Heritage Global Inc. (HGBL) Institutional Ownership

Institutions by Trading Activity

30,830,000Shares Outstanding

918,007Shares held by institutions

$1,220,949Value of institutional holdings

9.06%Institutional ownership %

0.56%Shares Changed QoQ

5No. of institutional investors

Recent 13F filings as of December 2025 show that 5 institutional investors hold a position in Heritage Global Inc. (NASDAQ:HGBL).

Institutional ownership in Heritage Global edged down to 9.1% in December 2025, compared to 42.7% in September 2025.
In percentage terms, this reflects as a holdings change of 0.56% quarter on quarter, and an unavailable change year over year.
Of these 5 institutional investors, 2 increased their holdings in Heritage Global, while 0 of them reduced positions, and 3 investors maintained their exposure.
Collectively, institutional investors increased their stake in Heritage Global to 2.79Mn shares as of December 2025, a change that is up by 15.63K shares quarter on quarter and down 5.64Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held Heritage Global's largest shareholding position with over 1.87Mn shares, representing 6.08% of total outstanding shares.
Among the most significant buyers of Heritage Global during December 2025 were VANGUARD GROUP INC (14.01K), UBS Group AG (1.61K).
The top 5 institutional holders of Heritage Global for the quarter ending December 2025 included VANGUARD GROUP INC (1.87Mn), Koshinski Asset Management, Inc. (917.30K), UBS Group AG (1.63K), TD Waterhouse Canada Inc. (678), Archer Investment Corp (25).

918,007 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	30 Sep, 2025	2,475,228	21,175	0.86%	$4,108,878.00
Mink Brook Asset Management LLC	30 Sep, 2025	1,882,222	15,201	0.81%	$3,124,489.00
VANGUARD GROUP INC	30 Sep, 2025	1,860,027	-13,200	-0.70%	$3,087,645.00
Topline Capital Management, LLC	30 Sep, 2025	1,678,507	0	0.00%	$2,786,322.00
Truffle Hound Capital, LLC	30 Sep, 2025	1,100,000	179,843	19.54%	$1,826,000.00
Koshinski Asset Management, Inc.	30 Sep, 2025	917,304	0	0.00%	$1,522,725.00
Militia Capital Partners, LP	30 Sep, 2025	563,873	-20,605	-3.53%	$936,029.00
WYNNEFIELD CAPITAL INC	30 Sep, 2025	401,030	0	0.00%	$665,709.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	371,332	24,826	7.16%	$616,411.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	357,774	-15,273	-4.09%	$594,050.00
PERRITT CAPITAL MANAGEMENT INC	30 Sep, 2025	295,866	23,400	8.59%	$491,138.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	272,317	-21,365	-7.27%	$452,270.00
Ridgewood Investments LLC	30 Sep, 2025	241,165	0	0.00%	$400,334.00
BlackRock, Inc.	30 Sep, 2025	136,684	4,151	3.13%	$226,895.00
STATE STREET CORP	30 Sep, 2025	116,566	0	0.00%	$193,500.00
CITADEL ADVISORS LLC	30 Sep, 2025	73,465	73,465	0.00%	$121,952.00
Man Group plc	30 Sep, 2025	59,290	-584	-0.98%	$98,421.00
RBF Capital, LLC	30 Sep, 2025	54,283	0	0.00%	$90,110.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30 Sep, 2025	42,738	42,738	0.00%	$70,945.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	38,439	-2,375	-5.82%	$63,809.00

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