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 |
|---|---|---|---|---|---|
| IMPACTfolio, LLC | 10,762 | $220.2K | 0.11% | +71+0.7% | Added |
| Private Trust Co NA | 10,816 | $221.3K | 0.02% | −1,060−8.9% | Reduced |
| Vise Technologies, Inc. | 10,894 | $222.9K | 0.03% | +10,894 | New |
| Cowa, LLC | 11,000 | $225.1K | 0.11% | −1,000−8.3% | Reduced |
| Drive Wealth Management, LLC | 10,939 | $225.2K | 0.06% | −29−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,941 | $225.3K | 0.01% | +10,941 | New |
| Davis R M Inc | 11,012 | $225.3K | 0.00% | +12+0.1% | Added |
| Sentry LLC | 11,024 | $225.6K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11,117 | $227.5K | 0.01% | +10,521+1,765.3% | Added |
| Berger Financial Group, Inc | 11,181 | $228.8K | 0.02% | −141−1.2% | Reduced |
| Pinnacle Financial Partners Inc | 11,212 | $229.4K | 0.00% | +79+0.7% | Added |
| Capital Planning LLC | 11,199 | $230.6K | 0.06% | +35+0.3% | Added |
| Tocqueville Asset Management L.P. | 11,294 | $231.1K | 0.00% | +11,294 | New |
| Dark Forest Capital Management LP | 11,304 | $231.3K | 0.03% | +11,304 | New |
| Summit Financial Wealth Advisors, LLC | 11,348 | $232.2K | 0.04% | +1,242+12.3% | Added |
| Clearstead Advisors, LLC | 11,351 | $232.2K | 0.00% | −777−6.4% | Reduced |
| North Star Investment Management Corp. | 11,385 | $232.9K | 0.02% | −45,000−79.8% | Reduced |
| Aspire Private Capital, LLC | 11,412 | $233.5K | 0.06% | +2,098+22.5% | Added |
| Citizens Financial Group Inc | 11,467 | $236.1K | 0.00% | +251+2.2% | Added |
| Total Clarity Wealth Management, Inc. | 11,554 | $236.4K | 0.08% | +11,554 | New |
| Lake Street Financial LLC | 11,637 | $238.1K | 0.04% | −600−4.9% | Reduced |
| Clarus Wealth Advisors | 11,458 | $239.0K | 0.12% | +11,458 | New |
| Freestone Capital Holdings, LLC | 11,702 | $239.4K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,715 | $239.7K | 0.01% | +1,228+11.7% | Added |
| Ontario Teachers Pension Plan Board | 11,799 | $241.4K | 0.00% | −71,682−85.9% | Reduced |
| Inceptionr LLC | 11,824 | $241.9K | 0.06% | +11,824 | New |
| Aaron Wealth Advisors | 11,885 | $243.2K | 0.03% | +11,885 | New |
| Avidian Wealth Solutions, LLC | 11,903 | $243.5K | 0.01% | +371+3.2% | Added |
| Doliver Advisors, LP | 12,000 | $245.5K | 0.07% | −300−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 12,108 | $247.7K | 0.01% | −417−3.3% | Reduced |
| Canton Hathaway, LLC | 12,100 | $248.0K | 0.06% | +3,000+33.0% | Added |
| Gibraltar Capital Management, Inc. | 12,179 | $249.2K | 0.11% | +12,179 | New |
| Sharp Financial Services, LLC | 12,200 | $249.6K | 0.19% | +12,200 | New |
| First Horizon Advisors, Inc. | 12,282 | $251.3K | 0.01% | +1,349+12.3% | Added |
| Baird Financial Group, Inc. | 12,344 | $252.6K | 0.00% | −7,226−36.9% | Reduced |
| Winton Group Ltd | 12,417 | $254.1K | 0.02% | +12,417 | New |
| Clear Creek Financial Management, LLC | 12,441 | $254.5K | 0.03% | −804−6.1% | Reduced |
| Institute for Wealth Management, LLC. | 12,522 | $256.2K | 0.03% | +2,344+23.0% | Added |
| Essex Financial Services, Inc. | 12,935 | $257.3K | 0.02% | +1,191+10.1% | Added |
| Wulff, Hansen & Co. | 12,666 | $259.1K | 0.24% | +1,517+13.6% | Added |
| Stratos Wealth Partners, LTD. | 12,667 | $259.2K | 0.00% | −3,006−19.2% | Reduced |
| Nixon Peabody Trust Co | 12,750 | $260.9K | 0.02% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 12,554 | $262.3K | 0.05% | +86+0.7% | Added |
| Exchange Traded Concepts, LLC | 12,840 | $262.7K | 0.01% | +10,171+381.1% | Added |
| Ariadne Wealth Management, LP | 12,270 | $263.1K | 0.14% | +12,270 | New |
| Burke & Herbert Bank & Trust Co | 12,874 | $263.4K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,910 | $264.1K | 0.02% | +636+5.2% | Added |
| Smith Shellnut Wilson LLC | 12,924 | $264.4K | 0.12% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 12,986 | $265.7K | 0.02% | −100−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,045 | $266.9K | 0.04% | +8+0.1% | Added |
| Gries Financial LLC | 13,047 | $266.9K | 0.05% | +13,047 | New |
| PDS Planning, Inc | 13,091 | $267.8K | 0.02% | −32−0.2% | Reduced |
| Silver Coast Investments LLC | 13,146 | $269.0K | 0.10% | +13,146 | New |
| Baader Bank INC | 13,499 | $269.2K | 0.02% | +861+6.8% | Added |
| Auxier Asset Management | 13,359 | $273.3K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,369 | $274.0K | 0.05% | −355−2.6% | Reduced |
| Princeton Capital Management LLC | 13,412 | $274.4K | 0.09% | −53,658−80.0% | Reduced |
| MBB Public Markets I LLC | 13,590 | $278.1K | 0.02% | −77,684−85.1% | Reduced |
| Kathmere Capital Management, LLC | 13,614 | $278.5K | 0.03% | +13,614 | New |
| PFG Investments, LLC | 13,697 | $280.2K | 0.02% | +1,387+11.3% | Added |
| Marcum Wealth, LLC | 13,825 | $282.9K | 0.03% | +13,825 | New |
| Lyell Wealth Management, LP | 13,899 | $284.4K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,924 | $284.9K | 0.06% | +589+4.4% | Added |
| Schechter Investment Advisors, LLC | 13,933 | $285.1K | 0.02% | +1,824+15.1% | Added |
| Clarius Group, LLC | 14,122 | $285.2K | 0.02% | +87+0.6% | Added |
| First Dallas Securities Inc. | 14,005 | $286.5K | 0.12% | +2,355+20.2% | Added |
| Siemens Fonds Invest GmbH | 14,021 | $286.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,990 | $287.8K | 0.02% | +11,700+510.9% | Added |
| Spinnaker Trust | 14,135 | $289.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,263 | $291.8K | 0.02% | −636−4.3% | Reduced |
| Avestar Capital, LLC | 14,282 | $292.2K | 0.03% | +3,294+30.0% | Added |
| HighPoint Advisor Group LLC | 14,813 | $297.1K | 0.02% | −1,595−9.7% | Reduced |
| Tiaa Trust, National Association | 14,662 | $300.0K | 0.00% | +483+3.4% | Added |
| Mount Yale Investment Advisors, LLC | 14,674 | $300.2K | 0.03% | +2,029+16.0% | Added |
| Zacks Investment Management | 14,771 | $302.2K | 0.00% | −790,168−98.2% | Reduced |
| Harbor Capital Advisors, Inc. | 14,868 | $304.0K | 0.01% | +66+0.4% | Added |
| Trust Asset Management LLC | 14,896 | $304.8K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 14,925 | $305.4K | 0.11% | 00.0% | Unchanged |
| RHS Financial, LLC | 14,987 | $306.6K | 0.15% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 15,000 | $306.9K | 0.05% | +4,000+36.4% | Added |
| Clear Street Markets LLC | 15,000 | $307.0K | 0.20% | −80,000−84.2% | Reduced |
| MAI Capital Management | 15,141 | $309.8K | 0.00% | −35,106−69.9% | Reduced |
| NBC Securities, Inc. | 15,201 | $311.0K | 0.03% | +12,710+510.2% | Added |
| Frank, Rimerman Advisors LLC | 15,373 | $314.5K | 0.02% | −214−1.4% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 15,583 | $318.8K | 0.00% | −4,571−22.7% | Reduced |
| Claro Advisors LLC | 15,842 | $324.1K | 0.04% | +15,842 | New |
| Phillips Wealth Planners LLC | 15,544 | $324.7K | 0.31% | +15,544 | New |
| Capstone Investment Advisors, LLC | 15,997 | $327.3K | 0.01% | −10,099−38.7% | Reduced |
| Humankind Investments LLC | 16,025 | $327.9K | 0.12% | +63+0.4% | Added |
| Bradley Foster & Sargent Inc | 16,105 | $329.5K | 0.01% | +98+0.6% | Added |
| Ameritas Investment Partners, Inc. | 16,234 | $332.1K | 0.01% | −879−5.1% | Reduced |
| West Michigan Advisors, LLC | 16,137 | $332.3K | 0.10% | +16,137 | New |
| Pinpoint Asset Management Ltd | 16,308 | $333.7K | 0.07% | +16,308 | New |
| Snowden Capital Advisors LLC | 16,217 | $333.9K | 0.01% | +2,095+14.8% | Added |
| First National Bank & Trust Co of Newtown | 16,424 | $335.9K | 0.06% | −200−1.2% | Reduced |
| Burns Matteson Capital Management, LLC | 16,481 | $337.2K | 0.19% | +16,481 | New |
| Meridian Investment Counsel Inc. | 16,633 | $340.3K | 0.10% | −945−5.4% | Reduced |
| Brookstone Capital Management | 16,687 | $341.4K | 0.01% | −4,773−22.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,643 | $342.7K | 0.00% | +500+3.1% | Added |
| Neville Rodie & Shaw Inc | 16,776 | $343.0K | 0.03% | 00.0% | Unchanged |