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, Q3 2024
Institutional positions in H&E Equipment Services, Inc. as of Sep 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
- 225
- +11 vs. Q2 2024
- Shares held
- 28.9M
- +3.62M (+14.3%) vs. Q2 2024
- Total value
- $1.41B
- +$291.2M (+26.0%) vs. Q2 2024
- New holders
- 45
- 69 more added
- Sold out
- 34
- 82 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,824,771 | $186.2M | 0.00% | +7,204+0.2% | Added |
| BlackRock, Inc. | 2,936,151 | $142.9M | 0.00% | +2,936,151 | New |
| Clearbridge Investments, LLC | 2,276,014 | $110.8M | 0.09% | +5,018+0.2% | Added |
| Macquarie Group Ltd | 2,151,215 | $104.7M | 0.11% | −63,184−2.9% | Reduced |
| American Century Companies Inc | 1,820,372 | $88.6M | 0.05% | +409,818+29.1% | Added |
| Dimensional Fund Advisors LP | 1,202,601 | $58.5M | 0.01% | +34,287+2.9% | Added |
| Pertento Partners LLP | 910,943 | $44.3M | 5.40% | +17,855+2.0% | Added |
| Bank of America Corp | 881,678 | $42.9M | 0.00% | +2,114+0.2% | Added |
| State Street Corp | 779,075 | $37.9M | 0.00% | +21,805+2.9% | Added |
| Geode Capital Management, LLC | 755,017 | $36.8M | 0.00% | +4,226+0.6% | Added |
| Morgan Stanley | 699,666 | $34.1M | 0.00% | +266,094+61.4% | Added |
| Charles Schwab Investment Management Inc | 571,947 | $27.8M | 0.01% | +41,749+7.9% | Added |
| Cooke & Bieler LP | 487,223 | $23.7M | 0.22% | +487,223 | New |
| First Trust Advisors LP | 463,512 | $22.6M | 0.02% | +387,917+513.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 444,387 | $21.6M | 0.05% | +14,337+3.3% | Added |
| Janus Henderson Group PLC | 347,475 | $16.9M | 0.01% | −230,689−39.9% | Reduced |
| Standard Life Aberdeen plc | 338,938 | $16.5M | 0.03% | +16,681+5.2% | Added |
| Northern Trust Corp | 302,552 | $14.7M | 0.00% | −15,256−4.8% | Reduced |
| Goldman Sachs Group Inc | 274,278 | $13.4M | 0.00% | −46,648−14.5% | Reduced |
| Penn Capital Management Co Inc | 258,839 | $12.6M | 1.16% | −24,516−8.7% | Reduced |
| Bank of New York Mellon Corp | 255,786 | $12.5M | 0.00% | −19,577−7.1% | Reduced |
| Wells Fargo & Company | 251,311 | $12.2M | 0.00% | −61,767−19.7% | Reduced |
| Deutsche Bank AG | 238,216 | $11.6M | 0.00% | −609−0.3% | Reduced |
| Two Sigma Advisers, LP | 237,785 | $11.6M | 0.03% | +63,500+36.4% | Added |
| Guggenheim Capital LLC | 228,587 | $11.1M | 0.08% | −4,170−1.8% | Reduced |
| Two Sigma Investments, LP | 214,907 | $10.5M | 0.02% | +96,261+81.1% | Added |
| First Eagle Investment Management, LLC | 203,093 | $9.89M | 0.02% | −7,200−3.4% | Reduced |
| Panagora Asset Management Inc | 197,304 | $9.60M | 0.05% | −1,770−0.9% | Reduced |
| Fisher Asset Management, LLC | 196,895 | $9.58M | 0.00% | +25,413+14.8% | Added |
| Assenagon Asset Management S.A. | 194,102 | $9.45M | 0.02% | +126,244+186.0% | Added |
| Loews Corp | 175,400 | $8.54M | 0.07% | +45,400+34.9% | Added |
| New York State Common Retirement Fund | 168,366 | $8.20M | 0.01% | −15,567−8.5% | Reduced |
| Ameriprise Financial Inc | 155,580 | $7.57M | 0.00% | −3,732−2.3% | Reduced |
| Balyasny Asset Management LLC | 138,797 | $6.76M | 0.02% | +132,173+1,995.4% | Added |
| Brandywine Global Investment Management, LLC | 128,445 | $6.75M | 0.04% | −3,571−2.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 135,659 | $6.60M | 0.08% | −3,382−2.4% | Reduced |
| Nuveen Asset Management, LLC | 130,280 | $6.34M | 0.00% | +126+0.1% | Added |
| Algert Global LLC | 123,498 | $6.01M | 0.16% | +35,503+40.3% | Added |
| Norges Bank | 117,497 | $5.72M | 0.00% | −125,816−51.7% | Reduced |
| Kennedy Capital Management, Inc. | 111,435 | $5.42M | 0.12% | +1,781+1.6% | Added |
| Segall Bryant & Hamill, LLC | 100,566 | $4.90M | 0.07% | +664+0.7% | Added |
| Foundry Partners, LLC | 94,335 | $4.59M | 0.23% | +4,256+4.7% | Added |
| UBS Group AG | 85,942 | $4.18M | 0.00% | −41,664−32.7% | Reduced |
| Bokf, NA | 82,008 | $4.02M | 0.07% | −2,631−3.1% | Reduced |
| Stifel Financial Corp | 82,304 | $4.01M | 0.00% | −6,231−7.0% | Reduced |
| Invesco Ltd. | 80,752 | $3.93M | 0.00% | −414,875−83.7% | Reduced |
| Wedge Capital Management L L P | 76,775 | $3.74M | 0.06% | −5,547−6.7% | Reduced |
| Qube Research & Technologies Ltd | 72,036 | $3.51M | 0.01% | −116,731−61.8% | Reduced |
| Bridgewater Associates, LP | 71,671 | $3.49M | 0.02% | +71,671 | New |
| Shelton Capital Management | 70,478 | $3.43M | 0.09% | −10,000−12.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 67,684 | $3.29M | 0.29% | −31,724−31.9% | Reduced |
| State of Wisconsin Investment Board | 66,099 | $3.22M | 0.01% | −2,300−3.4% | Reduced |
| Advisors Asset Management, Inc. | 64,608 | $3.15M | 0.06% | +3,832+6.3% | Added |
| Swiss National Bank | 64,200 | $3.13M | 0.00% | −400−0.6% | Reduced |
| Royal Bank of Canada | 63,387 | $3.09M | 0.00% | +17,499+38.1% | Added |
| Cubist Systematic Strategies, LLC | 63,370 | $3.08M | 0.05% | +143+0.2% | Added |
| HRT Financial LP | 62,888 | $3.06M | 0.02% | +27,637+78.4% | Added |
| UBS Asset Management Americas Inc | 61,802 | $3.01M | 0.00% | −8,862−12.5% | Reduced |
| Barclays PLC | 61,018 | $2.97M | 0.00% | +39,617+185.1% | Added |
| Millennium Management LLC | 56,462 | $2.75M | 0.00% | −77,092−57.7% | Reduced |
| TT International Asset Management LTD | 54,783 | $2.67M | 0.33% | +48,063+715.2% | Added |
| Victory Capital Management Inc | 51,532 | $2.51M | 0.00% | +41,412+409.2% | Added |
| Sit Investment Associates Inc | 50,365 | $2.45M | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 50,107 | $2.44M | 0.03% | −17,010−25.3% | Reduced |
| Icon Advisers Inc | 46,000 | $2.24M | 0.47% | 00.0% | Unchanged |
| Rhumbline Advisers | 44,933 | $2.19M | 0.00% | −1,758−3.8% | Reduced |
| BNP Paribas Arbitrage, SA | 44,175 | $2.15M | 0.00% | +2,238+5.3% | Added |
| Allianz Asset Management GmbH | 42,261 | $2.06M | 0.00% | −37,144−46.8% | Reduced |
| Raymond James & Associates | 42,181 | $2.05M | 0.00% | −6,081−12.6% | Reduced |
| Federated Hermes, Inc. | 40,943 | $1.99M | 0.00% | −5,407−11.7% | Reduced |
| Voloridge Investment Management, LLC | 40,619 | $1.98M | 0.01% | −27,637−40.5% | Reduced |
| CI Private Wealth, LLC | 40,482 | $1.97M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 39,005 | $1.90M | 0.00% | +1,713+4.6% | Added |
| Susquehanna International Group, LLP | 38,483 | $1.87M | 0.00% | −26,475−40.8% | Reduced |
| Legal & General Group Plc | 37,405 | $1.82M | 0.00% | +5,168+16.0% | Added |
| Cozad Asset Management Inc | 37,331 | $1.82M | 0.17% | −3,700−9.0% | Reduced |
| Polaris Capital Management, LLC | 37,000 | $1.80M | 0.09% | +18,400+98.9% | Added |
| Oliver Luxxe Assets LLC | 36,721 | $1.79M | 0.32% | +16,212+79.0% | Added |
| Gamco Investors, Inc. Et Al | 36,000 | $1.75M | 0.02% | +500+1.4% | Added |
| Wealthspire Advisors, LLC | 35,962 | $1.75M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 33,939 | $1.65M | 0.03% | −10,341−23.4% | Reduced |
| Alliancebernstein L.P. | 33,299 | $1.62M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 32,284 | $1.57M | 0.03% | +22,450+228.3% | Added |
| Westwood Holdings Group Inc. | 31,966 | $1.56M | 0.01% | +31,966 | New |
| California State Teachers Retirement System | 31,061 | $1.51M | 0.00% | −923−2.9% | Reduced |
| Comerica Bank | 28,293 | $1.38M | 0.01% | +1,538+5.7% | Added |
| JPMorgan Chase & Co | 28,079 | $1.37M | 0.00% | +55+0.2% | Added |
| Harbour Capital Advisors, LLC | 26,110 | $1.36M | 0.31% | +1,020+4.1% | Added |
| Jane Street Group, LLC | 26,792 | $1.30M | 0.00% | −16,641−38.3% | Reduced |
| Private Capital Management, LLC | 26,400 | $1.29M | 0.14% | +26,400 | New |
| LSV Asset Management | 26,100 | $1.27M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $1.22M | 0.01% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 25,000 | $1.22M | 0.79% | +25,000 | New |
| Citigroup Inc | 24,427 | $1.19M | 0.00% | +6,463+36.0% | Added |
| Great West Life Assurance Co | 23,947 | $1.17M | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 23,343 | $1.14M | 0.07% | −121−0.5% | Reduced |
| LPL Financial LLC | 22,825 | $1.11M | 0.00% | +657+3.0% | Added |
| Campbell & CO Investment Adviser LLC | 22,766 | $1.11M | 0.08% | −13,251−36.8% | Reduced |
| Keeley-Teton Advisors, LLC | 22,079 | $1.07M | 0.12% | +22,079 | New |
| Price T Rowe Associates Inc | 21,807 | $1.06M | 0.00% | +291+1.4% | Added |