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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 19,893 | $910.1K | 0.00% | +13,064+191.3% | Added |
| RBF Capital, LLC | 20,000 | $915.0K | 0.06% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,040 | $962.6K | 0.59% | −1,238−5.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.04M | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 24,642 | $1.13M | 0.00% | +1,213+5.2% | Added |
| SEI Investments Co | 24,866 | $1.14M | 0.00% | −25,488−50.6% | Reduced |
| LSV Asset Management | 26,100 | $1.19M | 0.00% | +26,100 | New |
| Gabelli Funds LLC | 29,700 | $1.36M | 0.01% | +1,000+3.5% | Added |
| HRT Financial LP | 30,277 | $1.39M | 0.01% | −8,948−22.8% | Reduced |
| Legal & General Group Plc | 30,880 | $1.41M | 0.00% | +133+0.4% | Added |
| Qube Research & Technologies Ltd | 31,480 | $1.44M | 0.01% | −16,707−34.7% | Reduced |
| Jump Financial, LLC | 31,500 | $1.44M | 0.05% | +3,324+11.8% | Added |
| Occudo Quantitative Strategies LP | 32,137 | $1.47M | 0.15% | +32,137 | New |
| Susquehanna International Group, LLP | 32,294 | $1.48M | 0.00% | −24,649−43.3% | Reduced |
| UBS Asset Management Americas Inc | 34,007 | $1.50M | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 34,195 | $1.56M | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 34,201 | $1.56M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 34,466 | $1.58M | 0.00% | +6,136+21.7% | Added |
| Gamco Investors, Inc. Et Al | 37,200 | $1.70M | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 38,967 | $1.78M | 0.22% | +474+1.2% | Added |
| Credit Suisse AG | 39,014 | $1.78M | 0.00% | +10,752+38.0% | Added |
| Teacher Retirement System of Texas | 39,371 | $1.80M | 0.01% | −237−0.6% | Reduced |
| California State Teachers Retirement System | 39,517 | $1.81M | 0.00% | −1,055−2.6% | Reduced |
| Engineers Gate Manager LP | 40,282 | $1.84M | 0.07% | +4,990+14.1% | Added |
| Russell Investments Group, Ltd. | 41,925 | $1.92M | 0.00% | −4,241−9.2% | Reduced |
| Royal Bank of Canada | 45,199 | $2.07M | 0.00% | +13,575+42.9% | Added |
| Rhumbline Advisers | 46,130 | $2.11M | 0.00% | +2,182+5.0% | Added |
| Raymond James & Associates | 46,218 | $2.11M | 0.00% | +567+1.2% | Added |
| Shelton Capital Management | 50,160 | $2.29M | 0.08% | +50,160 | New |
| Allianz Asset Management GmbH | 50,885 | $2.33M | 0.00% | +2,172+4.5% | Added |
| Renaissance Technologies LLC | 52,200 | $2.39M | 0.00% | −47,532−47.7% | Reduced |
| Cubist Systematic Strategies, LLC | 52,373 | $2.40M | 0.03% | −15,765−23.1% | Reduced |
| BNP Paribas Arbitrage, SA | 52,411 | $2.40M | 0.00% | +8,661+19.8% | Added |
| Advisors Asset Management, Inc. | 52,413 | $2.40M | 0.05% | −4,268−7.5% | Reduced |
| Tudor Investment Corp Et Al | 52,600 | $2.41M | 0.04% | +23,065+78.1% | Added |
| ClariVest Asset Management LLC | 52,715 | $2.41M | 0.12% | −6,898−11.6% | Reduced |
| Panagora Asset Management Inc | 55,004 | $2.52M | 0.01% | +1,600+3.0% | Added |
| First Trust Advisors LP | 55,245 | $2.53M | 0.00% | +7,801+16.4% | Added |
| Sit Investment Associates Inc | 56,675 | $2.59M | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 56,704 | $2.59M | 0.01% | −4,328−7.1% | Reduced |
| JPMorgan Chase & Co | 57,878 | $2.65M | 0.00% | +6,242+12.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 57,906 | $2.65M | 0.01% | +33,906+141.3% | Added |
| Knights of Columbus Asset Advisors LLC | 59,207 | $2.71M | 0.24% | +140+0.2% | Added |
| Federated Hermes, Inc. | 65,319 | $2.99M | 0.01% | +22,848+53.8% | Added |
| Swiss National Bank | 71,300 | $3.26M | 0.00% | +700+1.0% | Added |
| Alberta Investment Management Corp | 78,003 | $3.57M | 0.03% | +15,107+24.0% | Added |
| Formula Growth Ltd | 81,068 | $3.71M | 1.18% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 82,100 | $3.76M | 0.46% | +26,300+47.1% | Added |
| Moody Aldrich Partners LLC | 83,608 | $3.83M | 0.74% | −245−0.3% | Reduced |
| Millennium Management LLC | 85,081 | $3.89M | 0.00% | +50,011+142.6% | Added |
| Wells Fargo & Company | 85,677 | $3.92M | 0.00% | +3,213+3.9% | Added |
| SG Capital Management LLC | 87,265 | $3.99M | 1.64% | +87,265 | New |
| Kennedy Capital Management, Inc. | 89,136 | $4.08M | 0.10% | +53,495+150.1% | Added |
| Voloridge Investment Management, LLC | 94,284 | $4.31M | 0.02% | −22,660−19.4% | Reduced |
| Bokf, NA | 98,807 | $4.52M | 0.09% | −3,054−3.0% | Reduced |
| Neuberger Berman Group LLC | 119,940 | $5.49M | 0.00% | +8,985+8.1% | Added |
| Uniplan Investment Counsel, Inc. | 123,305 | $5.64M | 0.41% | −396−0.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,094 | $6.41M | 0.09% | −513−0.4% | Reduced |
| UBS Group AG | 140,375 | $6.42M | 0.00% | +51,949+58.7% | Added |
| Two Sigma Investments, LP | 143,603 | $6.57M | 0.02% | −51,898−26.5% | Reduced |
| First Eagle Investment Management, LLC | 145,913 | $6.68M | 0.02% | +58,500+66.9% | Added |
| Arrowstreet Capital, Limited Partnership | 147,680 | $6.76M | 0.01% | −38,755−20.8% | Reduced |
| Fisher Asset Management, LLC | 151,379 | $6.93M | 0.00% | −11,640−7.1% | Reduced |
| Stifel Financial Corp | 152,172 | $6.96M | 0.01% | +9,352+6.5% | Added |
| Alliancebernstein L.P. | 164,051 | $7.51M | 0.00% | −438,587−72.8% | Reduced |
| Victory Capital Management Inc | 168,978 | $7.73M | 0.01% | −83,812−33.2% | Reduced |
| Two Sigma Advisers, LP | 198,985 | $9.10M | 0.02% | −2,900−1.4% | Reduced |
| Deutsche Bank AG | 226,139 | $10.3M | 0.01% | −5,181−2.2% | Reduced |
| Redwood Investments, LLC | 230,481 | $10.5M | 1.29% | +2,527+1.1% | Added |
| Intrinsic Edge Capital Management LLC | 230,936 | $10.6M | 0.82% | +77,620+50.6% | Added |
| Guggenheim Capital LLC | 244,659 | $11.2M | 0.09% | −2,873−1.2% | Reduced |
| Ameriprise Financial Inc | 247,884 | $11.3M | 0.00% | −5,745−2.3% | Reduced |
| New York State Common Retirement Fund | 253,802 | $11.6M | 0.01% | +8,028+3.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 284,300 | $13.0M | 0.03% | +22,799+8.7% | Added |
| Nuveen Asset Management, LLC | 295,790 | $13.5M | 0.00% | +105,933+55.8% | Added |
| Bank of New York Mellon Corp | 302,051 | $13.8M | 0.00% | −3,370−1.1% | Reduced |
| Norges Bank | 323,560 | $14.8M | 0.00% | −131,000−28.8% | Reduced |
| Northern Trust Corp | 328,713 | $15.0M | 0.00% | +8,169+2.5% | Added |
| Assenagon Asset Management S.A. | 347,043 | $15.9M | 0.06% | +238,105+218.6% | Added |
| Morgan Stanley | 392,012 | $17.9M | 0.00% | −24,373−5.9% | Reduced |
| Goldman Sachs Group Inc | 394,977 | $18.1M | 0.00% | +103,430+35.5% | Added |
| Penn Capital Management Co Inc | 406,303 | $18.6M | 1.81% | +25,977+6.8% | Added |
| Citadel Advisors LLC | 410,634 | $18.8M | 0.02% | +27,489+7.2% | Added |
| Charles Schwab Investment Management Inc | 458,604 | $21.0M | 0.01% | −7,202−1.5% | Reduced |
| Geode Capital Management, LLC | 670,666 | $30.7M | 0.00% | +29,902+4.7% | Added |
| State Street Corp | 718,025 | $32.8M | 0.00% | +12,558+1.8% | Added |
| Bank of America Corp | 731,374 | $33.5M | 0.00% | −171,979−19.0% | Reduced |
| Janus Henderson Group PLC | 798,412 | $36.5M | 0.02% | +157,401+24.6% | Added |
| Dimensional Fund Advisors LP | 1,227,878 | $56.2M | 0.02% | −30,440−2.4% | Reduced |
| Invesco Ltd. | 1,281,181 | $58.6M | 0.02% | +50,627+4.1% | Added |
| American Century Companies Inc | 1,475,407 | $67.5M | 0.05% | +60,632+4.3% | Added |
| Macquarie Group Ltd | 1,500,125 | $68.6M | 0.08% | −39,709−2.6% | Reduced |
| Clearbridge Investments, LLC | 2,552,928 | $116.8M | 0.11% | +51,147+2.0% | Added |
| BlackRock Inc. | 2,810,697 | $128.6M | 0.00% | +287,077+11.4% | Added |
| Vanguard Group Inc | 3,767,020 | $172.3M | 0.00% | +38,900+1.0% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −320,301−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −153,611−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −109,679−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −95,132−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −60,126−100.0% | Sold out |