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, Q2 2026
Institutional positions in Heritage Global Inc. as of Jun 30, 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
- 36
- −2 vs. Q1 2026
- Shares held
- 11.8M
- −786.0K (−6.2%) vs. Q1 2026
- Total value
- $14.3M
- −$2.85M (−16.6%) vs. Q1 2026
- New holders
- 3
- 9 more added
- Sold out
- 5
- 8 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Heritage Global Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mink Brook Asset Management LLC | 2,273,077 | $2.75M | 1.21% | +34,821+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 2,021,458 | $2.45M | 0.12% | −222,690−9.9% | Reduced |
| Topline Capital Management, LLC | 1,785,488 | $2.16M | 0.56% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,393,638 | $1.69M | 0.00% | −263,909−15.9% | Reduced |
| Truffle Hound Capital, LLC | 1,100,000 | $1.33M | 0.84% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 917,304 | $1.11M | 0.06% | 00.0% | Unchanged |
| Militia Capital Management LLC | 563,873 | $682.3K | 0.12% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 359,349 | $434.9K | 0.00% | +17,215+5.0% | Added |
| Renaissance Technologies LLC | 249,617 | $302.0K | 0.00% | +5,300+2.2% | Added |
| Ridgewood Investments LLC | 222,165 | $268.8K | 0.10% | −15,000−6.3% | Reduced |
| Dimensional Fund Advisors LP | 179,234 | $216.9K | 0.00% | −25,310−12.4% | Reduced |
| BlackRock, Inc. | 168,422 | $203.8K | 0.00% | +21,383+14.5% | Added |
| Vanguard Fiduciary Trust Co | 167,270 | $202.4K | 0.00% | +1,222+0.7% | Added |
| State Street Corp | 116,566 | $141.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 51,204 | $62.0K | 0.00% | +14,339+38.9% | Added |
| Jane Street Group, LLC | 42,957 | $52.0K | 0.00% | +23,948+126.0% | Added |
| Citadel Advisors LLC | 38,312 | $46.4K | 0.00% | +38,312 | New |
| Goldman Sachs Group Inc | 34,800 | $42.1K | 0.00% | −421−1.2% | Reduced |
| NorthRock Partners, LLC | 34,139 | $41.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,758 | $32.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,668 | $22.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,878 | $14.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 10,769 | $13.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,491 | $13.0K | 0.00% | −5,203−31.2% | Reduced |
| XTX Topco Ltd | 10,000 | $12.1K | 0.00% | −3,934−28.2% | Reduced |
| Royal Bank of Canada | 5,782 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,429 | $6.57K | 0.00% | +1,769+48.3% | Added |
| Parallel Advisors, LLC | 4,000 | $4.84K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,740 | $3.31K | 0.00% | +500+22.3% | Added |
| TD Waterhouse Canada Inc. | 698 | $839 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 165 | $200 | 0.00% | +165 | New |
| Smartleaf Asset Management LLC | 100 | $122 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 96 | $116 | 0.00% | −2,779−96.7% | Reduced |
| Archer Investment Corp | 25 | $30 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $11 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $7 | 0.00% | +6 | New |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −194,000−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −81,366−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −79,690−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −46,533−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |