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 |
|---|---|---|---|---|---|
| Mma Asset Management LLC | 15,991 | $338.5K | 0.16% | −511−3.1% | Reduced |
| Humankind Investments LLC | 15,962 | $337.9K | 0.09% | +3,666+29.8% | Added |
| Stratos Wealth Partners, LTD. | 15,673 | $331.8K | 0.01% | +827+5.6% | Added |
| Ascent Group, LLC | 15,650 | $331.3K | 0.03% | +804+5.4% | Added |
| Frank, Rimerman Advisors LLC | 15,587 | $330.0K | 0.02% | +15,514+21,252.1% | Added |
| CBOE Vest Financial, LLC | 15,360 | $325.2K | 0.01% | +850+5.9% | Added |
| Skopos Labs, Inc. | 18,075 | $324.3K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,250 | $323.9K | 0.00% | −51−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,165 | $321.0K | 0.02% | +15,165 | New |
| David R. Rahn & Associates Inc. | 15,130 | $320.3K | 0.10% | +41+0.3% | Added |
| E Fund Management Co., Ltd. | 15,078 | $319.2K | 0.02% | +4,502+42.6% | Added |
| RHS Financial, LLC | 14,987 | $317.3K | 0.19% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 14,925 | $316.0K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,899 | $315.4K | 0.02% | +119+0.8% | Added |
| Trust Asset Management LLC | 14,896 | $315.3K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 14,802 | $313.0K | 0.02% | +35+0.2% | Added |
| HighPoint Advisor Group LLC | 16,408 | $312.0K | 0.02% | −1,809−9.9% | Reduced |
| Tiaa Trust, National Association | 14,179 | $300.1K | 0.00% | −719−4.8% | Reduced |
| Verity Asset Management, Inc. | 14,167 | $299.9K | 0.12% | −10,530−42.6% | Reduced |
| Snowden Capital Advisors LLC | 14,122 | $299.9K | 0.01% | +14,122 | New |
| Spinnaker Trust | 14,135 | $299.2K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,078 | $298.0K | 0.02% | +14,078 | New |
| Clarius Group, LLC | 14,035 | $297.1K | 0.02% | −613−4.2% | Reduced |
| Jump Financial, LLC | 14,032 | $297.1K | 0.01% | −991−6.6% | Reduced |
| Siemens Fonds Invest GmbH | 14,021 | $296.8K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 14,016 | $296.7K | 0.14% | +14,016 | New |
| Lyell Wealth Management, LP | 13,899 | $294.2K | 0.03% | +1,120+8.8% | Added |
| Perennial Advisors, LLC | 13,877 | $293.8K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,724 | $291.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,643 | $288.8K | 0.01% | +3,057+28.9% | Added |
| Fiduciary Financial Group, LLC | 13,458 | $288.4K | 0.07% | +13,458 | New |
| Balboa Wealth Partners | 13,547 | $286.8K | 0.08% | +13,547 | New |
| Perigon Wealth Management, LLC | 13,364 | $282.9K | 0.01% | +13,364 | New |
| Auxier Asset Management | 13,359 | $282.8K | 0.04% | 00.0% | Unchanged |
| Scientech Research LLC | 13,356 | $282.7K | 0.06% | +13,356 | New |
| Cutter & CO Brokerage, Inc. | 13,335 | $282.3K | 0.07% | +440+3.4% | Added |
| Clear Creek Financial Management, LLC | 13,245 | $280.4K | 0.03% | −1,365−9.3% | Reduced |
| PDS Planning, Inc | 13,123 | $277.8K | 0.03% | +171+1.3% | Added |
| True Link Financial Advisors, LLC | 13,086 | $277.0K | 0.03% | 00.0% | Unchanged |
| City Center Advisors, LLC | 15,600 | $276.6K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,037 | $276.0K | 0.04% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 12,965 | $274.5K | 0.04% | +12,965 | New |
| Smith Shellnut Wilson LLC | 12,924 | $273.6K | 0.13% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,874 | $272.5K | 0.07% | −235−1.8% | Reduced |
| Nixon Peabody Trust Co | 12,750 | $269.9K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,645 | $267.7K | 0.02% | +12,645 | New |
| Baader Bank INC | 12,638 | $266.2K | 0.02% | +12,638 | New |
| Avantax Planning Partners, Inc. | 12,525 | $265.2K | 0.01% | −120−0.9% | Reduced |
| Peninsula Wealth, LLC | 12,468 | $264.0K | 0.05% | +87+0.7% | Added |
| PFG Investments, LLC | 12,310 | $260.6K | 0.02% | +649+5.6% | Added |
| Doliver Advisors, LP | 12,300 | $260.4K | 0.07% | +12,300 | New |
| Atomi Financial Group, Inc. | 12,274 | $259.8K | 0.02% | +986+8.7% | Added |
| 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 |
| Axxcess Wealth Management, LLC | 12,163 | $257.5K | 0.01% | +12,163 | New |
| Clearstead Advisors, LLC | 12,128 | $256.8K | 0.00% | +2,019+20.0% | Added |
| Schechter Investment Advisors, LLC | 12,109 | $256.3K | 0.02% | +12,109 | New |
| Cowa, LLC | 12,000 | $254.0K | 0.14% | −300−2.4% | Reduced |
| United Asset Strategies, Inc. | 11,964 | $253.3K | 0.02% | +11,964 | New |
| Private Trust Co NA | 11,876 | $251.4K | 0.03% | +1,545+15.0% | Added |
| Ibex Wealth Advisors | 11,839 | $250.6K | 0.04% | +11,839 | New |
| Freestone Capital Holdings, LLC | 11,702 | $247.7K | 0.01% | −127−1.1% | Reduced |
| First Dallas Securities Inc. | 11,650 | $246.6K | 0.11% | +11,650 | New |
| GeoWealth Management, LLC | 11,625 | $246.1K | 0.01% | +301+2.7% | Added |
| Avidian Wealth Solutions, LLC | 11,532 | $244.1K | 0.01% | +11,532 | New |
| Berger Financial Group, Inc | 11,322 | $239.7K | 0.02% | −391−3.3% | Reduced |
| Proequities, Inc. | 11,207 | $238.6K | 0.01% | +1,141+11.3% | Added |
| Capital Planning LLC | 11,164 | $237.8K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11,216 | $237.5K | 0.01% | +11,216 | New |
| Wulff, Hansen & Co. | 11,149 | $236.0K | 0.23% | −325−2.8% | Reduced |
| Pinnacle Financial Partners Inc | 11,133 | $235.7K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,968 | $233.6K | 0.06% | +10,968 | New |
| Sentry LLC | 11,024 | $233.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| Avestar Capital, LLC | 10,988 | $232.6K | 0.03% | +10,988 | New |
| First Horizon Advisors, Inc. | 10,933 | $231.5K | 0.01% | +501+4.8% | Added |
| Fisher Asset Management, LLC | 10,920 | $231.2K | 0.00% | +10,920 | New |
| Thompson Davis & Co., Inc. | 10,900 | $230.8K | 0.20% | +10,900 | New |
| Ironwood Investment Management LLC | 10,778 | $228.2K | 0.12% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 10,691 | $226.3K | 0.13% | +119+1.1% | Added |
| Leuthold Group, LLC | 10,666 | $225.8K | 0.03% | +10,666 | New |
| Allianz SE | 10,600 | $224.4K | 0.01% | +10,600 | New |
| BKD Wealth Advisors, LLC | 10,540 | $223.1K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,523 | $222.8K | 0.02% | −10,000−48.7% | Reduced |
| Dakota Wealth Management | 10,487 | $222.0K | 0.01% | +10,487 | New |
| First Financial Bankshares Inc | 10,431 | $220.8K | 0.01% | +10,431 | New |
| Coppell Advisory Solutions LLC | 10,348 | $219.1K | 0.04% | +10,348 | New |
| Merit Financial Group, LLC | 10,309 | $218.2K | 0.00% | +10,309 | New |
| Anchor Investment Management, LLC | 10,250 | $217.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10,191 | $215.9K | 0.05% | −423−4.0% | Reduced |
| D'Orazio & Associates, Inc. | 10,197 | $215.9K | 0.03% | +180+1.8% | Added |
| Institute for Wealth Management, LLC. | 10,178 | $215.5K | 0.03% | +10,178 | New |
| Summit Financial Wealth Advisors, LLC | 10,106 | $213.9K | 0.04% | +10,106 | New |
| Lindbrook Capital, LLC | 10,010 | $211.9K | 0.02% | +697+7.5% | Added |
| SeaBridge Investment Advisors LLC | 10,000 | $211.7K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 10,000 | $211.7K | 0.02% | +10,000 | New |
| Herold Advisors, Inc. | 9,945 | $210.5K | 0.05% | +9,945 | New |
| BluePath Capital Management, LLC | 9,941 | $210.5K | 0.15% | −79−0.8% | Reduced |
| Conning Inc. | 9,938 | $210.4K | 0.01% | +9,938 | New |