HolderBook

HP INC (HPQ)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

44
Reporting holders
$36.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,046
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

Download these holders as CSV

FilerValueShares Their book Held Change
ROCKLAND TRUST CO$11.3M359,7240.43%32q-1.2%-$132.1K
Adams Asset Advisors, LLC$7.9M251,7440.80%32qHELD
Legacy Wealth Asset Management, LLC$2.5M80,1010.55%24q-0.8%-$21.4K
Farther Finance Advisors, LLC$2.0M63,0830.01%16q+30.6%+$462.4K
BONNESS ENTERPRISES INC$1.8M57,6000.59%32qHELD
Bangor Savings Bank$1.3M41,1720.10%3qHELD
CACTI ASSET MANAGEMENT LLC$921.9K30,0000.05%32qHELD
EASTERN BANK$842.4K26,9310.01%9q+186.0%+$547.8K
GAMMA Investing LLC$719.1K22,9900.02%12q+27.8%+$156.3K
ELEVATION WEALTH PARTNERS, LLC$703.4K22,4880.20%15q+2.5%+$17.2K
Castleview Partners, LLC$619.7K19,8100.27%3q+8.9%+$50.6K
Apella Capital, LLC$589.5K18,2840.01%4q+17.0%+$85.5K
Shulman DeMeo Asset Management LLC$569.6K18,0980.11%3qHELD
RIVERSEDGE ADVISORS, LLC$404.5K12,9330.05%newNEW
ARMSTRONG ADVISORY GROUP, INC$388.9K12,4330.02%16qHELD
Central Pacific Bank - Trust Division$387.9K12,4000.04%11qHELD
Versant Capital Management, Inc$368.0K11,7650.03%32q+5.5%+$19.2K
MOODY NATIONAL BANK TRUST DIVISION$355.7K11,3730.03%2q+1.8%+$6.3K
Capital Planning LLC$347.6K11,0080.09%24qHELD
AMERICAN NATIONAL BANK & TRUST$302.8K9,6800.03%30q-11.0%-$37.3K
Wedmont Private Capital$249.4K7,6870.01%3q-16.5%-$49.1K
Bill Few Associates, Inc.$247.8K7,9230.05%newNEW
CAMELOT TECHNOLOGY ADVISORS, INC.$243.9K7,7980.16%newNEW
Venture Visionary Partners LLC$211.8K6,7710.01%newNEW
Dorato Capital Management$209.5K6,4980.14%4qHELD
Valeo Financial Advisors, LLC$201.7K6,4490.00%newNEW
Investors Research Corp$201.2K6,4310.04%32q-3.0%-$6.3K
Partnership Wealth Management, LLC$200.2K6,4000.14%newNEW
Hickory Point Bank & Trust$160.1K5,1190.10%3q-2.0%-$3.3K
MassMutual Private Wealth & Trust, FSB$129.1K4,1280.00%24q-17.8%-$27.9K
CoreCap Advisors, LLC$69.9K2,2330.00%11q-10.7%-$8.4K
Grove Bank & Trust$59.9K1,9140.01%9q+8.6%+$4.7K
NORTH POINT PORTFOLIO MANAGERS CORP/OH$28.4K9000.00%newNEW
Bank & Trust Co$19.3K6160.01%10qHELD
TOMPKINS FINANCIAL CORP$18.6K5950.00%19qHELD
GILPIN WEALTH MANAGEMENT, LLC$15.4K4930.01%4q+15.5%+$2.1K
Mn Services Vermogensbeheer B.V.$8.4K268,2710.06%11qHELD
GoalVest Advisory LLC$6.7K2150.00%newNEW
Olistico Wealth, LLC$6.3K2000.00%4qHELD
Rosenberg Matthew Hamilton$5.8K1840.00%26qHELD
Davis Capital Management$1.9K600.00%3q+87.5%
Planning Strategies Inc.$1.7K550.00%2q+14.6%
Marquette Asset Management, LLC$1.6K500.00%3qHELD
Retirement Wealth Solutions LLC$626200.00%5q-9.1%
CX Institutional$3069,7970.01%12q-97.6%-$12.5K
JACOBS & CO/CA$2217,0780.02%newNEW
GK Wealth Management LLC$15650.00%newNEW

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

DateInsiderRoleSideSharesValue
2026-10-02McQuarrie David P.Chief Commercial OfficerSold31,572$1.0M
2026-08-07McQuarrie David P.Chief Commercial OfficerSold21,048$631.0K
2026-07-28McQuarrie David P.Chief Commercial OfficerSold10,524$294.5K
2026-08-04McQuarrie David P.Chief Commercial OfficerSold10,524$294.5K
2026-08-03McQuarrie David P.Chief Commercial OfficerSold10,524$293.4K
2026-06-12McQuarrie David P.Chief Commercial OfficerSold10,524$259.7K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$36.5M1,166,36191290.0%
Q2 20261,090$20.8B911,744,8501404143143.8%
Q1 20261,033$16.6B837,578,9751113663452.7%
Q4 20251,094$18.6B808,916,539983294022.8%
Q3 20251,116$21.4B762,089,0941243623642.7%
Q2 20251,101$19.0B752,494,417963803843.1%
Q1 20251,158$21.3B751,666,4371094003762.2%
Q4 20241,178$25.5B758,814,321653793953.0%
Q3 20241,171$28.7B778,707,1011004283432.5%
Q2 20241,167$27.7B762,657,8241434233383.6%
Q1 20241,087$24.4B783,132,561803863522.9%
Q4 20231,101$24.0B775,470,3611123453362.6%
Q3 20231,005$20.9B788,319,323673173443.0%
Q2 20231,039$23.8B757,030,119903063592.2%
Q1 20231,011$23.0B765,187,367972883802.3%
Q4 20221,005$21.4B781,588,284762783701.9%
Q3 2022991$20.2B790,420,333642784022.4%
Q2 20221,085$28.1B836,272,510823284062.5%
Q1 20221,120$33.1B892,891,731963414032.0%
Q4 20211,121$33.1B859,717,6801513183342.6%
Q3 2021970$25.2B900,907,784623073122.2%
Q2 2021997$28.9B941,066,368963223381.6%
Q1 2021976$30.8B957,417,5951092783771.2%
Q4 2020925$25.7B1,016,237,6311062523141.9%
Q3 2020843$20.5B1,058,655,945712323341.7%
Q2 2020843$20.3B1,136,429,041852683092.3%
Q1 2020853$20.8B1,169,848,971732393442.7%
Q4 2019912$24.8B1,174,305,2641122373382.7%
Q3 2019856$24.0B1,242,058,061672733181.8%
Q2 2019878$26.0B1,232,044,482622273961.4%
Q1 2019938$24.1B1,228,082,904482923790.9%
Q4 2018991$26.4B1,278,055,6231314240.9%