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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.

Institutional holdersQ4 2023: 201 institutions
Q1 2021: 148 institutionsQ2 2021: 151 institutionsQ3 2021: 151 institutionsQ4 2021: 157 institutionsQ1 2022: 164 institutionsQ2 2022: 162 institutionsQ3 2022: 161 institutionsQ4 2022: 177 institutionsQ1 2023: 189 institutionsQ2 2023: 195 institutionsQ3 2023: 187 institutionsQ4 2023: 201 institutionsQ1 2024: 215 institutionsQ2 2024: 215 institutionsQ3 2024: 225 institutionsQ4 2024: 198 institutionsQ1 2025: 249 institutionsQ2 2025: 3 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2023: $1.47B
Q1 2021: $976.3MQ2 2021: $851.4MQ3 2021: $912.0MQ4 2021: $1.23BQ1 2022: $1.19BQ2 2022: $806.9MQ3 2022: $781.5MQ4 2022: $1.27BQ1 2023: $1.25BQ2 2023: $1.28BQ3 2023: $1.19BQ4 2023: $1.47BQ1 2024: $1.80BQ2 2024: $1.24BQ3 2024: $1.41BQ4 2024: $1.50BQ1 2025: $2.97BQ2 2025: $296.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HEES and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20253$296.2K
Q1 2025249$2.97B
Q4 2024198$1.50B
Q3 2024225$1.41B
Q2 2024215$1.24B
Q1 2024215$1.80B
Q4 2023201$1.47B
Q3 2023187$1.19B
Q2 2023195$1.28B
Q1 2023189$1.25B
Q4 2022177$1.27B
Q3 2022161$781.5M
Q2 2022162$806.9M
Q1 2022164$1.19B
Q4 2021157$1.23B
Q3 2021151$912.0M
Q2 2021151$851.4M
Q1 2021148$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.

Institutions holding HEES in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,804,017$199.0M0.00%+51,626+1.4%Added
Moody Aldrich Partners LLC0$00.00%−86,750−100.0%Sold out
CI Private Wealth, LLC0$00.00%−48,031−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−30,530−100.0%Sold out
Marshall Wace, LLP0$00.00%−24,318−100.0%Sold out
SG Capital Management LLC0$00.00%−23,450−100.0%Sold out
Alberta Investment Management Corp0$00.00%−20,612−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−16,383−100.0%Sold out
SEI Investments Co0$00.00%−12,347−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,430−100.0%Sold out
Centiva Capital, LP0$00.00%−9,877−100.0%Sold out
Nebula Research & Development LLC0$00.00%−9,791−100.0%Sold out
Glenmede Trust Co NA0$00.00%−9,512−100.0%Sold out
STRS Ohio0$00.00%−7,800−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−5,052−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,738−100.0%Sold out
Whittier Trust Co0$00.00%−1,000−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−300−100.0%Sold out
ORG Partners LLC0$00.00%−254−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−120−100.0%Sold out
Byrne Asset Management LLC0$00.00%−55−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−19−100.0%Sold out
BTC Capital Management, Inc.––––Not filed