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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
Captrust Financial Advisors11$00.00%00.0%Unchanged
First Horizon Corp44$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC27$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC34$1.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc50$2.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$3.00K0.00%00.0%Unchanged
FMR LLC142$5.00K0.00%−27,540−99.5%Reduced
Harbour Investments, Inc.300$10.0K0.00%00.0%Unchanged
Parallel Advisors, LLC288$10.0K0.00%+171+146.2%Added
IMA Wealth, Inc.490$16.0K0.00%00.0%Unchanged
Acadian Asset Management LLC1,001$33.0K0.00%00.0%Unchanged
Whittier Trust Co1,000$33.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,180$39.3K0.00%−14,173−92.3%Reduced
Crescent Capital Consulting, LLC1,200$40.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,390$46.0K0.00%−1,736−55.5%Reduced
The PNC Financial Services Group, Inc.1,543$51.0K0.00%−20−1.3%Reduced
Thompson Siegel & Walmsley LLC1,775$59.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC1,800$60.0K0.05%+1,800New
Rockefeller Capital Management L.P.1,848$61.0K0.00%+1,848New
Quantbot Technologies LP2,000$66.0K0.01%+2,000New
Exos Asset Management LLC2,426$81.0K0.04%+2,426New
Great West Life Assurance Co2,531$84.0K0.00%+39+1.6%Added
Ameritas Investment Partners, Inc.2,694$90.0K0.00%00.0%Unchanged
FourThought Financial, LLC2,850$94.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,120$104.0K0.00%−29,925−90.6%Reduced
Public Employees Retirement System of Ohio3,654$122.0K0.00%−255−6.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,980$132.0K0.00%00.0%Unchanged
Amalgamated Bank6,074$202.0K0.00%+6,074New
KBC Group NV6,103$203.0K0.00%00.0%Unchanged
BTC Capital Management, Inc.6,515$216.0K0.02%−2,759−29.7%Reduced
ProShare Advisors LLC8,345$278.0K0.00%−216−2.5%Reduced
Virtu Financial LLC8,810$293.0K0.03%+8,810New
Arizona State Retirement System8,835$294.0K0.00%−621−6.6%Reduced
Brinker Capital Investments, LLC8,867$295.0K0.00%+8,867New
Squarepoint Ops LLC9,359$311.0K0.00%+9,359New
Tudor Investment Corp Et Al9,616$320.0K0.01%−1,988−17.1%Reduced
Metropolitan Life Insurance Co9,865$328.2K0.00%+474+5.0%Added
Nisa Investment Advisors, LLC10,300$343.0K0.00%−855−7.7%Reduced
Handelsbanken Fonder AB10,737$357.0K0.00%+10,737New
Dynamic Technology Lab Private Ltd11,520$383.0K0.04%+11,520New
Harvest Investment Services, LLC11,522$383.0K0.16%+11,522New
Blueshift Asset Management, LLC11,604$386.0K0.02%+11,604New
Prelude Capital Management, LLC12,063$401.0K0.02%−6,437−34.8%Reduced
Citigroup Inc12,084$402.0K0.00%+9,616+389.6%Added
MetLife Investment Management12,134$403.7K0.00%00.0%Unchanged
Duality Advisers, LP12,245$407.0K0.04%+5,493+81.4%Added
Investors Research Corp14,000$466.0K0.16%00.0%Unchanged
Shay Capital LLC14,000$466.0K0.11%+14,000New
Angeles Investment Advisors, LLC15,000$499.0K0.03%00.0%Unchanged
Wolverine Asset Management LLC15,415$512.0K0.00%00.0%Unchanged
Independent Advisor Alliance16,650$554.0K0.03%+2,359+16.5%Added
Virginia Retirement Systems Et Al16,700$556.0K0.01%−1,400−7.7%Reduced
SEI Investments Co16,820$560.0K0.00%+16,820New
Envestnet Asset Management Inc16,880$562.0K0.00%+7,102+72.6%Added
LSV Asset Management17,700$588.0K0.00%−2,500−12.4%Reduced
American International Group, Inc.18,024$600.0K0.00%−646−3.5%Reduced
Voya Investment Management LLC18,105$602.0K0.00%−988−5.2%Reduced
Manufacturers Life Insurance Company, The18,488$615.0K0.00%+380+2.1%Added
State Board of Administration of Florida Retirement System18,806$626.0K0.00%00.0%Unchanged
Credit Suisse AG19,736$656.0K0.00%−10,251−34.2%Reduced
Gilman Hill Asset Management, LLC19,779$658.0K0.17%−178,554−90.0%Reduced
RBF Capital, LLC20,000$665.0K0.04%00.0%Unchanged
Parametric Portfolio Associates LLC21,252$707.0K0.00%+6,385+42.9%Added
Gamco Investors, Inc. Et Al22,400$745.0K0.01%−100−0.4%Reduced
Glenmede Trust Co NA22,403$745.0K0.00%+22,403New
Citadel Advisors LLC22,699$755.0K0.00%+13,105+136.6%Added
Wells Fargo & Company23,895$796.0K0.00%−4,927−17.1%Reduced
Nokomis Capital, L.L.C.25,159$837.0K0.33%+25,159New
Legal & General Group Plc25,450$847.0K0.00%+831+3.4%Added
Price T Rowe Associates Inc25,610$852.0K0.00%−2,350−8.4%Reduced
Algert Global LLC25,830$859.0K0.29%+2,410+10.3%Added
Qube Research & Technologies Ltd27,323$909.0K0.01%+16,342+148.8%Added
STRS Ohio27,500$914.0K0.00%+7,300+36.1%Added
Barclays PLC27,524$915.0K0.00%−22,670−45.2%Reduced
Principal Financial Group Inc28,838$959.0K0.00%−182−0.6%Reduced
US Bancorp29,689$988.0K0.00%+29,484+14,382.4%Added
Rinet Co LLC30,406$1.01M0.19%00.0%Unchanged
Wealthspire Advisors, LLC30,406$1.01M0.03%00.0%Unchanged
Shell Asset Management Co31,622$1.05M0.02%+1,700+5.7%Added
UBS Asset Management Americas Inc32,988$1.10M0.00%+2,276+7.4%Added
Healthcare of Ontario Pension Plan Trust Fund33,100$1.10M0.00%+33,100New
HN Saltoro Capital, LP33,402$1.11M1.17%+33,402New
PDT Partners, LLC33,778$1.12M0.07%+1,878+5.9%Added
Rhumbline Advisers33,843$1.13M0.00%−18,316−35.1%Reduced
Cubist Systematic Strategies, LLC33,940$1.13M0.01%+27,356+415.5%Added
Truist Financial Corp34,315$1.14M0.00%+233+0.7%Added
New York Life Investments Alternatives35,716$1.19M0.80%+130+0.4%Added
Raymond James Financial Services Advisors, Inc.36,100$1.20M0.00%+750+2.1%Added
Janney Montgomery Scott LLC36,599$1.22M0.01%+1,685+4.8%Added
Raymond James & Associates37,176$1.24M0.00%+4,935+15.3%Added
Alliancebernstein L.P.38,130$1.27M0.00%00.0%Unchanged
Chartwell Investment Partners, LLC38,266$1.27M0.04%+344+0.9%Added
Assenagon Asset Management S.A.38,781$1.29M0.01%+30,894+391.7%Added
Two Sigma Investments, LP41,308$1.37M0.00%−13,355−24.4%Reduced
HRT Financial LP43,948$1.46M0.01%+21,557+96.3%Added
California State Teachers Retirement System44,284$1.47M0.00%−3,953−8.2%Reduced
Cozad Asset Management Inc52,650$1.75M0.28%−1,062−2.0%Reduced
Royal Bank of Canada55,417$1.84M0.00%+5,316+10.6%Added
Susquehanna International Group, LLP57,114$1.90M0.00%+1,276+2.3%Added
UBS Group AG59,408$1.98M0.00%−3,142−5.0%Reduced