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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 20,059 | $340.6K | 0.02% | +20,059 | New |
| Groupama Asset Managment | 39,804 | $340.0K | 0.01% | +39,804 | New |
| First National Bank & Trust Co of Newtown | 20,024 | $339.8K | 0.07% | 00.0% | Unchanged |
| 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 |
| Checchi Capital Advisers, LLC | 19,694 | $334.4K | 0.03% | −1,546−7.3% | Reduced |
| Park Avenue Securities LLC | 19,612 | $333.0K | 0.00% | +1,446+8.0% | Added |
| Wendell David Associates Inc | 19,200 | $326.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 19,122 | $324.7K | 0.01% | −791−4.0% | Reduced |
| Brookstone Capital Management | 18,994 | $322.5K | 0.01% | +1,418+8.1% | Added |
| Lebenthal Global Advisors, LLC | 18,980 | $322.3K | 0.07% | +642+3.5% | Added |
| Caxton Associates LP | 18,963 | $322.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 18,253 | $318.0K | 0.02% | +18,253 | New |
| Skopos Labs, Inc. | 18,556 | $315.1K | 0.15% | +18,556 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,531 | $314.7K | 0.01% | −355,420−95.0% | Reduced |
| Evergreen Capital Management LLC | 18,225 | $311.8K | 0.01% | +328+1.8% | Added |
| Summit Trail Advisors, LLC | 18,035 | $308.2K | 0.01% | +2,516+16.2% | Added |
| NEOS Investment Management LLC | 18,133 | $307.9K | 0.03% | +4,736+35.4% | Added |
| Prelude Capital Management, LLC | 18,093 | $307.2K | 0.03% | +18,093 | New |
| Ameritas Investment Partners, Inc. | 18,065 | $306.7K | 0.01% | +176+1.0% | Added |
| Meeder Advisory Services, Inc. | 18,024 | $306.1K | 0.04% | −655−3.5% | Reduced |
| Acadian Asset Management LLC | 18,089 | $306.0K | 0.00% | −10,150−35.9% | Reduced |
| Sequoia Financial Advisors, LLC | 17,951 | $304.8K | 0.00% | +17,951 | New |
| Meridian Investment Counsel Inc. | 17,738 | $301.2K | 0.10% | 00.0% | Unchanged |
| Cowa, LLC | 17,655 | $299.8K | 0.19% | −630−3.4% | Reduced |
| Custom Index Systems, LLC | 17,612 | $299.1K | 0.19% | +17,612 | New |
| Colony Group, LLC | 17,628 | $299.0K | 0.00% | +17,628 | New |
| Ellevest, Inc. | 17,553 | $298.1K | 0.02% | −262−1.5% | Reduced |
| Oldfield Partners LLP | 17,400 | $295.5K | 0.04% | +17,400 | New |
| Natixis | 17,137 | $291.0K | 0.00% | −39,952−70.0% | Reduced |
| Bahl & Gaynor Inc | 17,011 | $288.8K | 0.00% | +903+5.6% | Added |
| Avantax Advisory Services, Inc. | 16,948 | $287.8K | 0.00% | −14,819−46.6% | Reduced |
| Balyasny Asset Management LLC | 16,932 | $287.5K | 0.00% | −1,011,811−98.4% | Reduced |
| Brown Advisory Inc | 16,915 | $287.2K | 0.00% | +1,576+10.3% | Added |
| Qtron Investments LLC | 16,817 | $285.6K | 0.05% | −9,417−35.9% | Reduced |
| Neville Rodie & Shaw Inc | 16,776 | $285.0K | 0.02% | −5,012−23.0% | Reduced |
| Cohen & Steers, Inc. | 16,697 | $284.0K | 0.00% | +4,687+39.0% | Added |
| Zacks Investment Management | 16,721 | $283.9K | 0.00% | −194−1.1% | Reduced |
| Clarius Group, LLC | 16,665 | $283.0K | 0.02% | −2,044−10.9% | Reduced |
| Verity Asset Management, Inc. | 16,596 | $281.8K | 0.18% | +16,596 | New |
| Mma Asset Management LLC | 16,535 | $280.8K | 0.15% | 00.0% | Unchanged |
| Huber Capital Management LLC | 16,471 | $279.7K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 16,173 | $274.6K | 0.02% | +2,500+18.3% | Added |
| Bradley Foster & Sargent Inc | 16,007 | $271.8K | 0.01% | −26−0.2% | Reduced |
| Longfellow Investment Management Co LLC | 15,936 | $270.6K | 0.07% | +15,936 | New |
| Burke & Herbert Bank & Trust Co | 15,880 | $269.6K | 0.19% | −5,597−26.1% | Reduced |
| Traveka Wealth, LLC | 15,837 | $268.9K | 0.14% | +15,837 | New |
| Bridgecreek Investment Management, LLC | 15,800 | $268.3K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,516 | $268.2K | 0.01% | +562+3.3% | Added |
| Tiaa Trust, National Association | 15,716 | $266.9K | 0.00% | −676−4.1% | Reduced |
| Harbor Capital Advisors, Inc. | 15,380 | $261.2K | 0.05% | +49+0.3% | Added |
| Werba Rubin Papier Wealth Management | 15,344 | $261.0K | 0.09% | −1,923−11.1% | Reduced |
| CIBC Private Wealth Group, LLC | 15,288 | $259.6K | 0.00% | −313−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 15,119 | $256.7K | 0.00% | −1,263−7.7% | Reduced |
| David R. Rahn & Associates Inc. | 15,089 | $256.2K | 0.11% | 00.0% | Unchanged |
| RHS Financial, LLC | 14,987 | $254.5K | 0.16% | +14,987 | New |
| Atria Wealth Solutions, Inc. | 14,920 | $254.3K | 0.00% | −134−0.9% | Reduced |
| Trust Asset Management LLC | 14,896 | $252.9K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 14,826 | $251.7K | 0.05% | −173−1.2% | Reduced |
| Seelaus Asset Management LLC | 14,694 | $249.5K | 0.24% | +14,694 | New |
| Siemens Fonds Invest GmbH | 14,604 | $248.0K | 0.02% | +3,322+29.4% | Added |
| Lake Street Financial LLC | 14,499 | $246.2K | 0.04% | −1,284−8.1% | Reduced |
| Quadrant Capital Group LLC | 14,453 | $245.4K | 0.02% | −349−2.4% | Reduced |
| Vantage Consulting Group Inc | 14,430 | $245.0K | 0.16% | +235+1.7% | Added |
| Integrated Advisors Network LLC | 14,258 | $242.1K | 0.01% | −188,540−93.0% | Reduced |
| Investors Research Corp | 14,233 | $241.7K | 0.06% | +52+0.4% | Added |
| Spinnaker Trust | 14,135 | $240.0K | 0.02% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 13,963 | $237.1K | 0.15% | +705+5.3% | Added |
| Bartlett & Co. LLC | 13,627 | $236.0K | 0.00% | −1,100−7.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,627 | $235.7K | 0.00% | −1,100−7.5% | Reduced |
| Perennial Advisors, LLC | 13,877 | $235.6K | 0.06% | −10−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 13,791 | $234.2K | 0.04% | −165−1.2% | Reduced |
| Cigna Investments Inc | 13,724 | $233.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 13,661 | $232.0K | 0.00% | +753+5.8% | Added |
| Auxier Asset Management | 13,559 | $230.2K | 0.04% | +619+4.8% | Added |
| Lyell Wealth Management, LP | 13,428 | $228.0K | 0.03% | +1,298+10.7% | Added |
| True Link Financial Advisors, LLC | 13,421 | $227.9K | 0.02% | +13,421 | New |
| Avantax Planning Partners, Inc. | 13,406 | $227.6K | 0.01% | −709−5.0% | Reduced |
| Umb Bank N A | 13,231 | $224.7K | 0.00% | −2,707−17.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,151 | $223.3K | 0.06% | +13,151 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,083 | $222.1K | 0.03% | −50.0% | Reduced |
| Concurrent Investment Advisors, LLC | 13,011 | $220.9K | 0.01% | +13,011 | New |
| Smith Shellnut Wilson LLC | 12,924 | $219.4K | 0.13% | −319−2.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,849 | $218.2K | 0.06% | +594+4.8% | Added |
| Nixon Peabody Trust Co | 12,750 | $216.5K | 0.02% | +12,750 | New |
| Dumont & Blake Investment Advisors LLC | 12,576 | $214.0K | 0.07% | −250−1.9% | Reduced |
| PDS Planning, Inc | 12,445 | $211.3K | 0.02% | −336−2.6% | Reduced |
| Impact Partnership Wealth, LLC | 12,382 | $210.2K | 0.08% | +11,402+1,163.5% | Added |
| Freestone Capital Holdings, LLC | 12,361 | $209.9K | 0.01% | +60+0.5% | Added |
| Peninsula Wealth, LLC | 12,273 | $208.4K | 0.04% | +66+0.5% | Added |
| TD Private Client Wealth LLC | 12,074 | $205.0K | 0.01% | +9,022+295.6% | Added |
| Raymond James Trust N.A. | 12,070 | $204.9K | 0.01% | +1,107+10.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 12,031 | $204.3K | 0.00% | +12,031 | New |
| Proficio Capital Partners LLC | 11,934 | $202.6K | 0.03% | +293+2.5% | Added |
| Herold Advisors, Inc. | 11,904 | $202.1K | 0.06% | −700−5.6% | Reduced |
| Cipher Capital LP | 11,790 | $200.2K | 0.06% | +11,790 | New |
| Ironwood Investment Management LLC | 11,744 | $199.4K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,691 | $198.5K | 0.02% | −51−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 11,615 | $197.2K | 0.00% | +80+0.7% | Added |
| Wulff, Hansen & Co. | 11,474 | $194.8K | 0.22% | 00.0% | Unchanged |