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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 47,827 | $2.08M | 0.03% | +106+0.2% | Added |
| UBS Asset Management Americas Inc | 47,856 | $2.08M | 0.00% | +7,105+17.4% | Added |
| Arrowstreet Capital, Limited Partnership | 49,407 | $2.15M | 0.00% | +49,407 | New |
| Cubist Systematic Strategies, LLC | 49,462 | $2.15M | 0.02% | +31,432+174.3% | Added |
| Cozad Asset Management Inc | 56,196 | $2.45M | 0.34% | +3,547+6.7% | 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 |
| Knights of Columbus Asset Advisors LLC | 58,668 | $2.55M | 0.22% | +115+0.2% | Added |
| Susquehanna International Group, LLP | 58,933 | $2.56M | 0.00% | +19,095+47.9% | Added |
| Parametric Portfolio Associates LLC | 61,477 | $2.67M | 0.00% | +16,475+36.6% | Added |
| Stifel Financial Corp | 62,918 | $2.74M | 0.00% | −17,530−21.8% | Reduced |
| Bridgeway Capital Management, LLC | 72,900 | $3.17M | 0.06% | 00.0% | Unchanged |
| Swiss National Bank | 77,000 | $3.35M | 0.00% | +5,400+7.5% | Added |
| JPMorgan Chase & Co | 77,169 | $3.36M | 0.00% | −28,819−27.2% | Reduced |
| Sit Investment Associates Inc | 82,450 | $3.59M | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 84,315 | $3.67M | 0.01% | +84,315 | New |
| UBS Group AG | 84,595 | $3.68M | 0.00% | +23,419+38.3% | Added |
| Two Sigma Investments, LP | 87,220 | $3.80M | 0.01% | +17,299+24.7% | Added |
| Nuveen Asset Management, LLC | 93,619 | $4.08M | 0.00% | −1,950−2.0% | Reduced |
| Bokf, NA | 102,190 | $4.45M | 0.07% | −23,648−18.8% | Reduced |
| Neuberger Berman Group LLC | 108,506 | $4.72M | 0.00% | +5,003+4.8% | Added |
| LPL Financial LLC | 109,565 | $4.77M | 0.00% | +3,051+2.9% | Added |
| State of Wisconsin Investment Board | 122,900 | $5.35M | 0.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 128,873 | $5.61M | 0.05% | −179−0.1% | Reduced |
| Formula Growth Ltd | 129,768 | $5.65M | 1.08% | +41,064+46.3% | Added |
| Emerald Mutual Fund Advisers Trust | 151,332 | $6.59M | 0.29% | −5,130−3.3% | Reduced |
| Invesco Ltd. | 151,489 | $6.59M | 0.00% | −36,789−19.5% | Reduced |
| Morgan Stanley | 152,830 | $6.65M | 0.00% | −30,336−16.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 158,992 | $6.92M | 0.41% | +81,264+104.5% | Added |
| Portolan Capital Management, LLC | 178,139 | $7.75M | 0.62% | +34,248+23.8% | Added |
| Citadel Advisors LLC | 181,708 | $7.91M | 0.01% | −255,442−58.4% | Reduced |
| Two Sigma Advisers, LP | 185,085 | $8.05M | 0.02% | −17,397−8.6% | Reduced |
| SG Capital Management LLC | 216,231 | $9.41M | 4.61% | −116,675−35.0% | Reduced |
| Deutsche Bank AG | 227,290 | $9.89M | 0.00% | −2,078−0.9% | Reduced |
| Moody Aldrich Partners LLC | 241,065 | $10.5M | 1.48% | +25,647+11.9% | Added |
| Intrinsic Edge Capital Management LLC | 244,689 | $10.6M | 0.84% | +61,470+33.6% | Added |
| Guggenheim Capital LLC | 247,550 | $10.8M | 0.07% | +165,397+201.3% | Added |
| Emerald Advisers, LLC | 279,248 | $12.2M | 0.46% | +7,619+2.8% | Added |
| Kennedy Capital Management, Inc. | 285,124 | $12.4M | 0.29% | −27,790−8.9% | Reduced |
| Medina Singh Partners, LLC | 285,309 | $12.4M | 7.96% | 00.0% | Unchanged |
| Norges Bank | 316,366 | $13.8M | 0.00% | −2,700−0.8% | Reduced |
| Bank of America Corp | 335,586 | $14.6M | 0.00% | +46,151+15.9% | Added |
| Voya Investment Management LLC | 350,716 | $15.3M | 0.03% | +337,984+2,654.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 353,149 | $15.4M | 0.03% | −62,004−14.9% | Reduced |
| Victory Capital Management Inc | 396,422 | $15.4M | 0.02% | +110,199+38.5% | Added |
| Bank of New York Mellon Corp | 355,452 | $15.5M | 0.00% | −5,588−1.5% | Reduced |
| New York State Common Retirement Fund | 383,934 | $16.7M | 0.02% | +15,668+4.3% | Added |
| Penn Capital Management Co Inc | 410,350 | $16.7M | 1.72% | −4,901−1.2% | Reduced |
| Driehaus Capital Management LLC | 392,637 | $17.1M | 0.21% | +69,795+21.6% | Added |
| Charles Schwab Investment Management Inc | 428,075 | $18.6M | 0.01% | +8,448+2.0% | Added |
| Goldman Sachs Group Inc | 432,490 | $18.8M | 0.00% | −165,142−27.6% | Reduced |
| Ameriprise Financial Inc | 486,943 | $21.2M | 0.01% | −30,870−6.0% | Reduced |
| Geode Capital Management, LLC | 576,706 | $25.1M | 0.00% | +15,474+2.8% | Added |
| State Street Corp | 667,617 | $29.1M | 0.00% | +14,448+2.2% | Added |
| Northern Trust Corp | 674,063 | $29.3M | 0.01% | −2,580−0.4% | Reduced |
| Janus Henderson Group PLC | 769,238 | $33.5M | 0.02% | −754,530−49.5% | Reduced |
| Granite Investment Partners, LLC | 848,413 | $36.9M | 1.25% | −79,444−8.6% | Reduced |
| Alliancebernstein L.P. | 984,287 | $42.8M | 0.02% | +156,207+18.9% | Added |
| American Century Companies Inc | 1,186,156 | $51.6M | 0.04% | +214,749+22.1% | Added |
| Macquarie Group Ltd | 1,223,852 | $53.3M | 0.05% | −3,166−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,278,747 | $55.7M | 0.02% | −2,394−0.2% | Reduced |
| BlackRock Inc. | 2,280,408 | $99.2M | 0.00% | −19,448−0.8% | Reduced |
| Clearbridge Investments, LLC | 2,528,187 | $110.0M | 0.08% | −1770.0% | Reduced |
| Vanguard Group Inc | 3,142,831 | $136.8M | 0.00% | +95,195+3.1% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −397,920−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,647−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,113−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Tygh Capital Management, Inc. | – | – | – | – | Not filed |
| Crescent Capital Consulting, LLC | – | – | – | – | Not filed |