H&E Equipment ServicesHEES

13F holders, Q3 2024 (September 30)
225holders +10
40new positions
34sold out
7famous investors
$48.70avg. 13F price*

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

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

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions40$40.2M
Exits34$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.

Show all 225 holders