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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
Lindbrook Capital, LLC17$00.00%−3−15.0%Reduced
Covestor Ltd11$00.00%+1+10.0%Added
Parallel Advisors, LLC51$1.00K0.00%−66−56.4%Reduced
Pin Oak Investment Advisors Inc50$1.00K0.00%00.0%Unchanged
Signaturefd, LLC42$1.00K0.00%00.0%Unchanged
Glassman Wealth Services43$1.00K0.00%+43New
Ellevest, Inc.76$2.00K0.00%+76New
Rockefeller Capital Management L.P.135$3.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management100$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.151$4.00K0.00%+151New
Quadrant Capital Group LLC158$5.00K0.00%−4−2.5%Reduced
Private Trust Co NA300$9.00K0.00%+300New
Brown Brothers Harriman & Co424$12.0K0.00%+164+63.1%Added
Antonetti Capital Management LLC550$16.0K0.02%00.0%Unchanged
Simplex Trading, LLC715$20.0K0.00%+715New
CWM, LLC725$21.0K0.00%+28+4.0%Added
SeaCrest Wealth Management, LLC715$21.0K0.00%+715New
BOK Financial Private Wealth, Inc.839$24.0K0.00%+839New
FMR LLC868$25.0K0.00%−372−30.0%Reduced
Allspring Global Investments Holdings, LLC922$26.0K0.00%00.0%Unchanged
Group One Trading, L.P.929$27.0K0.00%+929New
Tower Research Capital LLC (TRC)995$28.0K0.00%+550+123.6%Added
Whittier Trust Co1,000$29.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.1,200$35.0K0.02%+1,200New
The PNC Financial Services Group, Inc.1,496$43.0K0.00%−533−26.3%Reduced
Barclays PLC1,601$46.0K0.00%−3,771−70.2%Reduced
Point72 Hong Kong Ltd1,661$48.0K0.00%+1,661New
Eagle Bay Advisors LLC1,775$51.4K0.03%+1,775New
Metropolitan Life Insurance Co1,914$55.4K0.00%00.0%Unchanged
Great West Life Assurance Co1,966$57.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,486$72.0K0.00%00.0%Unchanged
FourThought Financial, LLC2,513$73.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.2,606$75.0K0.00%−15,572−85.7%Reduced
National Bank of Canada3,230$94.0K0.00%+3,230New
Public Employees Retirement System of Ohio3,345$97.0K0.00%−105−3.0%Reduced
SG Americas Securities, LLC3,525$102.0K0.00%+3,525New
Quantbot Technologies LP4,184$121.0K0.01%−845−16.8%Reduced
Amalgamated Bank5,049$146.0K0.00%−195−3.7%Reduced
Citigroup Inc5,521$159.0K0.00%−1,985−26.4%Reduced
Benjamin F. Edwards & Company, Inc.5,517$160.0K0.01%+19+0.3%Added
Versor Investments LP7,006$203.0K0.01%+7,006New
Brinker Capital Investments, LLC7,266$210.0K0.00%−3,577−33.0%Reduced
Counterpoint Mutual Funds LLC7,821$227.0K0.15%+5,778+282.8%Added
Arizona State Retirement System8,818$255.0K0.00%+25+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,922$258.0K0.00%−2,267−20.3%Reduced
Investors Research Corp9,350$271.0K0.08%00.0%Unchanged
Arrowstreet Capital, Limited Partnership10,374$301.0K0.00%−39,033−79.0%Reduced
Qube Research & Technologies Ltd11,108$322.0K0.00%−20,509−64.9%Reduced
LPL Financial LLC11,254$326.0K0.00%−98,311−89.7%Reduced
Nisa Investment Advisors, LLC12,500$362.0K0.00%00.0%Unchanged
BTC Capital Management, Inc.12,855$374.0K0.05%+1,635+14.6%Added
Manufacturers Life Insurance Company, The13,273$384.5K0.00%−163−1.2%Reduced
Envestnet Asset Management Inc13,468$390.0K0.00%−12,139−47.4%Reduced
STRS Ohio13,900$402.0K0.00%+13,900New
American International Group, Inc.14,934$433.0K0.00%−1,036−6.5%Reduced
HRT Financial LP15,509$449.0K0.00%+7,353+90.2%Added
MetLife Investment Management16,721$484.4K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System18,806$545.0K0.00%00.0%Unchanged
Shell Asset Management Co19,012$551.0K0.02%+32+0.2%Added
Glenmede Trust Co NA19,060$552.0K0.00%−9,138−32.4%Reduced
Acadian Asset Management LLC19,629$568.0K0.00%+19,629New
RBF Capital, LLC20,000$579.0K0.04%00.0%Unchanged
Price T Rowe Associates Inc20,890$605.0K0.00%+167+0.8%Added
Prudential Financial Inc17,190$610.0K0.00%+8,500+97.8%Added
Hillsdale Investment Management Inc.21,100$611.0K0.05%00.0%Unchanged
Dark Forest Capital Management LP21,117$612.0K0.14%+21,117New
SEI Investments Co21,229$615.0K0.00%+8,924+72.5%Added
NorthCrest Asset Manangement, LLC21,300$617.0K0.03%00.0%Unchanged
Credit Suisse AG24,688$715.0K0.00%−615−2.4%Reduced
US Bancorp27,497$797.0K0.00%−15,966−36.7%Reduced
SummerHaven Investment Management, LLC27,948$810.0K0.55%00.0%Unchanged
Gabelli Funds LLC30,000$869.0K0.01%+30,000New
PDT Partners, LLC30,289$877.0K0.08%+2,442+8.8%Added
Jump Financial, LLC31,454$911.0K0.04%+25,225+405.0%Added
Alberta Investment Management Corp31,574$915.0K0.01%00.0%Unchanged
Legal & General Group Plc31,697$918.0K0.00%−214−0.7%Reduced
New York Life Investments Alternatives32,319$936.0K0.86%+8,997+38.6%Added
Wealthspire Advisors, LLC32,328$937.0K0.02%00.0%Unchanged
Captrust Financial Advisors32,539$943.0K0.01%+182+0.6%Added
Raymond James Financial Services Advisors, Inc.33,682$976.0K0.00%−2,984−8.1%Reduced
Russell Investments Group, Ltd.35,102$1.01M0.00%+5,304+17.8%Added
Wells Fargo & Company35,593$1.03M0.00%−5,900−14.2%Reduced
Raymond James & Associates36,236$1.05M0.00%−784−2.1%Reduced
Gamco Investors, Inc. Et Al36,400$1.05M0.01%+14,000+62.5%Added
Rhumbline Advisers37,567$1.09M0.00%+3,035+8.8%Added
Squarepoint Ops LLC38,946$1.13M0.01%+22,622+138.6%Added
UBS Asset Management Americas Inc40,093$1.16M0.00%−7,763−16.2%Reduced
Chartwell Investment Partners, LLC40,242$1.17M0.05%+1,006+2.6%Added
California State Teachers Retirement System41,675$1.21M0.00%+349+0.8%Added
ExodusPoint Capital Management, LP41,874$1.21M0.02%−5,953−12.4%Reduced
Royal Bank of Canada41,920$1.21M0.00%−2,102−4.8%Reduced
BNP Paribas Arbitrage, SA43,229$1.25M0.00%+20,610+91.1%Added
M&G Investment Management Ltd43,831$1.27M0.01%+43,831New
Regentatlantic Capital LLC45,587$1.32M0.04%00.0%Unchanged
First Trust Advisors LP46,003$1.33M0.00%+46,003New
D. E. Shaw & Co., Inc.51,267$1.49M0.00%+51,267New
Federated Hermes, Inc.51,362$1.49M0.00%+16,154+45.9%Added
Cubist Systematic Strategies, LLC51,798$1.50M0.01%+2,336+4.7%Added
Millennium Management LLC53,417$1.55M0.00%+43,644+446.6%Added