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