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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 289 | $27.4K | 0.02% | +289 | New |
| Hemington Wealth Management | 259 | $24.0K | 0.00% | +5+2.0% | Added |
| ORG Partners LLC | 250 | $23.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 242 | $22.9K | 0.00% | +60+33.0% | Added |
| UMA Financial Services, Inc. | 233 | $22.1K | 0.00% | +13+5.9% | Added |
| Coldstream Capital Management Inc | 230 | $21.8K | 0.00% | +230 | New |
| Optiver Holding B.V. | 211 | $20.0K | 0.00% | +211 | New |
| Nomura Asset Management Co Ltd | 210 | $19.9K | 0.00% | +210 | New |
| Quest Partners LLC | 182 | $17.3K | 0.00% | +182 | New |
| BFSG, LLC | 180 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 179 | $17.0K | 0.00% | −14−7.3% | Reduced |
| PenderFund Capital Management Ltd. | 472 | $16.4K | 0.01% | +472 | New |
| Lindbrook Capital, LLC | 133 | $12.6K | 0.00% | +12+9.9% | Added |
| Harbor Capital Advisors, Inc. | 119 | $11.0K | 0.00% | −85−41.7% | Reduced |
| Rise Advisors, LLC | 109 | $10.3K | 0.00% | +109 | New |
| Danske Bank A/S | 100 | $9.48K | 0.00% | −16,179−99.4% | Reduced |
| Smartleaf Asset Management LLC | 95 | $9.06K | 0.00% | +71+295.8% | Added |
| Capital Analysts, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $7.58K | 0.00% | +15+23.1% | Added |
| Sterling Capital Management LLC | 78 | $7.39K | 0.00% | −42−35.0% | Reduced |
| Parallel Advisors, LLC | 78 | $7.37K | 0.00% | +30+62.5% | Added |
| SBI Securities Co., Ltd. | 73 | $6.92K | 0.00% | +6+9.0% | Added |
| Northwestern Mutual Wealth Management Co | 60 | $5.69K | 0.00% | −516−89.6% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $4.46K | 0.00% | +30+176.5% | Added |
| Lazard Asset Management LLC | 51 | $4.00K | 0.00% | −7,286−99.3% | Reduced |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $3.00K | 0.00% | −4−13.3% | Reduced |
| Larson Financial Group LLC | 26 | $2.46K | 0.00% | +26 | New |
| WealthCollab, LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $2.18K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 20 | $1.90K | 0.00% | +20 | New |
| Allworth Financial LP | 15 | $1.35K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 14 | $1.33K | 0.00% | +6+75.0% | Added |
| 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 |
| Bessemer Group Inc | 10 | $1.00K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $948 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $948 | 0.00% | +10 | New |
| CVA Family Office, LLC | 9 | $853 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $540 | 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 |
| SJS Investment Consulting Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $284 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $190 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,119,455−100.0% | Sold out |
| Pertento Partners LLP | 0 | $0 | 0.00% | −1,030,094−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −855,476−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −587,817−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −462,539−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −352,615−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −348,656−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −269,493−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −210,718−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −208,385−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −135,487−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −122,745−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −118,643−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −106,383−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −100,432−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −87,613−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −67,236−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −58,680−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −55,183−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −53,420−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −50,484−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −50,365−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −36,721−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −35,966−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −28,045−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −27,690−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −20,976−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −17,743−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −16,058−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −15,335−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −14,932−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −10,918−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,170−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,426−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,332−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −710−100.0% | Sold out |