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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 17,905 | $779.0K | 0.00% | −628−3.4% | Reduced |
| MetLife Investment Management | 16,721 | $727.7K | 0.00% | +4,587+37.8% | Added |
| Squarepoint Ops LLC | 16,324 | $710.0K | 0.01% | +16,324 | New |
| American International Group, Inc. | 15,970 | $695.0K | 0.00% | −1,124−6.6% | Reduced |
| Renaissance Technologies LLC | 14,100 | $614.0K | 0.00% | +14,100 | New |
| Algert Global LLC | 13,673 | $595.0K | 0.04% | −563−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 13,436 | $584.7K | 0.00% | −3,247−19.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,500 | $544.0K | 0.00% | −500−3.8% | Reduced |
| SEI Investments Co | 12,305 | $536.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 11,220 | $489.0K | 0.05% | −1,976−15.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,189 | $487.0K | 0.00% | −90−0.8% | Reduced |
| Quadrature Capital Ltd | 10,908 | $475.0K | 0.02% | +10,908 | New |
| Brinker Capital Investments, LLC | 10,843 | $472.0K | 0.01% | +18+0.2% | Added |
| Handelsbanken Fonder AB | 10,437 | $454.0K | 0.00% | −2,300−18.1% | Reduced |
| Brookfield Asset Management Inc. | 9,789 | $426.0K | 0.00% | +9,789 | New |
| Millennium Management LLC | 9,773 | $425.0K | 0.00% | −20,488−67.7% | Reduced |
| Investors Research Corp | 9,350 | $407.0K | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,793 | $383.0K | 0.00% | +50+0.6% | Added |
| Prudential Financial Inc | 8,690 | $378.0K | 0.00% | +8,690 | New |
| HRT Financial LP | 8,156 | $354.0K | 0.00% | +8,156 | New |
| Citigroup Inc | 7,506 | $326.0K | 0.00% | −7,350−49.5% | Reduced |
| Teacher Retirement System of Texas | 6,736 | $293.0K | 0.00% | +462+7.4% | Added |
| Commonwealth Equity Services, LLC | 6,685 | $290.0K | 0.00% | +856+14.7% | Added |
| Oppenheimer Asset Management Inc. | 6,377 | $278.0K | 0.00% | +381+6.4% | Added |
| Jump Financial, LLC | 6,229 | $271.0K | 0.01% | +6,229 | New |
| KBC Group NV | 6,103 | $266.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,034 | $263.0K | 0.00% | −997−14.2% | Reduced |
| Principal Financial Group Inc | 5,841 | $254.0K | 0.00% | +372+6.8% | Added |
| Avantax Planning Partners, Inc. | 5,770 | $251.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,498 | $239.0K | 0.01% | −2,515−31.4% | Reduced |
| Barclays PLC | 5,372 | $234.0K | 0.00% | −33,670−86.2% | Reduced |
| Amalgamated Bank | 5,244 | $228.0K | 0.00% | −435−7.7% | Reduced |
| Amalgamated Financial Corp. | 5,244 | $228.0K | 0.00% | +5,244 | New |
| Man Group plc | 5,161 | $225.0K | 0.00% | +5,161 | New |
| Quantbot Technologies LP | 5,029 | $218.0K | 0.02% | +5,029 | New |
| MML Investors Services, LLC | 4,749 | $207.0K | 0.00% | +4,749 | New |
| Tudor Investment Corp Et Al | 4,664 | $203.0K | 0.01% | +4,664 | New |
| Public Employees Retirement System of Ohio | 3,450 | $150.0K | 0.00% | −104−2.9% | Reduced |
| FourThought Financial, LLC | 2,513 | $109.0K | 0.01% | −337−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,486 | $108.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,966 | $91.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,043 | $89.0K | 0.07% | +2,043 | New |
| The PNC Financial Services Group, Inc. | 2,029 | $87.0K | 0.00% | +257+14.5% | Added |
| Metropolitan Life Insurance Co | 1,914 | $83.3K | 0.00% | −6,575−77.5% | Reduced |
| FMR LLC | 1,240 | $54.0K | 0.00% | −12,533−91.0% | Reduced |
| Whittier Trust Co | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 922 | $40.0K | 0.00% | −478−34.1% | Reduced |
| CWM, LLC | 697 | $30.0K | 0.00% | −5−0.7% | Reduced |
| Smithfield Trust Co | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $24.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 445 | $19.0K | 0.00% | −358−44.6% | Reduced |
| Brown Brothers Harriman & Co | 260 | $11.0K | 0.00% | +260 | New |
| Quadrant Capital Group LLC | 162 | $7.00K | 0.00% | +4+2.5% | Added |
| Parallel Advisors, LLC | 117 | $5.00K | 0.00% | −20−14.6% | Reduced |
| Rockefeller Capital Management L.P. | 135 | $5.00K | 0.00% | +135 | New |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | +20 | New |
| TCWP LLC | 36 | $1.00K | 0.00% | +36 | New |
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| Assetmark, Inc | 5 | $0 | 0.00% | +5 | New |
| 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 |