Heritage Global Inc. (HGBL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HGBL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Heritage Global Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HGBL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Heritage Global Inc..

Is institutional money flowing into HGBL?

24 institutional investors hold Heritage Global Inc. (HGBL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HGBL?

Track institutional sentiment and conviction scores for Heritage Global Inc. (HGBL) including Smart Money Verdict and position changes on HoldingsIntel.

Heritage Global Inc.

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

HGBL (Heritage Global Inc.) is held by 24 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($2.3M), RENAISSANCE TECHNOLOGIES LLC ($468,121), GEODE CAPITAL MANAGEMENT, LLC ($446,721). Net institutional sentiment: Mixed.

Holders

Avg rating(1 Elite)

$4.4M

Total Value

65% (26)

Fund Consensus

13 buying - 7 selling

Smart Money VerdictView all

46Weak MomentumStrong Convergence

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

Held by 24 funds

1 elite

Who's Trading

ActivistMink Brook Asset Management LLC6.4%Apr 6, 2026

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Increased	1.9M(+0.8%)	$2.3M	0.0%	-20.86%	18
RENAISSANCE TECHNOLOGIES LLC	Increased	377,517(+1.7%)	$468,121	0.0%	-51.82%	24
GEODE CAPITAL MANAGEMENT, LLC	Increased	360,176(+0.7%)	$446,721	0.0%	-44.53%	16
DIMENSIONAL FUND ADVISORS LP	Decreased	209,612(-23.0%)	$259,964	0.0%	-54.49%	0
BlackRock, Inc.	Increased	139,954(+2.4%)	$173,543	0.0%	-24.59%	16
STATE STREET CORP	Unchanged	116,566	$144,542	0.0%	-50.44%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	90,836(+112.5%)	$112,637	0.0%	-10.67%	24
CITADEL ADVISORS LLC	Decreased	60,303(-17.9%)	$74,776	0.0%	-40.15%	0
Man Group plc	Unchanged	59,290	$73,520	0.0%	-52.56%	0
GOLDMAN SACHS GROUP INC	Increased	49,951(+29.9%)	$61,939	0.0%	-35.62%	18
NORTHERN TRUST CORP	Unchanged	36,865	$45,713	0.0%	-55.37%	0
JANE STREET GROUP, LLC	Increased	29,651(+196.2%)	$36,767	0.0%	-6.78%	22
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	25,758	$32,455	0.0%	-41.78%	0
XTX Topco Ltd	New	24,667	$30,587	0.0%	+4.80%	27
MORGAN STANLEY	Unchanged	18,668	$23,148	0.0%	-41.78%	0
Squarepoint Ops LLC	New	13,653	$16,930	0.0%	+4.80%	28
CITIGROUP INC	New	9,893	$12,267	0.0%	+4.80%	27
ROYAL BANK OF CANADA	Decreased	5,782(-0.6%)	$7,000	0.0%	-25.13%	0
OSAIC HOLDINGS, INC.	Decreased	2,745(-0.2%)	$3,403	0.0%	-44.92%	0
WELLS FARGO & COMPANY/MN	Increased	2,505(+0.2%)	$3,106	0.0%	-41.73%	9
UBS Group AG	Increased	1,631(+101x)	$2,023	0.0%	+4.29%	12
TD Waterhouse Canada Inc.	Unchanged	678	$841	0.0%	-50.38%	0
BANK OF AMERICA CORP /DE/	Decreased	156(-42.6%)	$193	0.0%	-35.35%	0
HRT FINANCIAL LP	New	10,726	$13	0.0%	+4.80%	17
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Exited	0(-100.0%)	$27,873	0.0%	-66.12%	0
Virtu Financial LLC	Exited	0(-100.0%)	$28	0.0%	-26.90%	0

Heritage Global Inc.

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