H&E Equipment ServicesHEES
13F holders, Q4 2024 (December 31)198holders −27
21new positions
50sold out
5famous investors
$48.95avg. 13F price*
At the end of Q4 2024, 198 institutions reported holding H&E Equipment Services Inc. (HEES) in their 13F filings, down 27 from Q3 2024. 21 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($180.2M), BlackRock, Inc. ($139.5M) and Macquarie Group Ltd. ($109.8M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $46.0M |
| Exits | 50 | $53.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,757,947 shares bought and 2,967,165 shares sold, net +1,790,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Vanguard Group Inc. | 0.00% | Reduce -3.8% | 3,679,763 | $180.2M |
| BlackRock, Inc. | 0.00% | Reduce -3.0% | 2,848,619 | $139.5M |
| Macquarie Group Ltd. | 0.13% | Add +4.3% | 2,243,103 | $109.8M |
| American Century Companies Inc. | 0.06% | Add +17.2% | 2,134,252 | $104.5M |
| Clearbridge Investments, LLC | 0.08% | Reduce -6.9% | 2,119,455 | $103.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.1% | 1,201,877 | $58.8M |
| Pertento Partners LLP | 5.19% | Add +13.1% | 1,030,094 | $50.4M |
| Westwood Holdings Group Inc. | 0.33% | Add +2576.2% | 855,476 | $41.9M |
| State Street Corp. | 0.00% | Add +2.4% | 797,696 | $39.1M |
| Bank of America Corp. | 0.00% | Reduce -11.8% | 777,727 | $38.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 748,811 | $36.7M |
| Victory Capital Management Inc. | 0.03% | Add +1238.8% | 689,911 | $33.8M |
| First Trust Advisors LP | 0.03% | Add +34.5% | 623,488 | $30.5M |
| Vaughan Nelson Investment Management, L.P. | 0.27% | New | 587,817 | $28.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.4% | 535,589 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +79.7% | 492,983 | $24.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +5.7% | 469,565 | $23.0M |
| Cooke & Bieler LP | 0.22% | Reduce -5.1% | 462,539 | $22.6M |
| Voya Investment Management LLC | 0.03% | Add +3914.1% | 424,809 | $20.8M |
| UBS Group AG | 0.00% | Add +365.8% | 400,273 | $19.6M |
| Morgan Stanley | 0.00% | Reduce -46.2% | 376,153 | $18.4M |
| Aberdeen Group plc | 0.03% | Add +4.0% | 352,615 | $17.3M |
| Fisher Asset Management | 0.01% | Add +77.1% | 348,656 | $17.1M |
| Janus Henderson Group PLC | 0.01% | No change | 347,475 | $17.0M |
| Northern Trust Corp. | 0.00% | Add +9.2% | 330,310 | $16.2M |
| First Eagle Investment Management, LLC | 0.03% | Add +32.7% | 269,493 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 268,301 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 248,513 | $12.2M |
| Deutsche Bank AG | 0.00% | Add +3.7% | 247,070 | $12.1M |
| Penn Capital Management Company, LLC | 1.01% | Reduce -18.6% | 210,718 | $10.3M |
| Two Sigma Advisers, LP | 0.02% | Reduce -12.4% | 208,385 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 160,621 | $7.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.5% | 157,442 | $7.7M |
| Invesco Ltd. | 0.00% | Add +89.8% | 153,291 | $7.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -31.2% | 147,929 | $7.2M |
| Gilder Gagnon Howe & Co. LLC | 0.07% | Reduce -0.1% | 135,487 | $6.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.5% | 130,881 | $6.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.4% | 122,745 | $6.0M |
| Sei Investments Co. | 0.01% | New | 119,542 | $5.9M |
| Bridgewater Associates | 0.03% | Add +65.7% | 118,736 | $5.8M |
| Natixis Advisors, LLC | 0.01% | New | 118,643 | $5.8M |
| Panagora Asset Management Inc. | 0.02% | Reduce -46.1% | 106,383 | $5.2M |
| Norges Bank | 0.00% | Reduce -11.2% | 104,391 | $5.1M |
| Foundry Partners, LLC | 0.25% | Add +6.5% | 100,432 | $4.9M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -12.9% | 87,613 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.5% | 78,203 | $3.8M |
| Advisors Asset Management, Inc. | 0.07% | Add +18.4% | 76,483 | $3.7M |
| Wedge Capital Management L L P | 0.07% | Reduce -1.4% | 75,690 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 74,333 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +164.2% | 74,184 | $3.6M |
| State of Wisconsin Investment Board | 0.01% | Add +9.4% | 72,337 | $3.5M |
| Bokf, NA | 0.06% | Reduce -2.5% | 79,933 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -17.5% | 67,874 | $3.3M |
| Uniplan Investment Counsel, Inc. | 0.31% | Reduce -0.7% | 67,236 | $3.3M |
| Swiss National Bank | 0.00% | Add +0.6% | 64,600 | $3.2M |
| Barclays PLC | 0.00% | Add +4.2% | 63,583 | $3.1M |
| Kennedy Capital Management LLC | 0.06% | Reduce -47.3% | 58,680 | $2.9M |
| Federated Hermes, Inc. | 0.01% | Add +34.8% | 55,183 | $2.7M |
| TT International Asset Management LTD | 0.38% | Reduce -2.5% | 53,420 | $2.6M |
| EFG Asset Management (North America) Corp. | 0.34% | Add +143.5% | 50,484 | $2.5M |
| Sit Investment Associates Inc. | 0.06% | No change | 50,365 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -23.4% | 48,535 | $2.4M |
| Blue Zone Wealth Advisors, LLC | 0.65% | New | 45,752 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +1.7% | 45,678 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +11.1% | 42,741 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -1.6% | 41,608 | $2.0M |
| Corient Private Wealth LP | 0.00% | No change | 40,482 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +6.1% | 39,692 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +609.3% | 37,585 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.9% | 37,107 | $1.8M |
| Polaris Capital Management, LLC | 0.09% | No change | 37,000 | $1.8M |
| Cozad Asset Management Inc. | 0.17% | Reduce -1.0% | 36,960 | $1.8M |
| Oliver Luxxe Assets LLC | 0.32% | No change | 36,721 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +8.7% | 36,199 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.0% | 35,966 | $1.8M |
| Citigroup Inc. | 0.00% | Add +47.2% | 35,952 | $1.8M |
| GAMCO Investors | 0.02% | Reduce -1.4% | 35,500 | $1.7M |
| Shelton Capital Management | 0.04% | Reduce -49.8% | 35,367 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +3997.9% | 32,824 | $1.6M |
| Keeley-Teton Advisors, LLC | 0.18% | Add +40.6% | 31,050 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 30,691 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -78.2% | 30,216 | $1.5M |
| Algert Global LLC | 0.03% | Reduce -75.6% | 30,173 | $1.5M |
| Comerica Bank | 0.01% | Reduce -0.1% | 28,275 | $1.4M |
| Harbour Capital Advisors, LLC | 0.31% | Add +7.4% | 28,045 | $1.4M |
| Perbak Capital Partners LLP | 0.72% | New | 27,690 | $1.4M |
| Gabelli Funds LLC | 0.01% | No change | 25,000 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.8% | 23,953 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 23,947 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 21,800 | $1.1M |
| Access Financial Services, Inc. | 0.46% | Add +20.4% | 20,976 | $1.0M |
| Private Capital Management, LLC | 0.11% | Reduce -22.4% | 20,500 | $1.0M |
| RBF Capital, LLC | 0.05% | No change | 20,000 | $979K |
| MetLife Investment Management, LLC | 0.01% | Add +6.2% | 19,520 | $956K |
| LPL Financial LLC | 0.00% | Reduce -19.3% | 18,426 | $902K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 17,743 | $869K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 17,573 | $860K |
| Intech Investment Management LLC | 0.01% | Add +144.0% | 17,179 | $841K |
| Danske Bank A/S | 0.00% | Reduce -20.8% | 16,279 | $797K |
| Amica Mutual Insurance Co. | 0.08% | No change | 16,058 | $786K |
"% 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.