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Disclosery

HGBL HERITAGE GLOBAL INC

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COM (common), issuer CIK 849145

41 managers (41 13F filers) reported a position in HGBL shares at 2025-12-31, 13,285,473 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
8
Added
13
Reduced
8
Sold out
4
Shares held by filers
13,285,473

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.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…2,384,652$2.96M0.17%-90,57613F-HRTimeline
Mink Brook Asset Management LLCin group Mink Brook Asset Management L…2,028,844$2.52M1.59%+146,62213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,874,040$2.32M<0.01%+14,01313F-HRTimelineGroup
Topline Capital Management, LLC1,850,964$2.3M0.21%+172,45713F-HRTimeline
Truffle Hound Capital, LLC1,100,000$1.36M0.8%013F-HRTimeline
Koshinski Asset Management, Inc.917,304$1.14M0.07%013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC563,873$699K0.26%013F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC377,517$468K<0.01%+6,18513F-HRTimeline
Perritt Capital Management Inc360,866$447K0.75%+65,00013F-HRTimeline
Rothschild Wealth LLC360,866$447K0.04%new13F-HR/ATimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC360,176$447K<0.01%+2,40213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP209,612$260K<0.01%-62,70513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.139,954$174K<0.01%+3,27013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP116,566$145K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,836$113K<0.01%+48,09813F-HRTimelineGroup
WYNNEFIELD CAPITAL INCin group WYNNEFIELD CAPITAL INC79,426$98.5K0.06%-321,60413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,303$74.8K<0.01%-13,16213F-HRTimelineGroup
Man Group plcin group Man Group plc59,290$73.5K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,951$61.9K<0.01%+11,51213F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,865$45.7K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC34,139$42.3K<0.01%new13F-HRTimeline
Heron Bay Capital Management31,925$39.6K0.01%-2,79213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC31,466$38K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,651$36.8K<0.01%+19,64213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,758$32.5K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,667$30.6K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,668$23.1K<0.01%013F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC13,653$16.9K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,878$14.7K<0.01%013F-HRTimeline
HRT FINANCIAL LP10,726$13K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,893$12.3K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,782$7K<0.01%-3413F-HRTimelineGroup
Parallel Advisors, LLC4,000$4.96K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,522$4.37K<0.01%+65113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,745$3.4K<0.01%-513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,505$3.11K<0.01%+513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,631$2.02K<0.01%+1,61513F-HRTimelineGroup
TD Waterhouse Canada Inc.678$841<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/156$193<0.01%-11613F-HRTimelineGroup
Smartleaf Asset Management LLC100$125<0.01%new13F-HRTimeline
Archer Investment Corp25$31<0.01%013F-HRTimeline

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