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
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.