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 |
|---|---|---|---|---|---|
| Barclays PLC | 21,401 | $945.3K | 0.00% | −14,924−41.1% | Reduced |
| Verition Fund Management LLC | 21,250 | $938.6K | 0.01% | +13,544+175.8% | Added |
| SG Americas Securities, LLC | 20,862 | $921.0K | 0.01% | +18,215+688.1% | Added |
| Oliver Luxxe Assets LLC | 20,509 | $905.9K | 0.19% | +20,509 | New |
| Raymond James Financial Services Advisors, Inc. | 20,285 | $896.0K | 0.00% | −439−2.1% | Reduced |
| RBF Capital, LLC | 20,000 | $883.4K | 0.05% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19,249 | $850.2K | 0.09% | −29,012−60.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,849 | $832.6K | 0.05% | +9,495+101.5% | Added |
| Janney Montgomery Scott LLC | 18,743 | $828.0K | 0.00% | +1,000+5.6% | Added |
| Polaris Capital Management, LLC | 18,600 | $821.6K | 0.04% | +18,600 | New |
| MetLife Investment Management | 18,382 | $811.9K | 0.00% | +1,756+10.6% | Added |
| Manufacturers Life Insurance Company, The | 18,343 | $810.2K | 0.00% | +627+3.5% | Added |
| Citigroup Inc | 17,964 | $793.5K | 0.00% | −3,558−16.5% | Reduced |
| Corebridge Financial, Inc. | 17,357 | $766.7K | 0.00% | +17,357 | New |
| Amica Mutual Insurance Co | 16,058 | $709.0K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,955 | $704.7K | 0.00% | +8,019+101.0% | Added |
| Numerai GP LLC | 15,521 | $685.6K | 0.25% | +15,521 | New |
| Lazard Asset Management LLC | 14,263 | $629.0K | 0.00% | +7,001+96.4% | Added |
| Squarepoint Ops LLC | 13,865 | $612.4K | 0.00% | +13,865 | New |
| Envestnet Asset Management Inc | 13,418 | $592.7K | 0.00% | +4,869+57.0% | Added |
| Jones Financial Companies LLLP | 12,521 | $553.0K | 0.00% | +12,521 | New |
| JustInvest LLC | 12,331 | $544.7K | 0.01% | +12,331 | New |
| Aquatic Capital Management LLC | 12,100 | $534.5K | 0.02% | +12,100 | New |
| Centiva Capital, LP | 11,643 | $514.3K | 0.02% | +11,643 | New |
| Virtu Financial LLC | 11,602 | $512.0K | 0.04% | +8,227+243.8% | Added |
| Nebula Research & Development LLC | 11,369 | $502.2K | 0.08% | +11,369 | New |
| Versor Investments LP | 11,165 | $493.2K | 0.09% | +4,600+70.1% | Added |
| Voya Investment Management LLC | 10,797 | $476.9K | 0.00% | +43+0.4% | Added |
| Victory Capital Management Inc | 10,120 | $447.0K | 0.00% | −66,682−86.8% | Reduced |
| Diversified Trust Co | 10,027 | $442.9K | 0.01% | +503+5.3% | Added |
| Jump Financial, LLC | 9,834 | $434.4K | 0.01% | −19,590−66.6% | Reduced |
| BTC Capital Management, Inc. | 9,502 | $419.7K | 0.04% | −85−0.9% | Reduced |
| Arizona State Retirement System | 9,188 | $405.8K | 0.00% | +172+1.9% | Added |
| State Board of Administration of Florida Retirement System | 9,136 | $403.5K | 0.00% | −5,240−36.4% | Reduced |
| Cetera Investment Advisers | 8,866 | $391.6K | 0.00% | +1,978+28.7% | Added |
| Penn Mutual Asset Management, LLC | 8,450 | $373.2K | 0.79% | +550+7.0% | Added |
| Tower Research Capital LLC (TRC) | 8,057 | $355.9K | 0.01% | +7,693+2,113.5% | Added |
| Franklin Resources Inc | 8,014 | $354.0K | 0.00% | +1,311+19.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,846 | $346.6K | 0.00% | −2,614−25.0% | Reduced |
| Nisa Investment Advisors, LLC | 7,825 | $345.6K | 0.00% | +31+0.4% | Added |
| Petrus Trust Company, LTA | 7,510 | $331.7K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,190 | $317.6K | 0.01% | +184+2.6% | Added |
| Crestwood Advisors Group LLC | 7,000 | $309.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,876 | $304.0K | 0.00% | −35−0.5% | Reduced |
| Sherbrooke Park Advisers LLC | 6,714 | $296.6K | 0.05% | +2,412+56.1% | Added |
| TT International Asset Management LTD | 6,720 | $296.0K | 0.04% | +6,720 | New |
| Balyasny Asset Management LLC | 6,624 | $292.6K | 0.00% | +6,624 | New |
| Semanteon Capital Management, LP | 6,393 | $282.4K | 0.20% | +6,393 | New |
| Alps Advisors Inc | 6,091 | $269.0K | 0.00% | −33−0.5% | Reduced |
| Oxford Asset Management LLP | 5,924 | $261.7K | 0.26% | +5,924 | New |
| Omers Administration Corp | 5,900 | $260.6K | 0.00% | +5,900 | New |
| HSBC Holdings PLC | 5,889 | $258.6K | 0.00% | +49+0.8% | Added |
| D. E. Shaw & Co., Inc. | 5,811 | $256.7K | 0.00% | +5,811 | New |
| Point72 (DIFC) Ltd | 5,799 | $256.1K | 0.02% | +5,799 | New |
| Handelsbanken Fonder AB | 5,637 | $249.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,611 | $247.8K | 0.13% | +5,611 | New |
| Edgestream Partners, L.P. | 5,409 | $238.9K | 0.01% | +5,409 | New |
| Teacher Retirement System of Texas | 5,136 | $227.0K | 0.00% | −11,931−69.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,150 | $224.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,948 | $218.6K | 0.13% | +4,948 | New |
| Pictet Asset Management Holding SA | 4,639 | $204.9K | 0.00% | +818+21.4% | Added |
| 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 |
| Scientech Research LLC | 4,598 | $203.1K | 0.04% | +4,598 | New |
| Walleye Trading LLC | 4,039 | $178.4K | 0.00% | +3,927+3,506.3% | Added |
| EntryPoint Capital, LLC | 3,898 | $172.2K | 0.08% | +3,898 | New |
| Ashton Thomas Private Wealth, LLC | 3,240 | $143.1K | 0.01% | +93+3.0% | Added |
| Ameritas Investment Partners, Inc. | 3,197 | $141.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,233 | $140.3K | 0.00% | −621−16.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,610 | $115.3K | 0.00% | −442−14.5% | Reduced |
| Quest Partners LLC | 2,472 | $109.2K | 0.01% | +2,472 | New |
| Advisor Group Holdings, Inc. | 2,377 | $105.0K | 0.00% | −18,833−88.8% | Reduced |
| Colonial Trust Co | 1,702 | $75.2K | 0.01% | +1,501+746.8% | Added |
| Meeder Asset Management Inc | 1,461 | $64.5K | 0.00% | +1,461 | New |
| The PNC Financial Services Group, Inc. | 1,454 | $64.2K | 0.00% | −769−34.6% | Reduced |
| Simplex Trading, LLC | 1,202 | $53.0K | 0.00% | +1,202 | New |
| Natixis | 1,160 | $51.2K | 0.00% | −30−2.5% | Reduced |
| Amalgamated Bank | 1,130 | $50.0K | 0.00% | +38+3.5% | Added |
| CWM, LLC | 932 | $41.0K | 0.00% | +278+42.5% | Added |
| BOK Financial Private Wealth, Inc. | 922 | $40.7K | 0.00% | +922 | New |
| Proequities, Inc. | 914 | $40.4K | 0.00% | +914 | New |
| State of Wyoming | 901 | $39.8K | 0.01% | +901 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 839 | $37.1K | 0.01% | +839 | New |
| Public Employees Retirement System of Ohio | 781 | $34.5K | 0.00% | −6−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 664 | $29.3K | 0.00% | −47−6.6% | Reduced |
| US Bancorp | 403 | $17.8K | 0.00% | +43+11.9% | Added |
| Whittier Trust Co of Nevada Inc | 374 | $16.5K | 0.00% | +374 | New |
| GWM Advisors LLC | 288 | $12.7K | 0.00% | +288 | New |
| ORG Partners LLC | 254 | $10.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 244 | $10.8K | 0.00% | −134−35.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $8.83K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 191 | $8.44K | 0.00% | −6−3.0% | Reduced |
| Signaturefd, LLC | 184 | $8.13K | 0.00% | −103−35.9% | Reduced |
| BFSG, LLC | 180 | $7.95K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $6.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $6.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 141 | $6.04K | 0.00% | +18+14.6% | Added |
| Principal Securities, Inc. | 132 | $5.83K | 0.00% | −395−75.0% | Reduced |
| Breakwater Investment Management | 125 | $5.52K | 0.00% | +125 | New |
| Lindbrook Capital, LLC | 120 | $5.30K | 0.00% | 00.0% | Unchanged |