Heritage GlobalHGBL
13F holders, Q1 2024 (March 31)56holders
3famous investors
$2.64avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding Heritage Global Inc. (HGBL) in their 13F filings. The largest holders were Punch & Associates Investment Management, Inc. ($6.7M), Vanguard Group Inc. ($5.0M) and Uniplan Investment Counsel, Inc. ($2.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Heritage Global Inc.
- CUSIP
- 42727E103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.1M |
| Exits | 6 | $162K |
Ownership 56 holders
| Punch & Associates Investment Management, Inc. | 0.38% | Reduce -8.4% | 2,535,292 | $6.7M |
| Vanguard Group Inc. | 0.00% | No change | 1,893,646 | $5.0M |
| Uniplan Investment Counsel, Inc. | 0.17% | Add +1.4% | 808,363 | $2.1M |
| Ancora Advisors LLC | 0.03% | Add +34.6% | 472,388 | $1.2M |
| Wynnefield Capital Inc. | 0.47% | No change | 446,030 | $1.2M |
| Herr Investment Group LLC | 0.35% | Add +10.7% | 432,900 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.6% | 402,489 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -7.7% | 357,417 | $944K |
| Perritt Capital Management Inc | 0.48% | Reduce -0.4% | 339,257 | $896K |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 320,283 | $846K |
| Connective Capital Management, LLC | 0.85% | New | 203,938 | $538K |
| Ridgewood Investments LLC | 0.28% | Add +4.0% | 197,547 | $522K |
| Mutual Advisors, LLC | 0.01% | No change | 167,530 | $442K |
| 1492 Capital Management LLC | 0.21% | Reduce -52.9% | 143,036 | $378K |
| BlackRock Inc. | 0.00% | Reduce -3.2% | 131,895 | $348K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.4% | 126,564 | $334K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.8% | 123,088 | $325K |
| State Street Corp. | 0.00% | Reduce -3.3% | 100,266 | $265K |
| Crawford Fund Management, LLC | 0.19% | No change | 93,500 | $247K |
| First Trust Advisors LP | 0.00% | Add +3.1% | 87,381 | $231K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.9% | 74,025 | $195K |
| Susquehanna International Group, LLP | 0.00% | New | 71,479 | $189K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 64,126 | $169K |
| Man Group plc | 0.00% | Add +40.2% | 61,168 | $161K |
| Bank of Montreal | 0.00% | New | 49,200 | $136K |
| Goldman Sachs Group Inc. | 0.00% | New | 45,023 | $119K |
| Millennium Management | 0.00% | Reduce -49.0% | 42,406 | $112K |
| Citadel Advisors | 0.00% | Add +19.4% | 29,043 | $77K |
| Jane Street Group, LLC | 0.00% | Reduce -23.3% | 28,878 | $76K |
| Janus Henderson Group PLC | 0.00% | New | 20,445 | $54K |
| Prudential Financial Inc. | 0.00% | Add +10.3% | 17,200 | $45K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,791 | $44K |
| Wedbush Securities Inc. | 0.00% | Reduce -34.5% | 16,683 | $44K |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.7% | 15,948 | $42K |
| Engineers Gate Manager LP | 0.00% | Add +1.1% | 14,616 | $39K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 12,325 | $33K |
| Gsa Capital Partners LLP | 0.00% | New | 10,190 | $27K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 8,800 | $23K |
| Parallel Advisors, LLC | 0.00% | No change | 4,000 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.7% | 3,106 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,826 | $5K |
| UBS Group AG | 0.00% | Add +78.9% | 1,712 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 1,300 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 678 | $2K |
| Federated Hermes, Inc. | 0.00% | Reduce -44.2% | 818 | $2K |
| Spire Wealth Management | 0.00% | Add +50.0% | 750 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 575 | $2K |
| Morgan Stanley | 0.00% | No change | 500 | $1K |
| Royal Bank of Canada | 0.00% | Add +77.8% | 416 | $1K |
| Wells Fargo & Company | 0.00% | Add +1.7% | 241 | $636 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 80 | $211 |
| FMR LLC | 0.00% | No change | 67 | $177 |
| Toronto Dominion Bank | 0.00% | No change | 61 | $161 |
| Archer Investment Corp | 0.00% | No change | 35 | $92 |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 2 | $5 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 16,000 | $0 |
"% of holder's portfolio" is HGBL's weight in each manager's 13F, not the share of Heritage Global Inc. the manager owns.