Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
329 institutional managers reported holding HE for the quarter ended Mar 31, 2026. Together they hold about 79% of shares outstanding; the top 10 hold 55%. 59 opened new positions; 46 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 25.75M | 14.86% | $382.1M | trimmed -8.5% | ≤2013 |
| Horizon Kinetics Asset Management LLC | 21.64M | 12.48% | $321.1M | added +11.6% | 2024 Q4 |
| Vanguard Group | 19.17M | 11.06% | $284.4M | trimmed -1.3% | ≤2013 |
| State Street | 6.82M | 3.93% | $101.2M | trimmed -2.7% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 6.21M | 3.58% | $92.2M | added +141.2% | 2024 Q4 |
| Geode Capital | 4.09M | 2.36% | $60.7M | trimmed -0.9% | ≤2013 |
| Quantinno Capital Management LP | 3.51M | 2.03% | $52.1M | added +8.3% | 2021 Q4 |
| Charles Schwab Investment Management | 3.34M | 1.93% | $49.6M | unchanged | ≤2013 |
| Bank OF America CORP /DE/ | 2.73M | 1.58% | $40.6M | added +111.6% | ≤2013 |
| Morgan Stanley | 2.66M | 1.53% | $39.4M | trimmed -26.3% | ≤2013 |
| Dimensional Fund Advisors | 2.56M | 1.48% | $38.0M | added +15.9% | ≤2013 |
| Invesco | 2.02M | 1.17% | $30.0M | added +196.1% | ≤2013 |
| 12 West Capital Management LP (focused) | 1.80M | 1.04% | $26.7M | trimmed -2.7% | 2025 Q4 |
| Northern Trust | 1.62M | 0.94% | $24.1M | added +4.9% | ≤2013 |
| Goldman Sachs | 1.51M | 0.87% | $22.5M | trimmed -5% | ≤2013 |
| UBS | 1.41M | 0.81% | $20.9M | trimmed -58.8% | ≤2013 |
| MAD River Investors (focused) | 1.32M | 0.76% | $19.5M | added +2.6% | 2024 Q4 |
| Principal Financial Group INC | 1.29M | 0.74% | $19.1M | added +56.8% | ≤2013 |
| Nuveen | 1.15M | 0.66% | $17.0M | unchanged | 2019 Q2 |
| Susquehanna International Group | 1.11M | 0.64% | $16.4M | added +41.8% | 2022 Q3 |
| BNY Mellon | 1.09M | 0.63% | $16.1M | trimmed -3.6% | ≤2013 |
| Congress Asset Management CO | 989.3k | 0.57% | $14.7M | added +27.3% | 2025 Q1 |
| SEI Investments CO | 824.3k | 0.48% | $12.2M | added +66.7% | 2025 Q2 |
| Renaissance Technologies | 663.2k | 0.38% | $9.8M | added +20.5% | 2014 Q1 |
| Legal & General Group PLC | 644.8k | 0.37% | $9.6M | trimmed -10.3% | ≤2013 |
| Public Sector Pension Investment Board | 617.5k | 0.36% | $9.2M | added +3.4% | 2025 Q4 |
| HRT Financial LP | 544.0k | 0.31% | $8.1M | opened | 2023 Q1 |
| Moors & Cabot, INC. | 528.2k | 0.30% | $7.8M | added +14.9% | 2025 Q1 |
| PDT Partners | 512.0k | 0.29% | $7.6M | added +11.7% | 2022 Q2 |
| CSM Advisors, LLC | 507.4k | 0.29% | $7.5M | trimmed -17.6% | 2025 Q2 |
| Wells Fargo & COMPANY/MN | 493.2k | 0.28% | $7.3M | added +18.7% | ≤2013 |
| Citigroup INC | 472.8k | 0.27% | $7.0M | trimmed -2.1% | ≤2013 |
| Rhumbline Advisers | 465.6k | 0.27% | $6.9M | trimmed -4.1% | ≤2013 |
| American Century Companies INC | 454.5k | 0.26% | $6.7M | added +22.5% | 2020 Q4 |
| AllianceBernstein | 390.7k | 0.23% | $5.8M | trimmed -0.9% | ≤2013 |
| Victory Capital Management INC | 385.9k | 0.22% | $5.7M | added +689.2% | 2019 Q3 |
| HighTower Advisors, LLC | 373.8k | 0.22% | $5.5M | added +378% | 2024 Q3 |
| EagleClaw Capital Managment, LLC | 370.6k | 0.21% | $5.5M | added +2% | 2025 Q2 |
| Two Sigma | 358.3k | 0.21% | $5.3M | trimmed -43.3% | 2023 Q3 |
| Stifel Financial CORP | 354.3k | 0.20% | $5.3M | trimmed -15.8% | ≤2013 |
| Corient Private Wealth LLC | 346.1k | 0.20% | $5.1M | added +107.9% | 2023 Q4 |
| GAMCO (Gabelli) | 341.7k | 0.20% | $5.1M | unchanged | ≤2013 |
| Swiss National Bank | 340.3k | 0.20% | $5.1M | unchanged | ≤2013 |
| Jefferies Financial Group INC. | 318.1k | 0.18% | $4.7M | added +106.7% | 2024 Q4 |
| Janney Montgomery Scott LLC | 313.7k | 0.18% | $4.7M | added +111.6% | 2024 Q4 |
| Royal Bank OF Canada | 301.8k | 0.17% | $4.5M | added +63% | ≤2013 |
| Osaic Holdings, INC. | 297.5k | 0.17% | $4.4M | trimmed -1.8% | 2020 Q1 |
| Allianz Asset Management GmbH | 296.3k | 0.17% | $4.4M | trimmed -64.5% | 2017 Q3 |
| Commonwealth OF Pennsylvania Public School Empls Retrmt SYS | 292.3k | 0.17% | $4.3M | trimmed -10.6% | ≤2013 |
| Voya Investment Management LLC | 291.9k | 0.17% | $4.3M | trimmed -4.2% | ≤2013 |
Largest 50 of 329 shown; the full ranked, searchable register is at boothcheck.com/holders/HE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.