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; 1,449 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 | 1,449 | $53.1B |
| Q1 2026 | 1,122 | $28.5B |
| Q4 2025 | 1,119 | $29.1B |
| Q3 2025 | 1,114 | $28.4B |
| Q2 2025 | 1,034 | $23.2B |
| Q1 2025 | 1,032 | $17.9B |
| Q4 2024 | 1,089 | $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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 2,398 | $40.7K | 0.01% | +570+31.2% | Added |
| First Manhattan Co | 2,174 | $36.9K | 0.00% | −400−15.5% | Reduced |
| Geneos Wealth Management Inc. | 2,129 | $36.2K | 0.00% | −331−13.5% | Reduced |
| Eagle Bay Advisors LLC | 2,076 | $35.3K | 0.02% | +35+1.7% | Added |
| Johnson Financial Group, Inc. | 2,022 | $34.6K | 0.00% | +2,022 | New |
| 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 |
| Salem Investment Counselors Inc | 1,961 | $33.4K | 0.00% | +1,261+180.1% | Added |
| McIlrath & Eck, LLC | 1,910 | $32.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,900 | $32.3K | 0.01% | +1,900 | New |
| Montag A & Associates Inc | 1,885 | $32.3K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,897 | $32.2K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,896 | $32.2K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,500 | $25.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,495 | $25.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,485 | $25.2K | 0.00% | −1,362−47.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,570 | $25.1K | 0.00% | −23−1.4% | Reduced |
| 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 |
| Prestige Wealth Management Group LLC | 1,459 | $25.0K | 0.01% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 1,443 | $24.5K | 0.00% | +92+6.8% | Added |
| Rosenberg Matthew Hamilton | 1,428 | $24.2K | 0.01% | +767+116.0% | Added |
| TD Waterhouse Canada Inc. | 1,352 | $23.2K | 0.00% | +1,161+607.9% | Added |
| Beacon Capital Management, LLC | 1,266 | $22.0K | 0.01% | −101−7.4% | Reduced |
| Center for Financial Planning, Inc. | 1,271 | $21.6K | 0.00% | −325−20.4% | Reduced |
| Union Savings Bank | 1,263 | $21.4K | 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 |
| First Pacific Financial | 1,216 | $20.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,209 | $20.5K | 0.01% | +8+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 1,200 | $20.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,160 | $19.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,112 | $18.9K | 0.00% | +200+21.9% | Added |
| Venturi Wealth Management, LLC | 1,097 | $18.6K | 0.00% | +215+24.4% | Added |
| Advantage Trust Co | 1,080 | $18.3K | 0.01% | +1,080 | New |
| Albion Financial Group | 1,066 | $18.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,044 | $18.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,029 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,005 | $17.1K | 0.00% | 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 |
| 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 |
| Pinnacle Bancorp, Inc. | 994 | $16.9K | 0.01% | +54+5.7% | Added |
| Glass Jacobson Investment Advisors llc | 971 | $16.5K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 968 | $16.4K | 0.02% | +968 | New |
| WFA Asset Management Corp | 967 | $16.4K | 0.01% | +7+0.7% | Added |
| Tidemark, LLC | 948 | $16.1K | 0.01% | +948 | New |
| Loomis Sayles & Co L P | 955 | $16.0K | 0.00% | −2,474−72.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 932 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 931 | $15.8K | 0.01% | +7+0.8% | Added |
| Caldwell Trust Co | 928 | $15.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 925 | $15.7K | 0.01% | +925 | New |
| Level Financial Advisors, Inc. | 918 | $15.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 850 | $14.4K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 827 | $14.0K | 0.00% | +827 | New |
| TFC Financial Management | 824 | $14.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 820 | $13.9K | 0.01% | −71−8.0% | Reduced |
| Park Circle Co | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 794 | $13.5K | 0.01% | +794 | New |
| Sachetta, LLC | 787 | $13.4K | 0.01% | +787 | New |
| Financial Management Professionals, Inc. | 749 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 764 | $13.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 758 | $12.9K | 0.01% | +758 | New |
| Institutional & Family Asset Management, LLC | 741 | $12.6K | 0.00% | +5+0.7% | Added |
| Perkins Coie Trust Co | 740 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 709 | $12.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 700 | $12.0K | 0.01% | +700 | New |
| Raffa Wealth Management, LLC | 704 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 697 | $11.8K | 0.01% | −39−5.3% | Reduced |
| Tennessee Valley Asset Management Partners | 669 | $11.4K | 0.00% | +669 | New |
| SRS Capital Advisors, Inc. | 669 | $11.4K | 0.00% | +2+0.3% | Added |
| Kelly Lawrence W & Associates Inc | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 600 | $10.2K | 0.01% | +600 | New |
| Sound Income Strategies, LLC | 596 | $10.1K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 650 | $10.0K | 0.01% | +650 | New |
| GW&K Investment Management, LLC | 561 | $10.0K | 0.00% | +34+6.5% | Added |
| Jones Financial Companies LLLP | 587 | $9.97K | 0.00% | +253+75.7% | Added |
| Larson Financial Group LLC | 587 | $9.96K | 0.00% | +4+0.7% | Added |
| Zions Bancorporation, N.A. | 585 | $9.93K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 578 | $9.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 578 | $9.81K | 0.01% | +578 | New |
| Rakuten Securities, Inc. | 567 | $9.63K | 0.01% | +567 | New |
| Boyd Watterson Asset Management LLC | 560 | $9.51K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 555 | $9.42K | 0.00% | +555 | New |
| Grove Bank & Trust | 534 | $9.07K | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 520 | $8.83K | 0.00% | −79−13.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 502 | $8.52K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 495 | $8.41K | 0.00% | +495 | New |
| MV Capital Management, Inc. | 480 | $8.15K | 0.00% | −72−13.0% | Reduced |
| Delta Asset Management LLC | 475 | $8.07K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 500 | $8.00K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 464 | $7.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 450 | $7.64K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 450 | $7.64K | 0.01% | 00.0% | Unchanged |