HERITAGE GLOBAL INC HGBL
$1.22
+2.5% 52w: $1.17 – $2.32
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data1.171.742.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
38
-3 QoQ
13F value
$17.9M
+8.8% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HGBL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Other | 2.2M | $3.1M | 0.2% | -5.9% |
| Mink Brook Asset Management LLC ★3 | Fundamental concentrated | 2.2M | $3.0M | 1.7% | +10.3% |
| Topline Capital Management, LLC ★3 | Fundamental concentrated | 1.8M | $2.4M | 0.4% | -3.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.7M | $2.3M | 0.0% | — |
| Militia Capital Management LLC | Other | 1.1M | $1.5M | 0.2% | — |
| Truffle Hound Capital, LLC ★2 | Fundamental diversified | 1.1M | $1.5M | 0.9% | Held |
| Koshinski Asset Management, Inc. | Wealth advisor | 917.3K | $1.2M | 0.1% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 342.1K | $465K | 0.0% | -5.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 244.3K | $332K | 0.0% | -35.3% |
| Ridgewood Investments LLC | Other | 237.2K | $323K | 0.1% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 204.5K | $278K | 0.0% | -2.4% |
| Evernest Financial Advisors, LLC | Wealth advisor | 194.0K | $274K | 0.1% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 166.0K | $226K | 0.0% | — |
| BlackRock, Inc. | Index provider | 147.0K | $200K | 0.0% | +5.1% |
| STATE STREET CORP | Index provider | 116.6K | $159K | 0.0% | Held |
| Rothschild Wealth LLC | Wealth advisor | 81.4K | $111K | 0.0% | -77.5% |
| Man Group plc | Quant stat arb | 79.7K | $108K | 0.0% | +34.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 46.5K | $63K | 0.0% | -48.8% |
| NORTHERN TRUST CORP | Index provider | 36.9K | $50K | 0.0% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 35.2K | $48K | 0.0% | -29.5% |
| NorthRock Partners, LLC | Wealth advisor | 34.1K | $46K | 0.0% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 25.8K | $36K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 19.0K | $26K | 0.0% | -35.9% |
| MORGAN STANLEY | Bank broker | 18.7K | $25K | 0.0% | Held |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 16.7K | $22K | 0.0% | -46.9% |
| XTX Topco Ltd | Market maker | 13.9K | $19K | 0.0% | -43.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 11.9K | $16K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 10.8K | $15K | 0.0% | — |
| ROYAL BANK OF CANADA | Bank broker | 5.8K | $8K | 0.0% | Held |
| CITIGROUP INC | Bank broker | 4.2K | $6K | 0.0% | -58.0% |
| Parallel Advisors, LLC | Wealth advisor | 4.0K | $5K | 0.0% | Held |
| Tower Research Capital LLC (TRC) | Market maker | 3.7K | $5K | 0.0% | +3.9% |
| UBS Group AG | Bank broker | 2.9K | $4K | 0.0% | +76.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.2K | $3K | 0.0% | -18.4% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 698 | $938 | 0.0% | +2.9% |
| Smartleaf Asset Management LLC | Wealth advisor | 100 | $135 | 0.0% | Held |
| Archer Investment Corp | Wealth advisor | 25 | $34 | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 9 | $12 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding HGBL
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Mink Brook Asset Management LLCTopline Capital Management, LLCVANGUARD CAPITAL MANAGEMENT LLCMilitia Capital Management LLCTruffle Hound Capital, LLCKoshinski Asset Management, Inc.GEODE CAPITAL MANAGEMENT, LLCRENAISSANCE TECHNOLOGIES LLCRidgewood Investments LLC
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