Hawaiian Electric Industries Inc
HE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000354707
No open-market purchases or sales by Hawaiian Electric Industries Inc insiders were filed in the last 90 days; 337 institutions reported holding it in 13F filings for Q2 2026, worth $1.93B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Hawaiian Electric Industries Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 325
- −10 vs. Q2 2022
- Shares held
- 58.6M
- +303.8K (+0.5%) vs. Q2 2022
- Total value
- $2.04B
- −$352.1M (−14.8%) vs. Q2 2022
- New holders
- 32
- 111 more added
- Sold out
- 42
- 110 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 337 | $1.93B |
| Q1 2026 | 342 | $2.05B |
| Q4 2025 | 322 | $1.71B |
| Q3 2025 | 294 | $1.38B |
| Q2 2025 | 276 | $1.37B |
| Q1 2025 | 289 | $1.46B |
| Q4 2024 | 290 | $1.21B |
| Q3 2024 | 291 | $1.15B |
| Q2 2024 | 278 | $642.5M |
| Q1 2024 | 295 | $723.8M |
| Q4 2023 | 292 | $936.2M |
| Q3 2023 | 276 | $792.7M |
| Q2 2023 | 322 | $2.16B |
| Q1 2023 | 330 | $2.27B |
| Q4 2022 | 322 | $2.52B |
| Q3 2022 | 325 | $2.04B |
| Q2 2022 | 337 | $2.39B |
| Q1 2022 | 338 | $2.45B |
| Q4 2021 | 332 | $2.35B |
| Q3 2021 | 301 | $2.38B |
| Q2 2021 | 298 | $2.46B |
| Q1 2021 | 312 | $2.62B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 11 | $0 | 0.00% | +11 | New |
| Lazard Asset Management LLC | 51 | $1.00K | 0.00% | −749−93.6% | Reduced |
| Private Trust Co NA | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $1.00K | 0.00% | −12−28.6% | Reduced |
| Massmutual Trust Co FSB | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $1.00K | 0.00% | +16+114.3% | Added |
| Lindbrook Capital, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $1.00K | 0.00% | +1+5.9% | Added |
| Schubert & Co | 21 | $1.00K | 0.00% | −5−19.2% | Reduced |
| Loomis Sayles & Co L P | 41 | $1.00K | 0.00% | +41 | New |
| Dark Forest Capital Management LP | 26 | $1.00K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 46 | $2.00K | 0.00% | −39−45.9% | Reduced |
| Versant Capital Management, Inc | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 49 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Bessemer Group Inc | 99 | $3.00K | 0.00% | −1−1.0% | Reduced |
| North Star Investment Management Corp. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 81 | $3.00K | 0.00% | +81 | New |
| Quadrant Capital Group LLC | 120 | $4.00K | 0.00% | −502−80.7% | Reduced |
| Parkside Financial Bank & Trust | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 143 | $5.00K | 0.00% | +143 | New |
| Strengthening Families & Communities, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $7.00K | 0.00% | −2,400−92.3% | Reduced |
| Earnest Partners LLC | 188 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $7.10K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 238 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 223 | $8.00K | 0.00% | +2+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 300 | $10.0K | 0.00% | −300−50.0% | Reduced |
| Bogart Wealth, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $10.0K | 0.00% | +1+0.4% | Added |
| Accel Wealth Management | 329 | $12.0K | 0.01% | +3+0.9% | Added |
| Hexagon Capital Partners LLC | 367 | $13.0K | 0.00% | −177−32.5% | Reduced |
| Gladius Capital Management LP | 392 | $14.0K | 0.00% | −580−59.7% | Reduced |
| Smithfield Trust Co | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $16.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 504 | $17.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 526 | $18.0K | 0.00% | +8+1.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 514 | $18.0K | 0.00% | +5+1.0% | Added |
| DT Investment Partners, LLC | 520 | $18.0K | 0.00% | +520 | New |
| Assetmark, Inc | 625 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 733 | $25.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $26.0K | 0.00% | +750 | New |
| IFP Advisors, Inc | 638 | $27.0K | 0.00% | +142+28.6% | Added |
| Geneos Wealth Management Inc. | 840 | $29.0K | 0.00% | −325−27.9% | Reduced |
| Bank of New Hampshire | 840 | $29.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 930 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 779 | $32.0K | 0.00% | +530+212.9% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $35.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,008 | $35.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,008 | $35.0K | 0.00% | +378+60.0% | Added |
| Meeder Asset Management Inc | 1,056 | $37.0K | 0.00% | +88+9.1% | Added |
| Signaturefd, LLC | 1,070 | $37.0K | 0.00% | +198+22.7% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $37.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 930 | $38.9K | 0.03% | +930 | New |
| MUFG Americas Holdings Corp | 1,138 | $39.0K | 0.00% | +1,138 | New |
| Ci Investments Inc. | 1,143 | $40.0K | 0.00% | −60−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,220 | $41.0K | 0.00% | +308+33.8% | Added |
| State of Wyoming | 1,244 | $43.0K | 0.02% | −1,128−47.6% | Reduced |
| Cedar Mountain Advisors, LLC | 1,440 | $50.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,495 | $52.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $52.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,581 | $54.8K | 0.00% | +468+42.0% | Added |
| Tortoise Investment Management, LLC | 1,587 | $55.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,589 | $55.0K | 0.04% | +1,589 | New |
| Johnson Financial Group, Inc. | 1,765 | $61.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,947 | $67.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2,400 | $83.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,665 | $92.0K | 0.00% | +225+9.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,057 | $105.0K | 0.04% | +3,057 | New |
| Gamble Jones Investment Counsel | 3,073 | $107.0K | 0.01% | +3,073 | New |
| Proequities, Inc. | 3,225 | $112.0K | 0.01% | +32+1.0% | Added |
| Covestor Ltd | 3,303 | $115.0K | 0.10% | +82+2.5% | Added |
| AdvisorNet Financial, Inc | 3,864 | $134.0K | 0.01% | −220−5.4% | Reduced |
| Harbour Investments, Inc. | 3,311 | $135.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,997 | $138.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,969 | $138.0K | 0.00% | −2−0.1% | Reduced |
| Wipfli Financial Advisors LLC, | 4,462 | $155.0K | 0.01% | +4,462 | New |
| CWM, LLC | 4,516 | $157.0K | 0.00% | +221+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,641 | $161.0K | 0.00% | +504+12.2% | Added |
| US Bancorp | 4,794 | $166.0K | 0.00% | −4,991−51.0% | Reduced |
| Shelton Capital Management | 5,793 | $201.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,800 | $201.0K | 0.00% | +300+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 5,966 | $207.0K | 0.00% | −59,325−90.9% | Reduced |
| CWM Advisors, LLC | 5,983 | $207.0K | 0.03% | +799+15.4% | Added |
| Liberty Wealth Management LLC | 6,152 | $213.0K | 0.06% | +54+0.9% | Added |
| NTV Asset Management LLC | 6,200 | $215.0K | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,237 | $216.0K | 0.00% | +6,237 | New |
| Keybank National Association | 6,353 | $220.0K | 0.00% | +31+0.5% | Added |