Who owns Heritage Global Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of HGBL from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 25 institutions disclosed 4.4M shares of Heritage Global Inc. worth $5.3M — about 12.7% of shares outstanding; the largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$5.3M
value, 2026 filers
12.7%
of shares outstanding (4.4M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HGBL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $1.7M | 0.0% | 4% | -15.9% |
| 2 | Truffle Hound Capital, LLC | 1.1M | $1.3M | 0.3% | 3.2% | 0.0% |
| 3 | Koshinski Asset Management, Inc. | 917,304 | $1.1M | 0.1% | 2.6% | 0.0% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 359,349 | $434,925 | 0.0% | 1% | +5.0% |
| 5 | BlackRock, Inc. | 168,422 | $203,791 | 0.0% | 0.5% | +14.5% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 167,270 | $202,397 | 0.0% | 0.5% | +0.7% |
| 7 | NORTHERN TRUST CORP | 51,204 | $61,957 | 0.0% | 0.1% | +38.9% |
| 8 | JANE STREET GROUP, LLC | 42,957 | $51,978 | 0.0% | 0.1% | +126.0% |
| 9 | CITADEL ADVISORS LLCNEW | 38,312 | $46,358 | 0.0% | 0.1% | new |
| 10 | GOLDMAN SACHS GROUP INC | 34,800 | $42,108 | 0.0% | 0.1% | -1.2% |
| 11 | NorthRock Partners, LLC | 34,139 | $41,308 | 0.0% | 0.1% | 0.0% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,758 | $32,198 | 0.0% | 0.1% | 0.0% |
| 13 | MORGAN STANLEY | 18,668 | $22,588 | 0.0% | 0.1% | 0.0% |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | 11,878 | $14,373 | 0.0% | 0% | 0.0% |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 11,491 | $13 | 0.0% | 0% | -31.2% |
| 16 | Vanguard Global Advisers, LLC | 10,769 | $13,030 | 0.0% | 0% | 0.0% |
| 17 | ROYAL BANK OF CANADA | 5,782 | $7,000 | 0.0% | 0% | 0.0% |
| 18 | Tower Research Capital LLC (TRC) | 5,429 | $6,569 | 0.0% | 0% | +48.3% |
| 19 | Parallel Advisors, LLC | 4,000 | $4,840 | 0.0% | 0% | 0.0% |
| 20 | OSAIC HOLDINGS, INC. | 2,740 | $3,315 | 0.0% | 0% | +22.3% |
| 21 | TD Waterhouse Canada Inc. | 698 | $839 | 0.0% | 0% | 0.0% |
| 22 | BARCLAYS PLCNEW | 165 | $200 | 0.0% | 0% | new |
| 23 | UBS Group AG | 96 | $116 | 0.0% | 0% | -96.7% |
| 24 | Archer Investment Corp | 25 | $30 | 0.0% | 0% | 0.0% |
| 25 | HARBOUR INVESTMENTS, INC. | 9 | $11 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.