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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.

Institutional holdersQ2 2024: 215 institutions
Q1 2021: 148 institutionsQ2 2021: 151 institutionsQ3 2021: 151 institutionsQ4 2021: 157 institutionsQ1 2022: 164 institutionsQ2 2022: 162 institutionsQ3 2022: 161 institutionsQ4 2022: 177 institutionsQ1 2023: 189 institutionsQ2 2023: 195 institutionsQ3 2023: 187 institutionsQ4 2023: 201 institutionsQ1 2024: 215 institutionsQ2 2024: 215 institutionsQ3 2024: 225 institutionsQ4 2024: 198 institutionsQ1 2025: 249 institutionsQ2 2025: 3 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $1.24B
Q1 2021: $976.3MQ2 2021: $851.4MQ3 2021: $912.0MQ4 2021: $1.23BQ1 2022: $1.19BQ2 2022: $806.9MQ3 2022: $781.5MQ4 2022: $1.27BQ1 2023: $1.25BQ2 2023: $1.28BQ3 2023: $1.19BQ4 2023: $1.47BQ1 2024: $1.80BQ2 2024: $1.24BQ3 2024: $1.41BQ4 2024: $1.50BQ1 2025: $2.97BQ2 2025: $296.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HEES and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20253$296.2K
Q1 2025249$2.97B
Q4 2024198$1.50B
Q3 2024225$1.41B
Q2 2024215$1.24B
Q1 2024215$1.80B
Q4 2023201$1.47B
Q3 2023187$1.19B
Q2 2023195$1.28B
Q1 2023189$1.25B
Q4 2022177$1.27B
Q3 2022161$781.5M
Q2 2022162$806.9M
Q1 2022164$1.19B
Q4 2021157$1.23B
Q3 2021151$912.0M
Q2 2021151$851.4M
Q1 2021148$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.

Institutions holding HEES in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Amica Mutual Insurance Co16,058$709.0K0.07%00.0%Unchanged
Corebridge Financial, Inc.17,357$766.7K0.00%+17,357New
Citigroup Inc17,964$793.5K0.00%−3,558−16.5%Reduced
Manufacturers Life Insurance Company, The18,343$810.2K0.00%+627+3.5%Added
MetLife Investment Management18,382$811.9K0.00%+1,756+10.6%Added
Polaris Capital Management, LLC18,600$821.6K0.04%+18,600New
Janney Montgomery Scott LLC18,743$828.0K0.00%+1,000+5.6%Added
Y-Intercept (Hong Kong) Ltd18,849$832.6K0.05%+9,495+101.5%Added
ClariVest Asset Management LLC19,249$850.2K0.09%−29,012−60.1%Reduced
RBF Capital, LLC20,000$883.4K0.05%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.20,285$896.0K0.00%−439−2.1%Reduced
Oliver Luxxe Assets LLC20,509$905.9K0.19%+20,509New
SG Americas Securities, LLC20,862$921.0K0.01%+18,215+688.1%Added
Verition Fund Management LLC21,250$938.6K0.01%+13,544+175.8%Added
Barclays PLC21,401$945.3K0.00%−14,924−41.1%Reduced
Price T Rowe Associates Inc21,516$951.0K0.00%+1,082+5.3%Added
Access Financial Services, Inc.21,673$957.3K0.44%+21,673New
NorthCrest Asset Manangement, LLC21,800$962.9K0.03%00.0%Unchanged
LPL Financial LLC22,168$979.2K0.00%−163−0.7%Reduced
Summit Global Investments23,464$1.04M0.07%+2,168+10.2%Added
Great West Life Assurance Co23,947$1.06M0.00%+1,979+9.0%Added
Lombard Odier Asset Management (USA) Corp24,233$1.07M0.40%+24,233New
Harbour Capital Advisors, LLC25,090$1.07M0.25%+390+1.6%Added
Gabelli Funds LLC25,000$1.10M0.01%00.0%Unchanged
LSV Asset Management26,100$1.15M0.00%00.0%Unchanged
Comerica Bank26,755$1.18M0.00%−8,064−23.2%Reduced
JPMorgan Chase & Co28,024$1.24M0.00%−66,993−70.5%Reduced
Schonfeld Strategic Advisors LLC28,389$1.25M0.01%+28,389New
California State Teachers Retirement System31,984$1.41M0.00%−757−2.3%Reduced
Legal & General Group Plc32,237$1.42M0.00%−111−0.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.33,104$1.46M0.01%−21,842−39.8%Reduced
Alliancebernstein L.P.33,299$1.47M0.00%−1,930−5.5%Reduced
Renaissance Technologies LLC33,832$1.49M0.00%+27,332+420.5%Added
HRT Financial LP35,251$1.56M0.01%+4,888+16.1%Added
Gamco Investors, Inc. Et Al35,500$1.57M0.02%00.0%Unchanged
Wealthspire Advisors, LLC35,962$1.59M0.02%00.0%Unchanged
Campbell & CO Investment Adviser LLC36,017$1.59M0.14%+36,017New
Russell Investments Group, Ltd.37,292$1.65M0.00%−48,853−56.7%Reduced
Quantbot Technologies LP39,598$1.75M0.08%+38,207+2,746.7%Added
CI Private Wealth, LLC40,482$1.79M0.00%−199−0.5%Reduced
Cozad Asset Management Inc41,031$1.81M0.18%+176+0.4%Added
Rovida Advisors Inc.41,823$1.85M0.66%+41,823New
BNP Paribas Arbitrage, SA41,937$1.85M0.00%+1,745+4.3%Added
Jane Street Group, LLC43,433$1.92M0.00%+24,475+129.1%Added
HighTower Advisors, LLC43,569$1.93M0.00%+262+0.6%Added
Engineers Gate Manager LP44,280$1.96M0.04%−37−0.1%Reduced
Icon Advisers Inc46,000$1.97M0.44%00.0%Unchanged
Royal Bank of Canada45,888$2.03M0.00%+6,977+17.9%Added
Federated Hermes, Inc.46,350$2.05M0.00%+326+0.7%Added
Rhumbline Advisers46,691$2.06M0.00%+1,525+3.4%Added
Raymond James & Associates48,262$2.13M0.00%−12,046−20.0%Reduced
Gsa Capital Partners LLP48,261$2.13M0.15%+34,881+260.7%Added
Sit Investment Associates Inc50,365$2.23M0.05%+1,350+2.8%Added
AXA S.A.54,900$2.42M0.01%00.0%Unchanged
Advisors Asset Management, Inc.60,776$2.68M0.05%+8,731+16.8%Added
Cubist Systematic Strategies, LLC63,227$2.79M0.05%+63,227New
Renaissance Group LLC64,240$2.84M0.11%+64,240New
FMR LLC64,379$2.84M0.00%+6,529+11.3%Added
Swiss National Bank64,600$2.85M0.00%00.0%Unchanged
Susquehanna International Group, LLP64,958$2.87M0.00%+4,662+7.7%Added
Tudor Investment Corp Et Al67,117$2.96M0.03%+49,935+290.6%Added
Assenagon Asset Management S.A.67,858$3.00M0.01%−29,648−30.4%Reduced
Voloridge Investment Management, LLC68,256$3.01M0.01%+29,109+74.4%Added
State of Wisconsin Investment Board68,399$3.02M0.01%+2,567+3.9%Added
UBS Asset Management Americas Inc70,664$3.12M0.00%+31,686+81.3%Added
First Trust Advisors LP75,595$3.34M0.00%−5,149−6.4%Reduced
Allianz Asset Management GmbH79,405$3.51M0.01%+34,529+76.9%Added
Shelton Capital Management80,478$3.55M0.10%−5,000−5.8%Reduced
Wedge Capital Management L L P82,322$3.64M0.06%+5,731+7.5%Added
Bokf, NA84,639$3.74M0.07%−16,172−16.0%Reduced
Algert Global LLC87,995$3.89M0.13%+18,346+26.3%Added
Stifel Financial Corp88,535$3.91M0.00%−34,155−27.8%Reduced
Foundry Partners, LLC90,079$3.98M0.21%+1,476+1.7%Added
Uniplan Investment Counsel, Inc.99,408$4.39M0.40%−20,666−17.2%Reduced
Segall Bryant & Hamill, LLC99,902$4.41M0.08%+99,902New
HST Ventures, LLC107,774$4.76M2.15%+107,774New
Kennedy Capital Management, Inc.109,654$4.84M0.10%+47,238+75.7%Added
Two Sigma Investments, LP118,646$5.24M0.01%+18,469+18.4%Added
UBS Group AG127,606$5.64M0.00%−74,448−36.8%Reduced
Loews Corp130,000$5.74M0.05%+130,000New
Nuveen Asset Management, LLC130,154$5.75M0.00%−112,594−46.4%Reduced
Brandywine Global Investment Management, LLC132,016$5.83M0.04%+132,016New
Millennium Management LLC133,554$5.90M0.00%+89,128+200.6%Added
Gilder Gagnon Howe & Co LLC139,041$6.14M0.08%−659−0.5%Reduced
Ameriprise Financial Inc159,312$7.04M0.00%−53,967−25.3%Reduced
Fisher Asset Management, LLC171,482$7.57M0.00%−8,052−4.5%Reduced
Two Sigma Advisers, LP174,285$7.70M0.02%−5,800−3.2%Reduced
New York State Common Retirement Fund183,933$8.12M0.01%−13,544−6.9%Reduced
Qube Research & Technologies Ltd188,767$8.34M0.02%+171,966+1,023.5%Added
Panagora Asset Management Inc199,074$8.79M0.04%+16,342+8.9%Added
First Eagle Investment Management, LLC210,293$9.29M0.02%−4,239−2.0%Reduced
Guggenheim Capital LLC232,757$10.3M0.07%+34,987+17.7%Added
Deutsche Bank AG238,825$10.5M0.00%−72,755−23.4%Reduced
Norges Bank243,313$10.7M0.00%+58,696+31.8%Added
Bank of New York Mellon Corp275,363$12.2M0.00%+770+0.3%Added
Penn Capital Management Co Inc283,355$12.6M1.19%−22,408−7.3%Reduced
Wells Fargo & Company313,078$13.8M0.00%−11,596−3.6%Reduced
Northern Trust Corp317,808$14.0M0.00%+4,228+1.3%Added
Goldman Sachs Group Inc320,926$14.2M0.00%−24,479−7.1%Reduced
Standard Life Aberdeen plc322,257$14.2M0.03%−13,018−3.9%Reduced