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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 6 | $7 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 9 | $11 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $30 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 96 | $116 | 0.00% | −2,779−96.7% | Reduced |
| Smartleaf Asset Management LLC | 100 | $122 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 165 | $200 | 0.00% | +165 | New |
| TD Waterhouse Canada Inc. | 698 | $839 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,740 | $3.31K | 0.00% | +500+22.3% | Added |
| Parallel Advisors, LLC | 4,000 | $4.84K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,429 | $6.57K | 0.00% | +1,769+48.3% | Added |
| Royal Bank of Canada | 5,782 | $7.00K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,000 | $12.1K | 0.00% | −3,934−28.2% | Reduced |
| Acadian Asset Management LLC | 11,491 | $13.0K | 0.00% | −5,203−31.2% | Reduced |
| Vanguard Global Advisers, LLC | 10,769 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,878 | $14.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,668 | $22.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,758 | $32.2K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 34,139 | $41.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 34,800 | $42.1K | 0.00% | −421−1.2% | Reduced |
| Citadel Advisors LLC | 38,312 | $46.4K | 0.00% | +38,312 | New |
| Jane Street Group, LLC | 42,957 | $52.0K | 0.00% | +23,948+126.0% | Added |
| Northern Trust Corp | 51,204 | $62.0K | 0.00% | +14,339+38.9% | Added |
| State Street Corp | 116,566 | $141.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 167,270 | $202.4K | 0.00% | +1,222+0.7% | Added |
| BlackRock, Inc. | 168,422 | $203.8K | 0.00% | +21,383+14.5% | Added |
| Dimensional Fund Advisors LP | 179,234 | $216.9K | 0.00% | −25,310−12.4% | Reduced |
| Ridgewood Investments LLC | 222,165 | $268.8K | 0.10% | −15,000−6.3% | Reduced |
| Renaissance Technologies LLC | 249,617 | $302.0K | 0.00% | +5,300+2.2% | Added |
| Geode Capital Management, LLC | 359,349 | $434.9K | 0.00% | +17,215+5.0% | Added |
| Militia Capital Management LLC | 563,873 | $682.3K | 0.12% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 917,304 | $1.11M | 0.06% | 00.0% | Unchanged |
| Truffle Hound Capital, LLC | 1,100,000 | $1.33M | 0.84% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,393,638 | $1.69M | 0.00% | −263,909−15.9% | Reduced |
| Topline Capital Management, LLC | 1,785,488 | $2.16M | 0.56% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,021,458 | $2.45M | 0.12% | −222,690−9.9% | Reduced |
| Mink Brook Asset Management LLC | 2,273,077 | $2.75M | 1.21% | +34,821+1.6% | Added |
| 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 |