HEES Institutional Ownership & Shareholders
H&E EQUIPMENT SERVICES INC (HEES) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.62M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2021.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of HEES tracked by InsiderSet, reporting ownership valued at approximately $17.62M in its December 31, 2021 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HEES value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in H&E EQUIPMENT SERVICES INC (HEES).
This page ranks the largest institutional HEES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$17.62M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$17.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2021
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.25% | 397,920 | $17,615,918 | — | — | — |
Frequently asked questions about HEES
Who are the largest institutional holders of HEES?
The largest institutional holders of HEES reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported HEES position.
What is HEES institutional ownership?
This page tracks HEES positions reported by institutional investment managers through SEC Form 13F. H&E EQUIPMENT SERVICES INC (HEES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEES?
InsiderSet currently tracks 1 institutional managers reporting HEES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEES shareholders.
How much HEES stock do institutions own?
Institutional investment managers disclosed approximately $17.62M in HEES holdings for Q4 2021. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEES institutional ownership last updated?
The latest HEES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2021. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HEES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEES position after the reporting date.
Are institutions buying or selling HEES?
Institutional buying and selling can be analyzed by comparing HEES positions across consecutive 13F reporting periods. InsiderSet's HEES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEES ownership changes.
How has HEES institutional ownership changed over time?
InsiderSet tracks HEES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.