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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 38,521 | $1.75M | 0.00% | +195+0.5% | Added |
| Gamco Investors, Inc. Et Al | 40,400 | $1.83M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 41,055 | $1.86M | 0.00% | +449+1.1% | Added |
| Prudential Financial Inc | 41,735 | $1.89M | 0.00% | +15,328+58.0% | Added |
| Rhumbline Advisers | 42,009 | $1.91M | 0.00% | +1,654+4.1% | Added |
| Millennium Management LLC | 42,414 | $1.93M | 0.00% | −8,517−16.7% | Reduced |
| Graham Capital Management, L.P. | 42,827 | $1.94M | 0.07% | +42,827 | New |
| Cozad Asset Management Inc | 42,866 | $1.95M | 0.27% | +80.0% | Added |
| Teacher Retirement System of Texas | 43,005 | $1.95M | 0.01% | +16,064+59.6% | Added |
| Raymond James & Associates | 46,424 | $2.11M | 0.00% | +11,538+33.1% | Added |
| Oberweis Asset Management Inc | 50,100 | $2.27M | 0.48% | +5,200+11.6% | Added |
| Voloridge Investment Management, LLC | 52,381 | $2.38M | 0.01% | −23,442−30.9% | Reduced |
| Panagora Asset Management Inc | 52,812 | $2.40M | 0.02% | −1,341−2.5% | Reduced |
| JPMorgan Chase & Co | 53,074 | $2.41M | 0.00% | +11,981+29.2% | Added |
| Allianz Asset Management GmbH | 53,354 | $2.42M | 0.01% | −6,581−11.0% | Reduced |
| Advisors Asset Management, Inc. | 56,994 | $2.59M | 0.05% | −103,716−64.5% | Reduced |
| Sit Investment Associates Inc | 57,125 | $2.59M | 0.07% | −25,325−30.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,617 | $2.66M | 0.28% | −667−1.1% | Reduced |
| ClariVest Asset Management LLC | 59,551 | $2.70M | 0.13% | +59,551 | New |
| First Eagle Investment Management, LLC | 61,813 | $2.81M | 0.01% | −2,100−3.3% | Reduced |
| Alberta Investment Management Corp | 62,896 | $2.86M | 0.03% | +11,282+21.9% | Added |
| Renaissance Technologies LLC | 63,400 | $2.88M | 0.00% | −54,132−46.1% | Reduced |
| Nisa Investment Advisors, LLC | 64,526 | $2.93M | 0.02% | +52,000+415.1% | Added |
| State of Wisconsin Investment Board | 65,356 | $2.97M | 0.01% | −2,010−3.0% | Reduced |
| Russell Investments Group, Ltd. | 65,910 | $2.99M | 0.01% | +8,400+14.6% | Added |
| Wells Fargo & Company | 67,610 | $3.07M | 0.00% | +275+0.4% | Added |
| Neuberger Berman Group LLC | 70,654 | $3.21M | 0.00% | −36,802−34.2% | Reduced |
| Federated Hermes, Inc. | 75,005 | $3.41M | 0.01% | +22,879+43.9% | Added |
| First Trust Advisors LP | 75,826 | $3.44M | 0.00% | −5,784−7.1% | Reduced |
| Swiss National Bank | 78,500 | $3.56M | 0.00% | +1,500+1.9% | Added |
| M&G Investment Management Ltd | 81,013 | $3.65M | 0.03% | +37,182+84.8% | Added |
| SG Capital Management LLC | 87,383 | $3.97M | 2.36% | −45,733−34.4% | Reduced |
| Two Sigma Investments, LP | 92,963 | $4.22M | 0.01% | −21,180−18.6% | Reduced |
| UBS Group AG | 101,972 | $4.63M | 0.00% | +13,629+15.4% | Added |
| Bokf, NA | 102,654 | $4.66M | 0.09% | +3,131+3.1% | Added |
| Moody Aldrich Partners LLC | 113,980 | $5.17M | 1.05% | −27,599−19.5% | Reduced |
| Portolan Capital Management, LLC | 121,418 | $5.51M | 0.55% | +4,623+4.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 128,885 | $5.85M | 0.01% | 00.0% | Unchanged |
| Redwood Investments, LLC | 129,193 | $5.87M | 0.79% | +129,193 | New |
| Assenagon Asset Management S.A. | 140,924 | $6.40M | 0.03% | −98,720−41.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,968 | $6.40M | 0.12% | +136+0.1% | Added |
| Formula Growth Ltd | 150,768 | $6.84M | 2.01% | +1,000+0.7% | Added |
| Stifel Financial Corp | 157,597 | $7.15M | 0.01% | +12,403+8.5% | Added |
| Fisher Asset Management, LLC | 163,449 | $7.42M | 0.01% | +113,675+228.4% | Added |
| Uniplan Investment Counsel, Inc. | 164,992 | $7.49M | 0.53% | +231+0.1% | Added |
| Two Sigma Advisers, LP | 167,885 | $7.62M | 0.02% | −18,600−10.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 176,442 | $8.01M | 0.01% | +31,527+21.8% | Added |
| Nuveen Asset Management, LLC | 193,530 | $8.79M | 0.00% | +4,702+2.5% | Added |
| Deutsche Bank AG | 223,836 | $10.2M | 0.01% | +1,124+0.5% | Added |
| Intrinsic Edge Capital Management LLC | 244,220 | $11.1M | 1.19% | +10,000+4.3% | Added |
| Guggenheim Capital LLC | 247,182 | $11.2M | 0.10% | −548−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 273,229 | $12.4M | 0.03% | −8,290−2.9% | Reduced |
| Morgan Stanley | 276,345 | $12.5M | 0.00% | −28,341−9.3% | Reduced |
| New York State Common Retirement Fund | 286,541 | $13.0M | 0.02% | −54,493−16.0% | Reduced |
| Bank of New York Mellon Corp | 308,002 | $14.0M | 0.00% | −894−0.3% | Reduced |
| Northern Trust Corp | 317,840 | $14.4M | 0.00% | +8,830+2.9% | Added |
| Driehaus Capital Management LLC | 328,198 | $14.9M | 0.22% | +328,198 | New |
| Bank of America Corp | 334,937 | $15.2M | 0.00% | +44,174+15.2% | Added |
| Citadel Advisors LLC | 370,805 | $16.8M | 0.02% | −142,897−27.8% | Reduced |
| Norges Bank | 374,859 | $17.0M | 0.00% | +85,200+29.4% | Added |
| Ameriprise Financial Inc | 419,153 | $19.0M | 0.01% | −65,591−13.5% | Reduced |
| Penn Capital Management Co Inc | 426,530 | $19.4M | 1.98% | −79,521−15.7% | Reduced |
| Medina Singh Partners, LLC | 441,083 | $20.0M | 15.45% | +7,766+1.8% | Added |
| Charles Schwab Investment Management Inc | 473,025 | $21.5M | 0.01% | +10,044+2.2% | Added |
| Victory Capital Management Inc | 512,044 | $23.2M | 0.03% | −94,101−15.5% | Reduced |
| Goldman Sachs Group Inc | 566,297 | $25.7M | 0.01% | −82,597−12.7% | Reduced |
| Geode Capital Management, LLC | 614,217 | $27.9M | 0.00% | +15,741+2.6% | Added |
| Invesco Ltd. | 629,465 | $28.6M | 0.01% | +537,386+583.6% | Added |
| State Street Corp | 684,311 | $31.1M | 0.00% | +10,059+1.5% | Added |
| Alliancebernstein L.P. | 754,210 | $34.2M | 0.02% | −154,289−17.0% | Reduced |
| Janus Henderson Group PLC | 874,790 | $39.7M | 0.03% | −266,765−23.4% | Reduced |
| Dimensional Fund Advisors LP | 1,261,513 | $57.3M | 0.02% | +5,356+0.4% | Added |
| American Century Companies Inc | 1,421,316 | $64.5M | 0.05% | +90,626+6.8% | Added |
| Macquarie Group Ltd | 1,535,033 | $69.7M | 0.08% | +309,211+25.2% | Added |
| Clearbridge Investments, LLC | 2,560,719 | $116.3M | 0.11% | +21,909+0.9% | Added |
| BlackRock Inc. | 2,596,710 | $117.9M | 0.00% | +45,371+1.8% | Added |
| Vanguard Group Inc | 3,502,945 | $159.0M | 0.00% | +183,114+5.5% | Added |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −36,805−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −32,557−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19,482−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,877−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −8,099−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |