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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 11,638 | $206.3K | 0.01% | −436−3.6% | Reduced |
| PFG Investments, LLC | 11,661 | $206.8K | 0.01% | +11,661 | New |
| Berger Financial Group, Inc | 11,713 | $207.7K | 0.02% | −273,226−95.9% | Reduced |
| Blueshift Asset Management, LLC | 11,799 | $209.2K | 0.11% | −8,780−42.7% | Reduced |
| Freestone Capital Holdings, LLC | 11,829 | $209.7K | 0.01% | −532−4.3% | Reduced |
| William Blair Investment Management, LLC | 11,980 | $212.4K | 0.00% | −12,492−51.0% | Reduced |
| Ci Investments Inc. | 12,237 | $217.0K | 0.00% | −1,424−10.4% | Reduced |
| Humankind Investments LLC | 12,296 | $218.0K | 0.06% | +1,676+15.8% | Added |
| Cowa, LLC | 12,300 | $218.1K | 0.13% | −5,355−30.3% | Reduced |
| Peninsula Wealth, LLC | 12,381 | $219.5K | 0.04% | +108+0.9% | Added |
| Lake Street Financial LLC | 12,537 | $222.3K | 0.03% | −1,962−13.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,554 | $222.6K | 0.05% | −597−4.5% | Reduced |
| Avantax Planning Partners, Inc. | 12,645 | $224.2K | 0.01% | −761−5.7% | Reduced |
| Nixon Peabody Trust Co | 12,750 | $226.1K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 12,779 | $226.6K | 0.02% | −649−4.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,895 | $228.6K | 0.06% | +46+0.4% | Added |
| Smith Shellnut Wilson LLC | 12,924 | $229.1K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,952 | $229.6K | 0.02% | +507+4.1% | Added |
| Concurrent Investment Advisors, LLC | 13,000 | $230.5K | 0.01% | −11−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,037 | $231.1K | 0.03% | −46−0.4% | Reduced |
| True Link Financial Advisors, LLC | 13,086 | $232.0K | 0.02% | −335−2.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,109 | $232.4K | 0.17% | −2,771−17.4% | Reduced |
| Auxier Asset Management | 13,359 | $236.9K | 0.04% | −200−1.5% | Reduced |
| Advisory Services Network, LLC | 13,558 | $240.4K | 0.01% | +2,942+27.7% | Added |
| Cornercap Investment Counsel Inc | 13,626 | $241.6K | 0.04% | −165−1.2% | Reduced |
| Cigna Investments Inc | 13,724 | $243.0K | 0.05% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 13,877 | $246.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 13,916 | $246.7K | 0.06% | −317−2.2% | Reduced |
| Quantitative Investment Management, LLC | 14,035 | $248.0K | 0.01% | −63,030−81.8% | Reduced |
| Pinpoint Asset Management Ltd | 14,000 | $248.2K | 0.04% | +14,000 | New |
| Siemens Fonds Invest GmbH | 14,021 | $248.6K | 0.02% | −583−4.0% | Reduced |
| Spinnaker Trust | 14,135 | $250.6K | 0.02% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 14,510 | $257.3K | 0.01% | +14,510 | New |
| Clear Creek Financial Management, LLC | 14,610 | $259.0K | 0.03% | +3,611+32.8% | Added |
| Clarius Group, LLC | 14,648 | $259.7K | 0.02% | −2,017−12.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14,643 | $261.5K | 0.00% | +1,016+7.5% | Added |
| Harbor Capital Advisors, Inc. | 14,767 | $262.0K | 0.03% | −613−4.0% | Reduced |
| Quadrant Capital Group LLC | 14,780 | $262.1K | 0.02% | +327+2.3% | Added |
| Ascent Group, LLC | 14,846 | $263.2K | 0.02% | −57,478−79.5% | Reduced |
| Stratos Wealth Partners, LTD. | 14,846 | $263.2K | 0.00% | −273−1.8% | Reduced |
| IMS Capital Management | 14,850 | $263.3K | 0.12% | +14,850 | New |
| Trust Asset Management LLC | 14,896 | $264.1K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,898 | $264.1K | 0.00% | −818−5.2% | Reduced |
| Van Strum & Towne Inc. | 14,925 | $264.6K | 0.10% | −48,530−76.5% | Reduced |
| Phoenix Holdings Ltd. | 15,000 | $265.2K | 0.00% | +15,000 | New |
| RHS Financial, LLC | 14,987 | $265.7K | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,023 | $266.4K | 0.01% | +15,023 | New |
| David R. Rahn & Associates Inc. | 15,089 | $267.5K | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,301 | $272.3K | 0.00% | +381+2.6% | Added |
| Systematic Portfolios LLC | 15,526 | $275.3K | 0.95% | +15,526 | New |
| City Center Advisors, LLC | 15,600 | $276.6K | 0.33% | +15,600 | New |
| Schonfeld Strategic Advisors LLC | 15,669 | $277.8K | 0.00% | −12,991−45.3% | Reduced |
| Werba Rubin Papier Wealth Management | 15,673 | $278.4K | 0.08% | +329+2.1% | Added |
| Mma Asset Management LLC | 16,502 | $283.5K | 0.13% | −33−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 16,007 | $283.8K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,101 | $285.5K | 0.00% | −1,850−10.3% | Reduced |
| Ellevest, Inc. | 16,354 | $290.0K | 0.02% | −1,199−6.8% | Reduced |
| Huber Capital Management LLC | 16,471 | $292.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,578 | $293.9K | 0.01% | +4,508+37.3% | Added |
| Simon Quick Advisors, LLC | 16,608 | $294.5K | 0.02% | +16,608 | New |
| Meeder Advisory Services, Inc. | 16,647 | $295.2K | 0.03% | −1,377−7.6% | Reduced |
| Neville Rodie & Shaw Inc | 16,776 | $297.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 16,790 | $297.7K | 0.01% | −2,204−11.6% | Reduced |
| Qtron Investments LLC | 16,817 | $298.2K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 16,957 | $301.0K | 0.00% | +16,957 | New |
| Ameritas Investment Partners, Inc. | 17,091 | $303.0K | 0.01% | −974−5.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,231 | $305.5K | 0.03% | −17,308−50.1% | Reduced |
| Zacks Investment Management | 17,242 | $305.7K | 0.00% | +521+3.1% | Added |
| TCW Group Inc | 17,270 | $306.2K | 0.00% | −3,007−14.8% | Reduced |
| Oldfield Partners LLP | 17,400 | $308.5K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,505 | $310.4K | 0.00% | −3,307−15.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,519 | $310.6K | 0.09% | +4,943+39.3% | Added |
| VitalStone Financial, LLC | 17,515 | $311.0K | 0.24% | +17,515 | New |
| Global Retirement Partners, LLC | 17,731 | $314.4K | 0.01% | +215+1.2% | Added |
| Meridian Investment Counsel Inc. | 17,738 | $314.5K | 0.10% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,770 | $315.1K | 0.00% | +822+4.9% | Added |
| HighPoint Advisor Group LLC | 18,217 | $317.0K | 0.02% | −36−0.2% | Reduced |
| Brown Advisory Inc | 17,935 | $318.0K | 0.00% | +1,020+6.0% | Added |
| Colony Group, LLC | 18,063 | $320.0K | 0.00% | +435+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 18,100 | $320.9K | 0.01% | −184,765−91.1% | Reduced |
| Symmetry Partners, LLC | 18,267 | $324.0K | 0.03% | −12,233−40.1% | Reduced |
| Skopos Labs, Inc. | 18,075 | $324.3K | 0.14% | −481−2.6% | Reduced |
| First National Bank & Trust Co of Newtown | 18,624 | $330.0K | 0.07% | −1,400−7.0% | Reduced |
| Coldstream Capital Management Inc | 19,112 | $338.9K | 0.01% | −976−4.9% | Reduced |
| Wendell David Associates Inc | 19,200 | $340.0K | 0.03% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 19,219 | $340.8K | 0.02% | +19,219 | New |
| Huntington National Bank | 19,323 | $342.6K | 0.00% | −1,299−6.3% | Reduced |
| Sigma Planning Corp | 19,711 | $349.5K | 0.01% | +19,711 | New |
| Horizon Investments, LLC | 19,866 | $352.2K | 0.01% | +744+3.9% | Added |
| Paradigm Capital Management Inc | 20,000 | $354.6K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $354.6K | 0.11% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 20,000 | $354.6K | 0.09% | +20,000 | New |
| Premier Path Wealth Partners, LLC | 20,277 | $355.9K | 0.07% | −2,625−11.5% | Reduced |
| Checchi Capital Advisers, LLC | 20,200 | $358.1K | 0.03% | +506+2.6% | Added |
| Lebenthal Global Advisors, LLC | 20,245 | $358.9K | 0.08% | +1,265+6.7% | Added |
| Plato Investment Management Ltd | 20,467 | $362.9K | 0.04% | +20,467 | New |
| Smithfield Trust Co | 20,489 | $363.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 20,523 | $363.9K | 0.03% | +4,350+26.9% | Added |
| Inlet Private Wealth, LLC | 20,590 | $365.1K | 0.10% | −4,445−17.8% | Reduced |
| Buckingham Strategic Partners | 20,642 | $366.0K | 0.01% | +20,642 | New |