Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
721 institutional managers reported holding HEI for the quarter ended Mar 31, 2026. Together they hold about 29% of shares outstanding; the top 10 hold 15%. 91 opened new positions; 115 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.11M | 2.92% | $1.13B | added +4.7% | ≤2013 |
| Vanguard Group | 3.98M | 2.82% | $1.09B | added +0.6% | ≤2013 |
| Capital International Investors | 2.66M | 1.89% | $729.9M | added +509.1% | 2020 Q1 |
| Capital Group (American Funds) | 2.36M | 1.68% | $648.5M | trimmed -49.8% | 2020 Q2 |
| State Street | 1.74M | 1.23% | $476.7M | added +11.8% | ≤2013 |
| FMR (Fidelity) | 1.52M | 1.08% | $418.0M | added +533.8% | ≤2013 |
| UBS | 1.46M | 1.03% | $399.0M | trimmed -3.6% | ≤2013 |
| Morgan Stanley | 1.02M | 0.73% | $280.8M | trimmed -3.2% | ≤2013 |
| Two Sigma | 801.1k | 0.57% | $219.7M | added +50.7% | 2015 Q3 |
| Geode Capital | 790.4k | 0.56% | $216.7M | added +3.3% | ≤2013 |
| Diamant Asset Management, INC. | 763.6k | 0.54% | $209.4M | added +25698.9% | 2017 Q4 |
| Nuveen | 751.6k | 0.53% | $206.1M | added +5.3% | 2019 Q1 |
| American Century Companies INC | 731.6k | 0.52% | $200.6M | trimmed -6.2% | 2019 Q2 |
| Federated Hermes, INC. | 609.9k | 0.43% | $167.2M | added +5.6% | 2017 Q1 |
| Charles Schwab Investment Management | 561.1k | 0.40% | $153.9M | added +3.6% | ≤2013 |
| Invesco | 506.5k | 0.36% | $138.9M | trimmed -36.8% | ≤2013 |
| Voya Investment Management LLC | 470.2k | 0.33% | $128.9M | added +13% | ≤2013 |
| Riverbridge Partners LLC | 406.2k | 0.29% | $111.4M | trimmed -31.1% | 2015 Q1 |
| Bank OF America CORP /DE/ | 369.5k | 0.26% | $101.3M | added +3.5% | ≤2013 |
| T. Rowe Price | 346.0k | 0.24% | $94.9M | added +2.7% | ≤2013 |
| Blair William & CO/IL | 336.8k | 0.24% | $92.3M | added +46.2% | ≤2013 |
| Fisher Investments | 334.5k | 0.24% | $91.7M | added +2.5% | 2014 Q1 |
| Eulav Asset Management | 322.7k | 0.23% | $88.5M | trimmed -3.3% | ≤2013 |
| Arrowstreet Capital | 311.0k | 0.22% | $85.3M | added +32.9% | 2024 Q4 |
| Balyasny Asset Management | 294.5k | 0.21% | $80.8M | trimmed -17.6% | 2022 Q3 |
| Harding Loevner LP | 287.7k | 0.20% | $78.9M | added +1.2% | 2025 Q1 |
| Northern Trust | 271.0k | 0.19% | $74.3M | added +0.7% | ≤2013 |
| Goldman Sachs | 269.8k | 0.19% | $74.0M | added +0.8% | ≤2013 |
| Marshall Wace | 239.1k | 0.17% | $65.5M | added +4.2% | 2017 Q3 |
| First Trust Advisors LP | 231.6k | 0.16% | $63.5M | added +9.8% | 2022 Q2 |
| Sanctuary Advisors, LLC | 226.2k | 0.16% | $62.0M | trimmed -9.2% | 2024 Q2 |
| Nissay Asset Management CORP /JAPAN | 210.4k | 0.15% | $57.7M | unchanged | 2018 Q4 |
| Congress Asset Management CO | 210.3k | 0.15% | $57.7M | trimmed -5.8% | 2017 Q3 |
| Panagora Asset Management INC | 206.8k | 0.15% | $56.7M | added +53.4% | 2019 Q4 |
| Dimensional Fund Advisors | 206.7k | 0.15% | $56.7M | trimmed -3.6% | ≤2013 |
| Dixon Mitchell Investment Counsel INC. | 201.4k | 0.14% | $55.2M | trimmed -1.2% | 2025 Q1 |
| Capital Research Global Investors | 200.6k | 0.14% | $55.0M | opened | 2026 Q1 |
| Fred Alger Management, LLC | 198.0k | 0.14% | $54.3M | added +1.5% | 2017 Q1 |
| Neuberger Berman Group LLC | 197.9k | 0.14% | $54.3M | trimmed -15% | 2018 Q4 |
| Renaissance Technologies | 173.5k | 0.12% | $47.6M | added +59.6% | 2025 Q3 |
| Resona Asset Management CO.,LTD. | 171.5k | 0.12% | $47.0M | added +1220% | 2024 Q1 |
| Barclays PLC | 168.6k | 0.12% | $46.2M | added +94.5% | ≤2013 |
| PFA Pension, Forsikringsaktieselskab | 168.0k | 0.12% | $46.1M | added +557% | 2025 Q4 |
| Bamco INC /NY/ | 168.0k | 0.12% | $46.1M | trimmed -5.4% | 2018 Q2 |
| Envestnet Asset Management INC | 166.4k | 0.12% | $45.6M | trimmed -4.6% | 2014 Q3 |
| Corient Private Wealth LLC | 166.4k | 0.12% | $45.6M | trimmed -39.7% | 2022 Q4 |
| NZS Capital, LLC | 162.5k | 0.12% | $44.5M | added +43.1% | 2024 Q2 |
| BNY Mellon | 156.6k | 0.11% | $42.9M | trimmed -8.2% | ≤2013 |
| BNP Paribas Financial Markets | 151.3k | 0.11% | $41.5M | trimmed -12.5% | ≤2013 |
| Royal Bank OF Canada | 148.7k | 0.10% | $40.8M | added +3.7% | ≤2013 |
Largest 50 of 721 shown; the full ranked, searchable register is at boothcheck.com/holders/HEI. 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.