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 2023
Institutional positions in Hawaiian Electric Industries Inc as of Sep 30, 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
- 276
- −44 vs. Q2 2023
- Shares held
- 64.4M
- +4.76M (+8.0%) vs. Q2 2023
- Total value
- $792.7M
- −$1.36B (−63.3%) vs. Q2 2023
- New holders
- 75
- 89 more added
- Sold out
- 119
- 82 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $111 | 0.00% | −6−40.0% | Reduced |
| Quadrant Capital Group LLC | 16 | $197 | 0.00% | −1,713−99.1% | Reduced |
| Farther Finance Advisors, LLC | 23 | $283 | 0.00% | +15+187.5% | Added |
| Gradient Investments LLC | 33 | $406 | 0.00% | −70−68.0% | Reduced |
| Versant Capital Management, Inc | 41 | $505 | 0.00% | +16+64.0% | Added |
| Signaturefd, LLC | 49 | $603 | 0.00% | −1,726−97.2% | Reduced |
| Bank of New Hampshire | 50 | $616 | 0.00% | −720−93.5% | Reduced |
| New England Capital Financial Advisors LLC | 55 | $679 | 0.00% | +1+1.9% | Added |
| Quent Capital, LLC | 56 | $689 | 0.00% | −41−42.3% | Reduced |
| Hexagon Capital Partners LLC | 64 | $788 | 0.00% | −38−37.3% | Reduced |
| Nemes Rush Group LLC | 73 | $897 | 0.00% | +2+2.8% | Added |
| Authentikos Wealth Advisory, LLC | 81 | $997 | 0.00% | +81 | New |
| Bessemer Group Inc | 112 | $1.00K | 0.00% | −71−38.8% | Reduced |
| North Star Investment Management Corp. | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 100 | $1.23K | 0.00% | +100 | New |
| Abound Wealth Management | 100 | $1.23K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 101 | $1.24K | 0.00% | +101 | New |
| IFP Advisors, Inc | 110 | $1.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 116 | $1.43K | 0.00% | +116 | New |
| Massmutual Trust Co FSB | 145 | $1.78K | 0.00% | −12−7.6% | Reduced |
| Founders Capital Management | 150 | $1.85K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $2.00K | 0.00% | −99−37.9% | Reduced |
| TSFG, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 181 | $2.00K | 0.00% | +6+3.4% | Added |
| New Millennium Group LLC | 175 | $2.15K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 187 | $2.30K | 0.00% | +57+43.8% | Added |
| Earnest Partners LLC | 188 | $2.31K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $2.46K | 0.00% | −100−33.3% | Reduced |
| Spire Wealth Management | 200 | $2.46K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $2.46K | 0.00% | +200 | New |
| Householder Group Estate & Retirement Specialist, LLC | 202 | $2.49K | 0.00% | +202 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $2.78K | 0.00% | +226 | New |
| Capital Advisors, Ltd. LLC | 242 | $3.00K | 0.00% | −100−29.2% | Reduced |
| Bell Investment Advisors, Inc | 244 | $3.00K | 0.00% | +7+3.0% | Added |
| Norwood Financial Corp | 250 | $3.08K | 0.00% | +250 | New |
| Gladius Capital Management LP | 268 | $3.30K | 0.00% | +105+64.4% | Added |
| Red Tortoise LLC | 277 | $3.41K | 0.00% | +277 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 296 | $3.64K | 0.00% | +296 | New |
| Bogart Wealth, LLC | 300 | $3.69K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 459 | $5.65K | 0.00% | +397+640.3% | Added |
| HM Payson & Co | 464 | $5.71K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $6.16K | 0.00% | −3,788−88.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 500 | $6.16K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 501 | $6.17K | 0.00% | +500+50,000.0% | Added |
| Syntax Research, Inc. | 508 | $6.26K | 0.01% | +508 | New |
| Moisand Fitzgerald Tamayo, LLC | 543 | $6.68K | 0.00% | +15+2.8% | Added |
| Capital Analysts, LLC | 552 | $7.00K | 0.00% | +16+3.0% | Added |
| Ronald Blue Trust, Inc. | 185 | $7.00K | 0.00% | +58+45.7% | Added |
| Barrett & Company, Inc. | 600 | $7.39K | 0.00% | −330−35.5% | Reduced |
| Assetmark, Inc | 625 | $7.69K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 640 | $7.88K | 0.00% | +640 | New |
| Huntington National Bank | 685 | $8.43K | 0.00% | +685 | New |
| Trust Co of Vermont | 733 | $9.02K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 746 | $9.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $9.23K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 924 | $11.4K | 0.00% | −164,345−99.4% | Reduced |
| Central Trust Co | 930 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $11.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $12.3K | 0.01% | +1,000 | New |
| Cullen/Frost Bankers, Inc. | 1,085 | $13.4K | 0.00% | +410+60.7% | Added |
| Nomura Asset Management Co Ltd | 1,090 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,109 | $13.7K | 0.00% | +1,109 | New |
| Concord Wealth Partners | 1,240 | $15.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,471 | $18.1K | 0.00% | +1,471 | New |
| WFA of San Diego, LLC | 1,500 | $18.5K | 0.02% | +1,500 | New |
| KBC Group NV | 1,568 | $19.0K | 0.00% | −6,107−79.6% | Reduced |
| Twin Lakes Capital Management, LLC | 1,594 | $19.6K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $24.0K | 0.02% | +2,000 | New |
| Colonial Trust Advisors | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,159 | $26.6K | 0.00% | +2,159 | New |
| MetLife Investment Management | 2,173 | $26.8K | 0.00% | −63,492−96.7% | Reduced |
| Flaharty Asset Management, LLC | 2,197 | $27.0K | 0.00% | +2,197 | New |
| Westside Investment Management, Inc. | 2,490 | $30.7K | 0.01% | −175−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,850 | $35.1K | 0.02% | +2,850 | New |
| AdvisorNet Financial, Inc | 2,865 | $35.3K | 0.00% | −1,019−26.2% | Reduced |
| Perkins Coie Trust Co | 2,908 | $35.8K | 0.01% | +2,908 | New |
| Proequities, Inc. | 3,257 | $40.1K | 0.00% | −5−0.2% | Reduced |
| Comerica Bank | 3,288 | $40.5K | 0.00% | +3,288 | New |
| Harbour Investments, Inc. | 3,474 | $42.8K | 0.00% | −19−0.5% | Reduced |
| Edentree Asset Management Ltd | 3,700 | $45.5K | 0.02% | −15,000−80.2% | Reduced |
| Buck Wealth Strategies, LLC | 4,021 | $49.5K | 0.02% | +541+15.5% | Added |
| Tower Research Capital LLC (TRC) | 4,181 | $51.5K | 0.00% | −7,541−64.3% | Reduced |
| Whittier Trust Co | 4,222 | $52.0K | 0.00% | +225+5.6% | Added |
| Covestor Ltd | 4,264 | $53.0K | 0.04% | +706+19.8% | Added |
| US Bancorp | 4,327 | $53.3K | 0.00% | −1,888−30.4% | Reduced |
| Quarry LP | 4,775 | $58.8K | 0.04% | +4,775 | New |
| State of Wyoming | 5,106 | $62.9K | 0.01% | +5,106 | New |
| Federated Hermes, Inc. | 5,133 | $63.2K | 0.00% | −11,102−68.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,900 | $72.6K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,099 | $75.1K | 0.00% | +820+15.5% | Added |
| Walleye Trading LLC | 6,602 | $81.3K | 0.00% | +6,602 | New |
| State of Alaska, Department of Revenue | 7,288 | $89.0K | 0.00% | −13,582−65.1% | Reduced |
| Deutsche Bank AG | 7,322 | $90.1K | 0.00% | −11,719−61.5% | Reduced |
| CWM, LLC | 7,470 | $92.0K | 0.00% | +2,488+49.9% | Added |
| Armstrong Advisory Group, Inc | 8,341 | $102.7K | 0.01% | 00.0% | Unchanged |