Institutional Ownership Hewlett Packard Enterprise CO (HPE)
This table provides information about the institutional ownership of Hewlett Packard Enterprise CO (HPE). We have compiled data on the 1,126 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
24,250
shares
|
$510,947
0.19% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
23,979
shares
|
$505,237
0.02% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
23,860
shares
|
$502,730
0.01% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,802
shares
|
$501,508
0.05% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
23,751
shares
|
$500,433
0.01% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
23,660
shares
|
$498,516
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
23,583
shares
|
$496,893
0.11% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,457
shares
|
$494,238
0.06% of portfolio
|
Q3 2024
Added 982.46%
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Nov 14, 2024 Q3 2024 |
23,200
shares
|
$488,824
1.78% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
23,124
shares
|
$487,222
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
22,991
shares
|
$484,420
0.52% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22,942
shares
|
$483,387
0.02% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
22,831
shares
|
$481,049
0.04% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
22,582
shares
|
$475,802
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
22,494
shares
|
$473,948
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,388
shares
|
$471,715
0.02% of portfolio
|
Q2 2022
Added 18.98%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
22,350
shares
|
$470,914
0.05% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
22,250
shares
|
$468,807
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,249
shares
|
$468,786
0.01% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,110
shares
|
$465,857
0.01% of portfolio
|
Q3 2024
Reduced 86.64%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
22,000
shares
|
$463,540
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
21,627
shares
|
$455,680
0.01% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
21,493
shares
|
$452,857
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
21,481
shares
|
$452,604
0.01% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
21,471
shares
|
$452,393
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|