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