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 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.7% | 16,049 | $786K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 16,040 | $785K |
| Klein Pavlis & Peasley Financial, Inc. | 0.61% | Add +28.7% | 15,335 | $751K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 14,932 | $731K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -18.6% | 13,946 | $683K |
| Jones Financial Companies LLLP | 0.00% | Add +2.4% | 12,280 | $601K |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.1% | 11,874 | $581K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +124.2% | 11,410 | $559K |
| BTC Capital Management, Inc. | 0.05% | Reduce -9.4% | 10,918 | $535K |
| KG Capital Management | 0.17% | Reduce -4.5% | 10,626 | $520K |
| Diversified Trust Co. | 0.01% | Add +5.7% | 10,615 | $520K |
| Jennison Associates LLC | 0.00% | New | 10,170 | $498K |
| Arizona State Retirement System | 0.00% | Add +0.6% | 9,523 | $466K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.8% | 9,426 | $462K |
| Henshaw Capital LLC | 0.02% | No change | 9,233 | $452K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,136 | $447K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 9,087 | $445K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 8,380 | $410K |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 7,980 | $391K |
| Cetera Investment Advisers | 0.00% | Add +12.8% | 7,595 | $372K |
| Renaissance Technologies | 0.00% | New | 7,332 | $359K |
| Lazard Asset Management LLC | 0.00% | Reduce -37.3% | 7,337 | $358K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 7,047 | $345K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 7,000 | $343K |
| Banco BTG Pactual S.A. | 0.08% | New | 7,000 | $338K |
| Handelsbanken Fonder AB | 0.00% | Add +17.7% | 6,637 | $325K |
| KLP Kapitalforvaltning As | 0.00% | — | 6,400 | $313K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,211 | $304K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.1% | 6,108 | $299K |
| Americana Partners, LLC | 0.01% | Add +0.1% | 5,812 | $285K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.3% | 5,720 | $280K |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 5,669 | $278K |
| Creative Planning | 0.00% | Add +5.7% | 5,524 | $270K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -97.2% | 5,390 | $264K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,150 | $252K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,639 | $227K |
| L.M. Kohn & Company | 0.06% | No change | 4,450 | $218K |
| Tudor Investment Corporation | 0.00% | Reduce -91.4% | 4,308 | $211K |
| AXA S.A. | 0.00% | Reduce -34.9% | 4,300 | $211K |
| Shell Asset Management Co. | 0.01% | No change | 4,119 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | Add +38.8% | 4,172 | $190K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,197 | $157K |
| Amica Retiree Medical Trust | 0.09% | No change | 1,889 | $93K |
| FMR LLC | 0.00% | Add +17.5% | 1,883 | $92K |
| Meeder Asset Management Inc. | 0.00% | Add +17.8% | 1,453 | $71K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.9% | 1,209 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 1,203 | $59K |
| Amalgamated Bank | 0.00% | No change | 1,130 | $55K |
| Natixis | 0.00% | Reduce -1.2% | 1,119 | $55K |
| Cwm, LLC | 0.00% | Add +2.9% | 992 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.2% | 936 | $46K |
| STRS Ohio | 0.00% | No change | 800 | $39K |
| Colonial Trust Co / SC | 0.01% | Add +0.4% | 710 | $35K |
| Simplex Trading, LLC | 0.00% | New | 667 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.8% | 619 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +689.0% | 576 | $28K |
| Byrne Asset Management LLC | 0.01% | Reduce -12.2% | 360 | $18K |
| US Bancorp \de | 0.00% | No change | 339 | $17K |
| Signaturefd, LLC | 0.00% | Add +14.6% | 306 | $15K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 279 | $14K |
| ORG Partners LLC | 0.00% | No change | 250 | $12K |
| Hemington Wealth Management | 0.00% | Reduce -1.6% | 254 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 220 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 204 | $10K |
| Orion Capital Management LLC | 0.00% | New | 203 | $10K |
| GAMMA Investing LLC | 0.00% | Add +21.4% | 193 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 182 | $9K |
| Bfsg, LLC | 0.00% | No change | 180 | $9K |
| Venturi Wealth Management, LLC | 0.00% | No change | 164 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 143 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 134 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 130 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 121 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +207.7% | 120 | $6K |
| Quarry LP | 0.00% | Reduce -30.2% | 104 | $5K |
| Avion Wealth | 0.00% | No change | 100 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 90 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +36.5% | 71 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 67 | $3K |
| Rothschild Investment LLC | 0.00% | Add +18.2% | 65 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 50 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 48 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 50 | $2K |
| Mather Group, Llc. | 0.00% | New | 28 | $1K |
| WealthCollab, LLC | 0.00% | New | 25 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +41.2% | 24 | $1K |
| Covestor Ltd | 0.00% | Add +7.1% | 30 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Add +183.3% | 17 | $832 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $539 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $530 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $490 |
| CVA Family Office, LLC | 0.00% | New | 9 | $441 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $392 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +66.7% | 5 | $245 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $147 |
| IFP Advisors, Inc | 0.00% | New | 2 | $98 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $49 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 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.