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 |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 10,666 | $225.8K | 0.03% | +10,666 | New |
| IMPACTfolio, LLC | 10,691 | $226.3K | 0.13% | +119+1.1% | Added |
| Ironwood Investment Management LLC | 10,778 | $228.2K | 0.12% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 10,900 | $230.8K | 0.20% | +10,900 | New |
| Fisher Asset Management, LLC | 10,920 | $231.2K | 0.00% | +10,920 | New |
| First Horizon Advisors, Inc. | 10,933 | $231.5K | 0.01% | +501+4.8% | Added |
| Avestar Capital, LLC | 10,988 | $232.6K | 0.03% | +10,988 | New |
| Davis R M Inc | 11,000 | $232.9K | 0.00% | +11,000 | New |
| Gabelli & Co Investment Advisers, Inc. | 11,000 | $232.9K | 0.04% | +11,000 | New |
| Sentry LLC | 11,024 | $233.4K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,968 | $233.6K | 0.06% | +10,968 | New |
| Pinnacle Financial Partners Inc | 11,133 | $235.7K | 0.01% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 11,149 | $236.0K | 0.23% | −325−2.8% | Reduced |
| Citizens Financial Group Inc | 11,216 | $237.5K | 0.01% | +11,216 | New |
| Capital Planning LLC | 11,164 | $237.8K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 11,207 | $238.6K | 0.01% | +1,141+11.3% | Added |
| Berger Financial Group, Inc | 11,322 | $239.7K | 0.02% | −391−3.3% | Reduced |
| Avidian Wealth Solutions, LLC | 11,532 | $244.1K | 0.01% | +11,532 | New |
| GeoWealth Management, LLC | 11,625 | $246.1K | 0.01% | +301+2.7% | Added |
| First Dallas Securities Inc. | 11,650 | $246.6K | 0.11% | +11,650 | New |
| Freestone Capital Holdings, LLC | 11,702 | $247.7K | 0.01% | −127−1.1% | Reduced |
| Ibex Wealth Advisors | 11,839 | $250.6K | 0.04% | +11,839 | New |
| Private Trust Co NA | 11,876 | $251.4K | 0.03% | +1,545+15.0% | Added |
| United Asset Strategies, Inc. | 11,964 | $253.3K | 0.02% | +11,964 | New |
| Cowa, LLC | 12,000 | $254.0K | 0.14% | −300−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 12,109 | $256.3K | 0.02% | +12,109 | New |
| Clearstead Advisors, LLC | 12,128 | $256.8K | 0.00% | +2,019+20.0% | Added |
| Axxcess Wealth Management, LLC | 12,163 | $257.5K | 0.01% | +12,163 | New |
| Lake Street Financial LLC | 12,237 | $259.1K | 0.03% | −300−2.4% | Reduced |
| Relative Value Partners Group, LLC | 12,237 | $259.1K | 0.03% | +12,237 | New |
| Atomi Financial Group, Inc. | 12,274 | $259.8K | 0.02% | +986+8.7% | Added |
| Doliver Advisors, LP | 12,300 | $260.4K | 0.07% | +12,300 | New |
| PFG Investments, LLC | 12,310 | $260.6K | 0.02% | +649+5.6% | Added |
| Peninsula Wealth, LLC | 12,468 | $264.0K | 0.05% | +87+0.7% | Added |
| Avantax Planning Partners, Inc. | 12,525 | $265.2K | 0.01% | −120−0.9% | Reduced |
| Baader Bank INC | 12,638 | $266.2K | 0.02% | +12,638 | New |
| Mount Yale Investment Advisors, LLC | 12,645 | $267.7K | 0.02% | +12,645 | New |
| Nixon Peabody Trust Co | 12,750 | $269.9K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,874 | $272.5K | 0.07% | −235−1.8% | Reduced |
| Smith Shellnut Wilson LLC | 12,924 | $273.6K | 0.13% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 12,965 | $274.5K | 0.04% | +12,965 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,037 | $276.0K | 0.04% | 00.0% | Unchanged |
| City Center Advisors, LLC | 15,600 | $276.6K | 0.33% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 13,086 | $277.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 13,123 | $277.8K | 0.03% | +171+1.3% | Added |
| Clear Creek Financial Management, LLC | 13,245 | $280.4K | 0.03% | −1,365−9.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,335 | $282.3K | 0.07% | +440+3.4% | Added |
| Scientech Research LLC | 13,356 | $282.7K | 0.06% | +13,356 | New |
| Auxier Asset Management | 13,359 | $282.8K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,364 | $282.9K | 0.01% | +13,364 | New |
| Balboa Wealth Partners | 13,547 | $286.8K | 0.08% | +13,547 | New |
| Fiduciary Financial Group, LLC | 13,458 | $288.4K | 0.07% | +13,458 | New |
| Independent Financial Group, LLC | 13,643 | $288.8K | 0.01% | +3,057+28.9% | Added |
| Cigna Investments Inc | 13,724 | $291.0K | 0.05% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 13,877 | $293.8K | 0.07% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 13,899 | $294.2K | 0.03% | +1,120+8.8% | Added |
| Delap Wealth Advisory, LLC | 14,016 | $296.7K | 0.14% | +14,016 | New |
| Siemens Fonds Invest GmbH | 14,021 | $296.8K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,032 | $297.1K | 0.01% | −991−6.6% | Reduced |
| Clarius Group, LLC | 14,035 | $297.1K | 0.02% | −613−4.2% | Reduced |
| Transcend Wealth Collective, LLC | 14,078 | $298.0K | 0.02% | +14,078 | New |
| Spinnaker Trust | 14,135 | $299.2K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,122 | $299.9K | 0.01% | +14,122 | New |
| Verity Asset Management, Inc. | 14,167 | $299.9K | 0.12% | −10,530−42.6% | Reduced |
| Tiaa Trust, National Association | 14,179 | $300.1K | 0.00% | −719−4.8% | Reduced |
| HighPoint Advisor Group LLC | 16,408 | $312.0K | 0.02% | −1,809−9.9% | Reduced |
| Harbor Capital Advisors, Inc. | 14,802 | $313.0K | 0.02% | +35+0.2% | Added |
| Trust Asset Management LLC | 14,896 | $315.3K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,899 | $315.4K | 0.02% | +119+0.8% | Added |
| Van Strum & Towne Inc. | 14,925 | $316.0K | 0.11% | 00.0% | Unchanged |
| RHS Financial, LLC | 14,987 | $317.3K | 0.19% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 15,078 | $319.2K | 0.02% | +4,502+42.6% | Added |
| David R. Rahn & Associates Inc. | 15,130 | $320.3K | 0.10% | +41+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 15,165 | $321.0K | 0.02% | +15,165 | New |
| Atria Wealth Solutions, Inc. | 15,250 | $323.9K | 0.00% | −51−0.3% | Reduced |
| Skopos Labs, Inc. | 18,075 | $324.3K | 0.14% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 15,360 | $325.2K | 0.01% | +850+5.9% | Added |
| Frank, Rimerman Advisors LLC | 15,587 | $330.0K | 0.02% | +15,514+21,252.1% | Added |
| Ascent Group, LLC | 15,650 | $331.3K | 0.03% | +804+5.4% | Added |
| Stratos Wealth Partners, LTD. | 15,673 | $331.8K | 0.01% | +827+5.6% | Added |
| Humankind Investments LLC | 15,962 | $337.9K | 0.09% | +3,666+29.8% | Added |
| Mma Asset Management LLC | 15,991 | $338.5K | 0.16% | −511−3.1% | Reduced |
| Penn Mutual Asset Management, LLC | 16,000 | $338.7K | 0.72% | +16,000 | New |
| Bradley Foster & Sargent Inc | 16,007 | $338.9K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 16,026 | $339.3K | 0.01% | +16,026 | New |
| Asahi Life Asset Management Co., Ltd. | 16,100 | $340.8K | 0.23% | +16,100 | New |
| Bartlett & Co. Wealth Management LLC | 16,143 | $343.9K | 0.01% | +1,500+10.2% | Added |
| Huber Capital Management LLC | 16,471 | $348.7K | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 16,500 | $349.3K | 0.07% | −3,500−17.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,528 | $349.9K | 0.00% | +16,528 | New |
| First National Bank & Trust Co of Newtown | 16,624 | $351.8K | 0.07% | −2,000−10.7% | Reduced |
| Neville Rodie & Shaw Inc | 16,776 | $355.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 20,493 | $355.4K | 0.08% | +20,493 | New |
| Warther Private Wealth, LLC | 16,800 | $355.7K | 0.14% | +16,800 | New |
| Qtron Investments LLC | 16,817 | $356.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 16,957 | $359.0K | 0.02% | +603+3.7% | Added |
| Los Angeles Capital Management LLC | 17,007 | $360.0K | 0.00% | +17,007 | New |
| Ameritas Investment Partners, Inc. | 17,113 | $362.3K | 0.01% | +22+0.1% | Added |
| Paragon Capital Management Ltd | 17,564 | $371.8K | 0.07% | +17,564 | New |
| Meridian Investment Counsel Inc. | 17,578 | $372.1K | 0.12% | −160−0.9% | Reduced |