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 |
|---|---|---|---|---|---|
| William B. Walkup & Associates, Inc. | 18,695 | $382.5K | 0.24% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 18,563 | $379.8K | 0.20% | +18,563 | New |
| Ronald Blue Trust, Inc. | 17,910 | $379.2K | 0.00% | +7,119+66.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 18,250 | $373.4K | 0.27% | +18,250 | New |
| Skopos Labs, Inc. | 18,195 | $372.3K | 0.12% | +120+0.7% | Added |
| Premier Path Wealth Partners, LLC | 18,138 | $371.1K | 0.06% | −2,848−13.6% | Reduced |
| Stephens Inc | 17,998 | $368.2K | 0.01% | +1,972+12.3% | Added |
| Ellevest, Inc. | 17,948 | $367.2K | 0.02% | +991+5.8% | Added |
| Ascent Group, LLC | 17,923 | $366.7K | 0.03% | +2,273+14.5% | Added |
| TCW Group Inc | 17,779 | $363.8K | 0.00% | −437−2.4% | Reduced |
| Paragon Capital Management Ltd | 17,663 | $361.4K | 0.07% | +99+0.6% | Added |
| Geller Advisors LLC | 17,434 | $359.0K | 0.02% | −5,262−23.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,519 | $358.4K | 0.10% | −17,519−50.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,233 | $352.6K | 0.02% | +2,068+13.6% | Added |
| Prime Capital Investment Advisors, LLC | 17,116 | $350.2K | 0.00% | −732−4.1% | Reduced |
| Huntington National Bank | 16,934 | $346.5K | 0.00% | −923−5.2% | Reduced |
| Qtron Investments LLC | 16,817 | $344.1K | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 16,782 | $343.4K | 0.07% | −3,221−16.1% | Reduced |
| Neville Rodie & Shaw Inc | 16,776 | $343.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16,643 | $342.7K | 0.00% | +500+3.1% | Added |
| Brookstone Capital Management | 16,687 | $341.4K | 0.01% | −4,773−22.2% | Reduced |
| Meridian Investment Counsel Inc. | 16,633 | $340.3K | 0.10% | −945−5.4% | Reduced |
| Burns Matteson Capital Management, LLC | 16,481 | $337.2K | 0.19% | +16,481 | New |
| First National Bank & Trust Co of Newtown | 16,424 | $335.9K | 0.06% | −200−1.2% | Reduced |
| Snowden Capital Advisors LLC | 16,217 | $333.9K | 0.01% | +2,095+14.8% | Added |
| Pinpoint Asset Management Ltd | 16,308 | $333.7K | 0.07% | +16,308 | New |
| West Michigan Advisors, LLC | 16,137 | $332.3K | 0.10% | +16,137 | New |
| Ameritas Investment Partners, Inc. | 16,234 | $332.1K | 0.01% | −879−5.1% | Reduced |
| Bradley Foster & Sargent Inc | 16,105 | $329.5K | 0.01% | +98+0.6% | Added |
| Humankind Investments LLC | 16,025 | $327.9K | 0.12% | +63+0.4% | Added |
| Capstone Investment Advisors, LLC | 15,997 | $327.3K | 0.01% | −10,099−38.7% | Reduced |
| Phillips Wealth Planners LLC | 15,544 | $324.7K | 0.31% | +15,544 | New |
| Claro Advisors LLC | 15,842 | $324.1K | 0.04% | +15,842 | New |
| Deerfield Management Company, L.P. (Series C) | 15,583 | $318.8K | 0.00% | −4,571−22.7% | Reduced |
| Frank, Rimerman Advisors LLC | 15,373 | $314.5K | 0.02% | −214−1.4% | Reduced |
| NBC Securities, Inc. | 15,201 | $311.0K | 0.03% | +12,710+510.2% | Added |
| MAI Capital Management | 15,141 | $309.8K | 0.00% | −35,106−69.9% | Reduced |
| Clear Street Markets LLC | 15,000 | $307.0K | 0.20% | −80,000−84.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 15,000 | $306.9K | 0.05% | +4,000+36.4% | Added |
| RHS Financial, LLC | 14,987 | $306.6K | 0.15% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 14,925 | $305.4K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 14,896 | $304.8K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 14,868 | $304.0K | 0.01% | +66+0.4% | Added |
| Zacks Investment Management | 14,771 | $302.2K | 0.00% | −790,168−98.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,674 | $300.2K | 0.03% | +2,029+16.0% | Added |
| Tiaa Trust, National Association | 14,662 | $300.0K | 0.00% | +483+3.4% | Added |
| HighPoint Advisor Group LLC | 14,813 | $297.1K | 0.02% | −1,595−9.7% | Reduced |
| Avestar Capital, LLC | 14,282 | $292.2K | 0.03% | +3,294+30.0% | Added |
| Quadrant Capital Group LLC | 14,263 | $291.8K | 0.02% | −636−4.3% | Reduced |
| Spinnaker Trust | 14,135 | $289.2K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,990 | $287.8K | 0.02% | +11,700+510.9% | Added |
| Siemens Fonds Invest GmbH | 14,021 | $286.9K | 0.02% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 14,005 | $286.5K | 0.12% | +2,355+20.2% | Added |
| Clarius Group, LLC | 14,122 | $285.2K | 0.02% | +87+0.6% | Added |
| Schechter Investment Advisors, LLC | 13,933 | $285.1K | 0.02% | +1,824+15.1% | Added |
| Cutter & CO Brokerage, Inc. | 13,924 | $284.9K | 0.06% | +589+4.4% | Added |
| Lyell Wealth Management, LP | 13,899 | $284.4K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,825 | $282.9K | 0.03% | +13,825 | New |
| PFG Investments, LLC | 13,697 | $280.2K | 0.02% | +1,387+11.3% | Added |
| Kathmere Capital Management, LLC | 13,614 | $278.5K | 0.03% | +13,614 | New |
| MBB Public Markets I LLC | 13,590 | $278.1K | 0.02% | −77,684−85.1% | Reduced |
| Princeton Capital Management LLC | 13,412 | $274.4K | 0.09% | −53,658−80.0% | Reduced |
| Cigna Investments Inc | 13,369 | $274.0K | 0.05% | −355−2.6% | Reduced |
| Auxier Asset Management | 13,359 | $273.3K | 0.04% | 00.0% | Unchanged |
| Baader Bank INC | 13,499 | $269.2K | 0.02% | +861+6.8% | Added |
| Silver Coast Investments LLC | 13,146 | $269.0K | 0.10% | +13,146 | New |
| PDS Planning, Inc | 13,091 | $267.8K | 0.02% | −32−0.2% | Reduced |
| Gries Financial LLC | 13,047 | $266.9K | 0.05% | +13,047 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,045 | $266.9K | 0.04% | +8+0.1% | Added |
| True Link Financial Advisors, LLC | 12,986 | $265.7K | 0.02% | −100−0.8% | Reduced |
| Smith Shellnut Wilson LLC | 12,924 | $264.4K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,910 | $264.1K | 0.02% | +636+5.2% | Added |
| Burke & Herbert Bank & Trust Co | 12,874 | $263.4K | 0.06% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 12,270 | $263.1K | 0.14% | +12,270 | New |
| Exchange Traded Concepts, LLC | 12,840 | $262.7K | 0.01% | +10,171+381.1% | Added |
| Peninsula Wealth, LLC | 12,554 | $262.3K | 0.05% | +86+0.7% | Added |
| Nixon Peabody Trust Co | 12,750 | $260.9K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,667 | $259.2K | 0.00% | −3,006−19.2% | Reduced |
| Wulff, Hansen & Co. | 12,666 | $259.1K | 0.24% | +1,517+13.6% | Added |
| Essex Financial Services, Inc. | 12,935 | $257.3K | 0.02% | +1,191+10.1% | Added |
| Institute for Wealth Management, LLC. | 12,522 | $256.2K | 0.03% | +2,344+23.0% | Added |
| Clear Creek Financial Management, LLC | 12,441 | $254.5K | 0.03% | −804−6.1% | Reduced |
| Winton Group Ltd | 12,417 | $254.1K | 0.02% | +12,417 | New |
| Baird Financial Group, Inc. | 12,344 | $252.6K | 0.00% | −7,226−36.9% | Reduced |
| First Horizon Advisors, Inc. | 12,282 | $251.3K | 0.01% | +1,349+12.3% | Added |
| Sharp Financial Services, LLC | 12,200 | $249.6K | 0.19% | +12,200 | New |
| Gibraltar Capital Management, Inc. | 12,179 | $249.2K | 0.11% | +12,179 | New |
| Canton Hathaway, LLC | 12,100 | $248.0K | 0.06% | +3,000+33.0% | Added |
| Avantax Planning Partners, Inc. | 12,108 | $247.7K | 0.01% | −417−3.3% | Reduced |
| Doliver Advisors, LP | 12,000 | $245.5K | 0.07% | −300−2.4% | Reduced |
| Avidian Wealth Solutions, LLC | 11,903 | $243.5K | 0.01% | +371+3.2% | Added |
| Aaron Wealth Advisors | 11,885 | $243.2K | 0.03% | +11,885 | New |
| Inceptionr LLC | 11,824 | $241.9K | 0.06% | +11,824 | New |
| Ontario Teachers Pension Plan Board | 11,799 | $241.4K | 0.00% | −71,682−85.9% | Reduced |
| Dakota Wealth Management | 11,715 | $239.7K | 0.01% | +1,228+11.7% | Added |
| Freestone Capital Holdings, LLC | 11,702 | $239.4K | 0.01% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 11,458 | $239.0K | 0.12% | +11,458 | New |
| Lake Street Financial LLC | 11,637 | $238.1K | 0.04% | −600−4.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,554 | $236.4K | 0.08% | +11,554 | New |
| Citizens Financial Group Inc | 11,467 | $236.1K | 0.00% | +251+2.2% | Added |