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 |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| SJS Investment Consulting Inc. | 5 | $221 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $266 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 8 | $354 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $442 | 0.00% | +5+100.0% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Innealta Capital, LLC | 24 | $1.06K | 0.00% | +24 | New |
| Stephens Consulting, LLC | 28 | $1.24K | 0.00% | +28 | New |
| GAMMA Investing LLC | 31 | $1.37K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 47 | $2.09K | 0.00% | −1−2.1% | Reduced |
| Global Retirement Partners, LLC | 52 | $2.30K | 0.00% | −16−23.5% | Reduced |
| Danske Bank A/S | 64 | $2.83K | 0.00% | −18,162−99.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 69 | $3.05K | 0.00% | +13+23.2% | Added |
| Tyler-Stone Wealth Management | 100 | $4.42K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $5.30K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 125 | $5.52K | 0.00% | +125 | New |
| Principal Securities, Inc. | 132 | $5.83K | 0.00% | −395−75.0% | Reduced |
| Farther Finance Advisors, LLC | 141 | $6.04K | 0.00% | +18+14.6% | Added |
| McIlrath & Eck, LLC | 140 | $6.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $6.63K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 180 | $7.95K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 184 | $8.13K | 0.00% | −103−35.9% | Reduced |
| Quadrant Capital Group LLC | 191 | $8.44K | 0.00% | −6−3.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $8.83K | 0.00% | +200 | New |
| Quarry LP | 244 | $10.8K | 0.00% | −134−35.4% | Reduced |
| ORG Partners LLC | 254 | $10.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 288 | $12.7K | 0.00% | +288 | New |
| Whittier Trust Co of Nevada Inc | 374 | $16.5K | 0.00% | +374 | New |
| US Bancorp | 403 | $17.8K | 0.00% | +43+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 664 | $29.3K | 0.00% | −47−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 781 | $34.5K | 0.00% | −6−0.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 839 | $37.1K | 0.01% | +839 | New |
| State of Wyoming | 901 | $39.8K | 0.01% | +901 | New |
| Proequities, Inc. | 914 | $40.4K | 0.00% | +914 | New |
| BOK Financial Private Wealth, Inc. | 922 | $40.7K | 0.00% | +922 | New |
| CWM, LLC | 932 | $41.0K | 0.00% | +278+42.5% | Added |
| Amalgamated Bank | 1,130 | $50.0K | 0.00% | +38+3.5% | Added |
| Natixis | 1,160 | $51.2K | 0.00% | −30−2.5% | Reduced |
| Simplex Trading, LLC | 1,202 | $53.0K | 0.00% | +1,202 | New |
| The PNC Financial Services Group, Inc. | 1,454 | $64.2K | 0.00% | −769−34.6% | Reduced |
| Meeder Asset Management Inc | 1,461 | $64.5K | 0.00% | +1,461 | New |
| Colonial Trust Co | 1,702 | $75.2K | 0.01% | +1,501+746.8% | Added |
| Advisor Group Holdings, Inc. | 2,377 | $105.0K | 0.00% | −18,833−88.8% | Reduced |
| Quest Partners LLC | 2,472 | $109.2K | 0.01% | +2,472 | New |
| Allspring Global Investments Holdings, LLC | 2,610 | $115.3K | 0.00% | −442−14.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,233 | $140.3K | 0.00% | −621−16.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,197 | $141.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,240 | $143.1K | 0.01% | +93+3.0% | Added |
| EntryPoint Capital, LLC | 3,898 | $172.2K | 0.08% | +3,898 | New |
| Walleye Trading LLC | 4,039 | $178.4K | 0.00% | +3,927+3,506.3% | Added |
| Scientech Research LLC | 4,598 | $203.1K | 0.04% | +4,598 | New |
| Point72 Asset Management, L.P. | 4,600 | $203.2K | 0.00% | +1,400+43.8% | Added |
| Bailard, Inc. | 4,600 | $203.2K | 0.01% | +4,600 | New |
| Pictet Asset Management Holding SA | 4,639 | $204.9K | 0.00% | +818+21.4% | Added |
| MQS Management LLC | 4,948 | $218.6K | 0.13% | +4,948 | New |
| DekaBank Deutsche Girozentrale | 5,150 | $224.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,136 | $227.0K | 0.00% | −11,931−69.9% | Reduced |
| Edgestream Partners, L.P. | 5,409 | $238.9K | 0.01% | +5,409 | New |
| Corton Capital Inc. | 5,611 | $247.8K | 0.13% | +5,611 | New |
| Handelsbanken Fonder AB | 5,637 | $249.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 5,799 | $256.1K | 0.02% | +5,799 | New |
| D. E. Shaw & Co., Inc. | 5,811 | $256.7K | 0.00% | +5,811 | New |
| HSBC Holdings PLC | 5,889 | $258.6K | 0.00% | +49+0.8% | Added |
| Omers Administration Corp | 5,900 | $260.6K | 0.00% | +5,900 | New |
| Oxford Asset Management LLP | 5,924 | $261.7K | 0.26% | +5,924 | New |
| Alps Advisors Inc | 6,091 | $269.0K | 0.00% | −33−0.5% | Reduced |
| Semanteon Capital Management, LP | 6,393 | $282.4K | 0.20% | +6,393 | New |
| Balyasny Asset Management LLC | 6,624 | $292.6K | 0.00% | +6,624 | New |
| TT International Asset Management LTD | 6,720 | $296.0K | 0.04% | +6,720 | New |
| Sherbrooke Park Advisers LLC | 6,714 | $296.6K | 0.05% | +2,412+56.1% | Added |
| Commonwealth Equity Services, LLC | 6,876 | $304.0K | 0.00% | −35−0.5% | Reduced |
| Crestwood Advisors Group LLC | 7,000 | $309.2K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,190 | $317.6K | 0.01% | +184+2.6% | Added |
| Petrus Trust Company, LTA | 7,510 | $331.7K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,825 | $345.6K | 0.00% | +31+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,846 | $346.6K | 0.00% | −2,614−25.0% | Reduced |
| Franklin Resources Inc | 8,014 | $354.0K | 0.00% | +1,311+19.6% | Added |
| Tower Research Capital LLC (TRC) | 8,057 | $355.9K | 0.01% | +7,693+2,113.5% | Added |
| Penn Mutual Asset Management, LLC | 8,450 | $373.2K | 0.79% | +550+7.0% | Added |
| Cetera Investment Advisers | 8,866 | $391.6K | 0.00% | +1,978+28.7% | Added |
| State Board of Administration of Florida Retirement System | 9,136 | $403.5K | 0.00% | −5,240−36.4% | Reduced |
| Arizona State Retirement System | 9,188 | $405.8K | 0.00% | +172+1.9% | Added |
| BTC Capital Management, Inc. | 9,502 | $419.7K | 0.04% | −85−0.9% | Reduced |
| Jump Financial, LLC | 9,834 | $434.4K | 0.01% | −19,590−66.6% | Reduced |
| Diversified Trust Co | 10,027 | $442.9K | 0.01% | +503+5.3% | Added |
| Victory Capital Management Inc | 10,120 | $447.0K | 0.00% | −66,682−86.8% | Reduced |
| Voya Investment Management LLC | 10,797 | $476.9K | 0.00% | +43+0.4% | Added |
| Versor Investments LP | 11,165 | $493.2K | 0.09% | +4,600+70.1% | Added |
| Nebula Research & Development LLC | 11,369 | $502.2K | 0.08% | +11,369 | New |
| Virtu Financial LLC | 11,602 | $512.0K | 0.04% | +8,227+243.8% | Added |
| Centiva Capital, LP | 11,643 | $514.3K | 0.02% | +11,643 | New |
| Aquatic Capital Management LLC | 12,100 | $534.5K | 0.02% | +12,100 | New |
| JustInvest LLC | 12,331 | $544.7K | 0.01% | +12,331 | New |
| Jones Financial Companies LLLP | 12,521 | $553.0K | 0.00% | +12,521 | New |
| Envestnet Asset Management Inc | 13,418 | $592.7K | 0.00% | +4,869+57.0% | Added |
| Squarepoint Ops LLC | 13,865 | $612.4K | 0.00% | +13,865 | New |
| Lazard Asset Management LLC | 14,263 | $629.0K | 0.00% | +7,001+96.4% | Added |
| Numerai GP LLC | 15,521 | $685.6K | 0.25% | +15,521 | New |
| Citadel Advisors LLC | 15,955 | $704.7K | 0.00% | +8,019+101.0% | Added |