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, Q4 2023
Institutional positions in Hewlett Packard Enterprise Co as of Dec 31, 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
- 903
- +54 vs. Q3 2023
- Shares held
- 1.05B
- −818.6K (−0.1%) vs. Q3 2023
- Total value
- $17.8B
- −$437.1M (−2.4%) vs. Q3 2023
- New holders
- 128
- 300 more added
- Sold out
- 74
- 305 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 416 | $7.12K | 0.00% | +24+6.1% | Added |
| Private Wealth Management Group, LLC | 431 | $7.32K | 0.00% | +431 | New |
| Bogart Wealth, LLC | 433 | $7.36K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 450 | $7.64K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 450 | $7.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 464 | $7.88K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 500 | $8.00K | 0.00% | +500 | New |
| Delta Asset Management LLC | 475 | $8.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 480 | $8.15K | 0.00% | −72−13.0% | Reduced |
| Rockbridge Investment Management, LCC | 495 | $8.41K | 0.00% | +495 | New |
| Tanglewood Legacy Advisors, LLC | 502 | $8.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 520 | $8.83K | 0.00% | −79−13.2% | Reduced |
| Capital Advisors, Ltd. LLC | 533 | $9.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 534 | $9.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 555 | $9.42K | 0.00% | +555 | New |
| Boyd Watterson Asset Management LLC | 560 | $9.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 567 | $9.63K | 0.01% | +567 | New |
| Tompkins Financial Corp | 578 | $9.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 578 | $9.81K | 0.01% | +578 | New |
| Zions Bancorporation, N.A. | 585 | $9.93K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 587 | $9.96K | 0.00% | +4+0.7% | Added |
| Jones Financial Companies LLLP | 587 | $9.97K | 0.00% | +253+75.7% | Added |
| GW&K Investment Management, LLC | 561 | $10.0K | 0.00% | +34+6.5% | Added |
| Garner Asset Management Corp | 650 | $10.0K | 0.01% | +650 | New |
| Sound Income Strategies, LLC | 596 | $10.1K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 600 | $10.2K | 0.01% | +600 | New |
| SRS Capital Advisors, Inc. | 669 | $11.4K | 0.00% | +2+0.3% | Added |
| Tennessee Valley Asset Management Partners | 669 | $11.4K | 0.00% | +669 | New |
| Red Tortoise LLC | 697 | $11.8K | 0.01% | −39−5.3% | Reduced |
| Raffa Wealth Management, LLC | 704 | $12.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 700 | $12.0K | 0.01% | +700 | New |
| Global Wealth Strategies & Associates | 709 | $12.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 740 | $12.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 741 | $12.6K | 0.00% | +5+0.7% | Added |
| Criterion Capital Advisors, LLC | 758 | $12.9K | 0.01% | +758 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 764 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 749 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 787 | $13.4K | 0.01% | +787 | New |
| S.A. Mason LLC | 794 | $13.5K | 0.01% | +794 | New |
| Park Circle Co | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 820 | $13.9K | 0.01% | −71−8.0% | Reduced |
| TFC Financial Management | 824 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 827 | $14.0K | 0.00% | +827 | New |
| First Community Trust NA | 850 | $14.4K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 918 | $15.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 925 | $15.7K | 0.01% | +925 | New |
| Caldwell Trust Co | 928 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 931 | $15.8K | 0.01% | +7+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 932 | $15.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 955 | $16.0K | 0.00% | −2,474−72.1% | Reduced |
| Tidemark, LLC | 948 | $16.1K | 0.01% | +948 | New |
| WFA Asset Management Corp | 967 | $16.4K | 0.01% | +7+0.7% | Added |
| Abich Financial Wealth Management LLC | 968 | $16.4K | 0.02% | +968 | New |
| Glass Jacobson Investment Advisors llc | 971 | $16.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 994 | $16.9K | 0.01% | +54+5.7% | Added |
| Grayhawk Investment Strategies Inc. | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,005 | $17.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,029 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,044 | $18.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,066 | $18.1K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,080 | $18.3K | 0.01% | +1,080 | New |
| Venturi Wealth Management, LLC | 1,097 | $18.6K | 0.00% | +215+24.4% | Added |
| Gradient Investments LLC | 1,112 | $18.9K | 0.00% | +200+21.9% | Added |
| Washington Trust Co | 1,160 | $19.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,200 | $20.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,209 | $20.5K | 0.01% | +8+0.7% | Added |
| First Pacific Financial | 1,216 | $20.6K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,290 | $21.0K | 0.00% | −7,792−85.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,224 | $21.0K | 0.00% | +1,112+992.9% | Added |
| Union Savings Bank | 1,263 | $21.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,271 | $21.6K | 0.00% | −325−20.4% | Reduced |
| Beacon Capital Management, LLC | 1,266 | $22.0K | 0.01% | −101−7.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,352 | $23.2K | 0.00% | +1,161+607.9% | Added |
| Rosenberg Matthew Hamilton | 1,428 | $24.2K | 0.01% | +767+116.0% | Added |
| JFS Wealth Advisors, LLC | 1,443 | $24.5K | 0.00% | +92+6.8% | Added |
| Prestige Wealth Management Group LLC | 1,459 | $25.0K | 0.01% | +1+0.1% | Added |
| Coston, McIsaac & Partners | 1,523 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,570 | $25.1K | 0.00% | −23−1.4% | Reduced |
| IFP Advisors, Inc | 1,485 | $25.2K | 0.00% | −1,362−47.8% | Reduced |
| Ancora Advisors, LLC | 1,495 | $25.4K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,500 | $25.5K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,896 | $32.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,897 | $32.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,885 | $32.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,900 | $32.3K | 0.01% | +1,900 | New |
| McIlrath & Eck, LLC | 1,910 | $32.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,961 | $33.4K | 0.00% | +1,261+180.1% | Added |
| NBC Securities, Inc. | 2,052 | $34.0K | 0.00% | −997−32.7% | Reduced |
| Valley National Advisers Inc | 2,057 | $34.0K | 0.01% | +194+10.4% | Added |
| Johnson Financial Group, Inc. | 2,022 | $34.6K | 0.00% | +2,022 | New |
| Eagle Bay Advisors LLC | 2,076 | $35.3K | 0.02% | +35+1.7% | Added |