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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1 | $49 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $49 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $98 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $147 | 0.00% | −1−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $245 | 0.00% | +2+66.7% | Added |
| JFS Wealth Advisors, LLC | 8 | $392 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $441 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $490 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 6 | $530 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 11 | $539 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 17 | $832 | 0.00% | +11+183.3% | Added |
| Covestor Ltd | 30 | $1.00K | 0.00% | +2+7.1% | Added |
| Smartleaf Asset Management LLC | 24 | $1.18K | 0.00% | +7+41.2% | Added |
| WealthCollab, LLC | 25 | $1.22K | 0.00% | +25 | New |
| Mather Group, LLC. | 28 | $1.37K | 0.00% | +28 | New |
| Pin Oak Investment Advisors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48 | $2.38K | 0.00% | +1+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 50 | $2.45K | 0.00% | +50 | New |
| Rothschild Investment LLC | 65 | $3.18K | 0.00% | +10+18.2% | Added |
| SBI Securities Co., Ltd. | 67 | $3.28K | 0.00% | +67 | New |
| Global Retirement Partners, LLC | 71 | $3.46K | 0.00% | +19+36.5% | Added |
| Capital Analysts, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 104 | $5.09K | 0.00% | −45−30.2% | Reduced |
| Sterling Capital Management LLC | 120 | $5.88K | 0.00% | +81+207.7% | Added |
| Lindbrook Capital, LLC | 121 | $5.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $6.37K | 0.00% | +130 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 134 | $6.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $6.98K | 0.00% | +1+0.7% | Added |
| Venturi Wealth Management, LLC | 164 | $8.03K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 180 | $8.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $8.91K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 193 | $9.45K | 0.00% | +34+21.4% | Added |
| Orion Capital Management LLC | 203 | $9.94K | 0.00% | +203 | New |
| Harbor Capital Advisors, Inc. | 204 | $10.0K | 0.00% | −3−1.4% | Reduced |
| UMA Financial Services, Inc. | 220 | $10.8K | 0.00% | +220 | New |
| Hemington Wealth Management | 254 | $12.0K | 0.00% | −4−1.6% | Reduced |
| ORG Partners LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 279 | $13.7K | 0.00% | −9−3.1% | Reduced |
| Signaturefd, LLC | 306 | $15.0K | 0.00% | +39+14.6% | Added |
| US Bancorp | 339 | $16.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 360 | $17.6K | 0.01% | −50−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 576 | $28.2K | 0.00% | +503+689.0% | Added |
| Steward Partners Investment Advisory, LLC | 619 | $30.3K | 0.00% | −45−6.8% | Reduced |
| Simplex Trading, LLC | 667 | $32.0K | 0.00% | +667 | New |
| Colonial Trust Co | 710 | $34.8K | 0.01% | +3+0.4% | Added |
| STRS Ohio | 800 | $39.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 936 | $45.8K | 0.00% | −6,353−87.2% | Reduced |
| CWM, LLC | 992 | $49.0K | 0.00% | +28+2.9% | Added |
| Natixis | 1,119 | $54.8K | 0.00% | −14−1.2% | Reduced |
| Amalgamated Bank | 1,130 | $55.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,203 | $58.9K | 0.00% | −1−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,209 | $59.2K | 0.00% | −1,204−49.9% | Reduced |
| Meeder Asset Management Inc | 1,453 | $71.1K | 0.00% | +220+17.8% | Added |
| FMR LLC | 1,883 | $92.2K | 0.00% | +281+17.5% | Added |
| Amica Retiree Medical Trust | 1,889 | $93.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,197 | $156.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,172 | $190.1K | 0.00% | +1,166+38.8% | Added |
| Shell Asset Management Co | 4,119 | $202.0K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 4,300 | $210.5K | 0.00% | −2,300−34.8% | Reduced |
| Tudor Investment Corp Et Al | 4,308 | $210.9K | 0.00% | −45,799−91.4% | Reduced |
| L.M. Kohn & Company | 4,450 | $217.9K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,639 | $227.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,150 | $252.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,390 | $263.9K | 0.00% | −188,712−97.2% | Reduced |
| Creative Planning | 5,524 | $270.5K | 0.00% | +298+5.7% | Added |
| Jane Street Group, LLC | 5,669 | $277.6K | 0.00% | −21,123−78.8% | Reduced |
| Bryn Mawr Trust Co | 5,720 | $280.1K | 0.01% | −192−3.2% | Reduced |
| Americana Partners, LLC | 5,812 | $284.6K | 0.01% | +8+0.1% | Added |
| Commonwealth Equity Services, LLC | 6,108 | $299.0K | 0.00% | +799+15.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,211 | $304.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,400 | $313.3K | 0.00% | +6,400 | New |
| Handelsbanken Fonder AB | 6,637 | $325.0K | 0.00% | +1,000+17.7% | Added |
| Banco BTG Pactual S.A. | 7,000 | $338.4K | 0.08% | +7,000 | New |
| Crestwood Advisors Group LLC | 7,000 | $342.7K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,047 | $345.0K | 0.00% | +7,047 | New |
| Lazard Asset Management LLC | 7,337 | $358.0K | 0.00% | −4,366−37.3% | Reduced |
| Renaissance Technologies LLC | 7,332 | $359.0K | 0.00% | +7,332 | New |
| Cetera Investment Advisers | 7,595 | $371.9K | 0.00% | +861+12.8% | Added |
| Franklin Resources Inc | 7,980 | $390.7K | 0.00% | −60−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 8,380 | $410.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,087 | $444.9K | 0.00% | +2,990+49.0% | Added |
| State Board of Administration of Florida Retirement System | 9,136 | $447.3K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 9,233 | $452.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,426 | $461.5K | 0.00% | +2,587+37.8% | Added |
| Arizona State Retirement System | 9,523 | $466.2K | 0.00% | +57+0.6% | Added |
| Jennison Associates LLC | 10,170 | $497.9K | 0.00% | +10,170 | New |
| Diversified Trust Co | 10,615 | $519.7K | 0.01% | +574+5.7% | Added |
| KG&L Capital Management,LLC | 10,626 | $520.2K | 0.17% | −500−4.5% | Reduced |
| BTC Capital Management, Inc. | 10,918 | $534.5K | 0.05% | −1,133−9.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,410 | $558.6K | 0.00% | +6,320+124.2% | Added |
| BNP Paribas Arbitrage, SA | 11,874 | $581.4K | 0.00% | −32,301−73.1% | Reduced |
| Jones Financial Companies LLLP | 12,280 | $601.2K | 0.00% | +282+2.4% | Added |
| JustInvest LLC | 13,946 | $682.8K | 0.01% | −3,179−18.6% | Reduced |
| Lighthouse Investment Partners, LLC | 14,932 | $731.1K | 0.03% | +14,932 | New |
| Klein Pavlis & Peasley Financial, Inc. | 15,335 | $750.8K | 0.61% | +3,420+28.7% | Added |
| Corebridge Financial, Inc. | 16,040 | $785.3K | 0.00% | −1,211−7.0% | Reduced |
| Qube Research & Technologies Ltd | 16,049 | $785.8K | 0.00% | −55,987−77.7% | Reduced |
| Amica Mutual Insurance Co | 16,058 | $786.0K | 0.08% | 00.0% | Unchanged |
| Danske Bank A/S | 16,279 | $797.0K | 0.00% | −4,278−20.8% | Reduced |