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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.

Q1 2024 vs. Q4 2023

How the institutions holding H&E Equipment Services, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of HEES: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2011215+15
Shares28.2M5.87K28.1M−57.2K (−0.2%)
Value$1.47B$307.2K$1.80B+$324.2M (+22.0%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held H&E Equipment Services, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to HEES in Q1 2024
InstitutionSharesValue% of portfolio
Pertento Partners LLP364,530$23.4M4.71%
Standard Life Aberdeen plc335,275$21.5M0.04%
Castleark Management LLC109,780$7.05M0.29%
EAM Global Investors LLC79,577$5.11M1.18%
Wedge Capital Management L L P76,591$4.92M0.08%
EAM Investors, LLC69,332$4.45M0.70%
CI Private Wealth, LLC40,681$2.61M0.00%
SEI Investments Co19,206$1.23M0.00%
Danske Bank A/S18,226$1.17M0.00%
Monograph Wealth Advisors, LLC10,000$641.8K0.09%
BTC Capital Management, Inc.9,587$615.3K0.06%
Petrus Trust Company, LTA7,510$482.0K0.04%
Cetera Investment Advisers6,888$442.1K0.00%
Denali Advisors LLC5,000$320.9K0.09%
Principal Financial Group Inc4,327$277.7K0.00%
Sherbrooke Park Advisers LLC4,302$276.1K0.05%
O'Shaughnessy Asset Management, LLC4,069$261.1K0.00%
Pictet Asset Management Holding SA3,821$245.2K0.00%
CIBC Private Wealth Group, LLC3,854$242.7K0.00%
Gotham Asset Management, LLC3,670$235.5K0.00%
Mariner, LLC3,536$226.9K0.00%
Creative Planning3,513$225.4K0.00%
QRG Capital Management, Inc.3,385$217.2K0.00%
Capstone Investment Advisors, LLC3,383$217.1K0.00%
Virtu Financial LLC3,375$217.0K0.02%
Divergent Wealth Advisors, LLC3,351$215.1K0.04%
NFP Retirement, Inc.3,351$215.1K0.02%
Busey Wealth Management3,205$205.7K0.01%
Wellington Shields Capital Management, LLC3,200$205.4K0.04%
Ashton Thomas Private Wealth, LLC3,147$202.0K0.01%
SG Americas Securities, LLC2,647$170.0K0.00%
ORG Partners LLC254$16.0K0.03%
Walleye Trading LLC112$7.19K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$4490.00%
Rothschild Investment LLC5$3210.00%
Private Trust Co NA4$2570.00%
Allworth Financial LP2$1290.00%

Sold out (22)

Institutions that held H&E Equipment Services, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (1)

Institutions that held H&E Equipment Services, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEES in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Watershed Asset Management, L.L.C.5,872$307.2K