HERITAGE GLOBAL INC (HGBL) is held by 18 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is GEODE CAPITAL MANAGEMENT, LLC as of Q1 2026.

Are institutions buying or selling HGBL?

In Q1 2026, 4 institutions opened or increased positions in HERITAGE GLOBAL INC while 14 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HGBL?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HERITAGE GLOBAL INC.

How many hedge funds hold HGBL?

18 institutional investors report holding HERITAGE GLOBAL INC (HGBL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HGBL?

As of Q1 2026, tracked institutions in HERITAGE GLOBAL INC show 4 buyers versus 14 sellers — net outflows.

HERITAGE GLOBAL INC

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

Holders

$1.8M

Total Value

22% (18)

Consensus

4 buying - 14 selling

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

Smart Money Verdict

View all

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

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

InsiderSESklar James EdwardSell $5KApr 1, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

InsiderSESklar James EdwardSell $5KMar 2, 2026

InsiderSESklar James EdwardSell $5KDec 1, 2025

InsiderSESklar James EdwardSell $12KOct 1, 2025

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GEODE CAPITAL MANAGEMENT, LLC	Decreased	342,134(-5.0%)	$465,420	0.0%	-47.07%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	244,317(-35.3%)	$332,271	0.0%	-54.03%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	204,544(-2.4%)	$278,135	0.0%	-56.57%	0
BlackRock, Inc.	Increased	147,039(+5.1%)	$199,973	0.0%	-27.18%	16
STATE STREET CORP	Unchanged	116,566	$158,530	0.0%	-52.71%	0
Man Group plc	Increased	79,690(+34.4%)	$108,378	0.0%	-47.69%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	46,533(-48.8%)	$63,285	0.0%	-14.76%	0
NORTHERN TRUST CORP	Unchanged	36,865	$50,136	0.0%	-57.42%	0
GOLDMAN SACHS GROUP INC	Decreased	35,221(-29.5%)	$47,901	0.0%	-38.57%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	25,758	$35,546	0.0%	-44.44%	0
JANE STREET GROUP, LLC	Decreased	19,009(-35.9%)	$25,853	0.0%	-11.05%	0
MORGAN STANLEY	Unchanged	18,668	$25,388	0.0%	-44.44%	0
XTX Topco Ltd	Decreased	13,934(-43.5%)	$18,950	0.0%	0.00%	0
ROYAL BANK OF CANADA	Unchanged	5,782	$8,000	0.0%	-28.56%	0
CITIGROUP INC	Decreased	4,155(-58.0%)	$5,651	0.0%	0.00%	0
UBS Group AG	Increased	2,875(+76.3%)	$3,909	0.0%	-2.30%	15
OSAIC HOLDINGS, INC.	Decreased	2,240(-18.4%)	$3,046	0.0%	-47.44%	0
TD Waterhouse Canada Inc.	Increased	698(+3.0%)	$938	0.0%	-51.96%	8
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$3,106	0.0%	-41.73%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$193	0.0%	-35.35%	0