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 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| Assetmark, Inc | 5 | $0 | 0.00% | +5 | New |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | +20 | New |
| TCWP LLC | 36 | $1.00K | 0.00% | +36 | New |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 117 | $5.00K | 0.00% | −20−14.6% | Reduced |
| Rockefeller Capital Management L.P. | 135 | $5.00K | 0.00% | +135 | New |
| Quadrant Capital Group LLC | 162 | $7.00K | 0.00% | +4+2.5% | Added |
| Brown Brothers Harriman & Co | 260 | $11.0K | 0.00% | +260 | New |
| Tower Research Capital LLC (TRC) | 445 | $19.0K | 0.00% | −358−44.6% | 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 | 697 | $30.0K | 0.00% | −5−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 922 | $40.0K | 0.00% | −478−34.1% | Reduced |
| Whittier Trust Co | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,240 | $54.0K | 0.00% | −12,533−91.0% | Reduced |
| Metropolitan Life Insurance Co | 1,914 | $83.3K | 0.00% | −6,575−77.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,029 | $87.0K | 0.00% | +257+14.5% | Added |
| Counterpoint Mutual Funds LLC | 2,043 | $89.0K | 0.07% | +2,043 | New |
| Great West Life Assurance Co | 1,966 | $91.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,486 | $108.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,513 | $109.0K | 0.01% | −337−11.8% | Reduced |
| Public Employees Retirement System of Ohio | 3,450 | $150.0K | 0.00% | −104−2.9% | Reduced |
| Tudor Investment Corp Et Al | 4,664 | $203.0K | 0.01% | +4,664 | New |
| MML Investors Services, LLC | 4,749 | $207.0K | 0.00% | +4,749 | New |
| Quantbot Technologies LP | 5,029 | $218.0K | 0.02% | +5,029 | New |
| Man Group plc | 5,161 | $225.0K | 0.00% | +5,161 | New |
| Amalgamated Bank | 5,244 | $228.0K | 0.00% | −435−7.7% | Reduced |
| Amalgamated Financial Corp. | 5,244 | $228.0K | 0.00% | +5,244 | New |
| Barclays PLC | 5,372 | $234.0K | 0.00% | −33,670−86.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,498 | $239.0K | 0.01% | −2,515−31.4% | Reduced |
| Avantax Planning Partners, Inc. | 5,770 | $251.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,841 | $254.0K | 0.00% | +372+6.8% | Added |
| ProShare Advisors LLC | 6,034 | $263.0K | 0.00% | −997−14.2% | Reduced |
| KBC Group NV | 6,103 | $266.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,229 | $271.0K | 0.01% | +6,229 | New |
| Oppenheimer Asset Management Inc. | 6,377 | $278.0K | 0.00% | +381+6.4% | Added |
| Commonwealth Equity Services, LLC | 6,685 | $290.0K | 0.00% | +856+14.7% | Added |
| Teacher Retirement System of Texas | 6,736 | $293.0K | 0.00% | +462+7.4% | Added |
| Citigroup Inc | 7,506 | $326.0K | 0.00% | −7,350−49.5% | Reduced |
| HRT Financial LP | 8,156 | $354.0K | 0.00% | +8,156 | New |
| Prudential Financial Inc | 8,690 | $378.0K | 0.00% | +8,690 | New |
| Arizona State Retirement System | 8,793 | $383.0K | 0.00% | +50+0.6% | Added |
| Investors Research Corp | 9,350 | $407.0K | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 9,773 | $425.0K | 0.00% | −20,488−67.7% | Reduced |
| Brookfield Asset Management Inc. | 9,789 | $426.0K | 0.00% | +9,789 | New |
| Handelsbanken Fonder AB | 10,437 | $454.0K | 0.00% | −2,300−18.1% | Reduced |
| Brinker Capital Investments, LLC | 10,843 | $472.0K | 0.01% | +18+0.2% | Added |
| Quadrature Capital Ltd | 10,908 | $475.0K | 0.02% | +10,908 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,189 | $487.0K | 0.00% | −90−0.8% | Reduced |
| BTC Capital Management, Inc. | 11,220 | $489.0K | 0.05% | −1,976−15.0% | Reduced |
| SEI Investments Co | 12,305 | $536.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,500 | $544.0K | 0.00% | −500−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 13,436 | $584.7K | 0.00% | −3,247−19.5% | Reduced |
| Algert Global LLC | 13,673 | $595.0K | 0.04% | −563−4.0% | Reduced |
| Renaissance Technologies LLC | 14,100 | $614.0K | 0.00% | +14,100 | New |
| American International Group, Inc. | 15,970 | $695.0K | 0.00% | −1,124−6.6% | Reduced |
| Squarepoint Ops LLC | 16,324 | $710.0K | 0.01% | +16,324 | New |
| MetLife Investment Management | 16,721 | $727.7K | 0.00% | +4,587+37.8% | Added |
| Truist Financial Corp | 17,905 | $779.0K | 0.00% | −628−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 18,806 | $818.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 18,980 | $826.0K | 0.02% | −2,810−12.9% | Reduced |
| RBF Capital, LLC | 20,000 | $873.0K | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,723 | $902.0K | 0.00% | −1,362−6.2% | Reduced |
| Hillsdale Investment Management Inc. | 21,100 | $918.0K | 0.06% | +21,100 | New |
| NorthCrest Asset Manangement, LLC | 21,300 | $927.0K | 0.04% | +400+1.9% | Added |
| Gamco Investors, Inc. Et Al | 22,400 | $975.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,619 | $984.4K | 0.00% | +14,917+193.7% | Added |
| New York Life Investments Alternatives | 23,322 | $1.01M | 0.70% | 00.0% | Unchanged |
| EAM Investors, LLC | 24,614 | $1.07M | 0.20% | −11,130−31.1% | Reduced |
| Credit Suisse AG | 25,303 | $1.10M | 0.00% | +2,553+11.2% | Added |
| Envestnet Asset Management Inc | 25,607 | $1.11M | 0.00% | +2,052+8.7% | Added |
| Genesee Capital Advisors, LLC | 25,856 | $1.13M | 0.59% | +1,630+6.7% | Added |
| PDT Partners, LLC | 27,847 | $1.21M | 0.10% | −3,253−10.5% | Reduced |
| SummerHaven Investment Management, LLC | 27,948 | $1.22M | 0.69% | +1,223+4.6% | Added |
| Glenmede Trust Co NA | 28,198 | $1.23M | 0.01% | −60−0.2% | Reduced |
| Russell Investments Group, Ltd. | 29,798 | $1.29M | 0.00% | −106−0.4% | Reduced |
| Alberta Investment Management Corp | 31,574 | $1.37M | 0.01% | +20,264+179.2% | Added |
| Qube Research & Technologies Ltd | 31,617 | $1.38M | 0.01% | −16,281−34.0% | Reduced |
| Advisor Group Holdings, Inc. | 18,178 | $1.38M | 0.00% | +15,458+568.3% | Added |
| Legal & General Group Plc | 31,911 | $1.39M | 0.00% | +93+0.3% | Added |
| Wealthspire Advisors, LLC | 32,328 | $1.41M | 0.03% | +1,922+6.3% | Added |
| Captrust Financial Advisors | 32,357 | $1.41M | 0.01% | +32,346+294,054.5% | Added |
| Advisory Research Inc | 34,443 | $1.50M | 0.12% | −2,090−5.7% | Reduced |
| Rhumbline Advisers | 34,532 | $1.50M | 0.00% | −328−0.9% | Reduced |
| Federated Hermes, Inc. | 35,208 | $1.53M | 0.00% | −9,748−21.7% | Reduced |
| EAM Global Investors LLC | 35,775 | $1.56M | 0.29% | −16,091−31.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,666 | $1.60M | 0.00% | +66+0.2% | Added |
| Raymond James & Associates | 37,020 | $1.61M | 0.00% | +2,864+8.4% | Added |
| Chartwell Investment Partners, LLC | 39,236 | $1.71M | 0.06% | +1,643+4.4% | Added |
| California State Teachers Retirement System | 41,326 | $1.80M | 0.00% | −3,777−8.4% | Reduced |
| Wells Fargo & Company | 41,493 | $1.81M | 0.00% | +12,200+41.6% | Added |
| US Bancorp | 43,463 | $1.89M | 0.00% | −86−0.2% | Reduced |
| Royal Bank of Canada | 44,022 | $1.92M | 0.00% | −5,744−11.5% | Reduced |
| Regentatlantic Capital LLC | 45,587 | $1.98M | 0.06% | +45,587 | New |
| HN Saltoro Capital, LP | 47,292 | $2.06M | 2.16% | +27,679+141.1% | Added |