H&E Equipment ServicesHEES
13F holders, Q2 2024 (June 30)215holders
50new positions
50sold out
8famous investors
$44.17avg. 13F price*
At the end of Q2 2024, 215 institutions reported holding H&E Equipment Services Inc. (HEES) in their 13F filings, unchanged from Q1 2024. 50 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($168.6M), BlackRock Inc. ($125.1M) and Clearbridge Investments, LLC ($100.3M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- H&E Equipment Services Inc.
- CUSIP
- 404030108
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $42.4M |
| Exits | 50 | $114.3M |
All 13F filers, Q1 2024 → Q2 2024: 3,417,075 shares bought and 3,795,219 shares sold, net −378,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Vanguard Group Inc. | 0.00% | Add +0.8% | 3,817,567 | $168.6M |
| BlackRock Inc. | 0.00% | Add +1.9% | 2,831,160 | $125.1M |
| Clearbridge Investments, LLC | 0.08% | Reduce -7.0% | 2,270,996 | $100.3M |
| Macquarie Group Ltd. | 0.11% | Reduce -1.5% | 2,214,399 | $97.8M |
| American Century Companies Inc. | 0.04% | Add +104.6% | 1,410,554 | $62.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 1,168,314 | $51.6M |
| Pertento Partners LLP | 5.03% | Add +145.0% | 893,088 | $39.4M |
| Bank of America Corp. | 0.00% | Add +0.4% | 879,564 | $38.9M |
| State Street Corp. | 0.00% | Add +1.9% | 757,270 | $33.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 750,791 | $33.2M |
| Janus Henderson Group PLC | 0.01% | Add +5.2% | 578,164 | $25.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.8% | 530,198 | $23.4M |
| Invesco Ltd. | 0.00% | Reduce -62.5% | 495,627 | $21.9M |
| Morgan Stanley | 0.00% | Add +34.4% | 433,572 | $19.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | — | 430,050 | $19.0M |
| Aberdeen Group plc | 0.03% | Reduce -3.9% | 322,257 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 320,926 | $14.2M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 317,808 | $14.0M |
| Wells Fargo & Company | 0.00% | Reduce -3.6% | 313,078 | $13.8M |
| Penn Capital Management Company, LLC | 1.21% | Reduce -7.3% | 283,355 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 275,363 | $12.2M |
| Norges Bank | 0.00% | Add +31.8% | 243,313 | $10.7M |
| Deutsche Bank AG | 0.00% | Reduce -23.4% | 238,825 | $10.5M |
| Guggenheim Capital LLC | 0.07% | Add +17.7% | 232,757 | $10.3M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -2.0% | 210,293 | $9.3M |
| Panagora Asset Management Inc. | 0.04% | Add +8.9% | 199,074 | $8.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +1023.5% | 188,767 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.9% | 183,933 | $8.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -3.2% | 174,285 | $7.7M |
| Fisher Asset Management | 0.00% | Reduce -4.5% | 171,482 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.3% | 159,312 | $7.0M |
| Gilder Gagnon Howe & Co. LLC | 0.08% | Reduce -0.5% | 139,041 | $6.1M |
| Millennium Management | 0.01% | Add +200.6% | 133,554 | $5.9M |
| Brandywine Global Investment Management, LLC | 0.04% | New | 132,016 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -46.4% | 130,154 | $5.7M |
| Loews Corp | 0.05% | New | 130,000 | $5.7M |
| UBS Group AG | 0.00% | Reduce -36.9% | 127,606 | $5.6M |
| Two Sigma Investments, LP | 0.01% | Add +18.4% | 118,646 | $5.2M |
| Kennedy Capital Management LLC | 0.10% | Add +75.7% | 109,654 | $4.8M |
| HST Ventures, LLC | 2.15% | New | 107,774 | $4.8M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 99,902 | $4.4M |
| Uniplan Investment Counsel, Inc. | 0.41% | Reduce -17.2% | 99,408 | $4.4M |
| Foundry Partners, LLC | 0.21% | Add +1.7% | 90,079 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -27.8% | 88,535 | $3.9M |
| Algert Global LLC | 0.13% | Add +26.3% | 87,995 | $3.9M |
| Bokf, NA | 0.07% | Reduce -16.0% | 84,639 | $3.7M |
| Wedge Capital Management L L P | 0.06% | Add +7.5% | 82,322 | $3.6M |
| Shelton Capital Management | 0.10% | Reduce -5.8% | 80,478 | $3.6M |
| Allianz Asset Management GmbH | 0.01% | Add +76.9% | 79,405 | $3.5M |
| First Trust Advisors LP | 0.00% | Reduce -6.4% | 75,595 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +81.3% | 70,664 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Add +3.9% | 68,399 | $3.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +74.4% | 68,256 | $3.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -30.4% | 67,858 | $3.0M |
| Tudor Investment Corporation | 0.03% | Add +290.6% | 67,117 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +7.7% | 64,958 | $2.9M |
| Swiss National Bank | 0.00% | No change | 64,600 | $2.9M |
| FMR LLC | 0.00% | Add +11.3% | 64,379 | $2.8M |
| Renaissance Group LLC | 0.11% | New | 64,240 | $2.8M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 63,227 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +16.8% | 60,776 | $2.7M |
| AXA S.A. | 0.01% | No change | 54,900 | $2.4M |
| Sit Investment Associates Inc. | 0.05% | Add +2.8% | 50,365 | $2.2M |
| Gsa Capital Partners LLP | 0.15% | Add +260.7% | 48,261 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -20.0% | 48,262 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +3.4% | 46,691 | $2.1M |
| Federated Hermes, Inc. | 0.00% | Add +0.7% | 46,350 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +17.9% | 45,888 | $2.0M |
| Icon Advisers Inc. | 0.45% | No change | 46,000 | $2.0M |
| Engineers Gate Manager LP | 0.04% | Reduce -0.1% | 44,280 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 43,569 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +129.1% | 43,433 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +4.3% | 41,937 | $1.9M |
| Rovida Advisors Inc. | 0.66% | New | 41,823 | $1.8M |
| Cozad Asset Management Inc. | 0.18% | Add +0.4% | 41,031 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 40,482 | $1.8M |
| Quantbot Technologies LP | 0.08% | Add +2746.7% | 39,598 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -56.7% | 37,292 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.14% | New | 36,017 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | No change | 35,962 | $1.6M |
| GAMCO Investors | 0.02% | No change | 35,500 | $1.6M |
| HRT Financial LP | 0.01% | Add +16.1% | 35,251 | $1.6M |
| Renaissance Technologies | 0.00% | Add +420.5% | 33,832 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.5% | 33,299 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -39.8% | 33,104 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 32,237 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 31,984 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 28,389 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.5% | 28,024 | $1.2M |
| Comerica Bank | 0.00% | Reduce -23.2% | 26,755 | $1.2M |
| LSV Asset Management | 0.00% | No change | 26,100 | $1.2M |
| Gabelli Funds LLC | 0.01% | No change | 25,000 | $1.1M |
| Harbour Capital Advisors, LLC | 0.25% | Add +1.6% | 25,090 | $1.1M |
| Lombard Odier Asset Management (USA) Corp | 0.47% | New | 24,233 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.0% | 23,947 | $1.1M |
| Summit Global Investments | 0.07% | Add +10.2% | 23,464 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 22,168 | $979K |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 21,800 | $963K |
| Access Financial Services, Inc. | 0.44% | New | 21,673 | $957K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.3% | 21,516 | $951K |
| Barclays PLC | 0.00% | Reduce -41.1% | 21,401 | $945K |
| Verition Fund Management LLC | 0.01% | Add +175.8% | 21,250 | $939K |
| SG Americas Securities, LLC | 0.01% | Add +688.1% | 20,862 | $921K |
| Oliver Luxxe Assets LLC | 0.19% | New | 20,509 | $906K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.1% | 20,285 | $896K |
| RBF Capital, LLC | 0.05% | No change | 20,000 | $883K |
| ClariVest Asset Management LLC | 0.09% | Reduce -60.1% | 19,249 | $850K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +101.5% | 18,849 | $833K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 18,743 | $828K |
| Polaris Capital Management, LLC | 0.04% | New | 18,600 | $822K |
| MetLife Investment Management, LLC | 0.00% | Add +10.6% | 18,382 | $812K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.5% | 18,343 | $810K |
| Citigroup Inc. | 0.00% | Reduce -16.5% | 17,964 | $793K |
| Corebridge Financial, Inc. | 0.00% | — | 17,357 | $767K |
| Amica Mutual Insurance Co. | 0.07% | No change | 16,058 | $709K |
| Citadel Advisors | 0.00% | Add +101.0% | 15,955 | $705K |
| Numerai GP LLC | 0.25% | New | 15,521 | $686K |
| Lazard Asset Management LLC | 0.00% | Add +96.4% | 14,263 | $629K |
| Squarepoint Ops LLC | 0.00% | New | 13,865 | $612K |
| Envestnet Asset Management Inc. | 0.00% | Add +57.0% | 13,418 | $593K |
| Jones Financial Companies LLLP | 0.00% | New | 12,521 | $553K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 12,331 | $545K |
| Aquatic Capital Management LLC | 0.02% | New | 12,100 | $534K |
| Centiva Capital, LP | 0.03% | New | 11,643 | $514K |
| Virtu Financial LLC | 0.04% | Add +243.8% | 11,602 | $512K |
| Nebula Research & Development LLC | 0.08% | New | 11,369 | $502K |
| Versor Investments LP | 0.09% | Add +70.1% | 11,165 | $493K |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 10,797 | $477K |
| Victory Capital Management Inc. | 0.00% | Reduce -86.8% | 10,120 | $447K |
| Diversified Trust Co. | 0.01% | Add +5.3% | 10,027 | $443K |
| Jump Financial, LLC | 0.01% | Reduce -66.6% | 9,834 | $434K |
| BTC Capital Management, Inc. | 0.04% | Reduce -0.9% | 9,502 | $420K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 9,188 | $406K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -36.5% | 9,136 | $404K |
| Cetera Investment Advisers | 0.00% | Add +28.7% | 8,866 | $392K |
| Penn Mutual Asset Management | 1.23% | Add +7.0% | 8,450 | $373K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2113.5% | 8,057 | $356K |
| Franklin Resources Inc. | 0.00% | Add +19.6% | 8,014 | $354K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -25.0% | 7,846 | $347K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 7,825 | $346K |
| Petrus Trust Company, LTA | 0.03% | No change | 7,510 | $332K |
| Henshaw Capital LLC | 0.01% | Add +2.6% | 7,190 | $318K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 7,000 | $309K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 6,876 | $304K |
| Sherbrooke Park Advisers LLC | 0.05% | Add +56.1% | 6,714 | $297K |
| TT International Asset Management LTD | 0.04% | New | 6,720 | $296K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,624 | $293K |
| Semanteon Capital Management, LP | 0.20% | New | 6,393 | $282K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 6,091 | $269K |
| Oxford Asset Management LLP | 0.26% | New | 5,924 | $262K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 5,900 | $261K |
| HSBC Holdings PLC | 0.00% | Add +0.8% | 5,889 | $259K |
| D. E. Shaw & Co. | 0.00% | New | 5,811 | $257K |
| Point72 (DIFC) Ltd | 0.02% | New | 5,799 | $256K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,637 | $249K |
| Corton Capital Inc. | 0.13% | New | 5,611 | $248K |
| Edgestream Partners, L.P. | 0.01% | New | 5,409 | $239K |
| Teacher Retirement System of Texas | 0.00% | Reduce -69.9% | 5,136 | $227K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,150 | $224K |
| MQS Management LLC | 0.13% | New | 4,948 | $219K |
| Pictet Asset Management Holding SA | 0.00% | Add +21.4% | 4,639 | $205K |
| Bailard, Inc. | 0.01% | New | 4,600 | $203K |
| Point72 Asset Management | 0.00% | Add +43.8% | 4,600 | $203K |
| Scientech Research LLC | 0.04% | New | 4,598 | $203K |
| Walleye Trading LLC | 0.00% | Add +3506.3% | 4,039 | $178K |
| EntryPoint Capital, LLC | 0.08% | New | 3,898 | $172K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.0% | 3,240 | $143K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,197 | $141K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.1% | 3,233 | $140K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.5% | 2,610 | $115K |
| AlphaQuest LLC | 0.01% | New | 2,472 | $109K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.8% | 2,377 | $105K |
| Colonial Trust Co / SC | 0.01% | Add +746.8% | 1,702 | $75K |
| Meeder Asset Management Inc. | 0.00% | New | 1,461 | $65K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.6% | 1,454 | $64K |
| Simplex Trading, LLC | 0.00% | New | 1,202 | $53K |
| Natixis | 0.00% | Reduce -2.5% | 1,160 | $51K |
| Amalgamated Bank | 0.00% | Add +3.5% | 1,130 | $50K |
| Cwm, LLC | 0.00% | Add +42.5% | 932 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 922 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 914 | $40K |
| State of Wyoming | 0.01% | New | 901 | $40K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 839 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.8% | 781 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.6% | 664 | $29K |
| US Bancorp \de | 0.00% | Add +11.9% | 403 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 374 | $17K |
| NewEdge Advisors, LLC | 0.00% | New | 288 | $13K |
| ORG Partners LLC | 0.00% | No change | 254 | $11K |
| Quarry LP | 0.00% | Reduce -35.5% | 244 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 200 | $9K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.0% | 191 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -35.9% | 184 | $8K |
| Bfsg, LLC | 0.00% | No change | 180 | $8K |
| Gradient Investments LLC | 0.00% | No change | 150 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 140 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.6% | 141 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -75.0% | 132 | $6K |
| Breakwater Investment Management | 0.00% | New | 125 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 120 | $5K |
| Tyler-Stone Wealth Management | 0.00% | No change | 100 | $4K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +23.2% | 69 | $3K |
| Danske Bank A/S | 0.00% | Reduce -99.7% | 64 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.5% | 52 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.1% | 47 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 50 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 28 | $1K |
| Innealta Capital, LLC | 0.00% | New | 24 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 25 | $1K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 10 | $442 |
| JFS Wealth Advisors, LLC | 0.00% | New | 8 | $354 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 6 | $266 |
| SJS Investment Consulting Inc. | 0.00% | New | 5 | $221 |
| Covestor Ltd | 0.00% | Add +28.6% | 9 | $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.