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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −3−42.9% | Reduced |
| Sunbelt Securities, Inc. | 19 | $821 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.86K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 51 | $2.05K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $4.15K | 0.00% | +44+84.6% | Added |
| Larson Financial Group LLC | 102 | $4.41K | 0.00% | +102 | New |
| Lindbrook Capital, LLC | 110 | $4.75K | 0.00% | +26+31.0% | Added |
| Anchor Investment Management, LLC | 120 | $5.18K | 0.00% | +120 | New |
| Hillsdale Investment Management Inc. | 130 | $5.62K | 0.00% | +50+62.5% | Added |
| McIlrath & Eck, LLC | 140 | $6.05K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 181 | $7.82K | 0.00% | +77+74.0% | Added |
| Group One Trading, L.P. | 199 | $8.60K | 0.00% | −1,166−85.4% | Reduced |
| Quadrant Capital Group LLC | 229 | $9.89K | 0.00% | +41+21.8% | Added |
| ORG Partners LLC | 254 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 277 | $12.0K | 0.00% | −48−14.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 300 | $13.0K | 0.00% | +300 | New |
| Quarry LP | 578 | $25.0K | 0.02% | +267+85.9% | Added |
| Tower Research Capital LLC (TRC) | 589 | $25.4K | 0.00% | +142+31.8% | Added |
| Steward Partners Investment Advisory, LLC | 711 | $30.7K | 0.00% | +49+7.4% | Added |
| CWM, LLC | 720 | $31.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 815 | $35.0K | 0.00% | −93−10.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 839 | $36.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $43.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,258 | $54.3K | 0.00% | −6−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,311 | $56.6K | 0.00% | −48−3.5% | Reduced |
| Simplex Trading, LLC | 1,738 | $75.0K | 0.00% | −428−19.8% | Reduced |
| Metropolitan Life Insurance Co | 1,945 | $84.0K | 0.00% | +219+12.7% | Added |
| Comerica Bank | 2,277 | $98.3K | 0.00% | +2,277 | New |
| Great West Life Assurance Co | 2,947 | $127.0K | 0.00% | +1,382+88.3% | Added |
| Point72 Asset Management, L.P. | 3,033 | $131.0K | 0.00% | +3,031+151,550.0% | Added |
| Ameritas Investment Partners, Inc. | 3,197 | $138.1K | 0.01% | +711+28.6% | Added |
| Advisor Group Holdings, Inc. | 3,753 | $162.1K | 0.00% | +783+26.4% | Added |
| Penn Mutual Asset Management, LLC | 4,650 | $200.8K | 0.19% | +4,650 | New |
| Americana Partners, LLC | 4,783 | $201.5K | 0.02% | +4,783 | New |
| Amalgamated Bank | 4,888 | $211.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,052 | $218.2K | 0.00% | −736−12.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,225 | $225.7K | 0.00% | −87−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 5,150 | $228.0K | 0.00% | +5,150 | New |
| Mackenzie Financial Corp | 5,754 | $238.6K | 0.00% | −394−6.4% | Reduced |
| Handelsbanken Fonder AB | 5,637 | $243.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,791 | $250.0K | 0.00% | −101−1.7% | Reduced |
| Verition Fund Management LLC | 5,796 | $250.3K | 0.00% | +5,796 | New |
| Watershed Asset Management, L.L.C. | 6,030 | $260.4K | 0.31% | −193−3.1% | Reduced |
| Citigroup Inc | 6,129 | $264.7K | 0.00% | −9,983−62.0% | Reduced |
| Jane Street Group, LLC | 6,220 | $268.6K | 0.00% | −3,665−37.1% | Reduced |
| Franklin Resources Inc | 6,583 | $284.3K | 0.00% | +390+6.3% | Added |
| MML Investors Services, LLC | 7,469 | $323.0K | 0.00% | +216+3.0% | Added |
| Alps Advisors Inc | 7,775 | $335.8K | 0.00% | +1,240+19.0% | Added |
| STRS Ohio | 7,800 | $336.0K | 0.00% | +3,500+81.4% | Added |
| Man Group plc | – | $350.1K | 0.00% | – | – |
| Harbour Capital Advisors, LLC | 8,245 | $356.1K | 0.11% | +8,245 | New |
| Investors Research Corp | 8,350 | $360.6K | 0.09% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 8,537 | $368.7K | 0.04% | −35−0.4% | Reduced |
| Arizona State Retirement System | 8,806 | $380.3K | 0.00% | −392−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 9,186 | $396.7K | 0.00% | +50+0.5% | Added |
| Quantbot Technologies LP | 9,399 | $405.9K | 0.03% | +3,513+59.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,481 | $409.5K | 0.00% | −198−2.0% | Reduced |
| Glenmede Trust Co NA | 9,512 | $410.8K | 0.00% | −1,019−9.7% | Reduced |
| LPL Financial LLC | 9,580 | $413.8K | 0.00% | −1,310−12.0% | Reduced |
| Nebula Research & Development LLC | 9,791 | $422.9K | 0.22% | +4,711+92.7% | Added |
| Centiva Capital, LP | 9,877 | $426.6K | 0.02% | +9,877 | New |
| Algert Global LLC | 10,670 | $460.8K | 0.02% | +10,670 | New |
| Campbell & CO Investment Adviser LLC | 11,409 | $492.8K | 0.06% | +5,567+95.3% | Added |
| SG Americas Securities, LLC | 11,430 | $494.0K | 0.01% | +11,430 | New |
| Nisa Investment Advisors, LLC | 11,866 | $512.5K | 0.00% | −300−2.5% | Reduced |
| Shell Asset Management Co | 12,095 | $522.0K | 0.02% | −207−1.7% | Reduced |
| US Bancorp | 12,117 | $523.3K | 0.00% | −1,415−10.5% | Reduced |
| SEI Investments Co | 12,347 | $533.3K | 0.00% | −12,519−50.3% | Reduced |
| Voya Investment Management LLC | 12,902 | $557.2K | 0.00% | +170+1.3% | Added |
| HSBC Holdings PLC | 13,258 | $583.4K | 0.00% | +7,951+149.8% | Added |
| Chartwell Investment Partners, LLC | 15,143 | $654.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,256 | $658.9K | 0.00% | +1,808+13.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $691.0K | 0.00% | −41,906−72.4% | Reduced |
| American International Group, Inc. | 16,057 | $693.5K | 0.00% | +570+3.7% | Added |
| Horizon Investment Services, LLC | 16,383 | $707.6K | 0.43% | −4,657−22.1% | Reduced |
| MetLife Investment Management | 16,626 | $718.1K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,939 | $731.6K | 0.00% | +3,749+28.4% | Added |
| HRT Financial LP | 17,256 | $745.0K | 0.01% | −13,021−43.0% | Reduced |
| Janney Montgomery Scott LLC | 17,700 | $764.0K | 0.00% | +17,700 | New |
| Summit Global Investments | 18,309 | $791.0K | 0.05% | +4,268+30.4% | Added |
| Price T Rowe Associates Inc | 18,453 | $797.0K | 0.00% | +731+4.1% | Added |
| Jackson Creek Investment Advisors LLC | 19,256 | $832.0K | 0.35% | −15−0.1% | Reduced |
| RBF Capital, LLC | 20,000 | $863.8K | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 20,612 | $890.2K | 0.01% | −57,391−73.6% | Reduced |
| Lazard Asset Management LLC | 20,850 | $900.0K | 0.00% | +19,577+1,537.9% | Added |
| NorthCrest Asset Manangement, LLC | 22,700 | $980.4K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 23,044 | $995.3K | 0.00% | −1,598−6.5% | Reduced |
| SG Capital Management LLC | 23,450 | $1.01M | 0.43% | −63,815−73.1% | Reduced |
| Marshall Wace, LLP | 24,318 | $1.05M | 0.00% | +24,318 | New |
| Jump Financial, LLC | 26,070 | $1.13M | 0.04% | −5,430−17.2% | Reduced |
| LSV Asset Management | 26,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 27,303 | $1.18M | 0.10% | +19,084+232.2% | Added |
| Barclays PLC | 28,312 | $1.22M | 0.00% | −6,154−17.9% | Reduced |
| Gabelli Funds LLC | 28,500 | $1.23M | 0.01% | −1,200−4.0% | Reduced |
| Occudo Quantitative Strategies LP | 29,626 | $1.28M | 0.17% | −2,511−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 30,501 | $1.32M | 0.00% | +30,501 | New |
| Qube Research & Technologies Ltd | 30,534 | $1.32M | 0.00% | −946−3.0% | Reduced |