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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 335,275 | $21.5M | 0.04% | +335,275 | New |
| Goldman Sachs Group Inc | 345,405 | $22.2M | 0.00% | −8,665−2.4% | Reduced |
| Pertento Partners LLP | 364,530 | $23.4M | 4.71% | +364,530 | New |
| Charles Schwab Investment Management Inc | 465,787 | $29.9M | 0.01% | +20,205+4.5% | Added |
| Janus Henderson Group PLC | 549,525 | $35.3M | 0.02% | −28,351−4.9% | Reduced |
| American Century Companies Inc | 689,284 | $44.2M | 0.03% | +111,955+19.4% | Added |
| Geode Capital Management, LLC | 731,040 | $46.9M | 0.00% | +18,128+2.5% | Added |
| State Street Corp | 743,527 | $47.7M | 0.00% | +2,775+0.4% | Added |
| Bank of America Corp | 875,731 | $56.2M | 0.01% | −10,158−1.1% | Reduced |
| Dimensional Fund Advisors LP | 1,180,897 | $75.8M | 0.02% | +5900.0% | Added |
| Invesco Ltd. | 1,319,841 | $84.7M | 0.02% | +64,187+5.1% | Added |
| Macquarie Group Ltd | 2,248,921 | $144.3M | 0.16% | −66,650−2.9% | Reduced |
| Clearbridge Investments, LLC | 2,443,002 | $156.8M | 0.12% | −79,896−3.2% | Reduced |
| BlackRock Inc. | 2,779,602 | $178.4M | 0.00% | −249,960−8.3% | Reduced |
| Vanguard Group Inc | 3,786,400 | $243.0M | 0.00% | −17,617−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,763−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,250−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,558−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,023−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,793−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,218−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,029−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | – | – | – | – | Not filed |