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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 17,067 | $1.09M | 0.01% | −6,198−26.6% | Reduced |
| Tudor Investment Corp Et Al | 17,182 | $1.10M | 0.01% | −15,253−47.0% | Reduced |
| Manufacturers Life Insurance Company, The | 17,716 | $1.14M | 0.00% | +1,076+6.5% | Added |
| Janney Montgomery Scott LLC | 17,743 | $1.14M | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 18,226 | $1.17M | 0.00% | +18,226 | New |
| Jane Street Group, LLC | 18,958 | $1.22M | 0.00% | −309−1.6% | Reduced |
| SEI Investments Co | 19,206 | $1.23M | 0.00% | +19,206 | New |
| Jackson Creek Investment Advisors LLC | 19,218 | $1.23M | 0.44% | −38−0.2% | Reduced |
| RBF Capital, LLC | 20,000 | $1.28M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,434 | $1.31M | 0.00% | +1,159+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,724 | $1.33M | 0.00% | +48+0.2% | Added |
| Advisor Group Holdings, Inc. | 21,210 | $1.36M | 0.00% | +15,575+276.4% | Added |
| Summit Global Investments | 21,296 | $1.37M | 0.10% | +504+2.4% | Added |
| Citigroup Inc | 21,522 | $1.38M | 0.00% | +9,359+76.9% | Added |
| NorthCrest Asset Manangement, LLC | 21,800 | $1.40M | 0.05% | −900−4.0% | Reduced |
| Great West Life Assurance Co | 21,968 | $1.41M | 0.00% | +19,021+645.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.41M | 0.00% | −14,549−39.8% | Reduced |
| LPL Financial LLC | 22,331 | $1.43M | 0.00% | +11,938+114.9% | Added |
| Harbour Capital Advisors, LLC | 24,700 | $1.52M | 0.38% | +7,745+45.7% | Added |
| Trexquant Investment LP | 23,871 | $1.53M | 0.03% | −6,400−21.1% | Reduced |
| Gabelli Funds LLC | 25,000 | $1.60M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 26,100 | $1.68M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 29,424 | $1.89M | 0.05% | +15,524+111.7% | Added |
| HRT Financial LP | 30,363 | $1.95M | 0.01% | +14,286+88.9% | Added |
| Legal & General Group Plc | 32,348 | $2.08M | 0.00% | +1,240+4.0% | Added |
| California State Teachers Retirement System | 32,741 | $2.10M | 0.00% | −1,729−5.0% | Reduced |
| Comerica Bank | 34,819 | $2.23M | 0.01% | +33,459+2,460.2% | Added |
| Alliancebernstein L.P. | 35,229 | $2.26M | 0.00% | −3,380−8.8% | Reduced |
| Gamco Investors, Inc. Et Al | 35,500 | $2.28M | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 35,962 | $2.31M | 0.03% | +1,767+5.2% | Added |
| Barclays PLC | 36,325 | $2.33M | 0.00% | −25,109−40.9% | Reduced |
| Redwood Investments, LLC | 37,093 | $2.35M | 0.69% | −7,013−15.9% | Reduced |
| Royal Bank of Canada | 38,911 | $2.50M | 0.00% | −6,086−13.5% | Reduced |
| UBS Asset Management Americas Inc | 38,978 | $2.50M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 39,147 | $2.51M | 0.01% | −17,482−30.9% | Reduced |
| Credit Suisse AG | 39,193 | $2.52M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 40,192 | $2.58M | 0.00% | −14,323−26.3% | Reduced |
| CI Private Wealth, LLC | 40,681 | $2.61M | 0.00% | +40,681 | New |
| Cozad Asset Management Inc | 40,855 | $2.62M | 0.27% | +1,036+2.6% | Added |
| Millrace Asset Group, Inc. | 41,335 | $2.65M | 2.67% | +1,878+4.8% | Added |
| HighTower Advisors, LLC | 43,307 | $2.77M | 0.00% | −20,192−31.8% | Reduced |
| Engineers Gate Manager LP | 44,317 | $2.84M | 0.07% | −4,249−8.7% | Reduced |
| Millennium Management LLC | 44,426 | $2.85M | 0.00% | −12,854−22.4% | Reduced |
| Allianz Asset Management GmbH | 44,876 | $2.88M | 0.00% | −10,188−18.5% | Reduced |
| Icon Advisers Inc | 46,000 | $2.90M | 0.63% | 00.0% | Unchanged |
| Rhumbline Advisers | 45,166 | $2.90M | 0.00% | +956+2.2% | Added |
| Federated Hermes, Inc. | 46,024 | $2.95M | 0.01% | −15,893−25.7% | Reduced |
| ClariVest Asset Management LLC | 48,261 | $3.10M | 0.32% | −176−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 48,572 | $3.12M | 0.02% | +14,144+41.1% | Added |
| Sit Investment Associates Inc | 49,015 | $3.15M | 0.07% | −5,950−10.8% | Reduced |
| Advisors Asset Management, Inc. | 52,045 | $3.34M | 0.06% | +4,437+9.3% | Added |
| AXA S.A. | 54,900 | $3.52M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 54,946 | $3.53M | 0.02% | −816−1.5% | Reduced |
| FMR LLC | 57,850 | $3.71M | 0.00% | −5,983−9.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,160 | $3.73M | 0.27% | −55,443−48.8% | Reduced |
| Susquehanna International Group, LLP | 60,296 | $3.87M | 0.01% | −74,507−55.3% | Reduced |
| Raymond James & Associates | 60,308 | $3.87M | 0.00% | +23,117+62.2% | Added |
| Formula Growth Ltd | 61,662 | $3.96M | 1.26% | −13,160−17.6% | Reduced |
| Kennedy Capital Management, Inc. | 62,416 | $4.01M | 0.08% | −26,432−29.7% | Reduced |
| Swiss National Bank | 64,600 | $4.15M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 65,832 | $4.23M | 0.01% | −5,727−8.0% | Reduced |
| EAM Investors, LLC | 69,332 | $4.45M | 0.70% | +69,332 | New |
| Oberweis Asset Management Inc | 69,500 | $4.46M | 0.32% | −29,400−29.7% | Reduced |
| Algert Global LLC | 69,649 | $4.47M | 0.17% | +1,304+1.9% | Added |
| Wedge Capital Management L L P | 76,591 | $4.92M | 0.08% | +76,591 | New |
| Victory Capital Management Inc | 76,802 | $4.93M | 0.00% | −93,112−54.8% | Reduced |
| EAM Global Investors LLC | 79,577 | $5.11M | 1.18% | +79,577 | New |
| First Trust Advisors LP | 80,744 | $5.18M | 0.01% | +3,218+4.2% | Added |
| Shelton Capital Management | 85,478 | $5.49M | 0.16% | −34,953−29.0% | Reduced |
| Russell Investments Group, Ltd. | 86,145 | $5.53M | 0.01% | −391−0.5% | Reduced |
| Foundry Partners, LLC | 88,603 | $5.69M | 0.30% | +12,152+15.9% | Added |
| JPMorgan Chase & Co | 95,017 | $6.10M | 0.00% | +39,557+71.3% | Added |
| Assenagon Asset Management S.A. | 97,506 | $6.26M | 0.02% | −256,105−72.4% | Reduced |
| Bokf, NA | 100,811 | $6.35M | 0.12% | +7,181+7.7% | Added |
| Two Sigma Investments, LP | 100,177 | $6.43M | 0.02% | −12,352−11.0% | Reduced |
| Neuberger Berman Group LLC | 108,624 | $6.97M | 0.01% | +3,230+3.1% | Added |
| Castleark Management LLC | 109,780 | $7.05M | 0.29% | +109,780 | New |
| Intrinsic Edge Capital Management LLC | 118,678 | $7.62M | 0.65% | −190,395−61.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 120,074 | $7.71M | 0.61% | +1,154+1.0% | Added |
| Stifel Financial Corp | 122,690 | $7.87M | 0.01% | −32,563−21.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 139,700 | $8.97M | 0.11% | −1,023−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 262,283 | $11.2M | 0.02% | −44,950−14.6% | Reduced |
| Fisher Asset Management, LLC | 179,534 | $11.5M | 0.01% | +17,086+10.5% | Added |
| Two Sigma Advisers, LP | 180,085 | $11.6M | 0.03% | −21,900−10.8% | Reduced |
| Panagora Asset Management Inc | 182,732 | $11.7M | 0.06% | +47,191+34.8% | Added |
| Norges Bank | 184,617 | $11.8M | 0.00% | −41,438−18.3% | Reduced |
| New York State Common Retirement Fund | 197,477 | $12.7M | 0.02% | −13,825−6.5% | Reduced |
| Guggenheim Capital LLC | 197,770 | $12.7M | 0.09% | +18,872+10.5% | Added |
| UBS Group AG | 202,054 | $13.0M | 0.00% | +18,876+10.3% | Added |
| Ameriprise Financial Inc | 213,279 | $13.7M | 0.00% | +14,378+7.2% | Added |
| First Eagle Investment Management, LLC | 214,532 | $13.8M | 0.03% | −11,200−5.0% | Reduced |
| Nuveen Asset Management, LLC | 242,748 | $15.6M | 0.00% | +2,968+1.2% | Added |
| Bank of New York Mellon Corp | 274,593 | $17.6M | 0.00% | −3,377−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 285,830 | $18.3M | 0.02% | −3,897−1.3% | Reduced |
| Driehaus Capital Management LLC | 297,725 | $19.1M | 0.19% | +35,157+13.4% | Added |
| Penn Capital Management Co Inc | 305,763 | $19.7M | 1.75% | −32,315−9.6% | Reduced |
| Deutsche Bank AG | 311,580 | $20.0M | 0.01% | +70,854+29.4% | Added |
| Northern Trust Corp | 313,580 | $20.1M | 0.00% | −11,014−3.4% | Reduced |
| Morgan Stanley | 322,512 | $20.7M | 0.00% | −125,040−27.9% | Reduced |
| Wells Fargo & Company | 324,674 | $20.8M | 0.01% | +172,719+113.7% | Added |