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 |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 21,800 | $1.1M |
| Semanteon Capital Management, LP | 0.70% | Add +230.1% | 21,103 | $1.0M |
| Versor Investments LP | 0.16% | Add +86.1% | 20,781 | $1.0M |
| EFG Asset Management (North America) Corp. | 0.17% | New | 20,734 | $1.0M |
| Danske Bank A/S | 0.00% | Add +32020.3% | 20,557 | $1.0M |
| 272 Capital LP | 0.56% | New | 20,000 | $974K |
| RBF Capital, LLC | 0.05% | No change | 20,000 | $974K |
| Gsa Capital Partners LLP | 0.07% | Reduce -59.0% | 19,778 | $963K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.4% | 19,590 | $954K |
| Squarepoint Ops LLC | 0.00% | Add +37.4% | 19,051 | $927K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,743 | $912K |
| MetLife Investment Management, LLC | 0.01% | No change | 18,382 | $895K |
| Verition Fund Management LLC | 0.01% | Reduce -13.6% | 18,353 | $893K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 18,084 | $880K |
| ClariVest Asset Management LLC | 0.09% | No change | 19,249 | $850K |
| Access Financial Services, Inc. | 0.39% | Reduce -19.6% | 17,421 | $848K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 17,251 | $840K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.9% | 17,125 | $834K |
| Lombard Odier Asset Management (USA) Corp | 0.36% | Reduce -29.8% | 17,019 | $828K |
| Amica Mutual Insurance Co. | 0.08% | No change | 16,058 | $782K |
| Quantbot Technologies LP | 0.03% | Reduce -61.9% | 15,084 | $734K |
| Boothbay Fund Management, LLC | 0.02% | New | 14,131 | $688K |
| Repertoire Partners LP | 0.93% | New | 13,909 | $677K |
| BTC Capital Management, Inc. | 0.05% | Add +26.8% | 12,051 | $587K |
| Klein Pavlis & Peasley Financial, Inc. | 0.46% | New | 11,915 | $580K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.2% | 11,998 | $577K |
| Lazard Asset Management LLC | 0.00% | Reduce -17.9% | 11,703 | $568K |
| KG Capital Management | 0.17% | New | 11,126 | $542K |
| Holocene Advisors, LP | 0.00% | New | 10,767 | $524K |
| SG Americas Securities, LLC | 0.00% | Reduce -48.6% | 10,730 | $522K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 10,583 | $515K |
| Diversified Trust Co. | 0.01% | Add +0.1% | 10,041 | $489K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 9,466 | $461K |
| Henshaw Capital LLC | 0.02% | Add +28.4% | 9,233 | $449K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,136 | $445K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 8,040 | $422K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.1% | 8,380 | $408K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 8,174 | $398K |
| ExodusPoint Capital Management, LP | 0.00% | New | 7,596 | $370K |
| Sherbrooke Park Advisers LLC | 0.08% | Add +10.9% | 7,445 | $362K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -9.5% | 7,289 | $355K |
| Intech Investment Management LLC | 0.00% | New | 7,041 | $343K |
| Aquatic Capital Management LLC | 0.01% | Reduce -42.1% | 7,000 | $341K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 7,000 | $341K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.0% | 6,839 | $333K |
| Petrus Trust Company, LTA | 0.03% | Reduce -9.0% | 6,833 | $333K |
| Cetera Investment Advisers | 0.00% | Reduce -24.1% | 6,734 | $328K |
| AXA S.A. | 0.00% | Reduce -88.0% | 6,600 | $321K |
| Bailard, Inc. | 0.01% | Add +37.0% | 6,300 | $307K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -20.8% | 6,211 | $302K |
| ProShare Advisors LLC | 0.00% | New | 6,097 | $297K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,912 | $288K |
| Americana Partners, LLC | 0.02% | New | 5,804 | $283K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,637 | $274K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.8% | 5,309 | $258K |
| HSBC Holdings PLC | 0.00% | Reduce -10.0% | 5,299 | $256K |
| Creative Planning | 0.00% | New | 5,226 | $254K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -82.1% | 5,090 | $248K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,150 | $246K |
| MQS Management LLC | 0.13% | Reduce -2.7% | 4,813 | $234K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,639 | $226K |
| Numerai GP LLC | 0.06% | Reduce -70.3% | 4,611 | $224K |
| L.M. Kohn & Company | 0.05% | New | 4,450 | $217K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -77.0% | 4,342 | $211K |
| Shell Asset Management Co. | 0.01% | — | 4,119 | $201K |
| Point72 Asset Management | 0.00% | Reduce -13.0% | 4,000 | $195K |
| Walleye Capital LLC | 0.00% | New | 3,575 | $174K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,197 | $156K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.0% | 3,006 | $146K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +227.7% | 2,749 | $134K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 2,413 | $117K |
| Citadel Advisors | 0.00% | Reduce -84.9% | 2,406 | $117K |
| Amica Retiree Medical Trust | 0.08% | — | 1,889 | $92K |
| Millburn Ridgefield LLC | 0.00% | New | 1,718 | $84K |
| FMR LLC | 0.00% | Reduce -97.5% | 1,602 | $78K |
| Acadian Asset Management LLC | 0.00% | New | 1,572 | $76K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -75.0% | 1,451 | $71K |
| Meeder Asset Management Inc. | 0.00% | Reduce -15.6% | 1,233 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.2% | 1,204 | $59K |
| Natixis | 0.00% | Reduce -2.3% | 1,133 | $55K |
| Amalgamated Bank | 0.00% | No change | 1,130 | $55K |
| Cwm, LLC | 0.00% | Add +3.4% | 964 | $47K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.6% | 801 | $39K |
| STRS Ohio | 0.00% | New | 800 | $39K |
| Colonial Trust Co / SC | 0.01% | Reduce -58.5% | 707 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 664 | $32K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 551 | $27K |
| Byrne Asset Management LLC | 0.01% | New | 410 | $20K |
| US Bancorp \de | 0.00% | Reduce -15.9% | 339 | $17K |
| McIlrath & Eck, LLC | 0.00% | Add +129.3% | 321 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | New | 302 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $14K |
| Hemington Wealth Management | 0.00% | New | 258 | $13K |
| Signaturefd, LLC | 0.00% | Add +45.1% | 267 | $13K |
| ORG Partners LLC | 0.00% | Reduce -1.6% | 250 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 207 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $10K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.7% | 182 | $9K |
| Bfsg, LLC | 0.00% | No change | 180 | $9K |
| Venturi Wealth Management, LLC | 0.00% | New | 164 | $8K |
| GAMMA Investing LLC | 0.00% | Add +412.9% | 159 | $8K |
| Quarry LP | 0.00% | Reduce -38.9% | 149 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 142 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +94.2% | 134 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +0.8% | 121 | $6K |
| Avion Wealth | 0.00% | New | 100 | $4K |
| Capital Analysts, LLC | 0.00% | New | 90 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -97.2% | 74 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 73 | $4K |
| Rothschild Investment LLC | 0.00% | Add +450.0% | 55 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 52 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 47 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 50 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 39 | $2K |
| AdvisorNet Financial, Inc | 0.00% | New | 25 | $1K |
| Covestor Ltd | 0.00% | Add +211.1% | 28 | $1K |
| Bessemer Group Inc. | 0.00% | New | 25 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 17 | $817 |
| Creekmur Asset Management LLC | 0.00% | New | 14 | $682 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $390 |
| Hexagon Capital Partners LLC | 0.00% | New | 6 | $292 |
| Earned Wealth Advisors, LLC | 0.00% | New | 5 | $243 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 4 | $195 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -50.0% | 3 | $147 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $49 |
"% 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.