HE — Hawaiian Elec Inds Inc Mtn Be Com Institutional Holders · Q3 2026
Who owns Hawaiian Elec Inds Inc Mtn Be Com (HE)? 15 institutions reported holding $757,566 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RFG - Bristol Wealth Advisors, LLC ($250,535), GAMMA Investing LLC ($141,198), Byrne Asset Management LLC ($136,183).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RFG - Bristol Wealth Advisors, LLC | $250,535 | 28,024 | Trimmed |
| 2 | GAMMA Investing LLC | $141,198 | 15,794 | Trimmed |
| 3 | Byrne Asset Management LLC | $136,183 | 15,250 | Added |
| 4 | Versant Capital Management, Inc | $73,022 | 8,168 | Trimmed |
| 5 | ARMSTRONG ADVISORY GROUP, INC | $57,762 | 6,461 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $54,459 | 6,092 | Trimmed |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $33,034 | 3,695 | Added |
| 8 | Bank & Trust Co | $4,372 | 489 | Hold |
| 9 | MJT & Associates Financial Advisory Group, Inc. | $2,200 | 246 | Hold |
| 10 | Hickory Point Bank & Trust | $2,190 | 245 | Hold |
| 11 | CoreCap Advisors, LLC | $2,146 | 240 | Hold |
| 12 | Central Pacific Bank - Trust Division | $277 | 31 | Hold |
| 13 | GILPIN WEALTH MANAGEMENT, LLC | $188 | 21 | Added |
| 14 | Davis Capital Management | $0 | 0 | Exited |
| 15 | CONGRESS ASSET MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30