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

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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	50.63%	11.76%	37.61%
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
Dimensional fund advisors lp	1.20M	3.31%	$58.85M
Bank of america corp /de/	879.56K	2.43%	$38.85M
State street	757.27K	2.09%	$33.45M
Geode capital management	748.81K	2.06%	$36.67M
Victory capital management	689.91K	1.90%	$33.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Perbak capital partners llp	27.69K	0.72%	$1.36M
Blue zone wealth advisors	45.75K	0.65%	$2.24M
Uniplan investment counsel	67.24K	0.31%	$3.29M
Keeley-teton advisors	31.05K	0.18%	$1.52M
Cozad asset management	36.96K	0.17%	$1.81M
Macquarie group	2.24M	0.13%	$109.82M
Private capital management	20.50K	0.11%	$1.00M
Clarivest asset management	19.25K	0.09%	$850.23K
Gilder gagnon howe	139.04K	0.08%	$6.14M
Advisors asset management	76.48K	0.07%	$3.74M

Top Buyers

Holder	Shares	% Assets	Change
Victory capital management	689.91K	0.03%	638.38K
Voya investment management	424.81K	0.02%	414.23K
Ubs group	400.27K	0.00%	314.33K
American century companies	2.13M	0.06%	313.88K
Goldman sachs group	492.98K	0.00%	218.71K

Top Sellers

Holder	Shares	% Assets	Change
Clearbridge investments	-	-	-2.12M
Pertento partners llp	-	-	-1.03M
Westwood group	-	-	-855.48K
Vaughan nelson investment management	-	-	-587.82K
Cooke & bieler lp	-	-	-462.54K

New Positions

Holder	Shares	% Assets	Change	Value
Sei investments	119.54K	0.01%	119.54K	$5.85M
Norges bank	104.39K	0.00%	104.39K	$5.11M
Raymond james financial	74.33K	0.00%	74.33K	$3.64M
Blue zone wealth advisors	45.75K	0.65%	45.75K	$2.24M
Perbak capital partners llp	27.69K	0.72%	27.69K	$1.36M

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	991.36K	2.71%	3.12K
Avantis US Small Cap Value ETF	988.49K	2.70%	-
American Century U.S. Small Cap Growth	870.66K	2.38%	75.41K
American Century Small Cap Growth Inv	870.66K	2.38%	75.41K
Delaware Small Cap Core I	866.83K	2.37%	-5.37K
iShares Russell 2000 ETF	795.42K	2.17%	134.00
BlackRock Event Driven Equity Instl	780.05K	2.13%	78.22K
Vanguard Small Cap Index	777.29K	2.12%	-17.40K
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

Who Owns H&E Equipment Services?

H&E Equipment Services shareholders are primarily institutional investors at 51.89%, followed by 12.77% insiders and 35.34% retail investors. The average institutional ownership in H&E Equipment Services's industry, Rental & Leasing Service Stocks, is 55.56%, which H&E Equipment Services falls below.

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

H&E Equipment Services’s largest shareholders are Vanguard group (3.68M shares, 10.14%), Blackrock funding, inc. /de (2.85M shares, 7.85%), and Blackrock (2.83M shares, 7.82%). Together, they hold 25.81% 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?

Perbak capital partners llp is H&E Equipment Services’s biggest shareholder by percentage of total assets invested, with 0.72% of its assets in 27.69K H&E Equipment Services shares, valued at 1.36M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of H&E Equipment Services shares, with 2.71% of its total shares outstanding invested in 993.83K H&E Equipment Services shares.

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