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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 16,800 | $762.7K | 0.21% | +16,800 | New |
| MetLife Investment Management | 16,228 | $736.8K | 0.01% | −493−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 15,893 | $721.5K | 0.01% | −30,478−65.7% | Reduced |
| Quadrature Capital Ltd | 15,866 | $720.2K | 0.02% | −2,535−13.8% | Reduced |
| American International Group, Inc. | 15,094 | $685.3K | 0.00% | −55−0.4% | Reduced |
| Glenmede Trust Co NA | 15,089 | $685.0K | 0.00% | −3,875−20.4% | Reduced |
| State Board of Administration of Florida Retirement System | 14,376 | $652.7K | 0.00% | −4,430−23.6% | Reduced |
| D. E. Shaw & Co., Inc. | 14,136 | $641.8K | 0.00% | −70,156−83.2% | Reduced |
| Algert Global LLC | 13,760 | $624.7K | 0.03% | +3,320+31.8% | Added |
| Envestnet Asset Management Inc | 13,528 | $614.2K | 0.00% | −151−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 13,259 | $602.0K | 0.08% | +13,259 | New |
| Manufacturers Life Insurance Company, The | 13,003 | $590.3K | 0.00% | +19+0.1% | Added |
| Shell Asset Management Co | 12,414 | $564.0K | 0.02% | −2,652−17.6% | Reduced |
| BTC Capital Management, Inc. | 12,416 | $563.7K | 0.07% | −549−4.2% | Reduced |
| Voya Investment Management LLC | 12,259 | $556.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,179 | $552.9K | 0.00% | +1,187+10.8% | Added |
| Advisory Research Inc | 12,031 | $546.2K | 0.05% | +12,031 | New |
| Boulder Hill Capital Management LP | 10,200 | $463.1K | 0.38% | +10,200 | New |
| ExodusPoint Capital Management, LP | 9,999 | $454.0K | 0.01% | −48,106−82.8% | Reduced |
| Gsa Capital Partners LLP | 9,788 | $444.0K | 0.06% | −25,863−72.5% | Reduced |
| Investors Research Corp | 9,350 | $424.5K | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,183 | $416.9K | 0.00% | +339+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,442 | $383.3K | 0.00% | +53+0.6% | Added |
| Occudo Quantitative Strategies LP | 8,363 | $379.7K | 0.04% | +8,363 | New |
| HSBC Holdings PLC | 7,636 | $346.2K | 0.00% | +7,636 | New |
| Versor Investments LP | 7,300 | $331.4K | 0.03% | +7,300 | New |
| Virginia Retirement Systems Et Al | 6,500 | $295.1K | 0.00% | −900−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 6,425 | $291.0K | 0.00% | +6,425 | New |
| MML Investors Services, LLC | 6,395 | $290.0K | 0.00% | +6,395 | New |
| National Bank of Canada | 6,350 | $288.0K | 0.00% | +1,390+28.0% | Added |
| Brinker Capital Investments, LLC | 6,100 | $276.9K | 0.01% | −1,557−20.3% | Reduced |
| PDT Partners, LLC | 5,918 | $268.7K | 0.04% | −1,165−16.4% | Reduced |
| Handelsbanken Fonder AB | 5,637 | $256.0K | 0.00% | +5,637 | New |
| Amalgamated Bank | 5,128 | $233.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,786 | $217.3K | 0.00% | +4,786 | New |
| Citigroup Inc | 3,945 | $179.1K | 0.00% | −140−3.4% | Reduced |
| Counterpoint Mutual Funds LLC | 3,265 | $148.2K | 0.16% | +3,265 | New |
| SG Americas Securities, LLC | 3,235 | $147.0K | 0.00% | −10,901−77.1% | Reduced |
| Natixis | 3,072 | $139.5K | 0.00% | +3,072 | New |
| Ameritas Investment Partners, Inc. | 2,486 | $122.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,591 | $117.6K | 0.10% | +2,591 | New |
| Quantbot Technologies LP | 2,517 | $114.3K | 0.01% | −6,486−72.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,518 | $114.0K | 0.01% | −2,999−54.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,380 | $109.0K | 0.00% | −172−6.7% | Reduced |
| Great West Life Assurance Co | 1,966 | $90.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,914 | $86.9K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,862 | $84.5K | 0.00% | +1,862 | New |
| The PNC Financial Services Group, Inc. | 1,714 | $77.8K | 0.00% | +325+23.4% | Added |
| Dark Forest Capital Management LP | 1,562 | $70.9K | 0.02% | −10,553−87.1% | Reduced |
| Advisory Services Network, LLC | 1,400 | $63.6K | 0.00% | +1,400 | New |
| Public Employees Retirement System of Ohio | 1,017 | $46.0K | 0.00% | −2,266−69.0% | Reduced |
| Whittier Trust Co | 1,000 | $45.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 980 | $44.5K | 0.00% | −88−8.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 839 | $38.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 734 | $33.0K | 0.00% | +15+2.1% | Added |
| Financial Management Professionals, Inc. | 686 | $31.0K | 0.01% | +686 | New |
| Steward Partners Investment Advisory, LLC | 662 | $30.1K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $25.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 424 | $19.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $9.00K | 0.00% | −100−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 181 | $8.22K | 0.00% | +181 | New |
| Quadrant Capital Group LLC | 165 | $7.49K | 0.00% | −143−46.4% | Reduced |
| Tower Research Capital LLC (TRC) | 169 | $7.00K | 0.00% | −5,620−97.1% | Reduced |
| TCI Wealth Advisors, Inc. | 151 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 110 | $4.99K | 0.00% | +110 | New |
| Federation des caisses Desjardins du Quebec | 90 | $4.09K | 0.00% | +90 | New |
| Parallax Volatility Advisers, L.P. | 88 | $4.00K | 0.00% | +88 | New |
| Lindbrook Capital, LLC | 84 | $3.81K | 0.00% | +51+154.5% | Added |
| Ellevest, Inc. | 65 | $2.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 60 | $2.72K | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 50 | $2.28K | 0.00% | +50 | New |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.95K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 24 | $1.09K | 0.00% | −14−36.8% | Reduced |
| Bell Investment Advisors, Inc | 16 | $726 | 0.00% | +16 | New |
| Covestor Ltd | 10 | $0 | 0.00% | −3−23.1% | Reduced |
| 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 |