HERITAGE GLOBAL INC

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

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 Aug 28, 2026 · Insiders Aug 20, 2026 · Activists Jul 31, 2026 · Congress none

InsiderCJCOBB BRIAN J.Buy $22KAug 20, 2026

InsiderHKHounsell Bruce KennethBuy $11KAug 17, 2026

InsiderDKDove Nicholas KirkBuy $66KAug 17, 2026

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Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExited

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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%	-5.34%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	359,349(+5.0%)	$434,925	0.0%	-46.24%	17
RENAISSANCE TECHNOLOGIES LLC	Increased	249,617(+2.2%)	$302,037	0.0%	-53.85%	24
DIMENSIONAL FUND ADVISORS LP	Decreased	179,234(-12.4%)	$216,917	0.0%	-56.92%	0
BlackRock, Inc.	Increased	168,422(+14.5%)	$203,791	0.0%	-24.95%	18
VFVANGUARD FIDUCIARY TRUST CO	Increased	167,270(+0.7%)	$202,397	0.0%	-5.29%	16
STATE STREET CORP	Unchanged	116,566	$141,045	0.0%	-53.09%	0
NORTHERN TRUST CORP	Increased	51,204(+38.9%)	$61,957	0.0%	-49.44%	19
JANE STREET GROUP, LLC	Increased	42,957(+126.0%)	$51,978	0.0%	-4.35%	23
CITADEL ADVISORS LLC	New	38,312	$46,358	0.0%	+2.48%	31
GOLDMAN SACHS GROUP INC	Decreased	34,800(-1.2%)	$42,108	0.0%	-39.06%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	25,758	$32,198	0.0%	-44.89%	0
MORGAN STANLEY	Unchanged	18,668	$22,588	0.0%	-44.89%	0
VGVanguard Global Advisers, LLC	Unchanged	10,769	$13,030	0.0%	-5.34%	0
XTX Topco Ltd	Decreased	10,000(-28.2%)	$12,100	0.0%	-0.80%	0
ROYAL BANK OF CANADA	Unchanged	5,782	$7,000	0.0%	-37.74%	0
OSAIC HOLDINGS, INC.	Increased	2,740(+22.3%)	$3,315	0.0%	-42.73%	11
TD Waterhouse Canada Inc.	Unchanged	698	$839	0.0%	-52.34%	0
BARCLAYS PLC	New	165	$200	0.0%	+2.48%	17
UBS Group AG	Decreased	96(-96.7%)	$116	0.0%	-3.08%	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