H&E Equipment Services, Inc.
US ˙ NasdaqGS ˙ US4040301081
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityHEES / H&E Equipment Services, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership608,794 shares
Ownership 1.66%
Macquarie Group Ltd ownership in HEES / H&E Equipment Services, Inc.

2025-05-15 - Macquarie Group Ltd has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 608,794 shares of H&E Equipment Services, Inc. (US:HEES). This represents 1.66 percent ownership of the company. In their previous filing dated 2024-10-04 , Macquarie Group Ltd had reported owning 2,315,951 shares, indicating a decrease of -73.71 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-05-15 2025-05-15 13G/A 2,315,951 608,794 -73.71 1.66 -73.86
2024-10-04 2024-10-04 13G/A 2,315,573 2,315,951 0.02 6.35 0.00
2024-02-14 2024-02-14 13G 1,307,891 2,315,573 77.05 6.35 75.41
2021-02-12 2021-02-12 13G/A 1,864,478 1,307,891 -29.85 3.62 -30.38
2020-02-13 2020-02-13 13G/A 1,670,828 1,864,478 11.59 5.20 10.87
2018-02-13 2018-02-13 13G/A 2,106,754 1,670,828 -20.69 4.69 -20.78
2017-02-14 2017-02-14 13G/A 2,171,417 2,106,754 -2.98 5.92 -3.43
2016-02-16 2016-02-16 13G/A 2,171,417 6.13
2015-02-13 2015-02-13 13G 1,779,069 5.05

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-08-14 2025-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 0 -608,794 -100.00 0 -100.00
2025-08-14 2025-03-31 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 608,794 -1,634,309 -72.86 57,708 -47.45 0.0716
2025-05-15 2025-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 608,794 -1,634,309 57,708 0.0471
2025-02-14 2024-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 2,243,103 91,888 4.27 109,822 4.87 0.1333
2024-11-14 2024-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 2,151,215 -63,184 -2.85 104,721 7.07 0.1130
2024-08-09 2024-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 2,214,399 -34,522 -1.54 97,810 -32.23 0.1122
2024-05-14 2024-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 2,248,921 -66,650 -2.88 144,336 19.14 0.1637
2024-02-14 2023-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 2,315,571 858,516 58.92 121,151 92.52 0.1400
2023-11-14 2023-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,457,055 -43,070 -2.87 62,930 -8.31 0.0790
2023-10-27 2023-06-30 13F/A-2 H & E EQUIPMENT SERVICES COM 404030108 1,500,125 -39,709 -2.58 68,631 0.77 0.0785
2023-10-12 2023-06-30 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,500,125 -39,709 68,631 0.0690
2023-08-14 2023-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,500,125 -39,709 68,631 0.0696
2023-06-01 2023-03-31 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,539,834 4,801 0.31 68,107 -2.27 0.0809
2023-05-15 2023-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,539,834 4,801 68,107 0.0625
2023-02-21 2022-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,535,033 309,211 25.22 69,690 100.46 0.0823
2022-11-14 2022-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,225,822 -5,261 -0.43 34,765 -2.52 0.0426
2022-08-17 2022-06-30 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,231,083 7,231 0.59 35,665 -33.04 0.0400
2022-08-15 2022-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,231,083 7,231 35,665 0.0128
2022-05-16 2022-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,223,852 -3,166 -0.26 53,262 -1.95 0.0405
2022-02-11 2021-12-31 13F H&E Equipment Services COM 404030108 1,227,018 -25,789 -2.06 54,320 24.92 0.0453
2021-11-12 2021-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,252,807 -2,393 -0.19 43,485 4.13 0.0371
2021-08-13 2021-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,255,200 -15,979 -1.26 41,761 -13.55 0.0343
2021-05-14 2021-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,271,179 -30,812 -2.37 48,305 24.46 0.0683
2021-02-16 2020-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,301,991 -20,700 -1.56 38,812 49.25 0.0567
2020-11-13 2020-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,322,691 -198,140 -13.03 26,004 -7.48 0.0440
2020-08-11 2020-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,520,831 1,735 0.11 28,105 26.03 0.0484
2020-05-15 2020-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,519,096 -328,882 -17.80 22,300 -63.90 0.0458
2020-03-18 2019-12-31 13F/A-2 H & E EQUIPMENT SERVICES COM 404030108 1,847,978 -64,200 -3.36 61,778 11.95 0.0882
2020-02-28 2019-12-31 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,847,978 0 61,778 0.0892
2020-02-14 2019-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,847,978 -64,200 61,778 77,526.1544
2019-11-14 2019-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,912,178 70,100 3.81 55,185 2.98 0.0925
2019-11-06 2019-06-30 13F/A-2 H & E EQUIPMENT SERVICES COM 404030108 1,842,078 10,356 0.57 53,586 16.50 0.0904
2019-09-24 2019-06-30 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,842,078 0 53,586 0.0911
2019-08-14 2019-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,842,078 10,356 53,586
2019-05-15 2019-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,831,722 96,674 5.57 45,995 29.82 0.0785
2019-02-15 2018-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,735,048 31,800 1.87 35,430 -44.94 0.0685
2018-11-15 2018-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,703,248 28,462 1.70 64,348 2.16 0.1048
2019-03-21 2018-06-30 13F/A-1 H & E EQUIPMENT SERVICES COM 404030108 1,674,786 -181,761 -9.79 62,989 -11.85 0.1086
2018-08-14 2018-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 1,674,786 -181,761 62,989
2018-05-11 2018-03-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,856,547 -120,647 -6.10 71,459 -11.09 0.1302
2018-02-14 2017-12-31 13F H & E EQUIPMENT SERVICES COM 404030108 1,977,194 -607,411 -23.50 80,373 6.50 0.1421
2017-11-08 2017-09-30 13F H & E EQUIPMENT SERVICES COM 404030108 2,584,605 193,563 8.10 75,470 54.65 0.1354
2017-08-14 2017-06-30 13F H & E EQUIPMENT SERVICES COM 404030108 2,391,042 263,383 12.38 48,801 -6.46 0.0892
2017-05-15 2017-03-31 13F H&E Equipment Services COM 404030108 2,127,659 27,439 1.31 52,170 6.84 0.0948
2017-03-30 2016-12-31 13F/A-1 H&E Equipment Services COMMON 404030108 2,100,220 -9,193 -0.44 48,830 38.12 0.0935
2017-02-15 2016-12-31 13F H&E Equipment Services COMMON 404030108 2,100,220 48,830
2016-11-15 2016-09-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,109,413 -2,886 -0.14 35,354 -12.05 0.0680
2016-09-14 2016-06-30 13F/A-1 H&E EQUIPMENT SERVICES COMMON 404030108 2,112,299 40,663 1.96 40,197 10.69 0.0789
2016-08-15 2016-06-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,112,299 40,197
2016-05-16 2016-03-31 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,071,636 -99,781 -4.60 36,316 -4.32 0.0732
2016-02-16 2015-12-31 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,171,417 33,370 1.56 37,956 6.18 0.0779
2015-11-16 2015-09-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,138,047 30,592 1.45 35,748 -15.06 0.0766
2015-08-21 2015-06-30 13F/A-1 H&E EQUIPMENT SERVICES COMMON 404030108 2,107,455 19,393 0.93 42,086 -19.35 0.0833
2015-08-14 2015-06-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,107,455 42,086
2015-05-18 2015-03-31 13F H&E EQUIPMENT SERVICES COMMON 404030108 2,088,062 308,993 17.37 52,181 4.42 0.1024
2015-02-17 2014-12-31 13F H&E EQUIPMENT SERVICES COMMON 404030108 1,779,069 243,118 15.83 49,974 -19.22 0.1031
2014-11-14 2014-09-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 1,535,951 289,554 23.23 61,868 36.59 0.1327
2014-08-14 2014-06-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 1,246,397 708,442 131.69 45,294 108.15 0.1010
2014-05-15 2014-03-31 13F H&E EQUIPMENT SERVICES Common 404030108 537,955 537,955 2,932.10 21,760 4,519.96 0.0376
2014-02-14 2013-12-31 13F H&E EQUIPMENT SERVICES Common Stock 404030108 0 -17,742 -100.00 0 -100.00
2013-11-14 2013-09-30 13F H&E EQUIPMENT SERVICES Common Stock 404030108 17,742 0 0.00 471 25.94 0.0009
2013-08-16 2013-06-30 13F/A-1 H&E EQUIPMENT SERVICES COMMON 404030108 17,742 17,742 374 0.0008
2013-08-14 2013-06-30 13F H&E EQUIPMENT SERVICES COMMON 404030108 17,742 374 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.