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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 11,237 | $190.8K | 0.01% | −1,370−10.9% | Reduced |
| Capital Planning LLC | 11,164 | $191.0K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,328 | $192.3K | 0.01% | +568+5.3% | Added |
| Wulff, Hansen & Co. | 11,474 | $194.8K | 0.22% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 11,615 | $197.2K | 0.00% | +80+0.7% | Added |
| North Star Investment Management Corp. | 11,691 | $198.5K | 0.02% | −51−0.4% | Reduced |
| Ironwood Investment Management LLC | 11,744 | $199.4K | 0.10% | 00.0% | Unchanged |
| Cipher Capital LP | 11,790 | $200.2K | 0.06% | +11,790 | New |
| Herold Advisors, Inc. | 11,904 | $202.1K | 0.06% | −700−5.6% | Reduced |
| Proficio Capital Partners LLC | 11,934 | $202.6K | 0.03% | +293+2.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 12,031 | $204.3K | 0.00% | +12,031 | New |
| Raymond James Trust N.A. | 12,070 | $204.9K | 0.01% | +1,107+10.1% | Added |
| TD Private Client Wealth LLC | 12,074 | $205.0K | 0.01% | +9,022+295.6% | Added |
| Peninsula Wealth, LLC | 12,273 | $208.4K | 0.04% | +66+0.5% | Added |
| Freestone Capital Holdings, LLC | 12,361 | $209.9K | 0.01% | +60+0.5% | Added |
| Impact Partnership Wealth, LLC | 12,382 | $210.2K | 0.08% | +11,402+1,163.5% | Added |
| PDS Planning, Inc | 12,445 | $211.3K | 0.02% | −336−2.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,576 | $214.0K | 0.07% | −250−1.9% | Reduced |
| Nixon Peabody Trust Co | 12,750 | $216.5K | 0.02% | +12,750 | New |
| Cutter & CO Brokerage, Inc. | 12,849 | $218.2K | 0.06% | +594+4.8% | Added |
| Smith Shellnut Wilson LLC | 12,924 | $219.4K | 0.13% | −319−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 13,011 | $220.9K | 0.01% | +13,011 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,083 | $222.1K | 0.03% | −50.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,151 | $223.3K | 0.06% | +13,151 | New |
| Umb Bank N A | 13,231 | $224.7K | 0.00% | −2,707−17.0% | Reduced |
| Avantax Planning Partners, Inc. | 13,406 | $227.6K | 0.01% | −709−5.0% | Reduced |
| True Link Financial Advisors, LLC | 13,421 | $227.9K | 0.02% | +13,421 | New |
| Lyell Wealth Management, LP | 13,428 | $228.0K | 0.03% | +1,298+10.7% | Added |
| Auxier Asset Management | 13,559 | $230.2K | 0.04% | +619+4.8% | Added |
| Ci Investments Inc. | 13,661 | $232.0K | 0.00% | +753+5.8% | Added |
| Cigna Investments Inc | 13,724 | $233.0K | 0.05% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 13,791 | $234.2K | 0.04% | −165−1.2% | Reduced |
| Perennial Advisors, LLC | 13,877 | $235.6K | 0.06% | −10−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,627 | $235.7K | 0.00% | −1,100−7.5% | Reduced |
| Bartlett & Co. LLC | 13,627 | $236.0K | 0.00% | −1,100−7.5% | Reduced |
| IMPACTfolio, LLC | 13,963 | $237.1K | 0.15% | +705+5.3% | Added |
| Spinnaker Trust | 14,135 | $240.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 14,233 | $241.7K | 0.06% | +52+0.4% | Added |
| Integrated Advisors Network LLC | 14,258 | $242.1K | 0.01% | −188,540−93.0% | Reduced |
| Vantage Consulting Group Inc | 14,430 | $245.0K | 0.16% | +235+1.7% | Added |
| Quadrant Capital Group LLC | 14,453 | $245.4K | 0.02% | −349−2.4% | Reduced |
| Lake Street Financial LLC | 14,499 | $246.2K | 0.04% | −1,284−8.1% | Reduced |
| Siemens Fonds Invest GmbH | 14,604 | $248.0K | 0.02% | +3,322+29.4% | Added |
| Seelaus Asset Management LLC | 14,694 | $249.5K | 0.24% | +14,694 | New |
| BSW Wealth Partners | 14,826 | $251.7K | 0.05% | −173−1.2% | Reduced |
| Trust Asset Management LLC | 14,896 | $252.9K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,920 | $254.3K | 0.00% | −134−0.9% | Reduced |
| RHS Financial, LLC | 14,987 | $254.5K | 0.16% | +14,987 | New |
| David R. Rahn & Associates Inc. | 15,089 | $256.2K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,119 | $256.7K | 0.00% | −1,263−7.7% | Reduced |
| CIBC Private Wealth Group, LLC | 15,288 | $259.6K | 0.00% | −313−2.0% | Reduced |
| Werba Rubin Papier Wealth Management | 15,344 | $261.0K | 0.09% | −1,923−11.1% | Reduced |
| Harbor Capital Advisors, Inc. | 15,380 | $261.2K | 0.05% | +49+0.3% | Added |
| Tiaa Trust, National Association | 15,716 | $266.9K | 0.00% | −676−4.1% | Reduced |
| Global Retirement Partners, LLC | 17,516 | $268.2K | 0.01% | +562+3.3% | Added |
| Bridgecreek Investment Management, LLC | 15,800 | $268.3K | 0.05% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 15,837 | $268.9K | 0.14% | +15,837 | New |
| Burke & Herbert Bank & Trust Co | 15,880 | $269.6K | 0.19% | −5,597−26.1% | Reduced |
| Longfellow Investment Management Co LLC | 15,936 | $270.6K | 0.07% | +15,936 | New |
| Bradley Foster & Sargent Inc | 16,007 | $271.8K | 0.01% | −26−0.2% | Reduced |
| Patten & Patten Inc | 16,173 | $274.6K | 0.02% | +2,500+18.3% | Added |
| Huber Capital Management LLC | 16,471 | $279.7K | 0.07% | 00.0% | Unchanged |
| Mma Asset Management LLC | 16,535 | $280.8K | 0.15% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,596 | $281.8K | 0.18% | +16,596 | New |
| Clarius Group, LLC | 16,665 | $283.0K | 0.02% | −2,044−10.9% | Reduced |
| Zacks Investment Management | 16,721 | $283.9K | 0.00% | −194−1.1% | Reduced |
| Cohen & Steers, Inc. | 16,697 | $284.0K | 0.00% | +4,687+39.0% | Added |
| Neville Rodie & Shaw Inc | 16,776 | $285.0K | 0.02% | −5,012−23.0% | Reduced |
| Qtron Investments LLC | 16,817 | $285.6K | 0.05% | −9,417−35.9% | Reduced |
| Brown Advisory Inc | 16,915 | $287.2K | 0.00% | +1,576+10.3% | Added |
| Balyasny Asset Management LLC | 16,932 | $287.5K | 0.00% | −1,011,811−98.4% | Reduced |
| Avantax Advisory Services, Inc. | 16,948 | $287.8K | 0.00% | −14,819−46.6% | Reduced |
| Bahl & Gaynor Inc | 17,011 | $288.8K | 0.00% | +903+5.6% | Added |
| Natixis | 17,137 | $291.0K | 0.00% | −39,952−70.0% | Reduced |
| Oldfield Partners LLP | 17,400 | $295.5K | 0.04% | +17,400 | New |
| Ellevest, Inc. | 17,553 | $298.1K | 0.02% | −262−1.5% | Reduced |
| Colony Group, LLC | 17,628 | $299.0K | 0.00% | +17,628 | New |
| Custom Index Systems, LLC | 17,612 | $299.1K | 0.19% | +17,612 | New |
| Cowa, LLC | 17,655 | $299.8K | 0.19% | −630−3.4% | Reduced |
| Meridian Investment Counsel Inc. | 17,738 | $301.2K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,951 | $304.8K | 0.00% | +17,951 | New |
| Acadian Asset Management LLC | 18,089 | $306.0K | 0.00% | −10,150−35.9% | Reduced |
| Meeder Advisory Services, Inc. | 18,024 | $306.1K | 0.04% | −655−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,065 | $306.7K | 0.01% | +176+1.0% | Added |
| Prelude Capital Management, LLC | 18,093 | $307.2K | 0.03% | +18,093 | New |
| NEOS Investment Management LLC | 18,133 | $307.9K | 0.03% | +4,736+35.4% | Added |
| Summit Trail Advisors, LLC | 18,035 | $308.2K | 0.01% | +2,516+16.2% | Added |
| Evergreen Capital Management LLC | 18,225 | $311.8K | 0.01% | +328+1.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,531 | $314.7K | 0.01% | −355,420−95.0% | Reduced |
| Skopos Labs, Inc. | 18,556 | $315.1K | 0.15% | +18,556 | New |
| HighPoint Advisor Group LLC | 18,253 | $318.0K | 0.02% | +18,253 | New |
| Caxton Associates LP | 18,963 | $322.0K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 18,980 | $322.3K | 0.07% | +642+3.5% | Added |
| Brookstone Capital Management | 18,994 | $322.5K | 0.01% | +1,418+8.1% | Added |
| Horizon Investments, LLC | 19,122 | $324.7K | 0.01% | −791−4.0% | Reduced |
| Wendell David Associates Inc | 19,200 | $326.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,612 | $333.0K | 0.00% | +1,446+8.0% | Added |
| Checchi Capital Advisers, LLC | 19,694 | $334.4K | 0.03% | −1,546−7.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $339.6K | 0.12% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 20,000 | $339.6K | 0.02% | +20,000 | New |