Hawaiian Electric Industries HE Institutional Ownership

NYSE HE

$8.81 -0.09 (-1.01%)

As of: Oct 5, 2026 · 3:59 PM EDT

Institutions by Trading Activity

337 Institutions

Increased 175 51.9%

Unchanged 65 19.3%

Reduced 97 28.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.56%

▲+4.36 pp QoQ

Shares Held by Institutions

145.99Mn

of 172.64Mn outstanding

▲+6.63% QoQ

Shares Outstanding

172.64Mn

26.65Mn held outside 13F filers

Institutional Investors

337

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+9.07Mn

accumulated since last quarter

Value of Holdings

$1.30Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 5, 2026

Hawaiian Electric Industries Inc (NYSE:HE) appeared in the 13F filings of 337 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 84.56% of outstanding shares in Q2 2026, up from 80.20% in Q1 2026.
Total shares held in Hawaiian Electric Industries rose 5.45% from Q1 2026, while the number of holders rose 22.10% from Q2 2025.
Looking at the 337 holders of HE individually, 175 added to their positions, 97 reduced their stakes and 65 left their positions unchanged.
In total, institutional investors held 145.99Mn shares of Hawaiian Electric Industries at the end of Q2 2026, up 7.54Mn from the prior quarter and up 19.64Mn from a year earlier.
BlackRock, Inc. held the largest position in HE at 26.48Mn shares as of June 30, 2026, or 15.34% of shares outstanding.
The biggest increases in HE positions during Q2 2026 came from Jupiter Asset Management LTD (+1.61Mn shares), Horizon Kinetics Asset Management LLC (+760.1K shares), BlackRock, Inc. (+736.1K shares), Citadel Advisors LLC (+655.88K shares) and Invesco Ltd. (+643.7K shares).
Among holders that kept a stake in Hawaiian Electric Industries, the biggest sellers in Q2 2026 were 12 West Capital Management LP (-675K shares), CSM Advisors, LLC (-492.74K shares), Nuveen, LLC (-418.84K shares), HRT Financial LP (-366.7K shares) and Bank of America Corp (-359.04K shares).
Hawaiian Electric Industries' 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (26.48Mn shares), Horizon Kinetics Asset Management LLC (22.4Mn shares), Vanguard Portfolio Management LLC (10.37Mn shares), Vanguard Capital Management LLC (7.48Mn shares), State Street Corp (7.18Mn shares), T. Rowe Price Investment Management, Inc. (6.2Mn shares), Geode Capital Management, LLC (4.34Mn shares), Quantinno Capital Management LP (3.98Mn shares), Charles Schwab Investment Management Inc (3.09Mn shares) and Sixth Street Partners Management Company, L.P. (3.09Mn shares), per Business Quant data.

Form 13F Holdings

337 Institutional Holders

Report period 30 Jun, 2026

Total shares held 145.99Mn

Of outstanding 84.56%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	26,483,206	15.34%	▲736,104	+2.86%	$358.32Mn
2	HORIZON KINETICS ASSET MANAGEMENT LLC	0001056823	22,395,397	12.97%	▲760,103	+3.51%	$303.01Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	10,373,982	6.01%	▲113,322	+1.10%	$140.36Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	7,479,058	4.33%	▲24,706	+0.33%	$101.19Mn
5	State Street Corp	0000093751	7,181,312	4.16%	▲364,551	+5.35%	$97.16Mn
6	T. Rowe Price Investment Management, Inc.	0001897612	6,198,556	3.59%	▼11,531	-0.19%	$83.87K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,335,526	2.51%	▲248,195	+6.07%	$58.67Mn
8	Quantinno Capital Management LP	0001759654	3,979,937	2.31%	▲467,420	+13.31%	$53.85Mn
9	Sixth Street Partners Management Company, L.P.	0001812095	3,086,280	1.79%	▲3,086,280	0.00%	$41.76Mn
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	3,086,280	1.79%	▼257,332	-7.70%	$41.76Mn
10	Invesco Ltd.	0000914208	2,662,995	1.54%	▲643,695	+31.88%	$36.03Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	2,574,951	1.49%	▲11,243	+0.44%	$34.84Mn
12	Morgan Stanley	0000895421	2,501,036	1.45%	▼154,144	-5.81%	$33.84Mn
13	Bank Of America Corp /De/	0000070858	2,375,093	1.38%	▼359,042	-13.13%	$32.14Mn
14	Northern Trust Corp	0000073124	1,916,443	1.11%	▲291,711	+17.95%	$25.93Mn
15	JUPITER ASSET MANAGEMENT LTD	0001215838	1,804,720	1.05%	▲1,606,702	+811.39%	$24.42Mn
16	Goldman Sachs Group Inc	0000886982	1,552,999	0.90%	▲38,696	+2.56%	$21.01Mn
17	UBS Group AG	0001610520	1,378,357	0.80%	▲372,395	+37.02%	$18.65Mn
18	Principal Financial Group Inc	0001126328	1,338,368	0.78%	▲48,263	+3.74%	$18.11Mn
19	MAD RIVER INVESTORS	0001384484	1,321,850	0.77%	▲4,800	+0.36%	$17.88Mn

Showing 1 to 20 of 337 holders