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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 57,510 | $1.63M | 0.00% | +22,408+63.8% | Added |
| ExodusPoint Capital Management, LP | 58,105 | $1.65M | 0.02% | +16,231+38.8% | Added |
| Knights of Columbus Asset Advisors LLC | 59,284 | $1.68M | 0.17% | −131−0.2% | Reduced |
| Allianz Asset Management GmbH | 59,935 | $1.70M | 0.00% | −965−1.6% | Reduced |
| First Eagle Investment Management, LLC | 63,913 | $1.81M | 0.01% | +63,913 | New |
| Squarepoint Ops LLC | 67,183 | $1.90M | 0.02% | +28,237+72.5% | Added |
| Wells Fargo & Company | 67,335 | $1.91M | 0.00% | +31,742+89.2% | Added |
| State of Wisconsin Investment Board | 67,366 | $1.91M | 0.01% | −1,783−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 72,900 | $2.07M | 0.06% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 75,823 | $2.15M | 0.01% | −14,948−16.5% | Reduced |
| Swiss National Bank | 77,000 | $2.18M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 81,610 | $2.31M | 0.00% | +35,607+77.4% | Added |
| Sit Investment Associates Inc | 82,450 | $2.34M | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 84,292 | $2.39M | 0.00% | +33,025+64.4% | Added |
| UBS Group AG | 88,343 | $2.50M | 0.00% | +13,409+17.9% | Added |
| Invesco Ltd. | 92,079 | $2.61M | 0.00% | −6,570−6.7% | Reduced |
| Bokf, NA | 99,523 | $2.82M | 0.06% | −2,570−2.5% | Reduced |
| Neuberger Berman Group LLC | 107,456 | $3.04M | 0.00% | −679−0.6% | Reduced |
| Two Sigma Investments, LP | 114,143 | $3.23M | 0.01% | +14,173+14.2% | Added |
| Portolan Capital Management, LLC | 116,795 | $3.31M | 0.35% | −2,666−2.2% | Reduced |
| Renaissance Technologies LLC | 117,532 | $3.33M | 0.00% | +22,100+23.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 128,885 | $3.65M | 0.01% | +128,885 | New |
| SG Capital Management LLC | 133,116 | $3.77M | 1.84% | −79,767−37.5% | Reduced |
| Kennedy Capital Management, Inc. | 140,230 | $3.97M | 0.12% | −95,642−40.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,832 | $3.99M | 0.07% | −315−0.2% | Reduced |
| Moody Aldrich Partners LLC | 141,579 | $4.01M | 0.83% | +3,528+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 144,915 | $4.11M | 0.01% | +134,541+1,296.9% | Added |
| Stifel Financial Corp | 145,194 | $4.12M | 0.01% | +39,481+37.3% | Added |
| Formula Growth Ltd | 149,768 | $4.24M | 1.21% | +20,000+15.4% | Added |
| Advisors Asset Management, Inc. | 160,710 | $4.55M | 0.09% | −73,504−31.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 164,761 | $4.67M | 0.36% | −790−0.5% | Reduced |
| Two Sigma Advisers, LP | 186,485 | $5.29M | 0.02% | −23,000−11.0% | Reduced |
| Nuveen Asset Management, LLC | 188,828 | $5.35M | 0.00% | +96,974+105.6% | Added |
| Deutsche Bank AG | 222,712 | $6.31M | 0.00% | −46,424−17.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 234,220 | $6.64M | 0.74% | +20,000+9.3% | Added |
| Assenagon Asset Management S.A. | 239,644 | $6.79M | 0.03% | −7,776−3.1% | Reduced |
| Guggenheim Capital LLC | 247,730 | $7.02M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 281,519 | $7.98M | 0.02% | −36,077−11.4% | Reduced |
| Norges Bank | 289,659 | $8.21M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 290,763 | $8.24M | 0.00% | −75,583−20.6% | Reduced |
| Morgan Stanley | 304,686 | $8.63M | 0.00% | −10,570−3.4% | Reduced |
| Bank of New York Mellon Corp | 308,896 | $8.75M | 0.00% | +12,464+4.2% | Added |
| Northern Trust Corp | 309,010 | $8.76M | 0.00% | −87,223−22.0% | Reduced |
| New York State Common Retirement Fund | 341,034 | $9.66M | 0.01% | +700.0% | Added |
| Medina Singh Partners, LLC | 433,317 | $12.3M | 12.91% | +48,527+12.6% | Added |
| Charles Schwab Investment Management Inc | 462,981 | $13.1M | 0.00% | +15,417+3.4% | Added |
| Ameriprise Financial Inc | 484,744 | $13.7M | 0.01% | −38,790−7.4% | Reduced |
| Penn Capital Management Co Inc | 506,051 | $14.4M | 1.61% | −9,787−1.9% | Reduced |
| Citadel Advisors LLC | 513,702 | $14.6M | 0.02% | +154,028+42.8% | Added |
| Geode Capital Management, LLC | 598,476 | $17.0M | 0.00% | +31,857+5.6% | Added |
| Victory Capital Management Inc | 606,145 | $17.2M | 0.02% | +163,538+36.9% | Added |
| Goldman Sachs Group Inc | 648,894 | $18.4M | 0.01% | +164,785+34.0% | Added |
| State Street Corp | 674,252 | $19.1M | 0.00% | −5,062−0.7% | Reduced |
| Alliancebernstein L.P. | 908,499 | $25.7M | 0.01% | −75,279−7.7% | Reduced |
| Janus Henderson Group PLC | 1,141,555 | $32.4M | 0.02% | −14,189−1.2% | Reduced |
| Macquarie Group Ltd | 1,225,822 | $34.8M | 0.04% | −5,261−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,256,157 | $35.6M | 0.01% | −5,085−0.4% | Reduced |
| American Century Companies Inc | 1,330,690 | $37.7M | 0.03% | +42,076+3.3% | Added |
| Clearbridge Investments, LLC | 2,538,810 | $72.0M | 0.07% | +9,932+0.4% | Added |
| BlackRock Inc. | 2,551,339 | $72.3M | 0.00% | +55,281+2.2% | Added |
| Vanguard Group Inc | 3,319,831 | $94.1M | 0.00% | +69,889+2.2% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −172,029−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −151,332−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −106,725−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −91,379−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −68,015−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −40,242−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −27,948−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,509−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,821−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,006−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −135−100.0% | Sold out |