Heritage Global Inc. (HGBL) Institutional Ownership

Ownership Summary

Heritage Global Inc. (NASDAQ:HGBL) has 39 institutional investors with active 13F positions as of December 2025.

• They owned 39.2% of outstanding stock in December 2025, up from 39.0% the prior quarter.
• They increased total shares held in Heritage Global by 3.64% from last quarter, and the number of investors in HGBL increased 2.63% annually.
• Of these 39 holders, 21 added to their stakes in Heritage Global, 8 trimmed positions, and 10 made no changes.
• In total, institutional investors held 13.81Mn shares in Heritage Global as of December 2025, up by 485.72K shares quarter on quarter, and up 194.05K shares year over year.
• As of December 31, 2025, the biggest holder of Heritage Global is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. at 2.38Mn shares, representing 6.77% of shares outstanding.
• The biggest buyers of Heritage Global for the quarter ending December 2025 included Rothschild Wealth LLC (360.87K), Topline Capital Management, LLC (172.46K), Mink Brook Asset Management LLC (146.62K), PERRITT CAPITAL MANAGEMENT INC (65.0K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (48.1K).
• The biggest sellers of Heritage Global for the quarter ending December 2025 included WYNNEFIELD CAPITAL INC (321.6K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (90.58K), DIMENSIONAL FUND ADVISORS LP (62.7K), CITADEL ADVISORS LLC (13.16K), Heron Bay Capital Management (2.79K).
• Heritage Global's 10 largest shareholders as of December 2025 include PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (2.38Mn), Mink Brook Asset Management LLC (2.03Mn), VANGUARD GROUP INC (1.87Mn), Topline Capital Management, LLC (1.85Mn), Militia Capital Partners, LP (1.13Mn), Truffle Hound Capital, LLC (1.1Mn), Koshinski Asset Management, Inc. (917.3K), RENAISSANCE TECHNOLOGIES LLC (377.52K), PERRITT CAPITAL MANAGEMENT INC (360.87K), Rothschild Wealth LLC (360.87K) per Business Quant data.