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, 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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 16,782 | $343.4K | 0.07% | −3,221−16.1% | Reduced |
| Qtron Investments LLC | 16,817 | $344.1K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 16,934 | $346.5K | 0.00% | −923−5.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,116 | $350.2K | 0.00% | −732−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,233 | $352.6K | 0.02% | +2,068+13.6% | Added |
| Dumont & Blake Investment Advisors LLC | 17,519 | $358.4K | 0.10% | −17,519−50.0% | Reduced |
| Geller Advisors LLC | 17,434 | $359.0K | 0.02% | −5,262−23.2% | Reduced |
| Paragon Capital Management Ltd | 17,663 | $361.4K | 0.07% | +99+0.6% | Added |
| TCW Group Inc | 17,779 | $363.8K | 0.00% | −437−2.4% | Reduced |
| Ascent Group, LLC | 17,923 | $366.7K | 0.03% | +2,273+14.5% | Added |
| Ellevest, Inc. | 17,948 | $367.2K | 0.02% | +991+5.8% | Added |
| Stephens Inc | 17,998 | $368.2K | 0.01% | +1,972+12.3% | Added |
| Premier Path Wealth Partners, LLC | 18,138 | $371.1K | 0.06% | −2,848−13.6% | Reduced |
| Skopos Labs, Inc. | 18,195 | $372.3K | 0.12% | +120+0.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 18,250 | $373.4K | 0.27% | +18,250 | New |
| Ronald Blue Trust, Inc. | 17,910 | $379.2K | 0.00% | +7,119+66.0% | Added |
| Kessler Investment Group, LLC | 18,563 | $379.8K | 0.20% | +18,563 | New |
| William B. Walkup & Associates, Inc. | 18,695 | $382.5K | 0.24% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,713 | $382.9K | 0.00% | +2,185+13.2% | Added |
| Canandaigua National Trust Co of Florida | 18,812 | $384.9K | 0.33% | +18,812 | New |
| Fiduciary Financial Group, LLC | 18,390 | $385.6K | 0.09% | +4,932+36.6% | Added |
| Regal Investment Advisors LLC | 18,988 | $388.5K | 0.03% | +18,988 | New |
| Meeder Advisory Services, Inc. | 19,172 | $392.3K | 0.03% | −2,333−10.8% | Reduced |
| E Fund Management Co., Ltd. | 19,179 | $392.4K | 0.02% | +4,101+27.2% | Added |
| Wendell David Associates Inc | 19,200 | $393.0K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 19,565 | $400.3K | 0.01% | +19,065+3,813.0% | Added |
| Lebenthal Global Advisors, LLC | 19,649 | $402.0K | 0.08% | +71+0.4% | Added |
| Summit Trail Advisors, LLC | 19,562 | $403.0K | 0.01% | −1,338−6.4% | Reduced |
| Advisory Services Network, LLC | 19,037 | $403.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,764 | $404.4K | 0.00% | +19,764 | New |
| Western Wealth Management, LLC | 19,773 | $404.6K | 0.02% | −767−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 19,870 | $406.5K | 0.25% | +3,770+23.4% | Added |
| Atria Investments LLC | 19,979 | $408.8K | 0.01% | −3,534−15.0% | Reduced |
| Abn Amro Investment Solutions | 19,980 | $408.8K | 0.01% | −8,432−29.7% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $409.2K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $409.2K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 20,072 | $410.7K | 0.00% | +741+3.8% | Added |
| EntryPoint Capital, LLC | 20,145 | $412.2K | 0.23% | +20,145 | New |
| SPC Financial, Inc. | 20,219 | $413.7K | 0.04% | +20,219 | New |
| Dynasty Wealth Management, LLC | 20,305 | $415.4K | 0.01% | +20,305 | New |
| Independent Financial Group, LLC | 20,573 | $420.9K | 0.02% | +6,930+50.8% | Added |
| Inlet Private Wealth, LLC | 20,590 | $421.3K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Designers | 21,175 | $422.4K | 0.05% | +93+0.4% | Added |
| TCG Advisory Services, LLC | 20,909 | $427.8K | 0.02% | +535+2.6% | Added |
| Checchi Capital Advisers, LLC | 21,041 | $430.5K | 0.03% | +995+5.0% | Added |
| Kesler, Norman & Wride, LLC | 21,122 | $432.2K | 0.08% | +21,122 | New |
| Silvercrest Asset Management Group LLC | 21,182 | $433.4K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 21,471 | $439.3K | 0.01% | −2,950−12.1% | Reduced |
| CBOE Vest Financial, LLC | 21,481 | $439.5K | 0.01% | +6,121+39.9% | Added |
| MidWestOne Financial Group, Inc. | 21,493 | $439.7K | 0.06% | −715−3.2% | Reduced |
| IMC-Chicago, LLC | 21,627 | $442.5K | 0.01% | −247,649−92.0% | Reduced |
| Zuckerman Investment Group, LLC | 22,000 | $450.1K | 0.05% | +22,000 | New |
| Centiva Capital, LP | 22,110 | $452.4K | 0.02% | −143,369−86.6% | Reduced |
| Rathbone Brothers plc | 22,250 | $455.2K | 0.00% | +73+0.3% | Added |
| Carret Asset Management, LLC | 22,350 | $457.3K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22,494 | $460.2K | 0.20% | −250−1.1% | Reduced |
| Belpointe Asset Management LLC | 22,582 | $462.0K | 0.03% | +22,582 | New |
| Cidel Asset Management Inc | 22,831 | $467.1K | 0.03% | 00.0% | Unchanged |
| City Center Advisors, LLC | 22,991 | $470.4K | 0.52% | +7,391+47.4% | Added |
| Coldstream Capital Management Inc | 22,798 | $470.6K | 0.01% | +1,627+7.7% | Added |
| Evergreen Capital Management LLC | 22,942 | $472.4K | 0.02% | +603+2.7% | Added |
| Smartleaf Asset Management LLC | 23,457 | $472.4K | 0.06% | +21,290+982.5% | Added |
| Forum Financial Management, LP | 23,124 | $473.1K | 0.01% | −597−2.5% | Reduced |
| Penn Mutual Asset Management, LLC | 23,200 | $474.7K | 0.94% | +7,200+45.0% | Added |
| Werba Rubin Papier Wealth Management | 23,583 | $482.5K | 0.11% | +581+2.5% | Added |
| WBI Investments | 23,660 | $484.1K | 0.12% | +23,660 | New |
| Synovus Financial Corp | 23,751 | $485.9K | 0.01% | +1,732+7.9% | Added |
| Teewinot Capital Advisers, L.L.C. | 23,802 | $487.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 23,860 | $487.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 23,979 | $490.0K | 0.02% | +4,000+20.0% | Added |
| Montgomery Investment Management Inc | 24,250 | $496.2K | 0.18% | 00.0% | Unchanged |
| Old Port Advisors | 24,377 | $498.8K | 0.14% | −355−1.4% | Reduced |
| Bryn Mawr Trust Co | 24,787 | $507.1K | 0.01% | +24,787 | New |
| Argonautica Private Wealth Management, Inc | 24,797 | $507.3K | 0.17% | +111+0.4% | Added |
| RSM US Wealth Management LLC | 25,909 | $516.9K | 0.01% | +6,019+30.3% | Added |
| American Alpha Advisors, LLC | 25,468 | $521.1K | 0.49% | +25,468 | New |
| Vestcor Inc | 25,552 | $523.0K | 0.02% | 00.0% | Unchanged |
| Grassi Investment Management | 25,600 | $524.0K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 27,315 | $527.5K | 0.19% | +27,315 | New |
| Apollon Wealth Management, LLC | 25,862 | $529.1K | 0.01% | +404+1.6% | Added |
| Sanders Morris Harris LLC | 26,000 | $532.0K | 0.09% | 00.0% | Unchanged |
| Veracity Capital LLC | 26,019 | $532.3K | 0.20% | +27+0.1% | Added |
| KLCM Advisors, Inc. | 26,146 | $534.9K | 0.06% | −135−0.5% | Reduced |
| Cohen Klingenstein LLC | 26,200 | $536.1K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 26,353 | $539.2K | 0.02% | −463−1.7% | Reduced |
| Level Four Advisory Services, LLC | 27,766 | $541.2K | 0.02% | +27,766 | New |
| Brown Advisory Inc | 26,466 | $541.5K | 0.00% | +5,179+24.3% | Added |
| Abacus Planning Group, Inc. | 26,556 | $543.3K | 0.10% | −3,417−11.4% | Reduced |
| One Wealth Advisors, LLC | 26,939 | $554.7K | 0.09% | +6,446+31.5% | Added |
| Parallax Volatility Advisers, L.P. | 27,125 | $555.0K | 0.01% | −182,716−87.1% | Reduced |
| Signaturefd, LLC | 27,322 | $559.0K | 0.01% | +978+3.7% | Added |
| Greenleaf Trust | 27,427 | $561.2K | 0.00% | −75−0.3% | Reduced |
| Sage Advisors, LLC | 27,551 | $563.7K | 0.44% | +169+0.6% | Added |
| Cacti Asset Management LLC | 30,000 | $566.4K | 0.04% | 00.0% | Unchanged |
| Groupama Asset Managment | 70,795 | $579.6K | 0.02% | +70,795 | New |
| Wiley Bros.-Aintree Capital, LLC | 28,386 | $581.6K | 0.01% | +28,386 | New |
| Phoenix Holdings Ltd. | 28,452 | $583.4K | 0.01% | −111,460−79.7% | Reduced |
| Reuter James Wealth Management, LLC | 28,666 | $586.5K | 0.11% | +28,666 | New |
| Dynamic Technology Lab Private Ltd | 28,741 | $588.0K | 0.06% | +28,741 | New |
| Profund Advisors LLC | 28,945 | $592.2K | 0.02% | +2,652+10.1% | Added |