Heritage Global Inc.
HGBL- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000849145
13F holders, Q2 2026
Positions as of Jun 30, 2026.
Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 36
- −2 vs. Q1 2026
- Shares held
- 11.83M
- −1.91M (−13.9%) vs. Q1 2026
- Total value
- $14.31M
- −$4.39M (−23.5%) vs. Q1 2026
Compare with Q1 2026: new holders and sold out
Holders over time
24 in Q3 2021 → 36 in Q2 2026
Institutions
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mink Brook Asset Management LLC | 2,273,077 | $2.75M | 1.21% | +34,821+1.6% | Added |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2,021,458 | $2.45M | 0.12% | −222,690−9.9% | Reduced |
| Topline Capital Management, LLC | 1,785,488 | $2.16M | 0.56% | 00.0% | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,393,638 | $1.69M | 0.00% | −263,909−15.9% | Reduced |
| Truffle Hound Capital, LLC | 1,100,000 | $1.33M | 0.84% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 917,304 | $1.11M | 0.06% | 00.0% | Unchanged |
| Militia Capital Management LLC | 563,873 | $682.29K | 0.12% | −1,127,746−66.7% | Reduced |
| GEODE CAPITAL MANAGEMENT, LLC | 359,349 | $434.93K | 0.00% | +17,215+5.0% | Added |
| RENAISSANCE TECHNOLOGIES LLC | 249,617 | $302.04K | 0.00% | +5,300+2.2% | Added |
| Ridgewood Investments LLC | 222,165 | $268.82K | 0.10% | −15,000−6.3% | Reduced |
| DIMENSIONAL FUND ADVISORS LP | 179,234 | $216.92K | 0.00% | −25,310−12.4% | Reduced |
| BlackRock, Inc. | 168,422 | $203.79K | 0.00% | +21,383+14.5% | Added |
| VANGUARD FIDUCIARY TRUST CO | 167,270 | $202.4K | 0.00% | +1,222+0.7% | Added |
| STATE STREET CORP | 116,566 | $141.05K | 0.00% | 00.0% | Unchanged |
| NORTHERN TRUST CORP | 51,204 | $61.96K | 0.00% | +14,339+38.9% | Added |
| JANE STREET GROUP, LLC | 42,957 | $51.98K | 0.00% | +23,948+126.0% | Added |
| CITADEL ADVISORS LLC | 38,312 | $46.36K | 0.00% | +38,312 | New |
| GOLDMAN SACHS GROUP INC | 34,800 | $42.11K | 0.00% | −421−1.2% | Reduced |
| NorthRock Partners, LLC | 34,139 | $41.31K | 0.00% | 00.0% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,758 | $32.2K | 0.00% | 00.0% | Unchanged |
| MORGAN STANLEY | 18,668 | $22.59K | 0.00% | 00.0% | Unchanged |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11,878 | $14.37K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 10,769 | $13.03K | 0.00% | 00.0% | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC | 11,491 | $13K | 0.00% | −5,203−31.2% | Reduced |
| XTX Topco Ltd | 10,000 | $12.1K | 0.00% | −3,934−28.2% | Reduced |
| ROYAL BANK OF CANADA | 5,782 | $7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,429 | $6.57K | 0.00% | +1,769+48.3% | Added |
| Parallel Advisors, LLC | 4,000 | $4.84K | 0.00% | 00.0% | Unchanged |
| ADVISOR GROUP HOLDINGS, INC. | 2,740 | $3.32K | 0.00% | +500+22.3% | Added |
| TD Waterhouse Canada Inc. | 698 | $839 | 0.00% | 00.0% | Unchanged |
| BARCLAYS PLC | 165 | $200 | 0.00% | +165 | New |
| Smartleaf Asset Management LLC | 100 | $122 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 96 | $116 | 0.00% | −2,779−96.7% | Reduced |
| Archer Investment Corp | 50 | $60 | 0.00% | +25+100.0% | Added |
| HARBOUR INVESTMENTS, INC. | 9 | $11 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $7 | 0.00% | +6 | New |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −194,000−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −81,366−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −79,690−100.0% | Sold out |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | 0.00% | −46,533−100.0% | Sold out |
| CITIGROUP INC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |