | New |
| Kathmere Capital Management, LLC | 16,052 | $278.8K | 0.04% | −55−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,073 | $279.2K | 0.05% | +16,073 | New |
| Bahl & Gaynor Inc | 16,108 | $279.8K | 0.00% | −140−0.9% | Reduced |
| Watershed Asset Management, L.L.C. | 16,313 | $283.4K | 0.34% | −1,406−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 16,382 | $284.6K | 0.01% | +16,382 | New |
| Tiaa Trust, National Association | 16,392 | $284.7K | 0.00% | +16,392 | New |
| Huber Capital Management LLC | 16,471 | $286.1K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 17,576 | $286.5K | 0.01% | −895−4.8% | Reduced |
| Mma Asset Management LLC | 16,535 | $287.2K | 0.17% | −37−0.2% | Reduced |
| Global Retirement Partners, LLC | 16,954 | $288.4K | 0.01% | −540−3.1% | Reduced |
| Zacks Investment Management | 16,915 | $293.8K | 0.00% | +1,990+13.3% | Added |
| One Wealth Advisors, LLC | 17,038 | $296.0K | 0.07% | −12,590−42.5% | Reduced |
| Werba Rubin Papier Wealth Management | 17,267 | $300.5K | 0.11% | +649+3.9% | Added |
| Colony Group LLC | 17,626 | $306.0K | 0.00% | +20.0% | Added |
| Meridian Investment Counsel Inc. | 17,738 | $308.1K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,815 | $309.5K | 0.02% | −362−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 17,889 | $310.7K | 0.01% | −1,257−6.6% | Reduced |
| Evergreen Capital Management LLC | 17,897 | $313.0K | 0.01% | +78+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 18,060 | $313.7K | 0.11% | −1,510−7.7% | Reduced |
| Graypoint LLC | 18,113 | $314.6K | 0.03% | +2,214+13.9% | Added |
| Park Avenue Securities LLC | 18,166 | $316.0K | 0.00% | +483+2.7% | Added |
| Cowa, LLC | 18,285 | $317.6K | 0.21% | −174−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 18,338 | $318.5K | 0.10% | −1,155−5.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 18,472 | $320.9K | 0.05% | +1,596+9.5% | Added |
| Private Trust Co NA | 18,673 | $324.4K | 0.04% | +175+0.9% | Added |
| Meeder Advisory Services, Inc. | 18,679 | $324.5K | 0.04% | −2,990−13.8% | Reduced |
| Clarius Group, LLC | 18,709 | $325.0K | 0.03% | −4,070−17.9% | Reduced |
| Caxton Associates LP | 18,963 | $329.4K | 0.05% | +18,963 | New |
| Kestra Advisory Services, LLC | 19,084 | $331.5K | 0.00% | −1,305−6.4% | Reduced |
| Wendell David Associates Inc | 19,200 | $334.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 19,469 | $338.2K | 0.07% | +19+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 19,509 | $338.9K | 0.00% | +729+3.9% | Added |
| Forum Financial Management, LP | 19,581 | $340.1K | 0.01% | −1,000−4.9% | Reduced |
| Horizon Investments, LLC | 19,913 | $345.9K | 0.01% | +1,120+6.0% | Added |
| Magnetar Financial LLC | 19,973 | $346.9K | 0.01% | +19,973 | New |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $347.4K | 0.13% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 20,024 | $347.6K | 0.08% | −1,400−6.5% | Reduced |
| Cambridge Trust Co | 20,059 | $348.4K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 20,134 | $349.7K | 0.01% | −126−0.6% | Reduced |
| Huntington National Bank | 20,196 | $350.8K | 0.00% | −1,240−5.8% | Reduced |
| Coldstream Capital Management Inc | 20,202 | $350.9K | 0.01% | −702−3.4% | Reduced |
| Silvercrest Asset Management Group LLC | 20,262 | $352.0K | 0.00% | +156+0.8% | Added |
| Dark Forest Capital Management LP | 20,450 | $355.2K | 0.03% | +20,450 | New |
| Blueprint Investment Partners LLC | 20,540 | $356.8K | 0.11% | +270+1.3% | Added |
| Smithfield Trust Co | 20,489 | $357.0K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 20,964 | $364.1K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,054 | $365.7K | 0.01% | +3,742+21.6% | Added |
| Strategic Wealth Designers | 21,082 | $366.2K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 21,240 | $368.9K | 0.03% | +1,408+7.1% | Added |
| EP Wealth Advisors, LLC | 21,390 | $371.5K | 0.01% | +1,429+7.2% | Added |
| Credit Agricole S A | 21,391 | $371.6K | 0.01% | +9,496+79.8% | Added |
| Profund Advisors LLC | 21,458 | $372.7K | 0.02% | −2,719−11.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,477 | $373.1K | 0.30% | −5,289−19.8% | Reduced |
| Sawtooth Solutions, LLC | 21,609 | $375.3K | 0.01% | +20.0% | Added |
| Bleakley Financial Group, LLC | 21,609 | $375.3K | 0.01% | +20.0% | Added |
| Wakefield Asset Management LLLP | 21,696 | $376.9K | 0.17% | +21,696 | New |
| Neville Rodie & Shaw Inc | 21,788 | $378.0K | 0.03% | −12−0.1% | Reduced |
| Western Wealth Management, LLC | 21,825 | $379.1K | 0.03% | −59−0.3% | Reduced |
| ZRC Wealth Management, LLC | 22,494 | $390.7K | 0.34% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 22,696 | $394.2K | 0.06% | +195+0.9% | Added |
| V-Square Quantitative Management LLC | 22,820 | $396.4K | 0.17% | +12,691+125.3% | Added |
| Carret Asset Management, LLC | 22,850 | $396.9K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,891 | $397.6K | 0.02% | −192−0.8% | Reduced |
| Cetera Investment Advisers | 22,913 | $398.0K | 0.00% | −3,260−12.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 23,031 | $400.0K | 0.02% | +7,890+52.1% | Added |
| Verdence Capital Advisors LLC | 23,129 | $401.7K | 0.04% | +824+3.7% | Added |