Heritage Global HGBL Institutional Ownership

NASDAQ HGBL

$1.34 -0.01 (-0.74%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

36 Institutions

Increased 14 38.9%

Unchanged 15 41.7%

Reduced 7 19.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

34.15%

▲+3.00 pp QoQ

Shares Held by Institutions

11.83Mn

of 34.63Mn outstanding

▲+14.02% QoQ

Shares Outstanding

34.63Mn

22.80Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+1.45Mn

accumulated since last quarter

Value of Holdings

$15.85Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Heritage Global Inc. (NASDAQ:HGBL) has 36 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 34.2% of Heritage Global's outstanding shares in June 2026, up from 31.2% in March 2026.
They increased total shares held in Heritage Global by 14.02% from last quarter, and the number of investors in HGBL decreased 2.7% annually.
Activity in HGBL broke down as 14 buyers, 7 sellers, and 15 unchanged among 36 total holders.
The aggregate institutional position in Heritage Global amounted to 11.83Mn shares as of June 2026, up by 1.45Mn shares quarter on quarter, and down 1.65Mn shares year over year.
Mink Brook Asset Management LLC is the top holder of Heritage Global as of June 30, 2026, with 2.27Mn shares representing 6.56% of outstanding stock.
The most significant purchases of HGBL for the quarter ending June 2026 came from VANGUARD CAPITAL MANAGEMENT LLC (1.39Mn), VANGUARD FIDUCIARY TRUST CO (167.27K), CITADEL ADVISORS LLC (38.31K), Mink Brook Asset Management LLC (34.82K), JANE STREET GROUP, LLC (23.95K).
The largest sellers of Heritage Global for the quarter ending June 2026 were PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (222.69K), DIMENSIONAL FUND ADVISORS LP (25.31K), Ridgewood Investments LLC (15.0K), ACADIAN ASSET MANAGEMENT LLC (5.2K), XTX Topco Ltd (3.93K).
Heritage Global's 10 largest shareholders as of June 2026 include Mink Brook Asset Management LLC (2.27Mn), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (2.02Mn), Topline Capital Management, LLC (1.79Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.39Mn), Truffle Hound Capital, LLC (1.1Mn), Koshinski Asset Management, Inc. (917.3K), Militia Capital Management LLC (563.87K), GEODE CAPITAL MANAGEMENT, LLC (359.35K), RENAISSANCE TECHNOLOGIES LLC (249.62K), Ridgewood Investments LLC (222.16K) per Business Quant data.

Form 13F Holdings

36 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.83Mn

Of outstanding 34.15%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Mink Brook Asset Management LLC	0002052205	2,273,077	6.56%	▲34,821	+1.56%	$2.75Mn
2	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	2,021,458	5.84%	▼222,690	-9.92%	$2.45Mn
3	Topline Capital Management, LLC	0001792549	1,785,488	5.16%	0	0.00%	$2.16Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,393,638	4.02%	▲1,393,638	0.00%	$1.69Mn
5	Truffle Hound Capital, LLC	0001595862	1,100,000	3.18%	0	0.00%	$1.33Mn
6	Koshinski Asset Management, Inc.	0001633389	917,304	2.65%	0	0.00%	$1.11Mn
7	Militia Capital Management LLC	0002130487	563,873	1.63%	0	0.00%	$682.29K
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	359,349	1.04%	▲17,215	+5.03%	$434.93K
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	249,617	0.72%	▲5,300	+2.17%	$302.04K
10	Ridgewood Investments LLC	0001703556	222,165	0.64%	▼15,000	-6.32%	$268.82K
11	DIMENSIONAL FUND ADVISORS LP	0000354204	179,234	0.52%	▼25,310	-12.37%	$216.92K
12	BlackRock, Inc.	0002012383	168,422	0.49%	▲21,383	+14.54%	$203.79K
13	VANGUARD FIDUCIARY TRUST CO	0000933478	167,270	0.48%	▲167,270	0.00%	$202.40K
14	State Street Corp	0000093751	116,566	0.34%	0	0.00%	$141.05K
15	Northern Trust Corp	0000073124	51,204	0.15%	▲14,339	+38.90%	$61.96K
16	JANE STREET GROUP, LLC	0001595888	42,957	0.12%	▲23,948	+125.98%	$51.98K
17	CITADEL ADVISORS LLC	0001423053	38,312	0.11%	▲38,312	0.00%	$46.36K
18	Goldman Sachs Group Inc	0000886982	34,800	0.10%	▼421	-1.20%	$42.11K
19	NorthRock Partners, LLC	0001632097	34,139	0.10%	0	0.00%	$41.31K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0001632972	25,758	0.07%	0	0.00%	$32.20K

Showing 1 to 20 of 36 holders