Who owns HPE (HPE)
Which tracked institutional funds hold HPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HPE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
225 tracked funds added or opened HPE while 222 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HPE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HPE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HPE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1134 tracked filers holding HPE, 585 increased or opened the position and 492 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HPE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 51
- VANGUARD CAPITAL MANAGEMENT LLC$2.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
- VANGUARD FIDUCIARY TRUST CO$178M
- Vanguard Global Advisers, LLC$72M
- VANGUARD ASSET MANAGEMENT, Ltd$63M
- Wolf Hill Capital Management, LP$38M
Full exits 57
- VANGUARD GROUP INC$4.1B
- TWO SIGMA ADVISERS, LP$119M
- WORLDQUANT MILLENNIUM ADVISORS LLC$87M
- Capitolis Liquid Global Markets LLC$86M
- Holocene Advisors, LP$63M
- Whale Rock Capital Management LLC$46M
Largest adds
- Capital World Investors$495M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$241M
- Elliott Investment Management L.P.$205M
- AQR CAPITAL MANAGEMENT LLC$185M
- TWO SIGMA INVESTMENTS, LP$137M
- GOLDMAN SACHS GROUP INC$102M
Largest trims
- BlackRock, Inc.$554M
- CITADEL ADVISORS LLC$253M
- SCHRODER INVESTMENT MANAGEMENT GROUP$202M
- Amundi$175M
- NORDEA INVESTMENT MANAGEMENT AB$166M
- Shaolin Capital Management LLC$154M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 124,598,853 | $3.0B | 11.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 86,349,595 | $2.1B | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 73,781,670 | $1.8B | 6.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 67,719,913 | $1.6B | 6.0% | 2026-Q1 |
| Capital World Investors added | 58,667,233 | $1.4B | 5.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 35,914,670 | $852M | 3.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 28,333,485 | $675M | 2.5% | 2026-Q1 |
| Elliott Investment Management L.P. added | 27,421,735 | $653M | 2.4% | 2026-Q1 |
| Slate Path Capital LP trimmed | 23,254,842 | $554M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 20,358,412 | $485M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 17,902,711 | $426M | 1.6% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 17,229,080 | $410M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 17,081,698 | $407M | 1.5% | 2026-Q1 |
| Invesco Ltd. added | 16,079,646 | $383M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 15,279,805 | $364M | 1.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,120,005 | $327M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 12,331,802 | $294M | 1.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 11,821,086 | $281M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 11,749,340 | $280M | 1.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 11,422,541 | $272M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 10,514,571 | $250M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 10,148,899 | $242M | 0.9% | 2026-Q1 |
| Aequim Alternative Investments LP added | 3,500,000 | $226M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 7,479,761 | $178M | 0.7% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 7,426,168 | $177M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,280,122 | $173M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 6,896,906 | $164M | 0.6% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 5,458,404 | $130M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 5,397,991 | $129M | 0.5% | 2026-Q1 |
| FMR LLC added | 4,424,509 | $105M | 0.4% | 2026-Q1 |
| Retirement Systems of Alabama added | 4,283,127 | $102M | 0.4% | 2026-Q1 |
| Amundi trimmed | 4,270,091 | $102M | 0.4% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 4,248,900 | $101M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 4,111,493 | $98M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 4,096,736 | $98M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,957,497 | $94M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 3,916,500 | $93M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,430,000 | $93M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,894,725 | $93M | 0.3% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 1,392,504 | $90M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 3,664,449 | $87M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 5,621,190 | $87M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,342,041 | $87M | 0.3% | 2026-Q1 |
| Analog Century Management LP added | 3,635,167 | $87M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,337,685 | $86M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,584,342 | $85M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,267,971 | $78M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,066,586 | $73M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,044,554 | $72M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,990,287 | $71M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,760,900 | $66M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,665,918 | $63M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,636,101 | $63M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,545,986 | $61M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 2,532,364 | $60M | 0.2% | 2026-Q1 |
| Perpetual Ltd added | 2,434,827 | $58M | 0.2% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. added | 875,000 | $56M | 0.2% | 2026-Q1 |
| DigitalBridge Group, Inc. added | 2,366,763 | $56M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 2,303,292 | $55M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 831,641 | $54M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 808,511 | $52M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,147,730 | $51M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,102,387 | $50M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,044,265 | $49M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,018,680 | $48M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 2,012,080 | $48M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,917,760 | $46M | 0.2% | 2026-Q1 |
| AMF Tjanstepension AB added | 1,765,888 | $42M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,712,631 | $41M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,687,695 | $41M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,698,597 | $40M | 0.1% | 2026-Q1 |
| Defiance ETFs, LLC added | 1,670,014 | $40M | 0.1% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 1,659,398 | $40M | 0.1% | 2026-Q1 |
| MACKAY SHIELDS LLC added | 601,856 | $39M | 0.1% | 2026-Q1 |
| Wolf Hill Capital Management, LP new | 1,614,484 | $38M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 1,583,650 | $38M | 0.1% | 2026-Q1 |
| TPG GP A, LLC new | 575,000 | $37M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 1,536,061 | $37M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,522,528 | $36M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,492,010 | $36M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 1,476,822 | $35M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 172,336,096 | $4.1B | 15.3% | 2025-Q4 stale |
| Jericho Capital Asset Management L.P. new | 16,974,768 | $417M | 1.5% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 4,958,800 | $119M | 0.4% | 2025-Q4 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 3,632,514 | $87M | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,551,715 | $87M | 0.3% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC new | 3,563,000 | $86M | 0.3% | 2025-Q4 stale |
| MIZUHO MARKETS AMERICAS LLC added | 5,152,495 | $80M | 0.3% | 2025-Q1 stale |
| Ceredex Value Advisors LLC added | 2,714,319 | $67M | 0.2% | 2025-Q3 stale |
| Holocene Advisors, LP trimmed | 2,604,000 | $63M | 0.2% | 2025-Q4 stale |
| Nishkama Capital, LLC added | 2,231,092 | $55M | 0.2% | 2025-Q3 stale |
| Twin Tree Management, LP added | 2,272,508 | $46M | 0.2% | 2025-Q2 stale |
| Whale Rock Capital Management LLC | 1,908,017 | $46M | 0.2% | 2025-Q4 stale |
| AXA S.A. added | 2,107,460 | $43M | 0.2% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 1,682,801 | $41M | 0.2% | 2025-Q3 stale |
| Newbrook Capital Advisors LP new | 1,635,074 | $40M | 0.1% | 2025-Q3 stale |
| ANGELO GORDON & CO., L.P. | 575,000 | $38M | 0.1% | 2025-Q4 stale |
| Boston Partners trimmed | 1,507,220 | $37M | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC added | 1,500,391 | $36M | 0.1% | 2025-Q4 stale |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 525,000 | $35M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.