Institutional Ownership Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
508
shares
|
$5,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$5,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$5,825
0.0% of portfolio
|
Q3 2023
Reduced 88.34%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
500
shares
|
$5,825
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
400
shares
|
$4,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
390
shares
|
$4,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
310
shares
|
$3,611
0.0% of portfolio
|
Q1 2025
Reduced 78.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
300
shares
|
$3,495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$3,005
0.0% of portfolio
|
Q2 2024
Reduced 83.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
250
shares
|
$2,912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
246
shares
|
$2,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
226
shares
|
$2,632
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
208
shares
|
$2,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
200
shares
|
$2,330
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
200
shares
|
$2,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$2,330
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
200
shares
|
$2,330
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
161
shares
|
$1,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
158
shares
|
$1,840
0.0% of portfolio
|
Q4 2022
Reduced 29.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
157
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
150
shares
|
$1,747
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
143
shares
|
$1,665
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
142
shares
|
$1,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
132
shares
|
$1,537
0.0% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
112
shares
|
$1,304
0.0% of portfolio
|
Q3 2025
New holding
|
|