298 tracked 13F filers disclose a position in HE as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $382.1M | 25.7M | ▼−8.5% Reduced · −2.4M sh | Q1 2026 | |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | $303.0M | 22.4M | ▲+3.5% Added · +760K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.3M | 10.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $110.6M | 7.5M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $97.2M | 7.2M | ▲+5.3% Added · +365K sh | Q2 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 6.2M | ▼−7.3% Reduced · −487K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $58.7M | 4.3M | ▲+6.1% Added · +248K sh | Q2 2026 | |
| 8 | Quantinno Capital Management LP | $52.1M | 3.5M | ▲+8.3% Added · +271K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.6M | 3.3M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $40.6M | 2.7M | ▲+112% Added · +1.4M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $39.4M | 2.7M | ▼−26% Reduced · −946K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $38.0M | 2.6M | ▲+16% Added · +352K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $24.1M | 1.6M | ▲+4.9% Added · +76K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $22.5M | 1.5M | ▼−5.0% Reduced · −79K sh | Q1 2026 | |
| 15 | MAD RIVER INVESTORS | $17.9M | 1.3M | ▲+0.4% Added · +5K sh | Q2 2026 | |
| 16 | PRINCIPAL FINANCIAL GROUP INC | $19.1M | 1.3M | ▲+57% Added · +467K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $17.0M | 1.1M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 18 | 12 West Capital Management LP | $15.2M | 1.1M | ▼−38% Reduced · −675K sh | Q2 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $16.5M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.4M | 1.1M | ▲+66% Added · +438K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $16.1M | 1.1M | ▼−3.6% Reduced · −40K sh | Q1 2026 | |
| 22 | UBS Group AG | $14.9M | 1.0M | ▼−67% Reduced · −2.0M sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $14.8M | 1.0M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 24 | CONGRESS ASSET MANAGEMENT CO | $14.7M | 989K | ▲+27% Added · +212K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $12.2M | 824K | ▲+67% Added · +330K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in HE and 30 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 163 funds | $168.6B |
| NVIDIA CORPNVDA | 162 funds | $335.5B |
| APPLE INCAAPL | 162 funds | $251.8B |
| MICROSOFT CORPMSFT | 162 funds | $232.7B |
| META PLATFORMS INC-CLASS AMETA | 162 funds | $92.8B |
| ALPHABET INC-CL AGOOGL | 160 funds | $136.5B |
| ELI LILLY & COLLY | 160 funds | $63.8B |
| CHEVRON CORPCVX | 160 funds | $25.7B |
| ALPHABET INC-CL CGOOG | 159 funds | $107.1B |
| VISA INC-CLASS A SHARESV | 157 funds | $49.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 157 funds | $31.0B |
| BANK OF AMERICA CORPBAC | 157 funds | $26.2B |
Ranked by how many of HE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2023 | RUSSELL KEITH P | Director | Sell (S) | 10K | $392K |
| May 19, 2022 | Hazelton Gregory C | EVP & CFO | Sell (S) | 22K | $930K |
| Dec 15, 2021 | LAU CONSTANCE H | President & CEO, Director | Sell (S) | 31K | $1.3M |
| Dec 14, 2021 | LAU CONSTANCE H | President & CEO, Director | Sell (S) | 4K | $166K |
| May 13, 2021 | Hazelton Gregory C | EVP & CFO | Sell (S) | 409 | $18K |
| May 13, 2021 | Hazelton Gregory C | EVP & CFO | Sell (S) | 100 | $4K |
| May 13, 2021 | Hazelton Gregory C | EVP & CFO | Sell (S) | 3K | $129K |
| May 13, 2021 | Hazelton Gregory C | EVP & CFO | Sell (S) | 4 | $179 |
| Jun 3, 2020 | Hazelton Gregory C | EVP & CFO | Sell (S) | 2K | $66K |
| Jun 3, 2020 | Hazelton Gregory C | EVP & CFO | Sell (S) | 100 | $4K |
| Jun 3, 2020 | Hazelton Gregory C | EVP & CFO | Sell (S) | 2K | $92K |
| Jun 3, 2020 | Hazelton Gregory C | EVP & CFO | Sell (S) | 900 | $36K |
Connected entities for HE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HE/capital-change-brief"
Use Arkolith's capital_change_brief for HE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.