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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
Acadian Asset Management LLC19,629$568.0K0.00%+19,629New
Glenmede Trust Co NA19,060$552.0K0.00%−9,138−32.4%Reduced
Shell Asset Management Co19,012$551.0K0.02%+32+0.2%Added
State Board of Administration of Florida Retirement System18,806$545.0K0.00%00.0%Unchanged
MetLife Investment Management16,721$484.4K0.00%00.0%Unchanged
HRT Financial LP15,509$449.0K0.00%+7,353+90.2%Added
American International Group, Inc.14,934$433.0K0.00%−1,036−6.5%Reduced
STRS Ohio13,900$402.0K0.00%+13,900New
Envestnet Asset Management Inc13,468$390.0K0.00%−12,139−47.4%Reduced
Manufacturers Life Insurance Company, The13,273$384.5K0.00%−163−1.2%Reduced
BTC Capital Management, Inc.12,855$374.0K0.05%+1,635+14.6%Added
Nisa Investment Advisors, LLC12,500$362.0K0.00%00.0%Unchanged
LPL Financial LLC11,254$326.0K0.00%−98,311−89.7%Reduced
Qube Research & Technologies Ltd11,108$322.0K0.00%−20,509−64.9%Reduced
Arrowstreet Capital, Limited Partnership10,374$301.0K0.00%−39,033−79.0%Reduced
Investors Research Corp9,350$271.0K0.08%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)8,922$258.0K0.00%−2,267−20.3%Reduced
Arizona State Retirement System8,818$255.0K0.00%+25+0.3%Added
Counterpoint Mutual Funds LLC7,821$227.0K0.15%+5,778+282.8%Added
Brinker Capital Investments, LLC7,266$210.0K0.00%−3,577−33.0%Reduced
Versor Investments LP7,006$203.0K0.01%+7,006New
Benjamin F. Edwards & Company, Inc.5,517$160.0K0.01%+19+0.3%Added
Citigroup Inc5,521$159.0K0.00%−1,985−26.4%Reduced
Amalgamated Bank5,049$146.0K0.00%−195−3.7%Reduced
Quantbot Technologies LP4,184$121.0K0.01%−845−16.8%Reduced
SG Americas Securities, LLC3,525$102.0K0.00%+3,525New
Public Employees Retirement System of Ohio3,345$97.0K0.00%−105−3.0%Reduced
National Bank of Canada3,230$94.0K0.00%+3,230New
Advisor Group Holdings, Inc.2,606$75.0K0.00%−15,572−85.7%Reduced
FourThought Financial, LLC2,513$73.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.2,486$72.0K0.00%00.0%Unchanged
Great West Life Assurance Co1,966$57.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,914$55.4K0.00%00.0%Unchanged
Eagle Bay Advisors LLC1,775$51.4K0.03%+1,775New
Point72 Hong Kong Ltd1,661$48.0K0.00%+1,661New
Barclays PLC1,601$46.0K0.00%−3,771−70.2%Reduced
The PNC Financial Services Group, Inc.1,496$43.0K0.00%−533−26.3%Reduced
Total Clarity Wealth Management, Inc.1,200$35.0K0.02%+1,200New
Whittier Trust Co1,000$29.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)995$28.0K0.00%+550+123.6%Added
Group One Trading, L.P.929$27.0K0.00%+929New
Allspring Global Investments Holdings, LLC922$26.0K0.00%00.0%Unchanged
FMR LLC868$25.0K0.00%−372−30.0%Reduced
BOK Financial Private Wealth, Inc.839$24.0K0.00%+839New
CWM, LLC725$21.0K0.00%+28+4.0%Added
SeaCrest Wealth Management, LLC715$21.0K0.00%+715New
Simplex Trading, LLC715$20.0K0.00%+715New
Antonetti Capital Management LLC550$16.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co424$12.0K0.00%+164+63.1%Added
Private Trust Co NA300$9.00K0.00%+300New
Quadrant Capital Group LLC158$5.00K0.00%−4−2.5%Reduced
TCI Wealth Advisors, Inc.151$4.00K0.00%+151New
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
Ellevest, Inc.76$2.00K0.00%+76New
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
Lindbrook Capital, LLC17$00.00%−3−15.0%Reduced
Covestor Ltd11$00.00%+1+10.0%Added
Granite Investment Partners, LLC0$00.00%−848,413−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−56,975−100.0%Sold out
HN Saltoro Capital, LP0$00.00%−47,292−100.0%Sold out
EAM Global Investors LLC0$00.00%−35,775−100.0%Sold out
Advisory Research Inc0$00.00%−34,443−100.0%Sold out
Genesee Capital Advisors, LLC0$00.00%−25,856−100.0%Sold out
EAM Investors, LLC0$00.00%−24,614−100.0%Sold out
Truist Financial Corp0$00.00%−17,905−100.0%Sold out
Algert Global LLC0$00.00%−13,673−100.0%Sold out
Quadrature Capital Ltd0$00.00%−10,908−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−10,437−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−9,789−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−6,736−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−6,685−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−6,377−100.0%Sold out
KBC Group NV0$00.00%−6,103−100.0%Sold out
ProShare Advisors LLC0$00.00%−6,034−100.0%Sold out
Principal Financial Group Inc0$00.00%−5,841−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−5,770−100.0%Sold out
Man Group plc0$00.00%−5,161−100.0%Sold out
MML Investors Services, LLC0$00.00%−4,749−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−4,664−100.0%Sold out
Smithfield Trust Co0$00.00%−600−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−44−100.0%Sold out
TCWP LLC0$00.00%−36−100.0%Sold out
Assetmark, Inc0$00.00%−5−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed