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, Q2 2025
Institutional positions in H&E Equipment Services, Inc. as of Jun 30, 2025. 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
HEES is no longer listed, and 13F filings after Q1 2025 list far fewer holders. See Q1 2025
- Institutional holders
- 3
- −243 vs. Q1 2025
- Shares held
- 5.70K
- −31.3M (−100.0%) vs. Q1 2025
- Total value
- $296.2K
- −$2.97B (−100.0%) vs. Q1 2025
- New holders
- 0
- 0 more added
- Sold out
- 243
- 2 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parkworth Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| CIBRA Capital Ltd | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |