HEES — H & E EQUIPMENT SERVICES INC
Reported value held$1.29B
Funds holding (latest)42
Sector—
HEES (H & E EQUIPMENT SERVICES INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 42 funds have reported positions historically, with the sum of their latest reported stakes valued at $1.29B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.24M | $306.66M | 0.01% | Reduce |
| BlackRock Inc history | 2.57M | $243.82M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.13M | $107.32M | 0.02% | Add |
| UBS Group AG history | 1.03M | $97.20M | 0.02% | Add |
| Geode Capital Management history | 764.89K | $72.52M | 0.01% | Add |
| Balyasny Asset Management history | 715.41K | $67.81M | 0.11% | Add |
| Charles Schwab Investment Management history | 474.17K | $44.95M | 0.01% | Reduce |
| Millennium Management history | 473.18K | $44.85M | 0.03% | New |
| Morgan Stanley history | 395.95K | $37.53M | 0.00% | Add |
| Deutsche Bank AG history | 331.32K | $31.41M | 0.01% | Add |
| Northern Trust Corp history | 330.33K | $31.31M | 0.01% | Hold |
| Bank of America Corp history | 253.55K | $24.03M | 0.00% | Reduce |
| Fidelity International (FIL) history | 243.00K | $23.03M | 0.02% | New |
| BNY Mellon history | 233.10K | $22.10M | 0.00% | Reduce |
| Soros Fund Management history | 233.03K | $22.09M | 0.38% | New |
| JPMorgan Chase & Co history | 230.72K | $21.87M | 0.00% | Add |
| Janus Henderson Group history | 194.26K | $18.54M | 0.01% | Reduce |
| Citigroup Inc history | 91.96K | $8.72M | 0.01% | Add |
| Franklin Resources history | 84.38K | $8.00M | 0.00% | Add |
| Invesco Ltd history | 72.48K | $6.87M | 0.00% | Reduce |
| Marshall Wace history | 70.81K | $6.71M | 0.01% | New |
| Citadel Advisors history | 50.04K | $4.74M | 0.00% | Add |
| Legal & General Investment Management America history | 39.39K | $3.73M | 0.00% | Reduce |
| Two Sigma Investments history | 25.12K | $2.38M | 0.01% | Reduce |
| Bridgewater Associates history | 21.31K | $2.02M | 0.01% | Reduce |
| Wells Fargo & Co history | 21.05K | $2.00M | 0.00% | Reduce |
| Manulife Financial history | 13.14K | $1.25M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.38K | $699.47K | 0.00% | Add |
| AQR Capital Management history | 5.91K | $560.30K | 0.00% | New |
| Principal Global Investors history | 2.55K | $241.53K | 0.00% | New |
| PNC Financial Services history | 1.45K | $137.07K | 0.00% | Add |
| T. Rowe Price Associates history | 24.83K | $2.35K | 0.00% | Add |
| Lazard Asset Management history | 51 | $4 | 0.00% | Reduce |
Q4 2024 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.68M | $180.16M | 0.00% | Reduce |
| BlackRock Inc history | 2.85M | $139.47M | 0.00% | Reduce |
| Bank of America Corp history | 777.73K | $38.08M | 0.00% | Reduce |
| Geode Capital Management history | 748.81K | $36.67M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 535.59K | $26.22M | 0.01% | Reduce |
| Goldman Sachs Group history | 492.98K | $24.14M | 0.00% | Add |
| UBS Group AG history | 400.27K | $19.60M | 0.00% | Add |
| Morgan Stanley history | 376.15K | $18.42M | 0.00% | Reduce |
| Janus Henderson Group history | 347.48K | $17.01M | 0.01% | Hold |
| Northern Trust Corp history | 330.31K | $16.17M | 0.00% | Add |
| First Eagle Investment Management history | 269.49K | $13.19M | 0.03% | Add |
| Wells Fargo & Co history | 268.30K | $13.14M | 0.00% | Add |
| BNY Mellon history | 248.51K | $12.17M | 0.00% | Reduce |
| Deutsche Bank AG history | 247.07K | $12.10M | 0.01% | Add |
| Invesco Ltd history | 153.29K | $7.51M | 0.00% | Add |
| Two Sigma Investments history | 147.93K | $7.24M | 0.02% | Reduce |
| Bridgewater Associates history | 118.74K | $5.81M | 0.03% | Add |
| Norges Bank Investment Management history | 104.39K | $5.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 74.18K | $3.63M | 0.00% | Add |
| Legal & General Investment Management America history | 39.69K | $1.94M | 0.00% | Reduce |
| Citigroup Inc history | 35.95K | $1.76M | 0.00% | Add |
| Balyasny Asset Management history | 30.22K | $1.48M | 0.00% | Reduce |
| Citadel Advisors history | 25.00K | $1.22M | 0.00% | Reduce |
| Manulife Financial history | 17.57K | $860.37K | 0.00% | Reduce |
| Franklin Resources history | 7.98K | $390.70K | 0.00% | Reduce |
| Renaissance Technologies history | 7.33K | $358.98K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.88K | $92.20K | 0.00% | Add |
| PNC Financial Services history | 1.20K | $58.88K | 0.00% | Hold |
| T. Rowe Price Associates history | 23.95K | $1.17K | 0.00% | Add |
| Lazard Asset Management history | 7.34K | $358 | 0.00% | Reduce |
Q3 2024 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.82M | $186.19M | 0.00% | Hold |
| BlackRock Inc history | 2.94M | $142.93M | 0.00% | New |
| Bank of America Corp history | 881.68K | $42.92M | 0.00% | Hold |
| Geode Capital Management history | 755.02K | $36.76M | 0.00% | Add |
| Morgan Stanley history | 699.67K | $34.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 571.95K | $27.84M | 0.01% | Add |
| Janus Henderson Group history | 347.48K | $16.92M | 0.01% | Reduce |
| Northern Trust Corp history | 302.55K | $14.73M | 0.00% | Reduce |
| Goldman Sachs Group history | 274.28K | $13.35M | 0.00% | Reduce |
| BNY Mellon history | 255.79K | $12.45M | 0.00% | Reduce |
| Wells Fargo & Co history | 251.31K | $12.23M | 0.00% | Reduce |
| Deutsche Bank AG history | 238.22K | $11.60M | 0.01% | Hold |
| Two Sigma Investments history | 214.91K | $10.46M | 0.02% | Add |
| First Eagle Investment Management history | 203.09K | $9.89M | 0.02% | Reduce |
| Balyasny Asset Management history | 138.80K | $6.76M | 0.01% | Add |
| UBS Group AG history | 85.94K | $4.18M | 0.00% | Reduce |
| Invesco Ltd history | 80.75K | $3.93M | 0.00% | Reduce |
| Bridgewater Associates history | 71.67K | $3.49M | 0.02% | New |
| Millennium Management history | 56.46K | $2.75M | 0.00% | Reduce |
| Legal & General Investment Management America history | 40.10K | $1.95M | 0.00% | Add |
| Citadel Advisors history | 34.21K | $1.67M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 28.08K | $1.37M | 0.00% | Hold |
| Citigroup Inc history | 24.43K | $1.19M | 0.00% | Add |
| Manulife Financial history | 18.08K | $880.33K | 0.00% | Reduce |
| Franklin Resources history | 8.04K | $422.42K | 0.00% | Hold |
| Point72 Asset Management history | 4.00K | $194.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.60K | $77.98K | 0.00% | Reduce |
| PNC Financial Services history | 1.20K | $58.60K | 0.00% | Reduce |
| T. Rowe Price Associates history | 21.81K | $1.06K | 0.00% | Add |
| Lazard Asset Management history | 11.70K | $568 | 0.00% | Reduce |
Q2 2024 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.82M | $168.62M | 0.00% | Add |
| Bank of America Corp history | 879.56K | $38.85M | 0.00% | Hold |
| Geode Capital Management history | 750.79K | $33.17M | 0.00% | Add |
| Janus Henderson Group history | 578.16K | $25.54M | 0.01% | Add |
| Charles Schwab Investment Management history | 530.20K | $23.42M | 0.01% | Add |
| Invesco Ltd history | 495.63K | $21.89M | 0.01% | Reduce |
| Morgan Stanley history | 433.57K | $19.15M | 0.00% | Add |
| Goldman Sachs Group history | 320.93K | $14.18M | 0.00% | Reduce |
| Northern Trust Corp history | 317.81K | $14.04M | 0.00% | Add |
| Wells Fargo & Co history | 313.08K | $13.83M | 0.00% | Reduce |
| BNY Mellon history | 275.36K | $12.16M | 0.00% | Hold |
| Norges Bank Investment Management history | 243.31K | $10.75M | 0.00% | Add |
| Deutsche Bank AG history | 238.82K | $10.55M | 0.01% | Reduce |
| First Eagle Investment Management history | 210.29K | $9.29M | 0.02% | Reduce |
| Millennium Management history | 133.55K | $5.90M | 0.00% | Add |
| UBS Group AG history | 127.61K | $5.64M | 0.00% | Reduce |
| Two Sigma Investments history | 118.65K | $5.24M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 64.38K | $2.84M | 0.00% | Add |
| Citadel Advisors history | 39.05K | $1.73M | 0.00% | Reduce |
| Legal & General Investment Management America history | 34.93K | $1.54M | 0.00% | Add |
| Renaissance Technologies history | 33.83K | $1.49M | 0.00% | Add |
| JPMorgan Chase & Co history | 28.02K | $1.24M | 0.00% | Reduce |
| Manulife Financial history | 18.34K | $810.21K | 0.00% | Add |
| Citigroup Inc history | 17.96K | $793.47K | 0.00% | Reduce |
| Franklin Resources history | 8.01K | $353.98K | 0.00% | Add |
| Balyasny Asset Management history | 6.62K | $292.58K | 0.00% | New |
| D. E. Shaw & Co history | 5.81K | $256.67K | 0.00% | New |
| Point72 Asset Management history | 4.60K | $203.18K | 0.00% | Add |
| PNC Financial Services history | 1.45K | $64.23K | 0.00% | Reduce |
| T. Rowe Price Associates history | 21.52K | $951 | 0.00% | Add |
| Lazard Asset Management history | 14.26K | $629 | 0.00% | Add |
Q1 2024 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.79M | $243.01M | 0.01% | Hold |
| Invesco Ltd history | 1.32M | $84.71M | 0.02% | Add |
| Bank of America Corp history | 875.73K | $56.20M | 0.01% | Reduce |
| Geode Capital Management history | 731.04K | $46.92M | 0.00% | Add |
| Janus Henderson Group history | 549.52K | $35.27M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 465.79K | $29.89M | 0.01% | Add |
| Goldman Sachs Group history | 345.40K | $22.17M | 0.00% | Reduce |
| Wells Fargo & Co history | 324.67K | $20.84M | 0.01% | Add |
| Morgan Stanley history | 322.51K | $20.70M | 0.00% | Reduce |
| Northern Trust Corp history | 313.58K | $20.13M | 0.00% | Reduce |
| Deutsche Bank AG history | 311.58K | $20.00M | 0.01% | Add |
| BNY Mellon history | 274.59K | $17.62M | 0.00% | Reduce |
| First Eagle Investment Management history | 214.53K | $13.77M | 0.03% | Reduce |
| UBS Group AG history | 202.05K | $12.97M | 0.00% | Add |
| Two Sigma Investments history | 100.18K | $6.43M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 95.02K | $6.10M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 57.85K | $3.71M | 0.00% | Reduce |
| Millennium Management history | 44.43K | $2.85M | 0.00% | Reduce |
| Citadel Advisors history | 42.54K | $2.73M | 0.00% | Reduce |
| Legal & General Investment Management America history | 30.93K | $1.99M | 0.00% | Reduce |
| Citigroup Inc history | 21.52K | $1.38M | 0.00% | Add |
| Manulife Financial history | 17.72K | $1.14M | 0.00% | Add |
| Franklin Resources history | 6.70K | $430.20K | 0.00% | Hold |
| Principal Global Investors history | 4.33K | $277.71K | 0.00% | New |
| Point72 Asset Management history | 3.20K | $205.38K | 0.00% | Reduce |
| PNC Financial Services history | 2.22K | $142.68K | 0.00% | Add |
| Arrowstreet Capital history | 285.83K | $18.34K | 0.02% | Reduce |
| T. Rowe Price Associates history | 20.43K | $1.31K | 0.00% | Add |
| Lazard Asset Management history | 7.26K | $465 | 0.00% | Hold |
| Renaissance Technologies history | 6.50K | $417 | 0.00% | Reduce |
Q4 2023 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.80M | $199.03M | 0.00% | Add |
| Invesco Ltd history | 1.26M | $65.70M | 0.02% | Reduce |
| Bank of America Corp history | 885.89K | $46.35M | 0.01% | Add |
| Geode Capital Management history | 712.91K | $37.30M | 0.00% | Add |
| Janus Henderson Group history | 577.88K | $30.23M | 0.02% | Reduce |
| Morgan Stanley history | 447.55K | $23.42M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 445.58K | $23.31M | 0.01% | Add |
| Goldman Sachs Group history | 354.07K | $18.52M | 0.00% | Reduce |
| Northern Trust Corp history | 324.59K | $16.98M | 0.00% | Reduce |
| BNY Mellon history | 277.97K | $14.54M | 0.00% | Reduce |
| Deutsche Bank AG history | 240.73K | $12.59M | 0.01% | Hold |
| Norges Bank Investment Management history | 226.06K | $11.83M | 0.00% | Reduce |
| First Eagle Investment Management history | 225.73K | $11.81M | 0.03% | Add |
| UBS Group AG history | 183.18K | $9.58M | 0.00% | Add |
| Wells Fargo & Co history | 151.96K | $7.95M | 0.00% | Add |
| Two Sigma Investments history | 112.53K | $5.89M | 0.01% | Reduce |
| Citadel Advisors history | 110.43K | $5.78M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 63.83K | $3.34M | 0.00% | Add |
| Millennium Management history | 57.28K | $3.00M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 55.46K | $2.90M | 0.00% | Add |
| Legal & General Investment Management America history | 31.11K | $1.63M | 0.00% | Add |
| D. E. Shaw & Co history | 26.25K | $1.37M | 0.00% | Reduce |
| Manulife Financial history | 16.64K | $870.61K | 0.00% | Reduce |
| Citigroup Inc history | 12.16K | $636.37K | 0.00% | Add |
| Franklin Resources history | 6.70K | $350.70K | 0.00% | Add |
| Point72 Asset Management history | 4.60K | $240.67K | 0.00% | Add |
| PNC Financial Services history | 1.22K | $63.69K | 0.00% | Reduce |
| Arrowstreet Capital history | 289.73K | $15.16K | 0.02% | Add |
| Renaissance Technologies history | 26.90K | $1.41K | 0.00% | Reduce |
| T. Rowe Price Associates history | 19.27K | $1.01K | 0.00% | Add |
| Lazard Asset Management history | 7.23K | $377 | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 3.24M | 3.68M | 3.82M | 3.82M | 3.79M | 3.80M | 3.75M | 3.77M | 3.73M | 3.50M | 3.32M | 3.25M | 3.14M | 3.05M | 3.06M | 3.06M | 2.96M |
| BlackRock Inc | 2.57M | 2.85M | 2.94M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.13M | 492.98K | 274.28K | 320.93K | 345.40K | 354.07K | 385.29K | 394.98K | 291.55K | 566.30K | 648.89K | 484.11K | 432.49K | 597.63K | 786.69K | — | — |
| UBS Group AG | 1.03M | 400.27K | 85.94K | 127.61K | 202.05K | 183.18K | 168.86K | 140.38K | 88.43K | 101.97K | 88.34K | 74.93K | 84.59K | 61.18K | 53.95K | — | — |
| Geode Capital Management | 764.89K | 748.81K | 755.02K | 750.79K | 731.04K | 712.91K | 684.68K | 670.67K | 640.76K | 614.22K | 598.48K | 566.62K | 576.71K | 561.23K | 545.81K | — | — |
| Balyasny Asset Management | 715.41K | 30.22K | 138.80K | 6.62K | — | — | — | 19.03K | — | — | — | — | 56.98K | — | 127.87K | — | — |
| Charles Schwab Investment Management | 474.17K | 535.59K | 571.95K | 530.20K | 465.79K | 445.58K | 440.60K | 458.60K | 465.81K | 473.02K | 462.98K | 447.56K | 428.07K | 419.63K | 413.17K | — | — |
| Millennium Management | 473.18K | — | 56.46K | 133.55K | 44.43K | 57.28K | 100.78K | 85.08K | 35.07K | 42.41K | 50.93K | 53.42K | 9.77K | 30.26K | 354.08K | — | — |
| Morgan Stanley | 395.95K | 376.15K | 699.67K | 433.57K | 322.51K | 447.55K | 468.90K | 392.01K | 416.38K | 276.35K | 304.69K | 315.26K | 152.83K | 183.17K | 204.97K | — | — |
| Deutsche Bank AG | 331.32K | 247.07K | 238.22K | 238.82K | 311.58K | 240.73K | 241.06K | 226.14K | 231.32K | 223.84K | 222.71K | 269.14K | 227.29K | 229.37K | 243.26K | — | — |
| Northern Trust Corp | 330.33K | 330.31K | 302.55K | 317.81K | 313.58K | 324.59K | 327.96K | 328.71K | 320.54K | 317.84K | 309.01K | 396.23K | 674.06K | 676.64K | 664.51K | — | — |
| Bank of America Corp | 253.55K | 777.73K | 881.68K | 879.56K | 875.73K | 885.89K | 819.88K | 731.37K | 903.35K | 334.94K | 290.76K | 366.35K | 335.59K | 289.44K | 199.30K | — | — |
| Fidelity International (FIL) | 243.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 233.10K | 248.51K | 255.79K | 275.36K | 274.59K | 277.97K | 307.89K | 302.05K | 305.42K | 308.00K | 308.90K | 296.43K | 355.45K | 361.04K | 444.33K | — | — |
| Soros Fund Management | 233.03K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 230.72K | 74.18K | 28.08K | 28.02K | 95.02K | 55.46K | 46.67K | 57.88K | 10.65K | 53.07K | 41.09K | 82.50K | 77.17K | 105.99K | 60.37K | — | — |
| Janus Henderson Group | 194.26K | 347.48K | 347.48K | 578.16K | 549.52K | 577.88K | 676.98K | 798.41K | 641.01K | 874.79K | 1.14M | 1.16M | 769.24K | 1.52M | 1.65M | 1.63M | — |
| Citigroup Inc | 91.96K | 35.95K | 24.43K | 17.96K | 21.52K | 12.16K | 6.13K | 16.11K | 4.55K | 3.94K | 4.08K | 5.52K | 7.51K | 14.86K | 10.47K | — | — |
| Franklin Resources | 84.38K | 7.98K | 8.04K | 8.01K | 6.70K | 6.70K | 6.58K | 6.19K | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 72.48K | 153.29K | 80.75K | 495.63K | 1.32M | 1.26M | 1.36M | 1.28M | 1.23M | 629.47K | 92.08K | 98.65K | 151.49K | 188.28K | 105.16K | — | — |