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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 18,673 | $324.4K | 0.04% | +175+0.9% | Added |
| Fund Management at Engine No. 1 LLC | 18,472 | $320.9K | 0.05% | +1,596+9.5% | Added |
| Lebenthal Global Advisors, LLC | 18,338 | $318.5K | 0.10% | −1,155−5.9% | Reduced |
| Cowa, LLC | 18,285 | $317.6K | 0.21% | −174−0.9% | Reduced |
| Park Avenue Securities LLC | 18,166 | $316.0K | 0.00% | +483+2.7% | Added |
| Graypoint LLC | 18,113 | $314.6K | 0.03% | +2,214+13.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 18,060 | $313.7K | 0.11% | −1,510−7.7% | Reduced |
| Evergreen Capital Management LLC | 17,897 | $313.0K | 0.01% | +78+0.4% | Added |
| Ameritas Investment Partners, Inc. | 17,889 | $310.7K | 0.01% | −1,257−6.6% | Reduced |
| Ellevest, Inc. | 17,815 | $309.5K | 0.02% | −362−2.0% | Reduced |
| Meridian Investment Counsel Inc. | 17,738 | $308.1K | 0.12% | 00.0% | Unchanged |
| Colony Group LLC | 17,626 | $306.0K | 0.00% | +20.0% | Added |
| Werba Rubin Papier Wealth Management | 17,267 | $300.5K | 0.11% | +649+3.9% | Added |
| One Wealth Advisors, LLC | 17,038 | $296.0K | 0.07% | −12,590−42.5% | Reduced |
| Zacks Investment Management | 16,915 | $293.8K | 0.00% | +1,990+13.3% | Added |
| Global Retirement Partners, LLC | 16,954 | $288.4K | 0.01% | −540−3.1% | Reduced |
| Mma Asset Management LLC | 16,535 | $287.2K | 0.17% | −37−0.2% | Reduced |
| Brookstone Capital Management | 17,576 | $286.5K | 0.01% | −895−4.8% | Reduced |
| Huber Capital Management LLC | 16,471 | $286.1K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 16,392 | $284.7K | 0.00% | +16,392 | New |
| Stratos Wealth Partners, LTD. | 16,382 | $284.6K | 0.01% | +16,382 | New |
| Watershed Asset Management, L.L.C. | 16,313 | $283.4K | 0.34% | −1,406−7.9% | Reduced |
| Bahl & Gaynor Inc | 16,108 | $279.8K | 0.00% | −140−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,073 | $279.2K | 0.05% | +16,073 | New |
| Kathmere Capital Management, LLC | 16,052 | $278.8K | 0.04% | −55−0.3% | Reduced |
| Belpointe Asset Management LLC | 16,049 | $278.8K | 0.03% | +16,049 | New |
| Lake Street Financial LLC | 15,783 | $278.3K | 0.05% | +3,735+31.0% | Added |
| Umb Bank N A | 15,938 | $276.8K | 0.00% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 15,800 | $274.4K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,519 | $271.4K | 0.01% | +4,618+42.4% | Added |
| CIBC Private Wealth Group, LLC | 15,601 | $271.0K | 0.00% | +15,601 | New |
| Spartan Planning & Wealth Management | 15,528 | $269.7K | 0.32% | +15,528 | New |
| Bradley Foster & Sargent Inc | 16,033 | $269.4K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,339 | $266.4K | 0.00% | −890−5.5% | Reduced |
| Harbor Capital Advisors, Inc. | 15,331 | $266.3K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,054 | $262.4K | 0.00% | −175−1.1% | Reduced |
| David R. Rahn & Associates Inc. | 15,089 | $262.1K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 14,999 | $260.5K | 0.06% | −3,933−20.8% | Reduced |
| Trust Asset Management LLC | 14,896 | $258.7K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14,727 | $258.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14,727 | $257.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,802 | $257.1K | 0.03% | +624+4.4% | Added |
| Buckingham Strategic Partners | 14,760 | $256.4K | 0.01% | +14,760 | New |
| 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 |
| Investors Research Corp | 14,181 | $246.3K | 0.06% | −150−1.0% | Reduced |
| Spinnaker Trust | 14,135 | $245.5K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,115 | $245.2K | 0.01% | +730+5.5% | Added |
| Cornercap Investment Counsel Inc | 13,956 | $242.4K | 0.04% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 13,887 | $241.2K | 0.07% | −2,670−16.1% | Reduced |
| MBM Wealth Consultants, LLC | 14,607 | $240.7K | 0.10% | +715+5.1% | Added |
| Cigna Investments Inc | 13,724 | $238.0K | 0.05% | −1,768−11.4% | Reduced |
| Patten & Patten Inc | 13,673 | $237.5K | 0.02% | +13,673 | New |
| Driehaus Capital Management LLC | 13,465 | $233.9K | 0.00% | +13,465 | New |
| NEOS Investment Management LLC | 13,397 | $232.7K | 0.03% | +13,397 | New |
| IMPACTfolio, LLC | 13,258 | $230.3K | 0.17% | +75+0.6% | Added |
| Smith Shellnut Wilson LLC | 13,243 | $230.0K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 13,217 | $230.0K | 0.02% | −3,630−21.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,088 | $227.3K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,039 | $226.5K | 0.01% | −34,129−72.4% | Reduced |
| Auxier Asset Management | 12,940 | $224.8K | 0.04% | −81−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,934 | $224.7K | 0.00% | +2,906+29.0% | Added |
| Ci Investments Inc. | 12,908 | $224.0K | 0.00% | +9,304+258.2% | Added |
| Dumont & Blake Investment Advisors LLC | 12,826 | $223.0K | 0.08% | −304−2.3% | Reduced |
| PDS Planning, Inc | 12,781 | $222.0K | 0.03% | +835+7.0% | Added |
| Connolly Sarah T. | 12,750 | $221.5K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,607 | $219.0K | 0.01% | +301+2.4% | Added |
| Herold Advisors, Inc. | 12,604 | $218.9K | 0.07% | +189+1.5% | Added |
| Brevan Howard Capital Management LP | 12,593 | $218.7K | 0.06% | +12,593 | New |
| Moody National Bank Trust Division | 12,588 | $218.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,309 | $213.8K | 0.01% | +2,079+20.3% | Added |
| Freestone Capital Holdings, LLC | 12,301 | $213.7K | 0.01% | −410−3.2% | Reduced |
| Graham Capital Management, L.P. | 12,279 | $213.3K | 0.01% | +12,279 | New |
| Cutter & CO Brokerage, Inc. | 12,255 | $212.9K | 0.06% | −416−3.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 12,191 | $212.0K | 0.03% | −4,666−27.7% | Reduced |
| Lyell Wealth Management, LP | 12,130 | $210.7K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 12,010 | $209.0K | 0.00% | +12,010 | New |
| Atom Investors LP | 11,790 | $204.8K | 0.05% | +11,790 | New |
| Versor Investments LP | 11,786 | $204.7K | 0.04% | −77,632−86.8% | Reduced |
| E Fund Management Co., Ltd. | 11,726 | $204.0K | 0.02% | −914−7.2% | Reduced |
| Ironwood Investment Management LLC | 11,744 | $204.0K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,742 | $204.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,641 | $202.2K | 0.03% | +66+0.6% | Added |
| Pinnacle Financial Partners Inc | 11,535 | $200.4K | 0.01% | +11,535 | New |
| Wulff, Hansen & Co. | 11,474 | $199.3K | 0.23% | 00.0% | Unchanged |
| DFPG Investments, LLC | 12,693 | $198.3K | 0.02% | −707−5.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,282 | $196.0K | 0.02% | 00.0% | Unchanged |
| Capital Planning LLC | 11,164 | $195.3K | 0.08% | +11,164 | New |
| Sentry LLC | 11,024 | $191.5K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,005 | $191.2K | 0.01% | +11,005 | New |
| Clear Creek Financial Management, LLC | 10,999 | $191.1K | 0.03% | −34−0.3% | Reduced |
| Raymond James Trust N.A. | 10,963 | $190.4K | 0.01% | −2,146−16.4% | Reduced |
| Aspen Grove Capital, LLC | 10,855 | $189.9K | 0.07% | −840−7.2% | Reduced |
| Catalyst Financial Partners LLC | 10,908 | $189.5K | 0.06% | +370+3.5% | Added |
| BKD Wealth Advisors, LLC | 10,760 | $186.9K | 0.01% | −200−1.8% | Reduced |
| Peninsula Wealth, LLC | 12,207 | $185.5K | 0.04% | +315+2.6% | Added |
| Burney Co | 10,605 | $184.2K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10,556 | $183.4K | 0.04% | +196+1.9% | Added |
| Atlantic Union Bankshares Corp | 10,330 | $179.4K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 10,280 | $178.6K | 0.01% | +10,280 | New |