Public record / Tickers / HPE

HPE — Hewlett Packard Enterprise Co

Both disclosure regimes on one name: who in Congress filed about HPE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming HPE
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Barbara Comstock · $15.0K–$50.0K

Purchase · traded 2018-03-09 → filed 2018-03-19. Ranked over every HPE row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HPE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HPE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-03-13 LATE·306d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-01-24 LATE·354d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in HPE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HPE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HPE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $35.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HEWLETT PACKARD ENTERPRISE C

Merged timeline of congressional filings and notable-manager moves on HPE
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Elliott Investment Management 13Fadd+8,790,757 sh
2026-05-15Gotham Asset Management 13Fadd+873,891 sh
2026-05-15Bridgewater Associates 13Ftrim−1,702,449 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HPE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.1B1
3BANK OF AMERICA CORP /DE/$1.8B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
5STATE STREET CORP$1.6B1
6Capital World Investors$1.4B1
7BARROW HANLEY MEWHINNEY & STRAUSS LLC$675M1
8Elliott Investment Management L.P.$653M1
9Slate Path Capital LP$554M1
10MORGAN STANLEY$485M1
11DIMENSIONAL FUND ADVISORS LP$426M1
12PRIMECAP MANAGEMENT CO/CA/$410M1
13Invesco Ltd.$394M1
14NORTHERN TRUST CORP$364M1
15AQR CAPITAL MANAGEMENT LLC$327M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$294M1
17UBS Group AG$280M1
18Legal & General Group Plc$272M1
19TWO SIGMA INVESTMENTS, LP$252M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$250M1
21RAYMOND JAMES FINANCIAL INC$242M1
22DEUTSCHE BANK AG\$242M1
23Nuveen, LLC$216M1
24VANGUARD FIDUCIARY TRUST CO$178M1
25HSBC HOLDINGS PLC$177M1
26BARCLAYS PLC$164M1
27Epoch Investment Partners, Inc.$130M1
28FIRST TRUST ADVISORS LP$129M1
29FMR LLC$106M1
30D. E. Shaw & Co., Inc.$104M1
31Retirement Systems of Alabama$102M1
32Amundi$102M1
33HAWK RIDGE CAPITAL MANAGEMENT LP$101M1
34HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$97.9M1
35Allianz Asset Management GmbH$97.5M1
36CITADEL ADVISORS LLC$94.2M1
37Swiss National Bank$93.3M1
38CANADA PENSION PLAN INVESTMENT BOARD$92.7M1
39National Pension Service$87.3M1
40Analog Century Management LP$86.6M1
41RENAISSANCE TECHNOLOGIES LLC$85.3M1
42WELLS FARGO & COMPANY/MN$77.8M1
43Mitsubishi UFJ Asset Management Co., Ltd.$73.0M1
44Vanguard Global Advisers, LLC$72.5M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$63.5M1
46VANGUARD ASSET MANAGEMENT, Ltd$62.8M1
47MACKENZIE FINANCIAL CORP$60.3M1
48SEI INVESTMENTS CO$59.1M1
49Perpetual Ltd$58.0M1
50CITIGROUP INC$56.6M1
51DigitalBridge Group, Inc.$56.4M1
52Gotham Asset Management, LLC$54.8M1
53MILLENNIUM MANAGEMENT LLC$48.7M1
54ROYAL BANK OF CANADA$48.1M1
55Aberdeen Group plc$47.9M1
56BNP Paribas Asset Management Holding S.A.$45.7M1
57AMF Tjanstepension AB$42.0M1
58ALLIANCEBERNSTEIN L.P.$40.5M1
59ARIEL INVESTMENTS, LLC$39.5M1
60Wolf Hill Capital Management, LP$38.4M1
61STOREBRAND ASSET MANAGEMENT AS$37.7M1
62Vontobel Holding Ltd.$36.6M1
63MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$36.2M1
64PRINCIPAL FINANCIAL GROUP INC$35.5M1
65Bridgewater Associates, LP$35.2M1
66Grantham, Mayo, Van Otterloo & Co. LLC$33.0M1
67BANK OF MONTREAL /CAN/$32.4M1
68MUFG Securities EMEA plc$32.2M1
69ALPS ADVISORS INC$30.4M1
70FEDERATED HERMES, INC.$30.3M1
71TD ASSET MANAGEMENT INC$28.9M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$27.4M1
73VICTORY CAPITAL MANAGEMENT INC$27.4M1
74ENVESTNET ASSET MANAGEMENT INC$27.1M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$26.4M1
76SEB Asset Management AB$26.0M1
77Korea Investment CORP$25.7M1
78GDS Wealth Management$25.2M1
79Man Group plc$25.2M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$24.8M1
81Weiss Asset Management LP$23.9M1
82Quantinno Capital Management LP$23.4M1
83LPL Financial LLC$22.1M1
84HIGHLAND PEAK CAPITAL, LLC$21.6M1
85SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.7M1
86Meridiem Capital Partners LP$20.5M1
87Squarepoint Ops LLC$20.0M1
88Robeco Institutional Asset Management B.V.$20.0M1
89Jefferies Financial Group Inc.$19.7M1
90NATIONAL BANK OF CANADA /FI/$19.6M1
91United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$19.1M1
92Irenic Capital Management LP$18.7M1
93Minneapolis Portfolio Management Group, LLC$18.3M1
94Pictet Asset Management Holding SA$18.2M1
95CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$17.5M1
96STATE OF WISCONSIN INVESTMENT BOARD$17.3M1
97BOOTHBAY FUND MANAGEMENT, LLC$17.3M1
98Swedbank AB$17.2M1
99UniSuper Management Pty Ltd$17.2M1
100GRIMES & Co WEALTH MANAGEMENT, LLC$17.0M1
101Freestone Grove Partners LP$17.0M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.6M1
103PFA Pension, Forsikringsaktieselskab$16.6M1
104PRUDENTIAL FINANCIAL INC$16.0M1
105Vanguard Investments Australia, Ltd.$15.9M1
106Chevy Chase Trust Holdings, LLC$15.7M1
107Crossmark Global Holdings, Inc.$15.6M1
108Capital International Sarl$15.5M1
109ROYAL LONDON ASSET MANAGEMENT LTD$15.0M1
110ExodusPoint Capital Management, LP$14.7M1
111ING GROEP NV$14.6M1
112CREDIT AGRICOLE S A$14.4M1
113VOYA INVESTMENT MANAGEMENT LLC$14.2M1
114CLIFFORD SWAN INVESTMENT COUNSEL LLC$14.1M1
115Mariner, LLC$14.1M1
116Eurizon Capital SGR S.p.A.$13.9M1
117NORDEA INVESTMENT MANAGEMENT AB$13.6M1
118Asset Management One Co., Ltd.$13.5M1
119Schonfeld Strategic Advisors LLC$13.4M1
120STIFEL FINANCIAL CORP$13.3M1
121NFJ INVESTMENT GROUP, LLC$12.7M1
122Lansforsakringar Fondforvaltning AB (publ)$12.1M1
123Tredje AP-fonden$12.1M1
124Creative Planning$12.1M1
125NOMURA ASSET MANAGEMENT CO LTD$12.0M1
126STATE OF MICHIGAN RETIREMENT SYSTEM$11.8M1
127Capital International, Inc./CA/$11.6M1
128Illinois Municipal Retirement Fund$10.7M1
129State of New Jersey Common Pension Fund D$10.6M1
130MERCER GLOBAL ADVISORS INC /ADV$10.6M1
131O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.4M1
132VestGen Advisors, LLC$10.3M1
133Advisors Asset Management, Inc.$10.2M1
134HighTower Advisors, LLC$10.2M1
135Resona Asset Management Co.,Ltd.$10.1M1
136ALERUS FINANCIAL NA$10.0M1
137IEQ CAPITAL, LLC$9.9M1
138Cerity Partners LLC$9.8M1
139TORONTO DOMINION BANK$9.8M1
140Focus Partners Wealth$9.8M1
141TRUIST FINANCIAL CORP$9.4M1
142APG Asset Management N.V.$9.3M1
143FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.3M1
144Benchstone Capital Management LP$9.1M1
145Federation des caisses Desjardins du Quebec$8.9M1
146IFM Investors Pty Ltd$8.7M1
147Arizona State Retirement System$8.6M1
148Czech National Bank$8.6M1
149VEGA INVESTMENT SOLUTIONS$8.6M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.5M1
151Rafferty Asset Management, LLC$8.5M1
152Bell Bank$8.2M1
153Corient Private Wealth LLC$8.2M1
154CIBC Asset Management Inc$8.2M1
155CIBC Bancorp USA Inc.$8.1M1
156Zurcher Kantonalbank (Zurich Cantonalbank)$7.9M1
157Swiss Life Asset Management Ltd$7.8M1
158FIFTH THIRD BANCORP$7.8M1
159&PARTNERS$7.7M1
160CAPITAL INTERNATIONAL LTD /CA/$7.5M1
161Lifeworks Advisors, LLC$7.4M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.4M1
163EFG International AG$7.3M1
164WELLINGTON MANAGEMENT GROUP LLP$7.2M1
165PICTON MAHONEY ASSET MANAGEMENT$6.9M1
166ARS Investment Partners, LLC$6.8M1
167Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$6.7M1
168Walleye Trading LLC$6.3M1
169Vanguard Personalized Indexing Management, LLC$6.3M1
170Concurrent Investment Advisors, LLC$6.3M1
171Steward Partners Investment Advisory, LLC$6.3M1
172Woodline Partners LP$6.2M1
173Mirae Asset Global Investments Co., Ltd.$6.2M1
174MACQUARIE GROUP LTD$6.2M1
175Catherine Avery Investment Management LLC$6.1M1
176DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6.1M1
177D L CARLSON INVESTMENT GROUP INC$6.1M1
178Assenagon Asset Management S.A.$6.1M1
179Howard Capital Management, LLC$6.0M1
180SHELTON CAPITAL MANAGEMENT$6.0M1
181BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.9M1
182Cetera Investment Advisers$5.9M1
183USS Investment Management Ltd$5.8M1
184ProShare Advisors LLC$5.8M1
185XPONANCE LLC$5.8M1
186LBP AM SA$5.8M1
187PUBLIC SECTOR PENSION INVESTMENT BOARD$5.6M1
188CIBC WORLD MARKET INC.$5.6M1
189CWM, LLC$5.6M1
190ASR Vermogensbeheer N.V.$5.5M1
191H Squared Management LP$5.5M1
192Daiwa Securities Group Inc.$5.4M1
193NEOS Investment Management LLC$5.3M1
194Y-Intercept (Hong Kong) Ltd$5.3M1
195Utah Retirement Systems$5.2M1
196Monaco Asset Management SAM$4.9M1
197Lombard Odier Asset Management (Switzerland) SA$4.8M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.7M1
199NATIXIS$4.7M1
200PDT Partners, LLC$4.6M1
201Game Creek Capital, LP$4.6M1
202Barnett & Company, Inc.$4.6M1
203GUGGENHEIM CAPITAL LLC$4.5M1
204NewEdge Advisors, LLC$4.5M1
205Portman Square Capital LLP$4.5M1
206Rakuten Investment Management, Inc.$4.5M1
207EVOLVE PRIVATE WEALTH, LLC$4.4M1
208BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.4M1
209NISSAY ASSET MANAGEMENT CORP /JAPAN$4.3M1
210Positano Wealth Management Ltd$4.3M1
211QRG CAPITAL MANAGEMENT, INC.$4.3M1
212FRANKLIN RESOURCES INC$4.3M1
213JB Capital LLC$4.2M1
214COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
215Sanctuary Advisors, LLC$4.2M1
216Pathstone Holdings, LLC$4.2M1
217Ensign Peak Advisors, Inc$4.1M1
218Waterfront Wealth Inc.$4.1M1
219Janus Henderson Group Ltd.$4.1M1
220Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
221MEYER HANDELMAN CO$4.0M1
222OpenArc Corporate Advisory, LLC$4.0M1
223BANK OF NOVA SCOTIA$3.7M1
224OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.6M1
225Numerai GP LLC$3.6M1
226MIRABELLA FINANCIAL SERVICES LLP$3.5M1
227DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$3.5M1
228Empowered Funds, LLC$3.5M1
229SCHRODER INVESTMENT MANAGEMENT GROUP$3.4M1
230Vest Financial, LLC$3.4M1
231ASSETMARK, INC$3.4M1
232Kestra Advisory Services, LLC$3.4M1
233MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.4M1
234Merit Financial Group, LLC$3.4M1
235M&T BANK CORP$3.3M1
236COMMERCE BANK$3.3M1
237INTACT INVESTMENT MANAGEMENT INC.$3.3M1
238XTX Topco Ltd$3.3M1
239OP Asset Management Ltd$3.1M1
240US BANCORP \DE\$3.1M1
241Summit Trail Advisors, LLC$3.0M1
242Tidal Investments LLC$2.9M1
243Hennion & Walsh Asset Management, Inc.$2.9M1
244CAPSTONE INVESTMENT ADVISORS, LLC$2.9M1
245CAISSE DES DEPOTS ET CONSIGNATIONS$2.9M1
246Rockefeller Capital Management L.P.$2.9M1
247Linden Thomas Advisory Services, LLC$2.8M1
248Bryn Mawr Trust Advisors, LLC$2.8M1
249HB Wealth Management, LLC$2.8M1
250MML INVESTORS SERVICES, LLC$2.8M1
251Investment Management Corp of Ontario$2.6M1
252Kintegral Advisory, LLC$2.6M1
253Genus Capital Management Inc.$2.6M1
254Lakewood Asset Management LLC$2.5M1
255Totem Point Management, LLC$2.5M1
256BAR HARBOR WEALTH MANAGEMENT$2.4M1
257FIDUCIARY TRUST CO$2.4M1
258First Nebraska Trust Co$2.4M1
259OSAIC HOLDINGS, INC.$2.4M1
260Candriam S.C.A.$2.4M1
261Concentric Capital Strategies, LP$2.4M1
262Mutual Advisors, LLC$2.4M1
263WealthShield Partners, LLC$2.3M1
264Avanza Fonder AB$2.3M1
265Zurich Insurance Group Ltd/FI$2.3M1
266Laurion Capital Management LP$2.3M1
267OFI INVEST ASSET MANAGEMENT$2.2M1
268HighVista Strategies LLC$2.1M1
269Palouse Capital Management, Inc.$2.1M1
270Radnor Capital Management, LLC$2.1M1
271Vident Advisory, LLC$2.0M1
272Independent Advisor Alliance$2.0M1
273Board of the Pension Protection Fund$2.0M1
274Banque Cantonale Vaudoise$2.0M1
275Sivia Capital Partners, LLC$2.0M1
276Norinchukin Bank, The$2.0M1
277Lido Advisors, LLC$1.9M1
278OPPENHEIMER & CO INC$1.9M1
279MIZUHO SECURITIES USA LLC$1.9M1
280Wealthfront Advisers LLC$1.9M1
281Sequoia Financial Advisors, LLC$1.9M1
282AlphaStar Capital Management, LLC$1.9M1
283OMERS ADMINISTRATION Corp$1.8M1
284Laird Norton Wetherby Trust Company, LLC$1.8M1
285AFFINITY INVESTMENT ADVISORS, LLC$1.8M1
286Allworth Financial LP$1.8M1
287Lighthouse Investment Partners, LLC$1.8M1
288NEEDHAM INVESTMENT MANAGEMENT LLC$1.8M1
289Apollon Wealth Management, LLC$1.7M1
290Abundance Wealth Counselors$1.7M1
291Osmosis Investment Management UK Ltd$1.7M1
292Allspring Global Investments Holdings, LLC$1.7M1
293RITHOLTZ WEALTH MANAGEMENT$1.7M1
294Savant Capital, LLC$1.7M1
295Capital Group Investment Management Pte. Ltd.$1.6M1
296ABN AMRO INVESTMENT SOLUTIONS$1.6M1
297MISSION WEALTH MANAGEMENT, LP$1.6M1
298Strategic Financial Planning, Inc.$1.6M1
299Legacy Bridge, LLC$1.6M1
300QUADRANT CAPITAL GROUP LLC$1.6M1
301Quadrature Capital Ltd$1.6M1
302Maryland State Retirement & Pension System$1.6M1
303Brookstone Capital Management$1.6M1
304AIA Group Ltd$1.5M1
305Metis Global Partners, LLC$1.5M1
306CSS LLC/IL$1.5M1
307State of Wyoming$1.4M1
308KESTRA PRIVATE WEALTH SERVICES, LLC$1.4M1
309AMERICAN CENTURY COMPANIES INC$1.4M1
310TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M1
311Bleakley Financial Group, LLC$1.4M1
31244 WEALTH MANAGEMENT LLC$1.4M1
313Prospera Financial Services Inc$1.4M1
314Private Advisor Group, LLC$1.4M1
315MASTERINVEST Kapitalanlage GmbH$1.4M1
316World Investment Advisors$1.4M1
317FOX RUN MANAGEMENT, L.L.C.$1.4M1
318Edgestream Partners, L.P.$1.4M1
319Steadtrust LLC$1.4M1
320BONNESS ENTERPRISES INC$1.4M1
321Susquehanna Portfolio Strategies, LLC$1.4M1
322Modern Wealth Management, LLC$1.3M1
323Dai-ichi Life Insurance Company, Ltd$1.3M1
324Pallas Capital Advisors LLC$1.3M1
325Great Lakes Retirement, Inc.$1.3M1
326Fisher Funds Management LTD$1.3M1
327WINTON GROUP Ltd$1.3M1
328BLAIR WILLIAM & CO/IL$1.3M1
329Focus Partners Advisor Solutions, LLC$1.3M1
330McKinney Capital Management, LLC$1.2M1
331Ballentine Partners, LLC$1.2M1
332MITCHELL MCLEOD PUGH & WILLIAMS INC$1.2M1
333JANE STREET GROUP, LLC$1.2M1
334Freestone Capital Holdings, LLC$1.1M1
335Ridgewood Investments LLC$1.1M1
336Cresset Asset Management, LLC$1.1M1
337Kesler, Norman & Wride, LLC$1.1M1
338Signal Advisors Wealth, LLC$1.1M1
339LAZARD ASSET MANAGEMENT LLC$1.1M1
340LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.1M1
341Caprock Group, LLC$1.1M1
342ELEVATION POINT WEALTH PARTNERS, LLC$1.1M1
343INTECH INVESTMENT MANAGEMENT LLC$1.1M1
344Atria Investments, Inc$1.1M1
345CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
346Benin Management CORP$1.1M1
347180 WEALTH ADVISORS, LLC$1.1M1
348Empirical Finance, LLC$1.0M1
349BROWN ADVISORY INC$1.0M1
350Vestmark Advisory Solutions, Inc.$1.0M1
351UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
352AlphaCore Capital LLC$1.0M1
353NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.0M1
354Cornerstone Select Advisors, LLC$1.0M1
355Brooklyn Investment Group$985K1
356GatePass Capital, LLC$982K1
357J. Safra Sarasin Holding AG$967K1
358Vise Technologies, Inc.$952K1
359Equitable Holdings, Inc.$935K1
360DAVENPORT & Co LLC$928K1
361Capital Investment Counsel, Inc$925K1
362Clearstead Advisors, LLC$918K1
363North Dakota State Investment Board$902K1
364COWA, LLC$890K1
365TD Waterhouse Canada Inc.$889K1
366REGIONS FINANCIAL CORP$874K1
367Jain Global LLC$868K1
368E Fund Management Co., Ltd.$864K1
369EP Wealth Advisors, LLC$863K1
370SECURIAN ASSET MANAGEMENT, INC$858K1
371Pines Wealth Management, LLC$856K1
372Meiji Yasuda Asset Management Co Ltd.$855K1
373Legacy Capital Group California, Inc.$846K1
374AAFMAA Wealth Management & Trust LLC$835K1
375NLB Skladi, upravljanje premozenja, d.o.o.$833K1
376ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$831K1
377MAI Capital Management$830K1
378Meeder Advisory Services, Inc.$828K1
379CITIZENS FINANCIAL GROUP INC/RI$823K1
380Siemens Fonds Invest GmbH$821K1
381Brevan Howard Capital Management LP$800K1
382Arax Advisory Partners$798K1
383NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$794K1
384SCOTIA CAPITAL INC.$787K1
385Qsemble Capital Management, LP$746K1
386Fortitude Advisory Group L.L.C.$742K1
387Abacus Planning Group, Inc.$738K1
388SIGNATUREFD, LLC$732K1
389KEYBANK NATIONAL ASSOCIATION/OH$731K1
390Impact Partnership Wealth, LLC$730K1
391Beacon Pointe Advisors, LLC$713K1
392INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$706K1
393IVC Wealth Advisors LLC$703K1
394Pinnacle Financial Partners, Inc.$700K1
395Veracity Capital LLC$700K1
396SummitTX Capital, L.P.$698K1
397COLDSTREAM CAPITAL MANAGEMENT INC$697K1
398Callan Family Office, LLC$694K1
399Avantra Family Wealth, Inc.$694K1
400PRUDENTIAL PLC$679K1
401FOURPATH CAPITAL MANAGEMENT, LLC$678K1
402Waverly Advisors, LLC$657K1
403Werba Rubin Papier Wealth Management$656K1
404Beverly Hills Private Wealth, LLC$642K1
405Argentarii, LLC$636K1
406Ascent Group, LLC$631K1
407FINANCIAL CONSULATE, INC$626K1
408Chicago Partners Investment Group LLC$625K1
409SECURED RETIREMENT ADVISORS, LLC$620K1
410SANDERS MORRIS HARRIS LLC$619K1
411Ashton Thomas Private Wealth, LLC$607K1
412TEMA ETFS LLC$604K1
413CIDEL ASSET MANAGEMENT INC$581K1
414FOUNDATIONS INVESTMENT ADVISORS, LLC$580K1
415MONTGOMERY INVESTMENT MANAGEMENT INC$577K1
416JMAC ENTERPRISES LLC$576K1
417Checchi Capital Advisers, LLC$542K1
418New Age Alpha Advisors, LLC$541K1
419HANCOCK WHITNEY CORP$540K1
420Register Financial Advisors LLC$538K1
421ELEVATION WEALTH PARTNERS, LLC$536K1
422Investment Research Partners LLC$535K1
423GATEWAY INVESTMENT ADVISERS LLC$531K1
424Wealth Advisors Northwest LLC$529K1
425Apella Capital, LLC$527K1
426EVERGREEN CAPITAL MANAGEMENT LLC$510K1
427LEVEL FOUR ADVISORY SERVICES, LLC$503K1
428Frec Markets, Inc.$501K1
429Gator Capital Management, LLC$500K1
430INDEPENDENT FINANCIAL GROUP, LLC$496K1
431Kathmere Capital Management, LLC$495K1
432Smartleaf Asset Management LLC$481K1
433Savvy Advisors, Inc.$478K1
434BALYASNY ASSET MANAGEMENT L.P.$472K1
435TEACHER RETIREMENT SYSTEM OF TEXAS$471K1
436Frank, Rimerman Advisors LLC$469K1
437PVG ASSET MANAGEMENT CORP$469K1
438GROUP ONE TRADING LLC$468K1
439PCM Encore, LLC$456K1
440NewEdge Wealth, LLC$456K1
441OSSIAM$454K1
442ASAHI LIFE ASSET MANAGEMENT CO., LTD.$454K1
443Leonteq Securities AG$453K1
444Curi Capital, LLC$452K1
445Compound Planning, Inc.$451K1
446Blue Trust, Inc.$450K1
447Destination Wealth Management$446K1
448Dorato Capital Management$431K1
449Kingsview Wealth Management, LLC$426K1
450AE Wealth Management LLC$422K1
451Silver Coast Investments LLC$419K1
452Krilogy Financial LLC$413K1
453FLPUTNAM INVESTMENT MANAGEMENT CO$404K1
454Phillips Wealth Planners LLC$395K1
455LMR Partners LLP$389K1
456Inlet Private Wealth, LLC$386K1
457Avantax Planning Partners, Inc.$385K1
458Oxford Wealth Group, LLC$383K1
459MidFirst Bank$382K1
460PROFUND ADVISORS LLC$379K1
461EVOKE WEALTH, LLC$374K1
462B. Riley Wealth Advisors, Inc.$374K1
463MMA ASSET MANAGEMENT LLC$372K1
464Kessler Investment Group, LLC$371K1
465EJMK Ventures LLC$370K1
466Baird Financial Group, Inc.$369K1
467Ameritas Investment Partners, Inc.$369K1
468Wedmont Private Capital$367K1
469ARMSTRONG ADVISORY GROUP, INC$365K1
470Orion Porfolio Solutions, LLC$364K1
471HUB Investment Partners, LLC$364K1
472Optas, LLC$361K1
473Paragon Capital Management Ltd$357K1
474Western Wealth Management, LLC$355K1
475ZACKS INVESTMENT MANAGEMENT$352K1
476PANAGORA ASSET MANAGEMENT INC$351K1
477PERSONAL CFO SOLUTIONS, LLC$348K1
478Trust Asset Management LLC$343K1
479Snowden Capital Advisors LLC$343K1
480PRINCIPAL SECURITIES, INC.$343K1
481Marex Group Ltd$342K1
482WEALTH ALLIANCE, LLC$341K1
483Total Clarity Wealth Management, Inc.$337K1
484Elo Mutual Pension Insurance Co$335K1
485Essex Financial Services, Inc.$327K1
486Forvis Mazars Wealth Advisors, LLC$327K1
487J.W. COLE ADVISORS, INC.$322K1
488FIRST CITIZENS BANK & TRUST CO$322K1
489DAYMARK WEALTH PARTNERS, LLC$321K1
490Wilmington Savings Fund Society, FSB$319K1
491INVESTED ADVISORS$318K1
492PDS Planning, Inc$316K1
493VAN STRUM & TOWNE INC.$315K1
494Avior Wealth Management, LLC$314K1
495RHS Financial, LLC$314K1
496Kestra Investment Management, LLC$311K1
497Parallax Volatility Advisers, L.P.$311K1
498Perigon Wealth Management, LLC$308K1
499First Affirmative Financial Network$307K1
500SAGESPRING WEALTH PARTNERS, LLC$306K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HPE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HPE
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for HPE · financials and macro

Financials — as filed PLANNED

HPE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HPE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing