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, Q1 2024
Institutional positions in H&E Equipment Services, Inc. as of Mar 31, 2024. 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
- 215
- +15 vs. Q4 2023
- Shares held
- 28.1M
- −57.2K (−0.2%) vs. Q4 2023
- Total value
- $1.80B
- +$324.2M (+22.0%) vs. Q4 2023
- New holders
- 37
- 62 more added
- Sold out
- 22
- 83 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,786,400 | $243.0M | 0.00% | −17,617−0.5% | Reduced |
| BlackRock Inc. | 2,779,602 | $178.4M | 0.00% | −249,960−8.3% | Reduced |
| Clearbridge Investments, LLC | 2,443,002 | $156.8M | 0.12% | −79,896−3.2% | Reduced |
| Macquarie Group Ltd | 2,248,921 | $144.3M | 0.16% | −66,650−2.9% | Reduced |
| Invesco Ltd. | 1,319,841 | $84.7M | 0.02% | +64,187+5.1% | Added |
| Dimensional Fund Advisors LP | 1,180,897 | $75.8M | 0.02% | +5900.0% | Added |
| Bank of America Corp | 875,731 | $56.2M | 0.01% | −10,158−1.1% | Reduced |
| State Street Corp | 743,527 | $47.7M | 0.00% | +2,775+0.4% | Added |
| Geode Capital Management, LLC | 731,040 | $46.9M | 0.00% | +18,128+2.5% | Added |
| American Century Companies Inc | 689,284 | $44.2M | 0.03% | +111,955+19.4% | Added |
| Janus Henderson Group PLC | 549,525 | $35.3M | 0.02% | −28,351−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 465,787 | $29.9M | 0.01% | +20,205+4.5% | Added |
| Pertento Partners LLP | 364,530 | $23.4M | 4.71% | +364,530 | New |
| Goldman Sachs Group Inc | 345,405 | $22.2M | 0.00% | −8,665−2.4% | Reduced |
| Standard Life Aberdeen plc | 335,275 | $21.5M | 0.04% | +335,275 | New |
| Wells Fargo & Company | 324,674 | $20.8M | 0.01% | +172,719+113.7% | Added |
| Morgan Stanley | 322,512 | $20.7M | 0.00% | −125,040−27.9% | Reduced |
| Northern Trust Corp | 313,580 | $20.1M | 0.00% | −11,014−3.4% | Reduced |
| Deutsche Bank AG | 311,580 | $20.0M | 0.01% | +70,854+29.4% | Added |
| Penn Capital Management Co Inc | 305,763 | $19.7M | 1.75% | −32,315−9.6% | Reduced |
| Driehaus Capital Management LLC | 297,725 | $19.1M | 0.19% | +35,157+13.4% | Added |
| Arrowstreet Capital, Limited Partnership | 285,830 | $18.3M | 0.02% | −3,897−1.3% | Reduced |
| Bank of New York Mellon Corp | 274,593 | $17.6M | 0.00% | −3,377−1.2% | Reduced |
| Nuveen Asset Management, LLC | 242,748 | $15.6M | 0.00% | +2,968+1.2% | Added |
| First Eagle Investment Management, LLC | 214,532 | $13.8M | 0.03% | −11,200−5.0% | Reduced |
| Ameriprise Financial Inc | 213,279 | $13.7M | 0.00% | +14,378+7.2% | Added |
| UBS Group AG | 202,054 | $13.0M | 0.00% | +18,876+10.3% | Added |
| Guggenheim Capital LLC | 197,770 | $12.7M | 0.09% | +18,872+10.5% | Added |
| New York State Common Retirement Fund | 197,477 | $12.7M | 0.02% | −13,825−6.5% | Reduced |
| Norges Bank | 184,617 | $11.8M | 0.00% | −41,438−18.3% | Reduced |
| Panagora Asset Management Inc | 182,732 | $11.7M | 0.06% | +47,191+34.8% | Added |
| Two Sigma Advisers, LP | 180,085 | $11.6M | 0.03% | −21,900−10.8% | Reduced |
| Fisher Asset Management, LLC | 179,534 | $11.5M | 0.01% | +17,086+10.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 262,283 | $11.2M | 0.02% | −44,950−14.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 139,700 | $8.97M | 0.11% | −1,023−0.7% | Reduced |
| Stifel Financial Corp | 122,690 | $7.87M | 0.01% | −32,563−21.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 120,074 | $7.71M | 0.61% | +1,154+1.0% | Added |
| Intrinsic Edge Capital Management LLC | 118,678 | $7.62M | 0.65% | −190,395−61.6% | Reduced |
| Castleark Management LLC | 109,780 | $7.05M | 0.29% | +109,780 | New |
| Neuberger Berman Group LLC | 108,624 | $6.97M | 0.01% | +3,230+3.1% | Added |
| Two Sigma Investments, LP | 100,177 | $6.43M | 0.02% | −12,352−11.0% | Reduced |
| Bokf, NA | 100,811 | $6.35M | 0.12% | +7,181+7.7% | Added |
| Assenagon Asset Management S.A. | 97,506 | $6.26M | 0.02% | −256,105−72.4% | Reduced |
| JPMorgan Chase & Co | 95,017 | $6.10M | 0.00% | +39,557+71.3% | Added |
| Foundry Partners, LLC | 88,603 | $5.69M | 0.30% | +12,152+15.9% | Added |
| Russell Investments Group, Ltd. | 86,145 | $5.53M | 0.01% | −391−0.5% | Reduced |
| Shelton Capital Management | 85,478 | $5.49M | 0.16% | −34,953−29.0% | Reduced |
| First Trust Advisors LP | 80,744 | $5.18M | 0.01% | +3,218+4.2% | Added |
| EAM Global Investors LLC | 79,577 | $5.11M | 1.18% | +79,577 | New |
| Victory Capital Management Inc | 76,802 | $4.93M | 0.00% | −93,112−54.8% | Reduced |
| Wedge Capital Management L L P | 76,591 | $4.92M | 0.08% | +76,591 | New |
| Algert Global LLC | 69,649 | $4.47M | 0.17% | +1,304+1.9% | Added |
| Oberweis Asset Management Inc | 69,500 | $4.46M | 0.32% | −29,400−29.7% | Reduced |
| EAM Investors, LLC | 69,332 | $4.45M | 0.70% | +69,332 | New |
| State of Wisconsin Investment Board | 65,832 | $4.23M | 0.01% | −5,727−8.0% | Reduced |
| Swiss National Bank | 64,600 | $4.15M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 62,416 | $4.01M | 0.08% | −26,432−29.7% | Reduced |
| Formula Growth Ltd | 61,662 | $3.96M | 1.26% | −13,160−17.6% | Reduced |
| Raymond James & Associates | 60,308 | $3.87M | 0.00% | +23,117+62.2% | Added |
| Susquehanna International Group, LLP | 60,296 | $3.87M | 0.01% | −74,507−55.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,160 | $3.73M | 0.27% | −55,443−48.8% | Reduced |
| FMR LLC | 57,850 | $3.71M | 0.00% | −5,983−9.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,946 | $3.53M | 0.02% | −816−1.5% | Reduced |
| AXA S.A. | 54,900 | $3.52M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 52,045 | $3.34M | 0.06% | +4,437+9.3% | Added |
| Sit Investment Associates Inc | 49,015 | $3.15M | 0.07% | −5,950−10.8% | Reduced |
| Clark Capital Management Group, Inc. | 48,572 | $3.12M | 0.02% | +14,144+41.1% | Added |
| ClariVest Asset Management LLC | 48,261 | $3.10M | 0.32% | −176−0.4% | Reduced |
| Federated Hermes, Inc. | 46,024 | $2.95M | 0.01% | −15,893−25.7% | Reduced |
| Rhumbline Advisers | 45,166 | $2.90M | 0.00% | +956+2.2% | Added |
| Icon Advisers Inc | 46,000 | $2.90M | 0.63% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 44,876 | $2.88M | 0.00% | −10,188−18.5% | Reduced |
| Millennium Management LLC | 44,426 | $2.85M | 0.00% | −12,854−22.4% | Reduced |
| Engineers Gate Manager LP | 44,317 | $2.84M | 0.07% | −4,249−8.7% | Reduced |
| HighTower Advisors, LLC | 43,307 | $2.77M | 0.00% | −20,192−31.8% | Reduced |
| Millrace Asset Group, Inc. | 41,335 | $2.65M | 2.67% | +1,878+4.8% | Added |
| Cozad Asset Management Inc | 40,855 | $2.62M | 0.27% | +1,036+2.6% | Added |
| CI Private Wealth, LLC | 40,681 | $2.61M | 0.00% | +40,681 | New |
| BNP Paribas Arbitrage, SA | 40,192 | $2.58M | 0.00% | −14,323−26.3% | Reduced |
| Credit Suisse AG | 39,193 | $2.52M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 39,147 | $2.51M | 0.01% | −17,482−30.9% | Reduced |
| UBS Asset Management Americas Inc | 38,978 | $2.50M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,911 | $2.50M | 0.00% | −6,086−13.5% | Reduced |
| Redwood Investments, LLC | 37,093 | $2.35M | 0.69% | −7,013−15.9% | Reduced |
| Barclays PLC | 36,325 | $2.33M | 0.00% | −25,109−40.9% | Reduced |
| Wealthspire Advisors, LLC | 35,962 | $2.31M | 0.03% | +1,767+5.2% | Added |
| Gamco Investors, Inc. Et Al | 35,500 | $2.28M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 35,229 | $2.26M | 0.00% | −3,380−8.8% | Reduced |
| Comerica Bank | 34,819 | $2.23M | 0.01% | +33,459+2,460.2% | Added |
| California State Teachers Retirement System | 32,741 | $2.10M | 0.00% | −1,729−5.0% | Reduced |
| Legal & General Group Plc | 32,348 | $2.08M | 0.00% | +1,240+4.0% | Added |
| HRT Financial LP | 30,363 | $1.95M | 0.01% | +14,286+88.9% | Added |
| Jump Financial, LLC | 29,424 | $1.89M | 0.05% | +15,524+111.7% | Added |
| LSV Asset Management | 26,100 | $1.68M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $1.60M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 23,871 | $1.53M | 0.03% | −6,400−21.1% | Reduced |
| Harbour Capital Advisors, LLC | 24,700 | $1.52M | 0.38% | +7,745+45.7% | Added |
| LPL Financial LLC | 22,331 | $1.43M | 0.00% | +11,938+114.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.41M | 0.00% | −14,549−39.8% | Reduced |
| Great West Life Assurance Co | 21,968 | $1.41M | 0.00% | +19,021+645.4% | Added |