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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 17,179 | $841.1K | 0.01% | +10,138+144.0% | Added |
| Manufacturers Life Insurance Company, The | 17,573 | $860.4K | 0.00% | −511−2.8% | Reduced |
| Janney Montgomery Scott LLC | 17,743 | $869.0K | 0.00% | −1,000−5.3% | Reduced |
| LPL Financial LLC | 18,426 | $902.1K | 0.00% | −4,399−19.3% | Reduced |
| MetLife Investment Management | 19,520 | $955.7K | 0.01% | +1,138+6.2% | Added |
| RBF Capital, LLC | 20,000 | $979.2K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 20,500 | $1.00M | 0.11% | −5,900−22.3% | Reduced |
| Access Financial Services, Inc. | 20,976 | $1.03M | 0.46% | +3,555+20.4% | Added |
| NorthCrest Asset Manangement, LLC | 21,800 | $1.07M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 23,947 | $1.17M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,953 | $1.17M | 0.00% | +2,146+9.8% | Added |
| Gabelli Funds LLC | 25,000 | $1.22M | 0.01% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 27,690 | $1.36M | 0.72% | +27,690 | New |
| Harbour Capital Advisors, LLC | 28,045 | $1.37M | 0.31% | +1,935+7.4% | Added |
| Comerica Bank | 28,275 | $1.38M | 0.01% | −18−0.1% | Reduced |
| Algert Global LLC | 30,173 | $1.48M | 0.03% | −93,325−75.6% | Reduced |
| Balyasny Asset Management LLC | 30,216 | $1.48M | 0.00% | −108,581−78.2% | Reduced |
| California State Teachers Retirement System | 30,691 | $1.50M | 0.00% | −370−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 31,050 | $1.52M | 0.18% | +8,971+40.6% | Added |
| Public Employees Retirement System of Ohio | 32,824 | $1.61M | 0.01% | +32,023+3,997.9% | Added |
| Shelton Capital Management | 35,367 | $1.73M | 0.04% | −35,111−49.8% | Reduced |
| Gamco Investors, Inc. Et Al | 35,500 | $1.74M | 0.02% | −500−1.4% | Reduced |
| Citigroup Inc | 35,952 | $1.76M | 0.00% | +11,525+47.2% | Added |
| Wealthspire Advisors, LLC | 35,966 | $1.76M | 0.02% | +40.0% | Added |
| Alliancebernstein L.P. | 36,199 | $1.77M | 0.00% | +2,900+8.7% | Added |
| Oliver Luxxe Assets LLC | 36,721 | $1.79M | 0.32% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 36,960 | $1.81M | 0.17% | −371−1.0% | Reduced |
| Polaris Capital Management, LLC | 37,000 | $1.81M | 0.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 37,107 | $1.82M | 0.00% | −1,898−4.9% | Reduced |
| HSBC Holdings PLC | 37,585 | $1.85M | 0.00% | +32,286+609.3% | Added |
| Legal & General Group Plc | 39,692 | $1.94M | 0.00% | +2,287+6.1% | Added |
| CI Private Wealth, LLC | 40,482 | $1.98M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 41,608 | $2.04M | 0.00% | −653−1.5% | Reduced |
| Susquehanna International Group, LLP | 42,741 | $2.09M | 0.00% | +4,258+11.1% | Added |
| Rhumbline Advisers | 45,678 | $2.24M | 0.00% | +745+1.7% | Added |
| Blue Zone Wealth Advisors, LLC | 45,752 | $2.24M | 0.65% | +45,752 | New |
| Royal Bank of Canada | 48,535 | $2.38M | 0.00% | −14,852−23.4% | Reduced |
| Sit Investment Associates Inc | 50,365 | $2.47M | 0.06% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 50,484 | $2.47M | 0.34% | +29,750+143.5% | Added |
| TT International Asset Management LTD | 53,420 | $2.62M | 0.38% | −1,363−2.5% | Reduced |
| Federated Hermes, Inc. | 55,183 | $2.70M | 0.01% | +14,240+34.8% | Added |
| Kennedy Capital Management, Inc. | 58,680 | $2.87M | 0.06% | −52,755−47.3% | Reduced |
| Barclays PLC | 63,583 | $3.11M | 0.00% | +2,565+4.2% | Added |
| Swiss National Bank | 64,600 | $3.16M | 0.00% | +400+0.6% | Added |
| Uniplan Investment Counsel, Inc. | 67,236 | $3.29M | 0.31% | −448−0.7% | Reduced |
| Stifel Financial Corp | 67,874 | $3.32M | 0.00% | −14,430−17.5% | Reduced |
| Bokf, NA | 79,933 | $3.51M | 0.06% | −2,075−2.5% | Reduced |
| State of Wisconsin Investment Board | 72,337 | $3.54M | 0.01% | +6,238+9.4% | Added |
| JPMorgan Chase & Co | 74,184 | $3.63M | 0.00% | +46,105+164.2% | Added |
| Raymond James Financial Inc | 74,333 | $3.64M | 0.00% | +74,333 | New |
| Wedge Capital Management L L P | 75,690 | $3.71M | 0.07% | −1,085−1.4% | Reduced |
| Advisors Asset Management, Inc. | 76,483 | $3.74M | 0.07% | +11,875+18.4% | Added |
| UBS Asset Management Americas Inc | 78,203 | $3.83M | 0.00% | +16,401+26.5% | Added |
| Segall Bryant & Hamill, LLC | 87,613 | $4.29M | 0.06% | −12,953−12.9% | Reduced |
| Foundry Partners, LLC | 100,432 | $4.92M | 0.25% | +6,097+6.5% | Added |
| Norges Bank | 104,391 | $5.11M | 0.00% | −13,106−11.2% | Reduced |
| Panagora Asset Management Inc | 106,383 | $5.21M | 0.02% | −90,921−46.1% | Reduced |
| Natixis Advisors, L.P. | 118,643 | $5.81M | 0.01% | +118,643 | New |
| Bridgewater Associates, LP | 118,736 | $5.81M | 0.03% | +47,065+65.7% | Added |
| SEI Investments Co | 119,542 | $5.85M | 0.01% | +119,542 | New |
| Brandywine Global Investment Management, LLC | 122,745 | $6.01M | 0.04% | −5,700−4.4% | Reduced |
| Nuveen Asset Management, LLC | 130,881 | $6.41M | 0.00% | +601+0.5% | Added |
| Gilder Gagnon Howe & Co LLC | 135,487 | $6.63M | 0.07% | −172−0.1% | Reduced |
| Two Sigma Investments, LP | 147,929 | $7.24M | 0.02% | −66,978−31.2% | Reduced |
| Invesco Ltd. | 153,291 | $7.51M | 0.00% | +72,539+89.8% | Added |
| New York State Common Retirement Fund | 157,442 | $7.71M | 0.01% | −10,924−6.5% | Reduced |
| Ameriprise Financial Inc | 160,621 | $7.86M | 0.00% | +5,041+3.2% | Added |
| Two Sigma Advisers, LP | 208,385 | $10.2M | 0.02% | −29,400−12.4% | Reduced |
| Penn Capital Management Co Inc | 210,718 | $10.3M | 1.01% | −48,121−18.6% | Reduced |
| Deutsche Bank AG | 247,070 | $12.1M | 0.00% | +8,854+3.7% | Added |
| Bank of New York Mellon Corp | 248,513 | $12.2M | 0.00% | −7,273−2.8% | Reduced |
| Wells Fargo & Company | 268,301 | $13.1M | 0.00% | +16,990+6.8% | Added |
| First Eagle Investment Management, LLC | 269,493 | $13.2M | 0.03% | +66,400+32.7% | Added |
| Northern Trust Corp | 330,310 | $16.2M | 0.00% | +27,758+9.2% | Added |
| Janus Henderson Group PLC | 347,475 | $17.0M | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 348,656 | $17.1M | 0.01% | +151,761+77.1% | Added |
| Standard Life Aberdeen plc | 352,615 | $17.3M | 0.03% | +13,677+4.0% | Added |
| Morgan Stanley | 376,153 | $18.4M | 0.00% | −323,513−46.2% | Reduced |
| UBS Group AG | 400,273 | $19.6M | 0.00% | +314,331+365.7% | Added |
| Voya Investment Management LLC | 424,809 | $20.8M | 0.02% | +414,226+3,914.1% | Added |
| Cooke & Bieler LP | 462,539 | $22.6M | 0.22% | −24,684−5.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 469,565 | $23.0M | 0.05% | +25,178+5.7% | Added |
| Goldman Sachs Group Inc | 492,983 | $24.1M | 0.00% | +218,705+79.7% | Added |
| Charles Schwab Investment Management Inc | 535,589 | $26.2M | 0.00% | −36,358−6.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 587,817 | $28.8M | 0.27% | +587,817 | New |
| First Trust Advisors LP | 623,488 | $30.5M | 0.03% | +159,976+34.5% | Added |
| Victory Capital Management Inc | 689,911 | $33.8M | 0.03% | +638,379+1,238.8% | Added |
| Geode Capital Management, LLC | 748,811 | $36.7M | 0.00% | −6,206−0.8% | Reduced |
| Bank of America Corp | 777,727 | $38.1M | 0.00% | −103,951−11.8% | Reduced |
| State Street Corp | 797,696 | $39.1M | 0.00% | +18,621+2.4% | Added |
| Westwood Holdings Group Inc. | 855,476 | $41.9M | 0.32% | +823,510+2,576.2% | Added |
| Pertento Partners LLP | 1,030,094 | $50.4M | 5.19% | +119,151+13.1% | Added |
| Dimensional Fund Advisors LP | 1,201,877 | $58.8M | 0.01% | −724−0.1% | Reduced |
| Clearbridge Investments, LLC | 2,119,455 | $103.8M | 0.08% | −156,559−6.9% | Reduced |
| American Century Companies Inc | 2,134,252 | $104.5M | 0.06% | +313,880+17.2% | Added |
| Macquarie Group Ltd | 2,243,103 | $109.8M | 0.13% | +91,888+4.3% | Added |
| BlackRock, Inc. | 2,848,619 | $139.5M | 0.00% | −87,532−3.0% | Reduced |
| Vanguard Group Inc | 3,679,763 | $180.2M | 0.00% | −145,008−3.8% | Reduced |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −228,587−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −175,400−100.0% | Sold out |