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 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −3−23.1% | Reduced |
| Bell Investment Advisors, Inc | 16 | $726 | 0.00% | +16 | New |
| Signaturefd, LLC | 24 | $1.09K | 0.00% | −14−36.8% | Reduced |
| Glassman Wealth Services | 43 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.28K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 60 | $2.72K | 0.00% | +60 | New |
| Ellevest, Inc. | 65 | $2.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $3.81K | 0.00% | +51+154.5% | Added |
| Parallax Volatility Advisers, L.P. | 88 | $4.00K | 0.00% | +88 | New |
| Federation des caisses Desjardins du Quebec | 90 | $4.09K | 0.00% | +90 | New |
| Belpointe Asset Management LLC | 110 | $4.99K | 0.00% | +110 | New |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 151 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 169 | $7.00K | 0.00% | −5,620−97.1% | Reduced |
| Quadrant Capital Group LLC | 165 | $7.49K | 0.00% | −143−46.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 181 | $8.22K | 0.00% | +181 | New |
| Private Trust Co NA | 200 | $9.00K | 0.00% | −100−33.3% | Reduced |
| Brown Brothers Harriman & Co | 424 | $19.3K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $25.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 662 | $30.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 686 | $31.0K | 0.01% | +686 | New |
| CWM, LLC | 734 | $33.0K | 0.00% | +15+2.1% | Added |
| BOK Financial Private Wealth, Inc. | 839 | $38.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 980 | $44.5K | 0.00% | −88−8.2% | Reduced |
| Whittier Trust Co | 1,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,017 | $46.0K | 0.00% | −2,266−69.0% | Reduced |
| Advisory Services Network, LLC | 1,400 | $63.6K | 0.00% | +1,400 | New |
| Dark Forest Capital Management LP | 1,562 | $70.9K | 0.02% | −10,553−87.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,714 | $77.8K | 0.00% | +325+23.4% | Added |
| Walleye Trading LLC | 1,862 | $84.5K | 0.00% | +1,862 | New |
| Metropolitan Life Insurance Co | 1,914 | $86.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,966 | $90.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,380 | $109.0K | 0.00% | −172−6.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,518 | $114.0K | 0.01% | −2,999−54.4% | Reduced |
| Quantbot Technologies LP | 2,517 | $114.3K | 0.01% | −6,486−72.0% | Reduced |
| Wolff Wiese Magana LLC | 2,591 | $117.6K | 0.10% | +2,591 | New |
| Ameritas Investment Partners, Inc. | 2,486 | $122.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 3,072 | $139.5K | 0.00% | +3,072 | New |
| SG Americas Securities, LLC | 3,235 | $147.0K | 0.00% | −10,901−77.1% | Reduced |
| Counterpoint Mutual Funds LLC | 3,265 | $148.2K | 0.16% | +3,265 | New |
| Citigroup Inc | 3,945 | $179.1K | 0.00% | −140−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,786 | $217.3K | 0.00% | +4,786 | New |
| Amalgamated Bank | 5,128 | $233.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,637 | $256.0K | 0.00% | +5,637 | New |
| PDT Partners, LLC | 5,918 | $268.7K | 0.04% | −1,165−16.4% | Reduced |
| Brinker Capital Investments, LLC | 6,100 | $276.9K | 0.01% | −1,557−20.3% | Reduced |
| National Bank of Canada | 6,350 | $288.0K | 0.00% | +1,390+28.0% | Added |
| MML Investors Services, LLC | 6,395 | $290.0K | 0.00% | +6,395 | New |
| Commonwealth Equity Services, LLC | 6,425 | $291.0K | 0.00% | +6,425 | New |
| Virginia Retirement Systems Et Al | 6,500 | $295.1K | 0.00% | −900−12.2% | Reduced |
| Versor Investments LP | 7,300 | $331.4K | 0.03% | +7,300 | New |
| HSBC Holdings PLC | 7,636 | $346.2K | 0.00% | +7,636 | New |
| Occudo Quantitative Strategies LP | 8,363 | $379.7K | 0.04% | +8,363 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,442 | $383.3K | 0.00% | +53+0.6% | Added |
| Arizona State Retirement System | 9,183 | $416.9K | 0.00% | +339+3.8% | Added |
| Investors Research Corp | 9,350 | $424.5K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,788 | $444.0K | 0.06% | −25,863−72.5% | Reduced |
| ExodusPoint Capital Management, LP | 9,999 | $454.0K | 0.01% | −48,106−82.8% | Reduced |
| Boulder Hill Capital Management LP | 10,200 | $463.1K | 0.38% | +10,200 | New |
| Advisory Research Inc | 12,031 | $546.2K | 0.05% | +12,031 | New |
| LPL Financial LLC | 12,179 | $552.9K | 0.00% | +1,187+10.8% | Added |
| Voya Investment Management LLC | 12,259 | $556.6K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 12,416 | $563.7K | 0.07% | −549−4.2% | Reduced |
| Shell Asset Management Co | 12,414 | $564.0K | 0.02% | −2,652−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 13,003 | $590.3K | 0.00% | +19+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 13,259 | $602.0K | 0.08% | +13,259 | New |
| Envestnet Asset Management Inc | 13,528 | $614.2K | 0.00% | −151−1.1% | Reduced |
| Algert Global LLC | 13,760 | $624.7K | 0.03% | +3,320+31.8% | Added |
| D. E. Shaw & Co., Inc. | 14,136 | $641.8K | 0.00% | −70,156−83.2% | Reduced |
| State Board of Administration of Florida Retirement System | 14,376 | $652.7K | 0.00% | −4,430−23.6% | Reduced |
| Glenmede Trust Co NA | 15,089 | $685.0K | 0.00% | −3,875−20.4% | Reduced |
| American International Group, Inc. | 15,094 | $685.3K | 0.00% | −55−0.4% | Reduced |
| Quadrature Capital Ltd | 15,866 | $720.2K | 0.02% | −2,535−13.8% | Reduced |
| Cubist Systematic Strategies, LLC | 15,893 | $721.5K | 0.01% | −30,478−65.7% | Reduced |
| MetLife Investment Management | 16,228 | $736.8K | 0.01% | −493−2.9% | Reduced |
| Paradigm Asset Management Co LLC | 16,800 | $762.7K | 0.21% | +16,800 | New |
| Price T Rowe Associates Inc | 16,856 | $765.0K | 0.00% | −4,285−20.3% | Reduced |
| Hillsdale Investment Management Inc. | 18,100 | $821.7K | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 18,854 | $856.0K | 0.02% | +18,854 | New |
| Barclays PLC | 19,261 | $874.4K | 0.00% | +7,754+67.4% | Added |
| SEI Investments Co | 19,789 | $898.4K | 0.00% | −1,440−6.8% | Reduced |
| RBF Capital, LLC | 20,000 | $908.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,277 | $966.0K | 0.00% | −20,081−48.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,500 | $976.0K | 0.06% | +200+0.9% | Added |
| Engineers Gate Manager LP | 22,912 | $1.04M | 0.06% | +1,582+7.4% | Added |
| US Bancorp | 22,933 | $1.04M | 0.00% | −4,168−15.4% | Reduced |
| Acadian Asset Management LLC | 23,727 | $1.07M | 0.01% | −16,309−40.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,000 | $1.09M | 0.01% | +24,000 | New |
| Raymond James Financial Services Advisors, Inc. | 25,640 | $1.16M | 0.00% | −5,600−17.9% | Reduced |
| Credit Suisse AG | 26,776 | $1.22M | 0.00% | −700−2.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 27,300 | $1.24M | 0.55% | +27,300 | New |
| Gabelli Funds LLC | 29,100 | $1.32M | 0.01% | −800−2.7% | Reduced |
| Legal & General Group Plc | 29,451 | $1.34M | 0.00% | +247+0.8% | Added |
| Susquehanna International Group, LLP | 31,759 | $1.44M | 0.00% | −13,931−30.5% | Reduced |
| Wealthspire Advisors, LLC | 32,328 | $1.47M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 33,103 | $1.50M | 0.01% | −34,080−50.7% | Reduced |
| Kennedy Capital Management, Inc. | 35,535 | $1.61M | 0.05% | −104,695−74.7% | Reduced |
| FMR LLC | 36,775 | $1.67M | 0.00% | +27,401+292.3% | Added |
| UBS Asset Management Americas Inc | 36,897 | $1.68M | 0.00% | −1,610−4.2% | Reduced |