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, Q3 2024
Institutional positions in Hewlett Packard Enterprise Co as of Sep 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
- 1,020
- +49 vs. Q2 2024
- Shares held
- 1.08B
- +157.5M (+17.1%) vs. Q2 2024
- Total value
- $22.1B
- +$2.57B (+13.1%) vs. Q2 2024
- New holders
- 139
- 403 more added
- Sold out
- 90
- 301 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 400 | $8.18K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $8.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 405 | $8.29K | 0.01% | +25+6.6% | Added |
| Rakuten Securities, Inc. | 411 | $8.41K | 0.00% | −3,816−90.3% | Reduced |
| Horizon Financial Services, LLC | 416 | $8.51K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 416 | $8.51K | 0.00% | +416 | New |
| Sunbelt Securities, Inc. | 432 | $8.85K | 0.00% | −52−10.7% | Reduced |
| Bogart Wealth, LLC | 435 | $8.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 480 | $9.00K | 0.00% | −27−5.3% | Reduced |
| Abound Wealth Management | 467 | $9.55K | 0.00% | +21+4.7% | Added |
| SJS Investment Consulting Inc. | 477 | $9.76K | 0.00% | −92−16.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 491 | $10.0K | 0.00% | −19−3.7% | Reduced |
| FSA Wealth Management LLC | 500 | $10.2K | 0.00% | +500 | New |
| Tanglewood Legacy Advisors, LLC | 502 | $10.3K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 533 | $10.9K | 0.00% | +533 | New |
| Capital Advisors, Ltd. LLC | 558 | $11.0K | 0.00% | +1+0.2% | Added |
| Boyd Watterson Asset Management LLC | 560 | $11.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 564 | $11.5K | 0.00% | −130−18.7% | Reduced |
| Sandy Spring Bank | 575 | $11.8K | 0.00% | −257−30.9% | Reduced |
| Tompkins Financial Corp | 578 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 592 | $12.1K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 600 | $12.3K | 0.01% | −480−44.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 600 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 616 | $12.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 619 | $12.7K | 0.00% | −148−19.3% | Reduced |
| IAG Wealth Partners, LLC | 632 | $12.9K | 0.00% | +632 | New |
| Salomon & Ludwin, LLC | 636 | $13.0K | 0.00% | −1,800−73.9% | Reduced |
| Global Wealth Strategies & Associates | 684 | $14.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 707 | $14.0K | 0.00% | +110+18.4% | Added |
| Private Wealth Management Group, LLC | 691 | $14.1K | 0.01% | −84−10.8% | Reduced |
| Red Tortoise LLC | 693 | $14.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 705 | $14.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 723 | $14.8K | 0.00% | +403+125.9% | Added |
| Perkins Coie Trust Co | 740 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 767 | $15.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 779 | $15.9K | 0.00% | +127+19.5% | Added |
| Park Circle Co | 800 | $16.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 801 | $16.4K | 0.00% | −66−7.6% | Reduced |
| New England Capital Financial Advisors LLC | 830 | $17.0K | 0.01% | +3+0.4% | Added |
| First Community Trust NA | 850 | $17.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 921 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 883 | $18.1K | 0.01% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 879 | $18.1K | 0.00% | −500−36.3% | Reduced |
| S.A. Mason LLC | 917 | $18.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 928 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 912 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 932 | $19.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 971 | $19.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 972 | $19.9K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 992 | $20.3K | 0.01% | +992 | New |
| Grayhawk Investment Strategies Inc. | 1,000 | $20.5K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $20.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,005 | $20.6K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,036 | $21.2K | 0.01% | +900+661.8% | Added |
| Albion Financial Group | 1,066 | $21.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,151 | $23.5K | 0.00% | −73−6.0% | Reduced |
| Washington Trust Co | 1,160 | $23.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,149 | $23.8K | 0.00% | +1,149 | New |
| Hilltop National Bank | 1,216 | $24.9K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,235 | $25.3K | 0.01% | +7+0.6% | Added |
| Union Savings Bank | 1,263 | $25.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,265 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,274 | $26.1K | 0.00% | +1,274 | New |
| WFA Asset Management Corp | 1,288 | $26.3K | 0.01% | +6+0.5% | Added |
| Centerpoint Advisors, LLC | 1,330 | $27.0K | 0.01% | +330+33.0% | Added |
| Manchester Capital Management LLC | 1,321 | $27.0K | 0.00% | +517+64.3% | Added |
| Altshuler Shaham Ltd | 1,336 | $27.3K | 0.00% | −260−16.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,337 | $27.4K | 0.00% | +20+1.5% | Added |
| Valley National Advisers Inc | 1,422 | $29.0K | 0.01% | −755−34.7% | Reduced |
| Financial Management Professionals, Inc. | 1,430 | $29.0K | 0.00% | +637+80.3% | Added |
| SOA Wealth Advisors, LLC. | 1,431 | $29.3K | 0.01% | −333−18.9% | Reduced |
| Ancora Advisors, LLC | 1,505 | $30.8K | 0.00% | +10+0.7% | Added |
| Coston, McIsaac & Partners | 1,523 | $31.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,600 | $32.8K | 0.00% | +900+128.6% | Added |
| SWAN Capital LLC | 1,614 | $33.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,702 | $35.0K | 0.00% | +1,338+367.6% | Added |
| Hemington Wealth Management | 1,808 | $35.0K | 0.01% | +1,808 | New |
| IFP Advisors, Inc | 1,717 | $35.1K | 0.00% | −453−20.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,764 | $35.2K | 0.00% | +211+13.6% | Added |
| CoreCap Advisors, LLC | 1,733 | $35.5K | 0.00% | −1,039−37.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,751 | $35.8K | 0.03% | +1,751 | New |
| Claris Advisors, LLC | 1,774 | $36.3K | 0.02% | +1,774 | New |
| FinTrust Capital Advisors, LLC | 1,805 | $36.9K | 0.01% | +1,805 | New |
| Ritter Daniher Financial Advisory LLC | 1,896 | $38.8K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,897 | $38.8K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,885 | $38.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,900 | $38.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,900 | $38.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,949 | $39.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,990 | $40.7K | 0.01% | −231−10.4% | Reduced |
| Rise Advisors, LLC | 1,999 | $40.9K | 0.02% | +625+45.5% | Added |
| Cullen/Frost Bankers, Inc. | 2,189 | $44.8K | 0.00% | +1,609+277.4% | Added |
| Beacon Capital Management, LLC | 2,240 | $45.8K | 0.01% | +698+45.3% | Added |
| Spire Wealth Management | 2,271 | $46.5K | 0.00% | −160−6.6% | Reduced |
| Catalyst Capital Advisors LLC | 2,326 | $47.6K | 0.00% | +2,326 | New |
| Parkside Financial Bank & Trust | 2,384 | $48.8K | 0.01% | +10+0.4% | Added |