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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 21,800 | $1.06M | 0.03% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 21,103 | $1.03M | 0.70% | +14,710+230.1% | Added |
| Versor Investments LP | 20,781 | $1.01M | 0.16% | +9,616+86.1% | Added |
| EFG Asset Management (North America) Corp. | 20,734 | $1.01M | 0.17% | +20,734 | New |
| Danske Bank A/S | 20,557 | $1.00M | 0.00% | +20,493+32,020.3% | Added |
| 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 |
| Gsa Capital Partners LLP | 19,778 | $963.0K | 0.07% | −28,483−59.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,590 | $953.6K | 0.00% | −695−3.4% | Reduced |
| Squarepoint Ops LLC | 19,051 | $927.4K | 0.00% | +5,186+37.4% | Added |
| Janney Montgomery Scott LLC | 18,743 | $912.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 18,382 | $894.8K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,353 | $893.4K | 0.01% | −2,897−13.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,084 | $880.3K | 0.00% | −259−1.4% | Reduced |
| ClariVest Asset Management LLC | 19,249 | $850.2K | 0.09% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 17,421 | $848.1K | 0.39% | −4,252−19.6% | Reduced |
| Corebridge Financial, Inc. | 17,251 | $839.8K | 0.00% | −106−0.6% | Reduced |
| JustInvest LLC | 17,125 | $833.6K | 0.01% | +4,794+38.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 17,019 | $828.5K | 0.31% | −7,214−29.8% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $782.0K | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 15,084 | $734.3K | 0.03% | −24,514−61.9% | Reduced |
| Boothbay Fund Management, LLC | 14,131 | $687.9K | 0.02% | +14,131 | New |
| Repertoire Partners LP | 13,909 | $677.1K | 0.93% | +13,909 | New |
| BTC Capital Management, Inc. | 12,051 | $586.6K | 0.05% | +2,549+26.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 11,915 | $580.0K | 0.46% | +11,915 | New |
| Jones Financial Companies LLLP | 11,998 | $576.6K | 0.00% | −523−4.2% | Reduced |
| Lazard Asset Management LLC | 11,703 | $568.0K | 0.00% | −2,560−17.9% | Reduced |
| KG&L Capital Management,LLC | 11,126 | $541.6K | 0.17% | +11,126 | New |
| Holocene Advisors, LP | 10,767 | $524.1K | 0.00% | +10,767 | New |
| SG Americas Securities, LLC | 10,730 | $522.0K | 0.00% | −10,132−48.6% | Reduced |
| Voya Investment Management LLC | 10,583 | $515.2K | 0.00% | −214−2.0% | Reduced |
| Diversified Trust Co | 10,041 | $488.8K | 0.01% | +14+0.1% | Added |
| Arizona State Retirement System | 9,466 | $460.8K | 0.00% | +278+3.0% | Added |
| Henshaw Capital LLC | 9,233 | $449.5K | 0.02% | +2,043+28.4% | Added |
| State Board of Administration of Florida Retirement System | 9,136 | $444.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,040 | $422.4K | 0.00% | +26+0.3% | Added |
| Nisa Investment Advisors, LLC | 8,380 | $407.9K | 0.00% | +555+7.1% | Added |
| Dynamic Technology Lab Private Ltd | 8,174 | $398.0K | 0.04% | +8,174 | New |
| ExodusPoint Capital Management, LP | 7,596 | $370.0K | 0.00% | +7,596 | New |
| Sherbrooke Park Advisers LLC | 7,445 | $362.4K | 0.08% | +731+10.9% | Added |
| Tower Research Capital LLC (TRC) | 7,289 | $354.8K | 0.01% | −768−9.5% | Reduced |
| Intech Investment Management LLC | 7,041 | $342.8K | 0.00% | +7,041 | New |
| 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 |
| Envestnet Asset Management Inc | 6,839 | $332.9K | 0.00% | −6,579−49.0% | Reduced |
| Petrus Trust Company, LTA | 6,833 | $332.6K | 0.03% | −677−9.0% | Reduced |
| Cetera Investment Advisers | 6,734 | $327.8K | 0.00% | −2,132−24.0% | Reduced |
| AXA S.A. | 6,600 | $321.3K | 0.00% | −48,300−88.0% | Reduced |
| Bailard, Inc. | 6,300 | $306.7K | 0.01% | +1,700+37.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,211 | $302.4K | 0.00% | −1,635−20.8% | Reduced |
| ProShare Advisors LLC | 6,097 | $296.8K | 0.00% | +6,097 | New |
| Bryn Mawr Trust Co | 5,912 | $287.8K | 0.01% | +5,912 | New |
| Americana Partners, LLC | 5,804 | $282.5K | 0.02% | +5,804 | New |
| Handelsbanken Fonder AB | 5,637 | $274.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,309 | $258.0K | 0.00% | −1,567−22.8% | Reduced |
| HSBC Holdings PLC | 5,299 | $255.7K | 0.00% | −590−10.0% | Reduced |
| Creative Planning | 5,226 | $254.4K | 0.00% | +5,226 | New |
| Schonfeld Strategic Advisors LLC | 5,090 | $247.8K | 0.00% | −23,299−82.1% | Reduced |
| DekaBank Deutsche Girozentrale | 5,150 | $246.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,813 | $234.3K | 0.13% | −135−2.7% | Reduced |
| Pictet Asset Management Holding SA | 4,639 | $225.8K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 4,611 | $224.5K | 0.06% | −10,910−70.3% | Reduced |
| L.M. Kohn & Company | 4,450 | $216.6K | 0.05% | +4,450 | New |
| Y-Intercept (Hong Kong) Ltd | 4,342 | $211.4K | 0.01% | −14,507−77.0% | Reduced |
| Shell Asset Management Co | 4,119 | $201.0K | 0.01% | +4,119 | New |
| Point72 Asset Management, L.P. | 4,000 | $194.7K | 0.00% | −600−13.0% | Reduced |
| Walleye Capital LLC | 3,575 | $174.0K | 0.00% | +3,575 | New |
| Ameritas Investment Partners, Inc. | 3,197 | $155.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,006 | $146.3K | 0.00% | −227−7.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,749 | $133.8K | 0.03% | +1,910+227.7% | Added |
| Advisor Group Holdings, Inc. | 2,413 | $117.5K | 0.00% | +36+1.5% | Added |
| Citadel Advisors LLC | 2,406 | $117.1K | 0.00% | −13,549−84.9% | Reduced |
| Amica Retiree Medical Trust | 1,889 | $92.0K | 0.08% | +1,889 | New |
| Millburn Ridgefield Corp | 1,718 | $83.6K | 0.00% | +1,718 | New |
| FMR LLC | 1,602 | $78.0K | 0.00% | −62,777−97.5% | Reduced |
| Acadian Asset Management LLC | 1,572 | $76.0K | 0.00% | +1,572 | New |
| Point72 (DIFC) Ltd | 1,451 | $70.6K | 0.01% | −4,348−75.0% | Reduced |
| Meeder Asset Management Inc | 1,233 | $60.0K | 0.00% | −228−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,204 | $58.6K | 0.00% | −250−17.2% | Reduced |
| Natixis | 1,133 | $55.2K | 0.00% | −27−2.3% | Reduced |
| Amalgamated Bank | 1,130 | $55.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 964 | $47.0K | 0.00% | +32+3.4% | Added |
| Public Employees Retirement System of Ohio | 801 | $39.0K | 0.00% | +20+2.6% | Added |
| STRS Ohio | 800 | $38.9K | 0.00% | +800 | New |
| Colonial Trust Co | 707 | $34.4K | 0.01% | −995−58.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 664 | $32.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 551 | $26.8K | 0.01% | +551 | New |
| Byrne Asset Management LLC | 410 | $20.0K | 0.01% | +410 | New |
| US Bancorp | 339 | $16.5K | 0.00% | −64−15.9% | Reduced |
| McIlrath & Eck, LLC | 321 | $15.6K | 0.00% | +181+129.3% | Added |
| Prestige Wealth Management Group LLC | 302 | $14.7K | 0.00% | +302 | New |
| GWM Advisors LLC | 288 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 258 | $13.0K | 0.00% | +258 | New |
| Signaturefd, LLC | 267 | $13.0K | 0.00% | +83+45.1% | Added |
| ORG Partners LLC | 250 | $12.2K | 0.00% | −4−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 207 | $10.0K | 0.00% | +207 | New |
| GPS Wealth Strategies Group, LLC | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $8.86K | 0.00% | −9−4.7% | Reduced |
| BFSG, LLC | 180 | $8.76K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 164 | $7.98K | 0.00% | +164 | New |