HE Institutional Ownership & Shareholders

HAWAIIAN ELECTRIC INDS (HE) is currently held by 335 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of HE tracked by InsiderSet, reporting ownership valued at approximately $358.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $231.99M, representing an estimated loss of -35.25% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed HE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Horizon Kinetics Asset Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in HAWAIIAN ELECTRIC INDS (HE).

This page ranks the largest institutional HE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

335

Total Reported Value

$1.90B

Largest Holder

Blackrock, Inc.

Largest Position

$358.32M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.01%26,483,206$358,317,783$231,992,885-$126,324,898-35.25%
Horizon Kinetics Asset Management Llc3.44%22,395,397$303,009,724$196,183,678-$106,826,046-35.25%
Vanguard Portfolio Management Llc0.01%10,373,982$140,359,976$90,876,082-$49,483,894-35.25%
Vanguard Capital Management Llc0.00%7,479,058$101,191,655$65,516,548-$35,675,107-35.25%
State Street Corp0.00%7,181,312$97,163,151$62,908,293-$34,254,858-35.25%
T. Rowe Price Investment Management, Inc.0.05%6,198,556$83,867,000$54,299,351-$29,567,649-35.26%
Geode Capital Management, Llc0.00%4,335,526$58,670,598$37,979,208-$20,691,390-35.27%
Quantinno Capital Management Lp0.06%3,979,937$53,848,548$34,864,248-$18,984,300-35.25%
Charles Schwab Investment Management Inc0.01%3,086,280$41,757,368$27,035,813-$14,721,555-35.25%
Invesco Ltd.0.00%2,662,995$36,030,322$23,327,836-$12,702,486-35.25%
Dimensional Fund Advisors Lp0.01%2,574,951$34,839,821$22,556,571-$12,283,250-35.26%
Morgan Stanley0.00%2,501,036$33,839,038$21,909,075-$11,929,963-35.26%
Bank Of America Corp0.00%2,375,093$32,135,008$20,805,815-$11,329,193-35.25%
Northern Trust Corp0.00%1,916,443$25,929,473$16,788,041-$9,141,432-35.25%
Jupiter Asset Management Ltd0.12%1,804,720$24,417,862$15,809,347-$8,608,515-35.25%
Goldman Sachs Group Inc0.00%1,552,999$21,012,076$13,604,271-$7,407,805-35.25%
Ubs Group Ag0.00%1,378,357$18,649,170$12,074,407-$6,574,763-35.25%
Vanguard Fiduciary Trust Co0.00%1,133,112$15,331,005$9,926,061-$5,404,944-35.25%
12 West Capital Management Lp2.85%1,125,000$15,221,250$9,855,000-$5,366,250-35.25%
Bank Of New York Mellon Corp0.00%1,091,015$14,761,430$9,557,291-$5,204,139-35.25%
Jpmorgan Chase & Co0.00%977,013$13,367,047$8,558,634-$4,808,413-35.97%
Susquehanna International Group, Llp0.01%973,430$13,170,508$8,527,247-$4,643,261-35.25%
Mad River Investors4.81%1,319,050$11,792,307$11,554,878-$237,429-2.01%
Citadel Advisors Llc0.01%862,812$11,673,846$7,558,233-$4,115,613-35.25%
Nuveen, Llc0.00%729,187$9,865,901$6,387,678-$3,478,223-35.25%
Schwartz Investment Counsel Inc0.34%1,088,000$9,726,720$9,530,880-$195,840-2.01%
Wells Fargo & Company/Mn0.00%646,672$8,749,473$5,664,847-$3,084,626-35.25%
Legal & General Group Plc0.00%637,096$8,619,910$5,580,961-$3,038,949-35.25%
Public Sector Pension Investment Board0.02%593,105$8,024,711$5,195,600-$2,829,111-35.25%
Moors & Cabot, Inc.0.30%578,331$7,824,818$5,066,180-$2,758,638-35.25%
Victory Capital Management Inc0.00%545,476$7,380,290$4,778,370-$2,601,920-35.25%
Principal Financial Group Inc0.00%825,428$7,379,326$7,230,749-$148,577-2.01%
Renaissance Technologies LLCJim Simons0.01%532,200$7,200,666$4,662,072-$2,538,594-35.25%
Sei Investments Co0.01%516,080$6,982,564$4,520,861-$2,461,703-35.26%
Pdt Partners, Llc0.36%511,975$6,927,022$4,484,901-$2,442,121-35.25%
American Century Companies Inc0.00%493,933$6,682,913$4,326,853-$2,356,060-35.25%
Corient Private Wealth Llc0.01%490,229$6,632,803$4,294,406-$2,338,397-35.26%
Alliancebernstein L.P.0.00%404,828$6,007,648$3,546,293-$2,461,355-40.97%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%400,442$5,942,559$3,507,872-$2,434,687-40.97%
Voya Investment Management Llc0.01%438,400$5,931,552$3,840,384-$2,091,168-35.25%
Eagleclaw Capital Managment, Llc0.79%434,750$5,882,168$3,808,410-$2,073,758-35.25%
Citigroup Inc0.00%434,344$5,876,675$3,804,853-$2,071,822-35.25%
Arrowstreet Capital, Limited Partnership0.00%432,957$5,857,908$3,792,703-$2,065,205-35.25%
Stifel Financial Corp0.00%432,871$5,856,759$3,791,950-$2,064,809-35.26%
Prudential Financial Inc0.01%425,836$5,761,561$3,730,323-$2,031,238-35.25%
Rhumbline Advisers0.00%421,854$5,707,661$3,695,441-$2,012,220-35.25%
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys0.03%614,157$5,490,563$5,380,015-$110,548-2.01%
Royal Bank Of Canada0.00%378,305$5,118,000$3,313,952-$1,804,048-35.25%
Swiss National Bank0.00%346,400$4,686,792$3,034,464-$1,652,328-35.25%
State Of Wisconsin Investment Board0.01%344,693$4,663,696$3,019,511-$1,644,185-35.25%
Showing 50 of 335

Frequently asked questions about HE

  • Who are the largest institutional holders of HE?

    The largest institutional holders of HE reported in the latest SEC Form 13F filings include Blackrock, Inc., Horizon Kinetics Asset Management Llc, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported HE position.

  • What is HE institutional ownership?

    This page tracks HE positions reported by institutional investment managers through SEC Form 13F. HAWAIIAN ELECTRIC INDS (HE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own HE?

    InsiderSet currently tracks 335 institutional managers reporting HE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HE shareholders.

  • How much HE stock do institutions own?

    Institutional investment managers disclosed approximately $1.90B in HE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was HE institutional ownership last updated?

    The latest HE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional HE holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HE position after the reporting date.

  • Are institutions buying or selling HE?

    Institutional buying and selling can be analyzed by comparing HE positions across consecutive 13F reporting periods. InsiderSet's HE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HE ownership changes.

  • How has HE institutional ownership changed over time?

    InsiderSet tracks HE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.