Public record / Tickers / FHB

FHB — FIRST HAWAIIAN, INC.

Both disclosure regimes on one name: who in Congress filed about FHB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming FHB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
298
top-298 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-06-17 → filed 2025-08-13. Ranked over every FHB row by the provable lower bound, never a point estimate.

No member disclosed FHB in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FHB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FHB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$1K–$15Kamendment pending
2020-09-29Lois Frankel D–FL-22SaleTraded 09-10 +19d$1K–$15K
2020-09-29Lois Frankel D–FL-22Sale · partial (partial sale)Traded 09-08 +21d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in FHB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed FHB in the trailing 12 months.

Congress ↔ notable managers · FHB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $5.1M held
Trimming
1 Caxton Associates $913K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FIRST HAWAIIAN INC

Merged timeline of congressional filings and notable-manager moves on FHB
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+205,740 sh
2026-05-14Caxton Associates 13Ftrim−5,784 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of FHB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$403M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$212M1
3DIMENSIONAL FUND ADVISORS LP$165M1
4STATE STREET CORP$160M1
5VANGUARD CAPITAL MANAGEMENT LLC$135M1
6FMR LLC$125M1
7FULLER & THALER ASSET MANAGEMENT, INC.$118M1
8MANUFACTURERS LIFE INSURANCE COMPANY, THE$93.1M1
9AQR CAPITAL MANAGEMENT LLC$91.6M1
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$68.9M1
11AMERICAN CENTURY COMPANIES INC$68.1M1
12MORGAN STANLEY$59.8M1
13GEODE CAPITAL MANAGEMENT, LLC$55.2M1
14NORTHERN TRUST CORP$45.1M1
15Quantinno Capital Management LP$44.3M1
16UBS Group AG$42.6M1
17TWO SIGMA INVESTMENTS, LP$41.5M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$40.8M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.5M1
20ALLIANCEBERNSTEIN L.P.$39.0M1
21D. E. Shaw & Co., Inc.$37.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37.6M1
23WELLS FARGO & COMPANY/MN$36.6M1
24Bank of New York Mellon Corp$28.4M1
25BANK OF AMERICA CORP /DE/$26.8M1
26CRAWFORD INVESTMENT COUNSEL INC$25.6M1
27RAYMOND JAMES FINANCIAL INC$21.9M1
28WELLINGTON MANAGEMENT GROUP LLP$19.1M1
29VANGUARD FIDUCIARY TRUST CO$18.8M1
30Qube Research & Technologies Ltd$16.3M1
31FIRST TRUST ADVISORS LP$15.2M1
32PRINCIPAL FINANCIAL GROUP INC$14.6M1
33Invesco Ltd.$11.6M1
34SEI INVESTMENTS CO$11.4M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$10.8M1
36Nuveen, LLC$10.3M1
37Y-Intercept (Hong Kong) Ltd$10.1M1
38Granite Investment Partners, LLC$9.6M1
39VICTORY CAPITAL MANAGEMENT INC$9.0M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.4M1
41AMERIPRISE FINANCIAL INC$7.7M1
42BARCLAYS PLC$7.4M1
43WINTON GROUP Ltd$7.4M1
44RHUMBLINE ADVISERS$7.4M1
45Legal & General Group Plc$6.9M1
46ExodusPoint Capital Management, LP$6.8M1
47Numerai GP LLC$6.2M1
48RENAISSANCE TECHNOLOGIES LLC$6.1M1
49Swiss National Bank$6.1M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.0M1
51ENVESTNET ASSET MANAGEMENT INC$5.4M1
52FRANKLIN RESOURCES INC$5.4M1
53Bridgewater Associates, LP$5.1M1
54Edgestream Partners, L.P.$4.9M1
55REGIONS FINANCIAL CORP$4.8M1
56Schonfeld Strategic Advisors LLC$4.7M1
57Creative Planning$4.4M1
58Connor, Clark & Lunn Investment Management Ltd.$4.3M1
59LPL Financial LLC$3.9M1
60Callan Family Office, LLC$3.9M1
61Rafferty Asset Management, LLC$3.8M1
62CITIGROUP INC$3.7M1
63ROYAL BANK OF CANADA$3.7M1
64Man Group plc$3.5M1
65CITADEL ADVISORS LLC$3.5M1
66FIFTH THIRD BANCORP$3.0M1
67NEW YORK STATE COMMON RETIREMENT FUND$2.9M1
68Trexquant Investment LP$2.8M1
69PRUDENTIAL FINANCIAL INC$2.8M1
70VANGUARD ASSET MANAGEMENT, Ltd$2.7M1
71Cerity Partners LLC$2.7M1
72STIFEL FINANCIAL CORP$2.7M1
73MILLENNIUM MANAGEMENT LLC$2.6M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.5M1
75Quantbot Technologies LP$2.5M1
76&PARTNERS$2.4M1
77Pathstone Holdings, LLC$2.3M1
78NISA INVESTMENT ADVISORS, LLC$2.2M1
79Summit Trail Advisors, LLC$2.1M1
80NewEdge Wealth, LLC$2.0M1
81Vestmark Advisory Solutions, Inc.$2.0M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
83Focus Partners Wealth$1.9M1
84HSBC HOLDINGS PLC$1.8M1
85Vanguard Global Advisers, LLC$1.8M1
86PICTON MAHONEY ASSET MANAGEMENT$1.8M1
87AXQ CAPITAL, LP$1.7M1
88Zurcher Kantonalbank (Zurich Cantonalbank)$1.7M1
89Illinois Municipal Retirement Fund$1.6M1
90Mariner, LLC$1.5M1
91Corient Private Wealth LLC$1.4M1
92Oak Thistle LLC$1.4M1
93Janus Henderson Group Ltd.$1.3M1
94Caprock Group, LLC$1.3M1
95CWM, LLC$1.3M1
96VOYA INVESTMENT MANAGEMENT LLC$1.3M1
97Crossmark Global Holdings, Inc.$1.3M1
98MERCER GLOBAL ADVISORS INC /ADV$1.2M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
100Orion Porfolio Solutions, LLC$1.2M1
101Verition Fund Management LLC$1.1M1
102Integrated Quantitative Investments LLC$1.1M1
103EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$1.0M1
105DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.0M1
106TD Waterhouse Canada Inc.$992K1
107Atria Investments, Inc$973K1
108COMMONWEALTH EQUITY SERVICES, LLC$959K1
109PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$945K1
110Vanguard Investments Australia, Ltd.$913K1
111CAXTON ASSOCIATES LLP$913K1
112Arizona State Retirement System$837K1
113YOUSIF CAPITAL MANAGEMENT, LLC$811K1
114MACKENZIE FINANCIAL CORP$777K1
115OCCUDO QUANTITATIVE STRATEGIES LP$777K1
116COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$748K1
117Federation des caisses Desjardins du Quebec$746K1
118Retirement Planning Group, LLC$717K1
119Squarepoint Ops LLC$693K1
120SummerHaven Investment Management, LLC$692K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$690K1
122KLP KAPITALFORVALTNING AS$678K1
123Diversified Trust Co$664K1
124EVOLVE PRIVATE WEALTH, LLC$643K1
125Maryland State Retirement & Pension System$623K1
126CHOREO, LLC$622K1
127COMMERCE BANK$607K1
128QUADRANT CAPITAL GROUP LLC$600K1
129OneDigital Investment Advisors LLC$564K1
130Curated Wealth Partners LLC$536K1
131Amundi$531K1
132ARS Investment Partners, LLC$517K1
133Impact Capital Partners LLC$511K1
134Perbak Capital Partners LLP$500K1
135OPPENHEIMER ASSET MANAGEMENT INC.$477K1
136Ashton Thomas Private Wealth, LLC$461K1
137Pictet Asset Management Holding SA$459K1
138Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$454K1
139Chicago Partners Investment Group LLC$438K1
140J.W. COLE ADVISORS, INC.$425K1
141New Age Alpha Advisors, LLC$422K1
142M&T BANK CORP$413K1
143Baker Avenue Asset Management, LP$409K1
144HB Wealth Management, LLC$394K1
145Kera Capital Partners, Inc.$391K1
146TWINBEECH CAPITAL LP$391K1
147CANADA PENSION PLAN INVESTMENT BOARD$382K1
148Apollon Wealth Management, LLC$381K1
149D.A. DAVIDSON & CO.$372K1
150GTS SECURITIES LLC$370K1
151Sanctuary Advisors, LLC$368K1
152Sequoia Financial Advisors, LLC$365K1
153BANK OF MONTREAL /CAN/$362K1
154GLENMEDE TRUST CO NA$361K1
155MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$346K1
156Commerce Advisors, LLC$339K1
157Merit Financial Group, LLC$336K1
158World Investment Advisors$332K1
159EntryPoint Capital, LLC$327K1
160OSAIC HOLDINGS, INC.$309K1
161Calamos Advisors LLC$302K1
162Calamos Wealth Management LLC$302K1
163Vanguard Personalized Indexing Management, LLC$302K1
164STATE OF WISCONSIN INVESTMENT BOARD$296K1
165DEUTSCHE BANK AG\$295K1
166CIBC Asset Management Inc$290K1
167XTX Topco Ltd$276K1
168HUB Investment Partners, LLC$276K1
169Cetera Investment Advisers$274K1
170CHILDRESS CAPITAL ADVISORS, LLC$273K1
171Savant Capital, LLC$270K1
172IEQ CAPITAL, LLC$268K1
173TEACHER RETIREMENT SYSTEM OF TEXAS$264K1
174O'SHAUGHNESSY ASSET MANAGEMENT, LLC$258K1
175Marin Bay Wealth Advisors, LLC$256K1
176Bayforest Capital Ltd$255K1
177BALYASNY ASSET MANAGEMENT L.P.$252K1
178Cambria Investment Management, L.P.$250K1
179Elo Mutual Pension Insurance Co$250K1
180Sagewood Asset Management LP$249K1
181Steward Partners Investment Advisory, LLC$246K1
182BOOTHBAY FUND MANAGEMENT, LLC$241K1
183Ensign Peak Advisors, Inc$237K1
184Frec Markets, Inc.$236K1
185Brooklyn Investment Group$236K1
186BENJAMIN EDWARDS INC$227K1
187HighTower Advisors, LLC$226K1
188XPONANCE LLC$226K1
189Odyssean, LLC$222K1
190PROFUND ADVISORS LLC$211K1
191JANE STREET GROUP, LLC$204K1
192Parkside Financial Bank & Trust$168K1
193SIGNATUREFD, LLC$158K1
194US BANCORP \DE\$157K1
195Tower Research Capital LLC (TRC)$136K1
196Sterling Capital Management LLC$102K1
197Pinnacle Wealth Planning Services, Inc.$78.9K1
198Allworth Financial LP$73.9K1
199Aster Capital Management (DIFC) Ltd$67.9K1
200Ancora Advisors LLC$67.8K1
201Blue Trust, Inc.$59.4K1
202BNP Paribas Asset Management Holding S.A.$53.0K1
203MetLife Investment Management, LLC$49.8K1
204Quarry LP$49.6K1
205Smartleaf Asset Management LLC$48.5K1
206Larson Financial Group LLC$41.8K1
207MAI Capital Management$38.8K1
208NOMURA ASSET MANAGEMENT CO LTD$35.2K1
209Rockefeller Capital Management L.P.$30.2K1
210True Wealth Design, LLC$26.7K1
211Arax Advisory Partners$26.1K1
212Salomon & Ludwin, LLC$20.9K1
213ACADIAN ASSET MANAGEMENT LLC$15.4K1
214UMB Bank, n.a.$12.9K1
215SITTNER & NELSON, LLC$12.3K1
216Atlantic Union Bankshares Corp$9.5K1
217MEEDER ASSET MANAGEMENT INC$7.9K1
218NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.4K1
219Keating Financial Advisory Services, Inc.$7.1K1
220Physician Wealth Advisors, Inc.$6.1K1
221JPL Wealth Management, LLC$5.9K1
222ELEVATION WEALTH PARTNERS, LLC$4.8K1
223ASSETMARK, INC$4.6K1
224SJS Investment Consulting Inc.$4.5K1
225HARBOR CAPITAL ADVISORS, INC.$4.4K1
226CVA Family Office, LLC$3.8K1
227JFS WEALTH ADVISORS, LLC$3.1K1
228Kilter Group LLC$3.0K1
229SBI Securities Co., Ltd.$2.7K1
230CANADA LIFE ASSURANCE Co$2.7K1
231DANSKE BANK A/S$2.5K1
232GROUP ONE TRADING LLC$2.5K1
233Sapience Investments, LLC$2.4K1
234PRIVATE TRUST CO NA$2.3K1
235THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
236FARMERS & MERCHANTS INVESTMENTS INC$1.7K1
237State of Alaska, Department of Revenue$1.6K1
238WPG Advisers, LLC$1.6K1
239Treasurer of the State of North Carolina$1.3K1
240NBT BANK, N.A.$1.0K1
241AMALGAMATED BANK$9241
242Olstein Capital Management, L.P.$9121
243FINANCIAL CONSULATE, INC$8881
244NATIXIS ADVISORS, LLC$8391
245SkyView Investment Advisors, LLC$8181
246TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7741
247ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7641
248DiNuzzo Private Wealth, Inc.$6661
249Elevated Capital Advisors, LLC$6411
250NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6081
251GSA CAPITAL PARTNERS LLP$5731
252Prestige Wealth Management Group LLC$4191
253PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3701
254Rialto Wealth Management, LLC$3701
255Cromwell Holdings LLC$3451
256GILPIN WEALTH MANAGEMENT, LLC$2961
257HFM Investment Advisors, LLC$2221
258Caitong International Asset Management Co., Ltd$1971
259BARTLETT & CO. WEALTH MANAGEMENT LLC$1631
260KBC Group NV$1261
261SouthState Bank Corp$1241
262GHP Investment Advisors, Inc.$1241
263Vermillion Wealth Management, Inc.$991
264Ankerstar Wealth, LLC$991
265MV CAPITAL MANAGEMENT, INC.$741
266Navigoe, LLC$11
267TRUIST FINANCIAL CORP$01
268Jefferies Financial Group Inc.$01
269VANGUARD GROUP INC$01
270Brandywine Global Investment Management, LLC$01
271Clearstead Advisors, LLC$01
272COMERICA BANK$01
273VIRGINIA RETIREMENT SYSTEMS ET Al$01
274CIBC Private Wealth Group LLC$01
275Weiss Asset Management LP$01
276Hillsdale Investment Management Inc.$01
277NORGES BANK$01
278Ballentine Partners, LLC$01
279Ruffer LLP$01
280TWO SIGMA ADVISERS, LP$01
281Brevan Howard Capital Management LP$01
282Westside Investment Management, Inc.$01
283VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
284Engineers Gate Manager LP$01
285Global Retirement Partners, LLC$01
286Ethic Inc.$01
287Aquatic Capital Management LLC$01
288Jackson Creek Investment Advisors LLC$01
289Ascentis Independent Advisors$01
290AlphaQuest LLC$01
291NorthCrest Asset Manangement, LLC$01
292Quantum Private Wealth, LLC$01
293Dunhill Financial, LLC$01
294Impact Partnership Wealth, LLC$01
295LECAP ASSET MANAGEMENT LTD$01
296Private Wealth Management Group, LLC$01
297Fieldview Capital Management, LLC$01
298Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 298 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FHB

RETAINED WINDOW · ACTIVE HITS

Zero hits on FHB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for FHB · financials and macro

Financials — as filed PLANNED

FHB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FHB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing