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Hawaiian Electric Industries (HE) Institutional Ownership

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$13.62 -0.02 (-0.11%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$13.62 +0.01 (+0.07%)
As of 07/2/2026 07:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Hawaiian Electric Industries (NYSE:HE)

Current
Institutional Ownership
Percentage
59.91%
Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$349.26M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$342.60M
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HE Institutional Buying and Selling by Quarter

Hawaiian Electric Industries Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc17,858$242K0.0%-11.2%0.010%
5/21/2026J. Derek Lewis & Associates Inc.11,500$171K0.0%N/A0.007%
5/19/2026Bank of America Corp DE2,734,135$40.58M0.0%+111.6%1.584%
5/19/2026RBF Capital LLC200,000$2.97M0.1%-25.9%0.116%
5/18/2026Amundi17,462$259K0.0%N/A0.010%
5/18/2026California State Teachers Retirement System205,094$3.04M0.0%+25.7%0.119%
5/18/2026Royal Bank of Canada301,769$4.48M0.0%+63.0%0.175%
5/18/2026Empowered Funds LLC23,180$344K0.0%+25.5%0.013%
5/16/2026The Manufacturers Life Insurance Company 73,499$1.09M0.0%-9.4%0.043%
5/16/2026Quantinno Capital Management LP3,512,517$52.13M0.1%+8.3%2.035%
5/15/2026Weiss Asset Management LP32,160$477K0.0%N/A0.019%
5/14/2026Renaissance Technologies LLC663,200$9.84M0.0%+20.5%0.384%
5/14/2026Gabelli Funds LLC341,700$5.07M0.0%-0.2%0.198%
5/14/2026Arrowstreet Capital Limited Partnership48,108$714K0.0%N/A0.028%
5/14/2026Inceptionr LLC18,048$268K0.1%N/A0.010%
5/14/2026Sei Investments Co.824,270$12.23M0.0%+66.7%0.477%
5/13/2026First Trust Advisors LP285,453$4.24M0.0%+40.6%0.165%
5/7/2026Dimensional Fund Advisors LP2,563,708$38.05M0.0%+15.9%1.485%
5/6/2026Kera Capital Partners Inc.36,009$534K0.1%-4.3%0.021%
5/6/2026Allspring Global Investments Holdings LLC177,186$2.70M0.0%N/A0.103%
5/5/2026RFG Bristol Wealth Advisors LLC39,624$588K0.2%+4.0%0.023%
5/5/2026Bank of New York Mellon Corp1,085,722$16.11M0.0%-3.6%0.629%
5/5/2026Illinois Municipal Retirement Fund92,360$1.37M0.0%N/A0.053%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,171$225K0.0%+39.1%0.009%
5/4/2026Bleakley Financial Group LLC56,974$845K0.0%+1.8%0.033%
5/4/2026Principal Financial Group Inc.1,290,105$19.15M0.0%+56.8%0.747%
5/4/2026Chicago Partners Investment Group LLC40,239$610K0.0%+8.4%0.023%
5/4/2026Teachers Retirement System of The State of Kentucky42,800$635K0.0%+210.1%0.025%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS292,287$4.34M0.0%-10.6%0.169%
5/1/2026Fifth Third Bancorp44,633$662K0.0%+81,050.9%0.026%
4/30/2026Atlas Wealth Partners LLC114,967$1.71M1.8%+15.5%0.067%
4/29/2026Burney Co.72,093$1.07M0.0%+361.3%0.042%
4/27/2026Lesa Sroufe & Co193,981$2.88M2.0%+1.7%0.112%
4/27/2026New York State Teachers Retirement System45,140$670K0.0%+34.3%0.026%
4/25/2026Strs Ohio64,200$953K0.0%-14.3%0.037%
4/24/2026Essex Financial Services Inc.26,257$390K0.0%N/A0.015%
4/24/2026Deltec Asset Management LLC10,000$148K0.0%-72.9%0.006%
4/24/2026IFM Investors Pty Ltd11,576$172K0.0%-7.0%0.007%
4/23/2026Inspire Investing LLC34,696$515K0.0%-8.6%0.020%
4/22/2026Janney Montgomery Scott LLC313,689$4.66M0.0%+111.6%0.182%
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4/22/2026Pictet Asset Management Holding SA29,810$442K0.0%-19.5%0.017%
4/22/2026Sterling Capital Management LLC5,423$80K0.0%-46.4%0.003%
4/22/2026Venturi Wealth Management LLC13,364$198K0.0%-15.0%0.008%
4/21/2026Aaron Wealth Advisors LLC37,257$553K0.0%+21.4%0.022%
4/21/2026Louisiana State Employees Retirement System76,600$1.14M0.0%N/A0.044%
4/20/2026Kestra Private Wealth Services LLC57,207$849K0.0%N/A0.033%
4/20/2026Assenagon Asset Management S.A.108,503$1.61M0.0%-87.6%0.063%
4/16/2026SG Americas Securities LLC25,232$374K0.0%-62.9%0.015%
3/20/2026Hsbc Holdings PLC69,011$849K0.0%N/A0.040%
3/9/2026Corient Private Wealth LLC115,927$1.43M0.0%+101.5%0.067%
2/23/2026Kera Capital Partners Inc.37,638$463K0.1%+51.5%0.022%
2/19/2026T. Rowe Price Investment Management Inc.6,696,902$82.37M0.1%-45.5%3.880%
2/19/2026Invesco Ltd.682,036$8.39M0.0%+160.8%0.395%
2/19/2026Corient Private Wealth LLC166,472$2.05M0.0%+189.3%0.096%
2/18/2026Mercer Global Advisors Inc. ADV59,899$737K0.0%+45.9%0.035%
2/18/2026JCP Investment Management LLC425,000$5.23M4.1%+18.1%0.246%
2/18/2026Vident Advisory LLC27,853$343K0.0%-15.6%0.016%
2/18/2026State of Tennessee Department of Treasury67,830$834K0.0%N/A0.039%
2/18/2026EP Wealth Advisors LLC14,194$175K0.0%N/A0.008%
2/18/2026Yaupon Capital Management LP413,497$5.09M0.2%N/A0.240%
2/18/2026Susquehanna Fundamental Investments LLC111,644$1.37M0.0%-75.2%0.065%
2/18/2026Man Group plc12,969$160K0.0%N/A0.008%
2/18/2026Inspire Investing LLC37,973$467K0.0%-55.7%0.022%
2/18/2026Balyasny Asset Management L.P.269,338$3.31M0.0%+215.3%0.156%
2/18/2026Boothbay Fund Management LLC17,810$219K0.0%-33.9%0.010%
2/18/202612 West Capital Management LP1,850,000$22.76M2.7%N/A1.072%
2/17/2026Guggenheim Capital LLC26,224$323K0.0%+30.9%0.015%
2/17/2026PDT Partners LLC458,302$5.64M0.4%+643.0%0.265%
2/17/2026AQR Capital Management LLC38,057$468K0.0%+10.5%0.022%
2/17/2026Sagefield Capital LP341,609$4.20M0.4%+24.0%0.198%
2/17/2026Jump Financial LLC245,200$3.02M0.0%-42.6%0.142%
2/17/2026Price T Rowe Associates Inc. MD167,826$2.07M0.0%-2.9%0.097%
2/17/2026T. Rowe Price Investment Management Inc.2,575,062$31.67M0.0%-79.0%1.492%
2/17/2026Osaic Holdings Inc.303,060$3.73M0.0%-30.7%0.176%
2/17/2026Advisory Services Network LLC94,869$1.17M0.0%+387.3%0.055%
2/17/2026California State Teachers Retirement System163,209$2.01M0.0%-17.1%0.095%
2/17/2026Maryland State Retirement & Pension System25,225$310K0.0%N/A0.015%
2/17/2026State of Wisconsin Investment Board91,558$1.13M0.0%-6.6%0.053%
2/17/2026ExodusPoint Capital Management LP21,950$270K0.0%N/A0.013%
2/17/2026Royal Bank of Canada185,147$2.28M0.0%-47.6%0.107%
2/17/2026Graham Capital Management L.P.106,110$1.31M0.0%-27.0%0.061%
2/17/2026RBF Capital LLC270,000$3.32M0.1%-10.0%0.156%
2/16/2026Squarepoint Ops LLC47,030$578K0.0%-49.0%0.027%
2/16/2026Verition Fund Management LLC243,719$3.00M0.0%+66.4%0.141%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund111,042$1.37M0.0%-14.9%0.064%
2/16/2026Dockside LLC103,340$1.27M0.3%N/A0.060%
2/16/2026Arax Advisory Partners29,798$367K0.0%-49.5%0.017%
2/16/2026Barclays PLC308,102$3.79M0.0%+25.4%0.178%
2/13/2026Kestra Advisory Services LLC4,059$50K0.0%N/A0.002%
2/13/2026Meixler Investment Management Ltd.12,300$151K0.1%+23.0%0.007%
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2/13/2026The Manufacturers Life Insurance Company 81,167$998K0.0%-5.8%0.047%
2/13/2026CANADA LIFE ASSURANCE Co153,555$1.89M0.0%+3,339.9%0.089%
2/13/2026Stifel Financial Corp420,741$5.18M0.0%+2.8%0.244%
2/13/2026Smartleaf Asset Management LLC2,576$32K0.0%+334.4%0.001%
2/13/2026Public Sector Pension Investment Board597,400$7.35M0.0%N/A0.346%
2/13/2026First Trust Advisors LP203,014$2.50M0.0%N/A0.118%
2/13/2026Charles Schwab Investment Management Inc.3,346,691$41.16M0.0%-6.1%1.939%
2/13/2026Police & Firemen s Retirement System of New Jersey45,881$564K0.0%-6.1%0.027%
2/13/2026State Street Corp7,005,768$86.17M0.0%+56.9%4.058%
2/13/2026Van ECK Associates Corp66,547$819K0.0%+6.6%0.039%


HE Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 institutional investors and hedge funds held shares of Hawaiian Electric Industries. The most heavily invested institutionals were Vanguard Group Inc. ($238.75M), Horizon Kinetics Asset Management LLC ($238.53M), Zimmer Partners LP ($146.58M), State Street Corp ($86.17M), T. Rowe Price Investment Management Inc. ($82.37M), Quantinno Capital Management LP ($52.13M), and FMR LLC ($51.70M).Learn more on Hawaiian Electric Industries' institutional investors.

59.91% of Hawaiian Electric Industries' stock is owned by institutional investors. Learn more on HE's institutional investor holdings.

Of the 308 institutional investors that purchased Hawaiian Electric Industries' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Zimmer Partners LP ($15.20M), T. Rowe Price Investment Management Inc. ($11.82M), Horizon Kinetics Asset Management LLC ($7.14M), FMR LLC ($5.27M), State Street Corp ($3.10M), Vanguard Group Inc. ($2.74M), and Franklin Resources Inc. ($2.40M).

Institutional investors have bought a total of 29,025,470 shares in the last 24 months. This purchase volume represents approximately $349.26M in transactions.

Of the 103 institutional investors that sold Hawaiian Electric Industries' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($15.29M), Franklin Resources Inc. ($2.71M), UBS Group AG ($2.38M), Millennium Management LLC ($1.13M), Assenagon Asset Management S.A. ($769.75K), Deutsche Bank AG ($568.45K), and Eagle Global Advisors LLC ($452.26K).

Institutional investors have sold a total of 28,143,996 shares in the last 24 months. This volume of shares sold represents approximately $342.60M in transactions.



This page (NYSE:HE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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