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, Q1 2025
Institutional positions in H&E Equipment Services, Inc. as of Mar 31, 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, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 249
- +53 vs. Q4 2024
- Shares held
- 31.4M
- +780.9K (+2.6%) vs. Q4 2024
- Total value
- $2.97B
- +$1.48B (+98.6%) vs. Q4 2024
- New holders
- 112
- 49 more added
- Sold out
- 59
- 66 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding H&E Equipment Services, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $190 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $284 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $474 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $474 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $540 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $853 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $948 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $948 | 0.00% | +10 | New |
| Bessemer Group Inc | 10 | $1.00K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 13 | $1.23K | 0.00% | −117−90.0% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $1.23K | 0.00% | +2+18.2% | Added |
| JFS Wealth Advisors, LLC | 14 | $1.33K | 0.00% | +6+75.0% | Added |
| Allworth Financial LP | 15 | $1.35K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 20 | $1.90K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 23 | $2.18K | 0.00% | +23 | New |
| WealthCollab, LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $2.46K | 0.00% | +26 | New |
| Covestor Ltd | 26 | $3.00K | 0.00% | −4−13.3% | Reduced |
| Lazard Asset Management LLC | 51 | $4.00K | 0.00% | −7,286−99.3% | Reduced |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $4.46K | 0.00% | +30+176.5% | Added |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 60 | $5.69K | 0.00% | −516−89.6% | Reduced |
| SBI Securities Co., Ltd. | 73 | $6.92K | 0.00% | +6+9.0% | Added |
| Parallel Advisors, LLC | 78 | $7.37K | 0.00% | +30+62.5% | Added |
| Sterling Capital Management LLC | 78 | $7.39K | 0.00% | −42−35.0% | Reduced |
| Rothschild Investment LLC | 80 | $7.58K | 0.00% | +15+23.1% | Added |
| Capital Analysts, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 95 | $9.06K | 0.00% | +71+295.8% | Added |
| Danske Bank A/S | 100 | $9.48K | 0.00% | −16,179−99.4% | Reduced |
| Rise Advisors, LLC | 109 | $10.3K | 0.00% | +109 | New |
| Harbor Capital Advisors, Inc. | 119 | $11.0K | 0.00% | −85−41.7% | Reduced |
| Lindbrook Capital, LLC | 133 | $12.6K | 0.00% | +12+9.9% | Added |
| PenderFund Capital Management Ltd. | 472 | $16.4K | 0.01% | +472 | New |
| GAMMA Investing LLC | 179 | $17.0K | 0.00% | −14−7.3% | Reduced |
| BFSG, LLC | 180 | $17.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 182 | $17.3K | 0.00% | +182 | New |
| Nomura Asset Management Co Ltd | 210 | $19.9K | 0.00% | +210 | New |
| Optiver Holding B.V. | 211 | $20.0K | 0.00% | +211 | New |
| Coldstream Capital Management Inc | 230 | $21.8K | 0.00% | +230 | New |
| UMA Financial Services, Inc. | 233 | $22.1K | 0.00% | +13+5.9% | Added |
| Quadrant Capital Group LLC | 242 | $22.9K | 0.00% | +60+33.0% | Added |
| ORG Partners LLC | 250 | $23.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 259 | $24.0K | 0.00% | +5+2.0% | Added |
| Clear Street Markets LLC | 289 | $27.4K | 0.02% | +289 | New |
| Farther Finance Advisors, LLC | 298 | $28.3K | 0.00% | +155+108.4% | Added |
| Signaturefd, LLC | 314 | $29.8K | 0.00% | +8+2.6% | Added |
| GWM Advisors LLC | 316 | $30.0K | 0.00% | +37+13.3% | Added |
| US Bancorp | 339 | $32.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 380 | $36.0K | 0.00% | +380 | New |
| Wellington Shields & Co., LLC | 500 | $47.4K | 0.01% | +500 | New |
| Steward Partners Investment Advisory, LLC | 601 | $57.0K | 0.00% | −18−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 766 | $72.6K | 0.00% | −32,058−97.7% | Reduced |
| Advisor Group Holdings, Inc. | 791 | $75.0K | 0.00% | −418−34.6% | Reduced |
| Vestcor Inc | 1,000 | $95.0K | 0.00% | +1,000 | New |
| CWM, LLC | 1,047 | $99.0K | 0.00% | +55+5.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $104.0K | 0.00% | +1,102 | New |
| Amalgamated Bank | 1,134 | $107.0K | 0.00% | +4+0.4% | Added |
| STRS Ohio | 1,300 | $123.2K | 0.00% | +500+62.5% | Added |
| Skopos Labs, Inc. | 1,382 | $131.0K | 0.03% | +1,382 | New |
| KBC Group NV | 1,409 | $134.0K | 0.00% | +1,409 | New |
| The PNC Financial Services Group, Inc. | 1,446 | $137.1K | 0.00% | +243+20.2% | Added |
| SG Americas Securities, LLC | 1,980 | $188.0K | 0.00% | +1,980 | New |
| Two Sigma Securities, LLC | 2,201 | $208.6K | 0.03% | +2,201 | New |
| Tower Research Capital LLC (TRC) | 2,430 | $230.3K | 0.01% | +1,494+159.6% | Added |
| Busey Wealth Management | 2,438 | $231.1K | 0.01% | +2,438 | New |
| Xponance, Inc. | 2,444 | $231.7K | 0.00% | +2,444 | New |
| Wellington Shields Capital Management, LLC | 2,450 | $232.2K | 0.04% | +2,450 | New |
| Principal Financial Group Inc | 2,548 | $241.5K | 0.00% | +2,548 | New |
| Cantor Fitzgerald, L. P. | 2,600 | $246.5K | 0.01% | +2,600 | New |
| Cinctive Capital Management LP | 3,000 | $284.4K | 0.02% | +3,000 | New |
| O'Shaughnessy Asset Management, LLC | 3,102 | $294.0K | 0.00% | +3,102 | New |
| Cozad Asset Management Inc | 3,194 | $302.8K | 0.03% | −33,766−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,197 | $303.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,208 | $305.0K | 0.00% | −45,327−93.4% | Reduced |
| Integrity Alliance, LLC. | 3,261 | $309.1K | 0.01% | +3,261 | New |
| BNP Paribas Arbitrage, SA | 3,373 | $319.7K | 0.00% | −8,501−71.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,399 | $322.2K | 0.01% | +3,399 | New |
| Cambridge Investment Research Advisors, Inc. | 3,405 | $323.0K | 0.00% | +3,405 | New |
| CSS LLC | 3,461 | $328.1K | 0.02% | +3,461 | New |
| Commonwealth Equity Services, LLC | 3,626 | $344.0K | 0.00% | −2,482−40.6% | Reduced |
| Ethic Inc. | 3,790 | $360.9K | 0.01% | +3,790 | New |
| Comerica Bank | 3,846 | $364.6K | 0.00% | −24,429−86.4% | Reduced |
| SEI Investments Co | 3,851 | $365.0K | 0.00% | −115,691−96.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,014 | $380.0K | 0.00% | +4,014 | New |
| Quantinno Capital Management LP | 4,037 | $382.7K | 0.00% | +4,037 | New |
| Guggenheim Capital LLC | 4,591 | $435.2K | 0.00% | +4,591 | New |
| Capital Advisors Inc | 4,700 | $445.5K | 0.01% | +4,700 | New |
| Pictet Asset Management Holding SA | 4,958 | $470.0K | 0.00% | +319+6.9% | Added |
| Bokf, NA | 5,000 | $473.9K | 0.01% | −74,933−93.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,150 | $487.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,154 | $488.5K | 0.02% | −658−11.3% | Reduced |
| Henshaw Capital LLC | 5,380 | $510.0K | 0.02% | −3,853−41.7% | Reduced |
| Blackstone Group Inc. | 5,892 | $558.5K | 0.00% | +5,892 | New |
| AQR Capital Management LLC | 5,911 | $560.3K | 0.00% | +5,911 | New |
| Meeder Asset Management Inc | 5,992 | $568.0K | 0.04% | +4,539+312.4% | Added |