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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −4−40.0% | Reduced |
| Ahrens Investment Partners LLC | 10 | $442 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 16 | $708 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $1.74K | 0.00% | +1+2.0% | Added |
| Ameritas Advisory Services, LLC | 41 | $1.74K | 0.00% | +41 | New |
| Glassman Wealth Services | 43 | $1.90K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $2.00K | 0.00% | +55 | New |
| Belpointe Asset Management LLC | 48 | $2.12K | 0.00% | −62−56.4% | Reduced |
| Ellevest, Inc. | 65 | $2.88K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $3.71K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 90 | $3.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 104 | $4.60K | 0.00% | +44+73.3% | Added |
| Quadrant Capital Group LLC | 138 | $6.10K | 0.00% | −27−16.4% | Reduced |
| McIlrath & Eck, LLC | 140 | $6.19K | 0.00% | +140 | New |
| TCI Wealth Advisors, Inc. | 151 | $6.68K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 424 | $18.8K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $24.3K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 662 | $29.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 734 | $32.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 750 | $33.2K | 0.00% | +750 | New |
| Sunbelt Securities, Inc. | 819 | $35.6K | 0.01% | +819 | New |
| Tower Research Capital LLC (TRC) | 839 | $37.0K | 0.00% | +670+396.4% | Added |
| BOK Financial Private Wealth, Inc. | 839 | $37.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 900 | $39.8K | 0.00% | −35,875−97.6% | Reduced |
| Public Employees Retirement System of Ohio | 963 | $43.0K | 0.00% | −54−5.3% | Reduced |
| Whittier Trust Co | 1,000 | $44.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,243 | $55.0K | 0.03% | +1,243 | New |
| The PNC Financial Services Group, Inc. | 1,319 | $58.3K | 0.00% | −395−23.0% | Reduced |
| Great West Life Assurance Co | 1,565 | $69.0K | 0.00% | −401−20.4% | Reduced |
| Quantbot Technologies LP | 1,700 | $75.2K | 0.01% | −817−32.5% | Reduced |
| Metropolitan Life Insurance Co | 1,726 | $76.3K | 0.00% | −188−9.8% | Reduced |
| Point72 Middle East FZE | 2,232 | $98.7K | 0.01% | +2,232 | New |
| SG Americas Securities, LLC | 2,321 | $103.0K | 0.00% | −914−28.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,486 | $110.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,518 | $111.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,500 | $111.0K | 0.01% | +2,500 | New |
| Advisor Group Holdings, Inc. | 2,524 | $111.3K | 0.00% | +144+6.1% | Added |
| Natixis | 2,597 | $114.9K | 0.00% | −475−15.5% | Reduced |
| Wolff Wiese Magana LLC | 3,451 | $152.6K | 0.12% | +860+33.2% | Added |
| PEAK6 Investments LLC | 3,491 | $154.4K | 0.01% | +3,491 | New |
| STRS Ohio | 4,000 | $176.0K | 0.00% | +4,000 | New |
| Amalgamated Bank | 4,523 | $200.0K | 0.00% | −605−11.8% | Reduced |
| Gotham Asset Management, LLC | 4,548 | $201.2K | 0.00% | +4,548 | New |
| Citigroup Inc | 4,552 | $201.3K | 0.00% | +607+15.4% | Added |
| Handelsbanken Fonder AB | 5,637 | $249.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 5,701 | $252.2K | 0.01% | −8,059−58.6% | Reduced |
| HSBC Holdings PLC | 5,895 | $259.7K | 0.00% | −1,741−22.8% | Reduced |
| PDT Partners, LLC | 5,952 | $263.3K | 0.04% | +34+0.6% | Added |
| Commonwealth Equity Services, LLC | 6,001 | $265.0K | 0.00% | −424−6.6% | Reduced |
| Watershed Asset Management, L.L.C. | 6,081 | $269.0K | 0.33% | +6,081 | New |
| MML Investors Services, LLC | 6,192 | $274.0K | 0.00% | −203−3.2% | Reduced |
| Alps Advisors Inc | 6,480 | $286.6K | 0.00% | +6,480 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,829 | $302.0K | 0.00% | +6,829 | New |
| Versor Investments LP | 6,883 | $304.4K | 0.04% | −417−5.7% | Reduced |
| National Bank of Canada | 7,240 | $320.2K | 0.00% | +890+14.0% | Added |
| Nebula Research & Development LLC | 7,273 | $321.7K | 0.57% | +7,273 | New |
| HN Saltoro Capital, LP | 9,000 | $328.5K | 0.96% | +9,000 | New |
| D. E. Shaw & Co., Inc. | 7,631 | $337.5K | 0.00% | −6,505−46.0% | Reduced |
| Investors Research Corp | 8,350 | $369.3K | 0.10% | −1,000−10.7% | Reduced |
| Dark Forest Capital Management LP | 9,432 | $417.2K | 0.10% | +7,870+503.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,454 | $418.1K | 0.00% | +1,012+12.0% | Added |
| Arizona State Retirement System | 9,468 | $418.8K | 0.00% | +285+3.1% | Added |
| Advisory Research Inc | 10,320 | $456.5K | 0.08% | −1,711−14.2% | Reduced |
| Glenmede Trust Co NA | 10,531 | $465.8K | 0.00% | −4,558−30.2% | Reduced |
| LPL Financial LLC | 10,903 | $482.2K | 0.00% | −1,276−10.5% | Reduced |
| BTC Capital Management, Inc. | 11,266 | $496.1K | 0.06% | −1,150−9.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,297 | $499.7K | 0.09% | +11,297 | New |
| Gsa Capital Partners LLP | 11,326 | $501.0K | 0.05% | +1,538+15.7% | Added |
| Voya Investment Management LLC | 12,144 | $537.1K | 0.00% | −115−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 12,266 | $543.0K | 0.00% | −52,260−81.0% | Reduced |
| Shell Asset Management Co | 12,371 | $547.0K | 0.02% | −43−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 13,065 | $577.9K | 0.00% | +62+0.5% | Added |
| Squarepoint Ops LLC | 13,125 | $580.5K | 0.00% | −19,978−60.4% | Reduced |
| Envestnet Asset Management Inc | 14,329 | $633.8K | 0.00% | +801+5.9% | Added |
| State Board of Administration of Florida Retirement System | 14,376 | $635.9K | 0.00% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 14,410 | $637.0K | 0.02% | +14,410 | New |
| Acadian Asset Management LLC | 14,466 | $638.0K | 0.00% | −9,261−39.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,553 | $644.0K | 0.06% | +14,553 | New |
| Jane Street Group, LLC | 14,626 | $646.9K | 0.00% | +14,626 | New |
| US Bancorp | 15,343 | $678.6K | 0.00% | −7,590−33.1% | Reduced |
| American International Group, Inc. | 15,400 | $681.1K | 0.00% | +306+2.0% | Added |
| MetLife Investment Management | 16,228 | $717.8K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 16,800 | $743.1K | 0.20% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 17,100 | $756.3K | 0.06% | −1,000−5.5% | Reduced |
| Price T Rowe Associates Inc | 17,270 | $764.0K | 0.00% | +414+2.5% | Added |
| Jackson Creek Investment Advisors LLC | 18,299 | $809.0K | 0.34% | −9,001−33.0% | Reduced |
| Trexquant Investment LP | 19,235 | $850.8K | 0.02% | +381+2.0% | Added |
| RBF Capital, LLC | 20,000 | $884.6K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 21,951 | $971.0K | 0.08% | +21,951 | New |
| Horizon Investment Services, LLC | 22,278 | $985.4K | 0.63% | +22,278 | New |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.00M | 0.04% | +1,200+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,429 | $1.04M | 0.00% | −2,211−8.6% | Reduced |
| ExodusPoint Capital Management, LP | 23,616 | $1.04M | 0.01% | +13,617+136.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 24,000 | $1.06M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 26,651 | $1.18M | 0.00% | −15,084−36.1% | Reduced |
| Jump Financial, LLC | 28,176 | $1.25M | 0.05% | +28,176 | New |
| Credit Suisse AG | 28,262 | $1.25M | 0.00% | +1,486+5.5% | Added |
| Barclays PLC | 28,330 | $1.25M | 0.00% | +9,069+47.1% | Added |