H&E Equipment Services Ownership | Who Owns H&E Equipment Services?
H&E Equipment Services Ownership Summary
H&E Equipment Services is owned by 78.34% institutional investors, 12.74% insiders, and 8.92% retail investors. Blackrock is the largest institutional shareholder, holding 7.82% 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 | 78.34% | 12.74% | 8.92% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Rental & Leasing Service Stocks | 72.43% | 12.54% | 15.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.83M | 7.82% | $125.05M |
| Bank of america corp /de/ | 879.56K | 2.43% | $38.85M |
| Goldman sachs group | 492.98K | 1.36% | $24.14M |
| Morgan stanley | 433.57K | 1.20% | $19.15M |
| Nuveen asset management | 130.88K | 0.36% | $6.41M |
| Panagora asset management | 106.38K | 0.29% | $5.21M |
| Norges bank | 104.39K | 0.29% | $5.11M |
| Royal bank of canada | 48.53K | 0.13% | $2.38M |
| Raymond james & associates | 48.26K | 0.13% | $2.13M |
| Susquehanna group, llp | 42.74K | 0.12% | $2.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Keeley-teton advisors | 31.05K | 0.18% | $1.52M |
| Cozad asset management | 36.96K | 0.17% | $1.81M |
| Clarivest asset management | 19.25K | 0.09% | $850.23K |
| Virtu financial | 11.60K | 0.04% | $512.00K |
| Panagora asset management | 106.38K | 0.02% | $5.21M |
| Goldman sachs group | 492.98K | 0.00% | $24.14M |
| Bank of america corp /de/ | 879.56K | 0.00% | $38.85M |
| Blackrock | 2.83M | 0.00% | $125.05M |
| California state teachers retirement system | 30.69K | 0.00% | $1.50M |
| Great west life assurance co /can/ | 23.95K | 0.00% | $1.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 492.98K | 0.00% | 218.71K |
| Morgan stanley | 433.57K | 0.00% | 111.06K |
| Norges bank | 104.39K | 0.00% | 104.39K |
| Blackrock | 2.83M | 0.00% | 51.56K |
| Keeley-teton advisors | 31.05K | 0.18% | 8.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -3.24M |
| Blackrock funding, inc. /de | - | - | -2.57M |
| Clearbridge investments | - | - | -2.12M |
| Pentwater capital management lp | - | - | -1.65M |
| American century companies | - | - | -1.16M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 104.39K | 0.00% | 104.39K | $5.11M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Global financial private client | -1.00 |
| Ifp advisors | -2.00 |
| Sjs investment consulting | -3.00 |
| Private wealth asset management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 263 | 27.05% | 28,486,367 | -7.27% | 78 | 1.09% | 158 | 47.66% | 66 | 4.76% |
| 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% |
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 | 994.60K | 2.71% | 646.00 |
| Avantis US Small Cap Value ETF | 988.49K | 2.70% | - |
| 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 | 809.62K | 2.21% | - |
| Vanguard Small Cap Index | 785.16K | 2.14% | 3.87K |
| 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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | 11 |
| 2023 Q4 | - | - |
HEES Ownership FAQ
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