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, Q2 2023
Institutional positions in H&E Equipment Services, Inc. as of Jun 30, 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
- 195
- +7 vs. Q1 2023
- Shares held
- 28.0M
- −221.8K (−0.8%) vs. Q1 2023
- Total value
- $1.28B
- +$32.7M (+2.6%) vs. Q1 2023
- New holders
- 28
- 72 more added
- Sold out
- 21
- 67 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,767,020 | $172.3M | 0.00% | +38,900+1.0% | Added |
| BlackRock Inc. | 2,810,697 | $128.6M | 0.00% | +287,077+11.4% | Added |
| Clearbridge Investments, LLC | 2,552,928 | $116.8M | 0.11% | +51,147+2.0% | Added |
| Macquarie Group Ltd | 1,500,125 | $68.6M | 0.08% | −39,709−2.6% | Reduced |
| American Century Companies Inc | 1,475,407 | $67.5M | 0.05% | +60,632+4.3% | Added |
| Invesco Ltd. | 1,281,181 | $58.6M | 0.02% | +50,627+4.1% | Added |
| Dimensional Fund Advisors LP | 1,227,878 | $56.2M | 0.02% | −30,440−2.4% | Reduced |
| Janus Henderson Group PLC | 798,412 | $36.5M | 0.02% | +157,401+24.6% | Added |
| Bank of America Corp | 731,374 | $33.5M | 0.00% | −171,979−19.0% | Reduced |
| State Street Corp | 718,025 | $32.8M | 0.00% | +12,558+1.8% | Added |
| Geode Capital Management, LLC | 670,666 | $30.7M | 0.00% | +29,902+4.7% | Added |
| Charles Schwab Investment Management Inc | 458,604 | $21.0M | 0.01% | −7,202−1.5% | Reduced |
| Citadel Advisors LLC | 410,634 | $18.8M | 0.02% | +27,489+7.2% | Added |
| Penn Capital Management Co Inc | 406,303 | $18.6M | 1.81% | +25,977+6.8% | Added |
| Goldman Sachs Group Inc | 394,977 | $18.1M | 0.00% | +103,430+35.5% | Added |
| Morgan Stanley | 392,012 | $17.9M | 0.00% | −24,373−5.9% | Reduced |
| Assenagon Asset Management S.A. | 347,043 | $15.9M | 0.06% | +238,105+218.6% | Added |
| Northern Trust Corp | 328,713 | $15.0M | 0.00% | +8,169+2.5% | Added |
| Norges Bank | 323,560 | $14.8M | 0.00% | −131,000−28.8% | Reduced |
| Bank of New York Mellon Corp | 302,051 | $13.8M | 0.00% | −3,370−1.1% | Reduced |
| Nuveen Asset Management, LLC | 295,790 | $13.5M | 0.00% | +105,933+55.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 284,300 | $13.0M | 0.03% | +22,799+8.7% | Added |
| New York State Common Retirement Fund | 253,802 | $11.6M | 0.01% | +8,028+3.3% | Added |
| Ameriprise Financial Inc | 247,884 | $11.3M | 0.00% | −5,745−2.3% | Reduced |
| Guggenheim Capital LLC | 244,659 | $11.2M | 0.09% | −2,873−1.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 230,936 | $10.6M | 0.82% | +77,620+50.6% | Added |
| Redwood Investments, LLC | 230,481 | $10.5M | 1.29% | +2,527+1.1% | Added |
| Deutsche Bank AG | 226,139 | $10.3M | 0.01% | −5,181−2.2% | Reduced |
| Two Sigma Advisers, LP | 198,985 | $9.10M | 0.02% | −2,900−1.4% | Reduced |
| Victory Capital Management Inc | 168,978 | $7.73M | 0.01% | −83,812−33.2% | Reduced |
| Alliancebernstein L.P. | 164,051 | $7.51M | 0.00% | −438,587−72.8% | Reduced |
| Stifel Financial Corp | 152,172 | $6.96M | 0.01% | +9,352+6.5% | Added |
| Fisher Asset Management, LLC | 151,379 | $6.93M | 0.00% | −11,640−7.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,680 | $6.76M | 0.01% | −38,755−20.8% | Reduced |
| First Eagle Investment Management, LLC | 145,913 | $6.68M | 0.02% | +58,500+66.9% | Added |
| Two Sigma Investments, LP | 143,603 | $6.57M | 0.02% | −51,898−26.5% | Reduced |
| UBS Group AG | 140,375 | $6.42M | 0.00% | +51,949+58.7% | Added |
| Gilder Gagnon Howe & Co LLC | 140,094 | $6.41M | 0.09% | −513−0.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 123,305 | $5.64M | 0.41% | −396−0.3% | Reduced |
| Neuberger Berman Group LLC | 119,940 | $5.49M | 0.00% | +8,985+8.1% | Added |
| Bokf, NA | 98,807 | $4.52M | 0.09% | −3,054−3.0% | Reduced |
| Voloridge Investment Management, LLC | 94,284 | $4.31M | 0.02% | −22,660−19.4% | Reduced |
| Kennedy Capital Management, Inc. | 89,136 | $4.08M | 0.10% | +53,495+150.1% | Added |
| SG Capital Management LLC | 87,265 | $3.99M | 1.64% | +87,265 | New |
| Wells Fargo & Company | 85,677 | $3.92M | 0.00% | +3,213+3.9% | Added |
| Millennium Management LLC | 85,081 | $3.89M | 0.00% | +50,011+142.6% | Added |
| Moody Aldrich Partners LLC | 83,608 | $3.83M | 0.74% | −245−0.3% | Reduced |
| Oberweis Asset Management Inc | 82,100 | $3.76M | 0.46% | +26,300+47.1% | Added |
| Formula Growth Ltd | 81,068 | $3.71M | 1.18% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 78,003 | $3.57M | 0.03% | +15,107+24.0% | Added |
| Swiss National Bank | 71,300 | $3.26M | 0.00% | +700+1.0% | Added |
| Federated Hermes, Inc. | 65,319 | $2.99M | 0.01% | +22,848+53.8% | Added |
| Knights of Columbus Asset Advisors LLC | 59,207 | $2.71M | 0.24% | +140+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 57,906 | $2.65M | 0.01% | +33,906+141.3% | Added |
| JPMorgan Chase & Co | 57,878 | $2.65M | 0.00% | +6,242+12.1% | Added |
| State of Wisconsin Investment Board | 56,704 | $2.59M | 0.01% | −4,328−7.1% | Reduced |
| Sit Investment Associates Inc | 56,675 | $2.59M | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 55,245 | $2.53M | 0.00% | +7,801+16.4% | Added |
| Panagora Asset Management Inc | 55,004 | $2.52M | 0.01% | +1,600+3.0% | Added |
| ClariVest Asset Management LLC | 52,715 | $2.41M | 0.12% | −6,898−11.6% | Reduced |
| Tudor Investment Corp Et Al | 52,600 | $2.41M | 0.04% | +23,065+78.1% | Added |
| Advisors Asset Management, Inc. | 52,413 | $2.40M | 0.05% | −4,268−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 52,411 | $2.40M | 0.00% | +8,661+19.8% | Added |
| Cubist Systematic Strategies, LLC | 52,373 | $2.40M | 0.03% | −15,765−23.1% | Reduced |
| Renaissance Technologies LLC | 52,200 | $2.39M | 0.00% | −47,532−47.7% | Reduced |
| Allianz Asset Management GmbH | 50,885 | $2.33M | 0.00% | +2,172+4.5% | Added |
| Shelton Capital Management | 50,160 | $2.29M | 0.08% | +50,160 | New |
| Raymond James & Associates | 46,218 | $2.11M | 0.00% | +567+1.2% | Added |
| Rhumbline Advisers | 46,130 | $2.11M | 0.00% | +2,182+5.0% | Added |
| Royal Bank of Canada | 45,199 | $2.07M | 0.00% | +13,575+42.9% | Added |
| Russell Investments Group, Ltd. | 41,925 | $1.92M | 0.00% | −4,241−9.2% | Reduced |
| Engineers Gate Manager LP | 40,282 | $1.84M | 0.07% | +4,990+14.1% | Added |
| California State Teachers Retirement System | 39,517 | $1.81M | 0.00% | −1,055−2.6% | Reduced |
| Teacher Retirement System of Texas | 39,371 | $1.80M | 0.01% | −237−0.6% | Reduced |
| Credit Suisse AG | 39,014 | $1.78M | 0.00% | +10,752+38.0% | Added |
| Cozad Asset Management Inc | 38,967 | $1.78M | 0.22% | +474+1.2% | Added |
| Gamco Investors, Inc. Et Al | 37,200 | $1.70M | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 34,466 | $1.58M | 0.00% | +6,136+21.7% | Added |
| Boston Private Wealth LLC | 34,201 | $1.56M | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 34,195 | $1.56M | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 34,007 | $1.50M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,294 | $1.48M | 0.00% | −24,649−43.3% | Reduced |
| Occudo Quantitative Strategies LP | 32,137 | $1.47M | 0.15% | +32,137 | New |
| Jump Financial, LLC | 31,500 | $1.44M | 0.05% | +3,324+11.8% | Added |
| Qube Research & Technologies Ltd | 31,480 | $1.44M | 0.01% | −16,707−34.7% | Reduced |
| Legal & General Group Plc | 30,880 | $1.41M | 0.00% | +133+0.4% | Added |
| HRT Financial LP | 30,277 | $1.39M | 0.01% | −8,948−22.8% | Reduced |
| Gabelli Funds LLC | 29,700 | $1.36M | 0.01% | +1,000+3.5% | Added |
| LSV Asset Management | 26,100 | $1.19M | 0.00% | +26,100 | New |
| SEI Investments Co | 24,866 | $1.14M | 0.00% | −25,488−50.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,642 | $1.13M | 0.00% | +1,213+5.2% | Added |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.04M | 0.04% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,040 | $962.6K | 0.59% | −1,238−5.6% | Reduced |
| RBF Capital, LLC | 20,000 | $915.0K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,893 | $910.1K | 0.00% | +13,064+191.3% | Added |
| Jackson Creek Investment Advisors LLC | 19,271 | $882.0K | 0.35% | +972+5.3% | Added |
| Balyasny Asset Management LLC | 19,030 | $870.6K | 0.00% | +19,030 | New |
| ExodusPoint Capital Management, LP | 18,705 | $856.0K | 0.01% | −4,911−20.8% | Reduced |
| Price T Rowe Associates Inc | 17,722 | $811.0K | 0.00% | +452+2.6% | Added |
| MetLife Investment Management | 16,626 | $760.6K | 0.01% | +398+2.5% | Added |