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

OverviewForecastRevenueFinancialsChartTranscripts

H&E Equipment Services Ownership Summary

H&E Equipment Services is owned by 77.75% institutional investors, 12.55% insiders, and 9.70% 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

TypeName% Inst% Insiders% Retail
StockH&E Equipment Services77.75%12.55%9.70%
SectorIndustrials Stocks 60.70%10.27%29.03%
IndustryRental & Leasing Service Stocks70.40%10.24%19.36%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group3.82M10.55%$168.62M
Blackrock2.83M7.82%$125.05M
Clearbridge investments2.27M6.27%$100.31M
Macquarie group2.21M6.12%$97.81M
American century companies1.41M3.90%$62.30M
Dimensional fund advisors lp1.17M3.23%$51.60M
Pertento partners llp893.09K2.47%$39.45M
Bank of america corp /de/879.56K2.43%$38.85M
State street757.27K2.09%$33.45M
Geode capital management750.79K2.07%$33.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pertento partners llp893.09K3.99%$39.45M
Penn capital management company283.36K1.19%$12.56M
Icon advisers inc/co46.00K0.44%$1.97M
Access financial services21.67K0.44%$957.30K
Uniplan investment counsel99.41K0.40%$4.39M
Harbour capital advisors25.09K0.25%$1.07M
Numerai gp15.52K0.25%$685.56K
Foundry partners90.08K0.21%$3.98M
Semanteon capital management, lp6.39K0.20%$282.38K
Oliver luxxe assets20.51K0.19%$905.88K

Top Buyers

HolderShares% AssetsChange
American century companies1.41M0.04%721.27K
Pertento partners llp893.09K3.99%528.56K
Mirae asset global etfs430.05K0.05%430.05K
Norges bank243.31K0.00%243.31K
Qube research188.77K0.01%171.97K

Top Sellers

HolderShares% AssetsChange
Invesco495.63K0.00%-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

HolderShares% AssetsChangeValue
Mirae asset global etfs430.05K0.05%430.05K$19.00M
Norges bank243.31K0.00%243.31K$10.75M
Brandywine global investment management132.02K0.04%132.02K$5.83M
Loews130.00K0.05%130.00K$5.74M
Segall bryant & hamill99.90K0.08%99.90K$4.41M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024217-2.69%28,143,145-0.87%771.26%12925.24%60-25.00%
Mar 31, 20242239.31%28,390,1320.77%781.29%1038.42%80-4.76%
Dec 31, 20232048.51%28,173,0593.62%781.38%95-4.04%8425.37%
Sep 30, 2023188-6.47%27,188,080-2.95%751.25%99-67-1.47%
Jun 30, 20232011.00%28,015,243-0.86%771.26%9910.00%68-12.82%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
ClearBridge Small Cap Growth A1.29M3.53%-
ClearBridge Small Cap Growth1.29M3.53%-
Vanguard Total Stock Mkt Idx Inv987.70K2.70%-6.13K
Delaware Small Cap Core I866.83K2.37%-5.37K
iShares Russell 2000 ETF828.94K2.26%-1.86K
American Century U.S. Small Cap Growth795.25K2.18%262.80K
American Century Small Cap Growth Inv795.25K2.18%262.80K
Avantis US Small Cap Value ETF788.76K2.15%-
Vanguard Small Cap Index779.95K2.13%1.50K
Delaware Small Cap Value A733.00K2.00%-159.30K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 22, 2024Barber Bradley W CEOSell$728.25K
Mar 26, 2024Barber Bradley W CEOSell$788.24K
Mar 25, 2024Barber Bradley W CEOSell$69.25K
Mar 21, 2024KARLSON LAWRENCE C-Sell$30.64K
Mar 21, 2024KARLSON LAWRENCE C-Sell$501.56K

Insider Transactions Trends

DateBuySell
2024 Q1-11
2023 Q4--
2023 Q3--
2023 Q1-2
2022 Q4-2

HEES Ownership FAQ

Who Owns H&E Equipment Services?

H&E Equipment Services shareholders are primarily institutional investors at 77.75%, followed by 12.55% insiders and 9.70% retail investors. The average institutional ownership in H&E Equipment Services's industry, Rental & Leasing Service Stocks, is 70.40%, which H&E Equipment Services exceeds.

Who owns the most shares of H&E Equipment Services?

H&E Equipment Services’s largest shareholders are Vanguard group (3.82M shares, 10.55%), Blackrock (2.83M shares, 7.82%), and Clearbridge investments (2.27M shares, 6.27%). Together, they hold 24.64% of H&E Equipment Services’s total shares outstanding.

Does Blackrock own H&E Equipment Services?

Yes, BlackRock owns 7.82% of H&E Equipment Services, totaling 2.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 125.05M$. In the last quarter, BlackRock increased its holdings by 51.56K shares, a 1.85% change.

Who is H&E Equipment Services’s biggest shareholder by percentage of total assets invested?

Pertento partners llp is H&E Equipment Services’s biggest shareholder by percentage of total assets invested, with 3.99% of its assets in 893.09K H&E Equipment Services shares, valued at 39.45M$.

Who is the top mutual fund holder of H&E Equipment Services shares?

ClearBridge Small Cap Growth A is the top mutual fund holder of H&E Equipment Services shares, with 3.53% of its total shares outstanding invested in 1.29M H&E Equipment Services shares.

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