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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.

Q3 2024 vs. Q2 2024

How the institutions holding H&E Equipment Services, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of HEES: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2151225+11
Shares28.1M2.83M28.9M+3.62M (+14.3%)
Value$1.24B$125.1M$1.41B+$291.2M (+26.0%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held H&E Equipment Services, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to HEES in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.2,936,151$142.9M0.00%
Cooke & Bieler LP487,223$23.7M0.22%
Bridgewater Associates, LP71,671$3.49M0.02%
Westwood Holdings Group Inc.31,966$1.56M0.01%
Private Capital Management, LLC26,400$1.29M0.14%
Jade Capital Advisors, LLC25,000$1.22M0.79%
Keeley-Teton Advisors, LLC22,079$1.07M0.12%
EFG Asset Management (North America) Corp.20,734$1.01M0.17%
B. Riley Asset Management, LLC20,000$973.6K0.56%
Boothbay Fund Management, LLC14,131$687.9K0.02%
Repertoire Partners LP13,909$677.1K0.93%
Klein Pavlis & Peasley Financial, Inc.11,915$580.0K0.46%
KG&L Capital Management,LLC11,126$541.6K0.17%
Holocene Advisors, LP10,767$524.1K0.00%
Dynamic Technology Lab Private Ltd8,174$398.0K0.04%
ExodusPoint Capital Management, LP7,596$370.0K0.00%
Intech Investment Management LLC7,041$342.8K0.00%
ProShare Advisors LLC6,097$296.8K0.00%
Bryn Mawr Trust Co5,912$287.8K0.01%
Americana Partners, LLC5,804$282.5K0.02%
Creative Planning5,226$254.4K0.00%
L.M. Kohn & Company4,450$216.6K0.05%
Shell Asset Management Co4,119$201.0K0.01%
Walleye Capital LLC3,575$174.0K0.00%
Amica Retiree Medical Trust1,889$92.0K0.08%
Millburn Ridgefield Corp1,718$83.6K0.00%
Acadian Asset Management LLC1,572$76.0K0.00%
STRS Ohio800$38.9K0.00%
Aster Capital Management (DIFC) Ltd551$26.8K0.01%
Byrne Asset Management LLC410$20.0K0.01%
Prestige Wealth Management Group LLC302$14.7K0.00%
Hemington Wealth Management258$13.0K0.00%
Harbor Capital Advisors, Inc.207$10.0K0.00%
Venturi Wealth Management, LLC164$7.98K0.00%
Capital Analysts, LLC90$4.00K0.00%
Avion Wealth100$4.00K0.00%
Northwestern Mutual Wealth Management Co73$3.55K0.00%
Sterling Capital Management LLC39$1.90K0.00%
AdvisorNet Financial, Inc25$1.22K0.00%
Bessemer Group Inc25$1.00K0.00%
Smartleaf Asset Management LLC17$8170.00%
Creekmur Asset Management LLC14$6820.00%
Hexagon Capital Partners LLC6$2920.00%
Capital Performance Advisors LLP5$2430.00%
Claris Advisors, LLC1$490.00%

Sold out (34)

Institutions that held H&E Equipment Services, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of HEES in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
HST Ventures, LLC107,774$4.76M
Renaissance Group LLC64,240$2.84M
HighTower Advisors, LLC43,569$1.93M
Rovida Advisors Inc.41,823$1.85M
Renaissance Technologies LLC33,832$1.49M
Connor, Clark & Lunn Investment Management Ltd.33,104$1.46M
Centiva Capital, LP11,643$514.3K
Virtu Financial LLC11,602$512.0K
Nebula Research & Development LLC11,369$502.2K
Penn Mutual Asset Management, LLC8,450$373.2K
Alps Advisors Inc6,091$269.0K
Oxford Asset Management LLP5,924$261.7K
Omers Administration Corp5,900$260.6K
D. E. Shaw & Co., Inc.5,811$256.7K
Corton Capital Inc.5,611$247.8K
Edgestream Partners, L.P.5,409$238.9K
Teacher Retirement System of Texas5,136$227.0K
Scientech Research LLC4,598$203.1K
Walleye Trading LLC4,039$178.4K
EntryPoint Capital, LLC3,898$172.2K
Ashton Thomas Private Wealth, LLC3,240$143.1K
Quest Partners LLC2,472$109.2K
Simplex Trading, LLC1,202$53.0K
BOK Financial Private Wealth, Inc.922$40.7K
Proequities, Inc.914$40.4K
State of Wyoming901$39.8K
Whittier Trust Co of Nevada Inc374$16.5K
Gradient Investments LLC150$6.63K
Principal Securities, Inc.132$5.83K
Breakwater Investment Management125$5.52K
Tyler-Stone Wealth Management100$4.42K
Stephens Consulting, LLC28$1.24K
Innealta Capital, LLC24$1.06K
Valley National Advisers Inc25$1.00K

Not filed for Q3 2024 yet (1)

Institutions that held H&E Equipment Services, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEES in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.2,831,160$125.1M