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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 19,267 | $1.01M | 0.00% | +13,047+209.8% | Added |
| Price T Rowe Associates Inc | 19,275 | $1.01M | 0.00% | +822+4.5% | Added |
| RBF Capital, LLC | 20,000 | $1.05M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,676 | $1.08M | 0.00% | −2,368−10.3% | Reduced |
| Summit Global Investments | 20,792 | $1.09M | 0.07% | +2,483+13.6% | Added |
| NorthCrest Asset Manangement, LLC | 22,700 | $1.19M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,265 | $1.22M | 0.01% | −67,533−74.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,558 | $1.28M | 0.12% | +13,149+115.3% | Added |
| Gabelli Funds LLC | 25,000 | $1.31M | 0.01% | −3,500−12.3% | Reduced |
| LSV Asset Management | 26,100 | $1.37M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 26,250 | $1.37M | 0.00% | −4,251−13.9% | Reduced |
| Renaissance Technologies LLC | 26,900 | $1.41M | 0.00% | −45,632−62.9% | Reduced |
| Trexquant Investment LP | 30,271 | $1.58M | 0.04% | +30,271 | New |
| Legal & General Group Plc | 31,108 | $1.63M | 0.00% | +330+1.1% | Added |
| Tudor Investment Corp Et Al | 32,435 | $1.70M | 0.02% | −17,470−35.0% | Reduced |
| Wealthspire Advisors, LLC | 34,195 | $1.79M | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 34,428 | $1.80M | 0.01% | +34,428 | New |
| California State Teachers Retirement System | 34,470 | $1.80M | 0.00% | +26+0.1% | Added |
| Gamco Investors, Inc. Et Al | 35,500 | $1.86M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 36,549 | $1.91M | 0.01% | +20,549+128.4% | Added |
| Raymond James & Associates | 37,191 | $1.95M | 0.00% | −9,276−20.0% | Reduced |
| Alliancebernstein L.P. | 38,609 | $2.02M | 0.00% | +60+0.2% | Added |
| Cubist Systematic Strategies, LLC | 38,763 | $2.03M | 0.03% | −31,266−44.6% | Reduced |
| UBS Asset Management Americas Inc | 38,978 | $2.04M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 39,193 | $2.05M | 0.00% | +375+1.0% | Added |
| Millrace Asset Group, Inc. | 39,457 | $2.06M | 2.04% | +7,316+22.8% | Added |
| Cozad Asset Management Inc | 39,819 | $2.08M | 0.24% | −765−1.9% | Reduced |
| Redwood Investments, LLC | 44,106 | $2.31M | 0.60% | −236,785−84.3% | Reduced |
| Rhumbline Advisers | 44,210 | $2.31M | 0.00% | −3,437−7.2% | Reduced |
| Qube Research & Technologies Ltd | 44,762 | $2.34M | 0.01% | +14,228+46.6% | Added |
| Royal Bank of Canada | 44,997 | $2.35M | 0.00% | −3,206−6.7% | Reduced |
| Icon Advisers Inc | 46,000 | $2.41M | 0.55% | +6,000+15.0% | Added |
| Advisors Asset Management, Inc. | 47,608 | $2.49M | 0.05% | +4,263+9.8% | Added |
| ClariVest Asset Management LLC | 48,437 | $2.53M | 0.14% | −4,321−8.2% | Reduced |
| Engineers Gate Manager LP | 48,566 | $2.54M | 0.07% | −5,307−9.9% | Reduced |
| BNP Paribas Arbitrage, SA | 54,515 | $2.85M | 0.01% | −39,777−42.2% | Reduced |
| AXA S.A. | 54,900 | $2.87M | 0.01% | +1,600+3.0% | Added |
| Sit Investment Associates Inc | 54,965 | $2.88M | 0.07% | −4,650−7.8% | Reduced |
| Allianz Asset Management GmbH | 55,064 | $2.88M | 0.01% | +2,474+4.7% | Added |
| JPMorgan Chase & Co | 55,460 | $2.90M | 0.00% | +8,791+18.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,762 | $2.92M | 0.01% | +8,319+17.5% | Added |
| Voloridge Investment Management, LLC | 56,629 | $2.96M | 0.01% | −37,158−39.6% | Reduced |
| Millennium Management LLC | 57,280 | $3.00M | 0.00% | −43,496−43.2% | Reduced |
| Barclays PLC | 61,434 | $3.21M | 0.00% | +33,122+117.0% | Added |
| Federated Hermes, Inc. | 61,917 | $3.24M | 0.01% | −4,487−6.8% | Reduced |
| HighTower Advisors, LLC | 63,499 | $3.33M | 0.01% | +3,882+6.5% | Added |
| FMR LLC | 63,833 | $3.34M | 0.00% | +17,468+37.7% | Added |
| Swiss National Bank | 64,600 | $3.38M | 0.00% | −3,400−5.0% | Reduced |
| Citadel Advisors LLC | 66,329 | $3.47M | 0.00% | −44,429−40.1% | Reduced |
| Algert Global LLC | 68,345 | $3.58M | 0.14% | +57,675+540.5% | Added |
| State of Wisconsin Investment Board | 71,559 | $3.74M | 0.01% | +18,421+34.7% | Added |
| Formula Growth Ltd | 74,822 | $3.91M | 1.25% | −700−0.9% | Reduced |
| Foundry Partners, LLC | 76,451 | $4.00M | 0.24% | +76,451 | New |
| First Trust Advisors LP | 77,526 | $4.06M | 0.00% | +10,159+15.1% | Added |
| Russell Investments Group, Ltd. | 86,536 | $4.53M | 0.01% | −23,286−21.2% | Reduced |
| Kennedy Capital Management, Inc. | 88,848 | $4.65M | 0.10% | −750−0.8% | Reduced |
| Bokf, NA | 93,630 | $4.90M | 0.10% | −885−0.9% | Reduced |
| Oberweis Asset Management Inc | 98,900 | $5.17M | 0.48% | +6,700+7.3% | Added |
| Neuberger Berman Group LLC | 105,394 | $5.51M | 0.00% | +42,690+68.1% | Added |
| Two Sigma Investments, LP | 112,529 | $5.89M | 0.01% | −60,039−34.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 113,603 | $5.94M | 0.38% | +55,214+94.6% | Added |
| Shelton Capital Management | 120,431 | $6.30M | 0.20% | −29,737−19.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 118,920 | $6.30M | 0.47% | −3,352−2.7% | Reduced |
| Susquehanna International Group, LLP | 134,803 | $7.05M | 0.01% | +42,810+46.5% | Added |
| Panagora Asset Management Inc | 135,541 | $7.09M | 0.04% | +32,788+31.9% | Added |
| Gilder Gagnon Howe & Co LLC | 140,723 | $7.36M | 0.10% | −250−0.2% | Reduced |
| Wells Fargo & Company | 151,955 | $7.95M | 0.00% | +59,732+64.8% | Added |
| Stifel Financial Corp | 155,253 | $8.12M | 0.01% | −473−0.3% | Reduced |
| Fisher Asset Management, LLC | 162,448 | $8.50M | 0.00% | −677−0.4% | Reduced |
| Victory Capital Management Inc | 169,914 | $8.89M | 0.01% | −3,354−1.9% | Reduced |
| Guggenheim Capital LLC | 178,898 | $9.36M | 0.07% | −112−0.1% | Reduced |
| UBS Group AG | 183,178 | $9.58M | 0.00% | +14,319+8.5% | Added |
| Ameriprise Financial Inc | 198,901 | $10.4M | 0.00% | −946−0.5% | Reduced |
| Two Sigma Advisers, LP | 201,985 | $10.6M | 0.02% | +6,500+3.3% | Added |
| New York State Common Retirement Fund | 211,302 | $11.1M | 0.02% | −29,690−12.3% | Reduced |
| First Eagle Investment Management, LLC | 225,732 | $11.8M | 0.03% | +17,528+8.4% | Added |
| Norges Bank | 226,055 | $11.8M | 0.00% | −24,534−9.8% | Reduced |
| Nuveen Asset Management, LLC | 239,780 | $12.5M | 0.00% | +1,794+0.8% | Added |
| Deutsche Bank AG | 240,726 | $12.6M | 0.01% | −334−0.1% | Reduced |
| Driehaus Capital Management LLC | 262,568 | $13.7M | 0.17% | +262,568 | New |
| Bank of New York Mellon Corp | 277,970 | $14.5M | 0.00% | −29,921−9.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 289,727 | $15.2M | 0.02% | +13,597+4.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 307,233 | $16.1M | 0.03% | −2,666−0.9% | Reduced |
| Intrinsic Edge Capital Management LLC | 309,073 | $16.2M | 1.73% | −25,529−7.6% | Reduced |
| Northern Trust Corp | 324,594 | $17.0M | 0.00% | −3,362−1.0% | Reduced |
| Penn Capital Management Co Inc | 338,078 | $17.8M | 1.63% | −55,151−14.0% | Reduced |
| Assenagon Asset Management S.A. | 353,611 | $18.5M | 0.06% | +136,504+62.9% | Added |
| Goldman Sachs Group Inc | 354,070 | $18.5M | 0.00% | −31,220−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 445,582 | $23.3M | 0.01% | +4,978+1.1% | Added |
| Morgan Stanley | 447,552 | $23.4M | 0.00% | −21,346−4.6% | Reduced |
| American Century Companies Inc | 577,329 | $30.2M | 0.02% | −61,528−9.6% | Reduced |
| Janus Henderson Group PLC | 577,876 | $30.2M | 0.02% | −99,102−14.6% | Reduced |
| Geode Capital Management, LLC | 712,912 | $37.3M | 0.00% | +28,232+4.1% | Added |
| State Street Corp | 740,752 | $38.8M | 0.00% | +29,241+4.1% | Added |
| Bank of America Corp | 885,889 | $46.3M | 0.01% | +66,004+8.1% | Added |
| Dimensional Fund Advisors LP | 1,180,307 | $61.8M | 0.02% | −14,286−1.2% | Reduced |
| Invesco Ltd. | 1,255,654 | $65.7M | 0.02% | −100,226−7.4% | Reduced |
| Macquarie Group Ltd | 2,315,571 | $121.2M | 0.14% | +858,516+58.9% | Added |
| Clearbridge Investments, LLC | 2,522,898 | $132.0M | 0.11% | −35,186−1.4% | Reduced |
| BlackRock Inc. | 3,029,562 | $158.5M | 0.00% | +135,765+4.7% | Added |