Institutional Ownership Heritage Global Inc. (HGBL)
This table provides information about the institutional ownership of Heritage Global Inc. (HGBL). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
2,475,228
shares
|
$3.12 Million
0.27% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
1,882,222
shares
|
$2.37 Million
2.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,860,027
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Truffle Hound Capital, LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
1,100,000
shares
|
$1.39 Million
0.51% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
917,304
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
563,873
shares
|
$710,479
0.44% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
432,900
shares
|
$545,454
0.07% of portfolio
|
Q1 2024
Added 10.74%
|
|
|
Wynnefield Capital Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
401,030
shares
|
$505,297
0.75% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
371,332
shares
|
$467,878
0.0% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
357,774
shares
|
$450,795
0.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
295,866
shares
|
$372,791
0.26% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
272,317
shares
|
$343,119
0.0% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
241,165
shares
|
$303,867
0.17% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
136,846
shares
|
$172,425
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
116,566
shares
|
$146,873
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
73,465
shares
|
$92,565
0.0% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
59,290
shares
|
$74,705
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
54,283
shares
|
$68,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
42,738
shares
|
$53,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
38,439
shares
|
$48,433
0.0% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
36,865
shares
|
$46,449
0.0% of portfolio
|
Q3 2025
Reduced 36.11%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
34,717
shares
|
$43,743
0.01% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,139
shares
|
$43,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,758
shares
|
$32,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
21,928
shares
|
$27,629
0.0% of portfolio
|
Q3 2025
Added 103.0%
|
|