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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −48,031−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −26,651−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,883−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,491−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |