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, Q3 2021
Institutional positions in H&E Equipment Services, Inc. as of Sep 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
- +1 vs. Q2 2021
- Shares held
- 26.3M
- +670.9K (+2.6%) vs. Q2 2021
- Total value
- $912.0M
- +$60.6M (+7.1%) vs. Q2 2021
- New holders
- 26
- 47 more added
- Sold out
- 25
- 50 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,058,728 | $106.2M | 0.00% | +1,882+0.1% | Added |
| Clearbridge Investments, LLC | 2,474,716 | $85.9M | 0.06% | +10,870+0.4% | Added |
| BlackRock Inc. | 2,366,730 | $82.2M | 0.00% | −93,573−3.8% | Reduced |
| Janus Henderson Group PLC | 1,654,399 | $57.4M | 0.03% | +22,845+1.4% | Added |
| Dimensional Fund Advisors LP | 1,289,198 | $44.8M | 0.01% | −7,970−0.6% | Reduced |
| Macquarie Group Ltd | 1,252,807 | $43.5M | 0.04% | −2,393−0.2% | Reduced |
| Granite Investment Partners, LLC | 890,567 | $30.9M | 0.96% | −25,607−2.8% | Reduced |
| Goldman Sachs Group Inc | 786,686 | $27.3M | 0.01% | −7,158−0.9% | Reduced |
| Northern Trust Corp | 664,515 | $23.1M | 0.00% | +4,916+0.7% | Added |
| State Street Corp | 648,185 | $22.5M | 0.00% | −405−0.1% | Reduced |
| Geode Capital Management, LLC | 545,814 | $18.9M | 0.00% | +5,237+1.0% | Added |
| Bank of New York Mellon Corp | 444,332 | $15.4M | 0.00% | +10,913+2.5% | Added |
| Bank of Montreal | 423,808 | $15.1M | 0.01% | −18,786−4.2% | Reduced |
| Penn Capital Management Co Inc | 425,865 | $14.8M | 1.49% | +425,865 | New |
| Charles Schwab Investment Management Inc | 413,168 | $14.3M | 0.00% | +1,883+0.5% | Added |
| Advisors Asset Management, Inc. | 377,701 | $13.1M | 0.20% | +81,743+27.6% | Added |
| New York State Common Retirement Fund | 368,205 | $12.8M | 0.01% | +278,385+309.9% | Added |
| Citadel Advisors LLC | 367,443 | $12.8M | 0.01% | +344,744+1,518.8% | Added |
| Ameriprise Financial Inc | 363,229 | $12.6M | 0.00% | −7,830−2.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 359,141 | $12.5M | 0.03% | +55,909+18.4% | Added |
| Millennium Management LLC | 354,077 | $12.3M | 0.02% | −157,918−30.8% | Reduced |
| Kennedy Capital Management, Inc. | 341,797 | $11.9M | 0.27% | +89,748+35.6% | Added |
| Norges Bank | 320,866 | $11.1M | 0.00% | −167,765−34.3% | Reduced |
| SG Capital Management LLC | 292,839 | $10.2M | 4.33% | +292,839 | New |
| Victory Capital Management Inc | 275,807 | $9.57M | 0.01% | +131,397+91.0% | Added |
| Emerald Advisers, LLC | 261,292 | $9.07M | 0.33% | +8,560+3.4% | Added |
| Deutsche Bank AG | 243,263 | $8.44M | 0.00% | −39,594−14.0% | Reduced |
| Two Sigma Advisers, LP | 208,085 | $7.22M | 0.02% | +7,000+3.5% | Added |
| Morgan Stanley | 204,969 | $7.12M | 0.00% | −246,097−54.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 203,219 | $7.05M | 0.49% | +203,219 | New |
| Bank of America Corp | 199,297 | $6.92M | 0.00% | −13,746−6.5% | Reduced |
| Moody Aldrich Partners LLC | 197,234 | $6.85M | 0.87% | +27,975+16.5% | Added |
| State of Wisconsin Investment Board | 182,000 | $6.32M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 178,092 | $6.18M | 0.03% | +139,311+359.2% | Added |
| Bokf, NA | 174,540 | $6.06M | 0.10% | +174,540 | New |
| Gilder Gagnon Howe & Co LLC | 130,742 | $4.54M | 0.02% | −905−0.7% | Reduced |
| Balyasny Asset Management LLC | 127,869 | $4.44M | 0.02% | +127,869 | New |
| Geneos Wealth Management Inc. | 110,452 | $3.96M | 0.15% | 00.0% | Unchanged |
| American Century Companies Inc | 109,881 | $3.81M | 0.00% | +11,408+11.6% | Added |
| Emerald Mutual Fund Advisers Trust | 108,091 | $3.75M | 0.13% | −154,544−58.8% | Reduced |
| Portolan Capital Management, LLC | 105,321 | $3.66M | 0.27% | +18,252+21.0% | Added |
| Invesco Ltd. | 105,161 | $3.65M | 0.00% | +6,461+6.5% | Added |
| Bridgeway Capital Management, LLC | 105,000 | $3.65M | 0.07% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 104,003 | $3.55M | 0.00% | −3,629−3.4% | Reduced |
| Neuberger Berman Group LLC | 103,647 | $3.53M | 0.00% | +103,647 | New |
| Moore Capital Management, LP | 85,298 | $2.96M | 0.06% | +85,298 | New |
| Stifel Financial Corp | 82,804 | $2.87M | 0.00% | +21,891+35.9% | Added |
| Sit Investment Associates Inc | 79,075 | $2.75M | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 78,402 | $2.72M | 0.01% | +37,094+89.8% | Added |
| Knights of Columbus Asset Advisors LLC | 75,671 | $2.63M | 0.24% | +283+0.4% | Added |
| Swiss National Bank | 71,600 | $2.48M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 71,280 | $2.47M | 0.01% | −2,580−3.5% | Reduced |
| JPMorgan Chase & Co | 60,366 | $2.10M | 0.00% | −40,956−40.4% | Reduced |
| Royal Bank of Canada | 56,188 | $1.95M | 0.00% | +771+1.4% | Added |
| UBS Group AG | 53,952 | $1.87M | 0.00% | −5,456−9.2% | Reduced |
| Cozad Asset Management Inc | 52,760 | $1.83M | 0.29% | +110+0.2% | Added |
| ExodusPoint Capital Management, LP | 45,215 | $1.57M | 0.02% | −29,910−39.8% | Reduced |
| Federated Hermes, Inc. | 44,787 | $1.55M | 0.00% | +44,787 | New |
| California State Teachers Retirement System | 43,907 | $1.52M | 0.00% | −377−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 40,672 | $1.41M | 0.00% | −19,850−32.8% | Reduced |
| Atom Investors LP | 39,715 | $1.38M | 0.27% | −36,467−47.9% | Reduced |
| Parametric Portfolio Associates LLC | 39,248 | $1.36M | 0.00% | +17,996+84.7% | Added |
| UBS Asset Management Americas Inc | 39,037 | $1.35M | 0.00% | +6,049+18.3% | Added |
| Chartwell Investment Partners, LLC | 38,266 | $1.33M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 38,130 | $1.32M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 37,682 | $1.31M | 0.00% | +506+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,700 | $1.27M | 0.00% | +600+1.7% | Added |
| New York Life Investments Alternatives | 36,101 | $1.25M | 0.81% | +385+1.1% | Added |
| Principal Financial Group Inc | 35,380 | $1.23M | 0.00% | +6,542+22.7% | Added |
| Rhumbline Advisers | 35,298 | $1.23M | 0.00% | +1,455+4.3% | Added |
| US Bancorp | 34,436 | $1.20M | 0.00% | +4,747+16.0% | Added |
| Barclays PLC | 34,353 | $1.19M | 0.00% | +6,829+24.8% | Added |
| Susquehanna International Group, LLP | 33,540 | $1.16M | 0.00% | −23,574−41.3% | Reduced |
| PDT Partners, LLC | 31,903 | $1.11M | 0.08% | −1,875−5.6% | Reduced |
| Legal & General Group Plc | 31,823 | $1.10M | 0.00% | +6,373+25.0% | Added |
| Russell Investments Group, Ltd. | 31,529 | $1.09M | 0.00% | −31,133−49.7% | Reduced |
| Rinet Co LLC | 30,406 | $1.05M | 0.20% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 30,406 | $1.05M | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 30,302 | $1.05M | 0.02% | −1,320−4.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 30,252 | $1.05M | 0.00% | −303,934−90.9% | Reduced |
| Wells Fargo & Company | 27,238 | $945.0K | 0.00% | +3,343+14.0% | Added |
| STRS Ohio | 27,100 | $940.0K | 0.00% | −400−1.5% | Reduced |
| SummerHaven Investment Management, LLC | 26,725 | $928.0K | 0.54% | +26,725 | New |
| Tudor Investment Corp Et Al | 26,105 | $906.0K | 0.02% | +16,489+171.5% | Added |
| Genesee Capital Advisors, LLC | 24,019 | $834.0K | 0.41% | +24,019 | New |
| Price T Rowe Associates Inc | 23,508 | $816.0K | 0.00% | −2,102−8.2% | Reduced |
| Credit Suisse AG | 22,975 | $797.0K | 0.00% | +3,239+16.4% | Added |
| Gamco Investors, Inc. Et Al | 22,400 | $778.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,278 | $738.0K | 0.00% | −1,125−5.0% | Reduced |
| Canada Pension Plan Investment Board | 21,000 | $729.0K | 0.00% | +21,000 | New |
| Truist Financial Corp | 20,507 | $711.0K | 0.00% | −13,808−40.2% | Reduced |
| RBF Capital, LLC | 20,000 | $694.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,201 | $666.0K | 0.07% | +19,201 | New |
| HN Saltoro Capital, LP | 19,152 | $665.0K | 0.53% | −14,250−42.7% | Reduced |
| Envestnet Asset Management Inc | 18,940 | $657.0K | 0.00% | +2,060+12.2% | Added |
| State Board of Administration of Florida Retirement System | 18,806 | $653.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 18,576 | $645.0K | 0.09% | −7,254−28.1% | Reduced |
| Voya Investment Management LLC | 18,062 | $627.0K | 0.00% | −43−0.2% | Reduced |
| American International Group, Inc. | 17,605 | $611.0K | 0.00% | −419−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 17,082 | $593.0K | 0.00% | −1,406−7.6% | Reduced |