H&E Equipment Services Inc (HEES) Ownership

95.94 ↑0.70 (0.73%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of H&E Equipment Services Inc (HEES), owning a total of 3.7 million shares. Combined, the top 45 institutional holders of HEES own 89.11% of the company with a total of 32.6 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of HEES by 3.3 million shares. 14 institutions bought 3,891,100 total additional shares and increased their ownership by an average of 595.20%. However 8 institutions sold 561,022 total shares and decreased their ownership by an average of 4.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of H&E Equipment Services increased by a net total of 3,330,078 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.050%-3.791%3,679,763-145,0082024-12-31
BlackRock Inc7.780%-2.981%2,848,619-87,5322024-12-31
Macquarie Group Ltd6.127%4.271%2,243,10391,8882024-12-31
American Century Companies Inc5.829%17.243%2,134,252313,8802024-12-31
ClearBridge Advisors, LLC5.789%-6.879%2,119,455-156,5592024-12-31
Dimensional Fund Advisors, Inc.3.283%-0.060%1,201,877-7242024-12-31
Pertento Partners LLP2.814%13.080%1,030,094119,1512024-12-31
Westwood Holdings Group Inc2.337%2,576.210%855,476823,5102024-12-31
State Street Corp2.179%2.390%797,69618,6212024-12-31
Bank of America Corp2.124%-11.790%777,727-103,9512024-12-31
Geode Capital Management, LLC2.045%-0.822%748,811-6,2062024-12-31
Victory Capital Management Inc.1.884%1,238.800%689,911638,3792024-12-31
First Trust Advisors L.P.1.703%34.514%623,488159,9762024-12-31
Vaughan Nelson Scarbrgh & Mccullough LP1.606%0.000%587,817587,8172024-12-31
Charles Schwab Investment Management Inc1.463%-6.357%535,589-36,3582024-12-31
Goldman Sachs Group Inc1.347%79.738%492,983218,7052024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.283%5.666%469,56525,1782024-12-31
Cooke & Bieler LP1.263%-5.066%462,539-24,6842024-12-31
ING Investment Management LLC1.160%3,914.070%424,809414,2262024-12-31
UBS Group AG1.093%365.748%400,273314,3312024-12-31
abrdn PLC0.963%4.035%352,61513,6772024-12-31
Fisher Asset Management, LLC0.953%77.077%348,656151,7612024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.050%-3.791%3,679,763-145,0082024-12-31
BlackRock Inc7.780%-2.981%2,848,619-87,5322024-12-31
Macquarie Group Ltd6.127%4.271%2,243,10391,8882024-12-31
American Century Companies Inc5.829%17.243%2,134,252313,8802024-12-31
ClearBridge Advisors, LLC5.789%-6.879%2,119,455-156,5592024-12-31
Dimensional Fund Advisors, Inc.3.283%-0.060%1,201,877-7242024-12-31
Pertento Partners LLP2.814%13.080%1,030,094119,1512024-12-31
Westwood Holdings Group Inc2.337%2,576.210%855,476823,5102024-12-31
State Street Corp2.179%2.390%797,69618,6212024-12-31
Bank of America Corp2.124%-11.790%777,727-103,9512024-12-31
Geode Capital Management, LLC2.045%-0.822%748,811-6,2062024-12-31
State Street Corporation2.036%0.375%743,5272,7752024-03-31
Morgan Stanley - Brokerage Accounts1.911%-19.314%699,666-167,4782024-09-30
Victory Capital Management Inc.1.884%1,238.800%689,911638,3792024-12-31
First Trust Advisors L.P.1.703%34.514%623,488159,9762024-12-31
AllianceBernstein L.P.1.657%-20.097%602,638-151,5722023-03-31
Vaughan Nelson Scarbrgh & Mccullough LP1.606%0.000%587,817587,8172024-12-31
Charles Schwab Investment Management Inc1.463%-6.357%535,589-36,3582024-12-31
Amvescap Plc.1.354%-62.448%495,627-824,2142024-06-30
Goldman Sachs Group Inc1.347%79.738%492,983218,7052024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.283%5.666%469,56525,1782024-12-31
Cooke & Bieler LP1.263%-5.066%462,539-24,6842024-12-31
Medina Singh Partners, LLC1.212%1.792%441,0837,7662022-12-31
ING Investment Management LLC1.160%3,914.070%424,809414,2262024-12-31
Ameriprise Financial Inc1.152%-13.531%419,153-65,5912022-12-31
Citadel Advisors Llc1.127%7.175%410,63427,4892023-06-30
UBS Group AG1.093%365.748%400,273314,3312024-12-31
NORGES BANK1.030%17.486%374,85955,7932022-12-31
Assenagon Asset Management SA0.968%62.874%353,611136,5042023-12-31
abrdn PLC0.963%4.035%352,61513,6772024-12-31
Fisher Asset Management, LLC0.953%77.077%348,656151,7612024-12-31
HHG PLC0.949%-39.900%347,475-230,6892024-09-30
New York State Common Retirement Fund0.939%0.021%341,034702022-09-30
Wells Fargo & Co0.855%-3.572%313,078-11,5962024-06-30
Deutsche Bank AG0.853%29.434%311,58070,8542024-03-31
Intrinsic Edge Capital Management, LLC0.846%-7.630%309,073-25,5292023-12-31
Mirae Asset Global Investments (Korea) Co Ltd0.841%-0.860%307,233-2,6662023-12-31
ELEQUIN CAPITAL LP0.837%0.000%305,763305,7632024-03-31
Northern Trust Corp0.827%-4.800%302,552-15,2562024-09-30
Driehaus Capital Management LLC0.815%13.390%297,72535,1572024-03-31
Nuveen Asset Management, LLC0.812%55.796%295,790105,9332023-06-30
Arrowstreet Capital Limited Partnership0.783%-1.345%285,830-3,8972024-03-31
Redwood Investments, LLC0.771%21.872%280,89150,4102023-09-30
Bank of New York Mellon Corp0.754%0.280%275,3637702024-06-30
Penn Capital Management Company LLC0.707%-8.652%258,839-24,5162024-09-30

Mutual Fund Ownership

Delaware US Small Cap Value Eq SMA is the biggest individual fund holder of H&E Equipment Services Inc (HEES), owning a total of 1.1 million shares. Combined, the top 45 mutual fund holders of HEES own 63.81% of the company with a total of 23.3 million shares.

In the latest ownership report on February 28th 2025, the top 45 fund holders increased their combined ownership of HEES by 92 thousand shares. 6 funds bought 113,865 total additional shares and increased their ownership by an average of 4.06%. However 5 funds sold 21,916 total shares and decreased their ownership by an average of 1.1%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding H&E Equipment Services increased by a net total of 91,949 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.699%0.066%988,2366522025-02-28
Avantis US Small Cap Value ETF2.526%0.334%924,8703,0802025-02-28
iShares Russell 2000 ETF2.273%-1.162%832,063-9,7822025-02-28
Vanguard Small Cap Index2.171%0.082%794,6966512025-02-28
BlackRock Event Driven Equity Instl2.131%11.145%780,04978,2172025-02-28
Vanguard Small Cap Value Index Inv1.430%-0.337%523,374-1,7722025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.299%0.135%475,7176402025-02-28
Global X US Infrastructure Dev ETF0.840%-0.185%307,476-5702025-02-28
Franklin Mutual Quest Z0.748%12.595%273,78030,6252025-02-28
iShares Russell 2000 Growth ETF0.721%-0.118%263,852-3122025-02-28
iShares US Infrastructure ETF0.674%-3.700%246,735-9,4802025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Delaware US Small Cap Value Eq SMA2.938%-5.173%1,068,700-58,3002023-06-30
Vanguard Total Stock Mkt Idx Inv2.699%0.066%988,2366522025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.603%1.638%948,73515,2872023-03-31
Avantis US Small Cap Value ETF2.526%0.334%924,8703,0802025-02-28
American Century U.S. Small Cap Growth2.378%9.483%870,66475,4102024-12-31
American Century Small Cap Growth Inv2.378%9.483%870,66475,4102024-12-31
Delaware Sm-Cap Val Eq2.397%0.000%870,20002022-03-31
Delaware Small Cap Core I2.368%0.000%866,82802024-10-31
iShares Russell 2000 ETF2.273%-1.162%832,063-9,7822025-02-28
Vanguard Small Cap Index2.171%0.082%794,6966512025-02-28
BlackRock Event Driven Equity Instl2.131%11.145%780,04978,2172025-02-28
Macquarie US Small Cap Core Equity2.031%-1.157%741,867-8,6832024-03-31
Delaware US Small Cap Core Equity (SMA)2.031%-1.157%741,867-8,6832024-03-31
Delaware Small Cap Value A2.002%0.000%733,00002024-10-31
Macquarie Small Cap Value A1.978%-0.808%724,100-5,9002024-12-31
First Trust RBA Amer Indl RenaisTM ETF1.598%0.804%585,1564,6682024-12-30
Vanguard Small Cap Value Index Inv1.430%-0.337%523,374-1,7722025-02-28
Macquarie Small Cap Core I1.356%-46.633%496,422-433,7892025-01-31
Invesco Discovery A1.344%0.000%490,86002024-08-31
Victory Sycamore Small Company Opp R1.311%0.000%480,000480,0002024-12-31
Victory Small Cap Value CIT (Net 75)1.311%0.000%480,000480,0002024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.299%0.135%475,7176402025-02-28
Vanguard Extended Market Index Investor1.290%-0.021%469,388-982023-08-31
American Century U.S. Small Cap Gr SMA1.133%-16.193%412,052-79,6152023-06-30
Avantis® U.S. Small Cap Value ETF1.055%0.000%383,69602023-07-29
Invesco OFI Small Cap Growth0.981%-63.062%358,188-611,5122024-06-30
Delaware VIP Small Cap Value Series Std0.895%0.000%326,80002024-02-29
Fidelity Small Cap Index0.882%-0.974%322,927-3,1762024-12-31
Janus Henderson Small Cap Value L0.867%0.000%317,48402025-01-31
Penn Capital Small Cap Equity0.873%0.000%316,93902022-09-30
Fidelity® Small Cap Index0.852%2.880%310,6278,6962023-10-31
Victory Market Neutral Income I0.854%48.016%309,909100,5332022-09-30
Global X US Infrastructure Dev ETF0.840%-0.185%307,476-5702025-02-28
ClearBridge Small Cap Growth A0.820%-73.255%300,255-822,4002025-01-31
ClearBridge Select I0.785%-32.924%287,266-141,0002025-01-31
Macquarie VIP Small Cap Value Series Std0.756%0.000%276,70002024-12-31
Franklin Mutual Quest Z0.748%12.595%273,78030,6252025-02-28
ClearBridge Small Cap Growth CIT CL R20.731%-5.811%267,428-16,5002024-12-31
ClearBridge Small Cap Growth0.729%-76.221%266,955-855,7002025-01-31
DFA US Small Cap I0.727%-6.546%265,063-18,5662023-09-30
iShares Russell 2000 Growth ETF0.721%-0.118%263,852-3122025-02-28
DFA US Micro Cap I0.705%0.000%258,25602025-01-31
Vanguard Explorer Inv0.691%2.596%252,5066,3882024-03-31
iShares US Infrastructure ETF0.674%-3.700%246,735-9,4802025-02-28
Voya Small Cap Growth0.656%0.000%240,166240,1662024-12-31

Discussions

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RippedInNewYork5/31/24 03:32am

$HEES Chill out and chill some more. It's all temporary.

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