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 |
|---|---|---|---|---|---|
| Klein Pavlis & Peasley Financial, Inc. | 11,915 | $580.0K | 0.46% | +11,915 | New |
| BTC Capital Management, Inc. | 12,051 | $586.6K | 0.05% | +2,549+26.8% | Added |
| Repertoire Partners LP | 13,909 | $677.1K | 0.93% | +13,909 | New |
| Boothbay Fund Management, LLC | 14,131 | $687.9K | 0.02% | +14,131 | New |
| Quantbot Technologies LP | 15,084 | $734.3K | 0.03% | −24,514−61.9% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $782.0K | 0.08% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 17,019 | $828.5K | 0.31% | −7,214−29.8% | Reduced |
| JustInvest LLC | 17,125 | $833.6K | 0.01% | +4,794+38.9% | Added |
| Corebridge Financial, Inc. | 17,251 | $839.8K | 0.00% | −106−0.6% | Reduced |
| Access Financial Services, Inc. | 17,421 | $848.1K | 0.39% | −4,252−19.6% | Reduced |
| ClariVest Asset Management LLC | 19,249 | $850.2K | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,084 | $880.3K | 0.00% | −259−1.4% | Reduced |
| Verition Fund Management LLC | 18,353 | $893.4K | 0.01% | −2,897−13.6% | Reduced |
| MetLife Investment Management | 18,382 | $894.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,743 | $912.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,051 | $927.4K | 0.00% | +5,186+37.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,590 | $953.6K | 0.00% | −695−3.4% | Reduced |
| Gsa Capital Partners LLP | 19,778 | $963.0K | 0.07% | −28,483−59.0% | Reduced |
| RBF Capital, LLC | 20,000 | $973.6K | 0.05% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 20,000 | $973.6K | 0.56% | +20,000 | New |
| Danske Bank A/S | 20,557 | $1.00M | 0.00% | +20,493+32,020.3% | Added |
| EFG Asset Management (North America) Corp. | 20,734 | $1.01M | 0.17% | +20,734 | New |
| Versor Investments LP | 20,781 | $1.01M | 0.16% | +9,616+86.1% | Added |
| Semanteon Capital Management, LP | 21,103 | $1.03M | 0.70% | +14,710+230.1% | Added |
| NorthCrest Asset Manangement, LLC | 21,800 | $1.06M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 21,807 | $1.06M | 0.00% | +291+1.4% | Added |
| Keeley-Teton Advisors, LLC | 22,079 | $1.07M | 0.12% | +22,079 | New |
| Campbell & CO Investment Adviser LLC | 22,766 | $1.11M | 0.08% | −13,251−36.8% | Reduced |
| LPL Financial LLC | 22,825 | $1.11M | 0.00% | +657+3.0% | Added |
| Summit Global Investments | 23,343 | $1.14M | 0.07% | −121−0.5% | Reduced |
| Great West Life Assurance Co | 23,947 | $1.17M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 24,427 | $1.19M | 0.00% | +6,463+36.0% | Added |
| 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 |
| LSV Asset Management | 26,100 | $1.27M | 0.00% | 00.0% | Unchanged |
| Private Capital Management, LLC | 26,400 | $1.29M | 0.14% | +26,400 | New |
| Jane Street Group, LLC | 26,792 | $1.30M | 0.00% | −16,641−38.3% | Reduced |
| Harbour Capital Advisors, LLC | 26,110 | $1.36M | 0.31% | +1,020+4.1% | Added |
| JPMorgan Chase & Co | 28,079 | $1.37M | 0.00% | +55+0.2% | Added |
| Comerica Bank | 28,293 | $1.38M | 0.01% | +1,538+5.7% | Added |
| California State Teachers Retirement System | 31,061 | $1.51M | 0.00% | −923−2.9% | Reduced |
| Westwood Holdings Group Inc. | 31,966 | $1.56M | 0.01% | +31,966 | New |
| Jump Financial, LLC | 32,284 | $1.57M | 0.03% | +22,450+228.3% | Added |
| Alliancebernstein L.P. | 33,299 | $1.62M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 33,939 | $1.65M | 0.03% | −10,341−23.4% | Reduced |
| Wealthspire Advisors, LLC | 35,962 | $1.75M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 36,000 | $1.75M | 0.02% | +500+1.4% | Added |
| Oliver Luxxe Assets LLC | 36,721 | $1.79M | 0.32% | +16,212+79.0% | Added |
| Polaris Capital Management, LLC | 37,000 | $1.80M | 0.09% | +18,400+98.9% | Added |
| Cozad Asset Management Inc | 37,331 | $1.82M | 0.17% | −3,700−9.0% | Reduced |
| Legal & General Group Plc | 37,405 | $1.82M | 0.00% | +5,168+16.0% | Added |
| Susquehanna International Group, LLP | 38,483 | $1.87M | 0.00% | −26,475−40.8% | Reduced |
| Russell Investments Group, Ltd. | 39,005 | $1.90M | 0.00% | +1,713+4.6% | Added |
| CI Private Wealth, LLC | 40,482 | $1.97M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 40,619 | $1.98M | 0.01% | −27,637−40.5% | Reduced |
| Federated Hermes, Inc. | 40,943 | $1.99M | 0.00% | −5,407−11.7% | Reduced |
| Raymond James & Associates | 42,181 | $2.05M | 0.00% | −6,081−12.6% | Reduced |
| Allianz Asset Management GmbH | 42,261 | $2.06M | 0.00% | −37,144−46.8% | Reduced |
| BNP Paribas Arbitrage, SA | 44,175 | $2.15M | 0.00% | +2,238+5.3% | Added |
| Rhumbline Advisers | 44,933 | $2.19M | 0.00% | −1,758−3.8% | Reduced |
| Icon Advisers Inc | 46,000 | $2.24M | 0.47% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 50,107 | $2.44M | 0.03% | −17,010−25.3% | Reduced |
| Sit Investment Associates Inc | 50,365 | $2.45M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 51,532 | $2.51M | 0.00% | +41,412+409.2% | Added |
| TT International Asset Management LTD | 54,783 | $2.67M | 0.33% | +48,063+715.2% | Added |
| Millennium Management LLC | 56,462 | $2.75M | 0.00% | −77,092−57.7% | Reduced |
| Barclays PLC | 61,018 | $2.97M | 0.00% | +39,617+185.1% | Added |
| UBS Asset Management Americas Inc | 61,802 | $3.01M | 0.00% | −8,862−12.5% | Reduced |
| HRT Financial LP | 62,888 | $3.06M | 0.02% | +27,637+78.4% | Added |
| Cubist Systematic Strategies, LLC | 63,370 | $3.08M | 0.05% | +143+0.2% | Added |
| Royal Bank of Canada | 63,387 | $3.09M | 0.00% | +17,499+38.1% | Added |
| Swiss National Bank | 64,200 | $3.13M | 0.00% | −400−0.6% | Reduced |
| Advisors Asset Management, Inc. | 64,608 | $3.15M | 0.06% | +3,832+6.3% | Added |
| State of Wisconsin Investment Board | 66,099 | $3.22M | 0.01% | −2,300−3.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 67,684 | $3.29M | 0.29% | −31,724−31.9% | Reduced |
| Shelton Capital Management | 70,478 | $3.43M | 0.09% | −10,000−12.4% | Reduced |
| Bridgewater Associates, LP | 71,671 | $3.49M | 0.02% | +71,671 | New |
| Qube Research & Technologies Ltd | 72,036 | $3.51M | 0.01% | −116,731−61.8% | Reduced |
| Wedge Capital Management L L P | 76,775 | $3.74M | 0.06% | −5,547−6.7% | Reduced |
| Invesco Ltd. | 80,752 | $3.93M | 0.00% | −414,875−83.7% | Reduced |
| Stifel Financial Corp | 82,304 | $4.01M | 0.00% | −6,231−7.0% | Reduced |
| Bokf, NA | 82,008 | $4.02M | 0.07% | −2,631−3.1% | Reduced |
| UBS Group AG | 85,942 | $4.18M | 0.00% | −41,664−32.7% | Reduced |
| Foundry Partners, LLC | 94,335 | $4.59M | 0.23% | +4,256+4.7% | Added |
| Segall Bryant & Hamill, LLC | 100,566 | $4.90M | 0.07% | +664+0.7% | Added |
| Kennedy Capital Management, Inc. | 111,435 | $5.42M | 0.12% | +1,781+1.6% | Added |
| Norges Bank | 117,497 | $5.72M | 0.00% | −125,816−51.7% | Reduced |
| Algert Global LLC | 123,498 | $6.01M | 0.16% | +35,503+40.3% | Added |
| Nuveen Asset Management, LLC | 130,280 | $6.34M | 0.00% | +126+0.1% | Added |
| Gilder Gagnon Howe & Co LLC | 135,659 | $6.60M | 0.08% | −3,382−2.4% | Reduced |
| Brandywine Global Investment Management, LLC | 128,445 | $6.75M | 0.04% | −3,571−2.7% | Reduced |
| Balyasny Asset Management LLC | 138,797 | $6.76M | 0.02% | +132,173+1,995.4% | Added |
| Ameriprise Financial Inc | 155,580 | $7.57M | 0.00% | −3,732−2.3% | Reduced |
| New York State Common Retirement Fund | 168,366 | $8.20M | 0.01% | −15,567−8.5% | Reduced |
| Loews Corp | 175,400 | $8.54M | 0.07% | +45,400+34.9% | Added |
| Assenagon Asset Management S.A. | 194,102 | $9.45M | 0.02% | +126,244+186.0% | Added |
| Fisher Asset Management, LLC | 196,895 | $9.58M | 0.00% | +25,413+14.8% | Added |
| Panagora Asset Management Inc | 197,304 | $9.60M | 0.05% | −1,770−0.9% | Reduced |
| First Eagle Investment Management, LLC | 203,093 | $9.89M | 0.02% | −7,200−3.4% | Reduced |
| Two Sigma Investments, LP | 214,907 | $10.5M | 0.02% | +96,261+81.1% | Added |