DaveManuel.com · Institutional Ownership · Who Owns It
HAWAIIAN ELEC INDS INC MTN B (HE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
339
Reporting holders
$2.0B
Reported value
83.3%
Of shares outstanding
1.7%
Calls
2.1%
Puts
-7
Holder change
Institutions report 143,848,981 shares against 172,728,004 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $358.3M | 26,483,206 | 0.01% | 8q | +2.9%+$10.0M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $303.0M | 22,395,397 | 3.44% | 7q | +3.5%+$10.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $140.4M | 10,373,982 | 0.01% | 2q | +1.1%+$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $101.2M | 7,479,058 | 0.00% | 2q | HELD |
| STATE STREET CORP | $97.2M | 7,181,312 | 0.00% | 31q | +5.3%+$4.9M |
| T. Rowe Price Investment Management, Inc. | $83.9M | 6,198,556 | 0.05% | 7q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $58.7M | 4,335,526 | 0.00% | 31q | +6.1%+$3.4M |
| Quantinno Capital Management LP | $53.8M | 3,979,937 | 0.06% | 11q | +13.3%+$6.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $41.8M | 3,086,280 | 0.01% | 31q | -7.7%-$3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.6M incl. $28.5M options CALL+PUT | 973,430 | 0.00% | 16q | -12.0%-$5.7M |
| Invesco Ltd. | $36.0M | 2,662,995 | 0.00% | 31q | +31.9%+$8.7M |
| DIMENSIONAL FUND ADVISORS LP | $34.8M | 2,574,951 | 0.01% | 31q | HELD |
| MORGAN STANLEY | $33.8M | 2,501,036 | 0.00% | 35q | -5.8%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $32.1M | 2,375,093 | 0.00% | 31q | -13.1%-$4.9M |
| NORTHERN TRUST CORP | $25.9M | 1,916,443 | 0.00% | 31q | +18.0%+$3.9M |
| JUPITER ASSET MANAGEMENT LTD | $24.4M | 1,804,720 | 0.12% | 2q | +811.4%+$21.7M |
| CITADEL ADVISORS LLC | $22.8M incl. $11.1M options CALL+PUT | 862,812 | 0.00% | 25q | +316.9%+$17.3M |
| GOLDMAN SACHS GROUP INC | $21.0M | 1,552,999 | 0.00% | 31q | +2.6%+$523.6K |
| JANE STREET GROUP, LLC | $20.0M CALL+PUT | options only | 0.00% | 14q | OPTIONS |
| UBS Group AG | $18.6M | 1,378,357 | 0.00% | 31q | +37.0%+$5.0M |
| MAD RIVER INVESTORS | $18.5M incl. $660.3K options CALL | 1,321,850 | 6.92% | 7q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $18.1M | 1,338,368 | 0.01% | 6q | +3.7%+$653.0K |
| VANGUARD FIDUCIARY TRUST CO | $15.3M | 1,133,112 | 0.00% | 2q | +1.9%+$281.1K |
| 12 West Capital Management LP | $15.2M | 1,125,000 | 2.85% | 3q | -37.5%-$9.1M |
| Bank of New York Mellon Corp | $14.8M | 1,091,015 | 0.00% | 31q | HELD |
| HRT FINANCIAL LP | $13.8M incl. $11.4M options OPT | 1,021,989 | 0.03% | 3q | -26.4%-$5.0M |
| CONGRESS ASSET MANAGEMENT CO | $13.5M | 996,265 | 0.08% | 6q | +0.7%+$93.8K |
| JPMORGAN CHASE & CO | $13.4M | 977,013 | 0.00% | 31q | -2.4%-$326.9K |
| Nuveen, LLC | $9.9M | 729,187 | 0.00% | 6q | -36.5%-$5.7M |
| WELLS FARGO & COMPANY/MN | $8.7M | 646,672 | 0.00% | 31q | +31.1%+$2.1M |
| Legal & General Group Plc | $8.6M | 637,096 | 0.00% | 31q | -1.2%-$103.8K |
| Public Sector Pension Investment Board | $8.0M | 593,105 | 0.02% | 3q | -4.0%-$330.7K |
| Moors & Cabot, Inc. | $7.8M | 578,331 | 0.30% | 6q | +9.5%+$678.2K |
| VICTORY CAPITAL MANAGEMENT INC | $7.4M | 545,476 | 0.00% | 28q | +41.3%+$2.2M |
| RENAISSANCE TECHNOLOGIES LLC | $7.2M | 532,200 | 0.01% | 8q | -19.8%-$1.8M |
| SIMPLEX TRADING, LLC | $7.1M incl. $6.2M options CALL+PUT | 62,708 | 0.00% | 31q | -44.9%-$5.8M |
| SEI INVESTMENTS CO | $7.0M | 516,080 | 0.01% | 6q | -37.4%-$4.2M |
| PDT Partners, LLC | $6.9M | 511,975 | 0.36% | 6q | HELD |
| AMERICAN CENTURY COMPANIES INC | $6.7M | 493,933 | 0.00% | 23q | +8.7%+$533.1K |
| Corient Private Wealth LP | $6.6M | 490,229 | 0.01% | 6q | +41.6%+$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.4M | 475,190 | 0.00% | 31q | +18.7%+$1.0M |
| ALLIANCEBERNSTEIN L.P. | $6.0M | 404,828 | 0.00% | 31q | +3.6%+$209.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $5.9M | 438,400 | 0.01% | 31q | +50.2%+$2.0M |
| EagleClaw Capital Managment, LLC | $5.9M | 434,750 | 0.79% | 5q | +17.3%+$867.3K |
| CITIGROUP INC | $5.9M | 434,344 | 0.00% | 31q | -8.1%-$520.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.9M | 432,957 | 0.00% | 2q | +800.0%+$5.2M |
| STIFEL FINANCIAL CORP | $5.9M | 432,871 | 0.00% | 31q | +22.2%+$1.1M |
| PRUDENTIAL FINANCIAL INC | $5.8M | 425,836 | 0.01% | 9q | +51.9%+$2.0M |
| RHUMBLINE ADVISERS | $5.7M | 421,854 | 0.00% | 31q | -9.4%-$592.4K |
| GROUP ONE TRADING LLC | $5.6M incl. $4.5M options CALL+PUT | 77,028 | 0.01% | 12q | -16.0%-$1.1M |
| ROYAL BANK OF CANADA | $5.1M | 378,305 | 0.00% | 31q | +25.4%+$1.0M |
| HighTower Advisors, LLC | $5.0M | 372,208 | 0.00% | 6q | HELD |
| Swiss National Bank | $4.7M | 346,400 | 0.00% | 31q | +1.8%+$82.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.7M | 344,693 | 0.01% | 31q | +71.1%+$1.9M |
| GABELLI FUNDS LLC | $4.5M | 335,700 | 0.03% | 31q | -1.8%-$81.2K |
| OSAIC HOLDINGS, INC. | $4.3M | 318,100 | 0.01% | 26q | +6.9%+$278.5K |
| IMC-Chicago, LLC | $4.3M incl. $3.8M options CALL+PUT | 34,215 | 0.00% | 9q | +127.6%+$2.4M |
| Allianz Asset Management GmbH | $4.2M | 313,593 | 0.00% | 36q | +5.8%+$234.3K |
| D. E. Shaw & Co., Inc. | $3.9M | 285,593 | 0.00% | 5q | +160.0%+$2.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $3.9M | 285,215 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $3.7M | 271,617 | 0.01% | 7q | -13.4%-$569.2K |
| AMERIPRISE FINANCIAL INC | $3.7M | 271,210 | 0.00% | 3q | -5.2%-$201.9K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.6M | 263,742 | 0.02% | 31q | -9.8%-$386.2K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 244,660 | 0.00% | 7q | +11.1%+$330.8K |
| ALGERT GLOBAL LLC | $3.2M | 234,640 | 0.04% | 18q | +22.9%+$591.1K |
| FIRST TRUST ADVISORS LP | $3.1M | 226,388 | 0.00% | 3q | -20.7%-$799.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.1M | 226,351 | 0.00% | 31q | +19.9%+$507.8K |
| FMR LLC | $2.8M | 208,282 | 0.00% | 31q | +598.3%+$2.4M |
| Lesa Sroufe & Co | $2.7M | 200,306 | 1.93% | 6q | +3.3%+$85.6K |
| RBF Capital, LLC | $2.7M | 200,000 | 0.11% | 12q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.7M | 199,553 | 0.00% | 31q | -2.7%-$75.0K |
| FEDERATED HERMES, INC. | $2.6M | 193,263 | 0.00% | 8q | +32.1%+$635.2K |
| DEUTSCHE BANK AG\ | $2.5M | 184,024 | 0.00% | 34q | +11.2%+$249.8K |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.5M | 183,711 | 0.03% | 4q | +525.9%+$2.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.5M | 181,940 | 0.00% | 31q | -4.1%-$106.4K |
| IEQ CAPITAL, LLC | $2.3M | 173,001 | 0.01% | 6q | +102.8%+$1.2M |
| GAMCO INVESTORS, INC. ET AL | $2.3M | 170,009 | 0.02% | 24q | -2.6%-$60.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.1M | 158,696 | 0.00% | 8q | +7.7%+$153.9K |
| CANADA LIFE ASSURANCE Co | $2.0M | 148,472 | 0.00% | 31q | -2.3%-$47.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.0M | 148,042 | 0.00% | 2q | -28.0%-$780.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 146,052 | 0.00% | 2q | +10.3%+$185.3K |
| Advisory Services Network, LLC | $1.9M | 142,319 | 0.02% | 5q | +26.9%+$407.6K |
| LPL Financial LLC | $1.9M | 141,690 | 0.00% | 31q | +43.8%+$583.9K |
| Summit Trail Advisors, LLC | $1.9M | 140,137 | 0.02% | 5q | +7.7%+$135.2K |
| Quantbot Technologies LP | $1.8M | 136,376 | 0.07% | 13q | -44.5%-$1.5M |
| Focus Partners Wealth | $1.8M | 135,183 | 0.00% | 4q | +18.6%+$287.3K |
| Caprock Group, LLC | $1.8M | 130,257 | 0.03% | 5q | -2.5%-$44.9K |
| Vanguard Investments Australia, Ltd. | $1.7M | 128,691 | 0.00% | 2q | +3.9%+$64.6K |
| PROMETHIUM ADVISORS,LLC | $1.7M | 125,450 | 0.81% | 6q | +16.2%+$236.3K |
| Assenagon Asset Management S.A. | $1.6M | 121,430 | 0.00% | 11q | +11.9%+$174.9K |
| Balyasny Asset Management L.P. | $1.6M | 116,476 | 0.00% | new | NEW |
| Atlas Wealth Partners, LLC | $1.6M | 116,117 | 1.72% | 5q | +1.0%+$15.6K |
| Susquehanna Portfolio Strategies, LLC | $1.6M | 115,422 | 0.02% | new | NEW |
| BARCLAYS PLC | $1.5M | 113,841 | 0.00% | 31q | +40.5%+$444.3K |
| Thrivent Financial for Lutherans | $1.5M | 113,364 | 0.00% | 3q | -1.6%-$25.1K |
| MACQUARIE GROUP LTD | $1.5M | 111,865 | 0.01% | 32q | -28.5%-$602.6K |
| MetLife Investment Management, LLC | $1.3M | 96,634 | 0.01% | 32q | +8.6%+$103.4K |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 92,678 | 0.00% | 31q | +88.5%+$588.8K |
| Illinois Municipal Retirement Fund | $1.2M | 92,233 | 0.01% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 89,843 | 0.00% | 31q | +161.7%+$751.0K |
Showing the largest 100 of 339 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 90 | $38.6M | 4,251,378 | 18 | 19 | 25 | 1.1% |
| Q2 2026 | 339 | $2.0B | 143,848,981 | 35 | 127 | 93 | 4.3% |
| Q1 2026 | 346 | $2.2B | 139,304,207 | 64 | 127 | 83 | 8.6% |
| Q4 2025 | 328 | $1.9B | 143,146,686 | 57 | 118 | 78 | 6.0% |
| Q3 2025 | 300 | $1.5B | 126,515,331 | 52 | 98 | 77 | 5.2% |
| Q2 2025 | 279 | $1.4B | 129,060,592 | 36 | 94 | 79 | 3.2% |
| Q1 2025 | 291 | $1.5B | 133,375,580 | 49 | 107 | 75 | 3.1% |
| Q4 2024 | 294 | $1.3B | 123,979,369 | 45 | 100 | 73 | 4.2% |
| Q3 2024 | 297 | $1.2B | 118,841,371 | 72 | 89 | 79 | 5.3% |
| Q2 2024 | 284 | $685.8M | 72,291,581 | 41 | 105 | 76 | 4.6% |
| Q1 2024 | 302 | $893.8M | 74,430,598 | 47 | 85 | 99 | 5.8% |
| Q4 2023 | 297 | $1.1B | 71,821,113 | 44 | 91 | 96 | 7.5% |
| Q3 2023 | 284 | $994.9M | 65,000,548 | 84 | 88 | 82 | 19.5% |
| Q2 2023 | 323 | $2.2B | 59,577,195 | 23 | 96 | 107 | 0.0% |
| Q1 2023 | 332 | $2.3B | 59,984,214 | 41 | 87 | 111 | 0.0% |
| Q4 2022 | 323 | $2.5B | 60,093,752 | 35 | 106 | 92 | 0.1% |
| Q3 2022 | 313 | $2.3B | 66,097,484 | 26 | 94 | 96 | 0.1% |
| Q2 2022 | 330 | $2.4B | 59,166,036 | 34 | 120 | 82 | 0.1% |
| Q1 2022 | 333 | $2.5B | 59,110,345 | 43 | 97 | 90 | 0.0% |
| Q4 2021 | 328 | $3.2B | 77,665,181 | 42 | 89 | 88 | 0.0% |
| Q3 2021 | 294 | $3.2B | 78,305,009 | 22 | 86 | 88 | 0.0% |
| Q2 2021 | 295 | $3.4B | 81,216,668 | 26 | 88 | 93 | 0.1% |
| Q1 2021 | 307 | $3.6B | 80,297,533 | 40 | 76 | 95 | 0.2% |
| Q4 2020 | 314 | $2.8B | 79,551,654 | 39 | 75 | 105 | 0.0% |
| Q3 2020 | 302 | $2.7B | 81,423,077 | 44 | 79 | 96 | 0.0% |
| Q2 2020 | 291 | $3.0B | 82,213,879 | 35 | 73 | 102 | 0.0% |
| Q1 2020 | 308 | $6.8B | 157,284,904 | 34 | 79 | 103 | 0.0% |
| Q4 2019 | 321 | $4.9B | 105,426,496 | 25 | 90 | 84 | 0.0% |
| Q3 2019 | 317 | $4.4B | 97,159,336 | 18 | 83 | 98 | 0.0% |
| Q2 2019 | 319 | $4.9B | 111,878,570 | 36 | 95 | 99 | 0.0% |
| Q1 2019 | 312 | $4.5B | 109,316,483 | 39 | 105 | 65 | 0.0% |
| Q4 2018 | 295 | $3.6B | 98,192,826 | 4 | 4 | 10 | 0.0% |