HERITAGE GLOBAL INC (HGBL)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
Institutions report 11,815,021 shares against 34,639,445 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mink Brook Asset Management LLC | $2.8M | 2,273,077 | 1.21% | 7q | +1.6%+$42.1K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.4M | 2,021,458 | 0.12% | 24q | -9.9%-$269.5K |
| Topline Capital Management, LLC | $2.2M | 1,785,488 | 0.56% | 7q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7M | 1,393,638 | 0.00% | 2q | -15.9%-$319.3K |
| Truffle Hound Capital, LLC | $1.3M | 1,100,000 | 0.28% | 7q | HELD |
| Koshinski Asset Management, Inc. | $1.1M | 917,304 | 0.06% | 8q | HELD |
| Militia Capital Management LLC | $682.3K | 563,873 | 0.02% | 2q | -50.0%-$682.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $434.9K | 359,349 | 0.00% | 22q | +5.0%+$20.8K |
| RENAISSANCE TECHNOLOGIES LLC | $302.0K | 249,617 | 0.00% | 22q | +2.2%+$6.4K |
| Ridgewood Investments LLC | $268.8K | 222,165 | 0.10% | 23q | -6.3%-$18.2K |
| DIMENSIONAL FUND ADVISORS LP | $216.9K | 179,234 | 0.00% | 21q | -12.4%-$30.6K |
| BlackRock, Inc. | $203.8K | 168,422 | 0.00% | 8q | +14.5%+$25.9K |
| VANGUARD FIDUCIARY TRUST CO | $202.4K | 167,270 | 0.00% | 2q | +0.7%+$1.5K |
| STATE STREET CORP | $141.0K | 116,566 | 0.00% | 18q | HELD |
| NORTHERN TRUST CORP | $62.0K | 51,204 | 0.00% | 23q | +38.9%+$17.4K |
| JANE STREET GROUP, LLC | $52.0K | 42,957 | 0.00% | 4q | +126.0%+$29.0K |
| CITADEL ADVISORS LLC | $46.4K | 38,312 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $42.1K | 34,800 | 0.00% | 5q | -1.2% |
| NorthRock Partners, LLC | $41.3K | 34,139 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.2K | 25,758 | 0.00% | 6q | HELD |
| MORGAN STANLEY | $22.6K | 18,668 | 0.00% | 6q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $14.4K | 11,878 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $13.0K | 10,769 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $12.1K | 10,000 | 0.00% | 3q | -28.2%-$4.8K |
| ROYAL BANK OF CANADA | $7.0K | 5,782 | 0.00% | 14q | HELD |
| Tower Research Capital LLC (TRC) | $6.6K | 5,429 | 0.00% | 11q | +48.3%+$2.1K |
| Parallel Advisors, LLC | $4.8K | 4,000 | 0.00% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $3.3K | 2,740 | 0.00% | 11q | +22.3% |
| TD Waterhouse Canada Inc. | $839 | 698 | 0.00% | 10q | HELD |
| BARCLAYS PLC | $200 | 165 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $122 | 100 | 0.00% | 3q | HELD |
| UBS Group AG | $116 | 96 | 0.00% | 14q | -96.7%-$3.4K |
| Archer Investment Corp | $60 | 50 | 0.00% | 19q | +100.0% |
| ACADIAN ASSET MANAGEMENT LLC | $13 | 11,491 | 0.00% | 3q | -31.2% |
| HARBOUR INVESTMENTS, INC. | $11 | 9 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $7 | 6 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Capital Management | 4.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $14.3M | 11,815,021 | 3 | 10 | 8 | 0.0% |
| Q1 2026 | 37 | $17.9M | 13,159,676 | 2 | 6 | 13 | 0.0% |
| Q4 2025 | 39 | $17.1M | 13,807,154 | 6 | 12 | 7 | 0.0% |
| Q3 2025 | 36 | $23.6M | 14,239,436 | 2 | 9 | 11 | 0.0% |
| Q2 2025 | 37 | $30.0M | 13,522,656 | 4 | 8 | 9 | 0.0% |
| Q1 2025 | 41 | $31.2M | 14,322,043 | 10 | 7 | 14 | 0.0% |
| Q4 2024 | 37 | $26.3M | 14,163,496 | 2 | 8 | 13 | 0.0% |
| Q3 2024 | 41 | $15.2M | 8,925,520 | 5 | 9 | 12 | 0.0% |
| Q2 2024 | 45 | $21.1M | 8,596,372 | 2 | 12 | 13 | 0.0% |
| Q1 2024 | 50 | $23.0M | 8,691,382 | 7 | 15 | 13 | 0.0% |
| Q4 2023 | 50 | $24.1M | 8,680,128 | 8 | 19 | 10 | 0.0% |
| Q3 2023 | 51 | $25.2M | 8,064,664 | 12 | 9 | 16 | 0.0% |
| Q2 2023 | 42 | $31.7M | 8,766,585 | 20 | 8 | 5 | 0.0% |
| Q1 2023 | 23 | $20.7M | 7,224,755 | 7 | 8 | 2 | 0.0% |
| Q4 2022 | 17 | $11.0M | 4,669,692 | 7 | 3 | 2 | 0.0% |
| Q3 2022 | 21 | $9.1M | 5,637,600 | 5 | 4 | 2 | 0.0% |
| Q2 2022 | 18 | $10.2M | 6,811,557 | 1 | 7 | 1 | 0.0% |
| Q1 2022 | 20 | $6.9M | 5,112,854 | 2 | 5 | 3 | 0.0% |
| Q4 2021 | 20 | $12.0M | 6,403,757 | 2 | 5 | 6 | 0.0% |
| Q3 2021 | 18 | $12.3M | 6,253,481 | 2 | 8 | 1 | 0.0% |
| Q2 2021 | 19 | $13.3M | 5,267,959 | 5 | 6 | 2 | 0.0% |
| Q1 2021 | 17 | $15.7M | 5,508,323 | 5 | 5 | 1 | 0.0% |
| Q4 2020 | 16 | $10.2M | 3,843,731 | 9 | 2 | 0 | 0.0% |
| Q3 2020 | 9 | $1.0M | 440,616 | 9 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $3.0K | 3,999 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.0K | 3,999 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $3.0K | 6,653 | 0 | 0 | 0 | 0.0% |