HEWLETT PACKARD ENTERPRISE C (HPE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
66
Reporting holders
$138.4M
Reported value
0.3%
Calls
1.6%
Puts
-1,393
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $53.5M | 837,082 | 0.47% | 2q | -38.0%-$32.7M |
| ARGENT CAPITAL MANAGEMENT LLC | $32.9M | 514,892 | 1.05% | 2q | -5.3%-$1.9M |
| CenterStar Asset Management, LLC | $4.6M | 33,235 | 1.07% | new | NEW |
| Farther Finance Advisors, LLC | $4.5M | 69,745 | 0.03% | 16q | +48.9%+$1.5M |
| BONNESS ENTERPRISES INC | $3.6M | 57,100 | 1.19% | 32q | HELD |
| GAMMA Investing LLC | $2.3M | 36,712 | 0.08% | 12q | +14.4%+$295.2K |
| Castle Rock Wealth Management, LLC | $2.0M | 28,037 | 0.37% | 2q | +24.5%+$389.1K |
| EASTERN BANK | $1.9M | 28,994 | 0.03% | 9q | +206.4%+$1.2M |
| CACTI ASSET MANAGEMENT LLC | $1.8M | 30,000 | 0.10% | 32q | HELD |
| Veracity Capital LLC | $1.7M | 26,402 | 0.45% | 10q | -14.1%-$277.7K |
| Apella Capital, LLC | $1.5M | 20,771 | 0.02% | 4q | +2.5%+$37.6K |
| Ridgewood Investments LLC | $1.4M | 22,456 | 0.53% | 10q | -27.9%-$553.9K |
| ELEVATION WEALTH PARTNERS, LLC | $1.4M | 22,182 | 0.40% | 15q | -1.4%-$19.9K |
| SAPIENT CAPITAL LLC | $1.3M | 21,038 | 0.02% | 2q | -51.8%-$1.4M |
| Violich Capital Management, Inc. | $1.3M | 20,000 | 0.14% | 4q | HELD |
| CHAPIN DAVIS, INC. | $1.3M | 19,610 | 0.24% | 2q | -1.2%-$14.9K |
| Wedmont Private Capital | $1.2M | 17,112 | 0.03% | 8q | +9.1%+$101.6K |
| MFG WEALTH MANAGEMENT, INC. | $1.2M | 18,628 | 0.86% | new | NEW |
| SACKS & ASSOCIATES, LLC | $1.1M | 17,180 | 0.77% | 4q | -18.6%-$250.8K |
| Avidian Wealth Enterprises, LLC | $1.0M | 16,192 | 0.03% | 2q | +19.2%+$166.6K |
| Dorato Capital Management | $1.0M | 14,187 | 0.68% | 4q | +4.6%+$45.3K |
| REX Advisers, LLC | $1.0M | 15,200 | 4.79% | new | NEW |
| Legacy Private Trust Co. | $998.2K | 15,623 | 0.05% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $978.8K | 15,320 | 0.06% | 16q | HELD |
| Kessler Investment Group, LLC | $939.8K | 14,709 | 0.45% | 9q | -5.0%-$49.5K |
| Sound Income Strategies, LLC | $917.6K | 12,924 | 0.04% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $893.2K | 13,980 | 0.09% | new | NEW |
| Silverleafe Capital Partners, LLC | $879.6K | 13,768 | 0.25% | new | NEW |
| CoreCap Advisors, LLC | $676.7K | 10,591 | 0.02% | 11q | +111.7%+$357.1K |
| DOLIVER ADVISORS, LP | $653.3K | 10,225 | 0.14% | 2q | +10.8%+$63.9K |
| Successful Portfolios LLC | $626.1K | 9,127 | 0.29% | 3q | HELD |
| Valeo Financial Advisors, LLC | $606.5K | 9,493 | 0.01% | 2q | +16.7%+$86.8K |
| Paragon Capital Management Ltd | $599.6K | 9,384 | 0.11% | 10q | -0.9%-$5.7K |
| Venture Visionary Partners LLC | $590.6K | 9,243 | 0.02% | 2q | +47.4%+$189.9K |
| Versant Capital Management, Inc | $500.1K | 7,828 | 0.04% | 32q | -5.1%-$26.6K |
| RIVERSEDGE ADVISORS, LLC | $448.1K | 7,013 | 0.06% | 2q | +46.4%+$142.0K |
| MassMutual Private Wealth & Trust, FSB | $426.1K | 6,669 | 0.01% | 24q | -7.1%-$32.6K |
| BOS Asset Management, LLC | $395.7K | 6,194 | 0.09% | 2q | HELD |
| LifeGoal Investments, LLC | $332.9K | 5,211 | 0.10% | 2q | +13.1%+$38.7K |
| Central Pacific Bank - Trust Division | $319.4K | 5,000 | 0.03% | 11q | HELD |
| Capital Advisors Wealth Management, LLC | $302.7K | 2,738 | 0.03% | 2q | -52.2%-$331.2K |
| Everhart Financial Group, Inc. | $289.4K | 4,530 | 0.02% | new | NEW |
| Parrish Capital LLC | $284.6K | 4,454 | 0.28% | 2q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $256.1K | 4,008 | 0.02% | 2q | -13.6%-$40.4K |
| Bill Few Associates, Inc. | $243.8K | 3,817 | 0.05% | new | NEW |
| Gradient Investments LLC | $243.4K | 3,810 | 0.00% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $241.4K | 3,779 | 0.00% | new | NEW |
| Veery Capital, LLC | $227.1K | 3,555 | 0.06% | new | NEW |
| Cooper Financial Group | $203.7K | 3,188 | 0.02% | new | NEW |
| Acropolis Investment Management, LLC | $167.3K | 2,619 | 0.01% | 2q | +1.7%+$2.8K |
| GK Wealth Management LLC | $144.6K | 2,264 | 0.08% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $78.1K | 1,222 | 0.01% | 30q | -16.6%-$15.6K |
| Grove Bank & Trust | $67.9K | 1,062 | 0.01% | 16q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $57.6K | 900 | 0.01% | new | NEW |
| FIRST COMMUNITY TRUST NA | $54.3K | 850 | 0.02% | 20q | HELD |
| Bullock Wealth Management Group | $48.0K | 744 | 0.02% | new | NEW |
| Bank & Trust Co | $39.4K | 616 | 0.02% | 10q | HELD |
| TOMPKINS FINANCIAL CORP | $36.9K | 578 | 0.00% | 19q | HELD |
| Hickory Point Bank & Trust | $26.8K | 420 | 0.02% | 3q | HELD |
| Davis Capital Management | $24.9K | 390 | 0.01% | 11q | +4.0% |
| Mn Services Vermogensbeheer B.V. | $24.7K | 386,557 | 0.18% | 11q | HELD |
| Olistico Wealth, LLC | $12.8K | 200 | 0.01% | 4q | HELD |
| Marquette Asset Management, LLC | $6.9K | 108 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $6.0K | 94 | 0.00% | 2q | +54.1%+$2.1K |
| Planning Strategies Inc. | $4.7K | 73 | 0.00% | 2q | +9.0% |
| CX Institutional | $1.5K | 23,990 | 0.04% | 15q | +15.1% |
| Trust Co | $1.2K | 19 | 0.00% | 4q | HELD |
| NEVILLE RODIE & SHAW INC | $476 | 7,444 | 0.03% | 32q | -11.8% |
| JACOBS & CO/CA | $405 | 6,343 | 0.03% | 2q | -1.2% |
| WoodTrust Financial Corp | $365 | 5,712 | 0.04% | 2q | HELD |
| Polaris Financial Partners | $282 | 4,322 | 0.13% | new | FIRST |
| GILPIN WEALTH MANAGEMENT, LLC | $256 | 4 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-05 | Neri Antonio F | President and CEO | Sold | 250,000 | $17.1M ×2 |
| 2026-09-11 | Neri Antonio F | President and CEO | Sold | 250,000 | $15.1M |
| 2026-04-17 | Neri Antonio F | President and CEO | Sold | 150,000 | $4.0M |
| 2026-05-05 | MYERS MARIE | EVP & CFO | Sold | 93,583 | $2.8M |
| 2026-09-29 | rahim rami | EVP, Pres GM Networking | Sold | 34,456 | $2.1M ×2 |
| 2026-07-22 | Karros Kirt P | SVP, Treasurer, Corp Dev | Sold | 23,675 | $1.1M |
| 2026-06-03 | REINER GARY M | Director | Sold | 20,000 | $1.1M |
| 2026-09-14 | REINER GARY M | Director | Sold | 17,000 | $967.4K |
| 2026-06-22 | Karros Kirt P | SVP, Treasurer, Corp Dev | Sold | 18,785 | $911.1K |
| 2026-04-20 | MacDonald Neil B | EVP, GM, Server | Sold | 24,251 | $655.0K |
| 2026-04-21 | RUSSO FIDELMA | EVP, GM, Hybrid Cloud & CTO | Sold | 17,001 | $475.5K |
| 2026-05-05 | Mayer Bethany | Director | Sold | 6,482 | $188.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 66 | $138.4M | 2,115,099 | 17 | 18 | 15 | 1.9% |
| Q2 2026 | 1,459 | $59.8B | 1,277,998,891 | 395 | 438 | 398 | 3.8% |
| Q1 2026 | 1,134 | $30.0B | 1,227,476,307 | 123 | 391 | 322 | 3.0% |
| Q4 2025 | 1,136 | $30.6B | 1,222,129,683 | 105 | 371 | 330 | 4.2% |
| Q3 2025 | 1,126 | $31.5B | 1,203,734,039 | 182 | 365 | 303 | 6.1% |
| Q2 2025 | 1,044 | $24.5B | 1,136,308,447 | 119 | 341 | 327 | 5.0% |
| Q1 2025 | 1,041 | $18.7B | 1,156,329,637 | 102 | 346 | 336 | 4.4% |
| Q4 2024 | 1,091 | $24.1B | 1,089,491,060 | 97 | 390 | 297 | 3.4% |
| Q3 2024 | 1,028 | $23.7B | 1,103,195,126 | 132 | 377 | 288 | 4.4% |
| Q2 2024 | 984 | $23.4B | 1,065,857,718 | 148 | 345 | 262 | 3.5% |
| Q1 2024 | 904 | $20.0B | 1,100,579,773 | 88 | 301 | 284 | 2.3% |
| Q4 2023 | 906 | $18.5B | 1,071,643,499 | 76 | 284 | 284 | 1.5% |
| Q3 2023 | 860 | $18.8B | 1,069,685,530 | 71 | 289 | 246 | 1.4% |
| Q2 2023 | 867 | $17.9B | 1,052,686,737 | 85 | 259 | 276 | 1.2% |
| Q1 2023 | 846 | $17.3B | 1,070,354,781 | 82 | 248 | 267 | 0.8% |
| Q4 2022 | 850 | $17.1B | 1,059,628,092 | 102 | 290 | 228 | 0.7% |
| Q3 2022 | 783 | $12.7B | 1,055,288,220 | 58 | 259 | 258 | 0.5% |
| Q2 2022 | 812 | $14.3B | 1,066,391,072 | 73 | 246 | 282 | 0.9% |
| Q1 2022 | 840 | $18.1B | 1,074,123,806 | 101 | 306 | 225 | 0.6% |
| Q4 2021 | 826 | $17.4B | 1,087,578,285 | 82 | 281 | 209 | 1.2% |
| Q3 2021 | 769 | $15.4B | 1,074,984,541 | 60 | 265 | 218 | 0.8% |
| Q2 2021 | 782 | $16.0B | 1,085,403,548 | 88 | 273 | 198 | 0.8% |
| Q1 2021 | 750 | $17.0B | 1,068,352,980 | 73 | 222 | 248 | 0.8% |
| Q4 2020 | 748 | $13.0B | 1,057,416,462 | 71 | 209 | 258 | 1.2% |
| Q3 2020 | 714 | $10.1B | 1,064,407,978 | 53 | 202 | 263 | 1.2% |
| Q2 2020 | 715 | $10.4B | 1,059,526,534 | 74 | 195 | 260 | 0.9% |
| Q1 2020 | 729 | $10.4B | 1,064,210,571 | 57 | 191 | 300 | 0.6% |
| Q4 2019 | 796 | $17.7B | 1,108,574,627 | 84 | 217 | 265 | 0.5% |
| Q3 2019 | 732 | $16.5B | 1,083,382,965 | 53 | 202 | 279 | 0.3% |
| Q2 2019 | 764 | $17.5B | 1,085,290,913 | 55 | 229 | 287 | 0.5% |
| Q1 2019 | 802 | $17.2B | 1,113,462,799 | 66 | 208 | 316 | 0.3% |
| Q4 2018 | 793 | $15.4B | 1,158,370,245 | 8 | 11 | 17 | 0.5% |