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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 16,650 | $554.0K | 0.03% | +2,359+16.5% | Added |
| Wolverine Asset Management LLC | 15,415 | $512.0K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 15,000 | $499.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 14,000 | $466.0K | 0.16% | 00.0% | Unchanged |
| Shay Capital LLC | 14,000 | $466.0K | 0.11% | +14,000 | New |
| Duality Advisers, LP | 12,245 | $407.0K | 0.04% | +5,493+81.4% | Added |
| MetLife Investment Management | 12,134 | $403.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,084 | $402.0K | 0.00% | +9,616+389.6% | Added |
| Prelude Capital Management, LLC | 12,063 | $401.0K | 0.02% | −6,437−34.8% | Reduced |
| Blueshift Asset Management, LLC | 11,604 | $386.0K | 0.02% | +11,604 | New |
| Dynamic Technology Lab Private Ltd | 11,520 | $383.0K | 0.04% | +11,520 | New |
| Harvest Investment Services, LLC | 11,522 | $383.0K | 0.16% | +11,522 | New |
| Handelsbanken Fonder AB | 10,737 | $357.0K | 0.00% | +10,737 | New |
| Nisa Investment Advisors, LLC | 10,300 | $343.0K | 0.00% | −855−7.7% | Reduced |
| Metropolitan Life Insurance Co | 9,865 | $328.2K | 0.00% | +474+5.0% | Added |
| Tudor Investment Corp Et Al | 9,616 | $320.0K | 0.01% | −1,988−17.1% | Reduced |
| Squarepoint Ops LLC | 9,359 | $311.0K | 0.00% | +9,359 | New |
| Brinker Capital Investments, LLC | 8,867 | $295.0K | 0.00% | +8,867 | New |
| Arizona State Retirement System | 8,835 | $294.0K | 0.00% | −621−6.6% | Reduced |
| Virtu Financial LLC | 8,810 | $293.0K | 0.03% | +8,810 | New |
| ProShare Advisors LLC | 8,345 | $278.0K | 0.00% | −216−2.5% | Reduced |
| BTC Capital Management, Inc. | 6,515 | $216.0K | 0.02% | −2,759−29.7% | Reduced |
| KBC Group NV | 6,103 | $203.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,074 | $202.0K | 0.00% | +6,074 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,980 | $132.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,654 | $122.0K | 0.00% | −255−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,120 | $104.0K | 0.00% | −29,925−90.6% | Reduced |
| FourThought Financial, LLC | 2,850 | $94.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,694 | $90.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,531 | $84.0K | 0.00% | +39+1.6% | Added |
| Exos Asset Management LLC | 2,426 | $81.0K | 0.04% | +2,426 | New |
| Quantbot Technologies LP | 2,000 | $66.0K | 0.01% | +2,000 | New |
| Rockefeller Capital Management L.P. | 1,848 | $61.0K | 0.00% | +1,848 | New |
| Eagle Bay Advisors LLC | 1,800 | $60.0K | 0.05% | +1,800 | New |
| Thompson Siegel & Walmsley LLC | 1,775 | $59.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,543 | $51.0K | 0.00% | −20−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,390 | $46.0K | 0.00% | −1,736−55.5% | Reduced |
| Crescent Capital Consulting, LLC | 1,200 | $40.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,180 | $39.3K | 0.00% | −14,173−92.3% | Reduced |
| Acadian Asset Management LLC | 1,001 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 490 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 288 | $10.0K | 0.00% | +171+146.2% | Added |
| FMR LLC | 142 | $5.00K | 0.00% | −27,540−99.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |