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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 3 | $296.2K |
| Q1 2025 | 249 | $2.97B |
| Q4 2024 | 198 | $1.50B |
| Q3 2024 | 225 | $1.41B |
| Q2 2024 | 215 | $1.24B |
| Q1 2024 | 215 | $1.80B |
| Q4 2023 | 201 | $1.47B |
| Q3 2023 | 187 | $1.19B |
| Q2 2023 | 195 | $1.28B |
| Q1 2023 | 189 | $1.25B |
| Q4 2022 | 177 | $1.27B |
| Q3 2022 | 161 | $781.5M |
| Q2 2022 | 162 | $806.9M |
| Q1 2022 | 164 | $1.19B |
| Q4 2021 | 157 | $1.23B |
| Q3 2021 | 151 | $912.0M |
| Q2 2021 | 151 | $851.4M |
| Q1 2021 | 148 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 60,522 | $2.01M | 0.00% | −23,280−27.8% | Reduced |
| Stifel Financial Corp | 60,913 | $2.03M | 0.00% | +23,944+64.8% | Added |
| Russell Investments Group, Ltd. | 62,662 | $2.08M | 0.00% | −32,857−34.4% | Reduced |
| Calamos Advisors LLC | 63,057 | $2.10M | 0.01% | −15,516−19.7% | Reduced |
| Swiss National Bank | 71,600 | $2.38M | 0.00% | −2,700−3.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 73,860 | $2.46M | 0.01% | +8,500+13.0% | Added |
| ExodusPoint Capital Management, LP | 75,125 | $2.50M | 0.04% | +24,021+47.0% | Added |
| Knights of Columbus Asset Advisors LLC | 75,388 | $2.51M | 0.23% | +752+1.0% | Added |
| Atom Investors LP | 76,182 | $2.54M | 0.53% | −68,159−47.2% | Reduced |
| Sit Investment Associates Inc | 79,075 | $2.63M | 0.07% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 87,069 | $2.90M | 0.21% | −59,168−40.5% | Reduced |
| New York State Common Retirement Fund | 89,820 | $2.99M | 0.00% | +256+0.3% | Added |
| American Century Companies Inc | 98,473 | $3.28M | 0.00% | +20,529+26.3% | Added |
| Invesco Ltd. | 98,700 | $3.28M | 0.00% | +6,925+7.5% | Added |
| JPMorgan Chase & Co | 101,322 | $3.37M | 0.00% | +22,492+28.5% | Added |
| Bridgeway Capital Management, LLC | 105,000 | $3.49M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 107,632 | $3.58M | 0.00% | −42,968−28.5% | Reduced |
| Geneos Wealth Management Inc. | 110,452 | $3.59M | 0.14% | +98,500+824.1% | Added |
| Teacher Retirement System of Texas | 113,844 | $3.79M | 0.02% | −121,629−51.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 131,647 | $4.38M | 0.02% | +895+0.7% | Added |
| Victory Capital Management Inc | 144,410 | $4.80M | 0.00% | −10,765−6.9% | Reduced |
| Moody Aldrich Partners LLC | 169,259 | $5.63M | 0.79% | +112,309+197.2% | Added |
| State of Wisconsin Investment Board | 182,000 | $6.05M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 201,085 | $6.69M | 0.02% | −21,500−9.7% | Reduced |
| Bank of America Corp | 213,043 | $7.09M | 0.00% | −45,609−17.6% | Reduced |
| Kennedy Capital Management, Inc. | 252,049 | $8.39M | 0.18% | +7,803+3.2% | Added |
| Emerald Advisers, LLC | 252,732 | $8.41M | 0.31% | +100,808+66.4% | Added |
| Emerald Mutual Fund Advisers Trust | 262,635 | $8.74M | 0.29% | +126,197+92.5% | Added |
| Deutsche Bank AG | 282,857 | $9.41M | 0.00% | −68,085−19.4% | Reduced |
| Advisors Asset Management, Inc. | 295,958 | $9.85M | 0.14% | +97,800+49.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 303,232 | $10.1M | 0.03% | +105,688+53.5% | Added |
| Driehaus Capital Management LLC | 325,241 | $10.8M | 0.14% | −61,282−15.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 334,186 | $11.1M | 0.01% | −43,383−11.5% | Reduced |
| Ameriprise Financial Inc | 371,059 | $12.3M | 0.00% | −1,211−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 411,285 | $13.7M | 0.00% | −44,727−9.8% | Reduced |
| Bank of New York Mellon Corp | 433,419 | $14.4M | 0.00% | +2,313+0.5% | Added |
| Bank of Montreal | 442,594 | $14.7M | 0.01% | +100,687+29.4% | Added |
| Morgan Stanley | 451,066 | $15.0M | 0.00% | +155,259+52.5% | Added |
| Norges Bank | 488,631 | $16.3M | 0.00% | +129,113+35.9% | Added |
| Millennium Management LLC | 511,995 | $17.0M | 0.02% | +184,586+56.4% | Added |
| Geode Capital Management, LLC | 540,577 | $18.0M | 0.00% | +6,532+1.2% | Added |
| State Street Corp | 648,590 | $21.6M | 0.00% | +33,980+5.5% | Added |
| Northern Trust Corp | 659,599 | $21.9M | 0.00% | +38,135+6.1% | Added |
| Goldman Sachs Group Inc | 793,844 | $26.4M | 0.01% | +63,793+8.7% | Added |
| Granite Investment Partners, LLC | 916,174 | $30.5M | 0.94% | +2,430+0.3% | Added |
| Macquarie Group Ltd | 1,255,200 | $41.8M | 0.03% | −15,979−1.3% | Reduced |
| Dimensional Fund Advisors LP | 1,297,168 | $43.2M | 0.01% | −101,848−7.3% | Reduced |
| Janus Henderson Group PLC | 1,631,554 | $54.3M | 0.02% | +42,481+2.7% | Added |
| BlackRock Inc. | 2,460,303 | $81.9M | 0.00% | −557,827−18.5% | Reduced |
| Clearbridge Investments, LLC | 2,463,846 | $82.0M | 0.06% | +4,779+0.2% | Added |
| Vanguard Group Inc | 3,056,846 | $101.7M | 0.00% | +93,204+3.1% | Added |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −67,999−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −65,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −49,460−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −17,473−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,249−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |
| Pillar Pacific Capital Management LLC | – | – | – | – | Not filed |