HEI Institutional Ownership
Top institutional (13F) holders of HEI and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
59
Institutional value
$9.12B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 4.3% | Aug 7, 2026 | $1.56B |
| T. Rowe Price Associates, Inc.investment advisor | 2.3% | Aug 14, 2026 | $1.14B |
| Vanguard Portfolio Managementinvestment advisor | 2.8% | Aug 13, 2026 | $1.02B |
| STATE STREET CORPORATIONholding company | 1.2% | Sep 22, 2026 | $597.28M |
| Capital World Investorsinvestment advisor | 1.2% | Aug 12, 2026 | $594.54M |
| FMR LLCinvestment advisor | 1.0% | Aug 13, 2026 | $515.73M |
| Vanguard Capital Managementinvestment advisor | 1.0% | Aug 13, 2026 | $494.86M |
| UBS Group AGbank | 1.0% | Aug 13, 2026 | $487.98M |
| Norges Bankother | 1.0% | Aug 12, 2026 | $355.11M |
| FRED ALGER MANAGEMENT, LLCinvestment advisor | 0.8% | Aug 14, 2026 | $271.77M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 0.6% | Nov 6, 2026 | $237M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 0.4% | Aug 14, 2026 | $214.44M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.6% | Aug 14, 2026 | $201.69M |
| BALYASNY ASSET MANAGEMENT L.P.investment advisor | 0.4% | Aug 14, 2026 | $201.29M |
| MORGAN STANLEYholding company | 0.5% | Aug 13, 2026 | $190.88M |
| Invesco Ltd.holding company | 0.3% | Aug 14, 2026 | $172.65M |
| BANK OF AMERICA CORP /DE/holding company | 0.3% | Aug 14, 2026 | $147.86M |
| Capital International Investorsinvestment advisor | 0.4% | Aug 12, 2026 | $131.11M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.3% | Aug 14, 2026 | $127.75M |
| NORTHERN TRUST CORPinvestment advisor | 0.3% | Aug 13, 2026 | $124.52M |
| Fisher Asset Management, LLCinvestment advisor | 0.3% | Nov 6, 2026 | $119.14M |
| MARKEL GROUP INC.holding company | 0.3% | Oct 30, 2026 | $86.68M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisor | 0.1% | Aug 13, 2026 | $74.25M |
| Dimensional Fund Advisors LPinvestment advisor | 0.2% | Nov 4, 2026 | $66.84M |
| MARSHALL WACE, LLPinvestment advisor | 0.2% | Aug 13, 2026 | $66.53M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORSinvestment advisorwith PRINCIPAL FUNDS, INC. | SC 13G/A | 8.6% | Aug 5, 2026 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 5.6% | Apr 30, 2026 |
| T. Rowe Price Associates, Inc.investment advisor | SC 13G | 5.8% | Aug 14, 2026 |
| Capital International Investorsinvestment advisor | SC 13G | 5.1% | May 14, 2026 |
| BlackRock, Inc.holding company | SC 13G/A | 5.1% | Apr 17, 2025 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.