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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| Signaturefd, LLC | 42 | $1.00K | 0.00% | +42 | New |
| First Horizon Advisors, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $5.00K | 0.00% | −151−52.4% | Reduced |
| FMR LLC | 148 | $5.00K | 0.00% | +6+4.2% | Added |
| Quadrant Capital Group LLC | 158 | $5.00K | 0.00% | +124+364.7% | Added |
| First Manhattan Co | 150 | $5.00K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $19.0K | 0.02% | +550 | New |
| Smithfield Trust Co | 600 | $20.0K | 0.00% | +600 | New |
| Whittier Trust Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,400 | $48.0K | 0.00% | −600−30.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,450 | $50.0K | 0.02% | +1,450 | New |
| The PNC Financial Services Group, Inc. | 1,541 | $53.0K | 0.00% | −2−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,775 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,925 | $67.0K | 0.00% | +535+38.5% | Added |
| Advisor Group Holdings, Inc. | 2,256 | $78.0K | 0.00% | −864−27.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,473 | $86.0K | 0.00% | +2,473 | New |
| Great West Life Assurance Co | 2,531 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,694 | $94.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,850 | $98.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,600 | $124.0K | 0.07% | +1,800+100.0% | Added |
| Public Employees Retirement System of Ohio | 3,621 | $126.0K | 0.00% | −33−0.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,770 | $200.0K | 0.01% | +5,770 | New |
| Prelude Capital Management, LLC | 5,908 | $205.0K | 0.01% | −6,155−51.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,018 | $208.0K | 0.00% | +6,018 | New |
| KBC Group NV | 6,103 | $212.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,488 | $225.2K | 0.00% | +5,308+449.8% | Added |
| Oppenheimer Asset Management Inc. | 6,512 | $226.0K | 0.00% | +6,512 | New |
| Virginia Retirement Systems Et Al | 6,600 | $229.0K | 0.00% | −10,100−60.5% | Reduced |
| LPL Financial LLC | 7,156 | $248.0K | 0.00% | +7,156 | New |
| Dark Forest Capital Management LP | 7,469 | $259.0K | 0.09% | +7,469 | New |
| Shay Capital LLC | 8,000 | $278.0K | 0.09% | −6,000−42.9% | Reduced |
| Metropolitan Life Insurance Co | 8,489 | $294.7K | 0.00% | −1,376−13.9% | Reduced |
| Brinker Capital Investments, LLC | 8,867 | $295.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,559 | $297.0K | 0.00% | −35,389−80.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,716 | $303.0K | 0.00% | +4,736+119.0% | Added |
| Arizona State Retirement System | 8,856 | $307.0K | 0.00% | +21+0.2% | Added |
| Nisa Investment Advisors, LLC | 10,300 | $358.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,469 | $363.0K | 0.00% | −1,615−13.4% | Reduced |
| MetLife Investment Management | 12,134 | $421.2K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12,471 | $433.0K | 0.01% | −21,469−63.3% | Reduced |
| Handelsbanken Fonder AB | 12,737 | $442.0K | 0.00% | +2,000+18.6% | Added |
| Investors Research Corp | 14,000 | $486.0K | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,249 | $495.0K | 0.00% | +14,249 | New |
| Angeles Investment Advisors, LLC | 15,000 | $521.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 15,415 | $535.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 15,675 | $544.0K | 0.00% | −1,145−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 17,082 | $593.0K | 0.00% | −1,406−7.6% | Reduced |
| American International Group, Inc. | 17,605 | $611.0K | 0.00% | −419−2.3% | Reduced |
| Voya Investment Management LLC | 18,062 | $627.0K | 0.00% | −43−0.2% | Reduced |
| Algert Global LLC | 18,576 | $645.0K | 0.09% | −7,254−28.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,806 | $653.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,940 | $657.0K | 0.00% | +2,060+12.2% | Added |
| HN Saltoro Capital, LP | 19,152 | $665.0K | 0.53% | −14,250−42.7% | Reduced |
| Gsa Capital Partners LLP | 19,201 | $666.0K | 0.07% | +19,201 | New |
| RBF Capital, LLC | 20,000 | $694.0K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 20,507 | $711.0K | 0.00% | −13,808−40.2% | Reduced |
| Canada Pension Plan Investment Board | 21,000 | $729.0K | 0.00% | +21,000 | New |
| Glenmede Trust Co NA | 21,278 | $738.0K | 0.00% | −1,125−5.0% | Reduced |
| Gamco Investors, Inc. Et Al | 22,400 | $778.0K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 22,975 | $797.0K | 0.00% | +3,239+16.4% | Added |
| Price T Rowe Associates Inc | 23,508 | $816.0K | 0.00% | −2,102−8.2% | Reduced |
| Genesee Capital Advisors, LLC | 24,019 | $834.0K | 0.41% | +24,019 | New |
| Tudor Investment Corp Et Al | 26,105 | $906.0K | 0.02% | +16,489+171.5% | Added |
| SummerHaven Investment Management, LLC | 26,725 | $928.0K | 0.54% | +26,725 | New |
| STRS Ohio | 27,100 | $940.0K | 0.00% | −400−1.5% | Reduced |
| Wells Fargo & Company | 27,238 | $945.0K | 0.00% | +3,343+14.0% | Added |
| Arrowstreet Capital, Limited Partnership | 30,252 | $1.05M | 0.00% | −303,934−90.9% | Reduced |
| Shell Asset Management Co | 30,302 | $1.05M | 0.02% | −1,320−4.2% | 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 |
| Russell Investments Group, Ltd. | 31,529 | $1.09M | 0.00% | −31,133−49.7% | Reduced |
| Legal & General Group Plc | 31,823 | $1.10M | 0.00% | +6,373+25.0% | Added |
| PDT Partners, LLC | 31,903 | $1.11M | 0.08% | −1,875−5.6% | Reduced |
| Susquehanna International Group, LLP | 33,540 | $1.16M | 0.00% | −23,574−41.3% | Reduced |
| Barclays PLC | 34,353 | $1.19M | 0.00% | +6,829+24.8% | Added |
| US Bancorp | 34,436 | $1.20M | 0.00% | +4,747+16.0% | Added |
| Rhumbline Advisers | 35,298 | $1.23M | 0.00% | +1,455+4.3% | Added |
| Principal Financial Group Inc | 35,380 | $1.23M | 0.00% | +6,542+22.7% | Added |
| New York Life Investments Alternatives | 36,101 | $1.25M | 0.81% | +385+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,700 | $1.27M | 0.00% | +600+1.7% | Added |
| Raymond James & Associates | 37,682 | $1.31M | 0.00% | +506+1.4% | Added |
| Alliancebernstein L.P. | 38,130 | $1.32M | 0.00% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 38,266 | $1.33M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 39,037 | $1.35M | 0.00% | +6,049+18.3% | Added |
| Parametric Portfolio Associates LLC | 39,248 | $1.36M | 0.00% | +17,996+84.7% | Added |
| Atom Investors LP | 39,715 | $1.38M | 0.27% | −36,467−47.9% | Reduced |
| D. E. Shaw & Co., Inc. | 40,672 | $1.41M | 0.00% | −19,850−32.8% | Reduced |
| California State Teachers Retirement System | 43,907 | $1.52M | 0.00% | −377−0.9% | Reduced |
| Federated Hermes, Inc. | 44,787 | $1.55M | 0.00% | +44,787 | New |
| ExodusPoint Capital Management, LP | 45,215 | $1.57M | 0.02% | −29,910−39.8% | Reduced |
| Cozad Asset Management Inc | 52,760 | $1.83M | 0.29% | +110+0.2% | Added |
| UBS Group AG | 53,952 | $1.87M | 0.00% | −5,456−9.2% | Reduced |
| Royal Bank of Canada | 56,188 | $1.95M | 0.00% | +771+1.4% | Added |
| JPMorgan Chase & Co | 60,366 | $2.10M | 0.00% | −40,956−40.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 71,280 | $2.47M | 0.01% | −2,580−3.5% | Reduced |