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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Point72 Asset Management, L.P. | 2 | $83 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 11 | $504 | 0.00% | −5−31.3% | Reduced |
| Sunbelt Securities, Inc. | 19 | $869 | 0.00% | −800−97.7% | Reduced |
| Glassman Wealth Services | 43 | $1.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $2.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $2.38K | 0.00% | +52 | New |
| Byrne Asset Management LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $3.66K | 0.00% | −17,020−99.5% | Reduced |
| Lindbrook Capital, LLC | 84 | $3.84K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 90 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $4.58K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 104 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | +100 | New |
| McIlrath & Eck, LLC | 140 | $6.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 188 | $8.60K | 0.00% | +50+36.2% | Added |
| ORG Partners LLC | 254 | $12.0K | 0.00% | +254 | New |
| Quarry LP | 311 | $14.2K | 0.01% | −932−75.0% | Reduced |
| Signaturefd, LLC | 325 | $14.9K | 0.00% | +301+1,254.2% | Added |
| Brown Brothers Harriman & Co | 424 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 447 | $20.4K | 0.00% | −392−46.7% | Reduced |
| Walleye Trading LLC | 535 | $24.5K | 0.00% | +535 | New |
| Antonetti Capital Management LLC | 550 | $25.2K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 610 | $28.0K | 0.00% | −1,908−75.8% | Reduced |
| State of Wyoming | 648 | $29.6K | 0.01% | +648 | New |
| Steward Partners Investment Advisory, LLC | 662 | $30.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 720 | $33.0K | 0.00% | −14−1.9% | Reduced |
| Proequities, Inc. | 750 | $34.3K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 789 | $36.1K | 0.03% | +789 | New |
| BOK Financial Private Wealth, Inc. | 839 | $38.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 873 | $39.9K | 0.00% | −27−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 908 | $42.0K | 0.00% | −55−5.7% | Reduced |
| Whittier Trust Co | 1,000 | $45.8K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,264 | $57.8K | 0.00% | −1,333−51.3% | Reduced |
| Lazard Asset Management LLC | 1,273 | $58.0K | 0.00% | +1,273 | New |
| The PNC Financial Services Group, Inc. | 1,359 | $62.2K | 0.00% | +40+3.0% | Added |
| Group One Trading, L.P. | 1,365 | $62.4K | 0.00% | +1,365 | New |
| Great West Life Assurance Co | 1,565 | $72.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,726 | $79.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,166 | $99.0K | 0.00% | +2,166 | New |
| Ameritas Investment Partners, Inc. | 2,486 | $113.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,970 | $135.8K | 0.00% | +446+17.7% | Added |
| Wolff Wiese Magana LLC | 3,415 | $156.2K | 0.12% | −36−1.0% | Reduced |
| STRS Ohio | 4,300 | $196.0K | 0.00% | +300+7.5% | Added |
| Capstone Investment Advisors, LLC | 4,463 | $204.2K | 0.01% | +4,463 | New |
| Prelude Capital Management, LLC | 4,748 | $217.2K | 0.02% | +4,748 | New |
| Amalgamated Bank | 4,888 | $224.0K | 0.00% | +365+8.1% | Added |
| Aquatic Capital Management LLC | 4,900 | $224.0K | 0.01% | +2,400+96.0% | Added |
| Man Group plc | 4,944 | $226.2K | 0.00% | +4,944 | New |
| Keebeck Alpha, LP | 5,014 | $229.4K | 0.23% | +5,014 | New |
| Nebula Research & Development LLC | 5,080 | $232.4K | 0.18% | −2,193−30.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,312 | $243.0K | 0.00% | −101,343−95.0% | Reduced |
| HSBC Holdings PLC | 5,307 | $243.8K | 0.00% | −588−10.0% | Reduced |
| Graham Capital Management, L.P. | 5,495 | $251.4K | 0.01% | +5,495 | New |
| Handelsbanken Fonder AB | 5,637 | $258.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,788 | $264.8K | 0.00% | +5,788 | New |
| Campbell & CO Investment Adviser LLC | 5,842 | $267.3K | 0.05% | −5,455−48.3% | Reduced |
| Quantbot Technologies LP | 5,886 | $269.3K | 0.02% | +4,186+246.2% | Added |
| Commonwealth Equity Services, LLC | 5,892 | $270.0K | 0.00% | −109−1.8% | Reduced |
| Mackenzie Financial Corp | 6,148 | $280.3K | 0.00% | +6,148 | New |
| Franklin Resources Inc | 6,193 | $283.3K | 0.00% | +6,193 | New |
| Watershed Asset Management, L.L.C. | 6,223 | $284.7K | 0.35% | +142+2.3% | Added |
| Walleye Capital LLC | 6,314 | $288.9K | 0.01% | +6,314 | New |
| Trexquant Investment LP | 6,446 | $294.9K | 0.01% | −12,789−66.5% | Reduced |
| Alps Advisors Inc | 6,535 | $299.0K | 0.00% | +55+0.8% | Added |
| Dark Forest Capital Management LP | 7,189 | $328.9K | 0.03% | −2,243−23.8% | Reduced |
| MML Investors Services, LLC | 7,253 | $332.0K | 0.00% | +1,061+17.1% | Added |
| National Bank of Canada | 7,560 | $345.3K | 0.00% | +320+4.4% | Added |
| PDT Partners, LLC | 7,747 | $354.4K | 0.05% | +1,795+30.2% | Added |
| Gsa Capital Partners LLP | 8,219 | $376.0K | 0.04% | −3,107−27.4% | Reduced |
| Bridgewater Associates, LP | 8,334 | $381.3K | 0.00% | +8,334 | New |
| Investors Research Corp | 8,350 | $382.0K | 0.10% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 8,572 | $395.5K | 0.04% | −2,694−23.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,650 | $395.7K | 0.00% | +8,650 | New |
| HN Saltoro Capital, LP | 9,000 | $411.8K | 1.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,136 | $418.0K | 0.00% | −5,240−36.4% | Reduced |
| Arizona State Retirement System | 9,198 | $420.8K | 0.00% | −270−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,679 | $442.8K | 0.00% | +225+2.4% | Added |
| Jane Street Group, LLC | 9,885 | $452.2K | 0.00% | −4,741−32.4% | Reduced |
| Squarepoint Ops LLC | 10,112 | $462.6K | 0.00% | −3,013−23.0% | Reduced |
| Glenmede Trust Co NA | 10,531 | $465.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,890 | $498.2K | 0.00% | −13−0.1% | Reduced |
| Acadian Asset Management LLC | 11,814 | $540.0K | 0.00% | −2,652−18.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,030 | $550.0K | 0.07% | −2,523−17.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,166 | $556.6K | 0.00% | −100−0.8% | Reduced |
| Shell Asset Management Co | 12,302 | $563.0K | 0.02% | −69−0.6% | Reduced |
| Gallacher Capital Management LLC | 12,470 | $570.5K | 0.33% | +12,470 | New |
| Voya Investment Management LLC | 12,732 | $582.5K | 0.00% | +588+4.8% | Added |
| Manufacturers Life Insurance Company, The | 13,190 | $603.4K | 0.00% | +125+1.0% | Added |
| Envestnet Asset Management Inc | 13,448 | $615.2K | 0.00% | −881−6.1% | Reduced |
| US Bancorp | 13,532 | $619.1K | 0.00% | −1,811−11.8% | Reduced |
| Summit Global Investments | 14,041 | $642.0K | 0.04% | −7,910−36.0% | Reduced |
| Chartwell Investment Partners, LLC | 15,143 | $692.8K | 0.03% | +733+5.1% | Added |
| American International Group, Inc. | 15,487 | $708.5K | 0.00% | +87+0.6% | Added |
| Citigroup Inc | 16,112 | $737.1K | 0.00% | +11,560+254.0% | Added |
| MetLife Investment Management | 16,626 | $760.6K | 0.01% | +398+2.5% | Added |
| Price T Rowe Associates Inc | 17,722 | $811.0K | 0.00% | +452+2.6% | Added |
| ExodusPoint Capital Management, LP | 18,705 | $856.0K | 0.01% | −4,911−20.8% | Reduced |
| Balyasny Asset Management LLC | 19,030 | $870.6K | 0.00% | +19,030 | New |
| Jackson Creek Investment Advisors LLC | 19,271 | $882.0K | 0.35% | +972+5.3% | Added |