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, 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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 20,024 | $339.8K | 0.07% | 00.0% | Unchanged |
| Groupama Asset Managment | 39,804 | $340.0K | 0.01% | +39,804 | New |
| TCG Advisory Services, LLC | 20,059 | $340.6K | 0.02% | +20,059 | New |
| Coldstream Capital Management Inc | 20,088 | $341.1K | 0.01% | −114−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 20,114 | $341.5K | 0.01% | −17,765−46.9% | Reduced |
| Graypoint LLC | 20,184 | $342.7K | 0.03% | +2,071+11.4% | Added |
| Smithfield Trust Co | 20,489 | $347.0K | 0.02% | 00.0% | Unchanged |
| TCW Group Inc | 20,277 | $348.2K | 0.00% | +20,277 | New |
| Blueshift Asset Management, LLC | 20,579 | $349.4K | 0.19% | +20,579 | New |
| Huntington National Bank | 20,622 | $350.2K | 0.00% | +426+2.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,681 | $351.2K | 0.01% | +547+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 20,812 | $353.4K | 0.00% | +1,303+6.7% | Added |
| Silvercrest Asset Management Group LLC | 21,075 | $357.9K | 0.00% | +813+4.0% | Added |
| Strategic Wealth Designers | 21,082 | $358.0K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 21,114 | $358.5K | 0.01% | +1,533+7.8% | Added |
| SYSTM Wealth Solutions LLC | 21,099 | $360.3K | 0.05% | −1,597−7.0% | Reduced |
| CSS LLC | 21,280 | $361.3K | 0.03% | +11,000+107.0% | Added |
| Western Wealth Management, LLC | 21,335 | $362.3K | 0.03% | −490−2.2% | Reduced |
| ISAM Funds (UK) Ltd | 21,583 | $366.5K | 0.26% | +21,583 | New |
| Cetera Investment Advisers | 21,810 | $370.3K | 0.00% | −1,103−4.8% | Reduced |
| Kestra Advisory Services, LLC | 21,885 | $371.6K | 0.00% | +2,801+14.7% | Added |
| Carret Asset Management, LLC | 22,350 | $379.5K | 0.05% | −500−2.2% | Reduced |
| Rathbone Brothers plc | 22,730 | $386.0K | 0.00% | −7,675−25.2% | Reduced |
| Baird Financial Group, Inc. | 22,885 | $388.6K | 0.00% | −3,451−13.1% | Reduced |
| Premier Path Wealth Partners, LLC | 22,902 | $388.9K | 0.09% | +22,902 | New |
| ZRC Wealth Management, LLC | 22,494 | $390.7K | 0.23% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 23,031 | $391.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 23,125 | $392.7K | 0.01% | −2,000−8.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 23,424 | $397.7K | 0.01% | +10,385+79.6% | Added |
| Kestra Private Wealth Services, LLC | 23,561 | $400.1K | 0.01% | −503−2.1% | Reduced |
| Cidel Asset Management Inc | 23,650 | $401.6K | 0.02% | +23,650 | New |
| Verdence Capital Advisors LLC | 23,822 | $404.5K | 0.04% | +693+3.0% | Added |
| Signaturefd, LLC | 24,162 | $410.3K | 0.01% | −6,564−21.4% | Reduced |
| Quest Partners LLC | 24,209 | $411.1K | 0.09% | +24,209 | New |
| William Blair Investment Management, LLC | 24,472 | $415.5K | 0.00% | −444−1.8% | Reduced |
| Whittier Trust Co | 24,649 | $418.3K | 0.01% | −338−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 24,686 | $419.2K | 0.17% | 00.0% | Unchanged |
| Empowered Funds, LLC | 24,776 | $420.7K | 0.01% | +3,722+17.7% | Added |
| Apollon Wealth Management, LLC | 24,828 | $421.6K | 0.01% | +1,937+8.5% | Added |
| Greenleaf Trust | 24,896 | $422.7K | 0.00% | −6,459−20.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 24,941 | $423.5K | 0.11% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 24,950 | $423.7K | 0.13% | +700+2.9% | Added |
| Great Lakes Advisors, LLC | 24,977 | $424.1K | 0.00% | −136,467−84.5% | Reduced |
| Inlet Private Wealth, LLC | 25,035 | $425.1K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 25,165 | $427.3K | 0.01% | −3,368−11.8% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 25,300 | $429.6K | 0.07% | 00.0% | Unchanged |
| Grassi Investment Management | 25,600 | $435.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 25,778 | $438.0K | 0.01% | −398−1.5% | Reduced |
| Assetmark, Inc | 25,929 | $440.3K | 0.00% | −1,527−5.6% | Reduced |
| Cohen Klingenstein LLC | 26,200 | $444.9K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 26,205 | $445.0K | 0.12% | +2,135+8.9% | Added |
| Versor Investments LP | 26,355 | $447.5K | 0.09% | +14,569+123.6% | Added |
| Geller Advisors LLC | 26,349 | $450.8K | 0.04% | −453−1.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 26,653 | $452.6K | 0.19% | +575+2.2% | Added |
| Abacus Planning Group, Inc. | 26,901 | $456.8K | 0.10% | −352−1.3% | Reduced |
| Synovus Financial Corp | 26,903 | $456.8K | 0.01% | +449+1.7% | Added |
| Sanders Morris Harris LLC | 26,000 | $460.9K | 0.23% | 00.0% | Unchanged |
| Sage Advisors, LLC | 27,181 | $461.5K | 0.46% | +27,181 | New |
| Needham Investment Management LLC | 27,500 | $466.9K | 0.06% | +2,500+10.0% | Added |
| Profund Advisors LLC | 27,597 | $468.6K | 0.02% | +6,139+28.6% | Added |
| PDT Partners, LLC | 27,701 | $470.4K | 0.05% | +27,701 | New |
| MidWestOne Financial Group, Inc. | 28,035 | $476.0K | 0.09% | +18+0.1% | Added |
| V-Square Quantitative Management LLC | 28,571 | $485.1K | 0.12% | +5,751+25.2% | Added |
| Twin Capital Management Inc | 28,613 | $485.8K | 0.06% | −887−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,660 | $486.6K | 0.00% | +28,660 | New |
| Nomura Holdings Inc | 28,941 | $491.4K | 0.00% | +28,941 | New |
| Coco Enterprises, LLC | 29,000 | $492.4K | 0.36% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 29,400 | $499.2K | 0.08% | −100−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 30,000 | $509.4K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 30,152 | $512.0K | 0.01% | +30,152 | New |
| Cacti Asset Management LLC | 30,000 | $512.7K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 30,192 | $513.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 30,156 | $515.9K | 0.03% | +832+2.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 30,413 | $516.4K | 0.24% | +40+0.1% | Added |
| Public Sector Pension Investment Board | 30,528 | $518.4K | 0.00% | −107,816−77.9% | Reduced |
| Investors Asset Management of Georgia Inc | 30,677 | $520.9K | 0.26% | −249−0.8% | Reduced |
| Symmetry Partners, LLC | 30,500 | $524.0K | 0.03% | −6,698−18.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 31,196 | $529.7K | 0.32% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 31,373 | $532.7K | 0.13% | −110.0% | Reduced |
| FJ Investments, LLC | 31,401 | $533.2K | 0.03% | +31,401 | New |
| Occudo Quantitative Strategies LP | 31,795 | $539.9K | 0.07% | −38,319−54.7% | Reduced |
| ClearAlpha Technologies LP | 32,273 | $548.0K | 0.21% | +32,273 | New |
| Fifth Third Bancorp | 32,487 | $551.6K | 0.00% | −266−0.8% | Reduced |
| EP Wealth Advisors, LLC | 32,810 | $557.1K | 0.01% | +11,420+53.4% | Added |
| Veriti Management LLC | 33,322 | $565.8K | 0.05% | +6,246+23.1% | Added |
| CWM, LLC | 33,880 | $575.0K | 0.00% | +2,721+8.7% | Added |
| Balentine LLC | 33,965 | $576.7K | 0.02% | −8,396−19.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,539 | $586.5K | 0.06% | +34,539 | New |
| Bailard, Inc. | 34,828 | $591.4K | 0.02% | +4,306+14.1% | Added |
| Tokio Marine Asset Management Co Ltd | 35,713 | $606.4K | 0.03% | +2,266+6.8% | Added |
| IMC-Chicago, LLC | 35,734 | $606.8K | 0.02% | −5,090−12.5% | Reduced |
| Sherbrooke Park Advisers LLC | 35,970 | $610.8K | 0.29% | −8,629−19.3% | Reduced |
| Bessemer Group Inc | 36,632 | $622.0K | 0.00% | −5,725−13.5% | Reduced |
| Boston Private Wealth LLC | 36,744 | $623.9K | 0.02% | −872−2.3% | Reduced |
| Capital Investment Counsel, Inc | 37,269 | $632.8K | 0.11% | +17,800+91.4% | Added |
| Sawtooth Solutions, LLC | 37,292 | $633.2K | 0.02% | +15,683+72.6% | Added |
| Bleakley Financial Group, LLC | 37,335 | $633.9K | 0.02% | +15,726+72.8% | Added |
| Buckingham Strategic Wealth, LLC | 37,771 | $641.4K | 0.01% | −4,651−11.0% | Reduced |
| HAP Trading, LLC | 38,580 | $655.1K | 0.19% | +38,580 | New |
| Machina Capital S.A.S. | 39,151 | $664.8K | 0.43% | +39,151 | New |