HERITAGE GLOBAL INC

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HGBL·42727E103·US·Common Stock·Financial Services - Capital Markets-Activist

HGBL (HERITAGE GLOBAL INC) is held by 20 institutional investors as of Q2 2026. Largest holders: VANGUARD CAPITAL MANAGEMENT LLC ($1.7M), GEODE CAPITAL MANAGEMENT, LLC ($434,925), RENAISSANCE TECHNOLOGIES LLC ($302,037). Net institutional sentiment: Mixed.

20

Holders

$3.5M

Total Value

53% (17)

Consensus

9 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)76

Insider (Form 4)45

Activist (13D/13G)62

Congressional (STOCK Act)80

Holder Quality

32

★★★★★

Elite

62

★★★★

Strong

40

★★★

Solid

78

★★

Below

63

★

Weak

Held by 20 funds

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Oct 2, 2026 · Activists Sep 29, 2026 · Congress none

InsiderSESklar James EdwardSell $3KOct 1, 2026

ActivistRDRoss Dove5.8%Sep 29, 2026

InsiderDRDOVE ROSSSell $399KSep 25, 2026

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Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	1.4M(-15.9%)	$1.7M	0.0%	-4.58%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	359,349(+5.0%)	$434,925	0.0%	-45.81%	17
RENAISSANCE TECHNOLOGIES LLC	Increased	249,617(+2.2%)	$302,037	0.0%	-53.48%	24
DIMENSIONAL FUND ADVISORS LP	Decreased	179,234(-12.4%)	$216,917	0.0%	-55.89%	0
BlackRock, Inc.	Increased	168,422(+14.5%)	$203,791	0.0%	-20.67%	18
VFVANGUARD FIDUCIARY TRUST CO	Increased	167,270(+0.7%)	$202,397	0.0%	-4.53%	16
STATE STREET CORP	Unchanged	116,566	$141,045	0.0%	-55.76%	0
NORTHERN TRUST CORP	Increased	51,204(+38.9%)	$61,957	0.0%	-49.03%	19
JANE STREET GROUP, LLC	Increased	42,957(+126.0%)	$51,978	0.0%	-3.58%	23
CITADEL ADVISORS LLC	New	38,312	$46,358	0.0%	+3.31%	31
GOLDMAN SACHS GROUP INC	Decreased	34,800(-1.2%)	$42,108	0.0%	-38.57%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	25,758	$32,198	0.0%	-42.22%	0
MORGAN STANLEY	Unchanged	18,668	$22,588	0.0%	-44.44%	0
VGVanguard Global Advisers, LLC	Unchanged	10,769	$13,030	0.0%	-4.58%	0
XTX Topco Ltd	Decreased	10,000(-28.2%)	$12,100	0.0%	0.00%	0
ROYAL BANK OF CANADA	Unchanged	5,782	$7,000	0.0%	-29.54%	0
OSAIC HOLDINGS, INC.	Increased	2,740(+22.3%)	$3,315	0.0%	-42.27%	11
TD Waterhouse Canada Inc.	Unchanged	698	$839	0.0%	-51.96%	0
BARCLAYS PLC	New	165	$200	0.0%	+3.31%	17
UBS Group AG	Decreased	96(-96.7%)	$116	0.0%	-2.30%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer