HERITAGE GLOBAL INC (HGBL) Institutional Ownership Changes & 13F Activity

HERITAGE GLOBAL INC (HGBL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanguard Capital Management Llc, Punch & Associates Investment Management, Inc., Evernest Financial Advisors, Llc, Vanguard Fiduciary Trust Co, and Rothschild Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+38,312—38,312$46.36KQ2 2026Sep 02, 2026
Punch & Associates Investment Management, Inc.Sell-222,690-9.9%2,021,458$2.45MQ2 2026Aug 14, 2026
Mink Brook Asset Management LlcBuy+34,821+1.6%2,273,077$2.75MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+23,948+126.0%42,957$51.98KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-3,934-28.2%10,000$12.10KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+500+22.3%2,740$3.31KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-421-1.2%34,800$42.11KQ2 2026Aug 14, 2026
Barclays PlcBuy+165—165$200.00Q2 2026Aug 14, 2026
Vanguard Capital Management LlcBuy+1,393,638—1,393,638$1.69MQ2 2026Aug 13, 2026
Vanguard Fiduciary Trust CoBuy+167,270—167,270$202.40KQ2 2026Aug 13, 2026
Northern Trust CorpBuy+14,339+38.9%51,204$61.96KQ2 2026Aug 13, 2026
Vanguard Global Advisers, LlcBuy+10,769—10,769$13.03KQ2 2026Aug 13, 2026
Renaissance Technologies LLCBuy+5,300+2.2%249,617$302.04KQ2 2026Aug 13, 2026
Acadian Asset Management LlcSell-5,203-31.2%11,491$13.00KQ2 2026Aug 13, 2026
Ubs Group AgSell-2,779-96.7%96$116.00Q2 2026Aug 13, 2026
Geode Capital Management, LlcBuy+17,215+5.0%359,349$434.93KQ2 2026Aug 12, 2026
Dimensional Fund Advisors LpSell-25,310-12.4%179,234$216.92KQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+1,769+48.3%5,429$6.57KQ2 2026Aug 11, 2026
Blackrock, Inc.Buy+21,383+14.5%168,422$203.79KQ2 2026Aug 07, 2026
Caitong International Asset Management Co., LtdBuy+6—6$7.00Q2 2026Aug 05, 2026
Ridgewood Investments LlcSell-15,000-6.3%222,165$268.82KQ2 2026Aug 03, 2026
Man Group PlcSell-79,690-100.0%0$0.00Q2 2026May 15, 2026
Susquehanna International Group, LlpSell-46,533-100.0%0$0.00Q2 2026May 15, 2026
Citigroup IncSell-4,155-100.0%0$0.00Q2 2026May 11, 2026
Rothschild Wealth LlcSell-81,366-100.0%0$0.00Q2 2026May 06, 2026
Evernest Financial Advisors, LlcSell-194,000-100.0%0$0.00Q2 2026May 04, 2026
Showing 26 of 26

Frequently asked questions about HGBL activity

  • Which institutional owners are buying HGBL?

    Institutional owners buying HGBL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HGBL activity?

    "Buy" means an investor increased their reported position in HGBL compared to the prior reporting period. This reflects growing exposure to HERITAGE GLOBAL INC (HGBL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HGBL increasing?

    Institutional interest in HGBL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related HGBL Institutional Insights