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Heritage Global Inc (HGBL)

CUSIP: 42727E103 | NYSE | Financial Services · Capital Markets | Micro Cap | 121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ARoss Dove2,021,9175.8%New 5%+ stakeSep 25, 2026No 13F filer matched
13D/ARoss Dove2,021,917
5.8% of class · Sep 25, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Koshinski Asset Management, Inc.917,304
0.1% of portfolio›$1.2M
Ridgewood Investments LLC207,165
0.1% of portfolio›$269.3K
Dimensional Fund Advisors LP170,838
0.0% of portfolio›$222.1K
TD Waterhouse Canada Inc.17,434
0.0% of portfolio›$22.0K
Citigroup Inc16,877
0.0% of portfolio›$21.9K
Parallel Advisors, LLC4,000
0.0% of portfolio›$5.2K
Archer Investment Corp25
0.0% of portfolio›$33
Farther Finance Advisors, LLC14
0.0% of portfolio›$18
Caitong International Asset Management Co., Ltd9
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Koshinski Asset Management, Inc.
917,304$1.2M0.1%ETFLowDecatur, IL2026-10-29
Ridgewood Investments LLC
207,165$269.3K0.1%ValueMediumSpringfield, NJ2026-10-05
Dimensional Fund Advisors LP
170,838$222.1K0.0%IndexLowAustin, TX2026-11-04
TD Waterhouse Canada Inc.
17,434$22.0K0.0%CoreLowToronto, Australia2026-10-16
Citigroup Inc
16,877$21.9K0.0%CoreMediumNew York, NY2026-11-04
Parallel Advisors, LLC
4,000$5.2K0.0%IndexLowSan Francisco, CA2026-11-03
Archer Investment Corp
25$330.0%CoreMediumCarmel, IN2026-11-05
Farther Finance Advisors, LLC
14$180.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
9$120.0%GrowthVery HighHong Kong, South Korea2026-10-29