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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 430,050 | $19.0M | 0.05% | +430,050 | New |
| Morgan Stanley | 433,572 | $19.2M | 0.00% | +111,060+34.4% | Added |
| Invesco Ltd. | 495,627 | $21.9M | 0.00% | −824,214−62.4% | Reduced |
| Charles Schwab Investment Management Inc | 530,198 | $23.4M | 0.00% | +64,411+13.8% | Added |
| Janus Henderson Group PLC | 578,164 | $25.5M | 0.01% | +28,639+5.2% | Added |
| Geode Capital Management, LLC | 750,791 | $33.2M | 0.00% | +19,751+2.7% | Added |
| State Street Corp | 757,270 | $33.4M | 0.00% | +13,743+1.8% | Added |
| Bank of America Corp | 879,564 | $38.9M | 0.00% | +3,833+0.4% | Added |
| Pertento Partners LLP | 893,088 | $39.4M | 5.00% | +528,558+145.0% | Added |
| Dimensional Fund Advisors LP | 1,168,314 | $51.6M | 0.01% | −12,583−1.1% | Reduced |
| American Century Companies Inc | 1,410,554 | $62.3M | 0.04% | +721,270+104.6% | Added |
| Macquarie Group Ltd | 2,214,399 | $97.8M | 0.11% | −34,522−1.5% | Reduced |
| Clearbridge Investments, LLC | 2,270,996 | $100.3M | 0.08% | −172,006−7.0% | Reduced |
| BlackRock Inc. | 2,831,160 | $125.1M | 0.00% | +51,558+1.9% | Added |
| Vanguard Group Inc | 3,817,567 | $168.6M | 0.00% | +31,167+0.8% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −297,725−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −285,830−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −262,283−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −118,678−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −109,780−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −108,624−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −79,577−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −69,500−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −69,332−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −61,662−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −58,160−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −48,572−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −41,335−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −37,093−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,871−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −19,218−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −19,206−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −15,856−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −13,666−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,219−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,692−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,383−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| Divergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |