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 1,193 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
13,048
shares
|
$275,834
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
13,009
shares
|
$275,010
0.09% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$274,820
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,951
shares
|
$273,784
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
12,924
shares
|
$273,213
0.12% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
12,858
shares
|
$271,818
0.01% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
12,841
shares
|
$271,458
0.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,705
shares
|
$268,583
0.05% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
12,666
shares
|
$267,759
0.27% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,646
shares
|
$267,336
0.01% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,634
shares
|
$267,082
0.0% of portfolio
|
Q4 2024
Reduced 91.31%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,547
shares
|
$265,243
0.04% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,507
shares
|
$264,397
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
12,500
shares
|
$264,250
0.1% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
12,407
shares
|
$262,283
0.04% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,369
shares
|
$261,480
0.04% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
12,363
shares
|
$261,353
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
12,324
shares
|
$260,529
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
12,299
shares
|
$260,000
0.02% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,294
shares
|
$259,895
0.01% of portfolio
|
Q4 2024
Added 52.44%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,237
shares
|
$258,690
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,162
shares
|
$257,104
0.01% of portfolio
|
Q4 2024
Added 32.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
12,121
shares
|
$256,237
0.03% of portfolio
|
Q4 2021
Added 3.41%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
12,038
shares
|
$254,483
0.07% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,028
shares
|
$254,271
0.01% of portfolio
|
Q4 2024
Added 13.9%
|