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, Q1 2025
Institutional positions in Hewlett Packard Enterprise Co as of Mar 31, 2025. 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
- 1,032
- −40 vs. Q4 2024
- Shares held
- 1.16B
- +91.2M (+8.6%) vs. Q4 2024
- Total value
- $17.9B
- −$4.92B (−21.6%) vs. Q4 2024
- New holders
- 113
- 376 more added
- Sold out
- 153
- 346 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Hewlett Packard Enterprise Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 9,632 | $148.6K | 0.00% | −725−7.0% | Reduced |
| State of Wyoming | 9,717 | $149.9K | 0.02% | +3,313+51.7% | Added |
| Erste Asset Management GmbH | 9,500 | $150.0K | 0.00% | −120,465−92.7% | Reduced |
| Peterson Wealth Services | 9,985 | $154.1K | 0.05% | −281−2.7% | Reduced |
| Patten & Patten Inc | 10,023 | $154.7K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 10,070 | $155.4K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,203 | $157.4K | 0.00% | +10,203 | New |
| William Blair Investment Management, LLC | 10,254 | $158.2K | 0.00% | +10,254 | New |
| Oliver Luxxe Assets LLC | 10,314 | $159.1K | 0.03% | −221,448−95.5% | Reduced |
| Ironwood Investment Management LLC | 10,356 | $159.8K | 0.09% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 10,432 | $161.0K | 0.00% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 10,450 | $161.2K | 0.01% | +3,126+42.7% | Added |
| Perpetual Ltd | 10,526 | $162.4K | 0.00% | +10,526 | New |
| Central Trust Co | 10,531 | $162.5K | 0.00% | −873−7.7% | Reduced |
| Sage Mountain Advisors LLC | 10,549 | $162.8K | 0.01% | +10,549 | New |
| Sagespring Wealth Partners, LLC | 10,617 | $163.8K | 0.00% | −6,147−36.7% | Reduced |
| Parcion Private Wealth LLC | 10,643 | $164.2K | 0.01% | −325,724−96.8% | Reduced |
| Resources Investment Advisors, LLC. | 10,651 | $164.3K | 0.00% | +10,651 | New |
| Sivia Capital Partners, LLC | 10,656 | $164.4K | 0.08% | +10,656 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,708 | $165.2K | 0.00% | +8,507+386.5% | Added |
| Essex Financial Services, Inc. | 10,762 | $166.1K | 0.01% | −2,634−19.7% | Reduced |
| D'Orazio & Associates, Inc. | 10,788 | $166.5K | 0.03% | +66+0.6% | Added |
| PEAK6 LLC | 10,817 | $166.9K | 0.01% | +10,817 | New |
| Private Trust Co NA | 10,944 | $168.9K | 0.02% | −3,124−22.2% | Reduced |
| Herold Advisors, Inc. | 10,945 | $168.9K | 0.04% | +1,000+10.1% | Added |
| GeoWealth Management, LLC | 10,947 | $168.9K | 0.01% | −1,347−11.0% | Reduced |
| Marcum Wealth, LLC | 10,979 | $169.4K | 0.01% | −5,490−33.3% | Reduced |
| Coppell Advisory Solutions LLC | 10,402 | $169.7K | 0.03% | +54+0.5% | Added |
| Sentry LLC | 11,024 | $170.1K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,028 | $170.2K | 0.00% | −1,606−12.7% | Reduced |
| Orion Portfolio Solutions, LLC | 11,028 | $170.2K | 0.00% | −1,606−12.7% | Reduced |
| Perennial Advisors, LLC | 11,030 | $170.2K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,060 | $170.7K | 0.00% | −910−7.6% | Reduced |
| Saxon Interests, Inc. | 11,251 | $173.6K | 0.08% | +11,251 | New |
| IVC Wealth Advisors LLC | 11,381 | $175.6K | 0.09% | +11,381 | New |
| North Star Investment Management Corp. | 11,385 | $175.7K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 11,423 | $176.3K | 0.17% | +11,423 | New |
| Spire Wealth Management | 11,480 | $177.1K | 0.01% | +8,990+361.0% | Added |
| Pinnacle Financial Partners Inc | 11,541 | $178.1K | 0.00% | +746+6.9% | Added |
| Armstrong Advisory Group, Inc | 8,341 | $178.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 11,548 | $178.2K | 0.04% | +200+1.8% | Added |
| Simplicity Wealth,LLC | 11,548 | $178.2K | 0.01% | +1,070+10.2% | Added |
| Banco Santander, S.A. | 11,597 | $178.9K | 0.00% | +1,647+16.6% | Added |
| Kaufman Rossin Wealth, LLC | 11,605 | $179.1K | 0.13% | +11,605 | New |
| Phoenix Holdings Ltd. | 11,600 | $179.9K | 0.00% | −14,173−55.0% | Reduced |
| City National Bank of Florida | 11,683 | $180.3K | 0.16% | +1,205+11.5% | Added |
| First National Trust Co | 11,776 | $181.7K | 0.01% | −5,607−32.3% | Reduced |
| Stephens Inc | 11,975 | $184.8K | 0.00% | +2,602+27.8% | Added |
| Avantax Planning Partners, Inc. | 12,038 | $185.7K | 0.01% | −820−6.4% | Reduced |
| Welch & Forbes LLC | 12,200 | $188.2K | 0.00% | −7,771−38.9% | Reduced |
| Lyell Wealth Management, LP | 12,301 | $189.8K | 0.02% | −1,298−9.5% | Reduced |
| Clear Creek Financial Management, LLC | 12,335 | $190.3K | 0.02% | −172−1.4% | Reduced |
| Baader Bank INC | 12,399 | $191.0K | 0.02% | +100+0.8% | Added |
| Auxier Asset Management | 12,387 | $191.1K | 0.03% | −20−0.2% | Reduced |
| Bosman Wealth Management, LLC | 12,398 | $191.3K | 0.19% | −49,835−80.1% | Reduced |
| Jump Financial, LLC | 12,447 | $192.1K | 0.00% | −1,762−12.4% | Reduced |
| Princeton Capital Management LLC | 12,485 | $192.6K | 0.07% | −524−4.0% | Reduced |
| Calton & Associates, Inc. | 12,535 | $193.4K | 0.04% | +12,535 | New |
| Atomi Financial Group, Inc. | 12,611 | $194.6K | 0.01% | −1,581−11.1% | Reduced |
| Canandaigua National Trust Co of Florida | 12,649 | $195.2K | 0.17% | −6,163−32.8% | Reduced |
| Wulff, Hansen & Co. | 12,666 | $195.4K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 12,680 | $195.7K | 0.00% | +652+5.4% | Added |
| Aptus Capital Advisors, LLC | 12,687 | $195.8K | 0.00% | −660−4.9% | Reduced |
| Sunflower Bank, N.A. | 12,834 | $198.0K | 0.06% | +796+6.6% | Added |
| Burke & Herbert Bank & Trust Co | 12,841 | $198.1K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,906 | $199.0K | 0.04% | −230−1.8% | Reduced |
| Kathmere Capital Management, LLC | 12,918 | $199.3K | 0.02% | −12,565−49.3% | Reduced |
| Smith Shellnut Wilson LLC | 12,924 | $199.4K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 13,114 | $202.3K | 0.02% | +66+0.5% | Added |
| Nixon Peabody Trust Co | 13,258 | $204.6K | 0.02% | +166+1.3% | Added |
| First National Bank & Trust Co of Newtown | 13,290 | $205.1K | 0.04% | −1,800−11.9% | Reduced |
| Simon Quick Advisors, LLC | 13,389 | $206.6K | 0.01% | +13,389 | New |
| Clearstead Advisors, LLC | 13,429 | $207.2K | 0.00% | +2,814+26.5% | Added |
| True Link Financial Advisors, LLC | 13,452 | $207.6K | 0.02% | −94−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 13,483 | $208.0K | 0.01% | +8,093+150.1% | Added |
| Van Hulzen Asset Management, LLC | 13,511 | $208.5K | 0.02% | −17,450−56.4% | Reduced |
| GatePass Capital, LLC | 13,650 | $210.6K | 0.16% | +13,650 | New |
| Independent Advisor Alliance | 13,659 | $210.8K | 0.01% | −1,374−9.1% | Reduced |
| Turning Point Benefit Group, Inc. | 15,860 | $211.4K | 0.20% | +66+0.4% | Added |
| Lindbrook Capital, LLC | 13,831 | $213.4K | 0.02% | +4,121+42.4% | Added |
| Kingsview Wealth Management, LLC | 13,838 | $213.5K | 0.00% | +13,838 | New |
| Clarius Group, LLC | 13,887 | $214.3K | 0.01% | −11−0.1% | Reduced |
| RHS Financial, LLC | 13,986 | $215.8K | 0.12% | −1,001−6.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,990 | $217.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,108 | $217.7K | 0.00% | +2,466+21.2% | Added |
| Sound Income Strategies, LLC | 14,136 | $218.1K | 0.01% | +1,085+8.3% | Added |
| Baird Financial Group, Inc. | 14,194 | $219.0K | 0.00% | −5,410−27.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14,133 | $219.9K | 0.00% | −510−3.5% | Reduced |
| Aspen Capital Management, LLC | 14,481 | $223.4K | 0.07% | +14,481 | New |
| Dark Forest Capital Management LP | 14,504 | $223.8K | 0.01% | −20,852−59.0% | Reduced |
| Zacks Investment Management | 14,534 | $224.3K | 0.00% | −2,677−15.6% | Reduced |
| Citizens Financial Group Inc | 14,674 | $226.4K | 0.00% | −478−3.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,696 | $228.4K | 0.07% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 14,853 | $229.2K | 0.01% | +14,853 | New |
| Humankind Investments LLC | 14,916 | $230.2K | 0.06% | +11+0.1% | Added |
| Scotia Capital Inc. | 14,919 | $230.2K | 0.00% | +14,919 | New |
| WBH Advisory Inc | 14,937 | $230.5K | 0.02% | +14,937 | New |
| Warren Averett Asset Management, LLC | 14,941 | $230.5K | 0.00% | +1,772+13.5% | Added |
| Trust Asset Management LLC | 14,951 | $230.7K | 0.02% | +55+0.4% | Added |
| Tiaa Trust, National Association | 14,977 | $231.1K | 0.00% | −446−2.9% | Reduced |