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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 9,418 | $201.1K | 0.00% | +9,418 | New |
| Anchor Investment Management, LLC | 9,550 | $203.9K | 0.02% | −700−6.8% | Reduced |
| Eastern Bank | 9,560 | $204.1K | 0.00% | +200+2.1% | Added |
| Mystic Asset Management, Inc. | 9,573 | $204.4K | 0.05% | +9,573 | New |
| Foundations Investment Advisors, LLC | 9,660 | $206.2K | 0.00% | +9,660 | New |
| Empower Advisory Group, LLC | 9,703 | $207.2K | 0.00% | −122−1.2% | Reduced |
| Lindbrook Capital, LLC | 9,710 | $207.3K | 0.02% | +56+0.6% | Added |
| BluePath Capital Management, LLC | 9,485 | $208.5K | 0.11% | +9,485 | New |
| Mill Creek Capital Advisors, LLC | 9,841 | $210.1K | 0.01% | +9,841 | New |
| Herold Advisors, Inc. | 9,945 | $212.3K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,950 | $212.4K | 0.00% | +9,950 | New |
| Patten & Patten Inc | 10,023 | $214.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,986 | $214.5K | 0.01% | −6,231−38.4% | Reduced |
| Spinnaker Trust | 10,070 | $215.0K | 0.01% | −4,065−28.8% | Reduced |
| Peterson Wealth Services | 10,266 | $219.2K | 0.07% | +40+0.4% | Added |
| Ironwood Investment Management LLC | 10,356 | $221.1K | 0.11% | 00.0% | Unchanged |
| Umb Bank N A | 10,357 | $221.1K | 0.00% | +3,131+43.3% | Added |
| Winton Group Ltd | 10,362 | $221.2K | 0.01% | −2,055−16.5% | Reduced |
| Coppell Advisory Solutions LLC | 10,348 | $221.4K | 0.03% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 10,431 | $222.7K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,478 | $223.7K | 0.05% | +10,478 | New |
| City National Bank of Florida | 10,478 | $223.7K | 0.20% | +10,478 | New |
| Gator Capital Management, LLC | 10,500 | $224.2K | 0.08% | +10,500 | New |
| Wedmont Private Capital | 10,154 | $224.2K | 0.01% | +10,154 | New |
| Proequities, Inc. | 9,210 | $224.9K | 0.01% | +566+6.5% | Added |
| Numerai GP LLC | 10,597 | $226.2K | 0.06% | +10,597 | New |
| Sharp Financial Services, LLC | 10,600 | $226.3K | 0.17% | −1,600−13.1% | Reduced |
| Clearstead Advisors, LLC | 10,615 | $226.6K | 0.00% | −736−6.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,696 | $228.4K | 0.07% | −858−7.4% | Reduced |
| D'Orazio & Associates, Inc. | 10,722 | $228.9K | 0.03% | +380+3.7% | Added |
| IMPACTfolio, LLC | 10,736 | $229.2K | 0.12% | −26−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 10,795 | $230.5K | 0.00% | −417−3.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 11,348 | $232.2K | 0.05% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 10,900 | $232.7K | 0.10% | −1,279−10.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,943 | $233.6K | 0.01% | +1,278+13.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,941 | $235.0K | 0.01% | 00.0% | Unchanged |
| Sentry LLC | 11,024 | $235.4K | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,025 | $235.4K | 0.02% | +11,025 | New |
| Perennial Advisors, LLC | 11,030 | $235.5K | 0.05% | +11,030 | New |
| Jones Financial Companies LLLP | 11,053 | $236.0K | 0.00% | +5,924+115.5% | Added |
| Drive Wealth Management, LLC | 11,084 | $238.1K | 0.06% | +145+1.3% | Added |
| Chicago Partners Investment Group LLC | 10,814 | $238.2K | 0.01% | +10,814 | New |
| Berger Financial Group, Inc | 11,192 | $238.9K | 0.02% | +11+0.1% | Added |
| Algert Global LLC | 11,220 | $239.5K | 0.01% | +11,220 | New |
| 111 Capital | 11,238 | $239.9K | 0.05% | +11,238 | New |
| Harvest Fund Management Co., Ltd | 11,296 | $241.0K | 0.01% | +8,198+264.6% | Added |
| Roman Butler Fullerton & Co | 10,507 | $241.1K | 0.08% | +244+2.4% | Added |
| Fisher Asset Management, LLC | 11,369 | $242.7K | 0.00% | −22,604−66.5% | Reduced |
| North Star Investment Management Corp. | 11,385 | $243.1K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 11,404 | $243.5K | 0.01% | +1,681+17.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,370 | $244.3K | 0.00% | +2,634+34.0% | Added |
| Aspire Private Capital, LLC | 11,478 | $245.1K | 0.06% | +66+0.6% | Added |
| Aaron Wealth Advisors | 11,495 | $245.4K | 0.03% | −390−3.3% | Reduced |
| Bridgewater Associates, LP | 11,509 | $245.7K | 0.00% | −20,015−63.5% | Reduced |
| Freestone Capital Holdings, LLC | 11,616 | $248.0K | 0.01% | −86−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 11,642 | $248.6K | 0.01% | −1,198−9.3% | Reduced |
| Jefferies Financial Group Inc. | 11,643 | $248.6K | 0.00% | +11,643 | New |
| Stratos Wealth Partners, LTD. | 11,699 | $249.8K | 0.00% | −968−7.6% | Reduced |
| Capital Performance Advisors LLP | 11,776 | $251.4K | 0.08% | +3,585+43.8% | Added |
| Essential Planning, LLC. | 11,960 | $252.4K | 0.00% | +11,960 | New |
| Doliver Advisors, LP | 11,950 | $255.1K | 0.07% | −50−0.4% | Reduced |
| First Horizon Advisors, Inc. | 11,970 | $255.6K | 0.01% | −312−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 12,028 | $256.8K | 0.01% | +1,468+13.9% | Added |
| Sunflower Bank, N.A. | 12,038 | $257.0K | 0.07% | +1,750+17.0% | Added |
| Principal Securities, Inc. | 12,162 | $259.7K | 0.01% | +3,012+32.9% | Added |
| GeoWealth Management, LLC | 12,294 | $262.5K | 0.01% | +4,229+52.4% | Added |
| Baader Bank INC | 12,299 | $262.6K | 0.02% | −1,200−8.9% | Reduced |
| Everstar Asset Management, LLC | 12,324 | $263.1K | 0.19% | +12,324 | New |
| Holistic Financial Partners | 12,363 | $264.0K | 0.13% | +12,363 | New |
| Claro Advisors LLC | 12,369 | $264.1K | 0.04% | −3,473−21.9% | Reduced |
| Auxier Asset Management | 12,407 | $264.9K | 0.04% | −952−7.1% | Reduced |
| Clear Street Markets LLC | 12,500 | $266.9K | 0.10% | −2,500−16.7% | Reduced |
| Clear Creek Financial Management, LLC | 12,507 | $267.0K | 0.03% | +66+0.5% | Added |
| Lake Street Financial LLC | 12,547 | $267.9K | 0.04% | +910+7.8% | Added |
| Brinker Capital Investments, LLC | 12,634 | $269.7K | 0.00% | −132,737−91.3% | Reduced |
| Orion Portfolio Solutions, LLC | 12,634 | $269.7K | 0.00% | −132,737−91.3% | Reduced |
| Dakota Wealth Management | 12,646 | $270.0K | 0.01% | +931+7.9% | Added |
| Wulff, Hansen & Co. | 12,666 | $270.4K | 0.26% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 12,705 | $271.2K | 0.05% | +151+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 12,841 | $274.2K | 0.07% | −33−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 12,858 | $274.5K | 0.01% | +750+6.2% | Added |
| Smith Shellnut Wilson LLC | 12,924 | $275.9K | 0.12% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,951 | $276.5K | 0.02% | +12,951 | New |
| Severin Investments, LLC | 12,977 | $277.1K | 0.28% | +12,977 | New |
| Westbourne Investments, Inc. | 13,000 | $277.6K | 0.16% | +13,000 | New |
| Princeton Capital Management LLC | 13,009 | $277.8K | 0.09% | −403−3.0% | Reduced |
| PDS Planning, Inc | 13,048 | $278.6K | 0.02% | −43−0.3% | Reduced |
| Sound Income Strategies, LLC | 13,051 | $278.6K | 0.02% | +1,934+17.4% | Added |
| Nixon Peabody Trust Co | 13,092 | $279.5K | 0.02% | +342+2.7% | Added |
| Cigna Investments Inc | 13,136 | $281.0K | 0.05% | −233−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 13,169 | $281.2K | 0.00% | +13,169 | New |
| Essex Financial Services, Inc. | 13,396 | $286.0K | 0.02% | +461+3.6% | Added |
| Aptus Capital Advisors, LLC | 13,347 | $286.1K | 0.00% | +13,347 | New |
| Fulton Bank, N.A. | 13,501 | $288.2K | 0.01% | +2,928+27.7% | Added |
| True Link Financial Advisors, LLC | 13,546 | $289.2K | 0.02% | +560+4.3% | Added |
| Lyell Wealth Management, LP | 13,599 | $290.3K | 0.03% | −300−2.2% | Reduced |
| Advus Financial Partners, LLC | 13,897 | $296.7K | 0.08% | +13,897 | New |
| Clarius Group, LLC | 13,898 | $296.7K | 0.02% | −224−1.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,963 | $298.1K | 0.07% | +39+0.3% | Added |
| PFG Investments, LLC | 14,001 | $298.9K | 0.02% | +304+2.2% | Added |