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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | +2+18.2% | Added |
| Pin Oak Investment Advisors Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 38 | $1.00K | 0.00% | −4−9.5% | Reduced |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.00K | 0.00% | +16+94.1% | Added |
| Ellevest, Inc. | 65 | $2.00K | 0.00% | −11−14.5% | Reduced |
| Tyler-Stone Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 151 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 308 | $9.00K | 0.00% | +150+94.9% | Added |
| Brown Brothers Harriman & Co | 424 | $12.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $16.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 662 | $19.0K | 0.00% | +562+562.0% | Added |
| CWM, LLC | 719 | $20.0K | 0.00% | −6−0.8% | Reduced |
| Aquatic Capital Management LLC | 800 | $23.0K | 0.00% | +800 | New |
| BOK Financial Private Wealth, Inc. | 839 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,068 | $30.0K | 0.00% | +1,068 | New |
| STRS Ohio | 1,100 | $31.0K | 0.00% | −12,800−92.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,389 | $39.0K | 0.00% | −107−7.2% | Reduced |
| Eagle Bay Advisors LLC | 1,775 | $50.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,914 | $54.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,966 | $56.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,265 | $64.0K | 0.00% | +1,550+216.8% | Added |
| Ameritas Investment Partners, Inc. | 2,486 | $70.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,552 | $71.0K | 0.00% | −54−2.1% | Reduced |
| FourThought Financial, LLC | 2,513 | $71.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,283 | $93.0K | 0.00% | −62−1.9% | Reduced |
| Citigroup Inc | 4,085 | $115.0K | 0.00% | −1,436−26.0% | Reduced |
| National Bank of Canada | 4,960 | $139.0K | 0.00% | +1,730+53.6% | Added |
| Amalgamated Bank | 5,128 | $145.0K | 0.00% | +79+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,517 | $156.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,789 | $164.0K | 0.00% | +4,794+481.8% | Added |
| PDT Partners, LLC | 7,083 | $201.0K | 0.03% | −23,206−76.6% | Reduced |
| Virginia Retirement Systems Et Al | 7,400 | $209.7K | 0.00% | +7,400 | New |
| Brinker Capital Investments, LLC | 7,657 | $217.0K | 0.00% | +391+5.4% | Added |
| Emerald Advisers, LLC | 8,099 | $230.0K | 0.01% | −246,809−96.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,389 | $238.0K | 0.00% | −533−6.0% | Reduced |
| Arizona State Retirement System | 8,844 | $251.0K | 0.00% | +26+0.3% | Added |
| Quantbot Technologies LP | 9,003 | $255.0K | 0.02% | +4,819+115.2% | Added |
| Investors Research Corp | 9,350 | $265.0K | 0.08% | 00.0% | Unchanged |
| FMR LLC | 9,374 | $265.0K | 0.00% | +8,506+980.0% | Added |
| Algert Global LLC | 10,440 | $296.0K | 0.02% | +10,440 | New |
| LPL Financial LLC | 10,992 | $311.0K | 0.00% | −262−2.3% | Reduced |
| Barclays PLC | 11,507 | $326.0K | 0.00% | +9,906+618.7% | Added |
| Dynamic Technology Lab Private Ltd | 11,740 | $333.0K | 0.03% | +11,740 | New |
| Jane Street Group, LLC | 11,877 | $336.0K | 0.00% | +11,877 | New |
| Dark Forest Capital Management LP | 12,115 | $343.0K | 0.06% | −9,002−42.6% | Reduced |
| Voya Investment Management LLC | 12,259 | $347.4K | 0.00% | −345,015−96.6% | Reduced |
| Manufacturers Life Insurance Company, The | 12,984 | $368.0K | 0.00% | −289−2.2% | Reduced |
| BTC Capital Management, Inc. | 12,965 | $368.0K | 0.05% | +110+0.9% | Added |
| Nisa Investment Advisors, LLC | 12,526 | $371.0K | 0.00% | +26+0.2% | Added |
| Envestnet Asset Management Inc | 13,679 | $388.0K | 0.00% | +211+1.6% | Added |
| SG Americas Securities, LLC | 14,136 | $401.0K | 0.01% | +10,611+301.0% | Added |
| Shell Asset Management Co | 15,066 | $427.0K | 0.02% | −3,946−20.8% | Reduced |
| American International Group, Inc. | 15,149 | $429.0K | 0.00% | +215+1.4% | Added |
| MetLife Investment Management | 16,721 | $473.9K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 18,100 | $513.0K | 0.05% | −3,000−14.2% | Reduced |
| Quadrature Capital Ltd | 18,401 | $522.0K | 0.02% | +18,401 | New |
| State Board of Administration of Florida Retirement System | 18,806 | $533.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,964 | $537.0K | 0.00% | −96−0.5% | Reduced |
| Qube Research & Technologies Ltd | 19,482 | $552.0K | 0.00% | +8,374+75.4% | Added |
| RBF Capital, LLC | 20,000 | $567.0K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 21,141 | $600.0K | 0.00% | +251+1.2% | Added |
| SEI Investments Co | 21,229 | $602.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 21,300 | $604.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 21,330 | $604.0K | 0.04% | +21,330 | New |
| Jump Financial, LLC | 25,400 | $720.0K | 0.03% | −6,054−19.2% | Reduced |
| Prudential Financial Inc | 26,407 | $749.0K | 0.00% | +9,217+53.6% | Added |
| Teacher Retirement System of Texas | 26,941 | $764.0K | 0.01% | +26,941 | New |
| US Bancorp | 27,101 | $768.0K | 0.00% | −396−1.4% | Reduced |
| Credit Suisse AG | 27,476 | $778.0K | 0.00% | +2,788+11.3% | Added |
| Legal & General Group Plc | 29,204 | $827.0K | 0.00% | −2,493−7.9% | Reduced |
| Gabelli Funds LLC | 29,900 | $847.0K | 0.01% | −100−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,240 | $885.0K | 0.00% | −2,442−7.3% | Reduced |
| Wealthspire Advisors, LLC | 32,328 | $916.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 32,557 | $923.0K | 0.01% | +18+0.1% | Added |
| Raymond James & Associates | 34,886 | $989.0K | 0.00% | −1,350−3.7% | Reduced |
| Gsa Capital Partners LLP | 35,651 | $1.01M | 0.13% | +35,651 | New |
| New York Life Investments Alternatives | 36,805 | $1.04M | 1.04% | +4,486+13.9% | Added |
| Royal Bank of Canada | 38,326 | $1.09M | 0.00% | −3,594−8.6% | Reduced |
| UBS Asset Management Americas Inc | 38,507 | $1.09M | 0.00% | −1,586−4.0% | Reduced |
| Acadian Asset Management LLC | 40,036 | $1.14M | 0.01% | +20,407+104.0% | Added |
| Rhumbline Advisers | 40,355 | $1.14M | 0.00% | +2,788+7.4% | Added |
| Gamco Investors, Inc. Et Al | 40,400 | $1.15M | 0.01% | +4,000+11.0% | Added |
| California State Teachers Retirement System | 40,606 | $1.15M | 0.00% | −1,069−2.6% | Reduced |
| JPMorgan Chase & Co | 41,093 | $1.16M | 0.00% | −41,412−50.2% | Reduced |
| BNP Paribas Arbitrage, SA | 41,358 | $1.17M | 0.00% | −1,871−4.3% | Reduced |
| Cozad Asset Management Inc | 42,858 | $1.22M | 0.20% | −13,197−23.5% | Reduced |
| M&G Investment Management Ltd | 43,831 | $1.23M | 0.01% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 44,900 | $1.27M | 0.30% | +44,900 | New |
| Regentatlantic Capital LLC | 45,587 | $1.29M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 45,690 | $1.29M | 0.00% | −37,081−44.8% | Reduced |
| Cubist Systematic Strategies, LLC | 46,371 | $1.31M | 0.01% | −5,427−10.5% | Reduced |
| Fisher Asset Management, LLC | 49,774 | $1.41M | 0.00% | +49,774 | New |
| Millennium Management LLC | 50,931 | $1.44M | 0.00% | −2,486−4.7% | Reduced |
| Alberta Investment Management Corp | 51,614 | $1.46M | 0.01% | +20,040+63.5% | Added |
| Federated Hermes, Inc. | 52,126 | $1.48M | 0.00% | +764+1.5% | Added |
| Panagora Asset Management Inc | 54,153 | $1.53M | 0.01% | +54,153 | New |