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 |
|---|---|---|---|---|---|
| SEI Investments Co | 15,675 | $544.0K | 0.00% | −1,145−6.8% | Reduced |
| Wolverine Asset Management LLC | 15,415 | $535.0K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 15,000 | $521.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,249 | $495.0K | 0.00% | +14,249 | New |
| Investors Research Corp | 14,000 | $486.0K | 0.16% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,737 | $442.0K | 0.00% | +2,000+18.6% | Added |
| Cubist Systematic Strategies, LLC | 12,471 | $433.0K | 0.01% | −21,469−63.3% | Reduced |
| MetLife Investment Management | 12,134 | $421.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,469 | $363.0K | 0.00% | −1,615−13.4% | Reduced |
| Nisa Investment Advisors, LLC | 10,300 | $358.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,856 | $307.0K | 0.00% | +21+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,716 | $303.0K | 0.00% | +4,736+119.0% | Added |
| HRT Financial LP | 8,559 | $297.0K | 0.00% | −35,389−80.5% | Reduced |
| Brinker Capital Investments, LLC | 8,867 | $295.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,489 | $294.7K | 0.00% | −1,376−13.9% | Reduced |
| Shay Capital LLC | 8,000 | $278.0K | 0.09% | −6,000−42.9% | Reduced |
| Dark Forest Capital Management LP | 7,469 | $259.0K | 0.09% | +7,469 | New |
| LPL Financial LLC | 7,156 | $248.0K | 0.00% | +7,156 | New |
| Virginia Retirement Systems Et Al | 6,600 | $229.0K | 0.00% | −10,100−60.5% | Reduced |
| Oppenheimer Asset Management Inc. | 6,512 | $226.0K | 0.00% | +6,512 | New |
| BNP Paribas Arbitrage, SA | 6,488 | $225.2K | 0.00% | +5,308+449.8% | Added |
| KBC Group NV | 6,103 | $212.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,018 | $208.0K | 0.00% | +6,018 | New |
| Prelude Capital Management, LLC | 5,908 | $205.0K | 0.01% | −6,155−51.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,770 | $200.0K | 0.01% | +5,770 | New |
| Public Employees Retirement System of Ohio | 3,621 | $126.0K | 0.00% | −33−0.9% | Reduced |
| Eagle Bay Advisors LLC | 3,600 | $124.0K | 0.07% | +1,800+100.0% | Added |
| FourThought Financial, LLC | 2,850 | $98.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,694 | $94.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,531 | $89.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,473 | $86.0K | 0.00% | +2,473 | New |
| Advisor Group Holdings, Inc. | 2,256 | $78.0K | 0.00% | −864−27.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,925 | $67.0K | 0.00% | +535+38.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,775 | $62.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,541 | $53.0K | 0.00% | −2−0.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,450 | $50.0K | 0.02% | +1,450 | New |
| Quantbot Technologies LP | 1,400 | $48.0K | 0.00% | −600−30.0% | Reduced |
| Crescent Capital Consulting, LLC | 1,200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $20.0K | 0.00% | +600 | New |
| Antonetti Capital Management LLC | 550 | $19.0K | 0.02% | +550 | New |
| Harbour Investments, Inc. | 300 | $10.0K | 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 |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Signaturefd, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Captrust Financial Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| 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 |