Hewlett Packard Enterprise Company (HPE) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-2.14 pp), while top 10 holders maintain a highly concentrated 54.9% of value.
Institutional Ownership42.1%$26.9B total value · ▼ 2.14 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score39 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow1,083 holders+7 net flow (+153 / -146)
AI Insights & Key Takeaways
- Positive Institutional Flow (+7)
- Two Sigma Investments, Lp maintains a significant position
- Top 10 holders control 54.9% of institutional value
- No Insider Signal
Top Institutional Holders of HPE
Ranked by reported Q1 2026 13F market value
Top 10 Holders
54.9%
Top 25 Holders
74.6%
Share of total reported institutional value in HPE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 143.9M | $3.43B | -1.3% | 10.865% | 0.06% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 86.3M | $2.06B | — | 6.521% | 0.05% |
| 3 | BANK OF AMERICA CORP /DE/ | 74.1M | $1.76B | +2.6% | 5.596% | 0.13% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 73.8M | $1.76B | — | 5.572% | 0.09% |
| 5 | STATE STREET CORP | 67.7M | $1.62B | -3.5% | 5.114% | 0.06% |
| 6 | Capital World Investors | 58.7M | $1.40B | +56.3% | 4.430% | 0.19% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 35.9M | $851.9M | +3.0% | 2.712% | 0.05% |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 28.3M | $674.6M | +57.0% | 2.140% | 2.21% |
| 9 | Elliott Investment Management L.P. | 27.4M | $652.9M | +47.2% | 2.071% | 4.10% |
| 10 | AMERIPRISE FINANCIAL INC | 23.3M | $555.4M | -2.2% | 1.761% | 0.13% |
| 11 | Slate Path Capital LP | 23.3M | $553.7M | -4.7% | 1.756% | 8.22% |
| 12 | MORGAN STANLEY | 20.4M | $484.7M | -10.3% | 1.537% | 0.03% |
| 13 | GOLDMAN SACHS GROUP INC | 19.8M | $470.4M | +42.2% | 1.492% | 0.05% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 17.9M | $426.1M | +0.1% | 1.352% | 0.09% |
| 15 | PRIMECAP MANAGEMENT CO/CA/ | 17.2M | $410.2M | -10.3% | 1.301% | 0.32% |
| 16 | Invesco Ltd. | 16.5M | $394.0M | +18.3% | 1.250% | 0.06% |
| 17 | NORTHERN TRUST CORP | 15.3M | $363.8M | +0.4% | 1.154% | 0.05% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 14.1M | $327.2M | +139.4% | 1.067% | 0.15% |
| 19 | UBS Group AG | 13.0M | $310.1M | -31.1% | 0.984% | 0.05% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 12.3M | $293.6M | -6.5% | 0.931% | 0.06% |
| 21 | Legal & General Group Plc | 11.4M | $272.0M | -6.8% | 0.863% | 0.06% |
| 22 | TWO SIGMA INVESTMENTS, LP | 10.7M | $254.0M | +32.6% | 0.806% | 0.21% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.5M | $250.4M | +3.0% | 0.794% | 0.04% |
| 24 | RAYMOND JAMES FINANCIAL INC | 10.3M | $241.8M | +3.3% | 0.780% | 0.07% |
| 25 | DEUTSCHE BANK AG\ | 10.1M | $241.6M | +27.9% | 0.766% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HPE — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in HPE during Q1 2026, grouped by how each filer changed its position.
- BlackRock, Inc.$3.43B
- STATE STREET CORP$1.62B
- AMERIPRISE FINANCIAL INC$555.4M
- Slate Path Capital LP$553.7M
- MORGAN STANLEY$484.7M
- DIMENSIONAL FUND ADVISORS LP$426.1M
- PRIMECAP MANAGEMENT CO/CA/$410.2M
- NORTHERN TRUST CORP$363.8M
- UBS Group AG$310.1M
- UBS ASSET MANAGEMENT AMERICAS INC$293.6M
- Legal & General Group Plc$272.0M
- Nuveen, LLC$215.6M
HPE Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,083 | +0.7% | 42.12% | 2.14 pp | $26.87B | 4.8% |
| Q4 2025 | 1,076 | +1.5% | 44.26% | +0.37 pp | $28.23B | +0.8% |
| Q3 2025 | 1,060 | +6.0% | 43.89% | +6.88 pp | $28.00B | +19% |
| Q2 2025 | 1,000 | +1.0% | 37.01% | +9.75 pp | $23.61B | +36% |
| Q1 2025 | 990 | 4.4% | 27.26% | 7.53 pp | $17.39B | 22% |
| Q4 2024 | 1,036 | +7.1% | 34.79% | +1.68 pp | $22.19B | +5.0% |
| Q3 2024 | 967 | +3.1% | 33.11% | 2.25 pp | $21.12B | 6.3% |
| Q2 2024 | 938 | — | 35.36% | — | $22.55B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
HPE — Frequently Asked Questions
Quick answers to the most common questions about buying HPE stock.
What percentage of HPE is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Hewlett Packard Enterprise Company stands at 42.1%, held across 1,083 reporting institutions.
Who is the largest institutional holder of HPE?
BlackRock, Inc. is the largest reported institutional holder of HPE, with approximately 143,871,063 shares worth $3.43B as of Q1 2026.
Is HPE a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HPE, including TWO SIGMA INVESTMENTS, LP.
What is HPE's Smart Money Score?
Our composite Smart Money Score for HPE is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought HPE this quarter?
153 institutions opened new positions in HPE during Q1 2026, while 146 fully exited. 375 added to existing positions and 540 trimmed.
How is institutional ownership of HPE changing?
HPE institutional ownership fell by 2.14 percentage points quarter-over-quarter, with a net change of +7 holders.
How concentrated is HPE ownership among the top holders?
The top 10 institutions account for 54.9% of all reported 13F value in HPE, and the top 25 account for 74.6%.
Where does this HPE institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.