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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, Q3 2022

Institutional positions in H&E Equipment Services, Inc. as of Sep 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
161
−1 vs. Q2 2022
Shares held
27.6M
−277.8K (−1.0%) vs. Q2 2022
Total value
$781.5M
−$25.5M (−3.2%) vs. Q2 2022
New holders
15
56 more added
Sold out
16
60 more reduced

Compare with Q2 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 holdersQ3 2022: 161 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 heldQ3 2022: $781.5M
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, Q3 2022

Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q2 2022.

Institutions holding HEES in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,319,831$94.1M0.00%+69,889+2.2%Added
BlackRock Inc.2,551,339$72.3M0.00%+55,281+2.2%Added
Clearbridge Investments, LLC2,538,810$72.0M0.07%+9,932+0.4%Added
American Century Companies Inc1,330,690$37.7M0.03%+42,076+3.3%Added
Dimensional Fund Advisors LP1,256,157$35.6M0.01%−5,085−0.4%Reduced
Macquarie Group Ltd1,225,822$34.8M0.04%−5,261−0.4%Reduced
Janus Henderson Group PLC1,141,555$32.4M0.02%−14,189−1.2%Reduced
Alliancebernstein L.P.908,499$25.7M0.01%−75,279−7.7%Reduced
State Street Corp674,252$19.1M0.00%−5,062−0.7%Reduced
Goldman Sachs Group Inc648,894$18.4M0.01%+164,785+34.0%Added
Victory Capital Management Inc606,145$17.2M0.02%+163,538+36.9%Added
Geode Capital Management, LLC598,476$17.0M0.00%+31,857+5.6%Added
Citadel Advisors LLC513,702$14.6M0.02%+154,028+42.8%Added
Penn Capital Management Co Inc506,051$14.4M1.61%−9,787−1.9%Reduced
Ameriprise Financial Inc484,744$13.7M0.01%−38,790−7.4%Reduced
Charles Schwab Investment Management Inc462,981$13.1M0.00%+15,417+3.4%Added
Medina Singh Partners, LLC433,317$12.3M12.91%+48,527+12.6%Added
New York State Common Retirement Fund341,034$9.66M0.01%+700.0%Added
Northern Trust Corp309,010$8.76M0.00%−87,223−22.0%Reduced
Bank of New York Mellon Corp308,896$8.75M0.00%+12,464+4.2%Added
Morgan Stanley304,686$8.63M0.00%−10,570−3.4%Reduced
Bank of America Corp290,763$8.24M0.00%−75,583−20.6%Reduced
Norges Bank289,659$8.21M0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.281,519$7.98M0.02%−36,077−11.4%Reduced
Guggenheim Capital LLC247,730$7.02M0.06%00.0%Unchanged
Assenagon Asset Management S.A.239,644$6.79M0.03%−7,776−3.1%Reduced
Intrinsic Edge Capital Management LLC234,220$6.64M0.74%+20,000+9.3%Added
Deutsche Bank AG222,712$6.31M0.00%−46,424−17.2%Reduced
Nuveen Asset Management, LLC188,828$5.35M0.00%+96,974+105.6%Added
Two Sigma Advisers, LP186,485$5.29M0.02%−23,000−11.0%Reduced
Uniplan Investment Counsel, Inc.164,761$4.67M0.36%−790−0.5%Reduced
Advisors Asset Management, Inc.160,710$4.55M0.09%−73,504−31.4%Reduced
Formula Growth Ltd149,768$4.24M1.21%+20,000+15.4%Added
Stifel Financial Corp145,194$4.12M0.01%+39,481+37.3%Added
Arrowstreet Capital, Limited Partnership144,915$4.11M0.01%+134,541+1,296.9%Added
Moody Aldrich Partners LLC141,579$4.01M0.83%+3,528+2.6%Added
Gilder Gagnon Howe & Co LLC140,832$3.99M0.07%−315−0.2%Reduced
Kennedy Capital Management, Inc.140,230$3.97M0.12%−95,642−40.5%Reduced
SG Capital Management LLC133,116$3.77M1.84%−79,767−37.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main128,885$3.65M0.01%+128,885New
Renaissance Technologies LLC117,532$3.33M0.00%+22,100+23.2%Added
Portolan Capital Management, LLC116,795$3.31M0.35%−2,666−2.2%Reduced
Two Sigma Investments, LP114,143$3.23M0.01%+14,173+14.2%Added
Neuberger Berman Group LLC107,456$3.04M0.00%−679−0.6%Reduced
Bokf, NA99,523$2.82M0.06%−2,570−2.5%Reduced
Invesco Ltd.92,079$2.61M0.00%−6,570−6.7%Reduced
UBS Group AG88,343$2.50M0.00%+13,409+17.9%Added
D. E. Shaw & Co., Inc.84,292$2.39M0.00%+33,025+64.4%Added
Sit Investment Associates Inc82,450$2.34M0.07%00.0%Unchanged
First Trust Advisors LP81,610$2.31M0.00%+35,607+77.4%Added
Swiss National Bank77,000$2.18M0.00%00.0%Unchanged
Voloridge Investment Management, LLC75,823$2.15M0.01%−14,948−16.5%Reduced
Bridgeway Capital Management, LLC72,900$2.07M0.06%00.0%Unchanged
State of Wisconsin Investment Board67,366$1.91M0.01%−1,783−2.6%Reduced
Wells Fargo & Company67,335$1.91M0.00%+31,742+89.2%Added
Squarepoint Ops LLC67,183$1.90M0.02%+28,237+72.5%Added
First Eagle Investment Management, LLC63,913$1.81M0.01%+63,913New
Allianz Asset Management GmbH59,935$1.70M0.00%−965−1.6%Reduced
Knights of Columbus Asset Advisors LLC59,284$1.68M0.17%−131−0.2%Reduced
ExodusPoint Capital Management, LP58,105$1.65M0.02%+16,231+38.8%Added
Russell Investments Group, Ltd.57,510$1.63M0.00%+22,408+63.8%Added
Panagora Asset Management Inc54,153$1.53M0.01%+54,153New
Federated Hermes, Inc.52,126$1.48M0.00%+764+1.5%Added
Alberta Investment Management Corp51,614$1.46M0.01%+20,040+63.5%Added
Millennium Management LLC50,931$1.44M0.00%−2,486−4.7%Reduced
Fisher Asset Management, LLC49,774$1.41M0.00%+49,774New
Cubist Systematic Strategies, LLC46,371$1.31M0.01%−5,427−10.5%Reduced
Susquehanna International Group, LLP45,690$1.29M0.00%−37,081−44.8%Reduced
Regentatlantic Capital LLC45,587$1.29M0.04%00.0%Unchanged
Oberweis Asset Management Inc44,900$1.27M0.30%+44,900New
M&G Investment Management Ltd43,831$1.23M0.01%00.0%Unchanged
Cozad Asset Management Inc42,858$1.22M0.20%−13,197−23.5%Reduced
BNP Paribas Arbitrage, SA41,358$1.17M0.00%−1,871−4.3%Reduced
JPMorgan Chase & Co41,093$1.16M0.00%−41,412−50.2%Reduced
California State Teachers Retirement System40,606$1.15M0.00%−1,069−2.6%Reduced
Gamco Investors, Inc. Et Al40,400$1.15M0.01%+4,000+11.0%Added
Rhumbline Advisers40,355$1.14M0.00%+2,788+7.4%Added
Acadian Asset Management LLC40,036$1.14M0.01%+20,407+104.0%Added
UBS Asset Management Americas Inc38,507$1.09M0.00%−1,586−4.0%Reduced
Royal Bank of Canada38,326$1.09M0.00%−3,594−8.6%Reduced
New York Life Investments Alternatives36,805$1.04M1.04%+4,486+13.9%Added
Gsa Capital Partners LLP35,651$1.01M0.13%+35,651New
Raymond James & Associates34,886$989.0K0.00%−1,350−3.7%Reduced
Captrust Financial Advisors32,557$923.0K0.01%+18+0.1%Added
Wealthspire Advisors, LLC32,328$916.0K0.02%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.31,240$885.0K0.00%−2,442−7.3%Reduced
Gabelli Funds LLC29,900$847.0K0.01%−100−0.3%Reduced
Legal & General Group Plc29,204$827.0K0.00%−2,493−7.9%Reduced
Credit Suisse AG27,476$778.0K0.00%+2,788+11.3%Added
US Bancorp27,101$768.0K0.00%−396−1.4%Reduced
Teacher Retirement System of Texas26,941$764.0K0.01%+26,941New
Prudential Financial Inc26,407$749.0K0.00%+9,217+53.6%Added
Jump Financial, LLC25,400$720.0K0.03%−6,054−19.2%Reduced
NorthCrest Asset Manangement, LLC21,300$604.0K0.03%00.0%Unchanged
Engineers Gate Manager LP21,330$604.0K0.04%+21,330New
SEI Investments Co21,229$602.0K0.00%00.0%Unchanged
Price T Rowe Associates Inc21,141$600.0K0.00%+251+1.2%Added
RBF Capital, LLC20,000$567.0K0.05%00.0%Unchanged
Qube Research & Technologies Ltd19,482$552.0K0.00%+8,374+75.4%Added
Glenmede Trust Co NA18,964$537.0K0.00%−96−0.5%Reduced