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 |
|---|---|---|---|---|---|
| Consultiva Wealth Management, Corp. | 1,321 | $28.2K | 0.14% | +1,321 | New |
| JFS Wealth Advisors, LLC | 1,337 | $28.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,341 | $28.6K | 0.00% | +562+72.1% | Added |
| SOA Wealth Advisors, LLC. | 1,358 | $29.0K | 0.01% | −73−5.1% | Reduced |
| Rise Advisors, LLC | 1,362 | $29.1K | 0.01% | −637−31.9% | Reduced |
| Valley National Advisers Inc | 1,422 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,430 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,455 | $30.8K | 0.01% | +1,455 | New |
| Tandem Financial, LLC | 1,466 | $31.5K | 0.03% | +1,466 | New |
| Coston, McIsaac & Partners | 1,523 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,567 | $33.4K | 0.00% | +62+4.1% | Added |
| Capital Analysts, LLC | 1,578 | $34.0K | 0.00% | −124−7.3% | Reduced |
| Salem Investment Counselors Inc | 1,600 | $34.4K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,614 | $34.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,671 | $35.7K | 0.00% | −46−2.7% | Reduced |
| Elequin Capital LP | 1,754 | $37.4K | 0.00% | +1,754 | New |
| Cullen/Frost Bankers, Inc. | 1,807 | $38.6K | 0.00% | −382−17.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,896 | $40.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,885 | $40.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,897 | $40.5K | 0.03% | 00.0% | Unchanged |
| Conquis Financial LLC | 1,897 | $40.5K | 0.04% | +1,897 | New |
| Caldwell Sutter Capital, Inc. | 1,900 | $40.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,949 | $41.0K | 0.01% | +141+7.8% | Added |
| Concord Wealth Partners | 2,000 | $42.7K | 0.01% | +10+0.5% | Added |
| American National Bank | 2,015 | $43.0K | 0.00% | +66+3.4% | Added |
| R Squared Ltd | 2,120 | $45.3K | 0.04% | +2,120 | New |
| UMA Financial Services, Inc. | 2,138 | $45.6K | 0.01% | +2,138 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,201 | $47.0K | 0.00% | −849−27.8% | Reduced |
| Hall Laurie J Trustee | 2,400 | $51.0K | 0.02% | −250−9.4% | Reduced |
| Kempen Capital Management N.V. | 2,399 | $51.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,422 | $51.7K | 0.01% | +38+1.6% | Added |
| Spire Wealth Management | 2,490 | $53.2K | 0.00% | +219+9.6% | Added |
| Founders Financial Alliance, LLC | 2,529 | $54.0K | 0.01% | +7+0.3% | Added |
| Hexagon Capital Partners LLC | 2,583 | $55.1K | 0.01% | +182+7.6% | Added |
| Venturi Wealth Management, LLC | 2,613 | $55.8K | 0.00% | −148−5.4% | Reduced |
| Bell Investment Advisors, Inc | 2,685 | $57.3K | 0.01% | −267−9.0% | Reduced |
| Pacific Center for Financial Services | 2,784 | $59.4K | 0.02% | 00.0% | Unchanged |
| Motco | 2,800 | $59.8K | 0.01% | −2,046−42.2% | Reduced |
| AlphaMark Advisors, LLC | 2,833 | $60.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,878 | $61.4K | 0.01% | +2,300+397.9% | Added |
| Johnson Financial Group, Inc. | 2,900 | $61.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,946 | $62.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,857 | $63.1K | 0.00% | −20−0.7% | Reduced |
| Cito Capital Group, LLC | 3,000 | $64.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,042 | $65.0K | 0.04% | −652−17.7% | Reduced |
| Itau Unibanco Holding S.A. | 3,048 | $65.1K | 0.00% | −81−2.6% | Reduced |
| Geneos Wealth Management Inc. | 3,079 | $65.7K | 0.00% | +15+0.5% | Added |
| Webster Bank, N. A. | 3,200 | $68.3K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 3,200 | $68.3K | 0.00% | +3,200 | New |
| Addison Advisors LLC | 3,282 | $70.1K | 0.02% | −41−1.2% | Reduced |
| Asset Dedication, LLC | 3,295 | $70.3K | 0.01% | +652+24.7% | Added |
| Raleigh Capital Management Inc. | 3,316 | $70.8K | 0.03% | −343−9.4% | Reduced |
| Clean Yield Group | 3,471 | $74.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,632 | $77.6K | 0.01% | −113−3.0% | Reduced |
| Ransom Advisory, Ltd | 3,700 | $79.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,728 | $79.6K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,742 | $79.9K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,800 | $81.1K | 0.01% | +86+2.3% | Added |
| Silvant Capital Management LLC | 3,879 | $82.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,071 | $86.9K | 0.00% | +2,307+130.8% | Added |
| Key Financial Inc | 4,116 | $87.9K | 0.02% | +619+17.7% | Added |
| Cromwell Holdings LLC | 4,100 | $88.1K | 0.05% | +72+1.8% | Added |
| Harbour Investments, Inc. | 4,239 | $90.5K | 0.00% | +1,408+49.7% | Added |
| Quent Capital, LLC | 4,281 | $91.4K | 0.01% | +9+0.2% | Added |
| Colonial Trust Co | 4,420 | $94.4K | 0.01% | +622+16.4% | Added |
| True Wealth Design, LLC | 4,557 | $97.3K | 0.04% | +153+3.5% | Added |
| Eagle Bay Advisors LLC | 4,533 | $97.4K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,601 | $98.2K | 0.01% | +47+1.0% | Added |
| Massmutual Trust Co FSB | 4,805 | $102.6K | 0.00% | +189+4.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,597 | $105.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4,975 | $106.2K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,000 | $106.8K | 0.04% | −63−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 5,000 | $106.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,108 | $109.1K | 0.02% | −404−7.3% | Reduced |
| Farmers & Merchants Investments Inc | 5,186 | $110.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,330 | $114.0K | 0.05% | −868−14.0% | Reduced |
| SRS Capital Advisors, Inc. | 5,390 | $115.1K | 0.01% | +1,165+27.6% | Added |
| Maia Wealth LLC | 6,000 | $128.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,133 | $130.9K | 0.06% | −378−5.8% | Reduced |
| Brown Brothers Harriman & Co | 6,330 | $135.1K | 0.00% | +338+5.6% | Added |
| Estabrook Capital Management | 6,400 | $136.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 6,404 | $136.7K | 0.02% | +1,738+37.2% | Added |
| Edmond de Rothschild Holding S.A. | 6,652 | $142.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6,908 | $147.5K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 6,994 | $149.3K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 7,045 | $150.0K | 0.00% | −25−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 7,324 | $156.4K | 0.01% | +1,442+24.5% | Added |
| Mather Group, LLC. | 7,557 | $161.3K | 0.00% | +440+6.2% | Added |
| Oakworth Capital, Inc. | 7,978 | $170.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 8,117 | $173.3K | 0.02% | +5,670+231.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,200 | $175.1K | 0.10% | −1,000−10.9% | Reduced |
| Ossiam | 8,244 | $176.0K | 0.00% | −20−0.2% | Reduced |
| Trust Co of Vermont | 8,322 | $177.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,341 | $178.1K | 0.01% | +48+0.6% | Added |
| Ci Investments Inc. | 8,647 | $185.0K | 0.00% | −89,050−91.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,731 | $186.3K | 0.00% | +16+0.2% | Added |
| Stephens Inc | 9,373 | $200.1K | 0.00% | −8,625−47.9% | Reduced |
| Catalyst Financial Partners LLC | 9,375 | $200.2K | 0.04% | +9,375 | New |
| Charter Trust Co | 9,400 | $200.7K | 0.01% | +9,400 | New |
| Wellington Shields & Co., LLC | 9,400 | $200.7K | 0.06% | +9,400 | New |