H&E Equipment Services, Inc.
H&E Equipment Services, Inc. (HEES) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HEES · as of Mar 31, 2025
Ownership Breakdown
273
Institutional Holders
▲ 63 vs Q4
$2.98B
Total Inst. Value
▲ $1.47B vs Q4
36.67M
Shares Outstanding
freeFloat 86.15%
31.39M
13F Shares Held
▲ 648,094 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HEES largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-miscellaneous equipment rental & leasing | 3.24M | 8.90% | 8.90% | $306.66B | May 9, 2025 | ▼ 444.6K |
BLACKROCK, INC. services-miscellaneous equipment rental & leasing | 2.57M | 7.07% | 7.07% | $243.82B | May 2, 2025 | ▼ 276.4K |
PENTWATER CAPITAL MANAGEMENT LP services-miscellaneous equipment rental & leasing | 1.65M | 4.54% | 4.54% | $156.40B | May 15, 2025 | NEW |
AMERICAN CENTURY COMPANIES INC services-miscellaneous equipment rental & leasing | 1.16M | 3.18% | 3.18% | $109.53B | May 13, 2025 | ▼ 978.8K |
GOLDMAN SACHS GROUP INC services-miscellaneous equipment rental & leasing | 1.13M | 3.11% | 3.11% | $107.32B | Jun 27, 2025 | ▲ 639.2K |
UBS OCONNOR LLC services-miscellaneous equipment rental & leasing | 1.09M | 2.98% | 2.98% | $102.87B | Aug 14, 2025 | NEW |
UBS GROUP AG services-miscellaneous equipment rental & leasing | 958.3K | 2.64% | 2.64% | $90.84B | May 13, 2025 | ▲ 558.1K |
HBK INVESTMENTS L P services-miscellaneous equipment rental & leasing | 944.2K | 2.60% | 2.60% | $89.50B | May 15, 2026 | NEW |
DIMENSIONAL FUND ADVISORS LP services-miscellaneous equipment rental & leasing | 943.7K | 2.60% | 2.60% | $89.45B | May 13, 2025 | ▼ 258.2K |
NORGES BANK services-miscellaneous equipment rental & leasing | 805.8K | 2.22% | 2.22% | $76.38B | May 11, 2026 | ▲ 701.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
17
Increased
+4.82M shares22
New Positions
first time holders11
Decreased
−4.51M shares0
Sold Out
fully exitedNet shares change (top 50)
+312.0K
+4.82M / −4.51M
Net new holders
+28
22 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HEES insider trading · insider activity
Source: SEC Form 4
4
Buy transactions
17
Sell transactions
0.24
Buy/Sell ratio
$4M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Wood Suzanne H director | Jun 2, 2025 | D-Return | 2,839 | $78.75 | $223.6K | 0 | Form 4 ↗ |
Thompson Mary Patricia B director | Jun 2, 2025 | D-Return | 12,491 | $78.75 | $983.7K | 0 | Form 4 ↗ |
Thomas Jacob director | Jun 2, 2025 | D-Return | 4,706 | $78.75 | $370.6K | 0 | Form 4 ↗ |
KARLSON LAWRENCE C director | Jun 2, 2025 | D-Return | 2,375 | $78.75 | $187.0K | 0 | Form 4 ↗ |
GALLIGAN THOMAS J III director | Jun 2, 2025 | D-Return | 37,034 | $78.75 | $2.92M | 0 | Form 4 ↗ |
EDSELL PATRICK director | Jun 2, 2025 | D-Return | 200 | $78.75 | $15.8K | 0 | Form 4 ↗ |
BRUCKMANN BRUCE director | Jun 2, 2025 | D-Return | 171,882 | $78.75 | $13.54M | 0 | Form 4 ↗ |
Bagley Gary W director | Jun 2, 2025 | D-Return | 55,223 | $78.75 | $4.35M | 0 | Form 4 ↗ |
ARNOLD PAUL director | Jun 2, 2025 | D-Return | 75,279 | $78.75 | $5.93M | 0 | Form 4 ↗ |
Magee Leslie S CFO & Secretary | May 27, 2025 | Award | 19,378 | — | — | 167.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
H&E Equipment Services, Inc. (HEES) is primarily owned by institutional investors, who hold approximately 85.6% of total shares outstanding. Company insiders own approximately 13.85%, while retail and public investors account for the remaining 0.53%.
The largest institutional shareholder of H&E Equipment Services, Inc. is VANGUARD GROUP INC, holding approximately 3.24 million shares — equal to 8.90% of outstanding shares — as of March 31, 2025.
A total of 273 institutional investors currently hold HEES stock, with a combined institutional value of approximately $2.98 billion as of the most recent 13F filing period.
Frequently asked questions
HEES ownershipH&E Equipment Services, Inc. (HEES) is primarily owned by institutional investors, who hold approximately 85.6% of shares. The largest shareholder is VANGUARD GROUP INC with a 8.90% stake. Company insiders hold 13.85%. Data sourced from SEC Form 13F as of March 31, 2025.