H&E Equipment ServicesHEES

13F holders, Q1 2025 (March 31)
249holders +51
110new positions
59sold out
6famous investors
$94.79avg. 13F price*

At the end of Q1 2025, 249 institutions reported holding H&E Equipment Services Inc. (HEES) in their 13F filings, up 51 from Q4 2024. 110 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($306.7M), BlackRock, Inc. ($243.8M) and Pentwater Capital Management LP ($156.4M). 6 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions110$1.2B
Exits59$384.7M

All 13F filers, Q4 2024 → Q1 2025: 16,247,495 shares bought and 15,545,461 shares sold, net +702,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 249 holders

Vanguard Group Inc. 0.01% Reduce -12.1% 3,235,140 $306.7M
BlackRock, Inc. 0.01% Reduce -9.7% 2,572,255 $243.8M
Pentwater Capital Management LP 2.19% New 1,650,000 $156.4M
American Century Companies Inc. 0.07% Reduce -45.9% 1,155,455 $109.5M
Goldman Sachs Group Inc. 0.02% Add +129.7% 1,132,214 $107.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2.50% New 1,085,190 $102.9M
UBS Group AG 0.02% Add +139.4% 958,347 $90.8M
HBK Investments L P 1.79% New 944,173 $89.5M
Dimensional Fund Advisors LP 0.02% Reduce -21.5% 943,682 $89.4M
Norges Bank 0.01% Add +671.9% 805,793 $76.4M
State Street Corp. 0.00% Reduce -4.0% 765,859 $72.6M
Geode Capital Management, LLC 0.01% Add +2.1% 764,887 $72.5M
Balyasny Asset Management L.P. 0.17% Add +2267.7% 715,409 $67.8M
Macquarie Group Ltd. 0.07% Reduce -72.9% 608,794 $57.7M
Magnetar Financial LLC 0.69% New 512,725 $48.6M
Alpine Associates Management Inc. 2.51% New 504,603 $47.8M
TIG Advisors, LLC 3.03% New 489,586 $46.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -11.5% 474,167 $44.9M
Alliancebernstein L.P. 0.02% Add +1196.9% 469,481 $44.5M
Man Group plc 0.13% New 453,920 $43.0M
Water Island Capital LLC 7.77% New 431,648 $40.9M
Glazer Capital, LLC 2.09% New 430,177 $40.8M
Millennium Management 0.04% New 402,976 $38.2M
Morgan Stanley 0.00% Add +5.3% 395,949 $37.5M
Westchester Capital Management, LLC 2.06% New 368,279 $34.9M
AQR Arbitrage LLC 1.46% New 354,101 $33.6M
LMR Partners LLP 0.91% New 345,955 $32.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -28.0% 338,218 $32.1M
Deutsche Bank AG 0.01% Add +34.1% 331,318 $31.4M
Northern Trust Corp. 0.00% Add +0.0% 330,327 $31.3M
Verition Fund Management LLC 0.18% New 325,281 $30.8M
Sona Asset Management (us) LLC 2.41% New 320,849 $30.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% New 293,000 $27.8M
First Trust Capital Management L.P. 1.92% New 280,674 $26.6M
HSBC Holdings PLC 0.02% Add +585.8% 257,758 $24.4M
Bank of America Corp. 0.00% Reduce -67.4% 253,548 $24.0M
FIL Ltd 0.02% New 243,000 $23.0M
Bank of New York Mellon Corp 0.00% Reduce -6.2% 233,105 $22.1M
Soros Fund Management 0.56% New 233,027 $22.1M
JPMorgan Chase & Co. 0.00% Add +211.0% 230,723 $21.9M
Janus Henderson Group PLC 0.01% Reduce -44.1% 194,258 $18.5M
Voloridge Investment Management, LLC 0.06% New 173,285 $16.4M
Slotnik Capital, LLC 6.94% New 147,900 $14.0M
Gabelli Funds LLC 0.10% Add +433.9% 133,473 $12.7M
Jane Street Group, LLC 0.02% Add +2217.4% 131,375 $12.5M
Adage Capital Partners Gp, L.L.C. 0.02% New 126,564 $12.0M
Harvest Management LLC 5.53% New 125,445 $11.9M
Taconic Capital Advisors LP 1.05% New 125,000 $11.8M
Twin Securities, Inc. 5.96% New 109,490 $10.4M
Woodline Partners LP 0.07% New 108,356 $10.3M
One68 Global Capital, LLC 4.77% New 102,455 $9.7M
Oddo BHF Asset Management Sas 0.39% New 98,847 $9.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.41% New 98,144 $9.3M
Citigroup Inc. 0.01% Add +155.8% 91,959 $8.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.9% 88,309 $8.4M
Franklin Resources Inc. 0.00% Add +957.4% 84,379 $8.0M
Advisors Asset Management, Inc. 0.15% Add +7.2% 81,974 $7.8M
Nuveen, LLC 0.00% — 78,867 $7.5M
New York Life Investment Management LLC 0.07% New 74,518 $7.1M
Natixis 0.04% Add +6506.3% 73,924 $7.0M
Invesco Ltd. 0.00% Reduce -52.7% 72,484 $6.9M
Marshall Wace, LLP 0.01% New 70,812 $6.7M
Versor Investments LP 1.07% New 69,544 $6.6M
Readystate Asset Management LP 0.60% New 69,399 $6.6M
Absolute Gestao de Investimentos Ltda. 2.87% New 68,996 $6.5M
Eisler Capital Management Ltd. 0.19% New 67,525 $6.4M
Swiss National Bank 0.00% Reduce -1.2% 63,800 $6.0M
Meteora Capital, LLC 2.23% New 62,867 $6.0M
Bardin Hill Management Partners LP 2.50% New 60,600 $5.7M
Squarepoint Ops LLC 0.01% New 57,200 $5.4M
Abc Arbitrage SA 0.95% New 53,992 $5.1M
Barclays PLC 0.00% Reduce -15.7% 53,593 $5.1M
Blue Zone Wealth Advisors, LLC 1.40% Add +15.8% 53,004 $5.0M
First Trust Advisors LP 0.00% Reduce -91.9% 50,351 $4.8M
Credit Industriel Et Commercial 1.04% New 48,633 $4.6M
Angelo Gordon & Co., L.P. 0.94% New 46,884 $4.4M
Rhumbline Advisers 0.00% Reduce -0.3% 45,551 $4.3M
Susquehanna International Group, LLP 0.01% Add +3.9% 44,415 $4.2M
Corient Private Wealth LP 0.01% Add +2.8% 41,629 $3.9M
Citadel Advisors 0.00% New 39,543 $3.7M
Legal & General Group Plc 0.00% Reduce -0.8% 39,391 $3.7M
Alberta Investment Management Corp 0.03% New 39,300 $3.7M
Dark Forest Capital Management LP 0.16% New 36,755 $3.5M
Carmignac Gestion 0.06% New 35,923 $3.4M
Shelton Capital Management 0.08% Reduce -0.2% 35,303 $3.3M
Stifel Financial Corp. 0.00% Reduce -49.4% 34,327 $3.3M
Boothbay Fund Management, LLC 0.11% New 31,437 $3.0M
California State Teachers Retirement System 0.00% Reduce -1.5% 30,235 $2.9M
Capula Management Ltd 0.02% New 30,000 $2.8M
Raymond James Financial Inc. 0.00% Reduce -61.5% 28,649 $2.7M
Syquant Capital Sas 1.88% New 28,000 $2.7M
Yakira Capital Management, Inc. 1.07% New 27,700 $2.6M
Keeley-Teton Advisors, LLC 0.29% Reduce -17.9% 25,500 $2.4M
GAMCO Investors 0.03% Reduce -29.0% 25,200 $2.4M
Two Sigma Investments, LP 0.01% Reduce -83.0% 25,119 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +3.7% 24,834 $2.4M
ExodusPoint Capital Management, LP 0.03% New 22,972 $2.2M
Aquatic Capital Management LLC 0.06% New 22,841 $2.2M
Russell Investments Group, Ltd. 0.00% Reduce -39.5% 22,431 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -46.8% 22,117 $2.1M
Intech Investment Management LLC 0.02% Add +26.9% 21,809 $2.1M
Bridgewater Associates 0.01% Reduce -82.0% 21,311 $2.0M
Wells Fargo & Company 0.00% Reduce -92.2% 21,052 $2.0M
Algert Global LLC 0.05% Reduce -30.6% 20,953 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -12.9% 20,849 $2.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 20,737 $2.0M
Wedge Capital Management L L P 0.04% Reduce -72.7% 20,682 $2.0M
RBF Capital, LLC 0.12% No change 20,000 $1.9M
State of New Jersey Common Pension Fund D 0.01% New 19,997 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -4.0% 18,744 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -75.9% 17,431 $1.7M
Wolverine Asset Management LLC 0.12% New 16,741 $1.6M
Corebridge Financial, Inc. 0.01% Reduce -1.5% 15,806 $1.5M
BCK Capital Management LP 1.14% New 15,500 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 14,796 $1.4M
XTX Topco Ltd 0.07% New 13,706 $1.3M
Centiva Capital, LP 0.07% New 13,608 $1.3M
Advisor Resource Council 0.10% New 13,907 $1.3M
Qube Research & Technologies Ltd 0.00% Reduce -17.8% 13,189 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -25.2% 13,140 $1.2M
Prelude Capital Management, LLC 0.12% New 12,586 $1.2M
FNY Investment Advisers, LLC 0.72% New 12,200 $1.2M
Jones Financial Companies LLLP 0.00% Reduce -2.2% 12,006 $1.1M
Creative Planning 0.00% Add +103.8% 11,256 $1.1M
CIBRA Capital Ltd 0.34% New 10,200 $967K
New York State Common Retirement Fund 0.00% Reduce -93.7% 9,971 $945K
Victory Capital Management Inc. 0.00% Reduce -98.6% 9,830 $932K
Jump Financial, LLC 0.01% New 9,727 $922K
Arizona State Retirement System 0.01% Reduce -0.8% 9,449 $896K
State Board of Administration of Florida Retirement System 0.00% No change 9,136 $866K
Ameriprise Financial Inc. 0.00% Reduce -94.5% 8,909 $845K
Teacher Retirement System of Texas 0.00% New 8,867 $841K
Nisa Investment Advisors, LLC 0.00% Add +3.6% 8,686 $823K
Voya Investment Management LLC 0.00% Reduce -98.0% 8,610 $816K
FMR LLC 0.00% Add +291.9% 7,379 $699K
LPL Financial LLC 0.00% Reduce -60.5% 7,276 $690K
Burren Capital Advisors Ltd 2.43% New 7,169 $680K
Cibc World Markets Corp. 0.01% New 7,159 $679K
Crestwood Advisors Group, LLC 0.01% Add +1.0% 7,068 $670K
Police & Firemen's Retirement System of New Jersey 0.01% No change 7,047 $668K
ProShare Advisors LLC 0.00% Reduce -23.1% 6,985 $662K
Sagefield Capital LP 0.08% New 6,900 $654K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.7% 6,753 $640K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -51.7% 6,730 $638K
Handelsbanken Fonder AB 0.00% No change 6,637 $629K
Mariner, LLC 0.00% New 6,444 $611K
KLP Kapitalforvaltning As 0.00% No change 6,400 $607K
Cetera Investment Advisers 0.00% Reduce -15.9% 6,387 $605K
Oxford Asset Management LLP 0.26% New 5,999 $569K
Meeder Asset Management Inc. 0.04% Add +312.4% 5,992 $568K
AQR Capital Management 0.00% New 5,911 $560K
Blackstone Inc. 0.00% New 5,892 $559K
Henshaw Capital LLC 0.02% Reduce -41.7% 5,380 $510K
Americana Partners, LLC 0.02% Reduce -11.3% 5,154 $489K
DekaBank Deutsche Girozentrale 0.00% No change 5,150 $487K
Bokf, NA 0.01% Reduce -93.7% 5,000 $474K
Pictet Asset Management Holding SA 0.00% Add +6.9% 4,958 $470K
Capital Advisors Inc. 0.01% New 4,700 $446K
Guggenheim Capital LLC 0.00% New 4,591 $435K
Quantinno Capital Management LP 0.00% New 4,037 $383K
Public Employees Retirement Association of Colorado 0.00% New 4,014 $380K
Sei Investments Co. 0.00% Reduce -96.8% 3,851 $365K
Comerica Bank 0.00% Reduce -86.4% 3,846 $365K
Ethic Inc. 0.01% New 3,790 $361K
Commonwealth Equity Services, LLC 0.00% Reduce -40.6% 3,626 $344K
CSS LLC 0.07% New 3,461 $328K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,405 $323K
Ashton Thomas Private Wealth, LLC 0.01% New 3,399 $322K
BNP Paribas Financial Markets 0.00% Reduce -71.6% 3,373 $320K
Integrity Alliance, Llc. 0.01% New 3,261 $309K
Royal Bank of Canada 0.00% Reduce -93.4% 3,208 $305K
Ameritas Investment Partners, Inc. 0.01% No change 3,197 $303K
Cozad Asset Management Inc. 0.03% Reduce -91.4% 3,194 $303K
O'shaughnessy Asset Management, LLC 0.00% New 3,102 $294K
Cinctive Capital Management LP 0.02% New 3,000 $284K
Cantor Fitzgerald, L. P. 0.01% New 2,600 $246K
Principal Financial Group Inc. 0.00% New 2,548 $242K
Wellington Shields Capital Management, LLC 0.04% New 2,450 $232K
Xponance LLC 0.00% New 2,444 $232K
Busey Bank 0.01% New 2,438 $231K
Tower Research Capital LLC (TRC) 0.01% Add +159.6% 2,430 $230K
Two Sigma Securities, LLC 0.03% New 2,201 $209K
SG Americas Securities, LLC 0.00% New 1,980 $188K
PNC Financial Services Group, Inc. 0.00% Add +20.2% 1,446 $137K
KBC Group NV 0.00% New 1,409 $134K
Brooklyn Investment Group 0.03% New 1,382 $131K
STRS Ohio 0.00% Add +62.5% 1,300 $123K
Amalgamated Bank 0.00% Add +0.3% 1,134 $107K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,102 $104K
Cwm, LLC 0.00% Add +5.5% 1,047 $99K
Vestcor Inc 0.00% New 1,000 $95K
Osaic Holdings, Inc. 0.00% Reduce -34.6% 791 $75K
Public Employees Retirement System of Ohio 0.00% Reduce -97.7% 766 $73K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.9% 601 $57K
Wellington Shields & Co., LLC 0.01% New 500 $47K
PEAK6 LLC 0.00% New 380 $36K
US Bancorp \de 0.00% No change 339 $32K
NewEdge Advisors, LLC 0.00% Add +13.3% 316 $30K
Signaturefd, LLC 0.00% Add +2.6% 314 $30K
Farther Finance Advisors, LLC 0.00% Add +108.4% 298 $28K
Summit Securities Group LLC 0.02% New 289 $27K
Hemington Wealth Management 0.00% Add +2.0% 259 $24K
ORG Partners LLC 0.01% No change 250 $24K
Quadrant Capital Group LLC 0.00% Add +33.0% 242 $23K
Physician Wealth Advisors, Inc. 0.00% Add +5.9% 233 $22K
Coldstream Capital Management Inc. 0.00% New 230 $22K
Optiver Holding B.V. 0.00% New 211 $20K
Nomura Asset Management Co. Ltd. 0.00% New 210 $20K
AlphaQuest LLC 0.00% New 182 $17K
Bfsg, LLC 0.00% No change 180 $17K
GAMMA Investing LLC 0.00% Reduce -7.3% 179 $17K
PenderFund Capital Management Ltd. 0.01% New 472 $16K
Lindbrook Capital, LLC 0.00% Add +9.9% 133 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -41.7% 119 $11K
Rise Advisors, LLC 0.00% New 109 $10K
Danske Bank A/S 0.00% Reduce -99.4% 100 $9K
Smartleaf Asset Management LLC 0.00% Add +295.8% 95 $9K
Capital Analysts, LLC 0.00% No change 90 $9K
Rothschild Investment LLC 0.00% Add +23.1% 80 $8K
Sterling Capital Management LLC 0.00% Reduce -35.0% 78 $7K
Parallel Advisors, LLC 0.00% Add +62.5% 78 $7K
SBI Securities Co., Ltd. 0.00% Add +9.0% 73 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -89.6% 60 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 50 $5K
Hexagon Capital Partners LLC 0.00% Add +176.5% 47 $4K
Avion Wealth 0.00% No change 100 $4K
Lazard Asset Management LLC 0.00% Reduce -99.3% 51 $4K
Covestor Ltd 0.00% Reduce -13.3% 26 $3K
Larson Financial Group LLC 0.00% New 26 $2K
WealthCollab, LLC 0.00% No change 25 $2K
Arax Advisory Partners 0.00% New 23 $2K
Parkside Financial Bank & Trust 0.00% New 20 $2K
Allworth Financial LP 0.00% New 15 $1K
JFS Wealth Advisors, LLC 0.00% Add +75.0% 14 $1K
EverSource Wealth Advisors, LLC 0.00% Add +18.2% 13 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -90.0% 13 $1K
Bessemer Group Inc. 0.00% New 10 $1K
WealthTrak Capital Management LLC 0.00% No change 10 $948
Stephens Consulting, LLC 0.00% New 10 $948
CVA Family Office, LLC 0.00% No change 9 $853
Cornerstone Planning Group LLC 0.00% No change 6 $540
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $474
Rialto Wealth Management, LLC 0.00% New 5 $474
SJS Investment Consulting Inc. 0.00% No change 3 $285
Private Wealth Asset Management, LLC 0.00% — 3 $284
Caitong International Asset Management Co., Ltd 0.00% New 2 $190
IFP Advisors, Inc 0.00% No change 2 $190
Parkworth Wealth Management, Inc. 0.00% No change 1 $95
Global Financial Private Client, LLC 0.00% No change 1 $95

"% 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.