Who owns Heritage Global?
- Ticker: HGBL
- CUSIP Number: 42727e103
Tip: Access positions for across all investors
Analyze quarterly positions in Heritage Global with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management | 2.4M | $3.0M | -4% | Dec 2025 |
|
| Mink Brook Asset Management | 2.2M | $3.0M | 10% | Mar 2026 |
|
| Vanguard Group | 1.9M | $2.3M | 1% | Dec 2025 |
|
| Truffle Hound Capital | 1.1M | $1.5M | 0% | Mar 2026 |
|
| Koshinski Asset Management | 917k | $1.2M | 0% | Mar 2026 |
|
| Militia Capital Management | 564k | $767k | 100% | Mar 2026 |
|
| Militia Capital Partners | 564k | $699k | 0% | Dec 2025 |
|
| Renaissance Technologies | 378k | $468k | 2% | Dec 2025 |
|
| Perritt Capital Management | 361k | $448k | 22% | Dec 2025 |
|
| Geode Capital Management | 342k | $465k | -5% | Mar 2026 |
|
| Ridgewood Investments | 237k | $323k | -2% | Mar 2026 |
|
| Dimensional Fund Advisors | 205k | $278k | -2% | Mar 2026 |
|
| Evernest Financial Advisors | 194k | $274k | 100% | Mar 2026 |
|
| Vanguard Fiduciary Trust | 166k | $226k | 100% | Mar 2026 |
|
| BlackRock | 147k | $200k | 5% | Mar 2026 |
|
| State Street Corporation | 117k | $145k | 0% | Dec 2025 |
|
| Susquehanna International | 91k | $113k | 113% | Dec 2025 |
|
| Sentinus | 81k | $111k | -77% | Mar 2026 |
|
| Man Group | 80k | $108k | 34% | Mar 2026 |
|
| Northern Trust | 37k | $46k | 0% | Dec 2025 |
|
| Goldman Sachs Group | 35k | $48k | -29% | Mar 2026 |
|
| NorthRock Partners | 34k | $46k | 0% | Mar 2026 |
|
| XTX Topco | 25k | $31k | 100% | Dec 2025 |
|
| Jane Street | 19k | $26k | -36% | Mar 2026 |
|
| Morgan Stanley | 19k | $25k | 0% | Mar 2026 |
|
| Acadian Asset Management | 17k | $22k | -47% | Mar 2026 |
|
| Evergreen Capital Management | 12k | $15k | 0% | Dec 2025 |
|
| Vanguard Global Advisers | 11k | $15k | 100% | Mar 2026 |
|
| Royal Bank of Canada | 5.8k | $8.0k | -1% | Mar 2026 |
|
| Citigroup | 4.2k | $5.7k | 100% | Mar 2026 |
|
| Parallel Advisors | 4.0k | $5.4k | 0% | Mar 2026 |
|
| Tower Research Capital | 3.5k | $4.4k | 23% | Dec 2025 |
|
| UBS Group | 2.9k | $3.8k | 76% | Mar 2026 |
|
| Advisor Group Holdings | 2.7k | $3.4k | 0% | Dec 2025 |
|
| TD Waterhouse Canada | 698.00 | $937.972400 | 3% | Mar 2026 |
|
| Smartleaf Asset Management | 100.00 | $135.000000 | 0% | Mar 2026 |
|
| Archer Investment Corp | 25.00 | $34.000000 | 0% | Mar 2026 |
|
| Harbour Investments | 9.00 | $11.999700 | 100% | Mar 2026 |
|
Who sold out of Heritage Global?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wynnefield Capital | Dec 2025 | 79k | $99k |
| Citadel Advisors | Dec 2025 | 60k | $75k |
| Heron Bay Capital Management | Dec 2025 | 32k | $40k |
| Wealth Enhancement Advisory Services | Dec 2025 | 26k | $33k |
| Virtu Financial | Sep 2025 | 17k | $28k |
| Charles Schwab Investment Management | Sep 2025 | 17k | $28k |
| Squarepoint Ops | Dec 2025 | 14k | $17k |
| Hrt Financial | Dec 2025 | 11k | $13k |
| Wells Fargo & Company | Dec 2025 | 2.5k | $3.0k |