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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 1 | $49 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $147 | 0.00% | −3−50.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $195 | 0.00% | −1−20.0% | Reduced |
| Capital Performance Advisors LLP | 5 | $243 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $292 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 8 | $390 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 14 | $682 | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 17 | $817 | 0.00% | +17 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | +19+211.1% | Added |
| Bessemer Group Inc | 25 | $1.00K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 25 | $1.22K | 0.00% | +25 | New |
| Sterling Capital Management LLC | 39 | $1.90K | 0.00% | +39 | New |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 47 | $2.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $2.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.68K | 0.00% | +45+450.0% | Added |
| Northwestern Mutual Wealth Management Co | 73 | $3.55K | 0.00% | +73 | New |
| Allspring Global Investments Holdings, LLC | 74 | $3.60K | 0.00% | −2,536−97.2% | Reduced |
| Capital Analysts, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Avion Wealth | 100 | $4.00K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 121 | $5.89K | 0.00% | +1+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 134 | $6.52K | 0.00% | +65+94.2% | Added |
| Farther Finance Advisors, LLC | 142 | $6.93K | 0.00% | +1+0.7% | Added |
| Quarry LP | 149 | $7.25K | 0.00% | −95−38.9% | Reduced |
| GAMMA Investing LLC | 159 | $7.74K | 0.00% | +128+412.9% | Added |
| Venturi Wealth Management, LLC | 164 | $7.98K | 0.00% | +164 | New |
| BFSG, LLC | 180 | $8.76K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $8.86K | 0.00% | −9−4.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 207 | $10.0K | 0.00% | +207 | New |
| ORG Partners LLC | 250 | $12.2K | 0.00% | −4−1.6% | Reduced |
| Signaturefd, LLC | 267 | $13.0K | 0.00% | +83+45.1% | Added |
| Hemington Wealth Management | 258 | $13.0K | 0.00% | +258 | New |
| GWM Advisors LLC | 288 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 302 | $14.7K | 0.00% | +302 | New |
| McIlrath & Eck, LLC | 321 | $15.6K | 0.00% | +181+129.3% | Added |
| US Bancorp | 339 | $16.5K | 0.00% | −64−15.9% | Reduced |
| Byrne Asset Management LLC | 410 | $20.0K | 0.01% | +410 | New |
| Aster Capital Management (DIFC) Ltd | 551 | $26.8K | 0.01% | +551 | New |
| Steward Partners Investment Advisory, LLC | 664 | $32.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 707 | $34.4K | 0.01% | −995−58.5% | Reduced |
| STRS Ohio | 800 | $38.9K | 0.00% | +800 | New |
| Public Employees Retirement System of Ohio | 801 | $39.0K | 0.00% | +20+2.6% | Added |
| CWM, LLC | 964 | $47.0K | 0.00% | +32+3.4% | Added |
| Amalgamated Bank | 1,130 | $55.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,133 | $55.2K | 0.00% | −27−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,204 | $58.6K | 0.00% | −250−17.2% | Reduced |
| Meeder Asset Management Inc | 1,233 | $60.0K | 0.00% | −228−15.6% | Reduced |
| Point72 (DIFC) Ltd | 1,451 | $70.6K | 0.01% | −4,348−75.0% | Reduced |
| Acadian Asset Management LLC | 1,572 | $76.0K | 0.00% | +1,572 | New |
| FMR LLC | 1,602 | $78.0K | 0.00% | −62,777−97.5% | Reduced |
| Millburn Ridgefield Corp | 1,718 | $83.6K | 0.00% | +1,718 | New |
| Amica Retiree Medical Trust | 1,889 | $92.0K | 0.08% | +1,889 | New |
| Citadel Advisors LLC | 2,406 | $117.1K | 0.00% | −13,549−84.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,413 | $117.5K | 0.00% | +36+1.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,749 | $133.8K | 0.03% | +1,910+227.7% | Added |
| CIBC Private Wealth Group, LLC | 3,006 | $146.3K | 0.00% | −227−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,197 | $155.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,575 | $174.0K | 0.00% | +3,575 | New |
| Point72 Asset Management, L.P. | 4,000 | $194.7K | 0.00% | −600−13.0% | Reduced |
| Shell Asset Management Co | 4,119 | $201.0K | 0.01% | +4,119 | New |
| Y-Intercept (Hong Kong) Ltd | 4,342 | $211.4K | 0.01% | −14,507−77.0% | Reduced |
| L.M. Kohn & Company | 4,450 | $216.6K | 0.05% | +4,450 | New |
| Numerai GP LLC | 4,611 | $224.5K | 0.06% | −10,910−70.3% | Reduced |
| Pictet Asset Management Holding SA | 4,639 | $225.8K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,813 | $234.3K | 0.13% | −135−2.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,150 | $246.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,090 | $247.8K | 0.00% | −23,299−82.1% | Reduced |
| Creative Planning | 5,226 | $254.4K | 0.00% | +5,226 | New |
| HSBC Holdings PLC | 5,299 | $255.7K | 0.00% | −590−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 5,309 | $258.0K | 0.00% | −1,567−22.8% | Reduced |
| Handelsbanken Fonder AB | 5,637 | $274.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,804 | $282.5K | 0.02% | +5,804 | New |
| Bryn Mawr Trust Co | 5,912 | $287.8K | 0.01% | +5,912 | New |
| ProShare Advisors LLC | 6,097 | $296.8K | 0.00% | +6,097 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,211 | $302.4K | 0.00% | −1,635−20.8% | Reduced |
| Bailard, Inc. | 6,300 | $306.7K | 0.01% | +1,700+37.0% | Added |
| AXA S.A. | 6,600 | $321.3K | 0.00% | −48,300−88.0% | Reduced |
| Cetera Investment Advisers | 6,734 | $327.8K | 0.00% | −2,132−24.0% | Reduced |
| Petrus Trust Company, LTA | 6,833 | $332.6K | 0.03% | −677−9.0% | Reduced |
| Envestnet Asset Management Inc | 6,839 | $332.9K | 0.00% | −6,579−49.0% | Reduced |
| Aquatic Capital Management LLC | 7,000 | $340.8K | 0.01% | −5,100−42.1% | Reduced |
| Crestwood Advisors Group LLC | 7,000 | $340.8K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,041 | $342.8K | 0.00% | +7,041 | New |
| Tower Research Capital LLC (TRC) | 7,289 | $354.8K | 0.01% | −768−9.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,445 | $362.4K | 0.08% | +731+10.9% | Added |
| ExodusPoint Capital Management, LP | 7,596 | $370.0K | 0.00% | +7,596 | New |
| Dynamic Technology Lab Private Ltd | 8,174 | $398.0K | 0.04% | +8,174 | New |
| Nisa Investment Advisors, LLC | 8,380 | $407.9K | 0.00% | +555+7.1% | Added |
| Franklin Resources Inc | 8,040 | $422.4K | 0.00% | +26+0.3% | Added |
| State Board of Administration of Florida Retirement System | 9,136 | $444.7K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 9,233 | $449.5K | 0.02% | +2,043+28.4% | Added |
| Arizona State Retirement System | 9,466 | $460.8K | 0.00% | +278+3.0% | Added |
| Diversified Trust Co | 10,041 | $488.8K | 0.01% | +14+0.1% | Added |
| Voya Investment Management LLC | 10,583 | $515.2K | 0.00% | −214−2.0% | Reduced |
| SG Americas Securities, LLC | 10,730 | $522.0K | 0.00% | −10,132−48.6% | Reduced |
| Holocene Advisors, LP | 10,767 | $524.1K | 0.00% | +10,767 | New |
| KG&L Capital Management,LLC | 11,126 | $541.6K | 0.17% | +11,126 | New |
| Lazard Asset Management LLC | 11,703 | $568.0K | 0.00% | −2,560−17.9% | Reduced |
| Jones Financial Companies LLLP | 11,998 | $576.6K | 0.00% | −523−4.2% | Reduced |