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 3 sales; 1,450 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, Q4 2024
Institutional positions in Hewlett Packard Enterprise Co as of Dec 31, 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
- 1,090
- +89 vs. Q3 2024
- Shares held
- 1.08B
- +17.1M (+1.6%) vs. Q3 2024
- Total value
- $23.2B
- +$1.34B (+6.1%) vs. Q3 2024
- New holders
- 174
- 420 more added
- Sold out
- 85
- 311 more reduced
19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,450 | $53.1B |
| Q1 2026 | 1,122 | $28.5B |
| Q4 2025 | 1,119 | $29.1B |
| Q3 2025 | 1,115 | $28.4B |
| Q2 2025 | 1,035 | $23.2B |
| Q1 2025 | 1,032 | $17.9B |
| Q4 2024 | 1,090 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fedenia Advisers LLC | 300 | $6.41K | 0.00% | +300 | New |
| Center for Financial Planning, Inc. | 316 | $6.75K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 331 | $7.07K | 0.00% | +331 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $7.11K | 0.00% | +192+137.1% | Added |
| Davis Capital Management | 340 | $7.26K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 340 | $7.26K | 0.00% | +73+27.3% | Added |
| Kings Path Partners LLC | 358 | $7.64K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 360 | $7.69K | 0.00% | −240−40.0% | Reduced |
| Clark Wealth Partners | 361 | $7.71K | 0.01% | +361 | New |
| WPG Advisers, LLC | 371 | $7.92K | 0.01% | +371 | New |
| Kozak & Associates, Inc. | 365 | $7.96K | 0.00% | +3+0.8% | Added |
| Murphy & Mullick Capital Management Corp | 371 | $7.97K | 0.01% | +371 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 372 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 375 | $8.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 380 | $8.11K | 0.02% | −25−6.2% | Reduced |
| Bruce G. Allen Investments, LLC | 382 | $8.16K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $8.54K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $8.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 412 | $8.80K | 0.00% | −55−11.8% | Reduced |
| Horizon Financial Services, LLC | 416 | $8.88K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 416 | $8.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 426 | $9.15K | 0.00% | −723−62.9% | Reduced |
| SJS Investment Consulting Inc. | 430 | $9.18K | 0.00% | −47−9.9% | Reduced |
| Sunbelt Securities, Inc. | 433 | $9.26K | 0.00% | +1+0.2% | Added |
| WR Wealth Planners, LLC | 434 | $9.27K | 0.00% | +116+36.5% | Added |
| Bogart Wealth, LLC | 436 | $9.30K | 0.00% | +1+0.2% | Added |
| Harbor Investment Advisory, LLC | 491 | $10.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 500 | $10.7K | 0.00% | +500 | New |
| CBIZ Investment Advisory Services, LLC | 500 | $10.7K | 0.00% | +500 | New |
| Aspetuck Financial Management LLC | 500 | $10.7K | 0.01% | +500 | New |
| Alexis Investment Partners, LLC | 500 | $10.7K | 0.01% | +500 | New |
| Tanglewood Legacy Advisors, LLC | 502 | $10.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 517 | $11.0K | 0.00% | +37+7.7% | Added |
| Rakuten Securities, Inc. | 559 | $11.9K | 0.00% | +148+36.0% | Added |
| Boyd Watterson Asset Management LLC | 560 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 559 | $12.0K | 0.00% | +1+0.2% | Added |
| Raffa Wealth Management, LLC | 564 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 592 | $12.6K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 600 | $12.8K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 601 | $12.8K | 0.01% | +601 | New |
| Bank & Trust Co | 616 | $13.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 632 | $13.5K | 0.00% | +632 | New |
| Salomon & Ludwin, LLC | 636 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 643 | $13.7K | 0.00% | +643 | New |
| Keener Financial Planning LLC | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 675 | $14.4K | 0.01% | +675 | New |
| Global Wealth Strategies & Associates | 684 | $14.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 690 | $14.7K | 0.00% | +690 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $14.9K | 0.00% | −1,200−63.2% | Reduced |
| GW&K Investment Management, LLC | 716 | $15.0K | 0.00% | +9+1.3% | Added |
| Sierra Ocean, LLC | 703 | $15.0K | 0.01% | +703 | New |
| Creative Financial Designs Inc | 705 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 730 | $15.6K | 0.01% | +730 | New |
| Sugarloaf Wealth Management, LLC | 732 | $15.6K | 0.00% | −200−21.5% | Reduced |
| CoreCap Advisors, LLC | 738 | $15.7K | 0.00% | −995−57.4% | Reduced |
| Perkins Coie Trust Co | 740 | $15.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 751 | $16.0K | 0.00% | +132+21.3% | Added |
| Rosenberg Matthew Hamilton | 767 | $16.4K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 809 | $17.0K | 0.01% | +809 | New |
| Park Circle Co | 800 | $17.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 801 | $17.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 827 | $17.7K | 0.01% | +136+19.7% | Added |
| New England Capital Financial Advisors LLC | 833 | $17.8K | 0.01% | +3+0.4% | Added |
| Allianz SE | 840 | $17.9K | 0.00% | +840 | New |
| First Community Trust NA | 850 | $18.1K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 10,411 | $18.6K | 0.00% | +10,411 | New |
| Prestige Wealth Management Group LLC | 879 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 912 | $19.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 900 | $19.2K | 0.01% | −136−13.1% | Reduced |
| McIlrath & Eck, LLC | 906 | $19.3K | 0.00% | −245−21.3% | Reduced |
| Sachetta, LLC | 914 | $19.5K | 0.01% | +31+3.5% | Added |
| S.A. Mason LLC | 917 | $19.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 928 | $19.8K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 943 | $20.1K | 0.00% | +410+76.9% | Added |
| West Paces Advisors Inc. | 972 | $20.8K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 984 | $21.0K | 0.00% | +63+6.8% | Added |
| ORG Wealth Partners, LLC | 992 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 992 | $21.2K | 0.00% | +417+72.5% | Added |
| Centennial Bank | 1,000 | $21.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,005 | $21.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,023 | $21.8K | 0.00% | +300+41.5% | Added |
| Albion Financial Group | 1,066 | $22.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,088 | $23.2K | 0.00% | −1,238−53.2% | Reduced |
| Washington Trust Co | 1,160 | $24.8K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,171 | $25.0K | 0.02% | +1,171 | New |
| Glass Jacobson Investment Advisors llc | 1,176 | $25.1K | 0.01% | +205+21.1% | Added |
| ESL Trust Services, LLC | 1,200 | $25.6K | 0.01% | +1,200 | New |
| Beacon Capital Management, LLC | 1,216 | $26.0K | 0.00% | −1,024−45.7% | Reduced |
| Hilltop National Bank | 1,216 | $26.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,243 | $26.5K | 0.01% | +8+0.6% | Added |
| Union Savings Bank | 1,263 | $27.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,265 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,274 | $27.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,284 | $27.4K | 0.00% | −37−2.8% | Reduced |
| WFA Asset Management Corp | 1,294 | $27.6K | 0.01% | +6+0.5% | Added |
| Hara Capital LLC | 1,309 | $27.9K | 0.02% | +1,309 | New |
| Centerpoint Advisors, LLC | 1,330 | $28.0K | 0.01% | 00.0% | Unchanged |