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, Q1 2023
Institutional positions in H&E Equipment Services, Inc. as of Mar 31, 2023. 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
- 189
- +13 vs. Q4 2022
- Shares held
- 28.2M
- +290.2K (+1.0%) vs. Q4 2022
- Total value
- $1.25B
- −$19.9M (−1.6%) vs. Q4 2022
- New holders
- 30
- 57 more added
- Sold out
- 17
- 79 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,728,120 | $164.9M | 0.00% | +225,175+6.4% | Added |
| BlackRock Inc. | 2,523,620 | $111.6M | 0.00% | −73,090−2.8% | Reduced |
| Clearbridge Investments, LLC | 2,501,781 | $110.7M | 0.11% | −58,938−2.3% | Reduced |
| Macquarie Group Ltd | 1,539,834 | $68.1M | 0.08% | +4,801+0.3% | Added |
| American Century Companies Inc | 1,414,775 | $62.5M | 0.05% | −6,541−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,258,318 | $55.7M | 0.02% | −3,195−0.3% | Reduced |
| Invesco Ltd. | 1,230,554 | $54.4M | 0.02% | +601,089+95.5% | Added |
| Bank of America Corp | 903,353 | $40.0M | 0.00% | +568,416+169.7% | Added |
| State Street Corp | 705,467 | $31.2M | 0.00% | +21,156+3.1% | Added |
| Janus Henderson Group PLC | 641,011 | $28.4M | 0.02% | −233,779−26.7% | Reduced |
| Geode Capital Management, LLC | 640,764 | $28.3M | 0.00% | +26,547+4.3% | Added |
| Alliancebernstein L.P. | 602,638 | $26.7M | 0.01% | −151,572−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 465,806 | $20.6M | 0.01% | −7,219−1.5% | Reduced |
| Norges Bank | 454,560 | $20.1M | 0.00% | +79,701+21.3% | Added |
| Morgan Stanley | 416,385 | $18.4M | 0.00% | +140,040+50.7% | Added |
| Penn Capital Management Co Inc | 380,326 | $17.0M | 1.70% | −46,204−10.8% | Reduced |
| Citadel Advisors LLC | 383,145 | $16.9M | 0.02% | +12,340+3.3% | Added |
| Northern Trust Corp | 320,544 | $14.2M | 0.00% | +2,704+0.9% | Added |
| Driehaus Capital Management LLC | 320,301 | $14.2M | 0.20% | −7,897−2.4% | Reduced |
| Bank of New York Mellon Corp | 305,421 | $13.5M | 0.00% | −2,581−0.8% | Reduced |
| Goldman Sachs Group Inc | 291,547 | $12.9M | 0.00% | −274,750−48.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 261,501 | $11.6M | 0.03% | −11,728−4.3% | Reduced |
| Ameriprise Financial Inc | 253,629 | $11.2M | 0.00% | −165,524−39.5% | Reduced |
| Victory Capital Management Inc | 252,790 | $11.2M | 0.01% | −259,254−50.6% | Reduced |
| Guggenheim Capital LLC | 247,532 | $10.9M | 0.09% | +350+0.1% | Added |
| New York State Common Retirement Fund | 245,774 | $10.9M | 0.01% | −40,767−14.2% | Reduced |
| Deutsche Bank AG | 231,320 | $10.2M | 0.01% | +7,484+3.3% | Added |
| Redwood Investments, LLC | 227,954 | $10.1M | 1.29% | +98,761+76.4% | Added |
| Two Sigma Advisers, LP | 201,885 | $8.93M | 0.02% | +34,000+20.3% | Added |
| Two Sigma Investments, LP | 195,501 | $8.65M | 0.03% | +102,538+110.3% | Added |
| Nuveen Asset Management, LLC | 189,857 | $8.40M | 0.00% | −3,673−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 186,435 | $8.25M | 0.01% | +9,993+5.7% | Added |
| Fisher Asset Management, LLC | 163,019 | $7.21M | 0.00% | −430−0.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 153,316 | $6.78M | 0.69% | −90,904−37.2% | Reduced |
| M&G Investment Management Ltd | 153,611 | $6.76M | 0.05% | +72,598+89.6% | Added |
| Stifel Financial Corp | 142,820 | $6.32M | 0.01% | −14,777−9.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,607 | $6.22M | 0.10% | −361−0.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 123,701 | $5.47M | 0.39% | −41,291−25.0% | Reduced |
| Voloridge Investment Management, LLC | 116,944 | $5.17M | 0.03% | +64,563+123.3% | Added |
| Neuberger Berman Group LLC | 110,955 | $4.91M | 0.00% | +40,301+57.0% | Added |
| Lord, Abbett & Co. LLC | 109,679 | $4.85M | 0.02% | +109,679 | New |
| Assenagon Asset Management S.A. | 108,938 | $4.82M | 0.02% | −31,986−22.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,655 | $4.72M | 0.01% | +106,474+58,825.4% | Added |
| Bokf, NA | 101,861 | $4.51M | 0.09% | −793−0.8% | Reduced |
| Renaissance Technologies LLC | 99,732 | $4.41M | 0.01% | +36,332+57.3% | Added |
| Portolan Capital Management, LLC | 95,132 | $4.21M | 0.40% | −26,286−21.6% | Reduced |
| UBS Group AG | 88,426 | $3.91M | 0.00% | −13,546−13.3% | Reduced |
| First Eagle Investment Management, LLC | 87,413 | $3.87M | 0.01% | +25,600+41.4% | Added |
| Moody Aldrich Partners LLC | 83,853 | $3.71M | 0.75% | −30,127−26.4% | Reduced |
| Wells Fargo & Company | 82,464 | $3.65M | 0.00% | +14,854+22.0% | Added |
| Formula Growth Ltd | 81,068 | $3.59M | 1.15% | −69,700−46.2% | Reduced |
| Swiss National Bank | 70,600 | $3.12M | 0.00% | −7,900−10.1% | Reduced |
| Cubist Systematic Strategies, LLC | 68,138 | $3.01M | 0.03% | +52,245+328.7% | Added |
| Alberta Investment Management Corp | 62,896 | $2.78M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 61,032 | $2.70M | 0.01% | −4,324−6.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,126 | $2.66M | 0.00% | −68,759−53.3% | Reduced |
| ClariVest Asset Management LLC | 59,613 | $2.64M | 0.12% | +62+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 59,067 | $2.61M | 0.26% | +450+0.8% | Added |
| Susquehanna International Group, LLP | 56,943 | $2.52M | 0.00% | +25,184+79.3% | Added |
| Advisors Asset Management, Inc. | 56,681 | $2.51M | 0.05% | −313−0.5% | Reduced |
| Sit Investment Associates Inc | 56,675 | $2.51M | 0.07% | −450−0.8% | Reduced |
| Oberweis Asset Management Inc | 55,800 | $2.47M | 0.38% | +5,700+11.4% | Added |
| Panagora Asset Management Inc | 53,404 | $2.36M | 0.01% | +592+1.1% | Added |
| JPMorgan Chase & Co | 51,636 | $2.28M | 0.00% | −1,438−2.7% | Reduced |
| SEI Investments Co | 50,354 | $2.23M | 0.00% | +30,565+154.5% | Added |
| Allianz Asset Management GmbH | 48,713 | $2.15M | 0.00% | −4,641−8.7% | Reduced |
| Qube Research & Technologies Ltd | 48,187 | $2.13M | 0.01% | +48,187 | New |
| CI Private Wealth, LLC | 48,031 | $2.12M | 0.01% | +48,031 | New |
| First Trust Advisors LP | 47,444 | $2.10M | 0.00% | −28,382−37.4% | Reduced |
| Russell Investments Group, Ltd. | 46,166 | $2.04M | 0.00% | −19,744−30.0% | Reduced |
| Raymond James & Associates | 45,651 | $2.02M | 0.00% | −773−1.7% | Reduced |
| Rhumbline Advisers | 43,948 | $1.94M | 0.00% | +1,939+4.6% | Added |
| BNP Paribas Arbitrage, SA | 43,750 | $1.94M | 0.00% | +22,473+105.6% | Added |
| Federated Hermes, Inc. | 42,471 | $1.88M | 0.00% | −32,534−43.4% | Reduced |
| California State Teachers Retirement System | 40,572 | $1.79M | 0.00% | −483−1.2% | Reduced |
| Teacher Retirement System of Texas | 39,608 | $1.75M | 0.01% | −3,397−7.9% | Reduced |
| HRT Financial LP | 39,225 | $1.73M | 0.02% | +39,225 | New |
| Cozad Asset Management Inc | 38,493 | $1.70M | 0.23% | −4,373−10.2% | Reduced |
| Gamco Investors, Inc. Et Al | 37,200 | $1.65M | 0.02% | −3,200−7.9% | Reduced |
| Kennedy Capital Management, Inc. | 35,641 | $1.58M | 0.05% | +106+0.3% | Added |
| Engineers Gate Manager LP | 35,292 | $1.56M | 0.07% | +12,380+54.0% | Added |
| Millennium Management LLC | 35,070 | $1.55M | 0.00% | −7,344−17.3% | Reduced |
| Boston Private Wealth LLC | 34,201 | $1.51M | 0.02% | +34,201 | New |
| Wealthspire Advisors, LLC | 34,195 | $1.51M | 0.03% | +1,867+5.8% | Added |
| UBS Asset Management Americas Inc | 34,007 | $1.50M | 0.00% | −2,890−7.8% | Reduced |
| Royal Bank of Canada | 31,624 | $1.40M | 0.00% | −6,897−17.9% | Reduced |
| Legal & General Group Plc | 30,747 | $1.36M | 0.00% | +1,296+4.4% | Added |
| Tudor Investment Corp Et Al | 29,535 | $1.31M | 0.02% | +29,535 | New |
| Gabelli Funds LLC | 28,700 | $1.27M | 0.01% | −400−1.4% | Reduced |
| Barclays PLC | 28,330 | $1.25M | 0.00% | +9,069+47.1% | Added |
| Credit Suisse AG | 28,262 | $1.25M | 0.00% | +1,486+5.5% | Added |
| Jump Financial, LLC | 28,176 | $1.25M | 0.05% | +28,176 | New |
| Prudential Financial Inc | 26,651 | $1.18M | 0.00% | −15,084−36.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,000 | $1.06M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,616 | $1.04M | 0.01% | +13,617+136.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,429 | $1.04M | 0.00% | −2,211−8.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.00M | 0.04% | +1,200+5.6% | Added |
| Horizon Investment Services, LLC | 22,278 | $985.4K | 0.63% | +22,278 | New |
| Summit Global Investments | 21,951 | $971.0K | 0.08% | +21,951 | New |
| RBF Capital, LLC | 20,000 | $884.6K | 0.06% | 00.0% | Unchanged |