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Herzfeld Credit Income Fund, Inc

HERZ
Exchange
Nasdaq
SEC CIK
0000880406

No open-market purchases or sales by Herzfeld Credit Income Fund, Inc insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $20.8M in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Herzfeld Credit Income Fund, Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of HERZ: Q4 2025 compared with Q1 2026
MeasureQ4 2025Q1 2026Change
Holders1512−3
SharesConverted for a 1-for-8 split1.08M1.17M+84.2K (+7.8%)
Value$19.4M$18.1M−$1.33M (−6.8%)

New holders (2)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to HERZ in Q1 2026
InstitutionSharesValue% of portfolio
CSS LLC47,796$740.8K0.04%
Rockefeller Capital Management L.P.1,082$16.8K0.00%

Sold out (5)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of HERZ in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Hunting Hill Global Capital, LLC40,401$89.7K
CI Private Wealth, LLC27,619$61.3K
Cetera Investment Advisers24,598$54.6K
Kestra Advisory Services, LLC10,563$23.4K
Wells Fargo & Company1$2