H&E Equipment Services Ownership | Who Owns H&E Equipment Services?
H&E Equipment Services Ownership Summary
H&E Equipment Services is owned by 51.89% institutional investors, 12.77% insiders, and 35.33% retail investors. Vanguard group is the largest institutional shareholder, holding 10.14% of HEES shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.71% of its assets in H&E Equipment Services shares.
HEES Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | H&E Equipment Services | 51.89% | 12.77% | 35.33% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Rental & Leasing Service Stocks | 55.56% | 13.36% | 31.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.68M | 10.14% | $180.16M |
| Blackrock funding, inc. /de | 2.85M | 7.85% | $139.47M |
| Blackrock | 2.83M | 7.82% | $125.05M |
| Macquarie group | 2.24M | 6.18% | $109.82M |
| American century companies | 2.13M | 5.88% | $104.49M |
| Clearbridge investments | 2.12M | 5.84% | $103.77M |
| Dimensional fund advisors lp | 1.20M | 3.31% | $58.85M |
| Pertento partners llp | 1.03M | 2.84% | $50.43M |
| Bank of america corp /de/ | 879.56K | 2.43% | $38.85M |
| Westwood group | 855.48K | 2.36% | $41.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pertento partners llp | 1.03M | 4.27% | $50.43M |
| Penn capital management company | 210.72K | 1.01% | $10.32M |
| Perbak capital partners llp | 27.69K | 0.72% | $1.36M |
| Blue zone wealth advisors | 45.75K | 0.65% | $2.24M |
| Access financial services | 20.98K | 0.46% | $1.03M |
| Tt asset management | 53.42K | 0.38% | $2.62M |
| Efg asset management (north america) | 50.48K | 0.34% | $2.47M |
| Westwood group | 855.48K | 0.32% | $41.88M |
| Uniplan investment counsel | 67.24K | 0.31% | $3.29M |
| Harbour capital advisors | 28.05K | 0.31% | $1.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 855.48K | 0.32% | 823.51K |
| Victory capital management | 689.91K | 0.03% | 638.38K |
| Vaughan nelson investment management | 587.82K | 0.27% | 587.82K |
| Voya investment management | 424.81K | 0.02% | 414.23K |
| Ubs group | 400.27K | 0.00% | 314.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Elequin securities | - | - | -305.76K |
| Driehaus capital management | - | - | -297.73K |
| Arrowstreet capital, limited partnership | - | - | -285.83K |
| Mirae asset global investments | - | - | -262.28K |
| Guggenheim capital | - | - | -228.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vaughan nelson investment management | 587.82K | 0.27% | 587.82K | $28.78M |
| Sei investments | 119.54K | 0.01% | 119.54K | $5.85M |
| Natixis advisors | 118.64K | 0.01% | 118.64K | $5.81M |
| Norges bank | 104.39K | 0.00% | 104.39K | $5.11M |
| Raymond james financial | 74.33K | 0.00% | 74.33K | $3.64M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Allworth financial lp | -2.00 |
| Private trust co na | -4.00 |
| Capital performance advisors llp | -5.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 116 | -49.57% | 18,837,156 | -34.58% | 51 | 0.82% | 62 | -46.09% | 29 | -63.29% |
| Sep 30, 2024 | 228 | 4.59% | 28,775,548 | 2.25% | 79 | 1.31% | 113 | -12.40% | 79 | 31.67% |
| Jun 30, 2024 | 217 | -2.69% | 28,143,145 | -0.87% | 77 | 1.26% | 129 | 25.24% | 60 | -25.00% |
| Mar 31, 2024 | 223 | 9.31% | 28,390,132 | 0.77% | 78 | 1.29% | 103 | 8.42% | 80 | -4.76% |
| Dec 31, 2023 | 204 | 8.51% | 28,173,059 | 3.62% | 78 | 1.38% | 95 | -4.04% | 84 | 25.37% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 993.83K | 2.71% | 1.16K |
| Vanguard Total Stock Mkt Idx Inv | 988.24K | 2.70% | 652.00 |
| Avantis US Small Cap Value ETF | 958.19K | 2.62% | 1.49K |
| American Century Small Cap Growth Inv | 870.66K | 2.38% | 75.41K |
| American Century U.S. Small Cap Growth | 870.66K | 2.38% | 75.41K |
| Delaware Small Cap Core I | 866.83K | 2.37% | -5.37K |
| iShares Russell 2000 ETF | 849.26K | 2.32% | -7.37K |
| Vanguard Small Cap Index | 794.70K | 2.17% | 651.00 |
| BlackRock Event Driven Equity Instl | 780.05K | 2.13% | 78.22K |
| Delaware Small Cap Value A | 733.00K | 2.00% | -159.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 22, 2024 | Barber Bradley W | CEO | Sell | $728.25K |
| Mar 26, 2024 | Barber Bradley W | CEO | Sell | $788.24K |
| Mar 25, 2024 | Barber Bradley W | CEO | Sell | $69.25K |
| Mar 21, 2024 | KARLSON LAWRENCE C | - | Sell | $30.64K |
| Mar 21, 2024 | KARLSON LAWRENCE C | - | Sell | $501.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | 11 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
HEES Ownership FAQ
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