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, Q2 2024
Institutional positions in Hewlett Packard Enterprise Co as of Jun 30, 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
- 983
- +95 vs. Q1 2024
- Shares held
- 1.05B
- −14.3M (−1.3%) vs. Q1 2024
- Total value
- $22.2B
- +$3.36B (+17.8%) vs. Q1 2024
- New holders
- 163
- 364 more added
- Sold out
- 68
- 277 more reduced
13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 21 | $0 | 0.00% | −19−47.5% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 1 | $21 | 0.00% | −14−93.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 0 | $142 | 0.00% | −398−100.0% | Reduced |
| WestEnd Advisors, LLC | 7 | $148 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14 | $257 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $275 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $318 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 15 | $318 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 18 | $384 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 19 | $403 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $529 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $614 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $614 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $636 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 31 | $656 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 36 | $763 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 42 | $895 | 0.00% | +10+31.3% | Added |
| Highline Wealth Partners LLC | 45 | $953 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $1.06K | 0.00% | +50 | New |
| True Wealth Design, LLC | 52 | $1.10K | 0.00% | +14+36.8% | Added |
| Your Advocates Ltd., LLP | 55 | $1.16K | 0.00% | +55 | New |
| Twin Lakes Capital Management, LLC | 63 | $1.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 71 | $1.50K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 73 | $1.55K | 0.00% | +10+15.9% | Added |
| City State Bank | 78 | $1.65K | 0.00% | +78 | New |
| M&R Capital Management Inc | 80 | $1.69K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 82 | $1.74K | 0.00% | +82 | New |
| SYSTM Wealth Solutions LLC | 83 | $1.78K | 0.00% | −20,634−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 106 | $2.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 108 | $2.29K | 0.00% | +1+0.9% | Added |
| Planning Capital Management Corp | 113 | $2.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 114 | $2.41K | 0.00% | +18+18.8% | Added |
| BBJS Financial Advisors, LLC | 116 | $2.46K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 121 | $2.56K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 133 | $2.81K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 134 | $2.84K | 0.00% | +134 | New |
| TruNorth Capital Management, LLC | 136 | $2.88K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 136 | $2.88K | 0.00% | +1+0.7% | Added |
| Dunhill Financial, LLC | 140 | $2.96K | 0.00% | +23+19.7% | Added |
| Creekmur Asset Management LLC | 140 | $2.97K | 0.00% | +1+0.7% | Added |
| Briaud Financial Planning, Inc | 163 | $3.00K | 0.00% | +163 | New |
| Transcendent Capital Group LLC | 149 | $3.15K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 150 | $3.19K | 0.00% | +10+7.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 151 | $3.20K | 0.00% | −26−14.7% | Reduced |
| Fortis Group Advisors, LLC | 163 | $3.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 176 | $3.73K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 179 | $3.79K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 180 | $3.81K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 225 | $3.99K | 0.00% | +225 | New |
| Bollard Group LLC | 178 | $4.00K | 0.00% | +1+0.6% | Added |
| Bruce G. Allen Investments, LLC | 194 | $4.11K | 0.00% | −4−2.0% | Reduced |
| West Branch Capital LLC | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $4.23K | 0.00% | +186+1,328.6% | Added |
| Olistico Wealth, LLC | 200 | $4.23K | 0.00% | +200 | New |
| Clear Investment Research, LLC | 213 | $4.52K | 0.01% | +1+0.5% | Added |
| WealthCollab, LLC | 218 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $4.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 227 | $4.81K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 233 | $4.93K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 234 | $4.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 258 | $5.46K | 0.00% | +76+41.8% | Added |
| Gilliland Jeter Wealth Management LLC | 265 | $5.61K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 278 | $5.88K | 0.00% | −174−38.5% | Reduced |
| Pineridge Advisors LLC | 284 | $6.00K | 0.00% | +2+0.7% | Added |
| First Personal Financial Services | 286 | $6.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 294 | $6.22K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 305 | $6.46K | 0.00% | +305 | New |
| Private Ocean, LLC | 308 | $6.52K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 316 | $6.69K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 320 | $6.77K | 0.00% | −214−40.1% | Reduced |
| Register Financial Advisors LLC | 327 | $6.92K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 340 | $7.19K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 358 | $7.58K | 0.00% | +358 | New |
| Roble, Belko & Company, Inc | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 372 | $8.00K | 0.00% | −47−11.2% | Reduced |
| Capital Analysts, LLC | 364 | $8.00K | 0.00% | +364 | New |
| Financial Network Wealth Advisors LLC | 380 | $8.04K | 0.01% | +380 | New |
| Foster Dykema Cabot & Partners, LLC | 386 | $8.22K | 0.00% | +33+9.3% | Added |
| Heritage Wealth Advisors | 400 | $8.47K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $8.47K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 416 | $8.81K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $8.87K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 435 | $9.20K | 0.00% | +1+0.2% | Added |
| Abound Wealth Management | 446 | $9.44K | 0.00% | −85−16.0% | Reduced |
| Kozak & Associates, Inc. | 484 | $9.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 507 | $10.0K | 0.00% | +116+29.7% | Added |
| Delta Asset Management LLC | 475 | $10.1K | 0.00% | 00.0% | Unchanged |