HGBL HERITAGE GLOBAL INC
FollowCOM (common), issuer CIK 849145
40 managers (40 13F filers) reported a position in HGBL shares at 2024-12-31, 13,642,193 shares in all. 2 filers opened a position and 11 filers sold out during the quarter.
- Managers
- 40
- 13F filers
- 40
- New
- 2
- Added
- 8
- Reduced
- 15
- Sold out
- 11
- Shares held by filers
- 13,642,193
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.
- DOVE ROSS
2,021,917 shares, 5.8% in a 13D/A as of 2026-09-25,0001193125-26-408045
Accepted , ingested
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… | 2,501,000 | $4.63M | 0.25% | -20,335 | 13F-HRTimeline |
| Topline Capital Management, LLC | 1,927,096 | $3.57M | 0.67% | 13F-HRTimeline | |
| VANGUARD GROUP INCin group VANGUARD GROUP INC | 1,882,365 | $3.48M | <0.01% | -11,281 | 13F-HRTimelineGroup |
| Mink Brook Asset Management LLCin group Mink Brook Asset Management L… | 1,867,021 | $3.45M | 3.31% | 13F-HRTimelineGroup | |
| Koshinski Asset Management, Inc. | 1,009,304 | $1.87M | 0.17% | -50,000 | 13F-HRTimeline |
| Truffle Hound Capital, LLC | 650,000 | $1.2M | 0.72% | 13F-HRTimeline | |
| Militia Capital Partners, LPin group Militia Capital Management LLC | 584,478 | $1.08M | 1.03% | 13F-HR/ATimelineGroup | |
| Ancora Advisors LLCin group Ancora Advisors LLC | 508,269 | $940K | 0.02% | -11,406 | 13F-HRTimelineGroup |
| WYNNEFIELD CAPITAL INCin group WYNNEFIELD CAPITAL INC | 401,030 | $742K | 0.34% | 0 | 13F-HRTimelineGroup |
| GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC | 361,632 | $669K | <0.01% | +26,230 | 13F-HRTimelineGroup |
| RENAISSANCE TECHNOLOGIES LLC | 339,817 | $629K | <0.01% | +9,222 | 13F-HRTimeline |
| Perritt Capital Management Inc | 307,798 | $569K | 0.3% | -750 | 13F-HRTimeline |
| DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP | 240,241 | $444K | <0.01% | -97,347 | 13F-HRTimelineGroup |
| Ridgewood Investments LLC | 225,577 | $417K | 0.2% | +2,000 | 13F-HRTimeline |
| Mutual Advisors, LLC | 167,530 | $347K | 0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 138,719 | $257K | <0.01% | -4,905 | 13F-HRTimelineGroup |
| STATE STREET CORPin group STATE STREET CORP | 117,766 | $218K | <0.01% | +14,800 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 76,179 | $141K | <0.01% | +10,630 | 13F-HRTimelineGroup |
| Man Group plcin group Man Group plc | 62,841 | $116K | <0.01% | 0 | 13F-HRTimelineGroup |
| NORTHERN TRUST CORPin group NORTHERN TRUST CORP | 57,698 | $107K | <0.01% | -359 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 40,763 | $75.4K | <0.01% | -55,771 | 13F-HRTimelineGroup |
| MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC | 29,805 | $55.1K | <0.01% | -53,858 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 24,032 | $44.5K | <0.01% | +23,756 | 13F-HRTimelineGroup |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co | 16,791 | $31.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| TWO SIGMA SECURITIES, LLC | 14,950 | $27.7K | 0.01% | new | 13F-HRTimeline |
| NewEdge Advisors, LLC | 14,904 | $27.6K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 14,601 | $27K | <0.01% | +14,185 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 11,778 | $21.8K | <0.01% | -3,163 | 13F-HRTimelineGroup |
| WEDBUSH SECURITIES INC | 11,175 | $21K | <0.01% | -1,625 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 10,924 | $20.2K | <0.01% | 13F-HR/ATimelineGroup | |
| Parallel Advisors, LLC | 4,000 | $7.4K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,750 | $5.09K | <0.01% | -1,812 | 13F-HR/ATimelineGroup |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 2,241 | $4.15K | <0.01% | +1,253 | 13F-HRTimelineGroup |
| TD Waterhouse Canada Inc. | 678 | $1.25K | <0.01% | 0 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 251 | $464 | <0.01% | -27 | 13F-HRTimelineGroup |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 80 | $148 | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 74 | $137 | <0.01% | -3 | 13F-HRTimelineGroup |
| Archer Investment Corp | 35 | $65 | <0.01% | 0 | 13F-HRTimeline |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,000 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
Events
DOVE ROSS reported 2,021,917 HGBL shares, 5.8% of the class, as of 2026-09-25, in a 13D/A filed 2026-09-29. 0001193125-26-408045
Accepted , ingested