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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 21,800 | $1.40M | 0.05% | −900−4.0% | Reduced |
| Citigroup Inc | 21,522 | $1.38M | 0.00% | +9,359+76.9% | Added |
| Summit Global Investments | 21,296 | $1.37M | 0.10% | +504+2.4% | Added |
| Advisor Group Holdings, Inc. | 21,210 | $1.36M | 0.00% | +15,575+276.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,724 | $1.33M | 0.00% | +48+0.2% | Added |
| Price T Rowe Associates Inc | 20,434 | $1.31M | 0.00% | +1,159+6.0% | Added |
| RBF Capital, LLC | 20,000 | $1.28M | 0.07% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 19,218 | $1.23M | 0.44% | −38−0.2% | Reduced |
| SEI Investments Co | 19,206 | $1.23M | 0.00% | +19,206 | New |
| Jane Street Group, LLC | 18,958 | $1.22M | 0.00% | −309−1.6% | Reduced |
| Danske Bank A/S | 18,226 | $1.17M | 0.00% | +18,226 | New |
| Janney Montgomery Scott LLC | 17,743 | $1.14M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,716 | $1.14M | 0.00% | +1,076+6.5% | Added |
| Tudor Investment Corp Et Al | 17,182 | $1.10M | 0.01% | −15,253−47.0% | Reduced |
| Teacher Retirement System of Texas | 17,067 | $1.09M | 0.01% | −6,198−26.6% | Reduced |
| Qube Research & Technologies Ltd | 16,801 | $1.08M | 0.00% | −27,961−62.5% | Reduced |
| MetLife Investment Management | 16,626 | $1.07M | 0.01% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 16,058 | $1.03M | 0.11% | 00.0% | Unchanged |
| American International Group, Inc. | 15,856 | $1.02M | 0.00% | −136−0.9% | Reduced |
| Chartwell Investment Partners, LLC | 13,666 | $877.0K | 0.03% | +323+2.4% | Added |
| Gsa Capital Partners LLP | 13,380 | $859.0K | 0.07% | −3,376−20.1% | Reduced |
| Voya Investment Management LLC | 10,754 | $690.2K | 0.00% | −2,296−17.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,460 | $671.3K | 0.00% | −158−1.5% | Reduced |
| Monograph Wealth Advisors, LLC | 10,000 | $641.8K | 0.09% | +10,000 | New |
| State Board of Administration of Florida Retirement System | 14,376 | $635.9K | 0.00% | +5,190+56.5% | Added |
| BTC Capital Management, Inc. | 9,587 | $615.3K | 0.06% | +9,587 | New |
| Diversified Trust Co | 9,524 | $611.3K | 0.02% | +2,288+31.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,354 | $600.3K | 0.05% | +182+2.0% | Added |
| Arizona State Retirement System | 9,016 | $578.6K | 0.00% | −137−1.5% | Reduced |
| Chesapeake Capital Corp | 8,974 | $576.0K | 0.43% | +123+1.4% | Added |
| Envestnet Asset Management Inc | 8,549 | $548.7K | 0.00% | −23−0.3% | Reduced |
| Citadel Advisors LLC | 7,936 | $509.3K | 0.00% | −58,393−88.0% | Reduced |
| Penn Mutual Asset Management, LLC | 7,900 | $507.0K | 1.08% | +3,250+69.9% | Added |
| Nisa Investment Advisors, LLC | 7,794 | $500.2K | 0.00% | −1,672−17.7% | Reduced |
| Verition Fund Management LLC | 7,706 | $494.6K | 0.00% | −2,929−27.5% | Reduced |
| Petrus Trust Company, LTA | 7,510 | $482.0K | 0.04% | +7,510 | New |
| Lazard Asset Management LLC | 7,262 | $465.0K | 0.00% | +29+0.4% | Added |
| Henshaw Capital LLC | 7,006 | $449.6K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,000 | $449.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,911 | $444.0K | 0.00% | +368+5.6% | Added |
| Cetera Investment Advisers | 6,888 | $442.1K | 0.00% | +6,888 | New |
| Franklin Resources Inc | 6,703 | $430.2K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 6,565 | $421.3K | 0.09% | +2,300+53.9% | Added |
| Renaissance Technologies LLC | 6,500 | $417.0K | 0.00% | −20,400−75.8% | Reduced |
| Walleye Capital LLC | 6,219 | $399.1K | 0.00% | −8,395−57.4% | Reduced |
| Alps Advisors Inc | 6,124 | $393.0K | 0.00% | −1,232−16.7% | Reduced |
| HSBC Holdings PLC | 5,840 | $374.8K | 0.00% | −6,492−52.6% | Reduced |
| ProShare Advisors LLC | 5,781 | $371.0K | 0.00% | +454+8.5% | Added |
| MML Investors Services, LLC | 5,692 | $365.0K | 0.00% | −655−10.3% | Reduced |
| Handelsbanken Fonder AB | 5,637 | $362.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,150 | $331.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 5,000 | $320.9K | 0.09% | +5,000 | New |
| Americana Partners, LLC | 4,892 | $314.0K | 0.03% | −96−1.9% | Reduced |
| L.M. Kohn & Company | 4,450 | $285.6K | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,337 | $278.3K | 0.03% | −2,477−36.4% | Reduced |
| Principal Financial Group Inc | 4,327 | $277.7K | 0.00% | +4,327 | New |
| Sherbrooke Park Advisers LLC | 4,302 | $276.1K | 0.05% | +4,302 | New |
| O'Shaughnessy Asset Management, LLC | 4,069 | $261.1K | 0.00% | +4,069 | New |
| Shell Asset Management Co | 5,833 | $258.0K | 0.01% | −3,447−37.1% | Reduced |
| Pictet Asset Management Holding SA | 3,821 | $245.2K | 0.00% | +3,821 | New |
| CIBC Private Wealth Group, LLC | 3,854 | $242.7K | 0.00% | +3,854 | New |
| Avantax Planning Partners, Inc. | 3,737 | $239.8K | 0.01% | −537−12.6% | Reduced |
| Gotham Asset Management, LLC | 3,670 | $235.5K | 0.00% | +3,670 | New |
| Mariner, LLC | 3,536 | $226.9K | 0.00% | +3,536 | New |
| Creative Planning | 3,513 | $225.4K | 0.00% | +3,513 | New |
| QRG Capital Management, Inc. | 3,385 | $217.2K | 0.00% | +3,385 | New |
| Capstone Investment Advisors, LLC | 3,383 | $217.1K | 0.00% | +3,383 | New |
| Virtu Financial LLC | 3,375 | $217.0K | 0.02% | +3,375 | New |
| Quadrature Capital Ltd | 3,355 | $215.2K | 0.00% | −5,582−62.5% | 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 |
| Mackenzie Financial Corp | 3,293 | $211.3K | 0.00% | −563−14.6% | Reduced |
| Busey Wealth Management | 3,205 | $205.7K | 0.01% | +3,205 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 3,197 | $205.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,147 | $202.0K | 0.01% | +3,147 | New |
| Allspring Global Investments Holdings, LLC | 3,052 | $195.9K | 0.00% | −49−1.6% | Reduced |
| SG Americas Securities, LLC | 2,647 | $170.0K | 0.00% | +2,647 | New |
| The PNC Financial Services Group, Inc. | 2,223 | $142.7K | 0.00% | +1,006+82.7% | Added |
| Metropolitan Life Insurance Co | 1,756 | $112.7K | 0.00% | −56−3.1% | Reduced |
| Quantbot Technologies LP | 1,391 | $89.3K | 0.01% | −4,094−74.6% | Reduced |
| Natixis | 1,190 | $76.4K | 0.00% | −11−0.9% | Reduced |
| Amalgamated Bank | 1,092 | $70.0K | 0.00% | −3,471−76.1% | Reduced |
| Public Employees Retirement System of Ohio | 787 | $50.5K | 0.00% | +4+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 711 | $45.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 654 | $42.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 527 | $33.8K | 0.00% | +139+35.8% | Added |
| Quarry LP | 378 | $24.3K | 0.01% | +131+53.0% | Added |
| Tower Research Capital LLC (TRC) | 364 | $23.4K | 0.00% | −6,837−94.9% | Reduced |
| US Bancorp | 360 | $23.1K | 0.00% | +46+14.6% | Added |
| Signaturefd, LLC | 287 | $18.4K | 0.00% | +6+2.1% | Added |
| ORG Partners LLC | 254 | $16.0K | 0.03% | +254 | New |
| Colonial Trust Co | 201 | $12.9K | 0.00% | +1+0.5% | Added |
| Quadrant Capital Group LLC | 197 | $12.6K | 0.00% | +17+9.4% | Added |
| BFSG, LLC | 180 | $11.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 178 | $11.4K | 0.01% | +42+30.9% | Added |
| Gradient Investments LLC | 150 | $9.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $8.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 123 | $7.75K | 0.00% | 00.0% | Unchanged |