H&E Equipment Services, Inc.

HEESDelisted Jun 2, 2025

Industry: Services-Miscellaneous Equipment Rental & Leasing
SEC CIK: 0001339605

SEC filings (opens in a new tab)

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.

Q2 2023 vs. Q1 2023

How the institutions holding H&E Equipment Services, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of HEES: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Of which not filed for Q2 2023	Q2 2023	Change
Holders	189	1	195	+7
Shares	28.2M	10	28.0M	−221.8K (−0.8%)
Value	$1.25B	$442	$1.28B	+$32.7M (+2.6%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held H&E Equipment Services, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to HEES in Q2 2023
Institution	Shares	Value	% of portfolio
SG Capital Management LLC	87,265	$3.99M	1.64%
Shelton Capital Management	50,160	$2.29M	0.08%
Occudo Quantitative Strategies LP	32,137	$1.47M	0.15%
LSV Asset Management	26,100	$1.19M	0.00%
Balyasny Asset Management LLC	19,030	$870.6K	0.00%
Gallacher Capital Management LLC	12,470	$570.5K	0.33%
Schonfeld Strategic Advisors LLC	8,650	$395.7K	0.00%
Bridgewater Associates, LP	8,334	$381.3K	0.00%
Walleye Capital LLC	6,314	$288.9K	0.01%
Franklin Resources Inc	6,193	$283.3K	0.00%
Mackenzie Financial Corp	6,148	$280.3K	0.00%
Oppenheimer Asset Management Inc.	5,788	$264.8K	0.00%
Graham Capital Management, L.P.	5,495	$251.4K	0.01%
Keebeck Alpha, LP	5,014	$229.4K	0.23%
Man Group plc	4,944	$226.2K	0.00%
Prelude Capital Management, LLC	4,748	$217.2K	0.02%
Capstone Investment Advisors, LLC	4,463	$204.2K	0.01%
Simplex Trading, LLC	2,166	$99.0K	0.00%
Group One Trading, L.P.	1,365	$62.4K	0.00%
Lazard Asset Management LLC	1,273	$58.0K	0.00%
West Tower Group, LLC	789	$36.1K	0.03%
State of Wyoming	648	$29.6K	0.01%
Walleye Trading LLC	535	$24.5K	0.00%
ORG Partners LLC	254	$12.0K	0.00%
Tyler-Stone Wealth Management	100	$5.00K	0.00%
Ridgewood Investments LLC	100	$4.58K	0.00%
Parallel Advisors, LLC	52	$2.38K	0.00%
Point72 Asset Management, L.P.	2	$83	0.00%

Sold out (21)

Institutions that held H&E Equipment Services, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of HEES in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Driehaus Capital Management LLC	320,301	$14.2M
M&G Investment Management Ltd	153,611	$6.76M
Lord, Abbett & Co. LLC	109,679	$4.85M
Portolan Capital Management, LLC	95,132	$4.21M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	60,126	$2.66M
CI Private Wealth, LLC	48,031	$2.12M
Prudential Financial Inc	26,651	$1.18M
Paradigm Asset Management Co LLC	16,800	$743.1K
Advisory Research Inc	10,320	$456.5K
D. E. Shaw & Co., Inc.	7,631	$337.5K
Versor Investments LP	6,883	$304.4K
Algert Global LLC	5,701	$252.2K
Gotham Asset Management, LLC	4,548	$201.2K
PEAK6 Investments LLC	3,491	$154.4K
SG Americas Securities, LLC	2,321	$103.0K
Point72 Middle East FZE	2,232	$98.7K
TCI Wealth Advisors, Inc.	151	$6.68K
Ellevest, Inc.	65	$2.88K
Belpointe Asset Management LLC	48	$2.12K
Pin Oak Investment Advisors Inc	50	$2.00K
Ameritas Advisory Services, LLC	41	$1.74K

Not filed for Q2 2023 yet (1)

Institutions that held H&E Equipment Services, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEES in Q1 2023 that haven't filed for Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Ahrens Investment Partners LLC	10	$442