H&E Equipment Services Ownership | Who Owns H&E Equipment Services?
H&E Equipment Services Ownership Summary
H&E Equipment Services is owned by 79.27% institutional investors, 12.55% insiders, and 8.18% retail investors. Vanguard group is the largest institutional shareholder, holding 10.55% of HEES shares. ClearBridge Small Cap Growth A is the top mutual fund, with 3.53% of its assets in H&E Equipment Services shares.
HEES Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | H&E Equipment Services | 79.27% | 12.55% | 8.18% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Rental & Leasing Service Stocks | 76.75% | 11.19% | 12.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.82M | 10.55% | $168.62M |
| Blackrock | 2.83M | 7.82% | $125.05M |
| Clearbridge investments | 2.27M | 6.27% | $100.31M |
| Macquarie group | 2.21M | 6.12% | $97.81M |
| American century companies | 1.41M | 3.90% | $62.30M |
| Dimensional fund advisors lp | 1.17M | 3.23% | $51.60M |
| Pertento partners llp | 893.09K | 2.47% | $39.45M |
| Bank of america corp /de/ | 879.56K | 2.43% | $38.85M |
| State street | 757.27K | 2.09% | $33.45M |
| Geode capital management | 750.79K | 2.07% | $33.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pertento partners llp | 893.09K | 3.99% | $39.45M |
| Penn capital management company | 283.36K | 1.19% | $12.56M |
| Icon advisers inc/co | 46.00K | 0.44% | $1.97M |
| Access financial services | 21.67K | 0.44% | $957.30K |
| Uniplan investment counsel | 99.41K | 0.40% | $4.39M |
| Harbour capital advisors | 25.09K | 0.25% | $1.07M |
| Numerai gp | 15.52K | 0.25% | $685.56K |
| Foundry partners | 90.08K | 0.21% | $3.98M |
| Semanteon capital management, lp | 6.39K | 0.20% | $282.38K |
| Oliver luxxe assets | 20.51K | 0.19% | $905.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 1.41M | 0.04% | 721.27K |
| Pertento partners llp | 893.09K | 3.99% | 528.56K |
| Mirae asset global etfs | 430.05K | 0.05% | 430.05K |
| Norges bank | 243.31K | 0.00% | 243.31K |
| Qube research | 188.77K | 0.01% | 171.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 495.63K | 0.00% | -824.21K |
| Elequin securities | - | - | -305.76K |
| Driehaus capital management | - | - | -297.73K |
| Arrowstreet capital, limited partnership | - | - | -285.83K |
| Mirae asset global investments | - | - | -262.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 430.05K | 0.05% | 430.05K | $19.00M |
| Norges bank | 243.31K | 0.00% | 243.31K | $10.75M |
| Brandywine global investment management | 132.02K | 0.04% | 132.02K | $5.83M |
| Loews | 130.00K | 0.05% | 130.00K | $5.74M |
| Segall bryant & hamill | 99.90K | 0.08% | 99.90K | $4.41M |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -2.00 |
| Private trust co na | -4.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Innealta capital | -24.00 |
| Valley national advisers | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 188 | -6.47% | 27,188,080 | -2.95% | 75 | 1.25% | 99 | - | 67 | -1.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| ClearBridge Small Cap Growth A | 1.29M | 3.53% | - |
| ClearBridge Small Cap Growth | 1.29M | 3.52% | - |
| Vanguard Total Stock Mkt Idx Inv | 987.70K | 2.70% | -6.13K |
| iShares Russell 2000 ETF | 909.70K | 2.48% | -1.90K |
| Delaware Small Cap Core I | 866.83K | 2.37% | -5.37K |
| Avantis US Small Cap Value ETF | 828.16K | 2.26% | 3.13K |
| American Century U.S. Small Cap Growth | 795.25K | 2.18% | 262.80K |
| American Century Small Cap Growth Inv | 795.25K | 2.18% | 262.80K |
| Vanguard Small Cap Index | 779.95K | 2.13% | 1.50K |
| 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 |
|---|---|---|
| 2024 Q1 | - | 11 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q1 | - | 2 |
| 2022 Q4 | - | 2 |
HEES Ownership FAQ
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