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, Q3 2023
Institutional positions in H&E Equipment Services, Inc. as of Sep 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
- 187
- −8 vs. Q2 2023
- Shares held
- 27.4M
- −584.8K (−2.1%) vs. Q2 2023
- Total value
- $1.19B
- −$96.6M (−7.5%) vs. Q2 2023
- New holders
- 21
- 77 more added
- Sold out
- 29
- 69 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,752,391 | $162.1M | 0.00% | −14,629−0.4% | Reduced |
| BlackRock Inc. | 2,893,797 | $125.0M | 0.00% | +83,100+3.0% | Added |
| Clearbridge Investments, LLC | 2,558,084 | $110.5M | 0.11% | +5,156+0.2% | Added |
| Macquarie Group Ltd | 1,457,055 | $62.9M | 0.08% | −43,070−2.9% | Reduced |
| Invesco Ltd. | 1,355,880 | $58.6M | 0.02% | +74,699+5.8% | Added |
| Dimensional Fund Advisors LP | 1,194,593 | $51.6M | 0.02% | −33,285−2.7% | Reduced |
| Bank of America Corp | 819,885 | $35.4M | 0.00% | +88,511+12.1% | Added |
| State Street Corp | 711,511 | $30.7M | 0.00% | −6,514−0.9% | Reduced |
| Geode Capital Management, LLC | 684,680 | $29.6M | 0.00% | +14,014+2.1% | Added |
| Janus Henderson Group PLC | 676,978 | $29.2M | 0.02% | −121,434−15.2% | Reduced |
| American Century Companies Inc | 638,857 | $27.6M | 0.02% | −836,550−56.7% | Reduced |
| Morgan Stanley | 468,898 | $20.3M | 0.00% | +76,886+19.6% | Added |
| Charles Schwab Investment Management Inc | 440,604 | $19.0M | 0.01% | −18,000−3.9% | Reduced |
| Penn Capital Management Co Inc | 393,229 | $17.0M | 1.75% | −13,074−3.2% | Reduced |
| Goldman Sachs Group Inc | 385,290 | $16.6M | 0.00% | −9,687−2.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 334,602 | $14.5M | 1.78% | +103,666+44.9% | Added |
| Northern Trust Corp | 327,956 | $14.2M | 0.00% | −757−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 309,899 | $13.4M | 0.03% | +25,599+9.0% | Added |
| Bank of New York Mellon Corp | 307,891 | $13.3M | 0.00% | +5,840+1.9% | Added |
| Redwood Investments, LLC | 280,891 | $12.1M | 1.64% | +50,410+21.9% | Added |
| Arrowstreet Capital, Limited Partnership | 276,130 | $11.9M | 0.01% | +128,450+87.0% | Added |
| Norges Bank | 250,589 | $10.8M | 0.00% | −72,971−22.6% | Reduced |
| Deutsche Bank AG | 241,060 | $10.4M | 0.01% | +14,921+6.6% | Added |
| New York State Common Retirement Fund | 240,992 | $10.4M | 0.01% | −12,810−5.0% | Reduced |
| Nuveen Asset Management, LLC | 237,986 | $10.3M | 0.00% | −57,804−19.5% | Reduced |
| Assenagon Asset Management S.A. | 217,107 | $9.38M | 0.03% | −129,936−37.4% | Reduced |
| First Eagle Investment Management, LLC | 208,204 | $8.99M | 0.02% | +62,291+42.7% | Added |
| Ameriprise Financial Inc | 199,847 | $8.63M | 0.00% | −48,037−19.4% | Reduced |
| Two Sigma Advisers, LP | 195,485 | $8.44M | 0.02% | −3,500−1.8% | Reduced |
| Guggenheim Capital LLC | 179,010 | $7.73M | 0.07% | −65,649−26.8% | Reduced |
| Victory Capital Management Inc | 173,268 | $7.48M | 0.01% | +4,290+2.5% | Added |
| Two Sigma Investments, LP | 172,568 | $7.45M | 0.02% | +28,965+20.2% | Added |
| UBS Group AG | 168,859 | $7.29M | 0.00% | +28,484+20.3% | Added |
| Fisher Asset Management, LLC | 163,125 | $7.05M | 0.00% | +11,746+7.8% | Added |
| Stifel Financial Corp | 155,726 | $6.73M | 0.01% | +3,554+2.3% | Added |
| Shelton Capital Management | 150,168 | $6.49M | 0.24% | +100,008+199.4% | Added |
| Gilder Gagnon Howe & Co LLC | 140,973 | $6.09M | 0.09% | +879+0.6% | Added |
| Uniplan Investment Counsel, Inc. | 122,272 | $5.43M | 0.42% | −1,033−0.8% | Reduced |
| Citadel Advisors LLC | 110,758 | $4.78M | 0.01% | −299,876−73.0% | Reduced |
| Russell Investments Group, Ltd. | 109,822 | $4.74M | 0.01% | +67,897+161.9% | Added |
| Panagora Asset Management Inc | 102,753 | $4.44M | 0.03% | +47,749+86.8% | Added |
| Millennium Management LLC | 100,776 | $4.35M | 0.00% | +15,695+18.4% | Added |
| BNP Paribas Arbitrage, SA | 94,292 | $4.07M | 0.01% | +41,881+79.9% | Added |
| Voloridge Investment Management, LLC | 93,787 | $4.05M | 0.02% | −497−0.5% | Reduced |
| Wells Fargo & Company | 92,223 | $3.98M | 0.00% | +6,546+7.6% | Added |
| Oberweis Asset Management Inc | 92,200 | $3.98M | 0.42% | +10,100+12.3% | Added |
| Susquehanna International Group, LLP | 91,993 | $3.97M | 0.01% | +59,699+184.9% | Added |
| Teacher Retirement System of Texas | 90,798 | $3.92M | 0.03% | +51,427+130.6% | Added |
| Kennedy Capital Management, Inc. | 89,598 | $3.87M | 0.09% | +462+0.5% | Added |
| Bokf, NA | 94,515 | $3.85M | 0.08% | −4,292−4.3% | Reduced |
| Moody Aldrich Partners LLC | 86,750 | $3.75M | 0.71% | +3,142+3.8% | Added |
| Formula Growth Ltd | 75,522 | $3.26M | 1.11% | −5,546−6.8% | Reduced |
| Renaissance Technologies LLC | 72,532 | $3.13M | 0.01% | +20,332+39.0% | Added |
| Cubist Systematic Strategies, LLC | 70,029 | $3.02M | 0.04% | +17,656+33.7% | Added |
| Swiss National Bank | 68,000 | $2.94M | 0.00% | −3,300−4.6% | Reduced |
| First Trust Advisors LP | 67,367 | $2.91M | 0.00% | +12,122+21.9% | Added |
| Federated Hermes, Inc. | 66,404 | $2.87M | 0.01% | +1,085+1.7% | Added |
| Neuberger Berman Group LLC | 62,704 | $2.71M | 0.00% | −57,236−47.7% | Reduced |
| HighTower Advisors, LLC | 59,617 | $2.59M | 0.00% | +59,617 | New |
| Sit Investment Associates Inc | 59,615 | $2.58M | 0.07% | +2,940+5.2% | Added |
| Knights of Columbus Asset Advisors LLC | 58,389 | $2.52M | 0.23% | −818−1.4% | Reduced |
| Engineers Gate Manager LP | 53,873 | $2.33M | 0.09% | +13,591+33.7% | Added |
| AXA S.A. | 53,300 | $2.30M | 0.01% | +53,300 | New |
| State of Wisconsin Investment Board | 53,138 | $2.30M | 0.01% | −3,566−6.3% | Reduced |
| ClariVest Asset Management LLC | 52,758 | $2.28M | 0.12% | +43+0.1% | Added |
| Allianz Asset Management GmbH | 52,590 | $2.27M | 0.00% | +1,705+3.4% | Added |
| Tudor Investment Corp Et Al | 49,905 | $2.16M | 0.03% | −2,695−5.1% | Reduced |
| Royal Bank of Canada | 48,203 | $2.08M | 0.00% | +3,004+6.6% | Added |
| CI Private Wealth, LLC | 48,031 | $2.07M | 0.00% | +48,031 | New |
| Rhumbline Advisers | 47,647 | $2.06M | 0.00% | +1,517+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 47,443 | $2.05M | 0.01% | +27,550+138.5% | Added |
| JPMorgan Chase & Co | 46,669 | $2.02M | 0.00% | −11,209−19.4% | Reduced |
| Raymond James & Associates | 46,467 | $2.01M | 0.00% | +249+0.5% | Added |
| FMR LLC | 46,365 | $2.00M | 0.00% | +45,492+5,211.0% | Added |
| Advisors Asset Management, Inc. | 43,345 | $1.87M | 0.04% | −9,068−17.3% | Reduced |
| Cozad Asset Management Inc | 40,584 | $1.75M | 0.23% | +1,617+4.1% | Added |
| Icon Advisers Inc | 40,000 | $1.73M | 0.43% | +40,000 | New |
| UBS Asset Management Americas Inc | 38,978 | $1.68M | 0.00% | +4,971+14.6% | Added |
| Credit Suisse AG | 38,818 | $1.68M | 0.00% | −196−0.5% | Reduced |
| Alliancebernstein L.P. | 38,549 | $1.66M | 0.00% | −125,502−76.5% | Reduced |
| Gamco Investors, Inc. Et Al | 35,500 | $1.53M | 0.02% | −1,700−4.6% | Reduced |
| California State Teachers Retirement System | 34,444 | $1.49M | 0.00% | −5,073−12.8% | Reduced |
| Wealthspire Advisors, LLC | 34,195 | $1.48M | 0.02% | 00.0% | Unchanged |
| Millrace Asset Group, Inc. | 32,141 | $1.39M | 1.71% | +32,141 | New |
| Legal & General Group Plc | 30,778 | $1.33M | 0.00% | −102−0.3% | Reduced |
| National Bank of Canada | 31,264 | $1.32M | 0.00% | +23,704+313.5% | Added |
| ExodusPoint Capital Management, LP | 30,530 | $1.32M | 0.02% | +11,825+63.2% | Added |
| Qube Research & Technologies Ltd | 30,534 | $1.32M | 0.00% | −946−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 30,501 | $1.32M | 0.00% | +30,501 | New |
| Occudo Quantitative Strategies LP | 29,626 | $1.28M | 0.17% | −2,511−7.8% | Reduced |
| Gabelli Funds LLC | 28,500 | $1.23M | 0.01% | −1,200−4.0% | Reduced |
| Barclays PLC | 28,312 | $1.22M | 0.00% | −6,154−17.9% | Reduced |
| Gsa Capital Partners LLP | 27,303 | $1.18M | 0.10% | +19,084+232.2% | Added |
| LSV Asset Management | 26,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 26,070 | $1.13M | 0.04% | −5,430−17.2% | Reduced |
| Marshall Wace, LLP | 24,318 | $1.05M | 0.00% | +24,318 | New |
| SG Capital Management LLC | 23,450 | $1.01M | 0.43% | −63,815−73.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,044 | $995.3K | 0.00% | −1,598−6.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,700 | $980.4K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20,850 | $900.0K | 0.00% | +19,577+1,537.9% | Added |