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