HERZFELD CREDIT INCOME FUND (HERZ) Institutional Ownership and Insiders Activity

HERZFELD CREDIT INCOME FUND (HERZ) is widely held by institutional investors, with 12 firms reporting positions valued at approximately $20.61M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Thomas J. Herzfeld Advisors, Inc. is the largest disclosed holder, reporting approximately $14.06M in HERZ holdings in its latest filing.

Institutional ownership remains highly concentrated, with Thomas J. Herzfeld Advisors, Inc. representing the majority of disclosed value.