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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 13,051 | $278.6K | 0.02% | +1,934+17.4% | Added |
| PDS Planning, Inc | 13,048 | $278.6K | 0.02% | −43−0.3% | Reduced |
| Princeton Capital Management LLC | 13,009 | $277.8K | 0.09% | −403−3.0% | Reduced |
| Westbourne Investments, Inc. | 13,000 | $277.6K | 0.16% | +13,000 | New |
| Severin Investments, LLC | 12,977 | $277.1K | 0.28% | +12,977 | New |
| Kingswood Wealth Advisors, LLC | 12,951 | $276.5K | 0.02% | +12,951 | New |
| Smith Shellnut Wilson LLC | 12,924 | $275.9K | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 12,858 | $274.5K | 0.01% | +750+6.2% | Added |
| Burke & Herbert Bank & Trust Co | 12,841 | $274.2K | 0.07% | −33−0.3% | Reduced |
| Peninsula Wealth, LLC | 12,705 | $271.2K | 0.05% | +151+1.2% | Added |
| Wulff, Hansen & Co. | 12,666 | $270.4K | 0.26% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,646 | $270.0K | 0.01% | +931+7.9% | 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 |
| Lake Street Financial LLC | 12,547 | $267.9K | 0.04% | +910+7.8% | Added |
| Clear Creek Financial Management, LLC | 12,507 | $267.0K | 0.03% | +66+0.5% | Added |
| Clear Street Markets LLC | 12,500 | $266.9K | 0.10% | −2,500−16.7% | Reduced |
| Auxier Asset Management | 12,407 | $264.9K | 0.04% | −952−7.1% | Reduced |
| Claro Advisors LLC | 12,369 | $264.1K | 0.04% | −3,473−21.9% | Reduced |
| Holistic Financial Partners | 12,363 | $264.0K | 0.13% | +12,363 | New |
| Everstar Asset Management, LLC | 12,324 | $263.1K | 0.19% | +12,324 | New |
| Baader Bank INC | 12,299 | $262.6K | 0.02% | −1,200−8.9% | Reduced |
| GeoWealth Management, LLC | 12,294 | $262.5K | 0.01% | +4,229+52.4% | Added |
| Principal Securities, Inc. | 12,162 | $259.7K | 0.01% | +3,012+32.9% | Added |
| Sunflower Bank, N.A. | 12,038 | $257.0K | 0.07% | +1,750+17.0% | Added |
| BKD Wealth Advisors, LLC | 12,028 | $256.8K | 0.01% | +1,468+13.9% | Added |
| First Horizon Advisors, Inc. | 11,970 | $255.6K | 0.01% | −312−2.5% | Reduced |
| Doliver Advisors, LP | 11,950 | $255.1K | 0.07% | −50−0.4% | Reduced |
| Essential Planning, LLC. | 11,960 | $252.4K | 0.00% | +11,960 | New |
| Capital Performance Advisors LLP | 11,776 | $251.4K | 0.08% | +3,585+43.8% | Added |
| Stratos Wealth Partners, LTD. | 11,699 | $249.8K | 0.00% | −968−7.6% | Reduced |
| Jefferies Financial Group Inc. | 11,643 | $248.6K | 0.00% | +11,643 | New |
| Exchange Traded Concepts, LLC | 11,642 | $248.6K | 0.01% | −1,198−9.3% | Reduced |
| Freestone Capital Holdings, LLC | 11,616 | $248.0K | 0.01% | −86−0.7% | Reduced |
| Bridgewater Associates, LP | 11,509 | $245.7K | 0.00% | −20,015−63.5% | Reduced |
| Aaron Wealth Advisors | 11,495 | $245.4K | 0.03% | −390−3.3% | Reduced |
| Aspire Private Capital, LLC | 11,478 | $245.1K | 0.06% | +66+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,370 | $244.3K | 0.00% | +2,634+34.0% | Added |
| Central Trust Co | 11,404 | $243.5K | 0.01% | +1,681+17.3% | Added |
| North Star Investment Management Corp. | 11,385 | $243.1K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 11,369 | $242.7K | 0.00% | −22,604−66.5% | Reduced |
| Roman Butler Fullerton & Co | 10,507 | $241.1K | 0.08% | +244+2.4% | Added |
| Harvest Fund Management Co., Ltd | 11,296 | $241.0K | 0.01% | +8,198+264.6% | Added |
| 111 Capital | 11,238 | $239.9K | 0.05% | +11,238 | New |
| Algert Global LLC | 11,220 | $239.5K | 0.01% | +11,220 | New |
| Berger Financial Group, Inc | 11,192 | $238.9K | 0.02% | +11+0.1% | Added |
| Chicago Partners Investment Group LLC | 10,814 | $238.2K | 0.01% | +10,814 | New |
| Drive Wealth Management, LLC | 11,084 | $238.1K | 0.06% | +145+1.3% | Added |
| Jones Financial Companies LLLP | 11,053 | $236.0K | 0.00% | +5,924+115.5% | Added |
| Perennial Advisors, LLC | 11,030 | $235.5K | 0.05% | +11,030 | New |
| Krilogy Financial LLC | 11,025 | $235.4K | 0.02% | +11,025 | New |
| Sentry LLC | 11,024 | $235.4K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,941 | $235.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,943 | $233.6K | 0.01% | +1,278+13.2% | Added |
| Gibraltar Capital Management, Inc. | 10,900 | $232.7K | 0.10% | −1,279−10.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 11,348 | $232.2K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10,795 | $230.5K | 0.00% | −417−3.7% | Reduced |
| IMPACTfolio, LLC | 10,736 | $229.2K | 0.12% | −26−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 10,722 | $228.9K | 0.03% | +380+3.7% | Added |
| Total Clarity Wealth Management, Inc. | 10,696 | $228.4K | 0.07% | −858−7.4% | Reduced |
| Clearstead Advisors, LLC | 10,615 | $226.6K | 0.00% | −736−6.5% | Reduced |
| Sharp Financial Services, LLC | 10,600 | $226.3K | 0.17% | −1,600−13.1% | Reduced |
| Numerai GP LLC | 10,597 | $226.2K | 0.06% | +10,597 | New |
| Proequities, Inc. | 9,210 | $224.9K | 0.01% | +566+6.5% | Added |
| Wedmont Private Capital | 10,154 | $224.2K | 0.01% | +10,154 | New |
| Gator Capital Management, LLC | 10,500 | $224.2K | 0.08% | +10,500 | New |
| City National Bank of Florida | 10,478 | $223.7K | 0.20% | +10,478 | New |
| Simplicity Wealth,LLC | 10,478 | $223.7K | 0.05% | +10,478 | New |
| First Financial Bankshares Inc | 10,431 | $222.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10,348 | $221.4K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 10,362 | $221.2K | 0.01% | −2,055−16.5% | Reduced |
| Umb Bank N A | 10,357 | $221.1K | 0.00% | +3,131+43.3% | Added |
| Ironwood Investment Management LLC | 10,356 | $221.1K | 0.11% | 00.0% | Unchanged |
| Peterson Wealth Services | 10,266 | $219.2K | 0.07% | +40+0.4% | Added |
| Spinnaker Trust | 10,070 | $215.0K | 0.01% | −4,065−28.8% | Reduced |
| Snowden Capital Advisors LLC | 9,986 | $214.5K | 0.01% | −6,231−38.4% | Reduced |
| Patten & Patten Inc | 10,023 | $214.0K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,950 | $212.4K | 0.00% | +9,950 | New |
| Herold Advisors, Inc. | 9,945 | $212.3K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 9,841 | $210.1K | 0.01% | +9,841 | New |
| BluePath Capital Management, LLC | 9,485 | $208.5K | 0.11% | +9,485 | New |
| Lindbrook Capital, LLC | 9,710 | $207.3K | 0.02% | +56+0.6% | Added |
| Empower Advisory Group, LLC | 9,703 | $207.2K | 0.00% | −122−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,660 | $206.2K | 0.00% | +9,660 | New |
| Mystic Asset Management, Inc. | 9,573 | $204.4K | 0.05% | +9,573 | New |
| Eastern Bank | 9,560 | $204.1K | 0.00% | +200+2.1% | Added |
| Anchor Investment Management, LLC | 9,550 | $203.9K | 0.02% | −700−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,418 | $201.1K | 0.00% | +9,418 | 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 |
| Catalyst Financial Partners LLC | 9,375 | $200.2K | 0.04% | +9,375 | New |
| Stephens Inc | 9,373 | $200.1K | 0.00% | −8,625−47.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,731 | $186.3K | 0.00% | +16+0.2% | Added |
| Ci Investments Inc. | 8,647 | $185.0K | 0.00% | −89,050−91.1% | Reduced |
| Armstrong Advisory Group, Inc | 8,341 | $178.1K | 0.01% | +48+0.6% | Added |
| Trust Co of Vermont | 8,322 | $177.7K | 0.01% | 00.0% | Unchanged |
| Ossiam | 8,244 | $176.0K | 0.00% | −20−0.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,200 | $175.1K | 0.10% | −1,000−10.9% | Reduced |
| Quest Partners LLC | 8,117 | $173.3K | 0.02% | +5,670+231.7% | Added |
| Oakworth Capital, Inc. | 7,978 | $170.3K | 0.01% | 00.0% | Unchanged |