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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 159 | $7.74K | 0.00% | +128+412.9% | Added |
| Quarry LP | 149 | $7.25K | 0.00% | −95−38.9% | Reduced |
| Farther Finance Advisors, LLC | 142 | $6.93K | 0.00% | +1+0.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 134 | $6.52K | 0.00% | +65+94.2% | Added |
| Lindbrook Capital, LLC | 121 | $5.89K | 0.00% | +1+0.8% | Added |
| Capital Analysts, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Avion Wealth | 100 | $4.00K | 0.00% | +100 | New |
| Allspring Global Investments Holdings, LLC | 74 | $3.60K | 0.00% | −2,536−97.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 73 | $3.55K | 0.00% | +73 | New |
| Rothschild Investment LLC | 55 | $2.68K | 0.00% | +45+450.0% | Added |
| Global Retirement Partners, LLC | 52 | $2.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 47 | $2.31K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 39 | $1.90K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 25 | $1.22K | 0.00% | +25 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | +19+211.1% | Added |
| Bessemer Group Inc | 25 | $1.00K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 17 | $817 | 0.00% | +17 | New |
| Creekmur Asset Management LLC | 14 | $682 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 8 | $390 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $292 | 0.00% | +6 | New |
| Capital Performance Advisors LLP | 5 | $243 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $195 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $147 | 0.00% | −3−50.0% | Reduced |
| Claris Advisors, LLC | 1 | $49 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −107,774−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −64,240−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −43,569−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −41,823−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −33,832−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,104−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,643−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −11,369−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,091−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,611−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,039−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |