Heritage Global Inc.
HGBL- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000849145
In the last 90 days, Heritage Global Inc. insiders filed 4 open-market purchases and 2 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $14.3M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Heritage Global Inc. as of Jun 30, 2022. 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
- −4 vs. Q1 2022
- Shares held
- 6.81M
- +1.70M (+33.2%) vs. Q1 2022
- Total value
- $10.2M
- +$3.32M (+48.0%) vs. Q1 2022
- New holders
- 2
- 8 more added
- Sold out
- 6
- 2 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Heritage Global Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 65 | $0 | 0.00% | −11,542−99.4% | Reduced |
| Wells Fargo & Company | 184 | $0 | 0.00% | +15+8.9% | Added |
| Toronto Dominion Bank | 61 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 208 | $0 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 9 | $0 | 0.00% | +9 | New |
| Federation des caisses Desjardins du Quebec | 20 | $30 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $38 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 23,870 | $36.0K | 0.00% | +12,019+101.4% | Added |
| Dimensional Fund Advisors LP | 26,003 | $39.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,653 | $43.0K | 0.00% | +6,719+30.6% | Added |
| Northern Trust Corp | 46,092 | $69.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 77,658 | $117.0K | 0.00% | +19,177+32.8% | Added |
| CIBC World Markets Inc. | 84,122 | $126.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 115,417 | $173.0K | 0.00% | +52,200+82.6% | Added |
| Ridgewood Investments LLC | 146,418 | $220.0K | 0.17% | +13,418+10.1% | Added |
| Wedbush Securities Inc | 160,000 | $240.0K | 0.01% | +70,625+79.0% | Added |
| Geode Capital Management, LLC | 241,669 | $362.0K | 0.00% | +94,344+64.0% | Added |
| Perritt Capital Management Inc | 302,388 | $454.0K | 0.28% | −34,112−10.1% | Reduced |
| Ancora Advisors, LLC | 407,160 | $610.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,203,589 | $1.80M | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,488,443 | $2.23M | 0.22% | +1,488,443 | New |
| Punch & Associates Investment Management, Inc. | 2,456,030 | $3.68M | 0.26% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |