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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +3+75.0% | Added |
| Assetmark, Inc | 25 | $1.31K | 0.00% | +25 | New |
| GAMMA Investing LLC | 31 | $1.67K | 0.00% | +31 | New |
| Northwestern Mutual Wealth Management Co | 32 | $1.67K | 0.00% | +32 | New |
| Glassman Wealth Services | 43 | $2.25K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48 | $2.52K | 0.00% | −48−50.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 56 | $2.93K | 0.00% | +56 | New |
| Pin Oak Investment Advisors Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.10K | 0.00% | +14+27.5% | Added |
| Group One Trading, L.P. | 99 | $5.18K | 0.00% | −100−50.3% | Reduced |
| Tyler-Stone Wealth Management | 100 | $5.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 103 | $5.36K | 0.00% | +1+1.0% | Added |
| First Horizon Advisors, Inc. | 107 | $5.60K | 0.00% | −74−40.9% | Reduced |
| Hillsdale Investment Management Inc. | 110 | $5.75K | 0.00% | −20−15.4% | Reduced |
| Lindbrook Capital, LLC | 120 | $6.28K | 0.00% | +10+9.1% | Added |
| Farther Finance Advisors, LLC | 123 | $6.43K | 0.00% | +123 | New |
| Richardson Financial Services Inc. | 136 | $7.12K | 0.01% | +136 | New |
| McIlrath & Eck, LLC | 140 | $7.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $7.85K | 0.00% | +150 | New |
| Quadrant Capital Group LLC | 180 | $9.42K | 0.00% | −49−21.4% | Reduced |
| BFSG, LLC | 180 | $9.42K | 0.00% | +180 | New |
| Colonial Trust Co | 200 | $10.5K | 0.00% | +200 | New |
| Quarry LP | 247 | $12.9K | 0.01% | −331−57.3% | Reduced |
| Signaturefd, LLC | 281 | $14.7K | 0.00% | +4+1.4% | Added |
| US Bancorp | 314 | $16.4K | 0.00% | −11,803−97.4% | Reduced |
| Principal Securities, Inc. | 388 | $20.3K | 0.00% | +388 | New |
| CWM, LLC | 654 | $34.0K | 0.00% | −66−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 711 | $37.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 783 | $41.0K | 0.00% | −32−3.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 839 | $43.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,201 | $62.8K | 0.00% | −57−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,217 | $63.7K | 0.00% | −94−7.2% | Reduced |
| Point72 Middle East FZE | 1,274 | $66.7K | 0.00% | +1,274 | New |
| Comerica Bank | 1,360 | $71.2K | 0.00% | −917−40.3% | Reduced |
| Metropolitan Life Insurance Co | 1,812 | $94.8K | 0.00% | −133−6.8% | Reduced |
| Great West Life Assurance Co | 2,947 | $153.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,101 | $162.3K | 0.00% | −2,124−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,197 | $167.3K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,856 | $201.7K | 0.00% | −1,898−33.0% | Reduced |
| Cetera Advisor Networks LLC | 4,115 | $215.3K | 0.00% | +4,115 | New |
| Versor Investments LP | 4,265 | $223.1K | 0.05% | +4,265 | New |
| Avantax Planning Partners, Inc. | 4,274 | $223.6K | 0.01% | +4,274 | New |
| L.M. Kohn & Company | 4,450 | $232.8K | 0.07% | +4,450 | New |
| Amalgamated Bank | 4,563 | $239.0K | 0.00% | −325−6.6% | Reduced |
| Point72 Asset Management, L.P. | 4,600 | $240.7K | 0.00% | +1,567+51.7% | Added |
| Penn Mutual Asset Management, LLC | 4,650 | $243.3K | 0.19% | 00.0% | Unchanged |
| Quest Partners LLC | 4,940 | $258.5K | 0.05% | +4,940 | New |
| Americana Partners, LLC | 4,988 | $261.0K | 0.02% | +205+4.3% | Added |
| DekaBank Deutsche Girozentrale | 5,150 | $271.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,327 | $278.7K | 0.00% | +5,327 | New |
| Quantbot Technologies LP | 5,485 | $287.0K | 0.02% | −3,914−41.6% | Reduced |
| Investors Research Corp | 5,550 | $290.4K | 0.07% | −2,800−33.5% | Reduced |
| Aquatic Capital Management LLC | 5,600 | $293.0K | 0.01% | +5,600 | New |
| Advisor Group Holdings, Inc. | 5,635 | $294.8K | 0.00% | +1,882+50.1% | Added |
| Handelsbanken Fonder AB | 5,637 | $295.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 5,855 | $306.4K | 0.04% | +5,855 | New |
| Watershed Asset Management, L.L.C. | 5,872 | $307.2K | 0.36% | −158−2.6% | Reduced |
| National Bank of Canada | 5,970 | $308.6K | 0.00% | −25,294−80.9% | Reduced |
| Occudo Quantitative Strategies LP | 6,200 | $324.4K | 0.04% | −23,426−79.1% | Reduced |
| MML Investors Services, LLC | 6,347 | $332.0K | 0.00% | −1,122−15.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,543 | $342.0K | 0.00% | +752+13.0% | Added |
| Franklin Resources Inc | 6,703 | $350.7K | 0.00% | +120+1.8% | Added |
| Brevan Howard Capital Management LP | 6,814 | $356.5K | 0.04% | +6,814 | New |
| Crestwood Advisors Group LLC | 7,000 | $366.2K | 0.01% | +7,000 | New |
| Henshaw Capital LLC | 7,006 | $366.6K | 0.02% | +7,006 | New |
| Man Group plc | 7,029 | $367.8K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 7,201 | $376.8K | 0.00% | +6,612+1,122.6% | Added |
| Lazard Asset Management LLC | 7,233 | $377.0K | 0.00% | −13,617−65.3% | Reduced |
| Diversified Trust Co | 7,236 | $378.6K | 0.01% | +7,236 | New |
| Alps Advisors Inc | 7,356 | $384.9K | 0.00% | −419−5.4% | Reduced |
| Envestnet Asset Management Inc | 8,572 | $448.5K | 0.00% | −6,684−43.8% | Reduced |
| Chesapeake Capital Corp | 8,851 | $463.1K | 0.34% | +8,851 | New |
| Quadrature Capital Ltd | 8,937 | $468.0K | 0.01% | +8,937 | New |
| Arizona State Retirement System | 9,153 | $478.9K | 0.00% | +347+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,172 | $479.9K | 0.04% | +9,172 | New |
| State Board of Administration of Florida Retirement System | 9,186 | $480.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,218 | $482.0K | 0.05% | +9,218 | New |
| Shell Asset Management Co | 9,280 | $486.0K | 0.02% | −2,815−23.3% | Reduced |
| Nisa Investment Advisors, LLC | 9,466 | $495.3K | 0.00% | −2,400−20.2% | Reduced |
| LPL Financial LLC | 10,393 | $543.8K | 0.00% | +813+8.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,618 | $555.5K | 0.00% | +1,137+12.0% | Added |
| Verition Fund Management LLC | 10,635 | $556.4K | 0.01% | +4,839+83.5% | Added |
| Dark Forest Capital Management LP | 11,797 | $617.2K | 0.09% | +11,797 | New |
| Citigroup Inc | 12,163 | $636.4K | 0.00% | +6,034+98.4% | Added |
| HSBC Holdings PLC | 12,332 | $646.5K | 0.00% | −926−7.0% | Reduced |
| Voya Investment Management LLC | 13,050 | $682.8K | 0.00% | +148+1.1% | Added |
| Chartwell Investment Partners, LLC | 13,343 | $698.0K | 0.02% | −1,800−11.9% | Reduced |
| Jump Financial, LLC | 13,900 | $727.2K | 0.02% | −12,170−46.7% | Reduced |
| Walleye Capital LLC | 14,614 | $764.6K | 0.01% | +14,614 | New |
| American International Group, Inc. | 15,992 | $836.7K | 0.00% | −65−0.4% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $840.0K | 0.09% | +16,058 | New |
| HRT Financial LP | 16,077 | $841.0K | 0.01% | −1,179−6.8% | Reduced |
| Harbour Capital Advisors, LLC | 16,955 | $846.7K | 0.23% | +8,710+105.6% | Added |
| MetLife Investment Management | 16,626 | $869.9K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,640 | $870.6K | 0.00% | −299−1.8% | Reduced |
| Gsa Capital Partners LLP | 16,756 | $877.0K | 0.07% | −10,547−38.6% | Reduced |
| Semanteon Capital Management, LP | 16,793 | $878.6K | 0.59% | +16,793 | New |
| Janney Montgomery Scott LLC | 17,743 | $928.0K | 0.00% | +43+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 19,023 | $995.3K | 0.01% | +19,023 | New |
| Jackson Creek Investment Advisors LLC | 19,256 | $1.01M | 0.39% | 00.0% | Unchanged |