H&E Equipment ServicesHEES

13F holders, Q1 2024 (March 31)
215holders
8famous investors
$63.96avg. 13F price*

At the end of Q1 2024, 215 institutions reported holding H&E Equipment Services Inc. (HEES) in their 13F filings. The largest holders were Vanguard Group Inc. ($243.0M), BlackRock Inc. ($178.4M) and Clearbridge Investments, LLC ($156.8M). 8 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
H&E Equipment Services Inc.
CUSIP
404030108
Latest filing quarter
Q2 2025

History

Number of 13F holders

050100150200250 Q1 2024: 215Q1 2024Q2 2024: 215Q2 2024Q3 2024: 225Q3 2024Q4 2024: 198Q4 2024Q1 2025: 249Q1 2025Q2 2025: 3Q2 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$76.0M
Exits21$9.9M

Ownership 215 holders

Vanguard Group Inc. 0.00% Reduce -0.5% 3,786,400 $243.0M
BlackRock Inc. 0.00% Reduce -8.3% 2,779,602 $178.4M
Clearbridge Investments, LLC 0.12% Reduce -3.2% 2,443,002 $156.8M
Macquarie Group Ltd. 0.16% Reduce -2.9% 2,248,921 $144.3M
Invesco Ltd. 0.02% Add +5.1% 1,319,841 $84.7M
Dimensional Fund Advisors LP 0.02% Add +0.1% 1,180,897 $75.8M
Bank of America Corp. 0.01% Reduce -1.1% 875,731 $56.2M
State Street Corp. 0.00% Add +0.4% 743,527 $47.7M
Geode Capital Management, LLC 0.00% Add +2.5% 731,040 $46.9M
American Century Companies Inc. 0.03% Add +19.4% 689,284 $44.2M
Janus Henderson Group PLC 0.02% Reduce -4.9% 549,525 $35.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 465,787 $29.9M
Pertento Partners LLP 4.72% New 364,530 $23.4M
Goldman Sachs Group Inc. 0.00% Reduce -2.5% 345,405 $22.2M
Aberdeen Group plc 0.04% New 335,275 $21.5M
Wells Fargo & Company 0.01% Add +113.7% 324,674 $20.8M
Morgan Stanley 0.00% Reduce -27.9% 322,512 $20.7M
Northern Trust Corp. 0.00% Reduce -3.4% 313,580 $20.1M
Deutsche Bank AG 0.01% Add +29.4% 311,580 $20.0M
Penn Capital Management Company, LLC 1.75% Reduce -9.6% 305,763 $19.7M
Driehaus Capital Management LLC 0.19% Add +13.4% 297,725 $19.1M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -1.4% 285,830 $18.3M
Bank of New York Mellon Corp 0.00% Reduce -1.2% 274,593 $17.6M
Nuveen Asset Management, LLC 0.00% Add +1.2% 242,748 $15.6M
First Eagle Investment Management, LLC 0.03% Reduce -5.0% 214,532 $13.8M
Ameriprise Financial Inc. 0.00% Add +7.2% 213,279 $13.7M
UBS Group AG 0.00% Add +10.3% 202,054 $13.0M
Guggenheim Capital LLC 0.09% Add +10.6% 197,770 $12.7M
New York State Common Retirement Fund 0.02% Reduce -6.5% 197,477 $12.7M
Norges Bank 0.00% Reduce -18.3% 184,617 $11.8M
Panagora Asset Management Inc. 0.06% Add +34.8% 182,732 $11.7M
Two Sigma Advisers, LP 0.03% Reduce -10.8% 180,085 $11.6M
Fisher Asset Management 0.01% Add +10.5% 179,534 $11.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -14.6% 262,283 $11.2M
Gilder Gagnon Howe & Co. LLC 0.11% Reduce -0.7% 139,700 $9.0M
Stifel Financial Corp. 0.01% Reduce -21.0% 122,690 $7.9M
Uniplan Investment Counsel, Inc. 0.62% Add +1.0% 120,074 $7.7M
Intrinsic Edge Capital Management LLC 0.65% Reduce -61.6% 118,678 $7.6M
Castleark Management LLC 0.29% New 109,780 $7.0M
Neuberger Berman Group LLC 0.01% Add +3.1% 108,624 $7.0M
Two Sigma Investments, LP 0.02% Reduce -11.0% 100,177 $6.4M
Bokf, NA 0.12% Add +7.7% 100,811 $6.3M
Assenagon Asset Management S.A. 0.02% Reduce -72.4% 97,506 $6.3M
JPMorgan Chase & Co. 0.00% Add +71.3% 95,017 $6.1M
Foundry Partners, LLC 0.30% Add +15.9% 88,603 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -0.5% 86,145 $5.5M
Shelton Capital Management 0.16% Reduce -29.0% 85,478 $5.5M
First Trust Advisors LP 0.01% Add +4.2% 80,744 $5.2M
Global IMC LLC 1.18% New 79,577 $5.1M
Victory Capital Management Inc. 0.00% Reduce -54.8% 76,802 $4.9M
Wedge Capital Management L L P 0.08% New 76,591 $4.9M
Algert Global LLC 0.17% Add +1.9% 69,649 $4.5M
Oberweis Asset Management Inc./ 0.32% Reduce -29.7% 69,500 $4.5M
Informed Momentum Co LLC 0.69% New 69,332 $4.4M
State of Wisconsin Investment Board 0.01% Reduce -8.0% 65,832 $4.2M
Swiss National Bank 0.00% No change 64,600 $4.1M
Kennedy Capital Management LLC 0.08% Reduce -29.8% 62,416 $4.0M
Formula Growth Ltd. 1.26% Reduce -17.6% 61,662 $4.0M
Raymond James & Associates 0.00% Add +62.2% 60,308 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -55.3% 60,296 $3.9M
Knights of Columbus Asset Advisors LLC 0.27% Reduce -48.8% 58,160 $3.7M
FMR LLC 0.00% Reduce -9.4% 57,850 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -1.5% 54,946 $3.5M
AXA S.A. 0.01% No change 54,900 $3.5M
Advisors Asset Management, Inc. 0.06% Add +9.3% 52,045 $3.3M
Sit Investment Associates Inc. 0.07% Reduce -10.8% 49,015 $3.1M
Clark Capital Management Group, Inc. 0.02% Add +41.1% 48,572 $3.1M
ClariVest Asset Management LLC 0.32% Reduce -0.4% 48,261 $3.1M
Federated Hermes, Inc. 0.01% Reduce -25.7% 46,024 $3.0M
Rhumbline Advisers 0.00% Add +2.2% 45,166 $2.9M
Icon Advisers Inc. 0.65% No change 46,000 $2.9M
Allianz Asset Management GmbH 0.00% Reduce -18.5% 44,876 $2.9M
Millennium Management 0.00% Reduce -22.4% 44,426 $2.9M
Engineers Gate Manager LP 0.07% Reduce -8.8% 44,317 $2.8M
HighTower Advisors, LLC 0.00% Reduce -31.8% 43,307 $2.8M
Millrace Asset Group, Inc. 2.67% Add +4.8% 41,335 $2.7M
Cozad Asset Management Inc. 0.27% Add +2.6% 40,855 $2.6M
Corient Private Wealth LP 0.00% New 40,681 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -26.3% 40,192 $2.6M
Credit Suisse AG/ 0.00% No change 39,193 $2.5M
Voloridge Investment Management, LLC 0.01% Reduce -30.9% 39,147 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 38,978 $2.5M
Royal Bank of Canada 0.00% Reduce -13.5% 38,911 $2.5M
Redwood Investments, LLC 0.69% Reduce -15.9% 37,093 $2.3M
Barclays PLC 0.00% Reduce -40.9% 36,325 $2.3M
Wealthspire Advisors, LLC 0.03% Add +5.2% 35,962 $2.3M
GAMCO Investors 0.02% No change 35,500 $2.3M
Alliancebernstein L.P. 0.00% Reduce -8.8% 35,229 $2.3M
Comerica Bank 0.01% Add +2460.2% 34,819 $2.2M
California State Teachers Retirement System 0.00% Reduce -5.0% 32,741 $2.1M
Legal & General Group Plc 0.00% Add +4.0% 32,348 $2.1M
HRT Financial LP 0.01% Add +88.9% 30,363 $1.9M
Jump Financial, LLC 0.05% Add +111.7% 29,424 $1.9M
LSV Asset Management 0.00% No change 26,100 $1.7M
Gabelli Funds LLC 0.01% No change 25,000 $1.6M
Trexquant Investment LP 0.03% Reduce -21.1% 23,871 $1.5M
Harbour Capital Advisors, LLC 0.38% Add +45.7% 24,700 $1.5M
LPL Financial LLC 0.00% Add +114.9% 22,331 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -39.8% 22,000 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +645.4% 21,968 $1.4M
NorthCrest Asset Manangement, LLC 0.05% Reduce -4.0% 21,800 $1.4M
Citigroup Inc. 0.00% Add +77.0% 21,522 $1.4M
Summit Global Investments 0.10% Add +2.4% 21,296 $1.4M
Osaic Holdings, Inc. 0.00% Add +276.4% 21,210 $1.4M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.2% 20,724 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 20,434 $1.3M
RBF Capital, LLC 0.07% No change 20,000 $1.3M
Jackson Creek Investment Advisors LLC 0.44% Reduce -0.2% 19,218 $1.2M
Sei Investments Co. 0.00% New 19,206 $1.2M
Jane Street Group, LLC 0.00% Reduce -1.6% 18,958 $1.2M
Danske Bank A/S 0.00% — 18,226 $1.2M
Janney Montgomery Scott LLC 0.00% No change 17,743 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +6.5% 17,716 $1.1M
Tudor Investment Corporation 0.01% Reduce -47.0% 17,182 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -26.6% 17,067 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -62.5% 16,801 $1.1M
MetLife Investment Management, LLC 0.01% No change 16,626 $1.1M
Amica Mutual Insurance Co. 0.11% No change 16,058 $1.0M
American International Group, Inc. 0.00% Reduce -0.8% 15,856 $1.0M
Chartwell Investment Partners, LLC 0.03% Add +2.4% 13,666 $877K
Gsa Capital Partners LLP 0.07% Reduce -20.1% 13,380 $859K
Voya Investment Management LLC 0.00% Reduce -17.6% 10,754 $690K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.5% 10,460 $671K
Monograph Wealth Advisors, LLC 0.09% New 10,000 $642K
State Board of Administration of Florida Retirement System 0.00% Add +56.5% 14,376 $636K
BTC Capital Management, Inc. 0.06% — 9,587 $615K
Diversified Trust Co. 0.02% Add +31.6% 9,524 $611K
Y-Intercept (Hong Kong) Ltd 0.05% Add +2.0% 9,354 $600K
Arizona State Retirement System 0.00% Reduce -1.5% 9,016 $579K
Chesapeake Capital Corp. 0.43% Add +1.4% 8,974 $576K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 8,549 $549K
Citadel Advisors 0.00% Reduce -88.0% 7,936 $509K
Penn Mutual Asset Management 1.65% Add +69.9% 7,900 $507K
Nisa Investment Advisors, LLC 0.00% Reduce -17.7% 7,794 $500K
Verition Fund Management LLC 0.01% Reduce -27.5% 7,706 $495K
Petrus Trust Company, LTA 0.04% New 7,510 $482K
Lazard Asset Management LLC 0.00% Add +0.4% 7,262 $465K
Henshaw Capital LLC 0.02% No change 7,006 $450K
Crestwood Advisors Group, LLC 0.01% No change 7,000 $449K
Commonwealth Equity Services, LLC 0.00% Add +5.6% 6,911 $444K
Cetera Investment Advisers 0.00% New 6,888 $442K
Franklin Resources Inc. 0.00% No change 6,703 $430K
Versor Investments LP 0.09% Add +53.9% 6,565 $421K
Renaissance Technologies 0.00% Reduce -75.8% 6,500 $417K
Walleye Capital LLC 0.00% Reduce -57.4% 6,219 $399K
Alps Advisors Inc. 0.00% Reduce -16.8% 6,124 $393K
HSBC Holdings PLC 0.00% Reduce -52.6% 5,840 $375K
ProShare Advisors LLC 0.00% Add +8.5% 5,781 $371K
MML Investors Services, LLC 0.00% Reduce -10.3% 5,692 $365K
Handelsbanken Fonder AB 0.00% No change 5,637 $362K
DekaBank Deutsche Girozentrale 0.00% No change 5,150 $331K
Denali Advisors LLC 0.09% New 5,000 $321K
Americana Partners, LLC 0.03% Reduce -1.9% 4,892 $314K
L.M. Kohn & Company 0.08% No change 4,450 $286K
Brevan Howard Capital Management LP 0.03% Reduce -36.4% 4,337 $278K
Principal Financial Group Inc. 0.00% New 4,327 $278K
Sherbrooke Park Advisers LLC 0.05% New 4,302 $276K
O'shaughnessy Asset Management, LLC 0.00% New 4,069 $261K
Shell Asset Management Co. 0.01% Reduce -37.1% 5,833 $258K
Pictet Asset Management Holding SA 0.00% New 3,821 $245K
CIBC Private Wealth Group LLC 0.00% New 3,854 $243K
Avantax Planning Partners, Inc. 0.01% Reduce -12.6% 3,737 $240K
Gotham Asset Management 0.00% New 3,670 $236K
Mariner, LLC 0.00% New 3,536 $227K
Creative Planning 0.00% New 3,513 $225K
QRG Capital Management, Inc. 0.00% New 3,385 $217K
Capstone Investment Advisors, LLC 0.01% New 3,383 $217K
Virtu Financial LLC 0.02% New 3,375 $217K
Quadrature Capital Ltd 0.00% Reduce -62.5% 3,355 $215K
Divergent Wealth Advisors 0.04% New 3,351 $215K
Wealthspire Retirement, LLC 0.02% New 3,351 $215K
Mackenzie Financial Corp. 0.00% Reduce -14.6% 3,293 $211K
Busey Bank 0.01% New 3,205 $206K
Wellington Shields Capital Management, LLC 0.04% New 3,200 $205K
Point72 Asset Management 0.00% Reduce -30.4% 3,200 $205K
Ameritas Investment Partners, Inc. 0.01% No change 3,197 $205K
Ashton Thomas Private Wealth, LLC 0.01% New 3,147 $202K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 3,052 $196K
SG Americas Securities, LLC 0.00% New 2,647 $170K
PNC Financial Services Group, Inc. 0.00% Add +82.7% 2,223 $143K
Metropolitan Life Insurance Co 0.00% Reduce -3.1% 1,756 $113K
Quantbot Technologies LP 0.01% Reduce -74.6% 1,391 $89K
Natixis 0.00% Reduce -0.9% 1,190 $76K
Amalgamated Bank 0.00% Reduce -76.1% 1,092 $70K
Public Employees Retirement System of Ohio 0.00% Add +0.5% 787 $51K
Steward Partners Investment Advisory, LLC 0.00% No change 711 $46K
Cwm, LLC 0.00% No change 654 $42K
Principal Securities, Inc. 0.00% Add +35.8% 527 $34K
Quarry LP 0.01% Add +53.0% 378 $24K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.0% 364 $23K
US Bancorp \de 0.00% Add +14.7% 360 $23K
Signaturefd, LLC 0.00% Add +2.1% 287 $18K
ORG Partners LLC 0.03% New 254 $16K
Colonial Trust Co / SC 0.00% Add +0.5% 201 $13K
Quadrant Capital Group LLC 0.00% Add +9.4% 197 $13K
Bfsg, LLC 0.00% No change 180 $12K
Richardson Financial Services Inc. 0.01% Add +30.9% 178 $11K
Gradient Investments LLC 0.00% No change 150 $10K
McIlrath & Eck, LLC 0.00% No change 140 $9K
Farther Finance Advisors, LLC 0.00% No change 123 $8K
Lindbrook Capital, LLC 0.00% No change 120 $8K
Walleye Trading LLC 0.00% New 112 $7K
First Horizon Advisors, Inc. 0.00% No change 107 $7K
Tyler-Stone Wealth Management 0.00% No change 100 $6K
Hillsdale Investment Management Inc. 0.00% Reduce -9.1% 100 $6K
Global Retirement Partners, LLC 0.00% Add +4.6% 68 $4K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 56 $4K
Parallel Advisors, LLC 0.00% No change 48 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 50 $3K
GAMMA Investing LLC 0.00% No change 31 $2K
Avior Wealth Management, LLC 0.00% New 7 $449
Rothschild Investment LLC 0.00% New 5 $321
Private Trust Co. NA 0.00% New 4 $257
Allworth Financial LP 0.00% New 2 $129
Covestor Ltd 0.00% No change 7 $0

"% of holder's portfolio" is HEES's weight in each manager's 13F, not the share of H&E Equipment Services Inc. the manager owns.