| 0.15% |
| 4 | STATE STREET CORP | 68.1M | $3.08B | +0.5% | 5.142% | 0.05% |
| 5 | Capital World Investors | 59.6M | $2.69B | +1.6% | 4.501% | 0.32% |
| 6 | BANK OF AMERICA CORP /DE/ | 39.5M | $1.78B | -46.7% | 2.983% | 0.11% |
| 7 | JPMORGAN CHASE & CO | 40.1M | $1.78B | -26.6% | 3.025% | 0.10% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 36.6M | $1.65B | +1.9% | 2.765% | 0.09% |
| 9 | Elliott Investment Management L.P. | 32.3M | $1.46B | +17.7% | 2.437% | 6.42% |
| 10 | GOLDMAN SACHS GROUP INC | 26.6M | $1.20B | +34.8% | 2.011% | 0.10% |
| 11 | MORGAN STANLEY | 23.9M | $1.08B | +17.5% | 1.806% | 0.06% |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 22.8M | $1.03B | -19.6% | 1.719% | 3.11% |
| 13 | AMERIPRISE FINANCIAL INC | 21.0M | $948.4M | -9.9% | 1.588% | 0.19% |
| 14 | PRIMECAP MANAGEMENT CO/CA/ | 17.1M | $773.2M | -0.5% | 1.294% | 0.46% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 16.5M | $745.7M | -7.7% | 1.248% | 0.14% |
| 16 | JANE STREET GROUP, LLC | 14.7M | $665.3M | +220.4% | 1.114% | 0.06% |
| 17 | NORTHERN TRUST CORP | 14.4M | $647.3M | -6.1% | 1.084% | 0.08% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.8M | $624.7M | +179.3% | 1.046% | 0.05% |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 13.1M | $590.4M | +6.1% | 0.988% | 0.11% |
| 20 | CITADEL ADVISORS LLC | 12.7M | $571.9M | +47.0% | 0.957% | 0.03% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 12.9M | $566.9M | -8.9% | 0.972% | 0.20% |
| 22 | Legal & General Group Plc | 11.4M | $512.7M | -0.5% | 0.858% | 0.11% |
| 23 | UBS Group AG | 10.7M | $483.2M | -17.8% | 0.809% | 0.06% |
| 24 | Invesco Ltd. | 10.4M | $469.3M | -37.1% | 0.786% | 0.04% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.3M | $463.0M | -2.4% | 0.775% | 0.06% |
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.
| 88.66% |
| +5.55 pp |
| $17.39B |
| 22% |
| Q4 2024 | 1,036 | +7.1% | 83.11% | +0.33 pp | $22.19B | +5.0% |
| Q3 2024 | 967 | — | 82.78% | — | $21.12B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
376 institutions opened new positions in HPE during Q2 2026, while 72 fully exited. 956 added to existing positions and 65 trimmed.
HPE institutional ownership fell by 0.80 percentage points quarter-over-quarter, with a net change of +335 holders.
The top 10 institutions account for 50.6% of all reported 13F value in HPE, and the top 25 account for 69.7%.
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.
Hewlett Packard Enterprise Company (HPE) Institutional Ownership