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, Q4 2021
Institutional positions in H&E Equipment Services, Inc. as of Dec 31, 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
- 157
- +7 vs. Q3 2021
- Shares held
- 27.9M
- +1.62M (+6.2%) vs. Q3 2021
- Total value
- $1.23B
- +$318.6M (+35.0%) vs. Q3 2021
- New holders
- 29
- 49 more added
- Sold out
- 22
- 57 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,047,636 | $134.9M | 0.00% | −11,092−0.4% | Reduced |
| Clearbridge Investments, LLC | 2,528,364 | $111.9M | 0.08% | +53,648+2.2% | Added |
| BlackRock Inc. | 2,299,856 | $101.8M | 0.00% | −66,874−2.8% | Reduced |
| Janus Henderson Group PLC | 1,523,768 | $67.5M | 0.03% | −130,631−7.9% | Reduced |
| Dimensional Fund Advisors LP | 1,281,141 | $56.7M | 0.02% | −8,057−0.6% | Reduced |
| Macquarie Group Ltd | 1,227,018 | $54.3M | 0.05% | −25,789−2.1% | Reduced |
| American Century Companies Inc | 971,407 | $43.0M | 0.03% | +861,526+784.1% | Added |
| Granite Investment Partners, LLC | 927,857 | $41.1M | 1.20% | +37,290+4.2% | Added |
| Alliancebernstein L.P. | 828,080 | $36.7M | 0.01% | +789,950+2,071.7% | Added |
| Northern Trust Corp | 676,643 | $30.0M | 0.00% | +12,128+1.8% | Added |
| State Street Corp | 653,169 | $28.9M | 0.00% | +4,984+0.8% | Added |
| Goldman Sachs Group Inc | 597,632 | $26.5M | 0.01% | −189,054−24.0% | Reduced |
| Geode Capital Management, LLC | 561,232 | $24.8M | 0.00% | +15,418+2.8% | Added |
| Ameriprise Financial Inc | 517,813 | $22.9M | 0.01% | +154,584+42.6% | Added |
| Citadel Advisors LLC | 437,150 | $19.4M | 0.02% | +69,707+19.0% | Added |
| Charles Schwab Investment Management Inc | 419,627 | $18.6M | 0.01% | +6,459+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 415,153 | $18.4M | 0.04% | +56,012+15.6% | Added |
| Advisors Asset Management, Inc. | 397,920 | $17.6M | 0.25% | +20,219+5.4% | Added |
| New York State Common Retirement Fund | 368,266 | $16.3M | 0.02% | +610.0% | Added |
| Bank of New York Mellon Corp | 361,040 | $16.0M | 0.00% | −83,292−18.7% | Reduced |
| Penn Capital Management Co Inc | 415,251 | $15.2M | 1.53% | −10,614−2.5% | Reduced |
| SG Capital Management LLC | 332,906 | $14.7M | 5.59% | +40,067+13.7% | Added |
| Driehaus Capital Management LLC | 322,842 | $14.3M | 0.15% | +322,842 | New |
| Norges Bank | 319,066 | $14.1M | 0.00% | −1,800−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 312,914 | $13.9M | 0.29% | −28,883−8.5% | Reduced |
| Bank of America Corp | 289,435 | $12.8M | 0.00% | +90,138+45.2% | Added |
| Victory Capital Management Inc | 286,223 | $12.7M | 0.01% | +10,416+3.8% | Added |
| Medina Singh Partners, LLC | 285,309 | $12.6M | 9.00% | +285,309 | New |
| Tygh Capital Management, Inc. | 272,527 | $12.1M | 1.54% | +272,527 | New |
| Emerald Advisers, LLC | 271,629 | $12.0M | 0.44% | +10,337+4.0% | Added |
| Deutsche Bank AG | 229,368 | $10.2M | 0.00% | −13,895−5.7% | Reduced |
| Moody Aldrich Partners LLC | 215,418 | $9.54M | 1.33% | +18,184+9.2% | Added |
| Two Sigma Advisers, LP | 202,482 | $8.96M | 0.02% | −5,603−2.7% | Reduced |
| Invesco Ltd. | 188,278 | $8.34M | 0.00% | +83,117+79.0% | Added |
| Intrinsic Edge Capital Management LLC | 183,219 | $8.11M | 0.61% | −20,000−9.8% | Reduced |
| Morgan Stanley | 183,166 | $8.11M | 0.00% | −21,803−10.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 156,462 | $6.93M | 0.24% | +48,371+44.8% | Added |
| Portolan Capital Management, LLC | 143,891 | $6.37M | 0.43% | +38,570+36.6% | Added |
| Gilder Gagnon Howe & Co LLC | 129,052 | $5.71M | 0.03% | −1,690−1.3% | Reduced |
| Bokf, NA | 125,838 | $5.57M | 0.09% | −48,702−27.9% | Reduced |
| State of Wisconsin Investment Board | 122,900 | $5.44M | 0.01% | −59,100−32.5% | Reduced |
| LPL Financial LLC | 106,514 | $4.71M | 0.00% | +99,358+1,388.5% | Added |
| JPMorgan Chase & Co | 105,988 | $4.69M | 0.00% | +45,622+75.6% | Added |
| Neuberger Berman Group LLC | 103,503 | $4.50M | 0.00% | −144−0.1% | Reduced |
| Nuveen Asset Management, LLC | 95,569 | $4.04M | 0.00% | −8,434−8.1% | Reduced |
| Formula Growth Ltd | 88,704 | $3.93M | 0.70% | +88,704 | New |
| Sit Investment Associates Inc | 82,450 | $3.65M | 0.09% | +3,375+4.3% | Added |
| Guggenheim Capital LLC | 82,153 | $3.64M | 0.02% | +82,153 | New |
| Stifel Financial Corp | 80,448 | $3.56M | 0.00% | −2,356−2.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 77,728 | $3.44M | 0.19% | +77,728 | New |
| Bridgeway Capital Management, LLC | 72,900 | $3.23M | 0.06% | −32,100−30.6% | Reduced |
| Swiss National Bank | 71,600 | $3.17M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 69,921 | $3.10M | 0.01% | −8,481−10.8% | Reduced |
| UBS Group AG | 61,176 | $2.71M | 0.00% | +7,224+13.4% | Added |
| Knights of Columbus Asset Advisors LLC | 58,553 | $2.59M | 0.21% | −17,118−22.6% | Reduced |
| Cozad Asset Management Inc | 52,649 | $2.33M | 0.33% | −111−0.2% | Reduced |
| EAM Global Investors LLC | 51,866 | $2.30M | 0.41% | +51,866 | New |
| Royal Bank of Canada | 49,766 | $2.20M | 0.00% | −6,422−11.4% | Reduced |
| Qube Research & Technologies Ltd | 47,898 | $2.12M | 0.02% | +47,898 | New |
| ExodusPoint Capital Management, LP | 47,721 | $2.11M | 0.03% | +2,506+5.5% | Added |
| California State Teachers Retirement System | 45,103 | $2.00M | 0.00% | +1,196+2.7% | Added |
| Parametric Portfolio Associates LLC | 45,002 | $1.99M | 0.00% | +5,754+14.7% | Added |
| Federated Hermes, Inc. | 44,956 | $1.99M | 0.00% | +169+0.4% | Added |
| US Bancorp | 43,549 | $1.93M | 0.00% | +9,113+26.5% | Added |
| UBS Asset Management Americas Inc | 40,751 | $1.80M | 0.00% | +1,714+4.4% | Added |
| Susquehanna International Group, LLP | 39,838 | $1.76M | 0.00% | +6,298+18.8% | Added |
| Barclays PLC | 39,042 | $1.73M | 0.00% | +4,689+13.6% | Added |
| Chartwell Investment Partners, LLC | 37,593 | $1.66M | 0.05% | −673−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,600 | $1.62M | 0.00% | −100−0.3% | Reduced |
| Advisory Research Inc | 36,533 | $1.62M | 0.13% | +36,533 | New |
| Canada Pension Plan Investment Board | 36,000 | $1.59M | 0.00% | +15,000+71.4% | Added |
| EAM Investors, LLC | 35,744 | $1.58M | 0.26% | +35,744 | New |
| Rhumbline Advisers | 34,860 | $1.54M | 0.00% | −438−1.2% | Reduced |
| Raymond James & Associates | 34,156 | $1.51M | 0.00% | −3,526−9.4% | Reduced |
| Legal & General Group Plc | 31,818 | $1.41M | 0.00% | −50.0% | Reduced |
| PDT Partners, LLC | 31,100 | $1.38M | 0.10% | −803−2.5% | Reduced |
| Wealthspire Advisors, LLC | 30,406 | $1.35M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 30,261 | $1.34M | 0.00% | −323,816−91.5% | Reduced |
| Russell Investments Group, Ltd. | 29,904 | $1.32M | 0.00% | −1,625−5.2% | Reduced |
| Wells Fargo & Company | 29,293 | $1.30M | 0.00% | +2,055+7.5% | Added |
| Glenmede Trust Co NA | 28,258 | $1.25M | 0.01% | +6,980+32.8% | Added |
| SummerHaven Investment Management, LLC | 26,725 | $1.18M | 0.64% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 24,226 | $1.07M | 0.51% | +207+0.9% | Added |
| Envestnet Asset Management Inc | 23,555 | $1.04M | 0.00% | +4,615+24.4% | Added |
| New York Life Investments Alternatives | 23,322 | $1.03M | 0.69% | −12,779−35.4% | Reduced |
| Credit Suisse AG | 22,750 | $1.01M | 0.00% | −225−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 22,400 | $992.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,085 | $978.0K | 0.00% | −1,423−6.1% | Reduced |
| Shell Asset Management Co | 21,790 | $965.0K | 0.02% | −8,512−28.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,900 | $925.0K | 0.05% | +20,900 | New |
| RBF Capital, LLC | 20,000 | $885.0K | 0.06% | 00.0% | Unchanged |
| HN Saltoro Capital, LP | 19,613 | $868.0K | 0.83% | +461+2.4% | Added |
| State Board of Administration of Florida Retirement System | 18,806 | $833.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,533 | $821.0K | 0.00% | −1,974−9.6% | Reduced |
| Cubist Systematic Strategies, LLC | 18,030 | $798.0K | 0.01% | +5,559+44.6% | Added |
| American International Group, Inc. | 17,094 | $757.0K | 0.00% | −511−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 16,683 | $739.0K | 0.00% | −399−2.3% | Reduced |
| Voloridge Investment Management, LLC | 15,647 | $693.0K | 0.00% | +15,647 | New |
| Citigroup Inc | 14,856 | $657.0K | 0.00% | +4,387+41.9% | Added |
| Algert Global LLC | 14,236 | $630.0K | 0.08% | −4,340−23.4% | Reduced |