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 2026
Institutional positions in Heritage Global Inc. as of Mar 31, 2026. 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
- 38
- 0 vs. Q4 2025
- Shares held
- 12.6M
- +2.13M (+20.3%) vs. Q4 2025
- Total value
- $17.2M
- +$4.16M (+32.0%) vs. Q4 2025
- New holders
- 7
- 6 more added
- Sold out
- 7
- 13 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Heritage Global Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 2,244,148 | $3.05M | 0.18% | −140,504−5.9% | Reduced |
| Mink Brook Asset Management LLC | 2,238,256 | $3.04M | 1.70% | +209,412+10.3% | Added |
| Topline Capital Management, LLC | 1,785,488 | $2.43M | 0.40% | −65,476−3.5% | Reduced |
| Vanguard Capital Management LLC | 1,657,547 | $2.25M | 0.00% | +1,657,547 | New |
| Truffle Hound Capital, LLC | 1,100,000 | $1.50M | 0.92% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 917,304 | $1.25M | 0.08% | 00.0% | Unchanged |
| Militia Capital Management LLC | 563,873 | $766.9K | 0.17% | +563,873 | New |
| Geode Capital Management, LLC | 342,134 | $465.4K | 0.00% | −18,042−5.0% | Reduced |
| Renaissance Technologies LLC | 244,317 | $332.3K | 0.00% | −133,200−35.3% | Reduced |
| Ridgewood Investments LLC | 237,165 | $322.5K | 0.13% | +237,165 | New |
| Dimensional Fund Advisors LP | 204,544 | $278.1K | 0.00% | −5,068−2.4% | Reduced |
| Evernest Financial Advisors, LLC | 194,000 | $273.5K | 0.06% | +194,000 | New |
| Vanguard Fiduciary Trust Co | 166,048 | $225.8K | 0.00% | +166,048 | New |
| BlackRock, Inc. | 147,039 | $200.0K | 0.00% | +7,085+5.1% | Added |
| State Street Corp | 116,566 | $158.5K | 0.00% | 00.0% | Unchanged |
| Sentinus, LLC | 81,366 | $110.7K | 0.01% | −279,500−77.5% | Reduced |
| Man Group plc | 79,690 | $108.4K | 0.00% | +20,400+34.4% | Added |
| Susquehanna International Group, LLP | 46,533 | $63.3K | 0.00% | −44,303−48.8% | Reduced |
| Northern Trust Corp | 36,865 | $50.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,221 | $47.9K | 0.00% | −14,730−29.5% | Reduced |
| NorthRock Partners, LLC | 34,139 | $46.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,758 | $35.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,009 | $25.9K | 0.00% | −10,642−35.9% | Reduced |
| Morgan Stanley | 18,668 | $25.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 16,694 | $22.0K | 0.00% | −14,772−46.9% | Reduced |
| XTX Topco Ltd | 13,934 | $18.9K | 0.00% | −10,733−43.5% | Reduced |
| Evergreen Capital Management LLC | 11,878 | $16.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 10,769 | $14.6K | 0.00% | +10,769 | New |
| Royal Bank of Canada | 5,782 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,155 | $5.65K | 0.00% | −5,738−58.0% | Reduced |
| Parallel Advisors, LLC | 4,000 | $5.44K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,660 | $4.98K | 0.00% | +138+3.9% | Added |
| UBS Group AG | 2,875 | $3.91K | 0.00% | +1,244+76.3% | Added |
| Advisor Group Holdings, Inc. | 2,240 | $3.05K | 0.00% | −505−18.4% | Reduced |
| TD Waterhouse Canada Inc. | 698 | $938 | 0.00% | +20+2.9% | Added |
| Smartleaf Asset Management LLC | 100 | $135 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $34 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $12 | 0.00% | +9 | New |
| Wynnefield Capital Inc | 0 | $0 | 0.00% | −79,426−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −60,303−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −31,925−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,653−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,726−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |