Who owns Heritage Global?

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Analyze quarterly positions in Heritage Global with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Heritage Global stock

Who bought or sold Heritage Global this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mink Brook Asset Management 2.3M $2.8M 2% Jun 2026
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Punch & Associates Investment Management 2.0M $2.4M -10% Jun 2026
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Vanguard Capital Management 1.4M $1.7M 100% Jun 2026
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Truffle Hound Capital 1.1M $1.3M 0% Jun 2026
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Koshinski Asset Management 917k $1.2M 0% Mar 2026
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Militia Capital Management 564k $682k 0% Jun 2026
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Geode Capital Management 359k $435k 5% Jun 2026
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Renaissance Technologies 250k $302k 2% Jun 2026
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Ridgewood Investments 222k $269k -6% Jun 2026
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Dimensional Fund Advisors 179k $217k -12% Jun 2026
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BlackRock 168k $204k 15% Jun 2026
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Vanguard Fiduciary Trust 167k $202k 1% Jun 2026
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State Street Corporation 117k $159k 0% Mar 2026
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Northern Trust 51k $62k 39% Jun 2026
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Jane Street 43k $52k 126% Jun 2026
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Citadel Advisors 38k $46k 100% Jun 2026
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Goldman Sachs Group 35k $42k -1% Jun 2026
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NorthRock Partners 34k $41k 0% Jun 2026
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Wealth Enhancement Advisory Services 26k $32k 100% Jun 2026
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Morgan Stanley 19k $25k 0% Mar 2026
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Evergreen Capital Management 12k $14k 0% Jun 2026
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Acadian Asset Management 12k $13k -31% Jun 2026
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Vanguard Global Advisers 11k $13k 0% Jun 2026
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XTX Topco 10k $12k -28% Jun 2026
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Royal Bank of Canada 5.8k $7.0k 0% Jun 2026
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Tower Research Capital 5.4k $6.6k 48% Jun 2026
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Citigroup 4.2k $5.7k 100% Mar 2026
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Parallel Advisors 4.0k $4.8k 0% Jun 2026
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Advisor Group Holdings 2.7k $3.3k 22% Jun 2026
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TD Waterhouse Canada 698.00 $838.996000 0% Jun 2026
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Barclays 165.00 $199.996500 100% Jun 2026
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Smartleaf Asset Management 100.00 $122.000000 0% Jun 2026
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UBS Group 96.00 $109.718400 -97% Jun 2026
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Archer Investment Corp 25.00 $30.000000 0% Jun 2026
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Harbour Investments 9.00 $10.999800 0% Jun 2026
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Caitong International Asset Management 6.00 $7.000200 100% Jun 2026
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Who sold out of Heritage Global?

Fund or Company Name Date Sold Shares Held Valued At
Evernest Financial Advisors Mar 2026 194k $274k
Sentinus Mar 2026 81k $111k
Man Group Mar 2026 80k $108k
Susquehanna International Mar 2026 47k $63k