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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 30,530 | $1.32M | 0.02% | +11,825+63.2% | Added |
| National Bank of Canada | 31,264 | $1.32M | 0.00% | +23,704+313.5% | Added |
| Legal & General Group Plc | 30,778 | $1.33M | 0.00% | −102−0.3% | Reduced |
| Millrace Asset Group, Inc. | 32,141 | $1.39M | 1.71% | +32,141 | New |
| Wealthspire Advisors, LLC | 34,195 | $1.48M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 34,444 | $1.49M | 0.00% | −5,073−12.8% | Reduced |
| Gamco Investors, Inc. Et Al | 35,500 | $1.53M | 0.02% | −1,700−4.6% | Reduced |
| Alliancebernstein L.P. | 38,549 | $1.66M | 0.00% | −125,502−76.5% | Reduced |
| Credit Suisse AG | 38,818 | $1.68M | 0.00% | −196−0.5% | Reduced |
| UBS Asset Management Americas Inc | 38,978 | $1.68M | 0.00% | +4,971+14.6% | Added |
| Icon Advisers Inc | 40,000 | $1.73M | 0.43% | +40,000 | New |
| Cozad Asset Management Inc | 40,584 | $1.75M | 0.23% | +1,617+4.1% | Added |
| Advisors Asset Management, Inc. | 43,345 | $1.87M | 0.04% | −9,068−17.3% | Reduced |
| FMR LLC | 46,365 | $2.00M | 0.00% | +45,492+5,211.0% | Added |
| Raymond James & Associates | 46,467 | $2.01M | 0.00% | +249+0.5% | Added |
| JPMorgan Chase & Co | 46,669 | $2.02M | 0.00% | −11,209−19.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 47,443 | $2.05M | 0.01% | +27,550+138.5% | Added |
| Rhumbline Advisers | 47,647 | $2.06M | 0.00% | +1,517+3.3% | Added |
| CI Private Wealth, LLC | 48,031 | $2.07M | 0.00% | +48,031 | New |
| Royal Bank of Canada | 48,203 | $2.08M | 0.00% | +3,004+6.6% | Added |
| Tudor Investment Corp Et Al | 49,905 | $2.16M | 0.03% | −2,695−5.1% | Reduced |
| Allianz Asset Management GmbH | 52,590 | $2.27M | 0.00% | +1,705+3.4% | Added |
| ClariVest Asset Management LLC | 52,758 | $2.28M | 0.12% | +43+0.1% | Added |
| State of Wisconsin Investment Board | 53,138 | $2.30M | 0.01% | −3,566−6.3% | Reduced |
| AXA S.A. | 53,300 | $2.30M | 0.01% | +53,300 | New |
| Engineers Gate Manager LP | 53,873 | $2.33M | 0.09% | +13,591+33.7% | Added |
| Knights of Columbus Asset Advisors LLC | 58,389 | $2.52M | 0.23% | −818−1.4% | Reduced |
| Sit Investment Associates Inc | 59,615 | $2.58M | 0.07% | +2,940+5.2% | Added |
| HighTower Advisors, LLC | 59,617 | $2.59M | 0.00% | +59,617 | New |
| Neuberger Berman Group LLC | 62,704 | $2.71M | 0.00% | −57,236−47.7% | Reduced |
| Federated Hermes, Inc. | 66,404 | $2.87M | 0.01% | +1,085+1.7% | Added |
| First Trust Advisors LP | 67,367 | $2.91M | 0.00% | +12,122+21.9% | Added |
| Swiss National Bank | 68,000 | $2.94M | 0.00% | −3,300−4.6% | Reduced |
| Cubist Systematic Strategies, LLC | 70,029 | $3.02M | 0.04% | +17,656+33.7% | Added |
| Renaissance Technologies LLC | 72,532 | $3.13M | 0.01% | +20,332+39.0% | Added |
| Formula Growth Ltd | 75,522 | $3.26M | 1.11% | −5,546−6.8% | Reduced |
| Moody Aldrich Partners LLC | 86,750 | $3.75M | 0.71% | +3,142+3.8% | Added |
| Bokf, NA | 94,515 | $3.85M | 0.08% | −4,292−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 89,598 | $3.87M | 0.09% | +462+0.5% | Added |
| Teacher Retirement System of Texas | 90,798 | $3.92M | 0.03% | +51,427+130.6% | Added |
| Susquehanna International Group, LLP | 91,993 | $3.97M | 0.01% | +59,699+184.9% | Added |
| Oberweis Asset Management Inc | 92,200 | $3.98M | 0.42% | +10,100+12.3% | Added |
| Wells Fargo & Company | 92,223 | $3.98M | 0.00% | +6,546+7.6% | Added |
| Voloridge Investment Management, LLC | 93,787 | $4.05M | 0.02% | −497−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 94,292 | $4.07M | 0.01% | +41,881+79.9% | Added |
| Millennium Management LLC | 100,776 | $4.35M | 0.00% | +15,695+18.4% | Added |
| Panagora Asset Management Inc | 102,753 | $4.44M | 0.03% | +47,749+86.8% | Added |
| Russell Investments Group, Ltd. | 109,822 | $4.74M | 0.01% | +67,897+161.9% | Added |
| Citadel Advisors LLC | 110,758 | $4.78M | 0.01% | −299,876−73.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 122,272 | $5.43M | 0.42% | −1,033−0.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 140,973 | $6.09M | 0.09% | +879+0.6% | Added |
| Shelton Capital Management | 150,168 | $6.49M | 0.24% | +100,008+199.4% | Added |
| Stifel Financial Corp | 155,726 | $6.73M | 0.01% | +3,554+2.3% | Added |
| Fisher Asset Management, LLC | 163,125 | $7.05M | 0.00% | +11,746+7.8% | Added |
| UBS Group AG | 168,859 | $7.29M | 0.00% | +28,484+20.3% | Added |
| Two Sigma Investments, LP | 172,568 | $7.45M | 0.02% | +28,965+20.2% | Added |
| Victory Capital Management Inc | 173,268 | $7.48M | 0.01% | +4,290+2.5% | Added |
| Guggenheim Capital LLC | 179,010 | $7.73M | 0.07% | −65,649−26.8% | Reduced |
| Two Sigma Advisers, LP | 195,485 | $8.44M | 0.02% | −3,500−1.8% | Reduced |
| Ameriprise Financial Inc | 199,847 | $8.63M | 0.00% | −48,037−19.4% | Reduced |
| First Eagle Investment Management, LLC | 208,204 | $8.99M | 0.02% | +62,291+42.7% | Added |
| Assenagon Asset Management S.A. | 217,107 | $9.38M | 0.03% | −129,936−37.4% | Reduced |
| Nuveen Asset Management, LLC | 237,986 | $10.3M | 0.00% | −57,804−19.5% | Reduced |
| New York State Common Retirement Fund | 240,992 | $10.4M | 0.01% | −12,810−5.0% | Reduced |
| Deutsche Bank AG | 241,060 | $10.4M | 0.01% | +14,921+6.6% | Added |
| Norges Bank | 250,589 | $10.8M | 0.00% | −72,971−22.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 276,130 | $11.9M | 0.01% | +128,450+87.0% | Added |
| Redwood Investments, LLC | 280,891 | $12.1M | 1.64% | +50,410+21.9% | Added |
| Bank of New York Mellon Corp | 307,891 | $13.3M | 0.00% | +5,840+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 309,899 | $13.4M | 0.03% | +25,599+9.0% | Added |
| Northern Trust Corp | 327,956 | $14.2M | 0.00% | −757−0.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 334,602 | $14.5M | 1.78% | +103,666+44.9% | Added |
| Goldman Sachs Group Inc | 385,290 | $16.6M | 0.00% | −9,687−2.5% | Reduced |
| Penn Capital Management Co Inc | 393,229 | $17.0M | 1.75% | −13,074−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 440,604 | $19.0M | 0.01% | −18,000−3.9% | Reduced |
| Morgan Stanley | 468,898 | $20.3M | 0.00% | +76,886+19.6% | Added |
| American Century Companies Inc | 638,857 | $27.6M | 0.02% | −836,550−56.7% | Reduced |
| Janus Henderson Group PLC | 676,978 | $29.2M | 0.02% | −121,434−15.2% | Reduced |
| Geode Capital Management, LLC | 684,680 | $29.6M | 0.00% | +14,014+2.1% | Added |
| State Street Corp | 711,511 | $30.7M | 0.00% | −6,514−0.9% | Reduced |
| Bank of America Corp | 819,885 | $35.4M | 0.00% | +88,511+12.1% | Added |
| Dimensional Fund Advisors LP | 1,194,593 | $51.6M | 0.02% | −33,285−2.7% | Reduced |
| Invesco Ltd. | 1,355,880 | $58.6M | 0.02% | +74,699+5.8% | Added |
| Macquarie Group Ltd | 1,457,055 | $62.9M | 0.08% | −43,070−2.9% | Reduced |
| Clearbridge Investments, LLC | 2,558,084 | $110.5M | 0.11% | +5,156+0.2% | Added |
| BlackRock Inc. | 2,893,797 | $125.0M | 0.00% | +83,100+3.0% | Added |
| Vanguard Group Inc | 3,752,391 | $162.1M | 0.00% | −14,629−0.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −34,201−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,030−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,814−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,650−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,334−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,747−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,189−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |