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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, Q2 2022

Institutional positions in H&E Equipment Services, Inc. as of Jun 30, 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
162
0 vs. Q1 2022
Shares held
27.9M
+499.8K (+1.8%) vs. Q1 2022
Total value
$806.9M
−$381.0M (−32.1%) vs. Q1 2022
New holders
26
57 more added
Sold out
26
51 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 162 institutions
Q1 2021: 148 institutionsQ2 2021: 151 institutionsQ3 2021: 151 institutionsQ4 2021: 157 institutionsQ1 2022: 164 institutionsQ2 2022: 162 institutionsQ3 2022: 161 institutionsQ4 2022: 177 institutionsQ1 2023: 189 institutionsQ2 2023: 195 institutionsQ3 2023: 187 institutionsQ4 2023: 201 institutionsQ1 2024: 215 institutionsQ2 2024: 215 institutionsQ3 2024: 225 institutionsQ4 2024: 198 institutionsQ1 2025: 249 institutionsQ2 2025: 3 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $806.9M
Q1 2021: $976.3MQ2 2021: $851.4MQ3 2021: $912.0MQ4 2021: $1.23BQ1 2022: $1.19BQ2 2022: $806.9MQ3 2022: $781.5MQ4 2022: $1.27BQ1 2023: $1.25BQ2 2023: $1.28BQ3 2023: $1.19BQ4 2023: $1.47BQ1 2024: $1.80BQ2 2024: $1.24BQ3 2024: $1.41BQ4 2024: $1.50BQ1 2025: $2.97BQ2 2025: $296.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HEES and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20253$296.2K
Q1 2025249$2.97B
Q4 2024198$1.50B
Q3 2024225$1.41B
Q2 2024215$1.24B
Q1 2024215$1.80B
Q4 2023201$1.47B
Q3 2023187$1.19B
Q2 2023195$1.28B
Q1 2023189$1.25B
Q4 2022177$1.27B
Q3 2022161$781.5M
Q2 2022162$806.9M
Q1 2022164$1.19B
Q4 2021157$1.23B
Q3 2021151$912.0M
Q2 2021151$851.4M
Q1 2021148$976.3M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q1 2022.

Institutions holding HEES in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,249,942$94.2M0.00%+107,111+3.4%Added
Clearbridge Investments, LLC2,528,878$73.3M0.07%+6910.0%Added
BlackRock Inc.2,496,058$72.3M0.00%+215,650+9.5%Added
American Century Companies Inc1,288,614$37.3M0.03%+102,458+8.6%Added
Dimensional Fund Advisors LP1,261,242$36.5M0.01%−17,505−1.4%Reduced
Macquarie Group Ltd1,231,083$35.7M0.04%+7,231+0.6%Added
Janus Henderson Group PLC1,155,744$33.5M0.02%+386,506+50.2%Added
Alliancebernstein L.P.983,778$28.5M0.01%−509−0.1%Reduced
State Street Corp679,314$19.7M0.00%+11,697+1.8%Added
Geode Capital Management, LLC566,619$16.4M0.00%−10,087−1.7%Reduced
Ameriprise Financial Inc523,534$15.2M0.01%+36,591+7.5%Added
Penn Capital Management Co Inc515,838$14.9M1.61%+105,488+25.7%Added
Goldman Sachs Group Inc484,109$14.0M0.00%+51,619+11.9%Added
Charles Schwab Investment Management Inc447,564$13.0M0.00%+19,489+4.6%Added
Victory Capital Management Inc442,607$12.8M0.01%+46,185+11.7%Added
Northern Trust Corp396,233$11.5M0.00%−277,830−41.2%Reduced
Medina Singh Partners, LLC384,790$11.1M9.52%+99,481+34.9%Added
Bank of America Corp366,346$10.6M0.00%+30,760+9.2%Added
Citadel Advisors LLC359,674$10.4M0.01%+177,966+97.9%Added
Voya Investment Management LLC357,274$10.3M0.03%+6,558+1.9%Added
New York State Common Retirement Fund340,964$9.88M0.01%−42,970−11.2%Reduced
Mirae Asset Global Investments Co., Ltd.317,596$9.20M0.02%−35,553−10.1%Reduced
Morgan Stanley315,256$9.13M0.00%+162,426+106.3%Added
Bank of New York Mellon Corp296,432$8.59M0.00%−59,020−16.6%Reduced
Norges Bank289,659$8.39M0.00%−26,707−8.4%Reduced
Deutsche Bank AG269,136$7.80M0.00%+41,846+18.4%Added
Emerald Advisers, LLC254,908$7.38M0.38%−24,340−8.7%Reduced
Guggenheim Capital LLC247,730$7.18M0.06%+180+0.1%Added
Assenagon Asset Management S.A.247,420$7.17M0.03%+163,105+193.4%Added
Kennedy Capital Management, Inc.235,872$6.83M0.19%−49,252−17.3%Reduced
Advisors Asset Management, Inc.234,214$6.79M0.12%+234,214New
Intrinsic Edge Capital Management LLC214,220$6.21M0.56%−30,469−12.5%Reduced
SG Capital Management LLC212,883$6.17M4.08%−3,348−1.5%Reduced
Two Sigma Advisers, LP209,485$6.07M0.02%+24,400+13.2%Added
Driehaus Capital Management LLC172,029$4.98M0.08%−220,608−56.2%Reduced
Uniplan Investment Counsel, Inc.165,551$4.80M0.33%+6,559+4.1%Added
Emerald Mutual Fund Advisers Trust151,332$4.38M0.25%00.0%Unchanged
Gilder Gagnon Howe & Co LLC141,147$4.09M0.07%+12,274+9.5%Added
Moody Aldrich Partners LLC138,051$4.00M0.79%−103,014−42.7%Reduced
Formula Growth Ltd129,768$3.76M1.04%00.0%Unchanged
Portolan Capital Management, LLC119,461$3.46M0.35%−58,678−32.9%Reduced
Neuberger Berman Group LLC108,135$3.13M0.00%−371−0.3%Reduced
Putnam Investments LLC106,725$3.09M0.01%+49,731+87.3%Added
Stifel Financial Corp105,713$3.06M0.00%+42,795+68.0%Added
Bokf, NA102,093$2.96M0.06%−97−0.1%Reduced
Two Sigma Investments, LP99,970$2.90M0.01%+12,750+14.6%Added
Invesco Ltd.98,649$2.86M0.00%−52,840−34.9%Reduced
Renaissance Technologies LLC95,432$2.77M0.00%+81,332+576.8%Added
Nuveen Asset Management, LLC91,854$2.66M0.00%−1,765−1.9%Reduced
Shellback Capital, LP91,379$2.65M0.46%+91,379New
Voloridge Investment Management, LLC90,771$2.63M0.01%+90,771New
Susquehanna International Group, LLP82,771$2.40M0.01%+23,838+40.4%Added
JPMorgan Chase & Co82,505$2.39M0.00%+5,336+6.9%Added
Sit Investment Associates Inc82,450$2.39M0.07%00.0%Unchanged
Swiss National Bank77,000$2.23M0.00%00.0%Unchanged
UBS Group AG74,934$2.17M0.00%−9,661−11.4%Reduced
Bridgeway Capital Management, LLC72,900$2.11M0.05%00.0%Unchanged
State of Wisconsin Investment Board69,149$2.00M0.01%−53,751−43.7%Reduced
State of New Jersey Common Pension Fund D68,015$1.97M0.01%+68,015New
Allianz Asset Management GmbH60,900$1.76M0.00%+60,900New
Knights of Columbus Asset Advisors LLC59,415$1.72M0.17%+747+1.3%Added
Cozad Asset Management Inc56,055$1.62M0.25%−141−0.3%Reduced
Millennium Management LLC53,417$1.55M0.00%+43,644+446.6%Added
Cubist Systematic Strategies, LLC51,798$1.50M0.01%+2,336+4.7%Added
Federated Hermes, Inc.51,362$1.49M0.00%+16,154+45.9%Added
D. E. Shaw & Co., Inc.51,267$1.49M0.00%+51,267New
First Trust Advisors LP46,003$1.33M0.00%+46,003New
Regentatlantic Capital LLC45,587$1.32M0.04%00.0%Unchanged
M&G Investment Management Ltd43,831$1.27M0.01%+43,831New
BNP Paribas Arbitrage, SA43,229$1.25M0.00%+20,610+91.1%Added
Royal Bank of Canada41,920$1.21M0.00%−2,102−4.8%Reduced
ExodusPoint Capital Management, LP41,874$1.21M0.02%−5,953−12.4%Reduced
California State Teachers Retirement System41,675$1.21M0.00%+349+0.8%Added
Chartwell Investment Partners, LLC40,242$1.17M0.05%+1,006+2.6%Added
UBS Asset Management Americas Inc40,093$1.16M0.00%−7,763−16.2%Reduced
Squarepoint Ops LLC38,946$1.13M0.01%+22,622+138.6%Added
Rhumbline Advisers37,567$1.09M0.00%+3,035+8.8%Added
Gamco Investors, Inc. Et Al36,400$1.05M0.01%+14,000+62.5%Added
Raymond James & Associates36,236$1.05M0.00%−784−2.1%Reduced
Wells Fargo & Company35,593$1.03M0.00%−5,900−14.2%Reduced
Russell Investments Group, Ltd.35,102$1.01M0.00%+5,304+17.8%Added
Raymond James Financial Services Advisors, Inc.33,682$976.0K0.00%−2,984−8.1%Reduced
Captrust Financial Advisors32,539$943.0K0.01%+182+0.6%Added
Wealthspire Advisors, LLC32,328$937.0K0.02%00.0%Unchanged
New York Life Investments Alternatives32,319$936.0K0.86%+8,997+38.6%Added
Legal & General Group Plc31,697$918.0K0.00%−214−0.7%Reduced
Alberta Investment Management Corp31,574$915.0K0.01%00.0%Unchanged
Jump Financial, LLC31,454$911.0K0.04%+25,225+405.0%Added
PDT Partners, LLC30,289$877.0K0.08%+2,442+8.8%Added
Gabelli Funds LLC30,000$869.0K0.01%+30,000New
SummerHaven Investment Management, LLC27,948$810.0K0.55%00.0%Unchanged
US Bancorp27,497$797.0K0.00%−15,966−36.7%Reduced
Credit Suisse AG24,688$715.0K0.00%−615−2.4%Reduced
NorthCrest Asset Manangement, LLC21,300$617.0K0.03%00.0%Unchanged
SEI Investments Co21,229$615.0K0.00%+8,924+72.5%Added
Dark Forest Capital Management LP21,117$612.0K0.14%+21,117New
Hillsdale Investment Management Inc.21,100$611.0K0.05%00.0%Unchanged
Prudential Financial Inc17,190$610.0K0.00%+8,500+97.8%Added
Price T Rowe Associates Inc20,890$605.0K0.00%+167+0.8%Added
RBF Capital, LLC20,000$579.0K0.04%00.0%Unchanged