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, Q2 2024
Institutional positions in H&E Equipment Services, Inc. as of Jun 30, 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
- +2 vs. Q1 2024
- Shares held
- 28.1M
- +69.3K (+0.2%) vs. Q1 2024
- Total value
- $1.24B
- −$552.8M (−30.8%) vs. Q1 2024
- New holders
- 52
- 80 more added
- Sold out
- 50
- 60 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,817,567 | $168.6M | 0.00% | +31,167+0.8% | Added |
| BlackRock Inc. | 2,831,160 | $125.1M | 0.00% | +51,558+1.9% | Added |
| Clearbridge Investments, LLC | 2,270,996 | $100.3M | 0.08% | −172,006−7.0% | Reduced |
| Macquarie Group Ltd | 2,214,399 | $97.8M | 0.11% | −34,522−1.5% | Reduced |
| American Century Companies Inc | 1,410,554 | $62.3M | 0.04% | +721,270+104.6% | Added |
| Dimensional Fund Advisors LP | 1,168,314 | $51.6M | 0.01% | −12,583−1.1% | Reduced |
| Pertento Partners LLP | 893,088 | $39.4M | 5.00% | +528,558+145.0% | Added |
| Bank of America Corp | 879,564 | $38.9M | 0.00% | +3,833+0.4% | Added |
| State Street Corp | 757,270 | $33.4M | 0.00% | +13,743+1.8% | Added |
| Geode Capital Management, LLC | 750,791 | $33.2M | 0.00% | +19,751+2.7% | Added |
| Janus Henderson Group PLC | 578,164 | $25.5M | 0.01% | +28,639+5.2% | Added |
| Charles Schwab Investment Management Inc | 530,198 | $23.4M | 0.00% | +64,411+13.8% | Added |
| Invesco Ltd. | 495,627 | $21.9M | 0.00% | −824,214−62.4% | Reduced |
| Morgan Stanley | 433,572 | $19.2M | 0.00% | +111,060+34.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 430,050 | $19.0M | 0.05% | +430,050 | New |
| Standard Life Aberdeen plc | 322,257 | $14.2M | 0.03% | −13,018−3.9% | Reduced |
| Goldman Sachs Group Inc | 320,926 | $14.2M | 0.00% | −24,479−7.1% | Reduced |
| Northern Trust Corp | 317,808 | $14.0M | 0.00% | +4,228+1.3% | Added |
| Wells Fargo & Company | 313,078 | $13.8M | 0.00% | −11,596−3.6% | Reduced |
| Penn Capital Management Co Inc | 283,355 | $12.6M | 1.19% | −22,408−7.3% | Reduced |
| Bank of New York Mellon Corp | 275,363 | $12.2M | 0.00% | +770+0.3% | Added |
| Norges Bank | 243,313 | $10.7M | 0.00% | +58,696+31.8% | Added |
| Deutsche Bank AG | 238,825 | $10.5M | 0.00% | −72,755−23.4% | Reduced |
| Guggenheim Capital LLC | 232,757 | $10.3M | 0.07% | +34,987+17.7% | Added |
| First Eagle Investment Management, LLC | 210,293 | $9.29M | 0.02% | −4,239−2.0% | Reduced |
| Panagora Asset Management Inc | 199,074 | $8.79M | 0.04% | +16,342+8.9% | Added |
| Qube Research & Technologies Ltd | 188,767 | $8.34M | 0.02% | +171,966+1,023.5% | Added |
| New York State Common Retirement Fund | 183,933 | $8.12M | 0.01% | −13,544−6.9% | Reduced |
| Two Sigma Advisers, LP | 174,285 | $7.70M | 0.02% | −5,800−3.2% | Reduced |
| Fisher Asset Management, LLC | 171,482 | $7.57M | 0.00% | −8,052−4.5% | Reduced |
| Ameriprise Financial Inc | 159,312 | $7.04M | 0.00% | −53,967−25.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 139,041 | $6.14M | 0.08% | −659−0.5% | Reduced |
| Millennium Management LLC | 133,554 | $5.90M | 0.00% | +89,128+200.6% | Added |
| Brandywine Global Investment Management, LLC | 132,016 | $5.83M | 0.04% | +132,016 | New |
| Nuveen Asset Management, LLC | 130,154 | $5.75M | 0.00% | −112,594−46.4% | Reduced |
| Loews Corp | 130,000 | $5.74M | 0.05% | +130,000 | New |
| UBS Group AG | 127,606 | $5.64M | 0.00% | −74,448−36.8% | Reduced |
| Two Sigma Investments, LP | 118,646 | $5.24M | 0.01% | +18,469+18.4% | Added |
| Kennedy Capital Management, Inc. | 109,654 | $4.84M | 0.10% | +47,238+75.7% | Added |
| HST Ventures, LLC | 107,774 | $4.76M | 2.15% | +107,774 | New |
| Segall Bryant & Hamill, LLC | 99,902 | $4.41M | 0.08% | +99,902 | New |
| Uniplan Investment Counsel, Inc. | 99,408 | $4.39M | 0.40% | −20,666−17.2% | Reduced |
| Foundry Partners, LLC | 90,079 | $3.98M | 0.21% | +1,476+1.7% | Added |
| Stifel Financial Corp | 88,535 | $3.91M | 0.00% | −34,155−27.8% | Reduced |
| Algert Global LLC | 87,995 | $3.89M | 0.13% | +18,346+26.3% | Added |
| Bokf, NA | 84,639 | $3.74M | 0.07% | −16,172−16.0% | Reduced |
| Wedge Capital Management L L P | 82,322 | $3.64M | 0.06% | +5,731+7.5% | Added |
| Shelton Capital Management | 80,478 | $3.55M | 0.10% | −5,000−5.8% | Reduced |
| Allianz Asset Management GmbH | 79,405 | $3.51M | 0.01% | +34,529+76.9% | Added |
| First Trust Advisors LP | 75,595 | $3.34M | 0.00% | −5,149−6.4% | Reduced |
| UBS Asset Management Americas Inc | 70,664 | $3.12M | 0.00% | +31,686+81.3% | Added |
| State of Wisconsin Investment Board | 68,399 | $3.02M | 0.01% | +2,567+3.9% | Added |
| Voloridge Investment Management, LLC | 68,256 | $3.01M | 0.01% | +29,109+74.4% | Added |
| Assenagon Asset Management S.A. | 67,858 | $3.00M | 0.01% | −29,648−30.4% | Reduced |
| Tudor Investment Corp Et Al | 67,117 | $2.96M | 0.03% | +49,935+290.6% | Added |
| Susquehanna International Group, LLP | 64,958 | $2.87M | 0.00% | +4,662+7.7% | Added |
| Swiss National Bank | 64,600 | $2.85M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 64,379 | $2.84M | 0.00% | +6,529+11.3% | Added |
| Renaissance Group LLC | 64,240 | $2.84M | 0.11% | +64,240 | New |
| Cubist Systematic Strategies, LLC | 63,227 | $2.79M | 0.05% | +63,227 | New |
| Advisors Asset Management, Inc. | 60,776 | $2.68M | 0.05% | +8,731+16.8% | Added |
| AXA S.A. | 54,900 | $2.42M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 50,365 | $2.23M | 0.05% | +1,350+2.8% | Added |
| Gsa Capital Partners LLP | 48,261 | $2.13M | 0.15% | +34,881+260.7% | Added |
| Raymond James & Associates | 48,262 | $2.13M | 0.00% | −12,046−20.0% | Reduced |
| Rhumbline Advisers | 46,691 | $2.06M | 0.00% | +1,525+3.4% | Added |
| Federated Hermes, Inc. | 46,350 | $2.05M | 0.00% | +326+0.7% | Added |
| Royal Bank of Canada | 45,888 | $2.03M | 0.00% | +6,977+17.9% | Added |
| Icon Advisers Inc | 46,000 | $1.97M | 0.44% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 44,280 | $1.96M | 0.04% | −37−0.1% | Reduced |
| HighTower Advisors, LLC | 43,569 | $1.93M | 0.00% | +262+0.6% | Added |
| Jane Street Group, LLC | 43,433 | $1.92M | 0.00% | +24,475+129.1% | Added |
| BNP Paribas Arbitrage, SA | 41,937 | $1.85M | 0.00% | +1,745+4.3% | Added |
| Rovida Advisors Inc. | 41,823 | $1.85M | 0.66% | +41,823 | New |
| Cozad Asset Management Inc | 41,031 | $1.81M | 0.18% | +176+0.4% | Added |
| CI Private Wealth, LLC | 40,482 | $1.79M | 0.00% | −199−0.5% | Reduced |
| Quantbot Technologies LP | 39,598 | $1.75M | 0.08% | +38,207+2,746.7% | Added |
| Russell Investments Group, Ltd. | 37,292 | $1.65M | 0.00% | −48,853−56.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,017 | $1.59M | 0.14% | +36,017 | New |
| Wealthspire Advisors, LLC | 35,962 | $1.59M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 35,500 | $1.57M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 35,251 | $1.56M | 0.01% | +4,888+16.1% | Added |
| Renaissance Technologies LLC | 33,832 | $1.49M | 0.00% | +27,332+420.5% | Added |
| Alliancebernstein L.P. | 33,299 | $1.47M | 0.00% | −1,930−5.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,104 | $1.46M | 0.01% | −21,842−39.8% | Reduced |
| Legal & General Group Plc | 32,237 | $1.42M | 0.00% | −111−0.3% | Reduced |
| California State Teachers Retirement System | 31,984 | $1.41M | 0.00% | −757−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,389 | $1.25M | 0.01% | +28,389 | New |
| JPMorgan Chase & Co | 28,024 | $1.24M | 0.00% | −66,993−70.5% | Reduced |
| Comerica Bank | 26,755 | $1.18M | 0.00% | −8,064−23.2% | Reduced |
| LSV Asset Management | 26,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $1.10M | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 25,090 | $1.07M | 0.25% | +390+1.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 24,233 | $1.07M | 0.40% | +24,233 | New |
| Great West Life Assurance Co | 23,947 | $1.06M | 0.00% | +1,979+9.0% | Added |
| Summit Global Investments | 23,464 | $1.04M | 0.07% | +2,168+10.2% | Added |
| LPL Financial LLC | 22,168 | $979.2K | 0.00% | −163−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,800 | $962.9K | 0.03% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 21,673 | $957.3K | 0.44% | +21,673 | New |
| Price T Rowe Associates Inc | 21,516 | $951.0K | 0.00% | +1,082+5.3% | Added |