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; 1,450 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 |
|---|---|---|---|---|---|
| Sage Advisors, LLC | 27,382 | $579.7K | 0.47% | +201+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 26,974 | $571.0K | 0.05% | +9,743+56.5% | Added |
| First Hawaiian Bank | 26,816 | $567.7K | 0.02% | −51,871−65.9% | Reduced |
| Signaturefd, LLC | 26,344 | $557.7K | 0.01% | +3,949+17.6% | Added |
| Profund Advisors LLC | 26,293 | $556.6K | 0.02% | +1,649+6.7% | Added |
| KLCM Advisors, Inc. | 26,281 | $556.4K | 0.07% | +26,281 | New |
| Cohen Klingenstein LLC | 26,200 | $554.7K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 26,096 | $552.5K | 0.01% | +22,465+618.7% | Added |
| Sanders Morris Harris LLC | 26,000 | $550.4K | 0.09% | 00.0% | Unchanged |
| Veracity Capital LLC | 25,992 | $550.3K | 0.23% | +25,992 | New |
| Kestra Advisory Services, LLC | 25,840 | $547.0K | 0.00% | +1,036+4.2% | Added |
| Longfellow Investment Management Co LLC | 25,837 | $547.0K | 0.14% | +177+0.7% | Added |
| Grassi Investment Management | 25,600 | $542.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 25,552 | $541.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,458 | $539.0K | 0.02% | +198+0.8% | Added |
| International Assets Investment Management, LLC | 25,127 | $531.9K | 0.05% | +25,127 | New |
| Win Advisors, Inc | 25,102 | $531.4K | 0.24% | +25,102 | New |
| Mitchell McLeod Pugh & Williams Inc | 24,941 | $528.0K | 0.12% | −714−2.8% | Reduced |
| Coco Enterprises, LLC | 29,000 | $526.5K | 0.36% | 00.0% | Unchanged |
| Old Port Advisors | 24,732 | $523.6K | 0.16% | −7,953−24.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 24,686 | $522.6K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 24,421 | $518.7K | 0.01% | +2,500+11.4% | Added |
| Park Avenue Securities LLC | 24,461 | $518.0K | 0.01% | +2,621+12.0% | Added |
| Menard Financial Group LLC | 24,266 | $513.7K | 0.37% | +24,266 | New |
| Montgomery Investment Management Inc | 24,250 | $513.4K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 23,860 | $504.9K | 0.01% | −20−0.1% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 23,802 | $503.4K | 0.05% | −1,498−5.9% | Reduced |
| Buckingham Strategic Partners | 23,740 | $502.6K | 0.01% | +3,098+15.0% | Added |
| Forum Financial Management, LP | 23,721 | $502.2K | 0.01% | +2,607+12.3% | Added |
| Atria Investments LLC | 23,513 | $497.8K | 0.01% | +23,513 | New |
| Cherry Creek Investment Advisors, Inc. | 23,414 | $495.7K | 0.26% | +23,414 | New |
| Werba Rubin Papier Wealth Management | 23,002 | $487.0K | 0.13% | +7,329+46.8% | Added |
| Occudo Quantitative Strategies LP | 22,946 | $485.8K | 0.09% | +22,946 | New |
| Geller Advisors LLC | 22,696 | $483.4K | 0.04% | −3,515−13.4% | Reduced |
| Cidel Asset Management Inc | 22,831 | $483.3K | 0.04% | −819−3.5% | Reduced |
| ZRC Wealth Management, LLC | 22,744 | $481.5K | 0.23% | +250+1.1% | Added |
| Evergreen Capital Management LLC | 22,339 | $475.8K | 0.02% | +1,315+6.3% | Added |
| Carret Asset Management, LLC | 22,350 | $473.1K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 22,208 | $470.1K | 0.08% | −1,152−4.9% | Reduced |
| Rathbone Brothers plc | 22,177 | $469.5K | 0.00% | −2,556−10.3% | Reduced |
| Synovus Financial Corp | 22,019 | $466.1K | 0.01% | −2,608−10.6% | Reduced |
| Assetmark, Inc | 21,626 | $457.8K | 0.00% | −1,595−6.9% | Reduced |
| Meeder Advisory Services, Inc. | 21,505 | $455.3K | 0.03% | +4,858+29.2% | Added |
| Brown Advisory Inc | 21,287 | $450.6K | 0.00% | +3,352+18.7% | Added |
| Silvercrest Asset Management Group LLC | 21,182 | $448.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21,171 | $448.2K | 0.01% | +2,059+10.8% | Added |
| Brookstone Capital Management | 21,460 | $446.6K | 0.01% | +4,670+27.8% | Added |
| Strategic Wealth Designers | 21,082 | $446.1K | 0.06% | +21,082 | New |
| Colony Group, LLC | 21,062 | $446.0K | 0.00% | +2,999+16.6% | Added |
| Summit Trail Advisors, LLC | 20,900 | $445.2K | 0.01% | −1,274−5.7% | Reduced |
| Premier Path Wealth Partners, LLC | 20,986 | $444.3K | 0.08% | +709+3.5% | Added |
| Inlet Private Wealth, LLC | 20,590 | $435.9K | 0.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,540 | $434.8K | 0.03% | −555−2.6% | Reduced |
| Entropy Technologies, LP | 20,532 | $434.7K | 0.05% | −116,612−85.0% | Reduced |
| TCG Advisory Services, LLC | 20,374 | $431.3K | 0.02% | −2,636−11.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 20,154 | $426.7K | 0.01% | +20,154 | New |
| Horizon Investments, LLC | 20,068 | $424.8K | 0.01% | +202+1.0% | Added |
| Pallas Capital Advisors LLC | 20,534 | $424.4K | 0.02% | +20,534 | New |
| Checchi Capital Advisers, LLC | 20,046 | $424.4K | 0.03% | −154−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,003 | $423.5K | 0.09% | +7,449+59.3% | Added |
| Paradigm Capital Management Inc | 20,000 | $423.4K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $423.4K | 0.13% | 00.0% | Unchanged |
| AMH Equity Ltd | 20,000 | $423.4K | 0.63% | +20,000 | New |
| Smithfield Trust Co | 19,979 | $422.0K | 0.02% | −510−2.5% | Reduced |
| RSM US Wealth Management LLC | 19,890 | $420.9K | 0.01% | +19,890 | New |
| Lebenthal Global Advisors, LLC | 19,578 | $414.5K | 0.09% | −667−3.3% | Reduced |
| Baird Financial Group, Inc. | 19,570 | $414.3K | 0.00% | −1,862−8.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,497 | $412.8K | 0.00% | +1,992+11.4% | Added |
| Raymond James Trust N.A. | 19,373 | $410.1K | 0.01% | +2,795+16.9% | Added |
| Sequoia Financial Advisors, LLC | 19,331 | $409.2K | 0.00% | +3,230+20.1% | Added |
| Fullerton Fund Management Co Ltd. | 19,219 | $406.9K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 19,200 | $406.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19,077 | $403.9K | 0.01% | +1,346+7.6% | Added |
| Advisory Services Network, LLC | 19,037 | $403.0K | 0.01% | +5,479+40.4% | Added |
| TD Private Client Wealth LLC | 18,949 | $401.1K | 0.01% | +7,311+62.8% | Added |
| William B. Walkup & Associates, Inc. | 18,695 | $395.8K | 0.26% | +18,695 | New |
| Symmetry Partners, LLC | 18,267 | $387.0K | 0.02% | 00.0% | Unchanged |
| TCW Group Inc | 18,216 | $385.6K | 0.00% | +946+5.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 18,100 | $383.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 17,857 | $378.0K | 0.00% | −1,466−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,848 | $377.8K | 0.01% | −3,126−14.9% | Reduced |
| SRN Advisors, LLC | 17,833 | $377.5K | 0.31% | −69,110−79.5% | Reduced |
| Meridian Investment Counsel Inc. | 17,578 | $372.1K | 0.12% | −160−0.9% | Reduced |
| Paragon Capital Management Ltd | 17,564 | $371.8K | 0.07% | +17,564 | New |
| Ameritas Investment Partners, Inc. | 17,113 | $362.3K | 0.01% | +22+0.1% | Added |
| Los Angeles Capital Management LLC | 17,007 | $360.0K | 0.00% | +17,007 | New |
| Ellevest, Inc. | 16,957 | $359.0K | 0.02% | +603+3.7% | Added |
| Qtron Investments LLC | 16,817 | $356.0K | 0.05% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 16,800 | $355.7K | 0.14% | +16,800 | New |
| One Wealth Advisors, LLC | 20,493 | $355.4K | 0.08% | +20,493 | New |
| Neville Rodie & Shaw Inc | 16,776 | $355.0K | 0.03% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 16,624 | $351.8K | 0.07% | −2,000−10.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,528 | $349.9K | 0.00% | +16,528 | New |
| Polymer Capital Management (HK) LTD | 16,500 | $349.3K | 0.07% | −3,500−17.5% | Reduced |
| Huber Capital Management LLC | 16,471 | $348.7K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16,143 | $343.9K | 0.01% | +1,500+10.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 16,100 | $340.8K | 0.23% | +16,100 | New |
| Stephens Inc | 16,026 | $339.3K | 0.01% | +16,026 | New |
| Bradley Foster & Sargent Inc | 16,007 | $338.9K | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 16,000 | $338.7K | 0.72% | +16,000 | New |