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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | +50 | New |
| Country Trust Bank | 79 | $3.00K | 0.00% | +79 | New |
| Steward Partners Investment Advisory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 137 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 130 | $6.00K | 0.00% | +130 | New |
| Quadrant Capital Group LLC | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 180 | $8.00K | 0.01% | +180 | New |
| Crescent Capital Consulting, LLC | 200 | $9.00K | 0.00% | −1,000−83.3% | Reduced |
| Dark Forest Capital Management LP | 411 | $18.0K | 0.01% | −7,058−94.5% | Reduced |
| Antonetti Capital Management LLC | 550 | $24.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 702 | $31.0K | 0.00% | +702 | New |
| Tower Research Capital LLC (TRC) | 803 | $36.0K | 0.00% | −1,122−58.3% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $44.0K | 0.00% | −109,452−99.1% | Reduced |
| Whittier Trust Co | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,400 | $61.0K | 0.00% | +1,400 | New |
| Total Clarity Wealth Management, Inc. | 1,450 | $64.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,772 | $77.0K | 0.00% | +231+15.0% | Added |
| Eagle Bay Advisors LLC | 1,775 | $79.0K | 0.05% | −1,825−50.7% | Reduced |
| Great West Life Assurance Co | 1,966 | $87.0K | 0.00% | −565−22.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,486 | $110.0K | 0.00% | −208−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,720 | $121.0K | 0.00% | +464+20.6% | Added |
| FourThought Financial, LLC | 2,850 | $126.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,554 | $157.0K | 0.00% | −67−1.9% | Reduced |
| Ibex Wealth Advisors | 5,409 | $239.0K | 0.04% | +5,409 | New |
| Principal Financial Group Inc | 5,469 | $242.0K | 0.00% | −29,911−84.5% | Reduced |
| Amalgamated Bank | 5,679 | $251.0K | 0.00% | +5,679 | New |
| Avantax Planning Partners, Inc. | 5,770 | $255.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,829 | $258.0K | 0.00% | −189−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 5,996 | $265.0K | 0.00% | −516−7.9% | Reduced |
| Pluribus Labs, LLC | 6,004 | $266.0K | 0.28% | +6,004 | New |
| KBC Group NV | 6,103 | $270.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,274 | $278.0K | 0.00% | +6,274 | New |
| Virginia Retirement Systems Et Al | 6,700 | $297.0K | 0.00% | +100+1.5% | Added |
| ProShare Advisors LLC | 7,031 | $311.0K | 0.00% | +7,031 | New |
| D. E. Shaw & Co., Inc. | 7,237 | $320.0K | 0.00% | −33,435−82.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,702 | $341.0K | 0.00% | +1,214+18.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,013 | $355.0K | 0.02% | +8,013 | New |
| Engineers Gate Manager LP | 8,113 | $359.0K | 0.02% | +8,113 | New |
| Metropolitan Life Insurance Co | 8,489 | $375.8K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,743 | $387.0K | 0.00% | −113−1.3% | Reduced |
| Investors Research Corp | 9,350 | $414.0K | 0.13% | −4,650−33.2% | Reduced |
| Brinker Capital Investments, LLC | 10,825 | $479.0K | 0.01% | +1,958+22.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,279 | $499.0K | 0.00% | +2,563+29.4% | Added |
| Alberta Investment Management Corp | 11,310 | $501.0K | 0.00% | +11,310 | New |
| MetLife Investment Management | 12,134 | $537.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,000 | $541.0K | 0.00% | +2,700+26.2% | Added |
| SEI Investments Co | 12,305 | $545.0K | 0.00% | −3,370−21.5% | Reduced |
| Voya Investment Management LLC | 12,732 | $564.0K | 0.00% | −5,330−29.5% | Reduced |
| Handelsbanken Fonder AB | 12,737 | $564.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 13,196 | $584.0K | 0.06% | +13,196 | New |
| FMR LLC | 13,773 | $610.0K | 0.00% | +13,625+9,206.1% | Added |
| Algert Global LLC | 14,236 | $630.0K | 0.08% | −4,340−23.4% | Reduced |
| Citigroup Inc | 14,856 | $657.0K | 0.00% | +4,387+41.9% | Added |
| Voloridge Investment Management, LLC | 15,647 | $693.0K | 0.00% | +15,647 | New |
| Manufacturers Life Insurance Company, The | 16,683 | $739.0K | 0.00% | −399−2.3% | Reduced |
| American International Group, Inc. | 17,094 | $757.0K | 0.00% | −511−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 18,030 | $798.0K | 0.01% | +5,559+44.6% | Added |
| Truist Financial Corp | 18,533 | $821.0K | 0.00% | −1,974−9.6% | Reduced |
| State Board of Administration of Florida Retirement System | 18,806 | $833.0K | 0.00% | 00.0% | Unchanged |
| HN Saltoro Capital, LP | 19,613 | $868.0K | 0.83% | +461+2.4% | Added |
| RBF Capital, LLC | 20,000 | $885.0K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 20,900 | $925.0K | 0.05% | +20,900 | New |
| Shell Asset Management Co | 21,790 | $965.0K | 0.02% | −8,512−28.1% | Reduced |
| Price T Rowe Associates Inc | 22,085 | $978.0K | 0.00% | −1,423−6.1% | Reduced |
| Gamco Investors, Inc. Et Al | 22,400 | $992.0K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 22,750 | $1.01M | 0.00% | −225−1.0% | Reduced |
| New York Life Investments Alternatives | 23,322 | $1.03M | 0.69% | −12,779−35.4% | Reduced |
| Envestnet Asset Management Inc | 23,555 | $1.04M | 0.00% | +4,615+24.4% | Added |
| Genesee Capital Advisors, LLC | 24,226 | $1.07M | 0.51% | +207+0.9% | Added |
| SummerHaven Investment Management, LLC | 26,725 | $1.18M | 0.64% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 28,258 | $1.25M | 0.01% | +6,980+32.8% | Added |
| Wells Fargo & Company | 29,293 | $1.30M | 0.00% | +2,055+7.5% | Added |
| Russell Investments Group, Ltd. | 29,904 | $1.32M | 0.00% | −1,625−5.2% | Reduced |
| Millennium Management LLC | 30,261 | $1.34M | 0.00% | −323,816−91.5% | Reduced |
| Wealthspire Advisors, LLC | 30,406 | $1.35M | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 31,100 | $1.38M | 0.10% | −803−2.5% | Reduced |
| Legal & General Group Plc | 31,818 | $1.41M | 0.00% | −50.0% | Reduced |
| Raymond James & Associates | 34,156 | $1.51M | 0.00% | −3,526−9.4% | Reduced |
| Rhumbline Advisers | 34,860 | $1.54M | 0.00% | −438−1.2% | Reduced |
| EAM Investors, LLC | 35,744 | $1.58M | 0.26% | +35,744 | New |
| Canada Pension Plan Investment Board | 36,000 | $1.59M | 0.00% | +15,000+71.4% | Added |
| Advisory Research Inc | 36,533 | $1.62M | 0.13% | +36,533 | New |
| Raymond James Financial Services Advisors, Inc. | 36,600 | $1.62M | 0.00% | −100−0.3% | Reduced |
| Chartwell Investment Partners, LLC | 37,593 | $1.66M | 0.05% | −673−1.8% | Reduced |
| Barclays PLC | 39,042 | $1.73M | 0.00% | +4,689+13.6% | Added |
| Susquehanna International Group, LLP | 39,838 | $1.76M | 0.00% | +6,298+18.8% | Added |
| UBS Asset Management Americas Inc | 40,751 | $1.80M | 0.00% | +1,714+4.4% | Added |
| US Bancorp | 43,549 | $1.93M | 0.00% | +9,113+26.5% | Added |
| Federated Hermes, Inc. | 44,956 | $1.99M | 0.00% | +169+0.4% | Added |
| Parametric Portfolio Associates LLC | 45,002 | $1.99M | 0.00% | +5,754+14.7% | Added |
| California State Teachers Retirement System | 45,103 | $2.00M | 0.00% | +1,196+2.7% | Added |
| ExodusPoint Capital Management, LP | 47,721 | $2.11M | 0.03% | +2,506+5.5% | Added |
| Qube Research & Technologies Ltd | 47,898 | $2.12M | 0.02% | +47,898 | New |
| Royal Bank of Canada | 49,766 | $2.20M | 0.00% | −6,422−11.4% | Reduced |