HE Institutional Ownership
Hawaiian Electric Industries, Inc.
1W: -2.5%
1M: -9.8%
3M: -37.7%
YTD: -35.0%
1Y: -29.5%
3Y: -34.3%
5Y: -78.2%
$8.35
+0.14 (+1.71%)
Weekly Expected Move ±4.0%
$8
$8
$8
$9
$9
Credit Risk of going bust: higher than 57% of companies Debt: 66.5% of company value Bonds: $95.1M held by 117 funds, 172 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.62 (down 93%), Hawaiian Electric Industries, Inc. would be worth roughly what it owes.
Total debt $2.82B against a stock market value of $1.42B.
Distance to default 4.50 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.13B (short-term plus half of long-term), stock volatility 32.1%; Altman Z'' 0.41. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.62 (down 93%), Hawaiian Electric Industries, Inc. would be worth roughly what it owes.
Total debt $2.82B against a stock market value of $1.42B.
Distance to default 4.50 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.13B (short-term plus half of long-term), stock volatility 32.1%; Altman Z'' 0.41. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HE
383
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
40
New Positions
134
Increased
138
Reduced
40
Closed
1.17
Put/Call Ratio
Ownership Trends
Top Institutional Holders (415 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 26,483,206 | $217M | +736,104 | +2.9% | 8Q | SEC ↗ |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | 22,395,397 | $184M | +760,103 | +3.5% | 7Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,373,982 | $85M | +113,322 | +1.1% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7,479,058 | $61M | +24,706 | +0.3% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 7,181,312 | $59M | +364,551 | +5.3% | 46Q | SEC ↗ |
| 6 | T. Rowe Price Investment Management, I | 6,198,556 | $51M | -11,531 | -0.2% | 7Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4,335,526 | $36M | +248,195 | +6.1% | 92Q | SEC ↗ |
| 8 | Quantinno Capital Management LP | 3,979,937 | $33M | +467,420 | +13.3% | 11Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 3,086,280 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,086,280 | $25M | -257,332 | -7.7% | 15Q | SEC ↗ |
| 11 | Invesco Ltd. | 2,662,995 | $22M | +643,695 | +31.9% | 85Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2,574,951 | $21M | +11,243 | +0.4% | 102Q | SEC ↗ |
| 13 | MORGAN STANLEY | 2,501,036 | $21M | -154,144 | -5.8% | 60Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 2,375,093 | $19M | -359,042 | -13.1% | 15Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 1,916,443 | $16M | +291,711 | +18.0% | 110Q | SEC ↗ |
| 16 | JUPITER ASSET MANAGEMENT LTD | 1,804,720 | $15M | +1,606,702 | +811.4% | 2Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 1,552,999 | $13M | +38,696 | +2.6% | 15Q | SEC ↗ |
| 18 | UBS Group AG | 1,378,357 | $11M | +372,395 | +37.0% | 47Q | SEC ↗ |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 1,338,368 | $11M | +48,263 | +3.7% | 6Q | SEC ↗ |
| 20 | MAD RIVER INVESTORS | 1,321,850 | $11M | +4,800 | +0.4% | 7Q | SEC ↗ |
| 21 | VANGUARD FIDUCIARY TRUST CO | 1,133,112 | $9M | +20,773 | +1.9% | 2Q | SEC ↗ |
| 22 | 12 West Capital Management LP | 1,125,000 | $9M | -675,000 | -37.5% | 3Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,091,015 | $9M | +5,293 | +0.5% | 76Q | SEC ↗ |
| 24 | CONGRESS ASSET MANAGEMENT CO | 996,265 | $8M | +6,930 | +0.7% | 6Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 977,013 | $8M | -23,892 | -2.4% | 88Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 973,430 | $8M | -132,204 | -12.0% | 16Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 862,812 | $7M | +655,876 | +316.9% | 16Q | SEC ↗ |
| 28 | Nuveen, LLC | 729,187 | $6M | -418,844 | -36.5% | 6Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 646,672 | $5M | +153,486 | +31.1% | 101Q | SEC ↗ |
| 30 | Legal & General Group Plc | 637,096 | $5M | -7,671 | -1.2% | 27Q | SEC ↗ |
| 31 | Public Sector Pension Investment Board | 593,105 | $5M | -24,439 | -4.0% | 3Q | SEC ↗ |
| 32 | Moors & Cabot, Inc. | 578,331 | $5M | +50,125 | +9.5% | 6Q | SEC ↗ |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 545,476 | $4M | +159,545 | +41.3% | 28Q | SEC ↗ |
| 34 | RENAISSANCE TECHNOLOGIES LLC | 532,200 | $4M | -131,000 | -19.8% | 8Q | SEC ↗ |
| 35 | SEI INVESTMENTS CO | 516,080 | $4M | -308,190 | -37.4% | 6Q | SEC ↗ |
| 36 | PDT Partners, LLC | 511,975 | $4M | — | +0.0% | 6Q | SEC ↗ |
| 37 | AMERICAN CENTURY COMPANIES INC | 493,933 | $4M | +39,401 | +8.7% | 15Q | SEC ↗ |
| 38 | Corient Private Wealth LP | 490,229 | $4M | +144,124 | +41.6% | 6Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 475,190 | $4M | +74,748 | +18.7% | 63Q | SEC ↗ |
| 40 | VOYA INVESTMENT MANAGEMENT LLC | 438,400 | $4M | +146,548 | +50.2% | 53Q | SEC ↗ |
| 41 | EagleClaw Capital Managment, LLC | 434,750 | $4M | +64,100 | +17.3% | 5Q | SEC ↗ |
| 42 | CITIGROUP INC | 434,344 | $4M | -38,462 | -8.1% | 110Q | SEC ↗ |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 432,957 | $4M | +384,849 | +800.0% | 2Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 432,871 | $4M | +78,533 | +22.2% | 49Q | SEC ↗ |
| 45 | PRUDENTIAL FINANCIAL INC | 425,836 | $3M | +145,530 | +51.9% | 9Q | SEC ↗ |
| 46 | RHUMBLINE ADVISERS | 421,854 | $3M | -43,786 | -9.4% | 96Q | SEC ↗ |
| 47 | ALLIANCEBERNSTEIN L.P. | 404,828 | $3M | +14,100 | +3.6% | 63Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 378,305 | $3M | +76,536 | +25.4% | 67Q | SEC ↗ |
| 49 | HighTower Advisors, LLC | 372,208 | $3M | -1,550 | -0.4% | 6Q | SEC ↗ |
| 50 | Swiss National Bank | 346,400 | $3M | +6,100 | +1.8% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,086,280 | $25M |
| DZ BANK AG Deutsche Zentral Genosse | 285,215 | $2M |
| Balyasny Asset Management L.P. | 116,476 | $956K |
| Susquehanna Portfolio Strategies, L | 115,422 | $948K |
| Jupiter Topco LLC | 74,286 | $610K |
| PKS Advisory Services, LLC | 70,044 | $575K |
| Jump Financial, LLC | 68,000 | $558K |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 54,610 | $448K |
| Lido Advisors, LLC | 41,346 | $339K |
| Aigen Investment Management, LP | 28,747 | $236K |
| New Age Alpha Advisors, LLC | 28,441 | $234K |
| DARK FOREST CAPITAL MANAGEMENT LP | 21,626 | $178K |
| J.W. COLE ADVISORS, INC. | 19,547 | $160K |
| AE Wealth Management LLC | 18,267 | $150K |
| TWO SIGMA SECURITIES, LLC | 17,555 | $144K |
| NATIXIS ADVISORS, LLC | 16,019 | $132K |
| Byrne Asset Management LLC | 15,100 | $124K |
| FOX RUN MANAGEMENT, L.L.C. | 12,890 | $106K |
| Bayforest Capital Ltd | 11,873 | $97K |
| Campbell & CO Investment Adviser LL | 10,998 | $90K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | 799,640 | $7M |
| JCP Investment Management, LLC | 425,000 | $3M |
| Yaupon Capital Management LP | 413,497 | $3M |
| Verition Fund Management LLC | 243,719 | $2M |
| Sagefield Capital LP | 205,809 | $2M |
| Allspring Global Investments Holdin | 177,186 | $1M |
| PICTON MAHONEY ASSET MANAGEMENT | 136,642 | $1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 111,644 | $917K |
| HEALTHCARE OF ONTARIO PENSION PLAN | 111,042 | $912K |
| Graham Capital Management, L.P. | 106,110 | $871K |
| Caption Management, LLC | 104,245 | $856K |
| Edgestream Partners, L.P. | 86,473 | $710K |
| Man Group plc | 81,189 | $667K |
| Cerity Partners LLC | 73,754 | $606K |
| HSBC HOLDINGS PLC | 69,011 | $567K |
| Holocene Advisors, LP | 61,500 | $505K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 57,207 | $470K |
| MILLENNIUM MANAGEMENT LLC | 56,742 | $466K |
| Integrated Quantitative Investments | 50,868 | $418K |
| Legato Capital Management LLC | 50,868 | $418K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JUPITER ASSET MANAGEMENT LTD | +1,606,702 | +811.4% | 1,804,720 |
| HORIZON KINETICS ASSET MANAGEMENT L | +760,103 | +3.5% | 22,395,397 |
| BlackRock, Inc. | +736,104 | +2.9% | 26,483,206 |
| CITADEL ADVISORS LLC | +655,876 | +316.9% | 862,812 |
| Invesco Ltd. | +643,695 | +31.9% | 2,662,995 |
| Quantinno Capital Management LP | +467,420 | +13.3% | 3,979,937 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +384,849 | +800.0% | 432,957 |
| UBS Group AG | +372,395 | +37.0% | 1,378,357 |
| STATE STREET CORP | +364,551 | +5.3% | 7,181,312 |
| NORTHERN TRUST CORP | +291,711 | +18.0% | 1,916,443 |
| GEODE CAPITAL MANAGEMENT, LLC | +248,195 | +6.1% | 4,335,526 |
| FMR LLC | +178,455 | +598.3% | 208,282 |
| D. E. Shaw & Co., Inc. | +175,737 | +160.0% | 285,593 |
| VICTORY CAPITAL MANAGEMENT INC | +159,545 | +41.3% | 545,476 |
| BOOTHBAY FUND MANAGEMENT, LLC | +154,361 | +525.9% | 183,711 |
| WELLS FARGO & COMPANY/MN | +153,486 | +31.1% | 646,672 |
| VOYA INVESTMENT MANAGEMENT LLC | +146,548 | +50.2% | 438,400 |
| PRUDENTIAL FINANCIAL INC | +145,530 | +51.9% | 425,836 |
| Corient Private Wealth LP | +144,124 | +41.6% | 490,229 |
| STATE OF WISCONSIN INVESTMENT BOARD | +143,243 | +71.1% | 344,693 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 12 West Capital Management LP | -675,000 | -37.5% | 1,125,000 |
| CSM Advisors, LLC | -492,743 | -97.1% | 14,645 |
| Nuveen, LLC | -418,844 | -36.5% | 729,187 |
| HRT FINANCIAL LP | -366,696 | -67.4% | 177,289 |
| BANK OF AMERICA CORP /DE | -359,042 | -13.1% | 2,375,093 |
| SEI INVESTMENTS CO | -308,190 | -37.4% | 516,080 |
| TWO SIGMA INVESTMENTS, LP | -302,975 | -84.6% | 55,306 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -257,332 | -7.7% | 3,086,280 |
| Jefferies Financial Group Inc. | -230,200 | -72.4% | 87,900 |
| MORGAN STANLEY | -154,144 | -5.8% | 2,501,036 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -132,204 | -12.0% | 973,430 |
| RENAISSANCE TECHNOLOGIES LLC | -131,000 | -19.8% | 532,200 |
| Quantbot Technologies LP | -109,162 | -44.5% | 136,376 |
| FRANKLIN RESOURCES INC | -77,395 | -71.1% | 31,424 |
| FIRST TRUST ADVISORS LP | -59,065 | -20.7% | 226,388 |
| Connor, Clark & Lunn Investment Man | -57,684 | -28.0% | 148,042 |
| State of New Jersey Common Pension | -55,993 | -39.3% | 86,525 |
| Engineers Gate Manager LP | -54,841 | -52.0% | 50,700 |
| SIMPLEX TRADING, LLC | -51,157 | -44.9% | 62,708 |
| Assenagon Asset Management S.A. | -47,788 | -44.0% | 60,715 |