Heritage Global HGBL Institutional Ownership

NASDAQ HGBL

$1.14 -0.01 (-0.87%)

At close: Aug 24, 2026 · 4:00 PM EDT

Institutions by Trading Activity

35 Institutions

Increased 12 34.3%

Unchanged 10 28.6%

Reduced 13 37.1%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

2,858.92%

▲+2,819.13 pp QoQ

Shares Held by Institutions

10.78Mn

of 377.00K outstanding

▲+4.64% QoQ

Shares Outstanding

377.00K

-10.40Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▼-4 vs prior quarter

Net Shares Added (QoQ)

+477.82K

accumulated since last quarter

Value of Holdings

$12.93Mn

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 31 Mar, 2026

Heritage Global Inc. (NASDAQ:HGBL) showed up in the 13F filings of 35 institutional investors as of March 2026.

These investors held 2858.9% of outstanding shares in March 2026, up from 39.8% in December 2025.
They increased total shares held in Heritage Global by 4.64% from the prior quarter, while the number of investors in HGBL decreased 16.67% year over year.
Of these 35 funds, 12 grew their exposure to Heritage Global, 13 cut back, and 10 maintained positions.
Altogether, these fund groups held 10.78Mn shares in HGBL by March 2026, up by 477.82K shares quarter on quarter, and down 3.07Mn shares year over year.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is the top holder of Heritage Global as of March 31, 2026, with 2.24Mn shares representing 595.26% of outstanding stock.
The biggest buyers of Heritage Global for the quarter ending March 2026 included Militia Capital Management LLC (563.87K), Ridgewood Investments LLC (237.16K), Mink Brook Asset Management LLC (209.41K), Evernest Financial Advisors, LLC (194.0K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (25.76K).
The biggest sellers of Heritage Global for the quarter ending March 2026 included Rothschild Wealth LLC (279.5K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (140.5K), RENAISSANCE TECHNOLOGIES LLC (133.2K), Topline Capital Management, LLC (65.48K), Goldman Sachs Group Inc (64.68K).
Heritage Global's 10 largest shareholders as of March 2026 include PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (2.24Mn), Mink Brook Asset Management LLC (2.24Mn), Topline Capital Management, LLC (1.79Mn), Truffle Hound Capital, LLC (1.1Mn), Koshinski Asset Management, Inc. (917.3K), Militia Capital Management LLC (563.87K), GEODE CAPITAL MANAGEMENT, LLC (342.13K), RENAISSANCE TECHNOLOGIES LLC (244.32K), Ridgewood Investments LLC (237.16K), DIMENSIONAL FUND ADVISORS LP (204.54K) per Business Quant data.

Form 13F Holdings

35 Institutional Holders

Report period 31 Mar, 2026

Total shares held 10.78Mn

Of outstanding 2,858.92%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	2,244,148	595.26%	▼140,504	-5.89%	$3.05Mn
2	Mink Brook Asset Management LLC	0002052205	2,238,256	593.70%	▲209,412	+10.32%	$3.04Mn
3	Topline Capital Management, LLC	0001792549	1,785,488	473.60%	▼65,476	-3.54%	$2.43Mn
4	Truffle Hound Capital, LLC	0001595862	1,100,000	291.78%	0	0.00%	$1.50Mn
5	Koshinski Asset Management, Inc.	0001633389	917,304	243.32%	0	0.00%	$1.25Mn
6	Militia Capital Management LLC	0002130487	563,873	149.57%	▲563,873	0.00%	$766.87K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	342,134	90.75%	▼18,042	-5.01%	$465.42K
8	RENAISSANCE TECHNOLOGIES LLC	0001037389	244,317	64.81%	▼133,200	-35.28%	$332.27K
9	Ridgewood Investments LLC	0001703556	237,165	62.91%	▲237,165	0.00%	$322.54K
10	DIMENSIONAL FUND ADVISORS LP	0000354204	204,544	54.26%	▼5,068	-2.42%	$278.14K
11	Evernest Financial Advisors, LLC	0002009530	194,000	51.46%	▲194,000	0.00%	$273.54K
12	BlackRock, Inc.	0002012383	147,039	39.00%	▲7,085	+5.06%	$199.97K
13	State Street Corp	0000093751	116,566	30.92%	0	0.00%	$158.53K
14	Rothschild Wealth LLC	0001811345	81,366	21.58%	▼279,500	-77.45%	$110.66K
15	Man Group plc	0001637460	79,690	21.14%	▲20,400	+34.41%	$108.38K
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	46,533	12.34%	▼44,303	-48.77%	$63.29K
17	Northern Trust Corp	0000073124	36,865	9.78%	0	0.00%	$50.14K
18	Goldman Sachs Group Inc	0000886982	35,221	9.34%	▼64,681	-64.74%	$47.90K
19	NorthRock Partners, LLC	0001632097	34,139	9.06%	0	0.00%	$46.43K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0001632972	25,758	6.83%	▲25,758	0.00%	$35.55K

Showing 1 to 20 of 35 holders