Heritage Global Inc. (HGBL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

35,205,152Shares Outstanding
10,778,133Shares held by institutions
$14,119,354Value of institutional holdings
30.62%Institutional ownership %
4.64%Shares Changed QoQ
35No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Global Inc. (NASDAQ:HGBL) appears in 39 institutional 13F filings for the quarter ending December 2025.

33 Institutional Holders

10,778,133 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 31 Mar, 2026 2,244,148 -140,504 -5.89% $3,052,041.00
Topline Capital Management, LLC 31 Mar, 2026 1,785,488 -65,476 -3.54% $2,428,264.00
Truffle Hound Capital, LLC 31 Mar, 2026 1,100,000 0 0.00% $1,496,000.00
Koshinski Asset Management, Inc. 31 Mar, 2026 917,304 0 0.00% $1,247,533.00
Militia Capital Management LLC 31 Mar, 2026 563,873 563,873 0.00% $766,867.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 342,134 -18,042 -5.01% $465,420.00
RENAISSANCE TECHNOLOGIES LLC 31 Mar, 2026 244,317 -133,200 -35.28% $332,271.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 204,544 -5,068 -2.42% $278,135.00
Evernest Financial Advisors, LLC 31 Mar, 2026 194,000 194,000 0.00% $273,540.00
BlackRock, Inc. 31 Mar, 2026 147,039 7,085 5.06% $199,973.00
State Street Corp 31 Mar, 2026 116,566 0 0.00% $158,530.00
Rothschild Wealth LLC 31 Mar, 2026 81,366 -279,500 -77.45% $110,658.00
Man Group plc 31 Mar, 2026 79,690 20,400 34.41% $108,378.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP 31 Mar, 2026 46,533 -44,303 -48.77% $63,285.00
Northern Trust Corp 31 Mar, 2026 36,865 0 0.00% $50,136.00
Goldman Sachs Group Inc 31 Mar, 2026 35,221 -64,681 -64.74% $47,901.00
NorthRock Partners, LLC 31 Mar, 2026 34,139 0 0.00% $46,429.00
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31 Mar, 2026 25,758 25,758 0.00% $35,546.00
JANE STREET GROUP, LLC 31 Mar, 2026 19,009 -10,642 -35.89% $25,853.00
Morgan Stanley 31 Mar, 2026 18,668 0 0.00% $25,388.00