# HAWAIIAN ELEC INDS INC MTN B (HE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HE/

- Reporting holders: 13
- Reported value: $757.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $250.5K | 28,024 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $141.2K | 15,794 | 0.0% | 12 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $136.2K | 15,250 | 0.1% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $73.0K | 8,168 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $57.8K | 6,461 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $54.5K | 6,092 | 0.0% | 14 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $33.0K | 3,695 | 0.0% | 5 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $4.4K | 489 | 0.0% | 10 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $2.2K | 246 | 0.0% | 7 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $2.2K | 245 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.1K | 240 | 0.0% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $277 | 31 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $188 | 21 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $757.6K |
| Q2 2026 | 339 | $2.2B |
| Q1 2026 | 345 | $2.3B |
| Q4 2025 | 327 | $1.9B |
| Q3 2025 | 300 | $1.5B |
| Q2 2025 | 279 | $1.4B |
| Q1 2025 | 291 | $1.5B |
| Q4 2024 | 294 | $1.3B |
| Q3 2024 | 297 | $1.2B |
| Q2 2024 | 284 | $687.5M |
| Q1 2024 | 300 | $894.4M |
| Q4 2023 | 297 | $1.1B |