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 |
|---|---|---|---|---|---|
| FMR LLC | 13,773 | $610.0K | 0.00% | +13,625+9,206.1% | Added |
| BTC Capital Management, Inc. | 13,196 | $584.0K | 0.06% | +13,196 | New |
| 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 |
| SEI Investments Co | 12,305 | $545.0K | 0.00% | −3,370−21.5% | Reduced |
| Nisa Investment Advisors, LLC | 13,000 | $541.0K | 0.00% | +2,700+26.2% | Added |
| MetLife Investment Management | 12,134 | $537.2K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 11,310 | $501.0K | 0.00% | +11,310 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,279 | $499.0K | 0.00% | +2,563+29.4% | Added |
| Brinker Capital Investments, LLC | 10,825 | $479.0K | 0.01% | +1,958+22.1% | Added |
| Investors Research Corp | 9,350 | $414.0K | 0.13% | −4,650−33.2% | Reduced |
| Arizona State Retirement System | 8,743 | $387.0K | 0.00% | −113−1.3% | Reduced |
| Metropolitan Life Insurance Co | 8,489 | $375.8K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,113 | $359.0K | 0.02% | +8,113 | New |
| Benjamin F. Edwards & Company, Inc. | 8,013 | $355.0K | 0.02% | +8,013 | New |
| BNP Paribas Arbitrage, SA | 7,702 | $341.0K | 0.00% | +1,214+18.7% | Added |
| D. E. Shaw & Co., Inc. | 7,237 | $320.0K | 0.00% | −33,435−82.2% | Reduced |
| ProShare Advisors LLC | 7,031 | $311.0K | 0.00% | +7,031 | New |
| Virginia Retirement Systems Et Al | 6,700 | $297.0K | 0.00% | +100+1.5% | Added |
| Teacher Retirement System of Texas | 6,274 | $278.0K | 0.00% | +6,274 | New |
| KBC Group NV | 6,103 | $270.0K | 0.00% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 6,004 | $266.0K | 0.28% | +6,004 | New |
| Oppenheimer Asset Management Inc. | 5,996 | $265.0K | 0.00% | −516−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 5,829 | $258.0K | 0.00% | −189−3.1% | Reduced |
| Avantax Planning Partners, Inc. | 5,770 | $255.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 5,679 | $251.0K | 0.00% | +5,679 | New |
| Principal Financial Group Inc | 5,469 | $242.0K | 0.00% | −29,911−84.5% | Reduced |
| Ibex Wealth Advisors | 5,409 | $239.0K | 0.04% | +5,409 | New |
| Public Employees Retirement System of Ohio | 3,554 | $157.0K | 0.00% | −67−1.9% | Reduced |
| FourThought Financial, LLC | 2,850 | $126.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,720 | $121.0K | 0.00% | +464+20.6% | Added |
| Ameritas Investment Partners, Inc. | 2,486 | $110.0K | 0.00% | −208−7.7% | Reduced |
| Great West Life Assurance Co | 1,966 | $87.0K | 0.00% | −565−22.3% | Reduced |
| Eagle Bay Advisors LLC | 1,775 | $79.0K | 0.05% | −1,825−50.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,772 | $77.0K | 0.00% | +231+15.0% | Added |
| Total Clarity Wealth Management, Inc. | 1,450 | $64.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,400 | $61.0K | 0.00% | +1,400 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 803 | $36.0K | 0.00% | −1,122−58.3% | Reduced |
| CWM, LLC | 702 | $31.0K | 0.00% | +702 | New |
| Smithfield Trust Co | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $24.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 411 | $18.0K | 0.01% | −7,058−94.5% | Reduced |
| Crescent Capital Consulting, LLC | 200 | $9.00K | 0.00% | −1,000−83.3% | Reduced |
| Byrne Asset Management LLC | 180 | $8.00K | 0.01% | +180 | New |
| Quadrant Capital Group LLC | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 130 | $6.00K | 0.00% | +130 | 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 |
| Country Trust Bank | 79 | $3.00K | 0.00% | +79 | 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 |
| Captrust Financial Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | New |
| 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 |