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