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 |
|---|---|---|---|---|---|
| Swiss National Bank | 71,600 | $2.48M | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 75,671 | $2.63M | 0.24% | +283+0.4% | Added |
| Two Sigma Investments, LP | 78,402 | $2.72M | 0.01% | +37,094+89.8% | Added |
| Sit Investment Associates Inc | 79,075 | $2.75M | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 82,804 | $2.87M | 0.00% | +21,891+35.9% | Added |
| Moore Capital Management, LP | 85,298 | $2.96M | 0.06% | +85,298 | New |
| Neuberger Berman Group LLC | 103,647 | $3.53M | 0.00% | +103,647 | New |
| Nuveen Asset Management, LLC | 104,003 | $3.55M | 0.00% | −3,629−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 105,000 | $3.65M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 105,161 | $3.65M | 0.00% | +6,461+6.5% | Added |
| Portolan Capital Management, LLC | 105,321 | $3.66M | 0.27% | +18,252+21.0% | Added |
| Emerald Mutual Fund Advisers Trust | 108,091 | $3.75M | 0.13% | −154,544−58.8% | Reduced |
| American Century Companies Inc | 109,881 | $3.81M | 0.00% | +11,408+11.6% | Added |
| Geneos Wealth Management Inc. | 110,452 | $3.96M | 0.15% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 127,869 | $4.44M | 0.02% | +127,869 | New |
| Gilder Gagnon Howe & Co LLC | 130,742 | $4.54M | 0.02% | −905−0.7% | Reduced |
| Bokf, NA | 174,540 | $6.06M | 0.10% | +174,540 | New |
| Assenagon Asset Management S.A. | 178,092 | $6.18M | 0.03% | +139,311+359.2% | Added |
| State of Wisconsin Investment Board | 182,000 | $6.32M | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 197,234 | $6.85M | 0.87% | +27,975+16.5% | Added |
| Bank of America Corp | 199,297 | $6.92M | 0.00% | −13,746−6.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 203,219 | $7.05M | 0.49% | +203,219 | New |
| Morgan Stanley | 204,969 | $7.12M | 0.00% | −246,097−54.6% | Reduced |
| Two Sigma Advisers, LP | 208,085 | $7.22M | 0.02% | +7,000+3.5% | Added |
| Deutsche Bank AG | 243,263 | $8.44M | 0.00% | −39,594−14.0% | Reduced |
| Emerald Advisers, LLC | 261,292 | $9.07M | 0.33% | +8,560+3.4% | Added |
| Victory Capital Management Inc | 275,807 | $9.57M | 0.01% | +131,397+91.0% | Added |
| SG Capital Management LLC | 292,839 | $10.2M | 4.33% | +292,839 | New |
| Norges Bank | 320,866 | $11.1M | 0.00% | −167,765−34.3% | Reduced |
| Kennedy Capital Management, Inc. | 341,797 | $11.9M | 0.27% | +89,748+35.6% | Added |
| Millennium Management LLC | 354,077 | $12.3M | 0.02% | −157,918−30.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 359,141 | $12.5M | 0.03% | +55,909+18.4% | Added |
| Ameriprise Financial Inc | 363,229 | $12.6M | 0.00% | −7,830−2.1% | Reduced |
| Citadel Advisors LLC | 367,443 | $12.8M | 0.01% | +344,744+1,518.8% | Added |
| New York State Common Retirement Fund | 368,205 | $12.8M | 0.01% | +278,385+309.9% | Added |
| Advisors Asset Management, Inc. | 377,701 | $13.1M | 0.20% | +81,743+27.6% | Added |
| Charles Schwab Investment Management Inc | 413,168 | $14.3M | 0.00% | +1,883+0.5% | Added |
| Penn Capital Management Co Inc | 425,865 | $14.8M | 1.49% | +425,865 | New |
| Bank of Montreal | 423,808 | $15.1M | 0.01% | −18,786−4.2% | Reduced |
| Bank of New York Mellon Corp | 444,332 | $15.4M | 0.00% | +10,913+2.5% | Added |
| Geode Capital Management, LLC | 545,814 | $18.9M | 0.00% | +5,237+1.0% | Added |
| State Street Corp | 648,185 | $22.5M | 0.00% | −405−0.1% | Reduced |
| Northern Trust Corp | 664,515 | $23.1M | 0.00% | +4,916+0.7% | Added |
| Goldman Sachs Group Inc | 786,686 | $27.3M | 0.01% | −7,158−0.9% | Reduced |
| Granite Investment Partners, LLC | 890,567 | $30.9M | 0.96% | −25,607−2.8% | Reduced |
| Macquarie Group Ltd | 1,252,807 | $43.5M | 0.04% | −2,393−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,289,198 | $44.8M | 0.01% | −7,970−0.6% | Reduced |
| Janus Henderson Group PLC | 1,654,399 | $57.4M | 0.03% | +22,845+1.4% | Added |
| BlackRock Inc. | 2,366,730 | $82.2M | 0.00% | −93,573−3.8% | Reduced |
| Clearbridge Investments, LLC | 2,474,716 | $85.9M | 0.06% | +10,870+0.4% | Added |
| Vanguard Group Inc | 3,058,728 | $106.2M | 0.00% | +1,882+0.1% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −325,241−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −113,844−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −63,057−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −36,599−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,323−100.0% | Sold out |
| Nokomis Capital, L.L.C. | 0 | $0 | 0.00% | −25,159−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −19,779−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,604−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,520−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,810−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −6,515−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −6,074−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |