Heritage Global HGBL Institutional Ownership

Updated Oct 10, 2026

Heritage Global Inc. (NASDAQ:HGBL) counted 36 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

• Their combined stake equaled 34.14% of outstanding shares in Q2 2026, up from 31.03% in Q1 2026.
• Total shares held in Heritage Global rose 9.73% from Q1 2026, while the number of holders was unchanged from Q2 2025.
• Among the 36 holders of Heritage Global, 14 added to their positions, 7 reduced their stakes and 15 left their positions unchanged.
• In total, institutional investors held 11.83Mn shares of Heritage Global at the end of Q2 2026, up 1.05Mn from the prior quarter and down 1.04Mn from a year earlier.
• Mink Brook Asset Management LLC held the largest position in HGBL at 2.27Mn shares as of June 30, 2026, or 6.56% of shares outstanding.
• Among existing holders, the largest additions to Heritage Global in Q2 2026 came from Mink Brook Asset Management LLC (+34.82K shares), Jane Street Group, LLC (+23.95K shares), BlackRock, Inc. (+21.38K shares), Geode Capital Management, LLC (+17.21K shares) and Northern Trust Corp (+14.34K shares).
• The largest position reductions in HGBL for Q2 2026 were by Punch & Associates Investment Management, Inc. (-222.69K shares), Dimensional Fund Advisors LP (-25.31K shares), Ridgewood Investments LLC (-15K shares), Acadian Asset Management LLC (-5.2K shares) and XTX Topco Ltd (-3.93K shares).
• According to Business Quant data, the leading holders of HGBL for Q2 2026 were Mink Brook Asset Management LLC (2.27Mn shares), Punch & Associates Investment Management, Inc. (2.02Mn shares), Topline Capital Management, LLC (1.79Mn shares), Vanguard Capital Management LLC (1.39Mn shares), Truffle Hound Capital, LLC (1.1Mn shares), Koshinski Asset Management, Inc. (917.3K shares), Militia Capital Management LLC (563.87K shares), Geode Capital Management, LLC (359.35K shares), Renaissance Technologies LLC (249.62K shares) and Ridgewood Investments LLC (222.16K shares).