H&E Equipment ServicesHEES
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 225 institutions reported holding H&E Equipment Services Inc. (HEES) in their 13F filings, up 10 from Q2 2024. 40 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($186.2M), BlackRock, Inc. ($142.9M) and Clearbridge Investments, LLC ($110.8M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- H&E Equipment Services Inc.
- CUSIP
- 404030108
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $40.2M |
| Exits | 34 | $19.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,907,133 shares bought and 2,226,193 shares sold, net +680,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Vanguard Group Inc. | 0.00% | Add +0.2% | 3,824,771 | $186.2M |
| BlackRock, Inc. | 0.00% | — | 2,936,151 | $142.9M |
| Clearbridge Investments, LLC | 0.09% | Add +0.2% | 2,276,014 | $110.8M |
| Macquarie Group Ltd. | 0.11% | Reduce -2.9% | 2,151,215 | $104.7M |
| American Century Companies Inc. | 0.05% | Add +29.1% | 1,820,372 | $88.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.9% | 1,202,601 | $58.5M |
| Pertento Partners LLP | 5.42% | Add +2.0% | 910,943 | $44.3M |
| Bank of America Corp. | 0.00% | Add +0.2% | 881,678 | $42.9M |
| State Street Corp. | 0.00% | Add +2.9% | 779,075 | $37.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 755,017 | $36.8M |
| Morgan Stanley | 0.00% | Add +61.4% | 699,666 | $34.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.9% | 571,947 | $27.8M |
| Cooke & Bieler LP | 0.22% | New | 487,223 | $23.7M |
| First Trust Advisors LP | 0.02% | Add +513.1% | 463,512 | $22.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +3.3% | 444,387 | $21.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -39.9% | 347,475 | $16.9M |
| Aberdeen Group plc | 0.03% | Add +5.2% | 338,938 | $16.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 302,552 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.5% | 274,278 | $13.4M |
| Penn Capital Management Company, LLC | 1.17% | Reduce -8.7% | 258,839 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 255,786 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -19.7% | 251,311 | $12.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.3% | 238,216 | $11.6M |
| Two Sigma Advisers, LP | 0.03% | Add +36.4% | 237,785 | $11.6M |
| Guggenheim Capital LLC | 0.08% | Reduce -1.8% | 228,587 | $11.1M |
| Two Sigma Investments, LP | 0.02% | Add +81.1% | 214,907 | $10.5M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -3.4% | 203,093 | $9.9M |
| Panagora Asset Management Inc. | 0.05% | Reduce -0.9% | 197,304 | $9.6M |
| Fisher Asset Management | 0.00% | Add +14.8% | 196,895 | $9.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +186.0% | 194,102 | $9.4M |
| Loews Corp | 0.07% | Add +34.9% | 175,400 | $8.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.5% | 168,366 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 155,580 | $7.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +1995.4% | 138,797 | $6.8M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -2.7% | 128,445 | $6.7M |
| Gilder Gagnon Howe & Co. LLC | 0.08% | Reduce -2.4% | 135,659 | $6.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.1% | 130,280 | $6.3M |
| Algert Global LLC | 0.16% | Add +40.4% | 123,498 | $6.0M |
| Norges Bank | 0.00% | Reduce -51.7% | 117,497 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | Add +1.6% | 111,435 | $5.4M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +0.7% | 100,566 | $4.9M |
| Foundry Partners, LLC | 0.23% | Add +4.7% | 94,335 | $4.6M |
| UBS Group AG | 0.00% | Reduce -32.6% | 85,942 | $4.2M |
| Bokf, NA | 0.07% | Reduce -3.1% | 82,008 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 82,304 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -83.7% | 80,752 | $3.9M |
| Wedge Capital Management L L P | 0.06% | Reduce -6.7% | 76,775 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -61.8% | 72,036 | $3.5M |
| Bridgewater Associates | 0.02% | New | 71,671 | $3.5M |
| Shelton Capital Management | 0.09% | Reduce -12.4% | 70,478 | $3.4M |
| Uniplan Investment Counsel, Inc. | 0.29% | Reduce -31.9% | 67,684 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.4% | 66,099 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Add +6.3% | 64,608 | $3.1M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 64,200 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +38.1% | 63,387 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +0.2% | 63,370 | $3.1M |
| HRT Financial LP | 0.02% | Add +78.4% | 62,888 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.5% | 61,802 | $3.0M |
| Barclays PLC | 0.00% | Add +185.1% | 61,018 | $3.0M |
| Millennium Management | 0.00% | Reduce -57.7% | 56,462 | $2.7M |
| TT International Asset Management LTD | 0.33% | Add +715.2% | 54,783 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +409.2% | 51,532 | $2.5M |
| Sit Investment Associates Inc. | 0.05% | No change | 50,365 | $2.5M |
| Tudor Investment Corporation | 0.03% | Reduce -25.3% | 50,107 | $2.4M |
| Icon Advisers Inc. | 0.49% | No change | 46,000 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 44,933 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +5.3% | 44,175 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -46.8% | 42,261 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -12.6% | 42,181 | $2.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -11.7% | 40,943 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -40.5% | 40,619 | $2.0M |
| Corient Private Wealth LP | 0.00% | No change | 40,482 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 39,005 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 38,483 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +16.0% | 37,405 | $1.8M |
| Cozad Asset Management Inc. | 0.17% | Reduce -9.0% | 37,331 | $1.8M |
| Polaris Capital Management, LLC | 0.09% | Add +98.9% | 37,000 | $1.8M |
| Oliver Luxxe Assets LLC | 0.32% | Add +79.0% | 36,721 | $1.8M |
| GAMCO Investors | 0.02% | Add +1.4% | 36,000 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | No change | 35,962 | $1.8M |
| Engineers Gate Manager LP | 0.03% | Reduce -23.4% | 33,939 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 33,299 | $1.6M |
| Jump Financial, LLC | 0.03% | Add +228.3% | 32,284 | $1.6M |
| Westwood Holdings Group Inc. | 0.01% | New | 31,966 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 31,061 | $1.5M |
| Comerica Bank | 0.01% | Add +5.8% | 28,293 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 28,079 | $1.4M |
| Harbour Capital Advisors, LLC | 0.31% | Add +4.1% | 26,110 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -38.3% | 26,792 | $1.3M |
| Private Capital Management, LLC | 0.14% | New | 26,400 | $1.3M |
| LSV Asset Management | 0.00% | No change | 26,100 | $1.3M |
| Jade Capital Advisors, LLC | 0.79% | New | 25,000 | $1.2M |
| Gabelli Funds LLC | 0.01% | No change | 25,000 | $1.2M |
| Citigroup Inc. | 0.00% | Add +36.0% | 24,427 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 23,947 | $1.2M |
| Summit Global Investments | 0.07% | Reduce -0.5% | 23,343 | $1.1M |
| LPL Financial LLC | 0.00% | Add +3.0% | 22,825 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -36.8% | 22,766 | $1.1M |
| Keeley-Teton Advisors, LLC | 0.12% | New | 22,079 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 21,807 | $1.1M |
"% 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.