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, Q1 2026
Institutional positions in Hewlett Packard Enterprise Co as of Mar 31, 2026. 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
- 1,122
- +23 vs. Q4 2025
- Shares held
- 1.20B
- +172.9M (+16.8%) vs. Q4 2025
- Total value
- $28.5B
- +$3.82B (+15.5%) vs. Q4 2025
- New holders
- 142
- 435 more added
- Sold out
- 119
- 342 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 8,679 | $206.6K | 0.03% | +8,679 | New |
| Spinnaker Trust | 8,620 | $205.2K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 8,538 | $205.1K | 0.01% | −550−6.1% | Reduced |
| Larson Financial Group LLC | 8,597 | $204.7K | 0.01% | +448+5.5% | Added |
| Diversified Trust Co | 8,492 | $202.2K | 0.00% | −149−1.7% | Reduced |
| Beaumont Financial Advisors, LLC | 8,469 | $201.6K | 0.01% | +23+0.3% | Added |
| Carnegie Lake Advisors LLC | 8,400 | $200.0K | 0.08% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,331 | $198.4K | 0.00% | +8,331 | New |
| Whittier Trust Co of Nevada Inc | 8,039 | $197.6K | 0.00% | +348+4.5% | Added |
| Oakworth Capital, Inc. | 7,978 | $190.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7,958 | $189.5K | 0.01% | +4,738+147.1% | Added |
| Spire Wealth Management | 7,742 | $184.3K | 0.01% | +17+0.2% | Added |
| FNY Investment Advisers, LLC | 7,740 | $184.0K | 0.08% | +7,740 | New |
| Acadian Asset Management LLC | 7,460 | $177.0K | 0.00% | +7,460 | New |
| Magnetar Financial LLC | 7,748 | $175.2K | 0.00% | +7,748 | New |
| Ballast Advisors LLC | 7,192 | $171.2K | 0.05% | +7,192 | New |
| Versant Capital Management, Inc | 7,148 | $170.2K | 0.02% | −58−0.8% | Reduced |
| Wolff Wiese Magana LLC | 6,908 | $164.5K | 0.09% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,895 | $164.2K | 0.07% | +4,294+165.1% | Added |
| Massmutual Trust Co FSB | 6,825 | $162.5K | 0.00% | −473−6.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,742 | $160.5K | 0.03% | +6,742 | New |
| Edmond de Rothschild Holding S.A. | 6,652 | $158.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 6,400 | $152.4K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 3,250 | $146.6K | 0.09% | +1,821+127.4% | Added |
| Hantz Financial Services, Inc. | 5,836 | $139.0K | 0.00% | +2,491+74.5% | Added |
| Los Angeles Capital Management LLC | 5,826 | $138.7K | 0.00% | −585,524−99.0% | Reduced |
| TIAA Wealth Investment Management LLC | 5,744 | $136.1K | 0.00% | +5,744 | New |
| Atlantic Union Bankshares Corp | 5,643 | $134.4K | 0.00% | −306−5.1% | Reduced |
| Itau Unibanco Holding S.A. | 5,587 | $133.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 5,586 | $126.3K | 0.00% | −636−10.2% | Reduced |
| Hanson & Doremus Investment Management | 5,090 | $121.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,000 | $119.0K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,000 | $119.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,773 | $113.6K | 0.01% | −200−4.0% | Reduced |
| IFP Advisors, Inc | 4,763 | $113.4K | 0.00% | −857−15.2% | Reduced |
| Basecamp Wealth Advisors LLC | 4,706 | $112.0K | 0.02% | +96+2.1% | Added |
| Parkside Financial Bank & Trust | 4,705 | $112.0K | 0.01% | −2,628−35.8% | Reduced |
| Cromwell Holdings LLC | 4,587 | $109.9K | 0.06% | +39+0.9% | Added |
| Innovative Asset Advisors Group, LLC | 4,539 | $108.8K | 0.06% | +4,539 | New |
| Napier Financial, LLC | 4,489 | $106.9K | 0.02% | +4,489 | New |
| Covestor Ltd | 4,430 | $105.0K | 0.07% | +3,265+280.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,097 | $102.0K | 0.00% | 00.0% | Unchanged |
| Motco | 4,216 | $100.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,113 | $97.9K | 0.03% | +371+9.9% | Added |
| Security National Bank | 4,112 | $97.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,083 | $97.2K | 0.02% | +59+1.5% | Added |
| Key Financial Inc | 4,047 | $96.4K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4,012 | $95.5K | 0.01% | +20.0% | Added |
| Tiaa Trust, National Association | 4,000 | $95.2K | 0.01% | −11,171−73.6% | Reduced |
| AdvisorNet Financial, Inc | 3,992 | $95.1K | 0.00% | +27+0.7% | Added |
| Stance Capital LLC | 3,979 | $94.7K | 0.05% | −52,998−93.0% | Reduced |
| Silvant Capital Management LLC | 3,879 | $92.4K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 3,629 | $87.0K | 0.06% | −106−2.8% | Reduced |
| SHP Wealth Management | 3,605 | $85.8K | 0.01% | +77+2.2% | Added |
| Farmers & Merchants Investments Inc | 3,347 | $79.7K | 0.00% | −1,500−30.9% | Reduced |
| Mather Group, LLC. | 3,342 | $79.6K | 0.00% | +3,342 | New |
| Sittner & Nelson, LLC | 3,273 | $77.9K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,200 | $76.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 3,200 | $76.2K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,047 | $72.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,887 | $68.7K | 0.00% | −4,561−61.2% | Reduced |
| Pacific Center for Financial Services | 2,784 | $66.3K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,671 | $63.6K | 0.01% | +166+6.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,656 | $63.2K | 0.00% | +2,656 | New |
| South State Corp. | 2,647 | $63.0K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,618 | $62.3K | 0.02% | +2,618 | New |
| Quent Capital, LLC | 2,538 | $60.4K | 0.00% | −1,055−29.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,496 | $59.4K | 0.01% | +2,496 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,450 | $58.3K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2,418 | $57.6K | 0.03% | +2,418 | New |
| Bell Investment Advisors, Inc | 2,389 | $56.9K | 0.01% | −247−9.4% | Reduced |
| Geneos Wealth Management Inc. | 2,343 | $55.8K | 0.00% | −1,248−34.8% | Reduced |
| Consultiva Wealth Management, Corp. | 2,321 | $55.3K | 0.16% | +1,000+75.7% | Added |
| Financial Freedom, LLC | 2,216 | $52.8K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,198 | $52.3K | 0.03% | +24+1.1% | Added |
| Close Asset Management Ltd | 2,200 | $52.0K | 0.00% | −300−12.0% | Reduced |
| NBC Securities, Inc. | 2,177 | $51.8K | 0.00% | −48,386−95.7% | Reduced |
| Colonial Trust Co | 2,152 | $51.2K | 0.01% | −920−29.9% | Reduced |
| CVA Family Office, LLC | 2,059 | $49.0K | 0.01% | +867+72.7% | Added |
| Conquis Financial LLC | 1,694 | $47.3K | 0.04% | −203−10.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,975 | $47.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,932 | $46.3K | 0.00% | +1+0.1% | Added |
| Syntax Research, Inc. | 1,897 | $45.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,885 | $45.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,896 | $45.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,805 | $43.3K | 0.01% | −51−2.7% | Reduced |
| Manchester Capital Management LLC | 1,775 | $42.3K | 0.01% | −76−4.1% | Reduced |
| Ancora Advisors, LLC | 1,675 | $39.9K | 0.00% | +77+4.8% | Added |
| Hilton Head Capital Partners, LLC | 1,658 | $39.5K | 0.02% | +5+0.3% | Added |
| RWM Asset Management, LLC | 1,570 | $37.4K | 0.00% | +1,570 | New |
| Coston, McIsaac & Partners | 1,523 | $36.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,509 | $35.9K | 0.01% | +1,509 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,505 | $35.9K | 0.01% | −1,529−50.4% | Reduced |
| Accordant Advisory Group Inc | 1,499 | $35.7K | 0.02% | +1,468+4,735.5% | Added |
| Ameriflex Group, Inc. | 1,455 | $34.6K | 0.02% | −359−19.8% | Reduced |
| Thompson Investment Management, Inc. | 1,427 | $34.0K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,418 | $33.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,359 | $32.4K | 0.00% | −206−13.2% | Reduced |
| Asset Dedication, LLC | 1,322 | $31.5K | 0.00% | −439−24.9% | Reduced |
| Hara Capital LLC | 1,309 | $31.4K | 0.02% | 00.0% | Unchanged |