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 1,170 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,611
shares
|
$262,308
0.01% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
12,535
shares
|
$260,728
0.05% of portfolio
|
Q1 2025
Added 1138.64%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
12,485
shares
|
$259,688
0.07% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,447
shares
|
$258,897
0.0% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Apr 30, 2025 Q1 2025 |
12,398
shares
|
$257,878
0.19% of portfolio
|
Q4 2024
Added 401.96%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
12,387
shares
|
$257,649
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,335
shares
|
$256,568
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
12,301
shares
|
$255,860
0.02% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,237
shares
|
$254,529
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
12,200
shares
|
$253,760
0.0% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,162
shares
|
$252,969
0.01% of portfolio
|
Q4 2024
Added 32.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
12,121
shares
|
$252,116
0.03% of portfolio
|
Q4 2021
Added 3.41%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,038
shares
|
$250,390
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,975
shares
|
$249,080
0.0% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
11,852
shares
|
$246,521
0.01% of portfolio
|
Q2 2021
Added 76.27%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
11,776
shares
|
$244,940
0.01% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,684
shares
|
$243,027
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
11,683
shares
|
$243,006
0.16% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
11,600
shares
|
$241,280
0.0% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
11,597
shares
|
$241,217
0.0% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,548
shares
|
$240,198
0.01% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,548
shares
|
$240,198
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
11,541
shares
|
$240,052
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,514
shares
|
$239,491
0.01% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,480
shares
|
$238,784
0.01% of portfolio
|
Q1 2025
Added 361.04%
|