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, Q1 2023
Institutional positions in Hawaiian Electric Industries Inc as of Mar 31, 2023. 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
- 330
- +12 vs. Q4 2022
- Shares held
- 59.1M
- −692.3K (−1.2%) vs. Q4 2022
- Total value
- $2.27B
- −$234.2M (−9.4%) vs. Q4 2022
- New holders
- 42
- 100 more added
- Sold out
- 30
- 118 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 8,058 | $309.0K | 0.00% | +98+1.2% | Added |
| Ameritas Advisory Services, LLC | 7,797 | $303.1K | 0.02% | −6,602−45.9% | Reduced |
| Wellington Management Group LLP | 7,883 | $302.7K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,802 | $299.6K | 0.06% | −362−4.4% | Reduced |
| Moody National Bank Trust Division | 7,700 | $295.7K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 7,675 | $295.0K | 0.00% | +7,675 | New |
| Board of Trustees of The Leland Stanford Junior University | 7,680 | $294.9K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,656 | $294.0K | 0.00% | +2,383+45.2% | Added |
| D.A. Davidson & Co. | 7,609 | $291.9K | 0.00% | −46−0.6% | Reduced |
| CWM Advisors, LLC | 7,108 | $272.9K | 0.03% | +1,503+26.8% | Added |
| Intech Investment Management LLC | 7,094 | $272.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,962 | $267.3K | 0.00% | +498+7.7% | Added |
| GW Henssler & Associates Ltd | 6,872 | $263.9K | 0.02% | +86+1.3% | Added |
| Chicago Partners Investment Group LLC | 6,614 | $261.2K | 0.02% | +30.0% | Added |
| Wedge Capital Management L L P | 6,719 | $258.0K | 0.00% | −381−5.4% | Reduced |
| Chesley Taft & Associates LLC | 6,700 | $257.3K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,701 | $257.0K | 0.02% | −5,196−43.7% | Reduced |
| Ballentine Partners, LLC | 6,667 | $256.0K | 0.01% | +6,667 | New |
| Revolve Wealth Partners, LLC | 6,659 | $255.7K | 0.07% | +12+0.2% | Added |
| ProShare Advisors LLC | 6,512 | $250.1K | 0.00% | −1,372−17.4% | Reduced |
| Keybank National Association | 6,390 | $245.4K | 0.00% | +17+0.3% | Added |
| Liberty Wealth Management LLC | 6,263 | $240.5K | 0.05% | +6,263 | New |
| NTV Asset Management LLC | 6,200 | $238.1K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 6,179 | $237.3K | 0.27% | −41−0.7% | Reduced |
| Kestra Advisory Services, LLC | 6,009 | $230.7K | 0.00% | −233−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,967 | $229.1K | 0.00% | +5,967 | New |
| Caldwell Sutter Capital, Inc. | 5,900 | $226.6K | 0.17% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,858 | $224.9K | 0.20% | +2,666+83.5% | Added |
| Utah Retirement Systems | 5,800 | $222.7K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,600 | $215.0K | 0.02% | −187−3.2% | Reduced |
| GSB Wealth Management, LLC | 5,600 | $215.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,591 | $214.7K | 0.00% | +5,591 | New |
| RSM US Wealth Management LLC | 5,543 | $212.9K | 0.01% | +5,543 | New |
| Shelton Capital Management | 5,499 | $211.2K | 0.01% | −294−5.1% | Reduced |
| Advisor Partners II, LLC | 5,417 | $208.0K | 0.01% | +84+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,279 | $202.7K | 0.00% | +605+12.9% | Added |
| US Bancorp | 5,206 | $199.9K | 0.00% | +14+0.3% | Added |
| Creative Capital Management Investments LLC | 5,183 | $199.0K | 0.15% | 00.0% | Unchanged |
| CWM, LLC | 4,578 | $176.0K | 0.00% | +18+0.4% | Added |
| Allworth Financial LP | 4,361 | $167.5K | 0.00% | +277+6.8% | Added |
| Geneos Wealth Management Inc. | 4,288 | $164.7K | 0.01% | +3,448+410.5% | Added |
| Point72 Middle East FZE | 4,092 | $157.1K | 0.01% | −3,806−48.2% | Reduced |
| Whittier Trust Co | 3,997 | $153.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,879 | $148.9K | 0.01% | −5−0.1% | Reduced |
| Dark Forest Capital Management LP | 3,843 | $147.6K | 0.04% | +3,843 | New |
| Harbour Investments, Inc. | 3,474 | $133.4K | 0.01% | +200+6.1% | Added |
| Buck Wealth Strategies, LLC | 3,466 | $133.1K | 0.06% | +3,466 | New |
| Proequities, Inc. | 3,230 | $124.0K | 0.01% | +2+0.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,057 | $117.0K | 0.04% | +3,057 | New |
| Covestor Ltd | 2,898 | $111.0K | 0.10% | −1,326−31.4% | Reduced |
| Westside Investment Management, Inc. | 2,665 | $102.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,527 | $97.0K | 0.00% | −271−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,321 | $97.0K | 0.00% | +839+56.6% | Added |
| Advisory Services Network, LLC | 2,449 | $94.1K | 0.00% | +12+0.5% | Added |
| TFC Financial Management | 2,420 | $92.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,276 | $87.5K | 0.00% | +2,000+724.6% | Added |
| Colonial Trust Advisors | 2,000 | $76.8K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,947 | $74.8K | 0.00% | +1,947 | New |
| Signaturefd, LLC | 1,914 | $73.5K | 0.00% | +194+11.3% | Added |
| Johnson Financial Group, Inc. | 1,765 | $67.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,692 | $65.0K | 0.01% | −491−22.5% | Reduced |
| Acadian Asset Management LLC | 1,672 | $64.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,592 | $61.1K | 0.05% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 1,500 | $57.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,440 | $55.3K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,240 | $47.6K | 0.01% | +1,240 | New |
| Ci Investments Inc. | 1,114 | $43.0K | 0.00% | +88+8.6% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $41.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,008 | $38.7K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $38.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $35.9K | 0.01% | −115−11.0% | Reduced |
| Barrett & Company, Inc. | 930 | $35.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 930 | $35.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 770 | $29.6K | 0.01% | −70−8.3% | Reduced |
| Washington Trust Co | 750 | $28.8K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 746 | $28.6K | 0.00% | −749−50.1% | Reduced |
| Trust Co of Vermont | 733 | $28.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 675 | $25.9K | 0.00% | +420+164.7% | Added |
| Assetmark, Inc | 625 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 532 | $21.0K | 0.00% | +1+0.2% | Added |
| Fifth Third Bancorp | 533 | $20.5K | 0.00% | −9,693−94.8% | Reduced |
| DT Investment Partners, LLC | 520 | $20.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 523 | $20.1K | 0.00% | +5+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 504 | $19.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 456 | $18.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $17.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 460 | $17.7K | 0.00% | +119+34.9% | Added |
| Webster Bank, N. A. | 426 | $16.4K | 0.00% | +426 | New |
| Optimum Investment Advisors | 400 | $15.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 360 | $13.8K | 0.00% | −115−24.2% | Reduced |
| Accel Wealth Management | 335 | $12.9K | 0.01% | +3+0.9% | Added |
| Capital Advisors, Ltd. LLC | 319 | $12.0K | 0.00% | −564−63.9% | Reduced |
| Gladius Capital Management LP | 304 | $11.7K | 0.00% | −108−26.2% | Reduced |
| Bogart Wealth, LLC | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 300 | $11.5K | 0.01% | +300 | New |
| HHM Wealth Advisors, LLC | 300 | $11.5K | 0.00% | +300 | New |