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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $129 | 0.00% | +2 | New |
| Private Trust Co NA | 4 | $257 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $321 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $449 | 0.00% | +7 | New |
| GAMMA Investing LLC | 31 | $1.99K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48 | $3.10K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 56 | $3.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 68 | $4.35K | 0.00% | +3+4.6% | Added |
| Hillsdale Investment Management Inc. | 100 | $6.42K | 0.00% | −10−9.1% | Reduced |
| Tyler-Stone Wealth Management | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 107 | $6.87K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 112 | $7.19K | 0.00% | +112 | New |
| Lindbrook Capital, LLC | 120 | $7.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 123 | $7.75K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $8.98K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $9.63K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 178 | $11.4K | 0.01% | +42+30.9% | Added |
| BFSG, LLC | 180 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 197 | $12.6K | 0.00% | +17+9.4% | Added |
| Colonial Trust Co | 201 | $12.9K | 0.00% | +1+0.5% | Added |
| ORG Partners LLC | 254 | $16.0K | 0.03% | +254 | New |
| Signaturefd, LLC | 287 | $18.4K | 0.00% | +6+2.1% | Added |
| US Bancorp | 360 | $23.1K | 0.00% | +46+14.6% | Added |
| Tower Research Capital LLC (TRC) | 364 | $23.4K | 0.00% | −6,837−94.9% | Reduced |
| Quarry LP | 378 | $24.3K | 0.01% | +131+53.0% | Added |
| Principal Securities, Inc. | 527 | $33.8K | 0.00% | +139+35.8% | Added |
| CWM, LLC | 654 | $42.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 711 | $45.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 787 | $50.5K | 0.00% | +4+0.5% | Added |
| Amalgamated Bank | 1,092 | $70.0K | 0.00% | −3,471−76.1% | Reduced |
| Natixis | 1,190 | $76.4K | 0.00% | −11−0.9% | Reduced |
| Quantbot Technologies LP | 1,391 | $89.3K | 0.01% | −4,094−74.6% | Reduced |
| Metropolitan Life Insurance Co | 1,756 | $112.7K | 0.00% | −56−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,223 | $142.7K | 0.00% | +1,006+82.7% | Added |
| SG Americas Securities, LLC | 2,647 | $170.0K | 0.00% | +2,647 | New |
| Allspring Global Investments Holdings, LLC | 3,052 | $195.9K | 0.00% | −49−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,147 | $202.0K | 0.01% | +3,147 | New |
| Ameritas Investment Partners, Inc. | 3,197 | $205.2K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,200 | $205.4K | 0.00% | −1,400−30.4% | Reduced |
| Wellington Shields Capital Management, LLC | 3,200 | $205.4K | 0.04% | +3,200 | New |
| Busey Wealth Management | 3,205 | $205.7K | 0.01% | +3,205 | New |
| Mackenzie Financial Corp | 3,293 | $211.3K | 0.00% | −563−14.6% | Reduced |
| Divergent Wealth Advisors, LLC | 3,351 | $215.1K | 0.04% | +3,351 | New |
| NFP Retirement, Inc. | 3,351 | $215.1K | 0.02% | +3,351 | New |
| Quadrature Capital Ltd | 3,355 | $215.2K | 0.00% | −5,582−62.5% | Reduced |
| Virtu Financial LLC | 3,375 | $217.0K | 0.02% | +3,375 | New |
| Capstone Investment Advisors, LLC | 3,383 | $217.1K | 0.00% | +3,383 | New |
| QRG Capital Management, Inc. | 3,385 | $217.2K | 0.00% | +3,385 | New |
| Creative Planning | 3,513 | $225.4K | 0.00% | +3,513 | New |
| Mariner, LLC | 3,536 | $226.9K | 0.00% | +3,536 | New |
| Gotham Asset Management, LLC | 3,670 | $235.5K | 0.00% | +3,670 | New |
| Avantax Planning Partners, Inc. | 3,737 | $239.8K | 0.01% | −537−12.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,854 | $242.7K | 0.00% | +3,854 | New |
| Pictet Asset Management Holding SA | 3,821 | $245.2K | 0.00% | +3,821 | New |
| Shell Asset Management Co | 5,833 | $258.0K | 0.01% | −3,447−37.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,069 | $261.1K | 0.00% | +4,069 | New |
| Sherbrooke Park Advisers LLC | 4,302 | $276.1K | 0.05% | +4,302 | New |
| Principal Financial Group Inc | 4,327 | $277.7K | 0.00% | +4,327 | New |
| Brevan Howard Capital Management LP | 4,337 | $278.3K | 0.03% | −2,477−36.4% | Reduced |
| L.M. Kohn & Company | 4,450 | $285.6K | 0.08% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,892 | $314.0K | 0.03% | −96−1.9% | Reduced |
| Denali Advisors LLC | 5,000 | $320.9K | 0.09% | +5,000 | New |
| DekaBank Deutsche Girozentrale | 5,150 | $331.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,637 | $362.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,692 | $365.0K | 0.00% | −655−10.3% | Reduced |
| ProShare Advisors LLC | 5,781 | $371.0K | 0.00% | +454+8.5% | Added |
| HSBC Holdings PLC | 5,840 | $374.8K | 0.00% | −6,492−52.6% | Reduced |
| Alps Advisors Inc | 6,124 | $393.0K | 0.00% | −1,232−16.7% | Reduced |
| Walleye Capital LLC | 6,219 | $399.1K | 0.00% | −8,395−57.4% | Reduced |
| Renaissance Technologies LLC | 6,500 | $417.0K | 0.00% | −20,400−75.8% | Reduced |
| Versor Investments LP | 6,565 | $421.3K | 0.09% | +2,300+53.9% | Added |
| Franklin Resources Inc | 6,703 | $430.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,888 | $442.1K | 0.00% | +6,888 | New |
| Commonwealth Equity Services, LLC | 6,911 | $444.0K | 0.00% | +368+5.6% | Added |
| Crestwood Advisors Group LLC | 7,000 | $449.3K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,006 | $449.6K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,262 | $465.0K | 0.00% | +29+0.4% | Added |
| Petrus Trust Company, LTA | 7,510 | $482.0K | 0.04% | +7,510 | New |
| Verition Fund Management LLC | 7,706 | $494.6K | 0.00% | −2,929−27.5% | Reduced |
| Nisa Investment Advisors, LLC | 7,794 | $500.2K | 0.00% | −1,672−17.7% | Reduced |
| Penn Mutual Asset Management, LLC | 7,900 | $507.0K | 1.08% | +3,250+69.9% | Added |
| Citadel Advisors LLC | 7,936 | $509.3K | 0.00% | −58,393−88.0% | Reduced |
| Envestnet Asset Management Inc | 8,549 | $548.7K | 0.00% | −23−0.3% | Reduced |
| Chesapeake Capital Corp | 8,974 | $576.0K | 0.43% | +123+1.4% | Added |
| Arizona State Retirement System | 9,016 | $578.6K | 0.00% | −137−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,354 | $600.3K | 0.05% | +182+2.0% | Added |
| Diversified Trust Co | 9,524 | $611.3K | 0.02% | +2,288+31.6% | Added |
| BTC Capital Management, Inc. | 9,587 | $615.3K | 0.06% | +9,587 | New |
| State Board of Administration of Florida Retirement System | 14,376 | $635.9K | 0.00% | +5,190+56.5% | Added |
| Monograph Wealth Advisors, LLC | 10,000 | $641.8K | 0.09% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,460 | $671.3K | 0.00% | −158−1.5% | Reduced |
| Voya Investment Management LLC | 10,754 | $690.2K | 0.00% | −2,296−17.6% | Reduced |
| Gsa Capital Partners LLP | 13,380 | $859.0K | 0.07% | −3,376−20.1% | Reduced |
| Chartwell Investment Partners, LLC | 13,666 | $877.0K | 0.03% | +323+2.4% | Added |
| American International Group, Inc. | 15,856 | $1.02M | 0.00% | −136−0.9% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $1.03M | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 16,626 | $1.07M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 16,801 | $1.08M | 0.00% | −27,961−62.5% | Reduced |