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 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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 9 | $12 | 0.00% | +9 | New |
| Archer Investment Corp | 25 | $34 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $135 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 698 | $938 | 0.00% | +20+2.9% | Added |
| Advisor Group Holdings, Inc. | 2,240 | $3.05K | 0.00% | −505−18.4% | Reduced |
| UBS Group AG | 2,875 | $3.91K | 0.00% | +1,244+76.3% | Added |
| Tower Research Capital LLC (TRC) | 3,660 | $4.98K | 0.00% | +138+3.9% | Added |
| Parallel Advisors, LLC | 4,000 | $5.44K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,155 | $5.65K | 0.00% | −5,738−58.0% | Reduced |
| Royal Bank of Canada | 5,782 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 10,769 | $14.6K | 0.00% | +10,769 | New |
| Evergreen Capital Management LLC | 11,878 | $16.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,934 | $18.9K | 0.00% | −10,733−43.5% | Reduced |
| Acadian Asset Management LLC | 16,694 | $22.0K | 0.00% | −14,772−46.9% | Reduced |
| Morgan Stanley | 18,668 | $25.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,009 | $25.9K | 0.00% | −10,642−35.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,758 | $35.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 34,139 | $46.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,221 | $47.9K | 0.00% | −14,730−29.5% | Reduced |
| Northern Trust Corp | 36,865 | $50.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 46,533 | $63.3K | 0.00% | −44,303−48.8% | Reduced |
| Man Group plc | 79,690 | $108.4K | 0.00% | +20,400+34.4% | Added |
| Sentinus, LLC | 81,366 | $110.7K | 0.01% | −279,500−77.5% | Reduced |
| State Street Corp | 116,566 | $158.5K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 147,039 | $200.0K | 0.00% | +7,085+5.1% | Added |
| Vanguard Fiduciary Trust Co | 166,048 | $225.8K | 0.00% | +166,048 | New |
| Evernest Financial Advisors, LLC | 194,000 | $273.5K | 0.06% | +194,000 | New |
| Dimensional Fund Advisors LP | 204,544 | $278.1K | 0.00% | −5,068−2.4% | Reduced |
| Ridgewood Investments LLC | 237,165 | $322.5K | 0.13% | +237,165 | New |
| Renaissance Technologies LLC | 244,317 | $332.3K | 0.00% | −133,200−35.3% | Reduced |
| Geode Capital Management, LLC | 342,134 | $465.4K | 0.00% | −18,042−5.0% | Reduced |
| Militia Capital Management LLC | 563,873 | $766.9K | 0.17% | +563,873 | New |
| Koshinski Asset Management, Inc. | 917,304 | $1.25M | 0.08% | 00.0% | Unchanged |
| Truffle Hound Capital, LLC | 1,100,000 | $1.50M | 0.92% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,657,547 | $2.25M | 0.00% | +1,657,547 | New |
| Topline Capital Management, LLC | 1,785,488 | $2.43M | 0.40% | −65,476−3.5% | Reduced |
| Mink Brook Asset Management LLC | 2,238,256 | $3.04M | 1.70% | +209,412+10.3% | Added |
| Punch & Associates Investment Management, Inc. | 2,244,148 | $3.05M | 0.18% | −140,504−5.9% | Reduced |
| 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 |