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
- 1,089
- +88 vs. Q3 2024
- Shares held
- 1.08B
- +17.0M (+1.6%) vs. Q3 2024
- Total value
- $23.2B
- +$1.34B (+6.1%) vs. Q3 2024
- New holders
- 173
- 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 |
|---|---|---|---|---|---|
| Quartz Partners, LLC | 32,478 | $693.4K | 0.42% | +1,257+4.0% | Added |
| Fiduciary Trust Co | 32,397 | $691.7K | 0.01% | +351+1.1% | Added |
| Parallel Advisors, LLC | 32,311 | $689.9K | 0.02% | −2,349−6.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 32,260 | $688.8K | 0.26% | +1,723+5.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 32,068 | $686.3K | 0.02% | −287,325−90.0% | Reduced |
| Integrated Wealth Concepts LLC | 32,028 | $683.8K | 0.01% | +976+3.1% | Added |
| Modern Wealth Management, LLC | 31,575 | $674.1K | 0.03% | +31,575 | New |
| Impact Partnership Wealth, LLC | 31,520 | $673.0K | 0.14% | −28,697−47.7% | Reduced |
| Level Four Advisory Services, LLC | 31,438 | $671.2K | 0.03% | +3,672+13.2% | Added |
| Aquatic Capital Management LLC | 31,423 | $670.9K | 0.02% | +31,423 | New |
| V-Square Quantitative Management LLC | 31,224 | $666.6K | 0.09% | −3,305−9.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 31,089 | $663.8K | 0.40% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 30,961 | $661.0K | 0.05% | +30,961 | New |
| United Services Automobile Association | 30,885 | $659.4K | 0.02% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 30,759 | $657.0K | 0.27% | +16,754+119.6% | Added |
| Farther Finance Advisors, LLC | 30,738 | $656.2K | 0.02% | −5,299−14.7% | Reduced |
| United Capital Financial Advisers, LLC | 30,701 | $655.5K | 0.01% | −5,502−15.2% | Reduced |
| First Hawaiian Bank | 30,611 | $653.5K | 0.02% | +4,258+16.2% | Added |
| WESPAC Advisors, LLC | 30,557 | $652.4K | 0.48% | −458−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 30,462 | $650.4K | 0.05% | +23,430+333.2% | Added |
| Applied Finance Capital Management, LLC | 30,387 | $648.8K | 0.03% | −1,727−5.4% | Reduced |
| Apollon Wealth Management, LLC | 30,196 | $644.7K | 0.01% | +4,334+16.8% | Added |
| Moloney Securities Asset Management, LLC | 30,091 | $642.4K | 0.09% | −12,000−28.5% | Reduced |
| Cacti Asset Management LLC | 30,000 | $642.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Atria Wealth Solutions, Inc. | 29,896 | $639.5K | 0.01% | −3,086−9.4% | Reduced |
| Cypress Capital Group | 29,603 | $632.0K | 0.08% | −8,867−23.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,257 | $624.6K | 0.00% | −67,045−69.6% | Reduced |
| Coco Enterprises, LLC | 29,000 | $622.6K | 0.38% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28,883 | $616.7K | 0.10% | +28,883 | New |
| Reuter James Wealth Management, LLC | 28,666 | $612.0K | 0.11% | 00.0% | Unchanged |
| SOL Capital Management CO | 28,392 | $606.0K | 0.07% | −750−2.6% | Reduced |
| Investors Asset Management of Georgia Inc | 28,344 | $605.2K | 0.30% | −707−2.4% | Reduced |
| Signaturefd, LLC | 27,985 | $597.5K | 0.01% | +663+2.4% | Added |
| Pinebridge Investments, L.P. | 27,795 | $593.4K | 0.00% | −957,783−97.2% | Reduced |
| Pensionmark Financial Group, LLC | 27,785 | $593.2K | 0.02% | +27,785 | New |
| Sage Advisors, LLC | 27,725 | $591.9K | 0.44% | +174+0.6% | Added |
| Pines Wealth Management, LLC | 26,275 | $580.2K | 0.25% | +26,275 | New |
| Abacus Planning Group, Inc. | 27,165 | $580.0K | 0.10% | +609+2.3% | Added |
| CBOE Vest Financial, LLC | 26,951 | $575.4K | 0.01% | +5,470+25.5% | Added |
| Zuckerman Investment Group, LLC | 28,000 | $572.9K | 0.05% | +6,000+27.3% | Added |
| Ascent Group, LLC | 26,734 | $570.8K | 0.04% | +8,811+49.2% | Added |
| Northwestern Mutual Wealth Management Co | 26,572 | $567.3K | 0.00% | −4,363−14.1% | Reduced |
| Mirova | 26,459 | $564.9K | 0.10% | +26,459 | New |
| Caption Management, LLC | 26,388 | $563.4K | 0.02% | −48,612−64.8% | Reduced |
| Davenport & Co LLC | 26,297 | $561.4K | 0.00% | +26,297 | New |
| Greenleaf Trust | 26,257 | $560.6K | 0.01% | −1,170−4.3% | Reduced |
| KLCM Advisors, Inc. | 26,242 | $560.3K | 0.06% | +96+0.4% | Added |
| Cohen Klingenstein LLC | 26,200 | $559.4K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 26,144 | $558.2K | 0.03% | +6,965+36.3% | Added |
| Sanders Morris Harris LLC | 26,000 | $555.1K | 0.08% | 00.0% | Unchanged |
| Veracity Capital LLC | 25,945 | $553.9K | 0.20% | −74−0.3% | Reduced |
| Quadrature Capital Ltd | 25,944 | $553.9K | 0.01% | −90,741−77.8% | Reduced |
| Buckingham Strategic Partners | 25,933 | $553.7K | 0.01% | −4,523−14.9% | Reduced |
| 44 Wealth Management LLC | 25,908 | $553.1K | 0.21% | −1,407−5.2% | Reduced |
| Phoenix Holdings Ltd. | 25,773 | $550.3K | 0.01% | −2,679−9.4% | Reduced |
| Advisory Services Network, LLC | 25,688 | $548.4K | 0.01% | +6,651+34.9% | Added |
| Grassi Investment Management | 25,600 | $547.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 25,526 | $545.0K | 0.02% | −26−0.1% | Reduced |
| Kathmere Capital Management, LLC | 25,483 | $544.1K | 0.05% | +11,869+87.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,342 | $541.0K | 0.00% | +6,629+35.4% | Added |
| Capstone Investment Advisors, LLC | 25,280 | $539.7K | 0.01% | +9,283+58.0% | Added |
| Boston Private Wealth LLC | 25,098 | $535.8K | 0.01% | +25,098 | New |
| Sequoia Financial Advisors, LLC | 24,988 | $533.5K | 0.01% | +4,916+24.5% | Added |
| Benin Management CORP | 24,928 | $532.2K | 0.15% | +24,928 | New |
| Atria Investments LLC | 24,843 | $530.4K | 0.01% | +4,864+24.3% | Added |
| Bryn Mawr Trust Co | 24,829 | $530.1K | 0.01% | +42+0.2% | Added |
| Smartleaf Asset Management LLC | 24,745 | $529.5K | 0.05% | +1,288+5.5% | Added |
| Argonautica Private Wealth Management, Inc | 24,583 | $524.8K | 0.17% | −214−0.9% | Reduced |
| Prospera Financial Services Inc | 24,309 | $519.0K | 0.01% | +24,309 | New |
| Montgomery Investment Management Inc | 24,250 | $517.7K | 0.20% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 24,208 | $516.9K | 0.17% | +24,208 | New |
| Regal Investment Advisors LLC | 24,186 | $516.4K | 0.04% | +5,198+27.4% | Added |
| Coldstream Capital Management Inc | 24,073 | $514.0K | 0.01% | +1,275+5.6% | Added |
| Smithfield Trust Co | 23,979 | $513.0K | 0.03% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 23,865 | $509.5K | 0.46% | −1,603−6.3% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 23,802 | $508.3K | 0.05% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 23,717 | $506.4K | 0.12% | +134+0.6% | Added |
| Forum Financial Management, LP | 23,639 | $504.7K | 0.01% | +515+2.2% | Added |
| Merit Financial Group, LLC | 23,621 | $504.3K | 0.01% | +23,621 | New |
| Three Seasons Wealth, LLC | 23,421 | $503.1K | 0.25% | +23,421 | New |
| Beverly Hills Private Wealth, LLC | 23,408 | $499.8K | 0.10% | +6,626+39.5% | Added |
| Penn Mutual Asset Management, LLC | 23,200 | $495.3K | 0.89% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 23,161 | $494.5K | 0.04% | +7,788+50.7% | Added |
| Synovus Financial Corp | 23,059 | $492.3K | 0.01% | −692−2.9% | Reduced |
| Profund Advisors LLC | 23,034 | $491.8K | 0.02% | −5,911−20.4% | Reduced |
| Phillips Wealth Planners LLC | 22,266 | $491.6K | 0.49% | +6,722+43.2% | Added |
| Old Port Advisors | 22,985 | $490.7K | 0.14% | −1,392−5.7% | Reduced |
| West Michigan Advisors, LLC | 22,401 | $480.9K | 0.15% | +6,264+38.8% | Added |
| ZRC Wealth Management, LLC | 22,494 | $480.2K | 0.20% | 00.0% | Unchanged |
| Brown Advisory Inc | 22,386 | $477.9K | 0.00% | −4,080−15.4% | Reduced |
| Evergreen Capital Management LLC | 22,226 | $477.4K | 0.02% | −716−3.1% | Reduced |
| Carret Asset Management, LLC | 22,350 | $477.2K | 0.05% | 00.0% | Unchanged |
| Wealth Advisors Northwest LLC | 22,217 | $474.3K | 0.32% | +22,217 | New |
| Canada Post Corp Registered Pension Plan | 21,900 | $467.6K | 0.03% | +21,900 | New |
| Whittier Trust Co | 21,762 | $464.4K | 0.01% | −2,098−8.8% | Reduced |
| Mma Asset Management LLC | 21,689 | $463.1K | 0.20% | −16,535−43.3% | Reduced |
| SBI Securities Co., Ltd. | 21,566 | $460.4K | 0.01% | +21,566 | New |
| CFC Planning Co LLC | 21,525 | $459.6K | 0.49% | +21,525 | New |