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 3 sales; 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 61 | $0 | 0.00% | +61 | New |
| CarsonAllaria Wealth Management, Ltd. | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $57 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $72 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 212 | $608 | 0.00% | +3+1.4% | Added |
| Royal Bank of Canada | 208 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,975 | $20.0K | 0.00% | +6,975 | New |
| Bank of New York Mellon Corp | 15,155 | $43.5K | 0.00% | +15,155 | New |
| Prudential Financial Inc | 16,600 | $47.6K | 0.00% | +4,800+40.7% | Added |
| Acadian Asset Management LLC | 21,373 | $60.0K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 29,421 | $84.4K | 0.03% | +29,421 | New |
| State Street Corp | 29,904 | $85.8K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 41,500 | $119.1K | 0.01% | +41,500 | New |
| Northern Trust Corp | 48,770 | $140.0K | 0.00% | +2,678+5.8% | Added |
| Citadel Advisors LLC | 66,244 | $190.1K | 0.00% | +35,028+112.2% | Added |
| Wedbush Securities Inc | 66,500 | $191.0K | 0.01% | −83,500−55.7% | Reduced |
| Dimensional Fund Advisors LP | 72,332 | $207.6K | 0.00% | +24,452+51.1% | Added |
| BlackRock Inc. | 77,760 | $223.2K | 0.00% | +264+0.3% | Added |
| CIBC World Markets Inc. | 84,122 | $241.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 163,000 | $467.8K | 0.29% | +10,000+6.5% | Added |
| Renaissance Technologies LLC | 178,217 | $511.0K | 0.00% | +62,300+53.7% | Added |
| Geode Capital Management, LLC | 271,440 | $779.0K | 0.00% | +21,124+8.4% | Added |
| Ancora Advisors, LLC | 276,279 | $792.9K | 0.02% | −45,806−14.2% | Reduced |
| Perritt Capital Management Inc | 383,091 | $1.10M | 0.61% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,510,829 | $4.34M | 0.42% | +1,510,829 | New |
| Vanguard Group Inc | 1,780,238 | $5.11M | 0.00% | +433,359+32.2% | Added |
| Punch & Associates Investment Management, Inc. | 2,430,750 | $6.98M | 0.45% | −135,780−5.3% | Reduced |
| 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 |