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; 1,449 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 | 1,449 | $53.1B |
| Q1 2026 | 1,122 | $28.5B |
| Q4 2025 | 1,119 | $29.1B |
| Q3 2025 | 1,114 | $28.4B |
| Q2 2025 | 1,034 | $23.2B |
| Q1 2025 | 1,032 | $17.9B |
| Q4 2024 | 1,089 | $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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 560 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 558 | $11.0K | 0.00% | +1+0.2% | Added |
| Oarsman Capital, Inc. | 533 | $10.9K | 0.00% | +533 | New |
| Tanglewood Legacy Advisors, LLC | 502 | $10.3K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 500 | $10.2K | 0.00% | +500 | New |
| Harbor Investment Advisory, LLC | 491 | $10.0K | 0.00% | −19−3.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 477 | $9.76K | 0.00% | −92−16.2% | Reduced |
| Abound Wealth Management | 467 | $9.55K | 0.00% | +21+4.7% | Added |
| Avion Wealth | 480 | $9.00K | 0.00% | −27−5.3% | Reduced |
| Bogart Wealth, LLC | 435 | $8.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 432 | $8.85K | 0.00% | −52−10.7% | Reduced |
| Horizon Financial Services, LLC | 416 | $8.51K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 416 | $8.51K | 0.00% | +416 | New |
| Rakuten Securities, Inc. | 411 | $8.41K | 0.00% | −3,816−90.3% | Reduced |
| Financial Network Wealth Advisors LLC | 405 | $8.29K | 0.01% | +25+6.6% | Added |
| Heritage Wealth Advisors | 400 | $8.18K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $8.18K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 372 | $8.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 381 | $7.85K | 0.00% | −5−1.3% | Reduced |
| Bruce G. Allen Investments, LLC | 382 | $7.82K | 0.01% | +188+96.9% | Added |
| Delta Asset Management LLC | 375 | $7.67K | 0.00% | −100−21.1% | Reduced |
| Kozak & Associates, Inc. | 362 | $7.55K | 0.00% | −122−25.2% | Reduced |
| Kings Path Partners LLC | 358 | $7.33K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 340 | $6.95K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 318 | $6.51K | 0.00% | +40+14.4% | Added |
| Center for Financial Planning, Inc. | 316 | $6.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 294 | $6.01K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $6.00K | 0.00% | −1,043−77.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Planning Capital Management Corp | 271 | $5.55K | 0.00% | +158+139.8% | Added |
| Bull Oak Capital, LLC | 269 | $5.50K | 0.00% | +269 | New |
| Dunhill Financial, LLC | 267 | $5.46K | 0.00% | +127+90.7% | Added |
| Gilliland Jeter Wealth Management LLC | 265 | $5.42K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 263 | $5.38K | 0.00% | +263 | New |
| Carolinas Wealth Consulting LLC | 258 | $5.31K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 250 | $5.12K | 0.00% | +250 | New |
| Zions Bancorporation, N.A. | 249 | $5.09K | 0.00% | −716−74.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 247 | $5.05K | 0.00% | −379−60.5% | Reduced |
| ORG Partners LLC | 245 | $5.01K | 0.00% | −1,608−86.8% | Reduced |
| Kennebec Savings Bank | 239 | $4.89K | 0.00% | +239 | New |
| Main Street Group, LTD | 235 | $4.81K | 0.00% | +1+0.4% | Added |
| Cherry Tree Wealth Management, LLC | 227 | $4.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $4.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 218 | $4.46K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 214 | $4.40K | 0.01% | +1+0.5% | Added |
| Hoey Investments, Inc | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 202 | $4.13K | 0.00% | +202 | New |
| Colonial Trust Advisors | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 180 | $4.00K | 0.00% | +2+1.1% | Added |
| M&R Capital Management Inc | 187 | $3.82K | 0.00% | +107+133.8% | Added |
| DHJJ Financial Advisors, Ltd. | 180 | $3.68K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 176 | $3.60K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 163 | $3.33K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 149 | $3.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $2.88K | 0.00% | −10−6.7% | Reduced |
| Clear Point Advisors Inc. | 137 | $2.80K | 0.00% | +1+0.7% | Added |
| Chilton Capital Management LLC | 134 | $2.74K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 133 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 125 | $2.56K | 0.00% | +125 | New |
| Darwin Advisors, LLC | 123 | $2.51K | 0.00% | +123 | New |
| Park Place Capital Corp | 121 | $2.48K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 117 | $2.39K | 0.00% | +1+0.9% | Added |
| DiNuzzo Private Wealth, Inc. | 110 | $2.25K | 0.00% | −4−3.5% | Reduced |
| Financial Perspectives, Inc | 109 | $2.23K | 0.00% | +1+0.9% | Added |
| Pineridge Advisors LLC | 107 | $2.19K | 0.00% | −177−62.3% | Reduced |
| Creative Capital Management Investments LLC | 106 | $2.17K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $2.05K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 86 | $1.76K | 0.00% | +41+91.1% | Added |
| City State Bank | 78 | $1.60K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 78 | $1.59K | 0.00% | +78 | New |
| Trifecta Capital Advisors, LLC | 71 | $1.45K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 63 | $1.29K | 0.00% | −10−13.7% | Reduced |
| Twin Lakes Capital Management, LLC | 63 | $1.29K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 63 | $1.29K | 0.00% | +63 | New |
| Peterson Financial Group, Inc. | 62 | $1.26K | 0.00% | +62 | New |
| GPS Wealth Strategies Group, LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $1.02K | 0.00% | +50 | New |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 59 | $1.00K | 0.00% | +59 | New |
| Continuum Advisory, LLC | 46 | $982 | 0.00% | +17+58.6% | Added |
| Stone House Investment Management, LLC | 43 | $880 | 0.00% | +43 | New |
| REAP Financial Group, LLC | 40 | $818 | 0.00% | −480−92.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 39 | $798 | 0.00% | −561−93.5% | Reduced |
| Criterion Capital Advisors, LLC | 36 | $763 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 32 | $655 | 0.00% | −10−23.8% | Reduced |
| Accordant Advisory Group Inc | 31 | $634 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 31 | $634 | 0.00% | +31 | New |
| Delos Wealth Advisors, LLC | 30 | $614 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $614 | 0.00% | +30 | New |
| TFC Financial Management | 29 | $594 | 0.00% | 00.0% | Unchanged |