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H&E Equipment Services, Inc.

HEESDelisted Jun 2, 2025
Industry
Services-Miscellaneous Equipment Rental & Leasing
SEC CIK
0001339605

H&E Equipment Services, Inc. was delisted on Jun 2, 2025; its insiders filed their last Form 4 on Jun 2, 2025; 249 institutions reported holding it in 13F filings for Q1 2025, worth $2.97B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in H&E Equipment Services, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
151
+5 vs. Q1 2021
Shares held
25.6M
+117.2K (+0.5%) vs. Q1 2021
Total value
$851.4M
−$116.3M (−12.0%) vs. Q1 2021
New holders
18
58 more added
Sold out
13
47 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HEES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 151 institutions
Q1 2021: 148 institutionsQ2 2021: 151 institutionsQ3 2021: 151 institutionsQ4 2021: 157 institutionsQ1 2022: 164 institutionsQ2 2022: 162 institutionsQ3 2022: 161 institutionsQ4 2022: 177 institutionsQ1 2023: 189 institutionsQ2 2023: 195 institutionsQ3 2023: 187 institutionsQ4 2023: 201 institutionsQ1 2024: 215 institutionsQ2 2024: 215 institutionsQ3 2024: 225 institutionsQ4 2024: 198 institutionsQ1 2025: 249 institutionsQ2 2025: 3 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $851.4M
Q1 2021: $976.3MQ2 2021: $851.4MQ3 2021: $912.0MQ4 2021: $1.23BQ1 2022: $1.19BQ2 2022: $806.9MQ3 2022: $781.5MQ4 2022: $1.27BQ1 2023: $1.25BQ2 2023: $1.28BQ3 2023: $1.19BQ4 2023: $1.47BQ1 2024: $1.80BQ2 2024: $1.24BQ3 2024: $1.41BQ4 2024: $1.50BQ1 2025: $2.97BQ2 2025: $296.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HEES and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20253$296.2K
Q1 2025249$2.97B
Q4 2024198$1.50B
Q3 2024225$1.41B
Q2 2024215$1.24B
Q1 2024215$1.80B
Q4 2023201$1.47B
Q3 2023187$1.19B
Q2 2023195$1.28B
Q1 2023189$1.25B
Q4 2022177$1.27B
Q3 2022161$781.5M
Q2 2022162$806.9M
Q1 2022164$1.19B
Q4 2021157$1.23B
Q3 2021151$912.0M
Q2 2021151$851.4M
Q1 2021148$976.3M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q1 2021.

Institutions holding HEES in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,056,846$101.7M0.00%+93,204+3.1%Added
Clearbridge Investments, LLC2,463,846$82.0M0.06%+4,779+0.2%Added
BlackRock Inc.2,460,303$81.9M0.00%−557,827−18.5%Reduced
Janus Henderson Group PLC1,631,554$54.3M0.02%+42,481+2.7%Added
Dimensional Fund Advisors LP1,297,168$43.2M0.01%−101,848−7.3%Reduced
Macquarie Group Ltd1,255,200$41.8M0.03%−15,979−1.3%Reduced
Granite Investment Partners, LLC916,174$30.5M0.94%+2,430+0.3%Added
Goldman Sachs Group Inc793,844$26.4M0.01%+63,793+8.7%Added
Northern Trust Corp659,599$21.9M0.00%+38,135+6.1%Added
State Street Corp648,590$21.6M0.00%+33,980+5.5%Added
Geode Capital Management, LLC540,577$18.0M0.00%+6,532+1.2%Added
Millennium Management LLC511,995$17.0M0.02%+184,586+56.4%Added
Norges Bank488,631$16.3M0.00%+129,113+35.9%Added
Morgan Stanley451,066$15.0M0.00%+155,259+52.5%Added
Bank of Montreal442,594$14.7M0.01%+100,687+29.4%Added
Bank of New York Mellon Corp433,419$14.4M0.00%+2,313+0.5%Added
Charles Schwab Investment Management Inc411,285$13.7M0.00%−44,727−9.8%Reduced
Ameriprise Financial Inc371,059$12.3M0.00%−1,211−0.3%Reduced
Arrowstreet Capital, Limited Partnership334,186$11.1M0.01%−43,383−11.5%Reduced
Driehaus Capital Management LLC325,241$10.8M0.14%−61,282−15.9%Reduced
Mirae Asset Global Investments Co., Ltd.303,232$10.1M0.03%+105,688+53.5%Added
Advisors Asset Management, Inc.295,958$9.85M0.14%+97,800+49.4%Added
Deutsche Bank AG282,857$9.41M0.00%−68,085−19.4%Reduced
Emerald Mutual Fund Advisers Trust262,635$8.74M0.29%+126,197+92.5%Added
Emerald Advisers, LLC252,732$8.41M0.31%+100,808+66.4%Added
Kennedy Capital Management, Inc.252,049$8.39M0.18%+7,803+3.2%Added
Bank of America Corp213,043$7.09M0.00%−45,609−17.6%Reduced
Two Sigma Advisers, LP201,085$6.69M0.02%−21,500−9.7%Reduced
State of Wisconsin Investment Board182,000$6.05M0.01%00.0%Unchanged
Moody Aldrich Partners LLC169,259$5.63M0.79%+112,309+197.2%Added
Victory Capital Management Inc144,410$4.80M0.00%−10,765−6.9%Reduced
Gilder Gagnon Howe & Co LLC131,647$4.38M0.02%+895+0.7%Added
Teacher Retirement System of Texas113,844$3.79M0.02%−121,629−51.7%Reduced
Geneos Wealth Management Inc.110,452$3.59M0.14%+98,500+824.1%Added
Nuveen Asset Management, LLC107,632$3.58M0.00%−42,968−28.5%Reduced
Bridgeway Capital Management, LLC105,000$3.49M0.06%00.0%Unchanged
JPMorgan Chase & Co101,322$3.37M0.00%+22,492+28.5%Added
Invesco Ltd.98,700$3.28M0.00%+6,925+7.5%Added
American Century Companies Inc98,473$3.28M0.00%+20,529+26.3%Added
New York State Common Retirement Fund89,820$2.99M0.00%+256+0.3%Added
Portolan Capital Management, LLC87,069$2.90M0.21%−59,168−40.5%Reduced
Sit Investment Associates Inc79,075$2.63M0.07%00.0%Unchanged
Atom Investors LP76,182$2.54M0.53%−68,159−47.2%Reduced
Knights of Columbus Asset Advisors LLC75,388$2.51M0.23%+752+1.0%Added
ExodusPoint Capital Management, LP75,125$2.50M0.04%+24,021+47.0%Added
Hotchkis & Wiley Capital Management LLC73,860$2.46M0.01%+8,500+13.0%Added
Swiss National Bank71,600$2.38M0.00%−2,700−3.6%Reduced
Calamos Advisors LLC63,057$2.10M0.01%−15,516−19.7%Reduced
Russell Investments Group, Ltd.62,662$2.08M0.00%−32,857−34.4%Reduced
Stifel Financial Corp60,913$2.03M0.00%+23,944+64.8%Added
D. E. Shaw & Co., Inc.60,522$2.01M0.00%−23,280−27.8%Reduced
UBS Group AG59,408$1.98M0.00%−3,142−5.0%Reduced
Susquehanna International Group, LLP57,114$1.90M0.00%+1,276+2.3%Added
Royal Bank of Canada55,417$1.84M0.00%+5,316+10.6%Added
Cozad Asset Management Inc52,650$1.75M0.28%−1,062−2.0%Reduced
California State Teachers Retirement System44,284$1.47M0.00%−3,953−8.2%Reduced
HRT Financial LP43,948$1.46M0.01%+21,557+96.3%Added
Two Sigma Investments, LP41,308$1.37M0.00%−13,355−24.4%Reduced
Assenagon Asset Management S.A.38,781$1.29M0.01%+30,894+391.7%Added
Chartwell Investment Partners, LLC38,266$1.27M0.04%+344+0.9%Added
Alliancebernstein L.P.38,130$1.27M0.00%00.0%Unchanged
Raymond James & Associates37,176$1.24M0.00%+4,935+15.3%Added
Janney Montgomery Scott LLC36,599$1.22M0.01%+1,685+4.8%Added
Raymond James Financial Services Advisors, Inc.36,100$1.20M0.00%+750+2.1%Added
New York Life Investments Alternatives35,716$1.19M0.80%+130+0.4%Added
Truist Financial Corp34,315$1.14M0.00%+233+0.7%Added
Cubist Systematic Strategies, LLC33,940$1.13M0.01%+27,356+415.5%Added
Rhumbline Advisers33,843$1.13M0.00%−18,316−35.1%Reduced
PDT Partners, LLC33,778$1.12M0.07%+1,878+5.9%Added
HN Saltoro Capital, LP33,402$1.11M1.17%+33,402New
Healthcare of Ontario Pension Plan Trust Fund33,100$1.10M0.00%+33,100New
UBS Asset Management Americas Inc32,988$1.10M0.00%+2,276+7.4%Added
Shell Asset Management Co31,622$1.05M0.02%+1,700+5.7%Added
Rinet Co LLC30,406$1.01M0.19%00.0%Unchanged
Wealthspire Advisors, LLC30,406$1.01M0.03%00.0%Unchanged
US Bancorp29,689$988.0K0.00%+29,484+14,382.4%Added
Principal Financial Group Inc28,838$959.0K0.00%−182−0.6%Reduced
Barclays PLC27,524$915.0K0.00%−22,670−45.2%Reduced
STRS Ohio27,500$914.0K0.00%+7,300+36.1%Added
Qube Research & Technologies Ltd27,323$909.0K0.01%+16,342+148.8%Added
Algert Global LLC25,830$859.0K0.29%+2,410+10.3%Added
Price T Rowe Associates Inc25,610$852.0K0.00%−2,350−8.4%Reduced
Legal & General Group Plc25,450$847.0K0.00%+831+3.4%Added
Nokomis Capital, L.L.C.25,159$837.0K0.33%+25,159New
Wells Fargo & Company23,895$796.0K0.00%−4,927−17.1%Reduced
Citadel Advisors LLC22,699$755.0K0.00%+13,105+136.6%Added
Gamco Investors, Inc. Et Al22,400$745.0K0.01%−100−0.4%Reduced
Glenmede Trust Co NA22,403$745.0K0.00%+22,403New
Parametric Portfolio Associates LLC21,252$707.0K0.00%+6,385+42.9%Added
RBF Capital, LLC20,000$665.0K0.04%00.0%Unchanged
Gilman Hill Asset Management, LLC19,779$658.0K0.17%−178,554−90.0%Reduced
Credit Suisse AG19,736$656.0K0.00%−10,251−34.2%Reduced
State Board of Administration of Florida Retirement System18,806$626.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The18,488$615.0K0.00%+380+2.1%Added
Voya Investment Management LLC18,105$602.0K0.00%−988−5.2%Reduced
American International Group, Inc.18,024$600.0K0.00%−646−3.5%Reduced
LSV Asset Management17,700$588.0K0.00%−2,500−12.4%Reduced
Envestnet Asset Management Inc16,880$562.0K0.00%+7,102+72.6%Added
SEI Investments Co16,820$560.0K0.00%+16,820New
Virginia Retirement Systems Et Al16,700$556.0K0.01%−1,400−7.7%Reduced