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, 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
- −39 vs. Q4 2024
- Shares held
- 1.16B
- +91.3M (+8.6%) vs. Q4 2024
- Total value
- $17.9B
- −$4.92B (−21.6%) vs. Q4 2024
- New holders
- 113
- 376 more added
- Sold out
- 152
- 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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 29,055 | $448.0K | 0.02% | +13,813+90.6% | Added |
| Reuter James Wealth Management, LLC | 28,666 | $442.3K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 28,550 | $440.5K | 0.01% | +2,862+11.1% | Added |
| Parallel Advisors, LLC | 28,533 | $440.4K | 0.01% | −3,778−11.7% | Reduced |
| SOL Capital Management CO | 28,392 | $438.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 28,074 | $433.2K | 0.00% | −2,627−8.6% | Reduced |
| Independent Financial Group, LLC | 28,068 | $433.1K | 0.01% | +7,804+38.5% | Added |
| Northwestern Mutual Wealth Management Co | 27,905 | $430.6K | 0.00% | +1,333+5.0% | Added |
| Sage Advisors, LLC | 27,777 | $428.6K | 0.30% | +52+0.2% | Added |
| Investors Asset Management of Georgia Inc | 27,754 | $428.2K | 0.22% | −590−2.1% | Reduced |
| KLCM Advisors, Inc. | 27,242 | $420.3K | 0.05% | +1,000+3.8% | Added |
| Polymer Capital Management (US) LLC | 26,877 | $414.7K | 0.13% | +26,877 | New |
| Apollon Wealth Management, LLC | 26,814 | $413.7K | 0.01% | −3,382−11.2% | Reduced |
| Abacus Planning Group, Inc. | 26,780 | $413.2K | 0.07% | −385−1.4% | Reduced |
| Veracity Capital LLC | 26,724 | $412.4K | 0.16% | +779+3.0% | Added |
| CFC Planning Co LLC | 26,693 | $411.9K | 0.45% | +5,168+24.0% | Added |
| Mirova | 26,459 | $408.3K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 26,395 | $407.3K | 0.02% | +14,779+127.2% | Added |
| Sanders Morris Harris LLC | 26,000 | $406.6K | 0.06% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 26,200 | $404.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26,187 | $404.1K | 0.01% | +11,245+75.3% | Added |
| E Fund Management Co., Ltd. | 26,144 | $403.4K | 0.02% | 00.0% | Unchanged |
| Ossiam | 26,118 | $403.0K | 0.01% | +17,874+216.8% | Added |
| Jones Financial Companies LLLP | 25,283 | $399.2K | 0.00% | +14,230+128.7% | Added |
| Wright Investors Service Inc | 25,746 | $397.3K | 0.13% | +25,746 | New |
| Milestone Asset Management, LLC | 25,743 | $397.2K | 0.08% | −66,626−72.1% | Reduced |
| Integrated Quantitative Investments LLC | 25,600 | $395.0K | 0.19% | +11,400+80.3% | Added |
| Grassi Investment Management | 25,600 | $395.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 25,596 | $395.0K | 0.02% | −5,842−18.6% | Reduced |
| 44 Wealth Management LLC | 25,586 | $394.8K | 0.15% | −322−1.2% | Reduced |
| Quartz Partners, LLC | 25,434 | $392.4K | 0.24% | −7,044−21.7% | Reduced |
| City Center Advisors, LLC | 25,107 | $387.4K | 0.45% | +4,696+23.0% | Added |
| Oxford Asset Management LLP | 24,987 | $385.5K | 0.18% | +8,043+47.5% | Added |
| Qtron Investments LLC | 24,752 | $381.9K | 0.06% | +7,935+47.2% | Added |
| Marex Group plc | 24,468 | $377.5K | 0.01% | +24,468 | New |
| Pines Wealth Management, LLC | 30,041 | $375.8K | 0.17% | +3,766+14.3% | Added |
| Montgomery Investment Management Inc | 24,250 | $374.2K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 23,979 | $369.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,860 | $368.2K | 0.01% | −33,414−58.3% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 23,802 | $367.3K | 0.04% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 23,421 | $364.4K | 0.18% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 23,607 | $364.3K | 0.07% | +199+0.9% | Added |
| Ascent Group, LLC | 23,501 | $362.6K | 0.02% | −3,233−12.1% | Reduced |
| MUFG Securities Americas Inc. | 23,249 | $358.7K | 0.04% | +4,079+21.3% | Added |
| Arkadios Wealth Advisors | 22,964 | $354.3K | 0.01% | +22,964 | New |
| Greenleaf Trust | 22,789 | $351.6K | 0.00% | −3,468−13.2% | Reduced |
| SBI Securities Co., Ltd. | 22,758 | $351.2K | 0.01% | +1,192+5.5% | Added |
| Bryn Mawr Trust Co | 22,597 | $348.7K | 0.01% | −2,232−9.0% | Reduced |
| Brown Advisory Inc | 22,597 | $348.7K | 0.00% | +211+0.9% | Added |
| ZRC Wealth Management, LLC | 22,494 | $347.1K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 22,493 | $347.1K | 0.01% | −1,146−4.8% | Reduced |
| Carret Asset Management, LLC | 22,350 | $344.9K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 22,327 | $344.5K | 0.10% | −658−2.9% | Reduced |
| Wealth Advisors Northwest LLC | 22,217 | $342.8K | 0.22% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 22,108 | $341.1K | 0.07% | −1,609−6.8% | Reduced |
| Signaturefd, LLC | 21,882 | $337.6K | 0.01% | −6,103−21.8% | Reduced |
| Profund Advisors LLC | 21,789 | $336.2K | 0.01% | −1,245−5.4% | Reduced |
| Coldstream Capital Management Inc | 21,748 | $335.6K | 0.01% | −2,325−9.7% | Reduced |
| Mma Asset Management LLC | 21,689 | $334.7K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,453 | $333.9K | 0.01% | −773−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 21,537 | $332.3K | 0.00% | −3,451−13.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 21,027 | $324.4K | 0.01% | +6,661+46.4% | Added |
| Meeder Advisory Services, Inc. | 20,945 | $323.2K | 0.02% | +3,123+17.5% | Added |
| Neville Rodie & Shaw Inc | 20,776 | $321.0K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 20,733 | $319.9K | 0.17% | +20,733 | New |
| Silvercrest Asset Management Group LLC | 20,687 | $319.2K | 0.00% | −495−2.3% | Reduced |
| Brighton Jones LLC | 20,648 | $318.6K | 0.01% | +20,648 | New |
| Moloney Securities Asset Management, LLC | 20,591 | $317.7K | 0.04% | −9,500−31.6% | Reduced |
| Bridgewater Associates, LP | 20,565 | $317.3K | 0.00% | +9,056+78.7% | Added |
| Prime Capital Investment Advisors, LLC | 20,528 | $316.8K | 0.00% | +3,279+19.0% | Added |
| Checchi Capital Advisers, LLC | 20,377 | $314.4K | 0.02% | −363−1.8% | Reduced |
| SPC Financial, Inc. | 20,291 | $313.1K | 0.03% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 20,200 | $311.7K | 0.07% | +20,200 | New |
| Centaurus Financial, Inc. | 20,092 | $310.0K | 0.02% | +4,701+30.5% | Added |
| Ellevest, Inc. | 20,070 | $309.7K | 0.02% | +797+4.1% | Added |
| Cidel Asset Management Inc | 20,059 | $309.5K | 0.02% | −1,406−6.6% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $308.6K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 20,000 | $308.6K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 21,649 | $306.1K | 0.32% | −617−2.8% | Reduced |
| Tocqueville Asset Management L.P. | 19,739 | $304.6K | 0.00% | +2,623+15.3% | Added |
| Rathbone Brothers plc | 19,717 | $304.2K | 0.00% | −500−2.5% | Reduced |
| Two Sigma Investments, LP | 19,600 | $302.4K | 0.00% | −64,800−76.8% | Reduced |
| Sowell Financial Services LLC | 19,521 | $301.2K | 0.01% | +19,521 | New |
| Skopos Labs, Inc. | 19,478 | $300.5K | 0.06% | +1,323+7.3% | Added |
| MBB Public Markets I LLC | 19,399 | $299.3K | 0.03% | +19,399 | New |
| Brookstone Capital Management | 19,304 | $297.9K | 0.00% | −110−0.6% | Reduced |
| TCW Group Inc | 19,280 | $297.5K | 0.00% | +1,049+5.8% | Added |
| VestGen Advisors, LLC | 19,222 | $296.6K | 0.01% | +19,222 | New |
| Wendell David Associates Inc | 19,200 | $296.0K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 19,005 | $293.2K | 0.13% | +1,635+9.4% | Added |
| Clear Street Markets LLC | 19,000 | $293.2K | 0.20% | +6,500+52.0% | Added |
| Boston Private Wealth LLC | 18,794 | $290.0K | 0.01% | −6,304−25.1% | Reduced |
| IMS Capital Management | 18,714 | $288.8K | 0.15% | +18,714 | New |
| William B. Walkup & Associates, Inc. | 18,695 | $288.5K | 0.18% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 18,463 | $284.9K | 0.11% | +2,222+13.7% | Added |
| Whittier Trust Co | 18,377 | $283.6K | 0.00% | −3,385−15.6% | Reduced |
| Chesley Taft & Associates LLC | 18,272 | $281.9K | 0.01% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 18,250 | $281.6K | 0.21% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 18,145 | $280.0K | 0.01% | −1,894−9.5% | Reduced |
| GAMMA Investing LLC | 17,760 | $274.0K | 0.02% | +2,239+14.4% | Added |