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 2023
Institutional positions in Heritage Global Inc. as of Mar 31, 2023. 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
- 28
- 0 vs. Q4 2022
- Shares held
- 7.58M
- +1.90M (+33.5%) vs. Q4 2022
- Total value
- $21.7M
- +$8.41M (+63.1%) vs. Q4 2022
- New holders
- 6
- 10 more added
- Sold out
- 6
- 3 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Heritage Global Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 2,430,750 | $6.98M | 0.45% | −135,780−5.3% | Reduced |
| Vanguard Group Inc | 1,780,238 | $5.11M | 0.00% | +433,359+32.2% | Added |
| Koshinski Asset Management, Inc. | 1,510,829 | $4.34M | 0.42% | +1,510,829 | New |
| Perritt Capital Management Inc | 383,091 | $1.10M | 0.61% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 276,279 | $792.9K | 0.02% | −45,806−14.2% | Reduced |
| Geode Capital Management, LLC | 271,440 | $779.0K | 0.00% | +21,124+8.4% | Added |
| Renaissance Technologies LLC | 178,217 | $511.0K | 0.00% | +62,300+53.7% | Added |
| Ridgewood Investments LLC | 163,000 | $467.8K | 0.29% | +10,000+6.5% | Added |
| CIBC World Markets Inc. | 84,122 | $241.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 77,760 | $223.2K | 0.00% | +264+0.3% | Added |
| Dimensional Fund Advisors LP | 72,332 | $207.6K | 0.00% | +24,452+51.1% | Added |
| Wedbush Securities Inc | 66,500 | $191.0K | 0.01% | −83,500−55.7% | Reduced |
| Citadel Advisors LLC | 66,244 | $190.1K | 0.00% | +35,028+112.2% | Added |
| Northern Trust Corp | 48,770 | $140.0K | 0.00% | +2,678+5.8% | Added |
| Hillsdale Investment Management Inc. | 41,500 | $119.1K | 0.01% | +41,500 | New |
| State Street Corp | 29,904 | $85.8K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 29,421 | $84.4K | 0.03% | +29,421 | New |
| Acadian Asset Management LLC | 21,373 | $60.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,600 | $47.6K | 0.00% | +4,800+40.7% | Added |
| Bank of New York Mellon Corp | 15,155 | $43.5K | 0.00% | +15,155 | New |
| UBS Group AG | 6,975 | $20.0K | 0.00% | +6,975 | New |
| Parallel Advisors, LLC | 4,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 208 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 212 | $608 | 0.00% | +3+1.4% | Added |
| Archer Investment Corp | 25 | $72 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $57 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 61 | $0 | 0.00% | +61 | New |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −19,304−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,213−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −45−100.0% | Sold out |