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, Q1 2024
Institutional positions in Hewlett Packard Enterprise Co as of Mar 31, 2024. 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
- 901
- +9 vs. Q4 2023
- Shares held
- 1.07B
- +17.8M (+1.7%) vs. Q4 2023
- Total value
- $18.9B
- +$1.11B (+6.2%) vs. Q4 2023
- New holders
- 97
- 319 more added
- Sold out
- 88
- 305 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 391 | $7.00K | 0.00% | +65+19.9% | Added |
| Heritage Wealth Advisors | 400 | $7.09K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $7.09K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 398 | $7.11K | 0.00% | −18−4.3% | Reduced |
| Venturi Wealth Management, LLC | 402 | $7.13K | 0.00% | −695−63.4% | Reduced |
| Pflug Koory, LLC | 416 | $7.38K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 416 | $7.38K | 0.00% | +416 | New |
| Bogart Wealth, LLC | 434 | $7.69K | 0.00% | +1+0.2% | Added |
| Larson Financial Group LLC | 448 | $7.94K | 0.00% | −139−23.7% | Reduced |
| Norwood Financial Corp | 450 | $7.97K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 452 | $8.01K | 0.00% | +452 | New |
| Cullen/Frost Bankers, Inc. | 463 | $8.21K | 0.00% | +176+61.3% | Added |
| Delta Asset Management LLC | 475 | $8.42K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $8.52K | 0.01% | +500 | New |
| Kozak & Associates, Inc. | 484 | $8.65K | 0.00% | +128+36.0% | Added |
| FSA Wealth Management LLC | 500 | $8.87K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 502 | $8.90K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 531 | $9.41K | 0.00% | +11+2.1% | Added |
| Grove Bank & Trust | 534 | $9.47K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 550 | $9.75K | 0.00% | −2,539−82.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 551 | $9.77K | 0.00% | +551 | New |
| Boyd Watterson Asset Management LLC | 560 | $9.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 538 | $10.0K | 0.00% | −23−4.1% | Reduced |
| Capital Advisors, Ltd. LLC | 570 | $10.0K | 0.00% | +37+6.9% | Added |
| Tompkins Financial Corp | 578 | $10.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 571 | $10.3K | 0.02% | −2,044−78.2% | Reduced |
| CVA Family Office, LLC | 583 | $10.3K | 0.00% | +28+5.0% | Added |
| Sunbelt Securities, Inc. | 589 | $10.4K | 0.00% | +315+115.0% | Added |
| MV Capital Management, Inc. | 590 | $10.5K | 0.00% | +110+22.9% | Added |
| Sound Income Strategies, LLC | 596 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 600 | $10.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 601 | $10.7K | 0.00% | +16+2.7% | Added |
| Gradient Investments LLC | 645 | $11.4K | 0.00% | −467−42.0% | Reduced |
| SRS Capital Advisors, Inc. | 671 | $11.9K | 0.00% | +2+0.3% | Added |
| Red Tortoise LLC | 693 | $12.3K | 0.01% | −4−0.6% | Reduced |
| Raffa Wealth Management, LLC | 694 | $12.3K | 0.00% | −10−1.4% | Reduced |
| Salem Investment Counselors Inc | 700 | $12.5K | 0.00% | −1,261−64.3% | Reduced |
| Global Wealth Strategies & Associates | 709 | $12.6K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 700 | $13.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 747 | $13.2K | 0.00% | +6+0.8% | Added |
| Sachetta, LLC | 787 | $13.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 793 | $14.0K | 0.00% | +44+5.9% | Added |
| Park Circle Co | 800 | $14.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 824 | $14.6K | 0.01% | +4+0.5% | Added |
| Creative Financial Designs Inc | 825 | $14.6K | 0.00% | +361+77.8% | Added |
| First Community Trust NA | 850 | $15.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 887 | $15.7K | 0.00% | +887 | New |
| S.A. Mason LLC | 917 | $16.3K | 0.01% | +123+15.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 925 | $16.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 928 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 932 | $16.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 938 | $16.6K | 0.01% | +7+0.8% | Added |
| Glass Jacobson Investment Advisors llc | 971 | $17.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 990 | $17.6K | 0.00% | +972+5,400.0% | Added |
| Pinnacle Bancorp, Inc. | 994 | $17.6K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,000 | $17.7K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,005 | $17.8K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,066 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,044 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,080 | $19.1K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,115 | $19.8K | 0.02% | +147+15.2% | Added |
| Washington Trust Co | 1,160 | $20.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,200 | $21.3K | 0.01% | +600+100.0% | Added |
| Financial Freedom, LLC | 1,219 | $21.6K | 0.01% | +10+0.8% | Added |
| McIlrath & Eck, LLC | 1,224 | $21.7K | 0.00% | −686−35.9% | Reduced |
| Hilltop National Bank | 1,225 | $21.7K | 0.01% | +1,225 | New |
| Union Savings Bank | 1,263 | $22.4K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,275 | $22.6K | 0.01% | +308+31.9% | Added |
| JFS Wealth Advisors, LLC | 1,332 | $23.6K | 0.00% | −111−7.7% | Reduced |
| Lazard Asset Management LLC | 1,382 | $24.0K | 0.00% | −563,522−99.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,379 | $24.7K | 0.01% | −80−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,380 | $24.8K | 0.00% | +28+2.1% | Added |
| Rosenberg Matthew Hamilton | 1,428 | $25.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,465 | $26.0K | 0.01% | +1,051+253.9% | Added |
| Raleigh Capital Management Inc. | 1,492 | $26.5K | 0.01% | +1,427+2,195.4% | Added |
| Ancora Advisors, LLC | 1,495 | $26.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,517 | $26.8K | 0.01% | +1,261+492.6% | Added |
| Coston, McIsaac & Partners | 1,523 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,616 | $28.7K | 0.00% | +46+2.9% | Added |
| Beacon Capital Management, LLC | 1,617 | $28.7K | 0.01% | +351+27.7% | Added |
| Altshuler Shaham Ltd | 1,767 | $31.3K | 0.00% | +1,767 | New |
| NBC Securities, Inc. | 1,827 | $32.0K | 0.00% | −225−11.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,896 | $33.6K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,897 | $33.6K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,897 | $33.6K | 0.02% | +1,897 | New |
| Montag A & Associates Inc | 1,885 | $33.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,900 | $33.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,900 | $33.7K | 0.02% | +700+58.3% | Added |
| IFP Advisors, Inc | 1,947 | $34.5K | 0.00% | +462+31.1% | Added |
| American National Bank | 1,949 | $34.6K | 0.00% | +920+89.4% | Added |
| Harvest Fund Management Co., Ltd | 2,001 | $35.0K | 0.00% | +777+63.5% | Added |
| Colonial Trust Co | 2,011 | $35.7K | 0.01% | +1,561+346.9% | Added |
| Valley National Advisers Inc | 2,089 | $37.0K | 0.01% | +32+1.6% | Added |
| Geneos Wealth Management Inc. | 2,105 | $37.3K | 0.00% | −24−1.1% | Reduced |