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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 11,412 | $233.5K | 0.06% | +2,098+22.5% | Added |
| North Star Investment Management Corp. | 11,385 | $232.9K | 0.02% | −45,000−79.8% | Reduced |
| Clearstead Advisors, LLC | 11,351 | $232.2K | 0.00% | −777−6.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 11,348 | $232.2K | 0.04% | +1,242+12.3% | Added |
| Dark Forest Capital Management LP | 11,304 | $231.3K | 0.03% | +11,304 | New |
| Tocqueville Asset Management L.P. | 11,294 | $231.1K | 0.00% | +11,294 | New |
| Capital Planning LLC | 11,199 | $230.6K | 0.06% | +35+0.3% | Added |
| Pinnacle Financial Partners Inc | 11,212 | $229.4K | 0.00% | +79+0.7% | Added |
| Berger Financial Group, Inc | 11,181 | $228.8K | 0.02% | −141−1.2% | Reduced |
| Sound Income Strategies, LLC | 11,117 | $227.5K | 0.01% | +10,521+1,765.3% | Added |
| Sentry LLC | 11,024 | $225.6K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 11,012 | $225.3K | 0.00% | +12+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,941 | $225.3K | 0.01% | +10,941 | New |
| Drive Wealth Management, LLC | 10,939 | $225.2K | 0.06% | −29−0.3% | Reduced |
| Cowa, LLC | 11,000 | $225.1K | 0.11% | −1,000−8.3% | Reduced |
| Vise Technologies, Inc. | 10,894 | $222.9K | 0.03% | +10,894 | New |
| Private Trust Co NA | 10,816 | $221.3K | 0.02% | −1,060−8.9% | Reduced |
| IMPACTfolio, LLC | 10,762 | $220.2K | 0.11% | +71+0.7% | Added |
| Driehaus Capital Management LLC | 10,630 | $217.5K | 0.00% | +10,630 | New |
| Fulton Bank, N.A. | 10,573 | $216.3K | 0.01% | +10,573 | New |
| BKD Wealth Advisors, LLC | 10,560 | $216.1K | 0.00% | +20+0.2% | Added |
| First Financial Bankshares Inc | 10,431 | $213.4K | 0.00% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,263 | $212.9K | 0.06% | +10,263 | New |
| Ironwood Investment Management LLC | 10,356 | $211.9K | 0.10% | −422−3.9% | Reduced |
| D'Orazio & Associates, Inc. | 10,342 | $211.6K | 0.03% | +145+1.4% | Added |
| Sunflower Bank, N.A. | 10,288 | $210.5K | 0.06% | +10,288 | New |
| Anchor Investment Management, LLC | 10,250 | $209.7K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 10,226 | $209.2K | 0.07% | +10,226 | New |
| First Citizens Bank & Trust Co | 10,207 | $208.8K | 0.00% | +10,207 | New |
| Coppell Advisory Solutions LLC | 10,348 | $208.4K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,023 | $205.1K | 0.01% | −500−4.8% | Reduced |
| Herold Advisors, Inc. | 9,945 | $203.5K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 9,938 | $203.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,875 | $202.0K | 0.02% | +4,454+82.2% | Added |
| Empower Advisory Group, LLC | 9,825 | $201.0K | 0.00% | +9,825 | New |
| Central Trust Co | 9,723 | $198.9K | 0.00% | +152+1.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,665 | $197.7K | 0.01% | +579+6.4% | Added |
| Lindbrook Capital, LLC | 9,654 | $197.5K | 0.02% | −356−3.6% | Reduced |
| Abich Financial Wealth Management LLC | 9,539 | $195.2K | 0.44% | +1,310+15.9% | Added |
| Eastern Bank | 9,360 | $191.5K | 0.00% | +9,360 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,200 | $188.2K | 0.12% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 7,736 | $187.6K | 0.00% | −920−10.6% | Reduced |
| Principal Securities, Inc. | 9,150 | $187.2K | 0.00% | +3,043+49.8% | Added |
| Whittier Trust Co of Nevada Inc | 8,715 | $178.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,644 | $178.0K | 0.01% | −2,563−22.9% | Reduced |
| Trust Co of Vermont | 8,322 | $170.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,293 | $169.7K | 0.01% | +766+10.2% | Added |
| Ossiam | 8,264 | $169.1K | 0.00% | +6,758+448.7% | Added |
| Capital Performance Advisors LLP | 8,191 | $167.6K | 0.05% | +8,191 | New |
| GeoWealth Management, LLC | 8,065 | $165.0K | 0.01% | −3,560−30.6% | Reduced |
| Oakworth Capital, Inc. | 7,978 | $163.2K | 0.01% | +47+0.6% | Added |
| Centaurus Financial, Inc. | 7,572 | $155.0K | 0.01% | +7,572 | New |
| Umb Bank N A | 7,226 | $147.8K | 0.00% | −1,722−19.2% | Reduced |
| Mather Group, LLC. | 7,117 | $145.6K | 0.00% | −1,257−15.0% | Reduced |
| Cohen & Steers, Inc. | 7,070 | $145.0K | 0.00% | −191−2.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,032 | $143.9K | 0.01% | −19,942−73.9% | Reduced |
| HM Payson & Co | 6,994 | $143.1K | 0.00% | −254−3.5% | Reduced |
| Wolff Wiese Magana LLC | 6,908 | $141.3K | 0.10% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 6,652 | $136.1K | 0.00% | +6,652 | New |
| Deseret Mutual Benefit Administrators | 6,511 | $133.2K | 0.07% | 00.0% | Unchanged |
| Estabrook Capital Management | 6,400 | $130.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,198 | $127.0K | 0.05% | +6,198 | New |
| Maia Wealth LLC | 6,000 | $122.8K | 0.03% | +6,000 | New |
| Brown Brothers Harriman & Co | 5,992 | $122.6K | 0.00% | −372−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5,882 | $120.3K | 0.01% | −888−13.1% | Reduced |
| MCF Advisors LLC | 5,495 | $113.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,512 | $112.8K | 0.03% | +3,167+135.1% | Added |
| Farmers & Merchants Investments Inc | 5,186 | $106.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,063 | $103.6K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,129 | $103.4K | 0.00% | +2,660+107.7% | Added |
| Central Pacific Bank - Trust Division | 5,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 4,975 | $101.8K | 0.01% | −400−7.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,960 | $101.5K | 0.00% | +4,960 | New |
| Motco | 4,846 | $99.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,666 | $95.5K | 0.01% | −579−11.0% | Reduced |
| Massmutual Trust Co FSB | 4,616 | $94.4K | 0.00% | +31+0.7% | Added |
| Eagle Bay Advisors LLC | 4,533 | $93.3K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,554 | $93.2K | 0.01% | +10+0.2% | Added |
| nVerses Capital, LLC | 4,500 | $92.1K | 0.04% | +4,500 | New |
| True Wealth Design, LLC | 4,404 | $90.1K | 0.04% | +4,352+8,369.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,597 | $89.2K | 0.00% | −800−14.8% | Reduced |
| Quent Capital, LLC | 4,272 | $87.1K | 0.01% | +9+0.2% | Added |
| SRS Capital Advisors, Inc. | 4,225 | $86.4K | 0.01% | +887+26.6% | Added |
| Cromwell Holdings LLC | 4,028 | $82.9K | 0.05% | −163−3.9% | Reduced |
| Silvant Capital Management LLC | 3,879 | $79.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,798 | $77.7K | 0.01% | +2,038+115.8% | Added |
| AdvisorNet Financial, Inc | 3,745 | $76.6K | 0.01% | −84−2.2% | Reduced |
| Sittner & Nelson, LLC | 3,728 | $76.3K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,742 | $76.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 3,694 | $76.0K | 0.05% | +2,304+165.8% | Added |
| Rothschild Investment LLC | 3,714 | $76.0K | 0.00% | −220−5.6% | Reduced |
| Ransom Advisory, Ltd | 3,700 | $75.7K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,659 | $74.9K | 0.03% | −1,200−24.7% | Reduced |
| Key Financial Inc | 3,497 | $71.5K | 0.02% | +34+1.0% | Added |
| Clean Yield Group | 3,471 | $71.0K | 0.02% | +271+8.5% | Added |
| Addison Advisors LLC | 3,323 | $68.0K | 0.02% | +193+6.2% | Added |
| Webster Bank, N. A. | 3,200 | $65.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,129 | $64.0K | 0.00% | −2−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,098 | $63.0K | 0.00% | −75,239−96.0% | Reduced |
| Geneos Wealth Management Inc. | 3,064 | $62.7K | 0.00% | +965+46.0% | Added |