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, Q3 2021
Institutional positions in Heritage Global Inc. as of Sep 30, 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
- 24
- −1 vs. Q2 2021
- Shares held
- 6.25M
- +985.7K (+18.7%) vs. Q2 2021
- Total value
- $12.3M
- −$1.07M (−8.0%) vs. Q2 2021
- New holders
- 2
- 9 more added
- Sold out
- 3
- 2 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 36 | $14.3M |
| Q1 2026 | 38 | $17.2M |
| Q4 2025 | 41 | $16.5M |
| Q3 2025 | 38 | $21.8M |
| Q2 2025 | 38 | $28.7M |
| Q1 2025 | 42 | $31.2M |
| Q4 2024 | 39 | $26.3M |
| Q3 2024 | 43 | $15.2M |
| Q2 2024 | 49 | $23.2M |
| Q1 2024 | 56 | $26.4M |
| Q4 2023 | 54 | $27.9M |
| Q3 2023 | 57 | $30.6M |
| Q2 2023 | 51 | $36.4M |
| Q1 2023 | 28 | $21.7M |
| Q4 2022 | 28 | $13.3M |
| Q3 2022 | 25 | $9.08M |
| Q2 2022 | 24 | $10.2M |
| Q1 2022 | 28 | $6.90M |
| Q4 2021 | 27 | $12.0M |
| Q3 2021 | 24 | $12.3M |
| Q2 2021 | 25 | $13.3M |
| Q1 2021 | 25 | $15.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Heritage Global Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 2,301,530 | $4.51M | 0.26% | +56,820+2.5% | Added |
| Koshinski Asset Management, Inc. | 1,312,321 | $2.57M | 0.22% | +800,605+156.5% | Added |
| Vanguard Group Inc | 1,236,606 | $2.42M | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 459,420 | $900.0K | 0.02% | +70,123+18.0% | Added |
| Perritt Capital Management Inc | 279,980 | $549.0K | 0.30% | +2,000+0.7% | Added |
| Geode Capital Management, LLC | 147,325 | $288.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 130,000 | $255.0K | 0.17% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 93,617 | $183.0K | 0.00% | +44,888+92.1% | Added |
| CIBC World Markets Inc. | 84,122 | $165.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 58,872 | $116.0K | 0.00% | −1,252−2.1% | Reduced |
| Northern Trust Corp | 46,092 | $90.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 37,974 | $74.0K | 0.00% | +37,974 | New |
| Dimensional Fund Advisors LP | 29,620 | $58.0K | 0.00% | +5,100+20.8% | Added |
| UBS Group AG | 14,715 | $29.0K | 0.00% | +12,213+488.1% | Added |
| Wedbush Securities Inc | 13,938 | $27.0K | 0.00% | +13,938 | New |
| Parallel Advisors, LLC | 4,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,394 | $7.00K | 0.00% | +1,500+79.2% | Added |
| Federation des caisses Desjardins du Quebec | 20 | $39 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 208 | $0 | 0.00% | −2,200−91.4% | Reduced |
| Wells Fargo & Company | 164 | $0 | 0.00% | +3+1.9% | Added |
| Harbour Investments, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 61 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −39,362−100.0% | Sold out |
| Glovista Investments LLC | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −59−100.0% | Sold out |