AI summary pending
View Full Filing (SEC EDGAR)Heritage Global Inc
$1.28-1.5%
+$1.8M
Net Activity
+9.73% total shares
Institutions Holding
36
Popularity Rank
#7029
Avg Weight
0.07%
Total Value
$14.3M
Market Cap
$45.4M
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 #7029 out of 37696 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.
HGBL is down 1.5% today, but institutions show net buying of $1.8M this quarter — a divergence between today's price move and the underlying institutional flow.
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 2026-09-30 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.
2
Filings (90d)
$6K
Total Est. Value
5K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| JAMES SKLAR | 2026-10-01 | $3K |
| JAMES SKLAR | 2026-09-01 | $3K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Ross Dove | 13D/A | 2026-09-29 | 5.8% |
| Vanguard Capital Management | 13G/A | 2026-07-31 | 4.5% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)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
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,148
Total reported value
$257.5B
Held by 4148 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,139
Total reported value
$279.7B
Held by 4139 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$649.5B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
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