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, 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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 36,886 | $640.7K | 0.02% | −175−0.5% | Reduced |
| Covestor Ltd | 36,829 | $639.0K | 0.48% | +486+1.3% | Added |
| Affinity Investment Advisors, LLC | 35,239 | $612.1K | 0.40% | −10,514−23.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 33,447 | $581.0K | 0.04% | +3,686+12.4% | Added |
| Fifth Third Bancorp | 32,753 | $568.9K | 0.00% | +3,956+13.7% | Added |
| Beacon Pointe Advisors, LLC | 32,258 | $560.3K | 0.01% | +16,172+100.5% | Added |
| Agf Management Ltd | 32,165 | $558.7K | 0.00% | +11,425+55.1% | Added |
| Avantax Advisory Services, Inc. | 31,767 | $551.8K | 0.01% | +16,653+110.2% | Added |
| Contravisory Investment Management, Inc. | 31,384 | $545.1K | 0.15% | +100.0% | Added |
| Greenleaf Trust | 31,355 | $544.6K | 0.01% | +6,250+24.9% | Added |
| Fortitude Advisory Group L.L.C. | 31,196 | $541.9K | 0.37% | 00.0% | Unchanged |
| CWM, LLC | 31,159 | $541.0K | 0.00% | +2,981+10.6% | Added |
| Investors Asset Management of Georgia Inc | 30,926 | $539.8K | 0.30% | +126+0.4% | Added |
| Fiera Capital Corp | 30,800 | $535.0K | 0.00% | +800+2.7% | Added |
| Wealth Architects, LLC | 30,748 | $534.1K | 0.09% | −254−0.8% | Reduced |
| Signaturefd, LLC | 30,726 | $533.7K | 0.01% | −1,655−5.1% | Reduced |
| Bailard, Inc. | 30,522 | $530.2K | 0.02% | +6,443+26.8% | Added |
| Rathbone Brothers plc | 30,405 | $528.1K | 0.00% | +20,205+198.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 30,373 | $527.6K | 0.26% | +39+0.1% | Added |
| SOL Capital Management CO | 30,192 | $524.0K | 0.08% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 30,000 | $521.1K | 0.08% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 30,000 | $521.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 29,324 | $512.8K | 0.04% | +3,806+14.9% | Added |
| Twin Capital Management Inc | 29,500 | $512.4K | 0.07% | −1,838−5.9% | Reduced |
| John G Ullman & Associates Inc | 29,500 | $512.4K | 0.08% | −700−2.3% | Reduced |
| True North Advisors, LLC | 29,011 | $503.9K | 0.16% | −26,110−47.4% | Reduced |
| Coco Enterprises, LLC | 29,000 | $503.7K | 0.40% | 00.0% | Unchanged |
| Savant Capital, LLC | 28,533 | $495.6K | 0.01% | +2,567+9.9% | Added |
| UG Investment Advisers Ltd. | 28,409 | $493.5K | 0.09% | +28,409 | New |
| Acadian Asset Management LLC | 28,239 | $489.0K | 0.00% | −280,462−90.9% | Reduced |
| Wealthfront Advisers LLC | 28,024 | $486.8K | 0.00% | +810+3.0% | Added |
| MidWestOne Financial Group, Inc. | 28,017 | $486.7K | 0.11% | −2,201−7.3% | Reduced |
| Ibex Wealth Advisors | 27,745 | $482.0K | 0.12% | +27,745 | New |
| Assetmark, Inc | 27,456 | $476.9K | 0.00% | −757−2.7% | Reduced |
| Abacus Planning Group, Inc. | 27,253 | $473.4K | 0.12% | 00.0% | Unchanged |
| Veriti Management LLC | 27,076 | $470.3K | 0.05% | +8,798+48.1% | Added |
| Geller Advisors LLC | 26,802 | $468.8K | 0.05% | −1,151−4.1% | Reduced |
| Synovus Financial Corp | 26,454 | $459.5K | 0.01% | −2,114−7.4% | Reduced |
| Baird Financial Group, Inc. | 26,336 | $457.5K | 0.00% | +972+3.8% | Added |
| Qtron Investments LLC | 26,234 | $455.7K | 0.09% | +26,234 | New |
| Cohen Klingenstein LLC | 26,200 | $455.1K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 26,176 | $455.0K | 0.02% | −4,466−14.6% | Reduced |
| Sanders Morris Harris LLC | 26,000 | $453.7K | 0.09% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 26,078 | $453.0K | 0.22% | +713+2.8% | Added |
| Chicago Trust Co NA | 25,929 | $450.4K | 0.11% | +25,929 | New |
| Grassi Investment Management | 25,600 | $445.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,446 | $442.0K | 0.01% | +923+3.8% | Added |
| Teewinot Capital Advisers, L.L.C. | 25,300 | $439.5K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 25,125 | $436.4K | 0.01% | −299−1.2% | Reduced |
| Inlet Private Wealth, LLC | 25,035 | $434.9K | 0.14% | 00.0% | Unchanged |
| Needham Investment Management LLC | 25,000 | $434.3K | 0.07% | +5,000+25.0% | Added |
| Whittier Trust Co | 24,987 | $433.8K | 0.01% | +24+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,941 | $433.2K | 0.13% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 24,916 | $432.8K | 0.00% | +8,913+55.7% | Added |
| Argonautica Private Wealth Management, Inc | 24,686 | $428.8K | 0.19% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 24,250 | $421.2K | 0.15% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 24,070 | $418.0K | 0.12% | +502+2.1% | Added |
| Kestra Private Wealth Services, LLC | 24,064 | $418.0K | 0.01% | +1,775+8.0% | Added |
| Wolverine Trading, LLC | 23,458 | $407.5K | 0.00% | −67,898−74.3% | Reduced |
| Verdence Capital Advisors LLC | 23,129 | $401.7K | 0.04% | +824+3.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 23,031 | $400.0K | 0.02% | +7,890+52.1% | Added |
| Cetera Investment Advisers | 22,913 | $398.0K | 0.00% | −3,260−12.5% | Reduced |
| Apollon Wealth Management, LLC | 22,891 | $397.6K | 0.02% | −192−0.8% | Reduced |
| Carret Asset Management, LLC | 22,850 | $396.9K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 22,820 | $396.4K | 0.17% | +12,691+125.3% | Added |
| SYSTM Wealth Solutions LLC | 22,696 | $394.2K | 0.06% | +195+0.9% | Added |
| ZRC Wealth Management, LLC | 22,494 | $390.7K | 0.34% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 21,825 | $379.1K | 0.03% | −59−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 21,788 | $378.0K | 0.03% | −12−0.1% | Reduced |
| Wakefield Asset Management LLLP | 21,696 | $376.9K | 0.17% | +21,696 | New |
| 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 |
| Burke & Herbert Bank & Trust Co | 21,477 | $373.1K | 0.30% | −5,289−19.8% | Reduced |
| Profund Advisors LLC | 21,458 | $372.7K | 0.02% | −2,719−11.2% | Reduced |
| Credit Agricole S A | 21,391 | $371.6K | 0.01% | +9,496+79.8% | Added |
| EP Wealth Advisors, LLC | 21,390 | $371.5K | 0.01% | +1,429+7.2% | Added |
| Checchi Capital Advisers, LLC | 21,240 | $368.9K | 0.03% | +1,408+7.1% | Added |
| Strategic Wealth Designers | 21,082 | $366.2K | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,054 | $365.7K | 0.01% | +3,742+21.6% | Added |
| Guyasuta Investment Advisors Inc | 20,964 | $364.1K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 20,489 | $357.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 20,540 | $356.8K | 0.11% | +270+1.3% | Added |
| Dark Forest Capital Management LP | 20,450 | $355.2K | 0.03% | +20,450 | New |
| Silvercrest Asset Management Group LLC | 20,262 | $352.0K | 0.00% | +156+0.8% | Added |
| Coldstream Capital Management Inc | 20,202 | $350.9K | 0.01% | −702−3.4% | Reduced |
| Huntington National Bank | 20,196 | $350.8K | 0.00% | −1,240−5.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,134 | $349.7K | 0.01% | −126−0.6% | Reduced |
| Cambridge Trust Co | 20,059 | $348.4K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 20,024 | $347.6K | 0.08% | −1,400−6.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $347.4K | 0.13% | 00.0% | Unchanged |
| Magnetar Financial LLC | 19,973 | $346.9K | 0.01% | +19,973 | New |
| Horizon Investments, LLC | 19,913 | $345.9K | 0.01% | +1,120+6.0% | Added |
| Forum Financial Management, LP | 19,581 | $340.1K | 0.01% | −1,000−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,509 | $338.9K | 0.00% | +729+3.9% | Added |
| Capital Investment Counsel, Inc | 19,469 | $338.2K | 0.07% | +19+0.1% | Added |
| Wendell David Associates Inc | 19,200 | $334.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,084 | $331.5K | 0.00% | −1,305−6.4% | Reduced |
| Caxton Associates LP | 18,963 | $329.4K | 0.05% | +18,963 | New |
| Clarius Group, LLC | 18,709 | $325.0K | 0.03% | −4,070−17.9% | Reduced |
| Meeder Advisory Services, Inc. | 18,679 | $324.5K | 0.04% | −2,990−13.8% | Reduced |