H&E Equipment Services Ownership 2024 | Who Owns H&E Equipment Services Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

21.98%

Insider Ownership

12.58%

Retail Ownership

65.43%

Institutional Holders

84.00

H&E Equipment Services Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.55%0.00%3,817,56731,1670.82%168,621,934Jun 30, 2024
BLACKROCK INC.7.82%0.00%2,831,16051,5581.85%125,052,319Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC6.27%0.08%2,270,996-172,006-7.04%100,309,877Jun 30, 2024
MACQUARIE GROUP LTD6.12%0.11%2,214,399-34,522-1.53%97,810,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC3.90%0.04%1,410,554721,270104.64%62,304,320Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.23%0.01%1,168,314-12,583-1.07%51,604,188Jun 30, 2024
PERTENTO PARTNERS LLP2.47%3.99%893,088528,558145.00%39,447,697Jun 30, 2024
BANK OF AMERICA CORP /DE/2.43%0.00%879,5643,8330.44%38,850,341Jun 30, 2024
STATE STREET CORP2.09%0.00%757,27013,7431.85%33,448,616,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.07%0.00%750,79119,7512.70%33,168,632Jun 30, 2024
JANUS HENDERSON GROUP PLC1.60%0.01%578,16428,6395.21%25,537,150Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.46%0.00%530,19864,41113.83%23,418,846Jun 30, 2024
INVESCO LTD.1.37%0.00%495,627-824,214-62.45%21,891,846Jun 30, 2024
MORGAN STANLEY1.20%0.00%433,572111,06034.44%19,150,935Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.19%0.05%430,050430,050100.00%18,995,283Jun 30, 2024
ABRDN PLC0.89%0.03%322,257-13,018-3.88%14,234,091Jun 30, 2024
GOLDMAN SACHS GROUP INC0.89%0.00%320,926-24,479-7.09%14,175,301Jun 30, 2024
NORTHERN TRUST CORP0.88%0.00%317,8084,2281.35%14,037,580,000Jun 30, 2024
WELLS FARGO & COMPANY/MN0.86%0.00%313,078-11,596-3.57%13,828,678Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.78%1.19%283,355-22,408-7.33%12,562,057Jun 30, 2024

H&E Equipment Services's largest institutional shareholder is VANGUARD GROUP INC, holding 10.55% of the company's total share outstanding, currently valued at $168.62M. The top 10 institutional shareholders own together 46.95% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERTENTO PARTNERS LLP2.47%3.99%893,088528,558145.00%39,447,697Jun 30, 2024
HST VENTURES, LLC0.30%2.15%107,774107,774100.00%4,760,378Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.78%1.19%283,355-22,408-7.33%12,562,057Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC0.02%0.79%8,4505506.96%373,237Jun 30, 2024
ROVIDA ADVISORS INC.0.12%0.66%41,82341,823100.00%1,845,231Jun 30, 2024
ICON ADVISERS INC/CO0.13%0.44%46,000--1,966,500Jun 30, 2024
ACCESS FINANCIAL SERVICES, INC.0.06%0.44%21,67321,673100.00%957,296Jun 30, 2024
UNIPLAN INVESTMENT COUNSEL, INC.0.27%0.40%99,408-20,666-17.21%4,390,000Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.31%5,9245,924100.00%261,663Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC0.07%0.25%25,0903901.58%1,072,598Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.25%3,8983,898100.00%172,175Jun 30, 2024
NUMERAI GP LLC0.04%0.25%15,52115,521100.00%685,563Jun 30, 2024
FOUNDRY PARTNERS, LLC0.25%0.21%90,0791,4761.67%3,978,789Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.02%0.20%6,3936,393100.00%282,379Jun 30, 2024
OLIVER LUXXE ASSETS LLC0.06%0.19%20,50920,509100.00%905,883Jun 30, 2024
COZAD ASSET MANAGEMENT INC0.11%0.18%41,0311760.43%1,812,339Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.13%0.15%48,26134,881260.70%2,132,000Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.10%0.14%36,01736,017100.00%1,590,871Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.13%4,9484,948100.00%218,553Jun 30, 2024
CORTON CAPITAL INC.0.02%0.13%5,6115,611100.00%247,838Jun 30, 2024

The largest H&E Equipment Services shareholder by % of total assets is PERTENTO PARTNERS LLP. The company owns 893.09K shares of H&E Equipment Services (HEES), representing 3.99% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN CENTURY COMPANIES INC3.90%0.04%1,410,554721,270104.64%62,304,320Jun 30, 2024
PERTENTO PARTNERS LLP2.47%3.99%893,088528,558145.00%39,447,697Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.19%0.05%430,050430,050100.00%18,995,283Jun 30, 2024
NORGES BANK0.67%0.00%243,313243,313100.00%10,747,135Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.52%0.01%188,767171,9661023.55%8,337,838Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.36%0.04%132,016132,016100.00%5,831,147Jun 30, 2024
LOEWS CORP0.36%0.05%130,000130,000100.00%5,742,100Jun 30, 2024
MORGAN STANLEY1.20%0.00%433,572111,06034.44%19,150,935Jun 30, 2024
HST VENTURES, LLC0.30%2.15%107,774107,774100.00%4,760,378Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.28%0.08%99,90299,902100.00%4,412,671Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.37%0.00%133,55489,128200.62%5,899,080Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.46%0.00%530,19864,41113.83%23,418,846Jun 30, 2024
RENAISSANCE GROUP LLC0.18%0.11%64,24064,240100.00%2,837,481Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.17%0.02%63,22763,227100.00%2,792,737Jun 30, 2024
BLACKROCK INC.7.82%0.00%2,831,16051,5581.85%125,052,319Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.19%0.02%67,11749,935290.62%2,964,558Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.30%0.10%109,65447,23875.68%4,843,417Jun 30, 2024
ROVIDA ADVISORS INC.0.12%0.66%41,82341,823100.00%1,845,231Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.11%0.08%39,59838,2072746.73%1,749,044Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.10%0.14%36,01736,017100.00%1,590,871Jun 30, 2024

As of Jun 30 2024, H&E Equipment Services's largest institutional buyer is AMERICAN CENTURY COMPANIES INC. The company purchased 721.27K stocks of HEES, valued at $62.30M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.1.37%0.00%495,627-824,214-62.45%21,891,846Jun 30, 2024
ELEQUIN SECURITIES, LLC----305,763-100.00%-Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC----297,725-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----285,830-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----262,283-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC6.27%0.08%2,270,996-172,006-7.04%100,309,877Jun 30, 2024
VERITY & VERITY, LLC----167,875-100.00%-Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC----118,678-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.36%0.00%130,154-112,594-46.38%5,748,902Jun 30, 2024
CASTLEARK MANAGEMENT LLC----109,780-100.00%-Jun 30, 2024
NEUBERGER BERMAN GROUP LLC----108,624-100.00%-Jun 30, 2024
EAM GLOBAL INVESTORS LLC----79,577-100.00%-Jun 30, 2024
UBS GROUP AG0.35%0.00%127,606-74,448-36.85%5,636,357Jun 30, 2024
DEUTSCHE BANK AG\0.66%0.00%238,825-72,755-23.35%10,548,900Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/----69,500-100.00%-Jun 30, 2024
EAM INVESTORS, LLC----69,332-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.08%0.00%28,024-66,993-70.51%1,237,821Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.03%0.00%10,120-66,682-86.82%447,000Jun 30, 2024
FORMULA GROWTH LTD----61,662-100.00%-Jun 30, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC----58,160-100.00%-Jun 30, 2024

As of Jun 30 2024, H&E Equipment Services's biggest institutional seller is INVESCO LTD.. The company sold -0.82M shares of HEES, valued at $21.89M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.19%0.05%430,050430,050100.00%18,995,283Jun 30, 2024
NORGES BANK0.67%0.00%243,313243,313100.00%10,747,135Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.36%0.04%132,016132,016100.00%5,831,147Jun 30, 2024
LOEWS CORP0.36%0.05%130,000130,000100.00%5,742,100Jun 30, 2024
HST VENTURES, LLC0.30%2.15%107,774107,774100.00%4,760,378Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.28%0.08%99,90299,902100.00%4,412,671Jun 30, 2024
RENAISSANCE GROUP LLC0.18%0.11%64,24064,240100.00%2,837,481Jun 30, 2024
ROVIDA ADVISORS INC.0.12%0.66%41,82341,823100.00%1,845,231Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP0.07%0.08%24,23324,233100.00%1,070,372Jun 30, 2024
ACCESS FINANCIAL SERVICES, INC.0.06%0.44%21,67321,673100.00%957,296Jun 30, 2024
OLIVER LUXXE ASSETS LLC0.06%0.19%20,50920,509100.00%905,883Jun 30, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.05%0.04%18,60018,600100.00%821,562Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%17,35717,357100.00%766,659Jun 30, 2024
NUMERAI GP LLC0.04%0.25%15,52115,521100.00%685,563Jun 30, 2024
SQUAREPOINT OPS LLC0.04%0.00%13,86513,865100.00%612,417Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.03%0.00%12,52112,521100.00%553,037Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC0.03%0.01%12,33112,331100.00%544,660Jun 30, 2024
CENTIVA CAPITAL, LP0.03%0.01%11,64311,643100.00%514,271Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.03%0.08%11,36911,369100.00%502,169Jun 30, 2024
TT INTERNATIONAL ASSET MANAGEMENT LTD0.02%0.04%6,7206,720100.00%296,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.02%0.00%6,6246,624100.00%292,582Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.02%0.31%5,9245,924100.00%261,663Jun 30, 2024
OMERS ADMINISTRATION CORP0.02%0.00%5,9005,900100.00%260,603Jun 30, 2024
POINT72 (DIFC) LTD0.02%0.01%5,7995,799100.00%256,142Jun 30, 2024
CORTON CAPITAL INC.0.02%0.13%5,6115,611100.00%247,838Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.01%0.01%5,4095,409100.00%238,916Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.13%4,9484,948100.00%218,553Jun 30, 2024
BAILARD, INC.0.01%0.01%4,6004,600100.00%203,182Jun 30, 2024
SCIENTECH RESEARCH LLC0.01%0.04%4,5984,598100.00%203,094Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.25%3,8983,898100.00%172,175Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.00%0.00%1,4611,461100.00%64,532Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-1,2021,202100.00%53,000Jun 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0.00%0.00%914914100.00%40,371Jun 30, 2024
STATE OF WYOMING0.00%0.01%901901100.00%39,797Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.01%839839100.00%37,059Jun 30, 2024
WHITTIER TRUST CO OF NEVADA INC0.00%0.00%374374100.00%16,514Jun 30, 2024
NEWEDGE ADVISORS, LLC0.00%0.00%288288100.00%12,721Jun 30, 2024
GPS WEALTH STRATEGIES GROUP, LLC0.00%0.00%200200100.00%8,834Jun 30, 2024
BREAKWATER INVESTMENT MANAGEMENT0.00%0.00%125125100.00%5,522Jun 30, 2024
STEPHENS CONSULTING, LLC0.00%0.00%2828100.00%1,237Jun 30, 2024
VALLEY NATIONAL ADVISERS INC0.00%0.00%2525100.00%1,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%2424100.00%1,060Jun 30, 2024
JFS WEALTH ADVISORS, LLC--88100.00%354Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.--66100.00%266Jun 30, 2024
SJS INVESTMENT CONSULTING INC.--55100.00%221Jun 30, 2024

H&E Equipment Services's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 430.05K shares, valued at $19.00M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ELEQUIN SECURITIES, LLC----305,763-100.00%-Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC----297,725-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----285,830-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----262,283-100.00%-Jun 30, 2024
VERITY & VERITY, LLC----167,875-100.00%-Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC----118,678-100.00%-Jun 30, 2024
CASTLEARK MANAGEMENT LLC----109,780-100.00%-Jun 30, 2024
NEUBERGER BERMAN GROUP LLC----108,624-100.00%-Jun 30, 2024
EAM GLOBAL INVESTORS LLC----79,577-100.00%-Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/----69,500-100.00%-Jun 30, 2024
EAM INVESTORS, LLC----69,332-100.00%-Jun 30, 2024
FORMULA GROWTH LTD----61,662-100.00%-Jun 30, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC----58,160-100.00%-Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.----48,572-100.00%-Jun 30, 2024
MILLRACE ASSET GROUP, INC.----41,335-100.00%-Jun 30, 2024
REDWOOD INVESTMENTS, LLC----37,093-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----23,871-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----22,000-100.00%-Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC----19,218-100.00%-Jun 30, 2024
SEI INVESTMENTS CO----19,206-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----15,856-100.00%-Jun 30, 2024
CHARTWELL INVESTMENT PARTNERS, LLC----13,666-100.00%-Jun 30, 2024
MONOGRAPH WEALTH ADVISORS, LLC----10,000-100.00%-Jun 30, 2024
CHESAPEAKE CAPITAL CORP /IL/----8,974-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----6,219-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----5,781-100.00%-Jun 30, 2024
MML INVESTORS SERVICES, LLC----5,692-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----5,000-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----4,900-100.00%-Jun 30, 2024
AMERICANA PARTNERS, LLC----4,892-100.00%-Jun 30, 2024
L.M. KOHN & COMPANY----4,450-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----4,337-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC----4,327-100.00%-Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC----4,069-100.00%-Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.----3,737-100.00%-Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC----3,670-100.00%-Jun 30, 2024
MARINER, LLC----3,536-100.00%-Jun 30, 2024
QRG CAPITAL MANAGEMENT, INC.----3,385-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----3,383-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----3,355-100.00%-Jun 30, 2024
DIVERGENT WEALTH ADVISORS----3,351-100.00%-Jun 30, 2024
MACKENZIE FINANCIAL CORP----3,293-100.00%-Jun 30, 2024
BUSEY WEALTH MANAGEMENT----3,205-100.00%-Jun 30, 2024
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC----3,200-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,756-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----964-100.00%-Jun 30, 2024
RICHARDSON FINANCIAL SERVICES INC.----178-100.00%-Jun 30, 2024
FIRST HORIZON ADVISORS, INC.----107-100.00%-Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----100-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----7-100.00%-Jun 30, 2024
PRIVATE TRUST CO NA----4-100.00%-Jun 30, 2024
ALLWORTH FINANCIAL LP----2-100.00%-Jun 30, 2024

H&E Equipment Services's largest sold out institutional shareholder by shares sold is ELEQUIN SECURITIES, LLC, sold -0.31M shares, valued at -, as of undefined.

H&E Equipment Services Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Delaware Enhanced Global Dividend & Income Fund0.54%200,000--Feb 28, 2023
Nuveen Global High Income Fund0.40%1,850,000--Mar 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.34%90,000--Feb 28, 2023
Vanguard Montgomery Funds0.28%67,238--Mar 31, 2024
JOHN HANCOCK INVESTORS TRUST0.27%800,000--Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.21%5,371,0002,000,00059.33%Mar 31, 2024
BERNSTEIN SANFORD C FUND II INC0.20%1,794,000--Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.18%63,307--Mar 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.16%1,830,000--Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.16%2,005,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.16%1,835,000--Jan 31, 2024
DELAWARE POOLED TRUST0.13%140,000--Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.12%145,000--Mar 28, 2024
Voya EQUITY TRUST0.11%168,062--Feb 29, 2024
SUNAMERICA INCOME FUNDS0.11%680,000--Jun 30, 2021
FIRST INVESTORS LIFE SERIES FUNDS0.10%300,000300,000-Sep 30, 2019
NUVEEN INVESTMENT TRUST III0.09%2,000,000--Feb 29, 2024
DELAWARE VIP TRUST0.09%326,800--Mar 28, 2024
SIT MUTUAL FUNDS INC0.08%30,500-5,950-16.32%Mar 28, 2024
Fidelity Central Investment Portfolios LLC0.08%4,110,000--Feb 29, 2024
Blackstone Strategic Credit Fund0.08%750,000--Mar 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.08%252,000--Jan 31, 2024
VALIC Co II0.07%2,435,0002,435,000-Feb 28, 2021
OBERWEIS FUNDS0.07%69,500-29,400-29.73%Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.07%207,334--Mar 31, 2024
Calamos Dynamic Convertible & Income Fund0.07%505,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.06%18,683,000--Feb 29, 2024
VALUED ADVISERS TRUST0.06%53,04953,049-Jan 31, 2024
SHELTON FUNDS0.05%90,000-60,000-40.00%Feb 29, 2024
JOHN HANCOCK BOND TRUST0.05%3,600,000--Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.05%42,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.04%22,264--Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%420,529--Jan 31, 2024
CALAMOS GLOBAL TOTAL RETURN FUND0.04%95,000--Jan 31, 2024
Calamos Global Dynamic Income Fund0.04%480,000--Jan 31, 2024
ALLSPRING VARIABLE TRUST0.04%25,200--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.04%46,200--Mar 28, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.04%131,000--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 140.04%1,000,000--Feb 29, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.04%148,622--Dec 29, 2023
LEGG MASON PARTNERS INVESTMENT TRUST0.04%1,877,321-130,920-6.52%Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.04%12,714--Mar 31, 2024
Absolute Shares Trust0.03%13,109--Mar 31, 2024
Voya INVESTORS TRUST0.03%1,720,000--Mar 31, 2024
BRIDGEWAY FUNDS INC0.03%72,900--Mar 28, 2024
DELAWARE GROUP EQUITY FUNDS V0.03%1,685,013-57,137-3.28%Feb 29, 2024
Vericimetry Funds0.03%2,345--Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.03%118,000--Mar 31, 2024
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.0.02%30,000--Aug 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.02%7,015,000--Feb 29, 2024
FINANCIAL INVESTORS TRUST0.02%1,725,000--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%77,8053,2844.41%Jan 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.02%16,000--Dec 29, 2023
VANGUARD EXPLORER FUND0.02%246,118--Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.02%625,000--Jan 31, 2024
RBB Fund Trust0.02%16,886-5,263-23.76%Feb 29, 2024
Guggenheim Variable Funds Trust0.02%69,374--Dec 31, 2023
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.02%36,442--Mar 31, 2024
RBC FUNDS TRUST0.02%1,856,000--Mar 28, 2024
SCM Trust0.02%46,0006,00015.00%Dec 31, 2023
DELAWARE GROUP INCOME FUNDS0.02%490,000--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%1,266,000--Mar 31, 2024
IndexIQ ETF Trust0.01%34,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%2,075,000--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,875,000--Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.01%325,000--Mar 31, 2024
Forethought Variable Insurance Trust0.01%50,000--Mar 28, 2024
NORTHERN FUNDS0.01%1,625,000--Mar 28, 2024
BlackRock Multi-Sector Income Trust0.01%76,000--Mar 31, 2024
Northern Lights Fund Trust0.01%750,000--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%56,392-1,727-2.97%Mar 31, 2024
BNY Mellon Investment Funds III0.01%3,115,000--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%4,840-66-1.35%Mar 31, 2024
Global X Funds0.01%342,68565,90723.81%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%17,607--Mar 31, 2024
Dunham Funds0.01%520,000--Jan 31, 2024
Cavanal Hill Funds0.01%14,997--Feb 29, 2024
DELAWARE VIP TRUST0.01%25,000--Mar 28, 2024
DEUTSCHE DWS VARIABLE SERIES II0.01%16,406--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%2,774,150-497,123-15.20%Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.01%29,056--Mar 31, 2024
VANGUARD HORIZON FUNDS0.01%137,227-142,711-50.98%Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,096--Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.01%644,325111,96521.03%Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%54,13212,70030.65%Feb 29, 2024
BLACKROCK CORE BOND TRUST0.01%37,000--Mar 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.00%58,000--Mar 31, 2024
Tidal ETF Trust0.00%67,000--Jan 31, 2024
abrdn Funds0.00%66,02766,027-Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%13,7322171.61%Feb 29, 2024
DRIEHAUS MUTUAL FUNDS0.00%38,0416,13019.21%Mar 28, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%955,21361,7406.91%Feb 29, 2024
SSGA Active Trust0.00%500,000--Mar 31, 2024
AMERICAN PENSION INVESTORS TRUST0.00%23,100--Jan 31, 2024
BNY Mellon Investment Funds III0.00%1,295,000--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%307,000--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%134,0426,5075.10%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%684--Mar 31, 2024
AB CAP FUND, INC.0.00%105,162--Jan 31, 2024
SSGA FUNDS0.00%1,267--Feb 29, 2024

H&E Equipment Services's largest mutual fund holder by % of total assets is "Delaware Enhanced Global Dividend & Income Fund", owning 200.00K shares, compromising 0.54% of its total assets.

H&E Equipment Services Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2484-62.33%
31 Mar, 242239.31%
31 Dec, 232048.51%
30 Sep, 23188-5.53%
30 Jun, 231990.51%
31 Mar, 2319810.00%
31 Dec, 221809.76%
30 Sep, 22164-1.20%
30 Jun, 22166-1.19%
31 Mar, 221684.35%
31 Dec, 211615.23%
30 Sep, 21153-3.77%
30 Jun, 211591.27%
31 Mar, 211571.29%
31 Dec, 201556.90%
30 Sep, 20145-7.64%
30 Jun, 20157-3.09%
31 Mar, 20162-10.99%
31 Dec, 1918215.92%
30 Sep, 191570.64%
30 Jun, 191564.00%
31 Mar, 191506.38%
31 Dec, 18141-14.02%
30 Sep, 18164-5.75%
30 Jun, 18174-4.40%
31 Mar, 181824.00%
31 Dec, 171757.36%
30 Sep, 1716313.99%
30 Jun, 17143-12.80%
31 Mar, 17164-2.38%
31 Dec, 1616826.32%
30 Sep, 16133-5.67%
30 Jun, 1614115.57%
31 Mar, 16122-6.15%
31 Dec, 151306.56%
30 Sep, 15122-19.74%
30 Jun, 15152-7.88%
31 Mar, 15165-4.62%
31 Dec, 141732.98%
30 Sep, 14168-1.75%
30 Jun, 141716.21%
31 Mar, 1416113.38%
31 Dec, 1314218.33%
30 Sep, 131200.84%
30 Jun, 13119153.19%
31 Mar, 1347-16.07%
31 Dec, 12569.80%
30 Sep, 125110.87%
30 Jun, 1246-
31 Mar, 124658.62%
31 Dec, 112931.82%
30 Sep, 1122-18.52%
30 Jun, 1127-15.63%
31 Mar, 113268.42%
31 Dec, 101911.76%
30 Sep, 1017-15.00%
30 Jun, 10205.26%
31 Mar, 1019-
31 Dec, 0919-9.52%
30 Sep, 0921-34.38%
30 Jun, 093252.38%
31 Mar, 0921-25.00%
31 Dec, 0828-3.45%
30 Sep, 082970.59%
30 Jun, 0817-39.29%
31 Mar, 082816.67%
31 Dec, 072420.00%
30 Sep, 0720-13.04%
30 Jun, 072327.78%
31 Mar, 0718-18.18%
31 Dec, 062210.00%
30 Sep, 0620-13.04%
30 Jun, 0623-17.86%
31 Mar, 0628-

As of 30 Jun 24, 84 institutions are holding H&E Equipment Services's shares, representing a decrease of -62.33% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 247,957,231-71.97%
31 Mar, 2428,390,1320.77%
31 Dec, 2328,173,0593.62%
30 Sep, 2327,188,080-1.82%
30 Jun, 2327,691,593-2.00%
31 Mar, 2328,257,8671.11%
31 Dec, 2227,946,2851.35%
30 Sep, 2227,573,504-1.12%
30 Jun, 2227,885,6590.56%
31 Mar, 2227,730,167-0.41%
31 Dec, 2127,845,7056.05%
30 Sep, 2126,258,0322.60%
30 Jun, 2125,593,217-0.42%
31 Mar, 2125,702,4011.73%
31 Dec, 2025,265,7242.92%
30 Sep, 2024,548,129-1.46%
30 Jun, 2024,911,191-5.65%
31 Mar, 2026,402,635-4.09%
31 Dec, 1927,527,562-0.03%
30 Sep, 1927,536,1971.62%
30 Jun, 1927,098,3292.69%
31 Mar, 1926,387,6951.88%
31 Dec, 1825,901,537-8.64%
30 Sep, 1828,351,1640.90%
30 Jun, 1828,097,3340.97%
31 Mar, 1827,828,0562.74%
31 Dec, 1727,085,816-0.12%
30 Sep, 1727,119,3710.84%
30 Jun, 1726,894,373-0.54%
31 Mar, 1727,040,127-1.70%
31 Dec, 1627,506,4275.55%
30 Sep, 1626,061,208-1.94%
30 Jun, 1626,576,5750.16%
31 Mar, 1626,534,805-3.02%
31 Dec, 1527,360,559-22.56%
30 Sep, 1535,332,81833.39%
30 Jun, 1526,487,645-8.40%
31 Mar, 1528,915,230-1.25%
31 Dec, 1429,281,626-0.45%
30 Sep, 1429,414,7411.59%
30 Jun, 1428,955,2840.54%
31 Mar, 1428,799,3780.41%
31 Dec, 1328,682,503-0.71%
30 Sep, 1328,887,0511.97%
30 Jun, 1328,330,200150.47%
31 Mar, 1311,310,805-15.82%
31 Dec, 1213,436,384-12.46%
30 Sep, 1215,349,152-13.15%
30 Jun, 1217,672,9385.24%
31 Mar, 1216,793,1741.65%
31 Dec, 1116,520,863-0.83%
30 Sep, 1116,659,177-8.68%
30 Jun, 1118,242,09036.32%
31 Mar, 1113,381,89045.21%
31 Dec, 109,215,673-27.72%
30 Sep, 1012,750,15941.07%
30 Jun, 109,038,1792.31%
31 Mar, 108,834,0091.01%
31 Dec, 098,745,5421.85%
30 Sep, 098,586,754-7.45%
30 Jun, 099,277,533-5.49%
31 Mar, 099,816,795-9.81%
31 Dec, 0810,884,74315.86%
30 Sep, 089,394,63840.45%
30 Jun, 086,689,136-2.03%
31 Mar, 086,827,738-17.25%
31 Dec, 078,251,307-6.84%
30 Sep, 078,856,9113.21%
30 Jun, 078,581,58534.24%
31 Mar, 076,392,494-24.44%
31 Dec, 068,460,64453.11%
30 Sep, 065,525,80421.24%
30 Jun, 064,557,686-2.18%
31 Mar, 064,659,073-

H&E Equipment Services (HEES) has 7.96M shares outstanding as of 30 Jun 24, down -71.97% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2421.98%0.36%
31 Mar, 2478.43%1.29%
31 Dec, 2378.04%1.38%
30 Sep, 2375.24%1.28%
30 Jun, 2376.76%1.25%
31 Mar, 2378.44%1.30%
31 Dec, 2277.75%1.36%
30 Sep, 2275.62%1.29%
30 Jun, 2276.65%1.32%
31 Mar, 2276.26%1.29%
31 Dec, 2176.79%1.47%
30 Sep, 2172.34%1.45%
30 Jun, 2170.67%1.40%
31 Mar, 2171.03%1.45%
31 Dec, 2070.05%1.52%
30 Sep, 2067.98%1.42%
30 Jun, 2069.14%1.28%
31 Mar, 2073.56%1.25%
31 Dec, 1976.77%1.30%
30 Sep, 1976.72%1.34%
30 Jun, 1975.64%1.39%
31 Mar, 1973.74%1.40%
31 Dec, 1872.60%1.15%
30 Sep, 1879.37%1.28%
30 Jun, 1878.85%1.29%
31 Mar, 1878.19%1.35%
31 Dec, 1776.12%1.31%
30 Sep, 1776.30%1.33%
30 Jun, 1775.82%1.30%
31 Mar, 1776.24%1.27%
31 Dec, 1677.59%1.43%
30 Sep, 1673.57%1.30%
30 Jun, 1675.17%1.33%
31 Mar, 1675.08%1.25%
31 Dec, 1577.48%0.77%
30 Sep, 15100.07%1.77%
30 Jun, 1575.17%1.12%
31 Mar, 1582.08%1.18%
31 Dec, 1483.28%1.19%
30 Sep, 1483.55%1.23%
30 Jun, 1482.47%1.23%
31 Mar, 1482.03%1.22%
31 Dec, 1381.85%1.21%
30 Sep, 1382.30%1.26%
30 Jun, 1380.97%7.74%
31 Mar, 1332.34%2.18%
31 Dec, 1238.51%2.00%
30 Sep, 1243.91%1.71%
30 Jun, 1250.73%2.18%
31 Mar, 1248.25%2.14%
31 Dec, 1147.47%2.07%
30 Sep, 1147.87%1.73%
30 Jun, 1152.53%3.53%
31 Mar, 1138.56%5.46%
31 Dec, 1026.58%1.97%
30 Sep, 1036.74%5.40%
30 Jun, 1026.09%4.01%
31 Mar, 1025.51%4.00%
31 Dec, 0925.26%4.11%
30 Sep, 0924.80%3.45%
30 Jun, 0926.82%3.33%
31 Mar, 0928.39%3.03%
31 Dec, 0830.60%4.26%
30 Sep, 0826.78%7.75%
30 Jun, 0818.59%5.37%
31 Mar, 0818.61%3.96%
31 Dec, 0721.68%4.01%
30 Sep, 0723.25%4.58%
30 Jun, 0722.53%8.00%
31 Mar, 0716.78%3.40%
31 Dec, 0622.22%10.55%
30 Sep, 0614.51%10.13%
30 Jun, 0611.97%6.17%
31 Mar, 0613.93%-

As of 30 Jun 24, H&E Equipment Services is held by 21.98% institutional shareholders, representing a 0.36% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2445-56.31%
31 Mar, 241038.42%
31 Dec, 2395-4.04%
30 Sep, 2399-
30 Jun, 239910.00%
31 Mar, 23904.65%
31 Dec, 228622.86%
30 Sep, 2270-13.58%
30 Jun, 22812.53%
31 Mar, 22792.60%
31 Dec, 21776.94%
30 Sep, 2172-4.00%
30 Jun, 21752.74%
31 Mar, 217312.31%
31 Dec, 20656.56%
30 Sep, 2061-23.75%
30 Jun, 2080-3.61%
31 Mar, 2083-10.75%
31 Dec, 199316.25%
30 Sep, 19805.26%
30 Jun, 197618.75%
31 Mar, 1964-15.79%
31 Dec, 18761.33%
30 Sep, 1875-
30 Jun, 1875-15.73%
31 Mar, 18894.71%
31 Dec, 1785-5.56%
30 Sep, 179042.86%
30 Jun, 1763-11.27%
31 Mar, 1771-32.38%
31 Dec, 1610556.72%
30 Sep, 1667-2.90%
30 Jun, 16691.47%
31 Mar, 16687.94%
31 Dec, 1563-1.56%
30 Sep, 1564-3.03%
30 Jun, 1566-24.14%
31 Mar, 1587-2.25%
31 Dec, 14895.95%
30 Sep, 1484-2.33%
30 Jun, 148616.22%
31 Mar, 14747.25%
31 Dec, 13696.15%
30 Sep, 1365-31.58%
30 Jun, 1395227.59%
31 Mar, 1329-19.44%
31 Dec, 123633.33%
30 Sep, 1227-6.90%
30 Jun, 1229-14.71%
31 Mar, 123470.00%
31 Dec, 112053.85%
30 Sep, 1113-31.58%
30 Jun, 1119-9.52%
31 Mar, 1121110.00%
31 Dec, 1010233.33%
30 Sep, 103-78.57%
30 Jun, 101455.56%
31 Mar, 10912.50%
31 Dec, 098-
30 Sep, 098-63.64%
30 Jun, 0922340.00%
31 Mar, 095-73.68%
31 Dec, 081911.76%
30 Sep, 081770.00%
30 Jun, 0810-44.44%
31 Mar, 081812.50%
31 Dec, 071633.33%
30 Sep, 0712-33.33%
30 Jun, 071863.64%
31 Mar, 0711-26.67%
31 Dec, 0615-
30 Sep, 0615-11.76%
30 Jun, 0617-39.29%
31 Mar, 0628-

45 institutional shareholders have increased their position in HEES stock as of 30 Jun 24 compared to 103 in the previous quarter (a -56.31% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2427-66.25%
31 Mar, 2480-4.76%
31 Dec, 238425.37%
30 Sep, 2367-
30 Jun, 2367-14.10%
31 Mar, 237816.42%
31 Dec, 22679.84%
30 Sep, 226117.31%
30 Jun, 2252-16.13%
31 Mar, 22626.90%
31 Dec, 215816.00%
30 Sep, 2150-1.96%
30 Jun, 2151-5.56%
31 Mar, 2154-
31 Dec, 20541.89%
30 Sep, 20531.92%
30 Jun, 20524.00%
31 Mar, 2050-15.25%
31 Dec, 195928.26%
30 Sep, 1946-4.17%
30 Jun, 1948-14.29%
31 Mar, 195636.59%
31 Dec, 1841-28.07%
30 Sep, 1857-5.00%
30 Jun, 1860-9.09%
31 Mar, 1866-2.94%
31 Dec, 176854.55%
30 Sep, 1744-15.38%
30 Jun, 1752-17.46%
31 Mar, 176375.00%
31 Dec, 1636-7.69%
30 Sep, 1639-
30 Jun, 16398.33%
31 Mar, 1636-12.20%
31 Dec, 15415.13%
30 Sep, 1539-31.58%
30 Jun, 155716.33%
31 Mar, 1549-19.67%
31 Dec, 14617.02%
30 Sep, 1457-3.39%
30 Jun, 1459-
31 Mar, 145915.69%
31 Dec, 135124.39%
30 Sep, 1341127.78%
30 Jun, 131838.46%
31 Mar, 13138.33%
31 Dec, 1212-20.00%
30 Sep, 121515.38%
30 Jun, 121344.44%
31 Mar, 12928.57%
31 Dec, 117-
30 Sep, 11716.67%
30 Jun, 116-40.00%
31 Mar, 1110150.00%
31 Dec, 104-50.00%
30 Sep, 108100.00%
30 Jun, 104-20.00%
31 Mar, 10525.00%
31 Dec, 094-42.86%
30 Sep, 097-
30 Jun, 097-12.50%
31 Mar, 09814.29%
31 Dec, 087-
30 Sep, 08775.00%
30 Jun, 084-42.86%
31 Mar, 08716.67%
31 Dec, 076-14.29%
30 Sep, 07740.00%
30 Jun, 075-16.67%
31 Mar, 076-
31 Dec, 066100.00%
30 Sep, 063-40.00%
30 Jun, 065-
31 Mar, 06--

27 institutional shareholders have reduced their position in HEES stock as of 30 Jun 24 compared to 80 in the previous quarter (a -66.25% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2484-62.33%7,957,231-71.97%21.98%0.36%45-56.31%27-66.25%
31 Mar, 242239.31%28,390,1320.77%78.43%1.29%1038.42%80-4.76%
31 Dec, 232048.51%28,173,0593.62%78.04%1.38%95-4.04%8425.37%
30 Sep, 23188-5.53%27,188,080-1.82%75.24%1.28%99-67-
30 Jun, 231990.51%27,691,593-2.00%76.76%1.25%9910.00%67-14.10%
31 Mar, 2319810.00%28,257,8671.11%78.44%1.30%904.65%7816.42%
31 Dec, 221809.76%27,946,2851.35%77.75%1.36%8622.86%679.84%
30 Sep, 22164-1.20%27,573,504-1.12%75.62%1.29%70-13.58%6117.31%
30 Jun, 22166-1.19%27,885,6590.56%76.65%1.32%812.53%52-16.13%
31 Mar, 221684.35%27,730,167-0.41%76.26%1.29%792.60%626.90%
31 Dec, 211615.23%27,845,7056.05%76.79%1.47%776.94%5816.00%
30 Sep, 21153-3.77%26,258,0322.60%72.34%1.45%72-4.00%50-1.96%
30 Jun, 211591.27%25,593,217-0.42%70.67%1.40%752.74%51-5.56%
31 Mar, 211571.29%25,702,4011.73%71.03%1.45%7312.31%54-
31 Dec, 201556.90%25,265,7242.92%70.05%1.52%656.56%541.89%
30 Sep, 20145-7.64%24,548,129-1.46%67.98%1.42%61-23.75%531.92%
30 Jun, 20157-3.09%24,911,191-5.65%69.14%1.28%80-3.61%524.00%
31 Mar, 20162-10.99%26,402,635-4.09%73.56%1.25%83-10.75%50-15.25%
31 Dec, 1918215.92%27,527,562-0.03%76.77%1.30%9316.25%5928.26%
30 Sep, 191570.64%27,536,1971.62%76.72%1.34%805.26%46-4.17%
30 Jun, 191564.00%27,098,3292.69%75.64%1.39%7618.75%48-14.29%
31 Mar, 191506.38%26,387,6951.88%73.74%1.40%64-15.79%5636.59%
31 Dec, 18141-14.02%25,901,537-8.64%72.60%1.15%761.33%41-28.07%
30 Sep, 18164-5.75%28,351,1640.90%79.37%1.28%75-57-5.00%
30 Jun, 18174-4.40%28,097,3340.97%78.85%1.29%75-15.73%60-9.09%
31 Mar, 181824.00%27,828,0562.74%78.19%1.35%894.71%66-2.94%
31 Dec, 171757.36%27,085,816-0.12%76.12%1.31%85-5.56%6854.55%
30 Sep, 1716313.99%27,119,3710.84%76.30%1.33%9042.86%44-15.38%
30 Jun, 17143-12.80%26,894,373-0.54%75.82%1.30%63-11.27%52-17.46%
31 Mar, 17164-2.38%27,040,127-1.70%76.24%1.27%71-32.38%6375.00%
31 Dec, 1616826.32%27,506,4275.55%77.59%1.43%10556.72%36-7.69%
30 Sep, 16133-5.67%26,061,208-1.94%73.57%1.30%67-2.90%39-
30 Jun, 1614115.57%26,576,5750.16%75.17%1.33%691.47%398.33%
31 Mar, 16122-6.15%26,534,805-3.02%75.08%1.25%687.94%36-12.20%
31 Dec, 151306.56%27,360,559-22.56%77.48%0.77%63-1.56%415.13%
30 Sep, 15122-19.74%35,332,81833.39%100.07%1.77%64-3.03%39-31.58%
30 Jun, 15152-7.88%26,487,645-8.40%75.17%1.12%66-24.14%5716.33%
31 Mar, 15165-4.62%28,915,230-1.25%82.08%1.18%87-2.25%49-19.67%
31 Dec, 141732.98%29,281,626-0.45%83.28%1.19%895.95%617.02%
30 Sep, 14168-1.75%29,414,7411.59%83.55%1.23%84-2.33%57-3.39%
30 Jun, 141716.21%28,955,2840.54%82.47%1.23%8616.22%59-
31 Mar, 1416113.38%28,799,3780.41%82.03%1.22%747.25%5915.69%
31 Dec, 1314218.33%28,682,503-0.71%81.85%1.21%696.15%5124.39%
30 Sep, 131200.84%28,887,0511.97%82.30%1.26%65-31.58%41127.78%
30 Jun, 13119153.19%28,330,200150.47%80.97%7.74%95227.59%1838.46%
31 Mar, 1347-16.07%11,310,805-15.82%32.34%2.18%29-19.44%138.33%
31 Dec, 12569.80%13,436,384-12.46%38.51%2.00%3633.33%12-20.00%
30 Sep, 125110.87%15,349,152-13.15%43.91%1.71%27-6.90%1515.38%
30 Jun, 1246-17,672,9385.24%50.73%2.18%29-14.71%1344.44%
31 Mar, 124658.62%16,793,1741.65%48.25%2.14%3470.00%928.57%
31 Dec, 112931.82%16,520,863-0.83%47.47%2.07%2053.85%7-
30 Sep, 1122-18.52%16,659,177-8.68%47.87%1.73%13-31.58%716.67%
30 Jun, 1127-15.63%18,242,09036.32%52.53%3.53%19-9.52%6-40.00%
31 Mar, 113268.42%13,381,89045.21%38.56%5.46%21110.00%10150.00%
31 Dec, 101911.76%9,215,673-27.72%26.58%1.97%10233.33%4-50.00%
30 Sep, 1017-15.00%12,750,15941.07%36.74%5.40%3-78.57%8100.00%
30 Jun, 10205.26%9,038,1792.31%26.09%4.01%1455.56%4-20.00%
31 Mar, 1019-8,834,0091.01%25.51%4.00%912.50%525.00%
31 Dec, 0919-9.52%8,745,5421.85%25.26%4.11%8-4-42.86%
30 Sep, 0921-34.38%8,586,754-7.45%24.80%3.45%8-63.64%7-
30 Jun, 093252.38%9,277,533-5.49%26.82%3.33%22340.00%7-12.50%
31 Mar, 0921-25.00%9,816,795-9.81%28.39%3.03%5-73.68%814.29%
31 Dec, 0828-3.45%10,884,74315.86%30.60%4.26%1911.76%7-
30 Sep, 082970.59%9,394,63840.45%26.78%7.75%1770.00%775.00%
30 Jun, 0817-39.29%6,689,136-2.03%18.59%5.37%10-44.44%4-42.86%
31 Mar, 082816.67%6,827,738-17.25%18.61%3.96%1812.50%716.67%
31 Dec, 072420.00%8,251,307-6.84%21.68%4.01%1633.33%6-14.29%
30 Sep, 0720-13.04%8,856,9113.21%23.25%4.58%12-33.33%740.00%
30 Jun, 072327.78%8,581,58534.24%22.53%8.00%1863.64%5-16.67%
31 Mar, 0718-18.18%6,392,494-24.44%16.78%3.40%11-26.67%6-
31 Dec, 062210.00%8,460,64453.11%22.22%10.55%15-6100.00%
30 Sep, 0620-13.04%5,525,80421.24%14.51%10.13%15-11.76%3-40.00%
30 Jun, 0623-17.86%4,557,686-2.18%11.97%6.17%17-39.29%5-
31 Mar, 0628-4,659,073-13.93%-28---

H&E Equipment Services Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell11,483$63.42$728.25K210,170
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell1,092$63.42$69.25K209,078
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell12,425$63.44$788.24K196,653
Mar 21, 2024KARLSON LAWRENCE Cdirector-S-SaleSell8,225$60.98$501.56K47,172

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell1,476$46.00$67.90K136,613
Aug 06, 2024Engquist John McDowellofficer President & COOF-InKindSell1,127$46.00$51.84K59,936
Aug 06, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell2,035$46.00$93.61K2,479,707
Aug 06, 2024Barber Bradley Wdirector, officer CEOF-InKindSell2,191$46.00$100.79K215,886
Aug 05, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell1,125$48.78$54.88K141,299
Aug 05, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell3,210$48.78$156.58K138,089
Aug 05, 2024Engquist John McDowellofficer President & COOF-InKindSell906$48.78$44.19K63,719
Aug 05, 2024Engquist John McDowellofficer President & COOF-InKindSell2,656$48.78$129.56K61,063
Aug 05, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell1,424$48.78$69.46K2,486,283
Aug 05, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell4,541$48.78$221.51K2,481,742
Aug 05, 2024Barber Bradley Wdirector, officer CEOF-InKindSell4,852$48.78$236.68K224,305
Aug 05, 2024Barber Bradley Wdirector, officer CEOF-InKindSell6,228$48.78$303.80K218,077
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell11,483$63.42$728.25K210,170
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell1,092$63.42$69.25K209,078
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell12,425$63.44$788.24K196,653
Mar 21, 2024KARLSON LAWRENCE Cdirector-S-SaleSell8,225$60.98$501.56K47,172

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell1,476$46.00$67.90K136,613
Aug 06, 2024Engquist John McDowellofficer President & COOF-InKindSell1,127$46.00$51.84K59,936
Aug 06, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell2,035$46.00$93.61K2,479,707
Aug 06, 2024Barber Bradley Wdirector, officer CEOF-InKindSell2,191$46.00$100.79K215,886
Aug 05, 2024Magee Leslie Sofficer CFO & SecretaryA-AwardBuy6,405--142,424
Aug 05, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell1,125$48.78$54.88K141,299
Aug 05, 2024Magee Leslie Sofficer CFO & SecretaryF-InKindSell3,210$48.78$156.58K138,089
Aug 05, 2024Engquist John McDowellofficer President & COOA-AwardBuy6,596--64,625
Aug 05, 2024Engquist John McDowellofficer President & COOF-InKindSell906$48.78$44.19K63,719
Aug 05, 2024Engquist John McDowellofficer President & COOF-InKindSell2,656$48.78$129.56K61,063
Aug 05, 2024Engquist Johndirector, officer Exec. Chairman of the BoardA-AwardBuy9,108--2,487,707
Aug 05, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell1,424$48.78$69.46K2,486,283
Aug 05, 2024Engquist Johndirector, officer Exec. Chairman of the BoardF-InKindSell4,541$48.78$221.51K2,481,742
Aug 05, 2024Barber Bradley Wdirector, officer CEOA-AwardBuy32,504--229,157
Aug 05, 2024Barber Bradley Wdirector, officer CEOF-InKindSell4,852$48.78$236.68K224,305
Aug 05, 2024Barber Bradley Wdirector, officer CEOF-InKindSell6,228$48.78$303.80K218,077
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell11,483$63.42$728.25K210,170
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell1,092$63.42$69.25K209,078
Mar 26, 2024Barber Bradley Wdirector, officer CEOS-SaleSell12,425$63.44$788.24K196,653
Mar 21, 2024KARLSON LAWRENCE Cdirector-S-SaleSell8,225$60.98$501.56K47,172

The last insider sell of H&E Equipment Services's stock was made by Magee Leslie S on Aug 06 2024, selling 1,476 shares at $46.00 per share (valued at $67.90K).

H&E Equipment Services Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024131586.67%
Q4 2023-1-
Q3 202341233.33%
Q1 2023126200.00%
Q4 2022-2-
Q3 20224944.44%
Q2 202244100.00%
Q1 2022127171.43%
Q4 2021-2-
Q3 20214850.00%
Q2 2021-1-
Q1 2021145280.00%
Q4 2020-1-
Q3 20203475.00%
Q2 20202--
Q1 2020142700.00%
Q4 2019-2-
Q3 20193650.00%
Q1 2019103333.33%
Q4 201871700.00%

13 total buy trades, and 15 total sell trades (buy/sell ratio of 0.87%) were made by H&E Equipment Services's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024-11-
Q4 2023---
Q3 2023---
Q1 2023-2-
Q4 2022-2-
Q3 2022-1-
Q2 202244100.00%
Q1 2022-3-
Q4 2021-1-
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 20202--
Q1 20203--
Q4 2019-1-
Q3 2019---
Q1 2019---
Q4 20187--

As of Q1 2024, Insider owners conducted 0 open market buy trades and 11 open market sell trades of H&E Equipment Services's stocks.

H&E Equipment Services Peer Ownership


TickerCompany
FTAIMFTAI Aviation Ltd.
ALTGAlta Equipment Group Inc.
RRyder System, Inc.
PRGPROG Holdings, Inc.
MPUMega Matrix Corp.
CTOSCustom Truck One Source, Inc.
HRIHerc Holdings Inc.
GATXGATX Corporation
AANThe Aaron's Company, Inc.
MGRCMcGrath RentCorp

HEES Ownership FAQ


H&E Equipment Services is owned by institutional shareholders (21.98%), insiders (12.58%), and public (65.43%). The largest institutional shareholder of H&E Equipment Services is VANGUARD GROUP INC (10.55% of total shares) and the top mutual fund owner is Delaware Enhanced Global Dividend & Income Fund (0.54% of total shares).

H&E Equipment Services's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CLEARBRIDGE INVESTMENTS, LLC, MACQUARIE GROUP LTD, and AMERICAN CENTURY COMPANIES INC. The top five shareholders own together 34.66% of the company's share outstanding.

As of Jun 2024, there are 84 institutional shareholders of H&E Equipment Services.

VANGUARD GROUP INC owns 3.82M shares of H&E Equipment Services, representing 10.55% of the company's total shares outstanding, valued at $168.62M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 2.83M shares of H&E Equipment Services (HEES), compromising 7.82% of the company, valued at $125.05M.

CLEARBRIDGE INVESTMENTS, LLC is the third largest holder of H&E Equipment Services. The company owns 2.27M of the company's shares outstanding (worth $100.31M).