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, Q4 2024
Institutional positions in H&E Equipment Services, Inc. as of Dec 31, 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
- 198
- −23 vs. Q3 2024
- Shares held
- 30.7M
- +1.88M (+6.5%) vs. Q3 2024
- Total value
- $1.50B
- +$99.0M (+7.0%) vs. Q3 2024
- New holders
- 27
- 73 more added
- Sold out
- 50
- 64 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,679,763 | $180.2M | 0.00% | −145,008−3.8% | Reduced |
| BlackRock, Inc. | 2,848,619 | $139.5M | 0.00% | −87,532−3.0% | Reduced |
| Macquarie Group Ltd | 2,243,103 | $109.8M | 0.13% | +91,888+4.3% | Added |
| American Century Companies Inc | 2,134,252 | $104.5M | 0.06% | +313,880+17.2% | Added |
| Clearbridge Investments, LLC | 2,119,455 | $103.8M | 0.08% | −156,559−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,201,877 | $58.8M | 0.01% | −724−0.1% | Reduced |
| Pertento Partners LLP | 1,030,094 | $50.4M | 5.19% | +119,151+13.1% | Added |
| Westwood Holdings Group Inc. | 855,476 | $41.9M | 0.32% | +823,510+2,576.2% | Added |
| State Street Corp | 797,696 | $39.1M | 0.00% | +18,621+2.4% | Added |
| Bank of America Corp | 777,727 | $38.1M | 0.00% | −103,951−11.8% | Reduced |
| Geode Capital Management, LLC | 748,811 | $36.7M | 0.00% | −6,206−0.8% | Reduced |
| Victory Capital Management Inc | 689,911 | $33.8M | 0.03% | +638,379+1,238.8% | Added |
| First Trust Advisors LP | 623,488 | $30.5M | 0.03% | +159,976+34.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 587,817 | $28.8M | 0.27% | +587,817 | New |
| Charles Schwab Investment Management Inc | 535,589 | $26.2M | 0.00% | −36,358−6.4% | Reduced |
| Goldman Sachs Group Inc | 492,983 | $24.1M | 0.00% | +218,705+79.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 469,565 | $23.0M | 0.05% | +25,178+5.7% | Added |
| Cooke & Bieler LP | 462,539 | $22.6M | 0.22% | −24,684−5.1% | Reduced |
| Voya Investment Management LLC | 424,809 | $20.8M | 0.02% | +414,226+3,914.1% | Added |
| UBS Group AG | 400,273 | $19.6M | 0.00% | +314,331+365.7% | Added |
| Morgan Stanley | 376,153 | $18.4M | 0.00% | −323,513−46.2% | Reduced |
| Standard Life Aberdeen plc | 352,615 | $17.3M | 0.03% | +13,677+4.0% | Added |
| Fisher Asset Management, LLC | 348,656 | $17.1M | 0.01% | +151,761+77.1% | Added |
| Janus Henderson Group PLC | 347,475 | $17.0M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 330,310 | $16.2M | 0.00% | +27,758+9.2% | Added |
| First Eagle Investment Management, LLC | 269,493 | $13.2M | 0.03% | +66,400+32.7% | Added |
| Wells Fargo & Company | 268,301 | $13.1M | 0.00% | +16,990+6.8% | Added |
| Bank of New York Mellon Corp | 248,513 | $12.2M | 0.00% | −7,273−2.8% | Reduced |
| Deutsche Bank AG | 247,070 | $12.1M | 0.00% | +8,854+3.7% | Added |
| Penn Capital Management Co Inc | 210,718 | $10.3M | 1.01% | −48,121−18.6% | Reduced |
| Two Sigma Advisers, LP | 208,385 | $10.2M | 0.02% | −29,400−12.4% | Reduced |
| Ameriprise Financial Inc | 160,621 | $7.86M | 0.00% | +5,041+3.2% | Added |
| New York State Common Retirement Fund | 157,442 | $7.71M | 0.01% | −10,924−6.5% | Reduced |
| Invesco Ltd. | 153,291 | $7.51M | 0.00% | +72,539+89.8% | Added |
| Two Sigma Investments, LP | 147,929 | $7.24M | 0.02% | −66,978−31.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 135,487 | $6.63M | 0.07% | −172−0.1% | Reduced |
| Nuveen Asset Management, LLC | 130,881 | $6.41M | 0.00% | +601+0.5% | Added |
| Brandywine Global Investment Management, LLC | 122,745 | $6.01M | 0.04% | −5,700−4.4% | Reduced |
| SEI Investments Co | 119,542 | $5.85M | 0.01% | +119,542 | New |
| Bridgewater Associates, LP | 118,736 | $5.81M | 0.03% | +47,065+65.7% | Added |
| Natixis Advisors, L.P. | 118,643 | $5.81M | 0.01% | +118,643 | New |
| Panagora Asset Management Inc | 106,383 | $5.21M | 0.02% | −90,921−46.1% | Reduced |
| Norges Bank | 104,391 | $5.11M | 0.00% | −13,106−11.2% | Reduced |
| Foundry Partners, LLC | 100,432 | $4.92M | 0.25% | +6,097+6.5% | Added |
| Segall Bryant & Hamill, LLC | 87,613 | $4.29M | 0.06% | −12,953−12.9% | Reduced |
| UBS Asset Management Americas Inc | 78,203 | $3.83M | 0.00% | +16,401+26.5% | Added |
| Advisors Asset Management, Inc. | 76,483 | $3.74M | 0.07% | +11,875+18.4% | Added |
| Wedge Capital Management L L P | 75,690 | $3.71M | 0.07% | −1,085−1.4% | Reduced |
| Raymond James Financial Inc | 74,333 | $3.64M | 0.00% | +74,333 | New |
| JPMorgan Chase & Co | 74,184 | $3.63M | 0.00% | +46,105+164.2% | Added |
| State of Wisconsin Investment Board | 72,337 | $3.54M | 0.01% | +6,238+9.4% | Added |
| Bokf, NA | 79,933 | $3.51M | 0.06% | −2,075−2.5% | Reduced |
| Stifel Financial Corp | 67,874 | $3.32M | 0.00% | −14,430−17.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 67,236 | $3.29M | 0.31% | −448−0.7% | Reduced |
| Swiss National Bank | 64,600 | $3.16M | 0.00% | +400+0.6% | Added |
| Barclays PLC | 63,583 | $3.11M | 0.00% | +2,565+4.2% | Added |
| Kennedy Capital Management, Inc. | 58,680 | $2.87M | 0.06% | −52,755−47.3% | Reduced |
| Federated Hermes, Inc. | 55,183 | $2.70M | 0.01% | +14,240+34.8% | Added |
| TT International Asset Management LTD | 53,420 | $2.62M | 0.38% | −1,363−2.5% | Reduced |
| EFG Asset Management (North America) Corp. | 50,484 | $2.47M | 0.34% | +29,750+143.5% | Added |
| Sit Investment Associates Inc | 50,365 | $2.47M | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,535 | $2.38M | 0.00% | −14,852−23.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 45,752 | $2.24M | 0.65% | +45,752 | New |
| Rhumbline Advisers | 45,678 | $2.24M | 0.00% | +745+1.7% | Added |
| Susquehanna International Group, LLP | 42,741 | $2.09M | 0.00% | +4,258+11.1% | Added |
| Allianz Asset Management GmbH | 41,608 | $2.04M | 0.00% | −653−1.5% | Reduced |
| CI Private Wealth, LLC | 40,482 | $1.98M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 39,692 | $1.94M | 0.00% | +2,287+6.1% | Added |
| HSBC Holdings PLC | 37,585 | $1.85M | 0.00% | +32,286+609.3% | Added |
| Russell Investments Group, Ltd. | 37,107 | $1.82M | 0.00% | −1,898−4.9% | Reduced |
| Polaris Capital Management, LLC | 37,000 | $1.81M | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 36,960 | $1.81M | 0.17% | −371−1.0% | Reduced |
| Oliver Luxxe Assets LLC | 36,721 | $1.79M | 0.32% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 36,199 | $1.77M | 0.00% | +2,900+8.7% | Added |
| Wealthspire Advisors, LLC | 35,966 | $1.76M | 0.02% | +40.0% | Added |
| Citigroup Inc | 35,952 | $1.76M | 0.00% | +11,525+47.2% | Added |
| Gamco Investors, Inc. Et Al | 35,500 | $1.74M | 0.02% | −500−1.4% | Reduced |
| Shelton Capital Management | 35,367 | $1.73M | 0.04% | −35,111−49.8% | Reduced |
| Public Employees Retirement System of Ohio | 32,824 | $1.61M | 0.01% | +32,023+3,997.9% | Added |
| Keeley-Teton Advisors, LLC | 31,050 | $1.52M | 0.18% | +8,971+40.6% | Added |
| California State Teachers Retirement System | 30,691 | $1.50M | 0.00% | −370−1.2% | Reduced |
| Balyasny Asset Management LLC | 30,216 | $1.48M | 0.00% | −108,581−78.2% | Reduced |
| Algert Global LLC | 30,173 | $1.48M | 0.03% | −93,325−75.6% | Reduced |
| Comerica Bank | 28,275 | $1.38M | 0.01% | −18−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 28,045 | $1.37M | 0.31% | +1,935+7.4% | Added |
| Perbak Capital Partners LLP | 27,690 | $1.36M | 0.72% | +27,690 | New |
| Gabelli Funds LLC | 25,000 | $1.22M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,953 | $1.17M | 0.00% | +2,146+9.8% | Added |
| Great West Life Assurance Co | 23,947 | $1.17M | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 21,800 | $1.07M | 0.03% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 20,976 | $1.03M | 0.46% | +3,555+20.4% | Added |
| Private Capital Management, LLC | 20,500 | $1.00M | 0.11% | −5,900−22.3% | Reduced |
| RBF Capital, LLC | 20,000 | $979.2K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 19,520 | $955.7K | 0.01% | +1,138+6.2% | Added |
| LPL Financial LLC | 18,426 | $902.1K | 0.00% | −4,399−19.3% | Reduced |
| Janney Montgomery Scott LLC | 17,743 | $869.0K | 0.00% | −1,000−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 17,573 | $860.4K | 0.00% | −511−2.8% | Reduced |
| Intech Investment Management LLC | 17,179 | $841.1K | 0.01% | +10,138+144.0% | Added |
| Danske Bank A/S | 16,279 | $797.0K | 0.00% | −4,278−20.8% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $786.0K | 0.08% | 00.0% | Unchanged |