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 4 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 |
|---|---|---|---|---|---|
| Old Port Advisors | 22,985 | $490.7K | 0.14% | −1,392−5.7% | Reduced |
| Phillips Wealth Planners LLC | 22,266 | $491.6K | 0.49% | +6,722+43.2% | Added |
| Profund Advisors LLC | 23,034 | $491.8K | 0.02% | −5,911−20.4% | Reduced |
| Synovus Financial Corp | 23,059 | $492.3K | 0.01% | −692−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 23,161 | $494.5K | 0.04% | +7,788+50.7% | Added |
| Penn Mutual Asset Management, LLC | 23,200 | $495.3K | 0.89% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 23,408 | $499.8K | 0.10% | +6,626+39.5% | Added |
| Three Seasons Wealth, LLC | 23,421 | $503.1K | 0.25% | +23,421 | New |
| Merit Financial Group, LLC | 23,621 | $504.3K | 0.01% | +23,621 | New |
| Forum Financial Management, LP | 23,639 | $504.7K | 0.01% | +515+2.2% | Added |
| Werba Rubin Papier Wealth Management | 23,717 | $506.4K | 0.12% | +134+0.6% | Added |
| Teewinot Capital Advisers, L.L.C. | 23,802 | $508.3K | 0.05% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 23,865 | $509.5K | 0.46% | −1,603−6.3% | Reduced |
| Smithfield Trust Co | 23,979 | $513.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 24,073 | $514.0K | 0.01% | +1,275+5.6% | Added |
| Regal Investment Advisors LLC | 24,186 | $516.4K | 0.04% | +5,198+27.4% | Added |
| Wakefield Asset Management LLLP | 24,208 | $516.9K | 0.17% | +24,208 | New |
| Montgomery Investment Management Inc | 24,250 | $517.7K | 0.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,309 | $519.0K | 0.01% | +24,309 | New |
| Argonautica Private Wealth Management, Inc | 24,583 | $524.8K | 0.17% | −214−0.9% | Reduced |
| Smartleaf Asset Management LLC | 24,745 | $529.5K | 0.05% | +1,288+5.5% | Added |
| Bryn Mawr Trust Co | 24,829 | $530.1K | 0.01% | +42+0.2% | Added |
| Atria Investments LLC | 24,843 | $530.4K | 0.01% | +4,864+24.3% | Added |
| Benin Management CORP | 24,928 | $532.2K | 0.15% | +24,928 | New |
| Sequoia Financial Advisors, LLC | 24,988 | $533.5K | 0.01% | +4,916+24.5% | Added |
| Boston Private Wealth LLC | 25,098 | $535.8K | 0.01% | +25,098 | New |
| Capstone Investment Advisors, LLC | 25,280 | $539.7K | 0.01% | +9,283+58.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,342 | $541.0K | 0.00% | +6,629+35.4% | Added |
| Kathmere Capital Management, LLC | 25,483 | $544.1K | 0.05% | +11,869+87.2% | Added |
| Vestcor Inc | 25,526 | $545.0K | 0.02% | −26−0.1% | Reduced |
| Grassi Investment Management | 25,600 | $547.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25,688 | $548.4K | 0.01% | +6,651+34.9% | Added |
| Phoenix Holdings Ltd. | 25,773 | $550.3K | 0.01% | −2,679−9.4% | Reduced |
| 44 Wealth Management LLC | 25,908 | $553.1K | 0.21% | −1,407−5.2% | Reduced |
| Buckingham Strategic Partners | 25,933 | $553.7K | 0.01% | −4,523−14.9% | Reduced |
| Quadrature Capital Ltd | 25,944 | $553.9K | 0.01% | −90,741−77.8% | Reduced |
| Veracity Capital LLC | 25,945 | $553.9K | 0.20% | −74−0.3% | Reduced |
| Sanders Morris Harris LLC | 26,000 | $555.1K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 26,144 | $558.2K | 0.03% | +6,965+36.3% | Added |
| Cohen Klingenstein LLC | 26,200 | $559.4K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 26,242 | $560.3K | 0.06% | +96+0.4% | Added |
| Greenleaf Trust | 26,257 | $560.6K | 0.01% | −1,170−4.3% | Reduced |
| Davenport & Co LLC | 26,297 | $561.4K | 0.00% | +26,297 | New |
| Caption Management, LLC | 26,388 | $563.4K | 0.02% | −48,612−64.8% | Reduced |
| Mirova | 26,459 | $564.9K | 0.10% | +26,459 | New |
| Northwestern Mutual Wealth Management Co | 26,572 | $567.3K | 0.00% | −4,363−14.1% | Reduced |
| Ascent Group, LLC | 26,734 | $570.8K | 0.04% | +8,811+49.2% | Added |
| Zuckerman Investment Group, LLC | 28,000 | $572.9K | 0.05% | +6,000+27.3% | Added |
| CBOE Vest Financial, LLC | 26,951 | $575.4K | 0.01% | +5,470+25.5% | Added |
| Abacus Planning Group, Inc. | 27,165 | $580.0K | 0.10% | +609+2.3% | Added |
| Pines Wealth Management, LLC | 26,275 | $580.2K | 0.25% | +26,275 | New |
| Sage Advisors, LLC | 27,725 | $591.9K | 0.44% | +174+0.6% | Added |
| Pensionmark Financial Group, LLC | 27,785 | $593.2K | 0.02% | +27,785 | New |
| Pinebridge Investments, L.P. | 27,795 | $593.4K | 0.00% | −957,783−97.2% | Reduced |
| Signaturefd, LLC | 27,985 | $597.5K | 0.01% | +663+2.4% | Added |
| Investors Asset Management of Georgia Inc | 28,344 | $605.2K | 0.30% | −707−2.4% | Reduced |
| SOL Capital Management CO | 28,392 | $606.0K | 0.07% | −750−2.6% | Reduced |
| Reuter James Wealth Management, LLC | 28,666 | $612.0K | 0.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28,883 | $616.7K | 0.10% | +28,883 | New |
| Coco Enterprises, LLC | 29,000 | $622.6K | 0.38% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 29,257 | $624.6K | 0.00% | −67,045−69.6% | Reduced |
| Cypress Capital Group | 29,603 | $632.0K | 0.08% | −8,867−23.0% | Reduced |
| Atria Wealth Solutions, Inc. | 29,896 | $639.5K | 0.01% | −3,086−9.4% | Reduced |
| Bank of Stockton | 30,000 | $640.5K | 0.19% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 30,000 | $640.5K | 0.08% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 30,000 | $642.0K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 30,091 | $642.4K | 0.09% | −12,000−28.5% | Reduced |
| Apollon Wealth Management, LLC | 30,196 | $644.7K | 0.01% | +4,334+16.8% | Added |
| Applied Finance Capital Management, LLC | 30,387 | $648.8K | 0.03% | −1,727−5.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 30,462 | $650.4K | 0.05% | +23,430+333.2% | Added |
| WESPAC Advisors, LLC | 30,557 | $652.4K | 0.48% | −458−1.5% | Reduced |
| First Hawaiian Bank | 30,611 | $653.5K | 0.02% | +4,258+16.2% | Added |
| United Capital Financial Advisers, LLC | 30,701 | $655.5K | 0.01% | −5,502−15.2% | Reduced |
| Farther Finance Advisors, LLC | 30,738 | $656.2K | 0.02% | −5,299−14.7% | Reduced |
| First Dallas Securities Inc. | 30,759 | $657.0K | 0.27% | +16,754+119.6% | Added |
| United Services Automobile Association | 30,885 | $659.4K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 30,961 | $661.0K | 0.05% | +30,961 | New |
| Fortitude Advisory Group L.L.C. | 31,089 | $663.8K | 0.40% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 31,224 | $666.6K | 0.09% | −3,305−9.6% | Reduced |
| Aquatic Capital Management LLC | 31,423 | $670.9K | 0.02% | +31,423 | New |
| Level Four Advisory Services, LLC | 31,438 | $671.2K | 0.03% | +3,672+13.2% | Added |
| Impact Partnership Wealth, LLC | 31,520 | $673.0K | 0.14% | −28,697−47.7% | Reduced |
| Modern Wealth Management, LLC | 31,575 | $674.1K | 0.03% | +31,575 | New |
| Integrated Wealth Concepts LLC | 32,028 | $683.8K | 0.01% | +976+3.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 32,068 | $686.3K | 0.02% | −287,325−90.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 32,260 | $688.8K | 0.26% | +1,723+5.6% | Added |
| Parallel Advisors, LLC | 32,311 | $689.9K | 0.02% | −2,349−6.8% | Reduced |
| Fiduciary Trust Co | 32,397 | $691.7K | 0.01% | +351+1.1% | Added |
| Quartz Partners, LLC | 32,478 | $693.4K | 0.42% | +1,257+4.0% | Added |
| Dynasty Wealth Management, LLC | 32,982 | $704.2K | 0.01% | +12,677+62.4% | Added |
| Twin Capital Management Inc | 33,003 | $704.6K | 0.08% | +2,285+7.4% | Added |
| Horizon Investments, LLC | 34,244 | $731.1K | 0.02% | +900+2.7% | Added |
| SG Americas Securities, LLC | 34,707 | $741.0K | 0.00% | −63,169−64.5% | Reduced |
| Legacy Capital Group California, Inc. | 34,824 | $743.5K | 0.23% | −333−0.9% | Reduced |
| Park Avenue Securities LLC | 35,258 | $753.0K | 0.01% | +4,774+15.7% | Added |
| Longfellow Investment Management Co LLC | 35,344 | $754.6K | 0.19% | −2,283−6.1% | Reduced |
| Dark Forest Capital Management LP | 35,356 | $754.9K | 0.11% | +24,052+212.8% | Added |
| One Wealth Advisors, LLC | 35,671 | $761.6K | 0.11% | +8,732+32.4% | Added |
| Cornerstone Select Advisors, LLC | 35,715 | $762.5K | 0.74% | +35,715 | New |
| EP Wealth Advisors, LLC | 35,739 | $763.0K | 0.01% | +1,069+3.1% | Added |