No AI summary for this filing type
View Full Filing (SEC EDGAR)Heritage Global Inc
$1.36+4.6%
+$1.8M
Net Activity
+9.73% total shares
Institutions Holding
36
Popularity Rank
#7020
Avg Weight
0.07%
Total Value
$14.3M
Market Cap
$48.2M
36 institutions currently hold HGBL, with 15 net buyers and 12 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
12
Net Buying Institutions
15
Top 5 by Value
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Across its top 20 institutional holders, HGBL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 17/100, avg. turnover score 33/100).
HGBL ranks #7020 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
36 institutions disclose a position in HGBL, but none treat it as a major bet — even Mink Brook Asset Management LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
BlackRock has added to its HGBL position for two straight quarters, increasing it by $30.2K to reach $203.8K today.
Jim Simons has trimmed its HGBL position for two straight quarters, cutting it by $166.1K while still holding $302.0K.
HGBL is up 4.6% today, and institutions have been net buyers of $1.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HGBL reported a net loss of $14.3M over the trailing twelve months.
+$2.1M
Total Buy Value
$894.3K
Total Sell Value
15
Net Buyers
12
Net Sellers
HGBL
Q2 2026
Top 5 Institutional Movers
HGBL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Vanguard Capital Management | 13G/A | 2026-07-31 | 4.5% |
2
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)Heritage Global (HGBL) said its board approved a plan on July 30 to wind down its Specialty Lending segment, the business run through subsidiary Heritage Global Capital that financed investors buying charged-off and nonperforming loan portfolios. The company cited continued trouble with its largest borrower, which got worse in the second quarter of 2026, as the reason for the exit. It expects to incur cash costs tied to employees and professional services, but hasn't estimated the amount yet and will file an amended 8-K later. It also says it expects a material non-cash impairment charge for the quarter ending June 30, 2026, but can't yet provide even a range.
View Full Filing (SEC EDGAR)42727E103
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,126
Total reported value
$257.5B
Held by 4126 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
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