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, Q4 2023
Institutional positions in H&E Equipment Services, Inc. as of Dec 31, 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
- 201
- +15 vs. Q3 2023
- Shares held
- 28.2M
- +758.8K (+2.8%) vs. Q3 2023
- Total value
- $1.47B
- +$289.9M (+24.5%) vs. Q3 2023
- New holders
- 36
- 61 more added
- Sold out
- 21
- 83 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,804,017 | $199.0M | 0.00% | +51,626+1.4% | Added |
| BlackRock Inc. | 3,029,562 | $158.5M | 0.00% | +135,765+4.7% | Added |
| Clearbridge Investments, LLC | 2,522,898 | $132.0M | 0.11% | −35,186−1.4% | Reduced |
| Macquarie Group Ltd | 2,315,571 | $121.2M | 0.14% | +858,516+58.9% | Added |
| Invesco Ltd. | 1,255,654 | $65.7M | 0.02% | −100,226−7.4% | Reduced |
| Dimensional Fund Advisors LP | 1,180,307 | $61.8M | 0.02% | −14,286−1.2% | Reduced |
| Bank of America Corp | 885,889 | $46.3M | 0.01% | +66,004+8.1% | Added |
| State Street Corp | 740,752 | $38.8M | 0.00% | +29,241+4.1% | Added |
| Geode Capital Management, LLC | 712,912 | $37.3M | 0.00% | +28,232+4.1% | Added |
| Janus Henderson Group PLC | 577,876 | $30.2M | 0.02% | −99,102−14.6% | Reduced |
| American Century Companies Inc | 577,329 | $30.2M | 0.02% | −61,528−9.6% | Reduced |
| Morgan Stanley | 447,552 | $23.4M | 0.00% | −21,346−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 445,582 | $23.3M | 0.01% | +4,978+1.1% | Added |
| Goldman Sachs Group Inc | 354,070 | $18.5M | 0.00% | −31,220−8.1% | Reduced |
| Assenagon Asset Management S.A. | 353,611 | $18.5M | 0.06% | +136,504+62.9% | Added |
| Penn Capital Management Co Inc | 338,078 | $17.8M | 1.63% | −55,151−14.0% | Reduced |
| Northern Trust Corp | 324,594 | $17.0M | 0.00% | −3,362−1.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 309,073 | $16.2M | 1.73% | −25,529−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 307,233 | $16.1M | 0.03% | −2,666−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 289,727 | $15.2M | 0.02% | +13,597+4.9% | Added |
| Bank of New York Mellon Corp | 277,970 | $14.5M | 0.00% | −29,921−9.7% | Reduced |
| Driehaus Capital Management LLC | 262,568 | $13.7M | 0.17% | +262,568 | New |
| Deutsche Bank AG | 240,726 | $12.6M | 0.01% | −334−0.1% | Reduced |
| Nuveen Asset Management, LLC | 239,780 | $12.5M | 0.00% | +1,794+0.8% | Added |
| Norges Bank | 226,055 | $11.8M | 0.00% | −24,534−9.8% | Reduced |
| First Eagle Investment Management, LLC | 225,732 | $11.8M | 0.03% | +17,528+8.4% | Added |
| New York State Common Retirement Fund | 211,302 | $11.1M | 0.02% | −29,690−12.3% | Reduced |
| Two Sigma Advisers, LP | 201,985 | $10.6M | 0.02% | +6,500+3.3% | Added |
| Ameriprise Financial Inc | 198,901 | $10.4M | 0.00% | −946−0.5% | Reduced |
| UBS Group AG | 183,178 | $9.58M | 0.00% | +14,319+8.5% | Added |
| Guggenheim Capital LLC | 178,898 | $9.36M | 0.07% | −112−0.1% | Reduced |
| Victory Capital Management Inc | 169,914 | $8.89M | 0.01% | −3,354−1.9% | Reduced |
| Fisher Asset Management, LLC | 162,448 | $8.50M | 0.00% | −677−0.4% | Reduced |
| Stifel Financial Corp | 155,253 | $8.12M | 0.01% | −473−0.3% | Reduced |
| Wells Fargo & Company | 151,955 | $7.95M | 0.00% | +59,732+64.8% | Added |
| Gilder Gagnon Howe & Co LLC | 140,723 | $7.36M | 0.10% | −250−0.2% | Reduced |
| Panagora Asset Management Inc | 135,541 | $7.09M | 0.04% | +32,788+31.9% | Added |
| Susquehanna International Group, LLP | 134,803 | $7.05M | 0.01% | +42,810+46.5% | Added |
| Uniplan Investment Counsel, Inc. | 118,920 | $6.30M | 0.47% | −3,352−2.7% | Reduced |
| Shelton Capital Management | 120,431 | $6.30M | 0.20% | −29,737−19.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 113,603 | $5.94M | 0.38% | +55,214+94.6% | Added |
| Two Sigma Investments, LP | 112,529 | $5.89M | 0.01% | −60,039−34.8% | Reduced |
| Neuberger Berman Group LLC | 105,394 | $5.51M | 0.00% | +42,690+68.1% | Added |
| Oberweis Asset Management Inc | 98,900 | $5.17M | 0.48% | +6,700+7.3% | Added |
| Bokf, NA | 93,630 | $4.90M | 0.10% | −885−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 88,848 | $4.65M | 0.10% | −750−0.8% | Reduced |
| Russell Investments Group, Ltd. | 86,536 | $4.53M | 0.01% | −23,286−21.2% | Reduced |
| First Trust Advisors LP | 77,526 | $4.06M | 0.00% | +10,159+15.1% | Added |
| Foundry Partners, LLC | 76,451 | $4.00M | 0.24% | +76,451 | New |
| Formula Growth Ltd | 74,822 | $3.91M | 1.25% | −700−0.9% | Reduced |
| State of Wisconsin Investment Board | 71,559 | $3.74M | 0.01% | +18,421+34.7% | Added |
| Algert Global LLC | 68,345 | $3.58M | 0.14% | +57,675+540.5% | Added |
| Citadel Advisors LLC | 66,329 | $3.47M | 0.00% | −44,429−40.1% | Reduced |
| Swiss National Bank | 64,600 | $3.38M | 0.00% | −3,400−5.0% | Reduced |
| FMR LLC | 63,833 | $3.34M | 0.00% | +17,468+37.7% | Added |
| HighTower Advisors, LLC | 63,499 | $3.33M | 0.01% | +3,882+6.5% | Added |
| Federated Hermes, Inc. | 61,917 | $3.24M | 0.01% | −4,487−6.8% | Reduced |
| Barclays PLC | 61,434 | $3.21M | 0.00% | +33,122+117.0% | Added |
| Millennium Management LLC | 57,280 | $3.00M | 0.00% | −43,496−43.2% | Reduced |
| Voloridge Investment Management, LLC | 56,629 | $2.96M | 0.01% | −37,158−39.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,762 | $2.92M | 0.01% | +8,319+17.5% | Added |
| JPMorgan Chase & Co | 55,460 | $2.90M | 0.00% | +8,791+18.8% | Added |
| Allianz Asset Management GmbH | 55,064 | $2.88M | 0.01% | +2,474+4.7% | Added |
| Sit Investment Associates Inc | 54,965 | $2.88M | 0.07% | −4,650−7.8% | Reduced |
| AXA S.A. | 54,900 | $2.87M | 0.01% | +1,600+3.0% | Added |
| BNP Paribas Arbitrage, SA | 54,515 | $2.85M | 0.01% | −39,777−42.2% | Reduced |
| Engineers Gate Manager LP | 48,566 | $2.54M | 0.07% | −5,307−9.9% | Reduced |
| ClariVest Asset Management LLC | 48,437 | $2.53M | 0.14% | −4,321−8.2% | Reduced |
| Advisors Asset Management, Inc. | 47,608 | $2.49M | 0.05% | +4,263+9.8% | Added |
| Icon Advisers Inc | 46,000 | $2.41M | 0.55% | +6,000+15.0% | Added |
| Royal Bank of Canada | 44,997 | $2.35M | 0.00% | −3,206−6.7% | Reduced |
| Qube Research & Technologies Ltd | 44,762 | $2.34M | 0.01% | +14,228+46.6% | Added |
| Rhumbline Advisers | 44,210 | $2.31M | 0.00% | −3,437−7.2% | Reduced |
| Redwood Investments, LLC | 44,106 | $2.31M | 0.60% | −236,785−84.3% | Reduced |
| Cozad Asset Management Inc | 39,819 | $2.08M | 0.24% | −765−1.9% | Reduced |
| Millrace Asset Group, Inc. | 39,457 | $2.06M | 2.04% | +7,316+22.8% | Added |
| Credit Suisse AG | 39,193 | $2.05M | 0.00% | +375+1.0% | Added |
| UBS Asset Management Americas Inc | 38,978 | $2.04M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 38,763 | $2.03M | 0.03% | −31,266−44.6% | Reduced |
| Alliancebernstein L.P. | 38,609 | $2.02M | 0.00% | +60+0.2% | Added |
| Raymond James & Associates | 37,191 | $1.95M | 0.00% | −9,276−20.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 36,549 | $1.91M | 0.01% | +20,549+128.4% | Added |
| Gamco Investors, Inc. Et Al | 35,500 | $1.86M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 34,470 | $1.80M | 0.00% | +26+0.1% | Added |
| Clark Capital Management Group, Inc. | 34,428 | $1.80M | 0.01% | +34,428 | New |
| Wealthspire Advisors, LLC | 34,195 | $1.79M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 32,435 | $1.70M | 0.02% | −17,470−35.0% | Reduced |
| Legal & General Group Plc | 31,108 | $1.63M | 0.00% | +330+1.1% | Added |
| Trexquant Investment LP | 30,271 | $1.58M | 0.04% | +30,271 | New |
| Renaissance Technologies LLC | 26,900 | $1.41M | 0.00% | −45,632−62.9% | Reduced |
| D. E. Shaw & Co., Inc. | 26,250 | $1.37M | 0.00% | −4,251−13.9% | Reduced |
| LSV Asset Management | 26,100 | $1.37M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $1.31M | 0.01% | −3,500−12.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,558 | $1.28M | 0.12% | +13,149+115.3% | Added |
| Teacher Retirement System of Texas | 23,265 | $1.22M | 0.01% | −67,533−74.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.19M | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 20,792 | $1.09M | 0.07% | +2,483+13.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,676 | $1.08M | 0.00% | −2,368−10.3% | Reduced |
| RBF Capital, LLC | 20,000 | $1.05M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,275 | $1.01M | 0.00% | +822+4.5% | Added |