HERITAGE GLOBAL INC

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HGBL·42727E103·US·equity·Financial Services - Capital Markets-13D/G

HGBL (HERITAGE GLOBAL INC) is held by 18 institutional investors as of Q1 2026. Largest holders: GEODE CAPITAL MANAGEMENT, LLC ($465,420), RENAISSANCE TECHNOLOGIES LLC ($332,271), DIMENSIONAL FUND ADVISORS LP ($278,135). Net institutional sentiment: Bearish.

18

Holders

Avg rating

$1.8M

Total Value

22% (23)

Fund Consensus

4 buying - 14 selling

Smart Money Verdict

View all

42Weak MomentumStrong Convergence

Institutional (13F)35

Insider (Form 4)49

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how HGBL's score breaks down across 4 SEC sources

Holder Quality

0

★★★★★

Elite

8

★★★★

Strong

12

★★★

Solid

2

★★

Below

1

★

Weak

Held by 18 funds

Who's Trading

InsiderDKDove Nicholas KirkBuy $32KMay 21, 2026

ActivistP&Punch & Associates Investment Management, Inc.6.5%May 15, 2026

InsiderSESklar James EdwardSell $5KMay 1, 2026

ActivistVAVanguard Capital Management5.3%Apr 30, 2026

InsiderSESklar James EdwardSell $5KApr 1, 2026

InsiderSESklar James EdwardSell $5KMar 2, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GEODE CAPITAL MANAGEMENT, LLC	Decreased	342,134(-5.0%)	$465,420	0.0%	-49.61%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	244,317(-35.3%)	$332,271	0.0%	-56.23%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	204,544(-2.4%)	$278,135	0.0%	-58.66%	0
BlackRock, Inc.	Increased	147,039(+5.1%)	$199,973	0.0%	-30.68%	16
STATE STREET CORP	Unchanged	116,566	$158,530	0.0%	-54.98%	0
Man Group plc	Increased	79,690(+34.4%)	$108,378	0.0%	-50.20%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	46,533(-48.8%)	$63,285	0.0%	-18.85%	0
NORTHERN TRUST CORP	Unchanged	36,865	$50,136	0.0%	-59.46%	0
GOLDMAN SACHS GROUP INC	Decreased	35,221(-29.5%)	$47,901	0.0%	-41.52%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	25,758	$35,546	0.0%	-47.11%	0
JANE STREET GROUP, LLC	Decreased	19,009(-35.9%)	$25,853	0.0%	-15.32%	0
MORGAN STANLEY	Unchanged	18,668	$25,388	0.0%	-47.11%	0
XTX Topco Ltd	Decreased	13,934(-43.5%)	$18,950	0.0%	-4.80%	0
ROYAL BANK OF CANADA	Unchanged	5,782	$8,000	0.0%	-31.99%	0
CITIGROUP INC	Decreased	4,155(-58.0%)	$5,651	0.0%	-4.80%	0
UBS Group AG	Increased	2,875(+76.3%)	$3,909	0.0%	-6.99%	15
OSAIC HOLDINGS, INC.	Decreased	2,240(-18.4%)	$3,046	0.0%	-49.96%	0
TD Waterhouse Canada Inc.	Increased	698(+3.0%)	$938	0.0%	-54.26%	8
HRT FINANCIAL LP	Exited	0(-100.0%)	$13,000	0.0%	+4.80%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$74,776	0.0%	-40.15%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer