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 |
|---|---|---|---|---|---|
| EAM Global Investors LLC | 51,866 | $2.30M | 0.41% | +51,866 | New |
| Cozad Asset Management Inc | 52,649 | $2.33M | 0.33% | −111−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,553 | $2.59M | 0.21% | −17,118−22.6% | Reduced |
| UBS Group AG | 61,176 | $2.71M | 0.00% | +7,224+13.4% | Added |
| Two Sigma Investments, LP | 69,921 | $3.10M | 0.01% | −8,481−10.8% | Reduced |
| Swiss National Bank | 71,600 | $3.17M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 72,900 | $3.23M | 0.06% | −32,100−30.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 77,728 | $3.44M | 0.19% | +77,728 | New |
| Stifel Financial Corp | 80,448 | $3.56M | 0.00% | −2,356−2.8% | Reduced |
| Guggenheim Capital LLC | 82,153 | $3.64M | 0.02% | +82,153 | New |
| Sit Investment Associates Inc | 82,450 | $3.65M | 0.09% | +3,375+4.3% | Added |
| Formula Growth Ltd | 88,704 | $3.93M | 0.70% | +88,704 | New |
| Nuveen Asset Management, LLC | 95,569 | $4.04M | 0.00% | −8,434−8.1% | Reduced |
| Neuberger Berman Group LLC | 103,503 | $4.50M | 0.00% | −144−0.1% | Reduced |
| JPMorgan Chase & Co | 105,988 | $4.69M | 0.00% | +45,622+75.6% | Added |
| LPL Financial LLC | 106,514 | $4.71M | 0.00% | +99,358+1,388.5% | Added |
| State of Wisconsin Investment Board | 122,900 | $5.44M | 0.01% | −59,100−32.5% | Reduced |
| Bokf, NA | 125,838 | $5.57M | 0.09% | −48,702−27.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 129,052 | $5.71M | 0.03% | −1,690−1.3% | Reduced |
| Portolan Capital Management, LLC | 143,891 | $6.37M | 0.43% | +38,570+36.6% | Added |
| Emerald Mutual Fund Advisers Trust | 156,462 | $6.93M | 0.24% | +48,371+44.8% | Added |
| Morgan Stanley | 183,166 | $8.11M | 0.00% | −21,803−10.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 183,219 | $8.11M | 0.61% | −20,000−9.8% | Reduced |
| Invesco Ltd. | 188,278 | $8.34M | 0.00% | +83,117+79.0% | Added |
| Two Sigma Advisers, LP | 202,482 | $8.96M | 0.02% | −5,603−2.7% | Reduced |
| Moody Aldrich Partners LLC | 215,418 | $9.54M | 1.33% | +18,184+9.2% | Added |
| Deutsche Bank AG | 229,368 | $10.2M | 0.00% | −13,895−5.7% | Reduced |
| Emerald Advisers, LLC | 271,629 | $12.0M | 0.44% | +10,337+4.0% | Added |
| Tygh Capital Management, Inc. | 272,527 | $12.1M | 1.54% | +272,527 | New |
| Medina Singh Partners, LLC | 285,309 | $12.6M | 9.00% | +285,309 | New |
| Victory Capital Management Inc | 286,223 | $12.7M | 0.01% | +10,416+3.8% | Added |
| Bank of America Corp | 289,435 | $12.8M | 0.00% | +90,138+45.2% | Added |
| Kennedy Capital Management, Inc. | 312,914 | $13.9M | 0.29% | −28,883−8.5% | Reduced |
| Norges Bank | 319,066 | $14.1M | 0.00% | −1,800−0.6% | Reduced |
| Driehaus Capital Management LLC | 322,842 | $14.3M | 0.15% | +322,842 | New |
| SG Capital Management LLC | 332,906 | $14.7M | 5.59% | +40,067+13.7% | Added |
| Penn Capital Management Co Inc | 415,251 | $15.2M | 1.53% | −10,614−2.5% | Reduced |
| Bank of New York Mellon Corp | 361,040 | $16.0M | 0.00% | −83,292−18.7% | Reduced |
| New York State Common Retirement Fund | 368,266 | $16.3M | 0.02% | +610.0% | Added |
| Advisors Asset Management, Inc. | 397,920 | $17.6M | 0.25% | +20,219+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 415,153 | $18.4M | 0.04% | +56,012+15.6% | Added |
| Charles Schwab Investment Management Inc | 419,627 | $18.6M | 0.01% | +6,459+1.6% | Added |
| Citadel Advisors LLC | 437,150 | $19.4M | 0.02% | +69,707+19.0% | Added |
| Ameriprise Financial Inc | 517,813 | $22.9M | 0.01% | +154,584+42.6% | Added |
| Geode Capital Management, LLC | 561,232 | $24.8M | 0.00% | +15,418+2.8% | Added |
| Goldman Sachs Group Inc | 597,632 | $26.5M | 0.01% | −189,054−24.0% | Reduced |
| State Street Corp | 653,169 | $28.9M | 0.00% | +4,984+0.8% | Added |
| Northern Trust Corp | 676,643 | $30.0M | 0.00% | +12,128+1.8% | Added |
| Alliancebernstein L.P. | 828,080 | $36.7M | 0.01% | +789,950+2,071.7% | Added |
| Granite Investment Partners, LLC | 927,857 | $41.1M | 1.20% | +37,290+4.2% | Added |
| American Century Companies Inc | 971,407 | $43.0M | 0.03% | +861,526+784.1% | Added |
| Macquarie Group Ltd | 1,227,018 | $54.3M | 0.05% | −25,789−2.1% | Reduced |
| Dimensional Fund Advisors LP | 1,281,141 | $56.7M | 0.02% | −8,057−0.6% | Reduced |
| Janus Henderson Group PLC | 1,523,768 | $67.5M | 0.03% | −130,631−7.9% | Reduced |
| BlackRock Inc. | 2,299,856 | $101.8M | 0.00% | −66,874−2.8% | Reduced |
| Clearbridge Investments, LLC | 2,528,364 | $111.9M | 0.08% | +53,648+2.2% | Added |
| Vanguard Group Inc | 3,047,636 | $134.9M | 0.00% | −11,092−0.4% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −423,808−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −178,092−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −127,869−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −85,298−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −71,280−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −39,715−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −30,252−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,105−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,201−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −15,415−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,249−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,908−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,473−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Rinet Co LLC | – | – | – | – | Not filed |