Institutional Ownership H&E Equipment Services, Inc. (HEES)
This table provides information about the institutional ownership of H&E Equipment Services, Inc. (HEES). We have compiled data on the 265 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
250
shares
|
$23,660
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
242
shares
|
$22,902
0.0% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
233
shares
|
$22,051
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
230
shares
|
$21,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
211
shares
|
$19,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
210
shares
|
$19,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
182
shares
|
$17,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
180
shares
|
$17,035
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
133
shares
|
$12,587
0.0% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$9,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
95
shares
|
$8,990
0.0% of portfolio
|
Q1 2025
Added 295.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
90
shares
|
$8,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$7,571
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
78
shares
|
$7,381
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
73
shares
|
$6,908
0.0% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
71
shares
|
$6,719
0.0% of portfolio
|
Q4 2024
Added 36.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
60
shares
|
$5,678
0.0% of portfolio
|
Q1 2025
Reduced 89.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
51
shares
|
$4,826
0.0% of portfolio
|
Q1 2025
Reduced 99.3%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
50
shares
|
$4,732
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
47
shares
|
$4,448
0.0% of portfolio
|
Q1 2025
Added 176.47%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
26
shares
|
$2,460
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
26
shares
|
$2,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
25
shares
|
$2,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
23
shares
|
$2,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
New holding
|