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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Militia Capital Management Llc, Ridgewood Investments Llc, Mink Brook Asset Management Llc, Evernest Financial Advisors, Llc, and Punch & Associates Investment Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Militia Capital Management Llc | Buy | +563,873 | — | 563,873 | $766.87K | Q1 2026 | Aug 12, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -140,504 | -5.9% | 2,244,148 | $3.05M | Q1 2026 | May 15, 2026 |
| Topline Capital Management, Llc | Sell | -65,476 | -3.5% | 1,785,488 | $2.43M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -44,303 | -48.8% | 46,533 | $63.28K | Q1 2026 | May 15, 2026 |
| Man Group Plc | Buy | +20,400 | +34.4% | 79,690 | $108.38K | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Sell | -18,042 | -5.0% | 342,134 | $465.42K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -14,730 | -29.5% | 35,221 | $47.90K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Sell | -10,733 | -43.5% | 13,934 | $18.95K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -505 | -18.4% | 2,240 | $3.05K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +138 | +3.9% | 3,660 | $4.98K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +9 | — | 9 | $12.00 | Q1 2026 | May 15, 2026 |
| Renaissance Technologies LLC | Sell | -133,200 | -35.3% | 244,317 | $332.27K | Q1 2026 | May 14, 2026 |
| Acadian Asset Management Llc | Sell | -14,772 | -46.9% | 16,694 | $22.00K | Q1 2026 | May 13, 2026 |
| Blackrock, Inc. | Buy | +7,085 | +5.1% | 147,039 | $199.97K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -10,642 | -35.9% | 19,009 | $25.85K | Q1 2026 | May 12, 2026 |
| Td Waterhouse Canada Inc. | Buy | +20 | +2.9% | 698 | $938.00 | Q1 2026 | May 12, 2026 |
| Citigroup Inc | Sell | -5,738 | -58.0% | 4,155 | $5.65K | Q1 2026 | May 11, 2026 |
| Dimensional Fund Advisors Lp | Sell | -5,068 | -2.4% | 204,544 | $278.13K | Q1 2026 | May 07, 2026 |
| Rothschild Wealth Llc | Buy | +81,366 | — | 81,366 | $110.66K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +1,244 | +76.3% | 2,875 | $3.91K | Q1 2026 | May 05, 2026 |
| Evernest Financial Advisors, Llc | Buy | +194,000 | — | 194,000 | $273.54K | Q1 2026 | May 04, 2026 |
| Ridgewood Investments Llc | Buy | +237,165 | — | 237,165 | $322.54K | Q1 2026 | Apr 03, 2026 |
| Mink Brook Asset Management Llc | Buy | +209,412 | +10.3% | 2,238,256 | $3.04M | Q1 2026 | Apr 01, 2026 |
| Citadel Advisors Llc | Sell | -60,303 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Bank Of America Corp | Sell | -156 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Wynnefield Capital Inc | Sell | -79,426 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Heron Bay Capital Management | Sell | -31,925 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Squarepoint Ops Llc | Sell | -13,653 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,505 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Hrt Financial Lp | Sell | -10,726 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 12, 2026 |
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
- HGBL Overview
- HGBL 13F Institutional Holders
- HGBL Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HGBL Insider Trading & SEC Form 4 Activity
- HGBL Articles
- Top Institutional Investor Stock Rankings