Latest Period
n/a
Security Snapshot
Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) Institutional Ownership
CUSIP: 42804T205
13F Institutional Holders and Ownership History for Q1 2026
Institutions Reporting
Shares (Excl. Options)
Price
$15.52
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Keep this CUSIP in your research flow, then return after the next filing cycle to check what changed.
- Type / Class
- Equity / Common Stock
- Symbol
- HERZ on Nasdaq
- Shares outstanding
- 2,002,773
- Price per share
- $15.52
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HERZ - Herzfeld Credit Income Fund, Inc - Common Stock is tracked under CUSIP 42804T205.
- Latest finished 13F holder period is not available.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Latest quarter on this page is Q1 2026.
- Additional quarter-over-quarter change detail appears as history expands.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Official SEC Source
Backed by Schedule 13D/13G
Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.
See Original FilingInvestment Quick Answers
What is CUSIP 42804T205?
CUSIP 42804T205 identifies HERZ - Herzfeld Credit Income Fund, Inc - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.
Continue Investment Research
- Latest 13F filings for new institutional portfolio disclosures.
- Latest Schedule 13D/13G reports for activist and beneficial ownership updates.
- Latest 10-Q/10-K reports to cross-check issuer fundamentals.
- Recent insider transactions for management buying/selling context.
- SEC investors directory and top value investors for manager-level discovery.
- All institutional ownership pages to compare adjacent CUSIP pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42804T205:
Significant Owners of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HERZFELD THOMAS J | 43% | +2.6% | $15,601,248 | +$395,532 | 866,736 | +2.6% | Thomas J. Herzfeld, et al. | 03 Mar 2026 |
| Herzfeld Erik Mervin | 38% | +3.1% | $12,415,293 | +$361,350 | 752,442 | +3% | Erik M. Herzfeld, et al. | 13 Mar 2026 |
Institutional Holders of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 27 | $419 | +$419 | $15.52 | 1 |