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, Q1 2022
Institutional positions in H&E Equipment Services, Inc. as of Mar 31, 2022. 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
- 164
- +9 vs. Q4 2021
- Shares held
- 27.4M
- −160.6K (−0.6%) vs. Q4 2021
- Total value
- $1.19B
- −$26.6M (−2.2%) vs. Q4 2021
- New holders
- 24
- 56 more added
- Sold out
- 15
- 62 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,142,831 | $136.8M | 0.00% | +95,195+3.1% | Added |
| Clearbridge Investments, LLC | 2,528,187 | $110.0M | 0.08% | −1770.0% | Reduced |
| BlackRock Inc. | 2,280,408 | $99.2M | 0.00% | −19,448−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,278,747 | $55.7M | 0.02% | −2,394−0.2% | Reduced |
| Macquarie Group Ltd | 1,223,852 | $53.3M | 0.05% | −3,166−0.3% | Reduced |
| American Century Companies Inc | 1,186,156 | $51.6M | 0.04% | +214,749+22.1% | Added |
| Alliancebernstein L.P. | 984,287 | $42.8M | 0.02% | +156,207+18.9% | Added |
| Granite Investment Partners, LLC | 848,413 | $36.9M | 1.25% | −79,444−8.6% | Reduced |
| Janus Henderson Group PLC | 769,238 | $33.5M | 0.02% | −754,530−49.5% | Reduced |
| Northern Trust Corp | 674,063 | $29.3M | 0.01% | −2,580−0.4% | Reduced |
| State Street Corp | 667,617 | $29.1M | 0.00% | +14,448+2.2% | Added |
| Geode Capital Management, LLC | 576,706 | $25.1M | 0.00% | +15,474+2.8% | Added |
| Ameriprise Financial Inc | 486,943 | $21.2M | 0.01% | −30,870−6.0% | Reduced |
| Goldman Sachs Group Inc | 432,490 | $18.8M | 0.00% | −165,142−27.6% | Reduced |
| Charles Schwab Investment Management Inc | 428,075 | $18.6M | 0.01% | +8,448+2.0% | Added |
| Driehaus Capital Management LLC | 392,637 | $17.1M | 0.21% | +69,795+21.6% | Added |
| Penn Capital Management Co Inc | 410,350 | $16.7M | 1.72% | −4,901−1.2% | Reduced |
| New York State Common Retirement Fund | 383,934 | $16.7M | 0.02% | +15,668+4.3% | Added |
| Bank of New York Mellon Corp | 355,452 | $15.5M | 0.00% | −5,588−1.5% | Reduced |
| Victory Capital Management Inc | 396,422 | $15.4M | 0.02% | +110,199+38.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 353,149 | $15.4M | 0.03% | −62,004−14.9% | Reduced |
| Voya Investment Management LLC | 350,716 | $15.3M | 0.03% | +337,984+2,654.6% | Added |
| Bank of America Corp | 335,586 | $14.6M | 0.00% | +46,151+15.9% | Added |
| Norges Bank | 316,366 | $13.8M | 0.00% | −2,700−0.8% | Reduced |
| Medina Singh Partners, LLC | 285,309 | $12.4M | 7.96% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 285,124 | $12.4M | 0.29% | −27,790−8.9% | Reduced |
| Emerald Advisers, LLC | 279,248 | $12.2M | 0.46% | +7,619+2.8% | Added |
| Guggenheim Capital LLC | 247,550 | $10.8M | 0.07% | +165,397+201.3% | Added |
| Intrinsic Edge Capital Management LLC | 244,689 | $10.6M | 0.84% | +61,470+33.6% | Added |
| Moody Aldrich Partners LLC | 241,065 | $10.5M | 1.48% | +25,647+11.9% | Added |
| Deutsche Bank AG | 227,290 | $9.89M | 0.00% | −2,078−0.9% | Reduced |
| SG Capital Management LLC | 216,231 | $9.41M | 4.61% | −116,675−35.0% | Reduced |
| Two Sigma Advisers, LP | 185,085 | $8.05M | 0.02% | −17,397−8.6% | Reduced |
| Citadel Advisors LLC | 181,708 | $7.91M | 0.01% | −255,442−58.4% | Reduced |
| Portolan Capital Management, LLC | 178,139 | $7.75M | 0.62% | +34,248+23.8% | Added |
| Uniplan Investment Counsel, Inc. | 158,992 | $6.92M | 0.41% | +81,264+104.5% | Added |
| Morgan Stanley | 152,830 | $6.65M | 0.00% | −30,336−16.6% | Reduced |
| Invesco Ltd. | 151,489 | $6.59M | 0.00% | −36,789−19.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 151,332 | $6.59M | 0.29% | −5,130−3.3% | Reduced |
| Formula Growth Ltd | 129,768 | $5.65M | 1.08% | +41,064+46.3% | Added |
| Gilder Gagnon Howe & Co LLC | 128,873 | $5.61M | 0.05% | −179−0.1% | Reduced |
| State of Wisconsin Investment Board | 122,900 | $5.35M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 109,565 | $4.77M | 0.00% | +3,051+2.9% | Added |
| Neuberger Berman Group LLC | 108,506 | $4.72M | 0.00% | +5,003+4.8% | Added |
| Bokf, NA | 102,190 | $4.45M | 0.07% | −23,648−18.8% | Reduced |
| Nuveen Asset Management, LLC | 93,619 | $4.08M | 0.00% | −1,950−2.0% | Reduced |
| Two Sigma Investments, LP | 87,220 | $3.80M | 0.01% | +17,299+24.7% | Added |
| UBS Group AG | 84,595 | $3.68M | 0.00% | +23,419+38.3% | Added |
| Assenagon Asset Management S.A. | 84,315 | $3.67M | 0.01% | +84,315 | New |
| Sit Investment Associates Inc | 82,450 | $3.59M | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 77,169 | $3.36M | 0.00% | −28,819−27.2% | Reduced |
| Swiss National Bank | 77,000 | $3.35M | 0.00% | +5,400+7.5% | Added |
| Bridgeway Capital Management, LLC | 72,900 | $3.17M | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 62,918 | $2.74M | 0.00% | −17,530−21.8% | Reduced |
| Parametric Portfolio Associates LLC | 61,477 | $2.67M | 0.00% | +16,475+36.6% | Added |
| Susquehanna International Group, LLP | 58,933 | $2.56M | 0.00% | +19,095+47.9% | Added |
| Knights of Columbus Asset Advisors LLC | 58,668 | $2.55M | 0.22% | +115+0.2% | Added |
| Balyasny Asset Management LLC | 56,975 | $2.48M | 0.01% | +56,975 | New |
| Putnam Investments LLC | 56,994 | $2.48M | 0.00% | +56,994 | New |
| Cozad Asset Management Inc | 56,196 | $2.45M | 0.34% | +3,547+6.7% | Added |
| Cubist Systematic Strategies, LLC | 49,462 | $2.15M | 0.02% | +31,432+174.3% | Added |
| Arrowstreet Capital, Limited Partnership | 49,407 | $2.15M | 0.00% | +49,407 | New |
| UBS Asset Management Americas Inc | 47,856 | $2.08M | 0.00% | +7,105+17.4% | Added |
| ExodusPoint Capital Management, LP | 47,827 | $2.08M | 0.03% | +106+0.2% | Added |
| HN Saltoro Capital, LP | 47,292 | $2.06M | 2.16% | +27,679+141.1% | Added |
| Regentatlantic Capital LLC | 45,587 | $1.98M | 0.06% | +45,587 | New |
| Royal Bank of Canada | 44,022 | $1.92M | 0.00% | −5,744−11.5% | Reduced |
| US Bancorp | 43,463 | $1.89M | 0.00% | −86−0.2% | Reduced |
| Wells Fargo & Company | 41,493 | $1.81M | 0.00% | +12,200+41.6% | Added |
| California State Teachers Retirement System | 41,326 | $1.80M | 0.00% | −3,777−8.4% | Reduced |
| Chartwell Investment Partners, LLC | 39,236 | $1.71M | 0.06% | +1,643+4.4% | Added |
| Raymond James & Associates | 37,020 | $1.61M | 0.00% | +2,864+8.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,666 | $1.60M | 0.00% | +66+0.2% | Added |
| EAM Global Investors LLC | 35,775 | $1.56M | 0.29% | −16,091−31.0% | Reduced |
| Federated Hermes, Inc. | 35,208 | $1.53M | 0.00% | −9,748−21.7% | Reduced |
| Rhumbline Advisers | 34,532 | $1.50M | 0.00% | −328−0.9% | Reduced |
| Advisory Research Inc | 34,443 | $1.50M | 0.12% | −2,090−5.7% | Reduced |
| Captrust Financial Advisors | 32,357 | $1.41M | 0.01% | +32,346+294,054.5% | Added |
| Wealthspire Advisors, LLC | 32,328 | $1.41M | 0.03% | +1,922+6.3% | Added |
| Legal & General Group Plc | 31,911 | $1.39M | 0.00% | +93+0.3% | Added |
| Advisor Group Holdings, Inc. | 18,178 | $1.38M | 0.00% | +15,458+568.3% | Added |
| Qube Research & Technologies Ltd | 31,617 | $1.38M | 0.01% | −16,281−34.0% | Reduced |
| Alberta Investment Management Corp | 31,574 | $1.37M | 0.01% | +20,264+179.2% | Added |
| Russell Investments Group, Ltd. | 29,798 | $1.29M | 0.00% | −106−0.4% | Reduced |
| Glenmede Trust Co NA | 28,198 | $1.23M | 0.01% | −60−0.2% | Reduced |
| SummerHaven Investment Management, LLC | 27,948 | $1.22M | 0.69% | +1,223+4.6% | Added |
| PDT Partners, LLC | 27,847 | $1.21M | 0.10% | −3,253−10.5% | Reduced |
| Genesee Capital Advisors, LLC | 25,856 | $1.13M | 0.59% | +1,630+6.7% | Added |
| Envestnet Asset Management Inc | 25,607 | $1.11M | 0.00% | +2,052+8.7% | Added |
| Credit Suisse AG | 25,303 | $1.10M | 0.00% | +2,553+11.2% | Added |
| EAM Investors, LLC | 24,614 | $1.07M | 0.20% | −11,130−31.1% | Reduced |
| New York Life Investments Alternatives | 23,322 | $1.01M | 0.70% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,619 | $984.4K | 0.00% | +14,917+193.7% | Added |
| Gamco Investors, Inc. Et Al | 22,400 | $975.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 21,300 | $927.0K | 0.04% | +400+1.9% | Added |
| Hillsdale Investment Management Inc. | 21,100 | $918.0K | 0.06% | +21,100 | New |
| Price T Rowe Associates Inc | 20,723 | $902.0K | 0.00% | −1,362−6.2% | Reduced |
| RBF Capital, LLC | 20,000 | $873.0K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 18,980 | $826.0K | 0.02% | −2,810−12.9% | Reduced |
| State Board of Administration of Florida Retirement System | 18,806 | $818.0K | 0.00% | 00.0% | Unchanged |