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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 28,700 | $1.27M | 0.01% | −400−1.4% | Reduced |
| Tudor Investment Corp Et Al | 29,535 | $1.31M | 0.02% | +29,535 | New |
| Legal & General Group Plc | 30,747 | $1.36M | 0.00% | +1,296+4.4% | Added |
| Royal Bank of Canada | 31,624 | $1.40M | 0.00% | −6,897−17.9% | Reduced |
| UBS Asset Management Americas Inc | 34,007 | $1.50M | 0.00% | −2,890−7.8% | Reduced |
| Wealthspire Advisors, LLC | 34,195 | $1.51M | 0.03% | +1,867+5.8% | Added |
| Boston Private Wealth LLC | 34,201 | $1.51M | 0.02% | +34,201 | New |
| Millennium Management LLC | 35,070 | $1.55M | 0.00% | −7,344−17.3% | Reduced |
| Engineers Gate Manager LP | 35,292 | $1.56M | 0.07% | +12,380+54.0% | Added |
| Kennedy Capital Management, Inc. | 35,641 | $1.58M | 0.05% | +106+0.3% | Added |
| Gamco Investors, Inc. Et Al | 37,200 | $1.65M | 0.02% | −3,200−7.9% | Reduced |
| Cozad Asset Management Inc | 38,493 | $1.70M | 0.23% | −4,373−10.2% | Reduced |
| HRT Financial LP | 39,225 | $1.73M | 0.02% | +39,225 | New |
| Teacher Retirement System of Texas | 39,608 | $1.75M | 0.01% | −3,397−7.9% | Reduced |
| California State Teachers Retirement System | 40,572 | $1.79M | 0.00% | −483−1.2% | Reduced |
| Federated Hermes, Inc. | 42,471 | $1.88M | 0.00% | −32,534−43.4% | Reduced |
| BNP Paribas Arbitrage, SA | 43,750 | $1.94M | 0.00% | +22,473+105.6% | Added |
| Rhumbline Advisers | 43,948 | $1.94M | 0.00% | +1,939+4.6% | Added |
| Raymond James & Associates | 45,651 | $2.02M | 0.00% | −773−1.7% | Reduced |
| Russell Investments Group, Ltd. | 46,166 | $2.04M | 0.00% | −19,744−30.0% | Reduced |
| First Trust Advisors LP | 47,444 | $2.10M | 0.00% | −28,382−37.4% | Reduced |
| CI Private Wealth, LLC | 48,031 | $2.12M | 0.01% | +48,031 | New |
| Qube Research & Technologies Ltd | 48,187 | $2.13M | 0.01% | +48,187 | New |
| Allianz Asset Management GmbH | 48,713 | $2.15M | 0.00% | −4,641−8.7% | Reduced |
| SEI Investments Co | 50,354 | $2.23M | 0.00% | +30,565+154.5% | Added |
| JPMorgan Chase & Co | 51,636 | $2.28M | 0.00% | −1,438−2.7% | Reduced |
| Panagora Asset Management Inc | 53,404 | $2.36M | 0.01% | +592+1.1% | Added |
| Oberweis Asset Management Inc | 55,800 | $2.47M | 0.38% | +5,700+11.4% | Added |
| Sit Investment Associates Inc | 56,675 | $2.51M | 0.07% | −450−0.8% | Reduced |
| Advisors Asset Management, Inc. | 56,681 | $2.51M | 0.05% | −313−0.5% | Reduced |
| Susquehanna International Group, LLP | 56,943 | $2.52M | 0.00% | +25,184+79.3% | Added |
| Knights of Columbus Asset Advisors LLC | 59,067 | $2.61M | 0.26% | +450+0.8% | Added |
| ClariVest Asset Management LLC | 59,613 | $2.64M | 0.12% | +62+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,126 | $2.66M | 0.00% | −68,759−53.3% | Reduced |
| State of Wisconsin Investment Board | 61,032 | $2.70M | 0.01% | −4,324−6.6% | Reduced |
| Alberta Investment Management Corp | 62,896 | $2.78M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 68,138 | $3.01M | 0.03% | +52,245+328.7% | Added |
| Swiss National Bank | 70,600 | $3.12M | 0.00% | −7,900−10.1% | Reduced |
| Formula Growth Ltd | 81,068 | $3.59M | 1.15% | −69,700−46.2% | Reduced |
| Wells Fargo & Company | 82,464 | $3.65M | 0.00% | +14,854+22.0% | Added |
| Moody Aldrich Partners LLC | 83,853 | $3.71M | 0.75% | −30,127−26.4% | Reduced |
| First Eagle Investment Management, LLC | 87,413 | $3.87M | 0.01% | +25,600+41.4% | Added |
| UBS Group AG | 88,426 | $3.91M | 0.00% | −13,546−13.3% | Reduced |
| Portolan Capital Management, LLC | 95,132 | $4.21M | 0.40% | −26,286−21.6% | Reduced |
| Renaissance Technologies LLC | 99,732 | $4.41M | 0.01% | +36,332+57.3% | Added |
| Bokf, NA | 101,861 | $4.51M | 0.09% | −793−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,655 | $4.72M | 0.01% | +106,474+58,825.4% | Added |
| Assenagon Asset Management S.A. | 108,938 | $4.82M | 0.02% | −31,986−22.7% | Reduced |
| Lord, Abbett & Co. LLC | 109,679 | $4.85M | 0.02% | +109,679 | New |
| Neuberger Berman Group LLC | 110,955 | $4.91M | 0.00% | +40,301+57.0% | Added |
| Voloridge Investment Management, LLC | 116,944 | $5.17M | 0.03% | +64,563+123.3% | Added |
| Uniplan Investment Counsel, Inc. | 123,701 | $5.47M | 0.39% | −41,291−25.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,607 | $6.22M | 0.10% | −361−0.3% | Reduced |
| Stifel Financial Corp | 142,820 | $6.32M | 0.01% | −14,777−9.4% | Reduced |
| M&G Investment Management Ltd | 153,611 | $6.76M | 0.05% | +72,598+89.6% | Added |
| Intrinsic Edge Capital Management LLC | 153,316 | $6.78M | 0.69% | −90,904−37.2% | Reduced |
| Fisher Asset Management, LLC | 163,019 | $7.21M | 0.00% | −430−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 186,435 | $8.25M | 0.01% | +9,993+5.7% | Added |
| Nuveen Asset Management, LLC | 189,857 | $8.40M | 0.00% | −3,673−1.9% | Reduced |
| Two Sigma Investments, LP | 195,501 | $8.65M | 0.03% | +102,538+110.3% | Added |
| Two Sigma Advisers, LP | 201,885 | $8.93M | 0.02% | +34,000+20.3% | Added |
| Redwood Investments, LLC | 227,954 | $10.1M | 1.29% | +98,761+76.4% | Added |
| Deutsche Bank AG | 231,320 | $10.2M | 0.01% | +7,484+3.3% | Added |
| New York State Common Retirement Fund | 245,774 | $10.9M | 0.01% | −40,767−14.2% | Reduced |
| Guggenheim Capital LLC | 247,532 | $10.9M | 0.09% | +350+0.1% | Added |
| Victory Capital Management Inc | 252,790 | $11.2M | 0.01% | −259,254−50.6% | Reduced |
| Ameriprise Financial Inc | 253,629 | $11.2M | 0.00% | −165,524−39.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 261,501 | $11.6M | 0.03% | −11,728−4.3% | Reduced |
| Goldman Sachs Group Inc | 291,547 | $12.9M | 0.00% | −274,750−48.5% | Reduced |
| Bank of New York Mellon Corp | 305,421 | $13.5M | 0.00% | −2,581−0.8% | Reduced |
| Driehaus Capital Management LLC | 320,301 | $14.2M | 0.20% | −7,897−2.4% | Reduced |
| Northern Trust Corp | 320,544 | $14.2M | 0.00% | +2,704+0.9% | Added |
| Citadel Advisors LLC | 383,145 | $16.9M | 0.02% | +12,340+3.3% | Added |
| Penn Capital Management Co Inc | 380,326 | $17.0M | 1.70% | −46,204−10.8% | Reduced |
| Morgan Stanley | 416,385 | $18.4M | 0.00% | +140,040+50.7% | Added |
| Norges Bank | 454,560 | $20.1M | 0.00% | +79,701+21.3% | Added |
| Charles Schwab Investment Management Inc | 465,806 | $20.6M | 0.01% | −7,219−1.5% | Reduced |
| Alliancebernstein L.P. | 602,638 | $26.7M | 0.01% | −151,572−20.1% | Reduced |
| Geode Capital Management, LLC | 640,764 | $28.3M | 0.00% | +26,547+4.3% | Added |
| Janus Henderson Group PLC | 641,011 | $28.4M | 0.02% | −233,779−26.7% | Reduced |
| State Street Corp | 705,467 | $31.2M | 0.00% | +21,156+3.1% | Added |
| Bank of America Corp | 903,353 | $40.0M | 0.00% | +568,416+169.7% | Added |
| Invesco Ltd. | 1,230,554 | $54.4M | 0.02% | +601,089+95.5% | Added |
| Dimensional Fund Advisors LP | 1,258,318 | $55.7M | 0.02% | −3,195−0.3% | Reduced |
| American Century Companies Inc | 1,414,775 | $62.5M | 0.05% | −6,541−0.5% | Reduced |
| Macquarie Group Ltd | 1,539,834 | $68.1M | 0.08% | +4,801+0.3% | Added |
| Clearbridge Investments, LLC | 2,501,781 | $110.7M | 0.11% | −58,938−2.3% | Reduced |
| BlackRock Inc. | 2,523,620 | $111.6M | 0.00% | −73,090−2.8% | Reduced |
| Vanguard Group Inc | 3,728,120 | $164.9M | 0.00% | +225,175+6.4% | Added |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −441,083−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −87,383−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −42,827−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,866−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −13,259−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,363−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,786−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |