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