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Heritage Global Inc.

HGBL
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0000849145

In the last 90 days, Heritage Global Inc. insiders filed 3 open-market purchases and 1 sale; 36 institutions reported holding it in 13F filings for Q2 2026, worth $14.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Heritage Global Inc. as of Mar 31, 2021. 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
25
No complete 13F data for Q4 2020
Shares held
5.51M
No complete 13F data for Q4 2020
Total value
$15.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HGBL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 25 institutions
Q1 2021: 25 institutionsQ2 2021: 25 institutionsQ3 2021: 24 institutionsQ4 2021: 27 institutionsQ1 2022: 28 institutionsQ2 2022: 24 institutionsQ3 2022: 25 institutionsQ4 2022: 28 institutionsQ1 2023: 28 institutionsQ2 2023: 51 institutionsQ3 2023: 57 institutionsQ4 2023: 54 institutionsQ1 2024: 56 institutionsQ2 2024: 49 institutionsQ3 2024: 43 institutionsQ4 2024: 39 institutionsQ1 2025: 42 institutionsQ2 2025: 38 institutionsQ3 2025: 38 institutionsQ4 2025: 41 institutionsQ1 2026: 38 institutionsQ2 2026: 36 institutions
Value heldQ1 2021: $15.7M
Q1 2021: $15.7MQ2 2021: $13.3MQ3 2021: $12.3MQ4 2021: $12.0MQ1 2022: $6.90MQ2 2022: $10.2MQ3 2022: $9.08MQ4 2022: $13.3MQ1 2023: $21.7MQ2 2023: $36.4MQ3 2023: $30.6MQ4 2023: $27.9MQ1 2024: $26.4MQ2 2024: $23.2MQ3 2024: $15.2MQ4 2024: $26.3MQ1 2025: $31.2MQ2 2025: $28.7MQ3 2025: $21.8MQ4 2025: $16.5MQ1 2026: $17.2MQ2 2026: $14.3M
Institutions holding HGBL and their total value by quarter
QuarterHoldersValue
Q2 202636$14.3M
Q1 202638$17.2M
Q4 202541$16.5M
Q3 202538$21.8M
Q2 202538$28.7M
Q1 202542$31.2M
Q4 202439$26.3M
Q3 202443$15.2M
Q2 202449$23.2M
Q1 202456$26.4M
Q4 202354$27.9M
Q3 202357$30.6M
Q2 202351$36.4M
Q1 202328$21.7M
Q4 202228$13.3M
Q3 202225$9.08M
Q2 202224$10.2M
Q1 202228$6.90M
Q4 202127$12.0M
Q3 202124$12.3M
Q2 202125$13.3M
Q1 202125$15.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Heritage Global Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HGBL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Punch & Associates Investment Management, Inc.2,244,185$6.40M0.38%––
Vanguard Group Inc1,264,938$3.60M0.00%––
Koshinski Asset Management, Inc.912,321$2.60M0.28%––
Ancora Advisors, LLC347,502$990.0K0.03%––
Perritt Capital Management Inc249,189$710.0K0.39%––
Geode Capital Management, LLC130,815$372.0K0.00%––
Ridgewood Investments LLC130,000$371.0K0.23%––
CIBC World Markets Inc.80,392$229.0K0.00%––
Northern Trust Corp46,092$131.0K0.00%––
Virtu Financial LLC28,911$82.0K0.01%––
Renaissance Technologies LLC27,517$78.0K0.00%––
Millennium Management LLC21,006$60.0K0.00%––
Glovista Investments LLC16,552$47.0K0.01%––
Mesirow Financial Investment Management, Inc.4,675$13.0K0.04%––
Parallel Advisors, LLC4,000$11.0K0.00%––
Royal Bank of Canada208$1.00K0.00%––
Federation des caisses Desjardins du Quebec20$570.00%––
Bank of America Corp102$00.00%––
Wells Fargo & Company160$00.00%––
Barclays PLC125$00.00%––
Harbour Investments, Inc.9$00.00%––
Toronto Dominion Bank61$00.00%––
UBS Group AG65$00.00%––
Advisor Group Holdings, Inc.100$00.00%––
Banque Cantonale Vaudoise20$00.00%––