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, Q4 2022
Institutional positions in H&E Equipment Services, Inc. as of Dec 31, 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
- 177
- +18 vs. Q3 2022
- Shares held
- 28.0M
- +427.4K (+1.6%) vs. Q3 2022
- Total value
- $1.27B
- +$489.0M (+62.7%) vs. Q3 2022
- New holders
- 31
- 56 more added
- Sold out
- 13
- 69 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,502,945 | $159.0M | 0.00% | +183,114+5.5% | Added |
| BlackRock Inc. | 2,596,710 | $117.9M | 0.00% | +45,371+1.8% | Added |
| Clearbridge Investments, LLC | 2,560,719 | $116.3M | 0.11% | +21,909+0.9% | Added |
| Macquarie Group Ltd | 1,535,033 | $69.7M | 0.08% | +309,211+25.2% | Added |
| American Century Companies Inc | 1,421,316 | $64.5M | 0.05% | +90,626+6.8% | Added |
| Dimensional Fund Advisors LP | 1,261,513 | $57.3M | 0.02% | +5,356+0.4% | Added |
| Janus Henderson Group PLC | 874,790 | $39.7M | 0.03% | −266,765−23.4% | Reduced |
| Alliancebernstein L.P. | 754,210 | $34.2M | 0.02% | −154,289−17.0% | Reduced |
| State Street Corp | 684,311 | $31.1M | 0.00% | +10,059+1.5% | Added |
| Invesco Ltd. | 629,465 | $28.6M | 0.01% | +537,386+583.6% | Added |
| Geode Capital Management, LLC | 614,217 | $27.9M | 0.00% | +15,741+2.6% | Added |
| Goldman Sachs Group Inc | 566,297 | $25.7M | 0.01% | −82,597−12.7% | Reduced |
| Victory Capital Management Inc | 512,044 | $23.2M | 0.03% | −94,101−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 473,025 | $21.5M | 0.01% | +10,044+2.2% | Added |
| Medina Singh Partners, LLC | 441,083 | $20.0M | 15.45% | +7,766+1.8% | Added |
| Penn Capital Management Co Inc | 426,530 | $19.4M | 1.98% | −79,521−15.7% | Reduced |
| Ameriprise Financial Inc | 419,153 | $19.0M | 0.01% | −65,591−13.5% | Reduced |
| Norges Bank | 374,859 | $17.0M | 0.00% | +85,200+29.4% | Added |
| Citadel Advisors LLC | 370,805 | $16.8M | 0.02% | −142,897−27.8% | Reduced |
| Bank of America Corp | 334,937 | $15.2M | 0.00% | +44,174+15.2% | Added |
| Driehaus Capital Management LLC | 328,198 | $14.9M | 0.22% | +328,198 | New |
| Northern Trust Corp | 317,840 | $14.4M | 0.00% | +8,830+2.9% | Added |
| Bank of New York Mellon Corp | 308,002 | $14.0M | 0.00% | −894−0.3% | Reduced |
| New York State Common Retirement Fund | 286,541 | $13.0M | 0.02% | −54,493−16.0% | Reduced |
| Morgan Stanley | 276,345 | $12.5M | 0.00% | −28,341−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 273,229 | $12.4M | 0.03% | −8,290−2.9% | Reduced |
| Guggenheim Capital LLC | 247,182 | $11.2M | 0.10% | −548−0.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 244,220 | $11.1M | 1.19% | +10,000+4.3% | Added |
| Deutsche Bank AG | 223,836 | $10.2M | 0.01% | +1,124+0.5% | Added |
| Nuveen Asset Management, LLC | 193,530 | $8.79M | 0.00% | +4,702+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 176,442 | $8.01M | 0.01% | +31,527+21.8% | Added |
| Two Sigma Advisers, LP | 167,885 | $7.62M | 0.02% | −18,600−10.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 164,992 | $7.49M | 0.53% | +231+0.1% | Added |
| Fisher Asset Management, LLC | 163,449 | $7.42M | 0.01% | +113,675+228.4% | Added |
| Stifel Financial Corp | 157,597 | $7.15M | 0.01% | +12,403+8.5% | Added |
| Formula Growth Ltd | 150,768 | $6.84M | 2.01% | +1,000+0.7% | Added |
| Gilder Gagnon Howe & Co LLC | 140,968 | $6.40M | 0.12% | +136+0.1% | Added |
| Assenagon Asset Management S.A. | 140,924 | $6.40M | 0.03% | −98,720−41.2% | Reduced |
| Redwood Investments, LLC | 129,193 | $5.87M | 0.79% | +129,193 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 128,885 | $5.85M | 0.01% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 121,418 | $5.51M | 0.55% | +4,623+4.0% | Added |
| Moody Aldrich Partners LLC | 113,980 | $5.17M | 1.05% | −27,599−19.5% | Reduced |
| Bokf, NA | 102,654 | $4.66M | 0.09% | +3,131+3.1% | Added |
| UBS Group AG | 101,972 | $4.63M | 0.00% | +13,629+15.4% | Added |
| Two Sigma Investments, LP | 92,963 | $4.22M | 0.01% | −21,180−18.6% | Reduced |
| SG Capital Management LLC | 87,383 | $3.97M | 2.36% | −45,733−34.4% | Reduced |
| M&G Investment Management Ltd | 81,013 | $3.65M | 0.03% | +37,182+84.8% | Added |
| Swiss National Bank | 78,500 | $3.56M | 0.00% | +1,500+1.9% | Added |
| First Trust Advisors LP | 75,826 | $3.44M | 0.00% | −5,784−7.1% | Reduced |
| Federated Hermes, Inc. | 75,005 | $3.41M | 0.01% | +22,879+43.9% | Added |
| Neuberger Berman Group LLC | 70,654 | $3.21M | 0.00% | −36,802−34.2% | Reduced |
| Wells Fargo & Company | 67,610 | $3.07M | 0.00% | +275+0.4% | Added |
| Russell Investments Group, Ltd. | 65,910 | $2.99M | 0.01% | +8,400+14.6% | Added |
| State of Wisconsin Investment Board | 65,356 | $2.97M | 0.01% | −2,010−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 64,526 | $2.93M | 0.02% | +52,000+415.1% | Added |
| Renaissance Technologies LLC | 63,400 | $2.88M | 0.00% | −54,132−46.1% | Reduced |
| Alberta Investment Management Corp | 62,896 | $2.86M | 0.03% | +11,282+21.9% | Added |
| First Eagle Investment Management, LLC | 61,813 | $2.81M | 0.01% | −2,100−3.3% | Reduced |
| ClariVest Asset Management LLC | 59,551 | $2.70M | 0.13% | +59,551 | New |
| Knights of Columbus Asset Advisors LLC | 58,617 | $2.66M | 0.28% | −667−1.1% | Reduced |
| Sit Investment Associates Inc | 57,125 | $2.59M | 0.07% | −25,325−30.7% | Reduced |
| Advisors Asset Management, Inc. | 56,994 | $2.59M | 0.05% | −103,716−64.5% | Reduced |
| Allianz Asset Management GmbH | 53,354 | $2.42M | 0.01% | −6,581−11.0% | Reduced |
| JPMorgan Chase & Co | 53,074 | $2.41M | 0.00% | +11,981+29.2% | Added |
| Panagora Asset Management Inc | 52,812 | $2.40M | 0.02% | −1,341−2.5% | Reduced |
| Voloridge Investment Management, LLC | 52,381 | $2.38M | 0.01% | −23,442−30.9% | Reduced |
| Oberweis Asset Management Inc | 50,100 | $2.27M | 0.48% | +5,200+11.6% | Added |
| Raymond James & Associates | 46,424 | $2.11M | 0.00% | +11,538+33.1% | Added |
| Teacher Retirement System of Texas | 43,005 | $1.95M | 0.01% | +16,064+59.6% | Added |
| Cozad Asset Management Inc | 42,866 | $1.95M | 0.27% | +80.0% | Added |
| Graham Capital Management, L.P. | 42,827 | $1.94M | 0.07% | +42,827 | New |
| Millennium Management LLC | 42,414 | $1.93M | 0.00% | −8,517−16.7% | Reduced |
| Rhumbline Advisers | 42,009 | $1.91M | 0.00% | +1,654+4.1% | Added |
| Prudential Financial Inc | 41,735 | $1.89M | 0.00% | +15,328+58.0% | Added |
| California State Teachers Retirement System | 41,055 | $1.86M | 0.00% | +449+1.1% | Added |
| Gamco Investors, Inc. Et Al | 40,400 | $1.83M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,521 | $1.75M | 0.00% | +195+0.5% | Added |
| UBS Asset Management Americas Inc | 36,897 | $1.68M | 0.00% | −1,610−4.2% | Reduced |
| FMR LLC | 36,775 | $1.67M | 0.00% | +27,401+292.3% | Added |
| Kennedy Capital Management, Inc. | 35,535 | $1.61M | 0.05% | −104,695−74.7% | Reduced |
| Squarepoint Ops LLC | 33,103 | $1.50M | 0.01% | −34,080−50.7% | Reduced |
| Wealthspire Advisors, LLC | 32,328 | $1.47M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,759 | $1.44M | 0.00% | −13,931−30.5% | Reduced |
| Legal & General Group Plc | 29,451 | $1.34M | 0.00% | +247+0.8% | Added |
| Gabelli Funds LLC | 29,100 | $1.32M | 0.01% | −800−2.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 27,300 | $1.24M | 0.55% | +27,300 | New |
| Credit Suisse AG | 26,776 | $1.22M | 0.00% | −700−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,640 | $1.16M | 0.00% | −5,600−17.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,000 | $1.09M | 0.01% | +24,000 | New |
| Acadian Asset Management LLC | 23,727 | $1.07M | 0.01% | −16,309−40.7% | Reduced |
| US Bancorp | 22,933 | $1.04M | 0.00% | −4,168−15.4% | Reduced |
| Engineers Gate Manager LP | 22,912 | $1.04M | 0.06% | +1,582+7.4% | Added |
| NorthCrest Asset Manangement, LLC | 21,500 | $976.0K | 0.06% | +200+0.9% | Added |
| BNP Paribas Arbitrage, SA | 21,277 | $966.0K | 0.00% | −20,081−48.6% | Reduced |
| RBF Capital, LLC | 20,000 | $908.0K | 0.07% | 00.0% | Unchanged |
| SEI Investments Co | 19,789 | $898.4K | 0.00% | −1,440−6.8% | Reduced |
| Barclays PLC | 19,261 | $874.4K | 0.00% | +7,754+67.4% | Added |
| Trexquant Investment LP | 18,854 | $856.0K | 0.02% | +18,854 | New |
| Hillsdale Investment Management Inc. | 18,100 | $821.7K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,856 | $765.0K | 0.00% | −4,285−20.3% | Reduced |