Stock ownership · SEC 13F · Q1 2025

H & E EQUIP SVCS INC COM

A breakdown of H & E EQUIP SVCS INC COM's institutional base (CUSIP 404030108): the holders, the concentration among them, and what changed last quarter.

$5.6M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$5.6M of H & E EQUIP SVCS INC COM is reported by 3 institutions as of Q1 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$5.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 404030108 · Q1 2025 $6M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $5.6M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - H & E EQUIP SVCS INC COM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of H & E EQUIP SVCS INC COM
  1. 1
    RHUMBLINE ADVISERS $4.3M
  2. 2
    JONES FINANCIAL COMPANIES LLLP $1.1M
  3. 3
    STRS OHIO $123K

Top 3 reported holders by value · Q1 2025

Institutional ownership over time

The number of institutions reporting a H & E EQUIP SVCS INC COM position has risen from 1 to 3 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q1'24Q2'24Q3'24Q1'25 3
Distinct 13F filers holding H & E EQUIP SVCS INC COM, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 RHUMBLINE ADVISERS 45,551 $4.3M 77.3%
2 JONES FINANCIAL COMPANIES LLLP 12,006 $1.1M 20.5%
3 STRS OHIO 1,300 $123K 2.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among H & E EQUIP SVCS INC COM's reported holders for Q1 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q1 2025

New positions (3)

RHUMBLINE ADVISERS $4.3M
JONES FINANCIAL COMPANIES LLLP $1.1M
STRS OHIO $123K

Frequently Asked Questions

How many institutions hold H & E EQUIP SVCS INC COM?▼
H & E EQUIP SVCS INC COM is held by 3 institutional investors per the latest SEC Form 13F filings as of Q1 2025.
What is the total institutional value of H & E EQUIP SVCS INC COM?▼
Institutions report $5.6M of H & E EQUIP SVCS INC COM as of Q1 2025.
How concentrated is ownership of H & E EQUIP SVCS INC COM?▼
The top five institutional holders account for 100% of the reported institutional value in H & E EQUIP SVCS INC COM, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of H & E EQUIP SVCS INC COM?▼
RHUMBLINE ADVISERS is the largest reported holder of H & E EQUIP SVCS INC COM with $4.3M across 45,551 shares as of Q1 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.