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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 2,173 | $26.8K | 0.00% | −63,492−96.7% | Reduced |
| Umb Bank N A | 2,159 | $26.6K | 0.00% | +2,159 | New |
| Colonial Trust Advisors | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $24.0K | 0.02% | +2,000 | New |
| Twin Lakes Capital Management, LLC | 1,594 | $19.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,568 | $19.0K | 0.00% | −6,107−79.6% | Reduced |
| WFA of San Diego, LLC | 1,500 | $18.5K | 0.02% | +1,500 | New |
| Private Trust Co NA | 1,471 | $18.1K | 0.00% | +1,471 | New |
| Concord Wealth Partners | 1,240 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,109 | $13.7K | 0.00% | +1,109 | New |
| Nomura Asset Management Co Ltd | 1,090 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,085 | $13.4K | 0.00% | +410+60.7% | Added |
| 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 |
| Centerpoint Advisors, LLC | 1,010 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $11.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $11.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 924 | $11.4K | 0.00% | −164,345−99.4% | Reduced |
| Washington Trust Co | 750 | $9.23K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 746 | $9.18K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 733 | $9.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 685 | $8.43K | 0.00% | +685 | New |
| Legacy Financial Group LLC | 640 | $7.88K | 0.00% | +640 | New |
| Assetmark, Inc | 625 | $7.69K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 600 | $7.39K | 0.00% | −330−35.5% | Reduced |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 543 | $6.68K | 0.00% | +15+2.8% | Added |
| Syntax Research, Inc. | 508 | $6.26K | 0.01% | +508 | New |
| GWM Advisors LLC | 501 | $6.17K | 0.00% | +500+50,000.0% | Added |
| 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 |
| City State Bank | 456 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $5.71K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 459 | $5.65K | 0.00% | +397+640.3% | Added |
| Smithfield Trust Co | 370 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $3.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 296 | $3.64K | 0.00% | +296 | New |
| Red Tortoise LLC | 277 | $3.41K | 0.00% | +277 | New |
| Gladius Capital Management LP | 268 | $3.30K | 0.00% | +105+64.4% | Added |
| Norwood Financial Corp | 250 | $3.08K | 0.00% | +250 | New |
| Bell Investment Advisors, Inc | 244 | $3.00K | 0.00% | +7+3.0% | Added |
| Capital Advisors, Ltd. LLC | 242 | $3.00K | 0.00% | −100−29.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $2.78K | 0.00% | +226 | New |
| Householder Group Estate & Retirement Specialist, LLC | 202 | $2.49K | 0.00% | +202 | New |
| 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 |
| Earnest Partners LLC | 188 | $2.31K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 187 | $2.30K | 0.00% | +57+43.8% | Added |
| New Millennium Group LLC | 175 | $2.15K | 0.00% | +175 | New |
| TSFG, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 181 | $2.00K | 0.00% | +6+3.4% | Added |
| Allworth Financial LP | 162 | $2.00K | 0.00% | −99−37.9% | Reduced |
| Founders Capital Management | 150 | $1.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $1.78K | 0.00% | −12−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 116 | $1.43K | 0.00% | +116 | New |
| IFP Advisors, Inc | 110 | $1.35K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 101 | $1.24K | 0.00% | +101 | New |
| 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 |
| Bessemer Group Inc | 112 | $1.00K | 0.00% | −71−38.8% | Reduced |
| Authentikos Wealth Advisory, LLC | 81 | $997 | 0.00% | +81 | New |
| Nemes Rush Group LLC | 73 | $897 | 0.00% | +2+2.8% | Added |
| Hexagon Capital Partners LLC | 64 | $788 | 0.00% | −38−37.3% | Reduced |
| Quent Capital, LLC | 56 | $689 | 0.00% | −41−42.3% | Reduced |
| New England Capital Financial Advisors LLC | 55 | $679 | 0.00% | +1+1.9% | Added |
| Bank of New Hampshire | 50 | $616 | 0.00% | −720−93.5% | Reduced |
| Signaturefd, LLC | 49 | $603 | 0.00% | −1,726−97.2% | Reduced |
| Versant Capital Management, Inc | 41 | $505 | 0.00% | +16+64.0% | Added |
| Gradient Investments LLC | 33 | $406 | 0.00% | −70−68.0% | Reduced |
| Farther Finance Advisors, LLC | 23 | $283 | 0.00% | +15+187.5% | Added |
| Quadrant Capital Group LLC | 16 | $197 | 0.00% | −1,713−99.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $111 | 0.00% | −6−40.0% | Reduced |
| Tfo-TDC, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −3,984,441−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,420,679−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −481,474−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −436,936−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −289,510−100.0% | Sold out |
| PATRIZIA Pty Ltd | 0 | $0 | 0.00% | −278,864−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −263,916−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −235,028−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −192,057−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −171,000−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −154,756−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −150,129−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −141,205−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −132,822−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −96,435−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −96,081−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −79,643−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −72,882−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −72,367−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −66,558−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −54,012−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −53,896−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −53,764−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −53,678−100.0% | Sold out |