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 38 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
2,454,053
shares
|
$4.71 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,873,227
shares
|
$3.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Mink Brook Asset Management LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
1,867,021
shares
|
$3.58 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Truffle Hound Capital, LLC
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
920,157
shares
|
$1.77 Million
0.52% of portfolio
|
Q2 2025
Added 41.56%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
917,304
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
584,478
shares
|
$1.12 Million
0.6% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
432,900
shares
|
$831,168
0.07% of portfolio
|
Q1 2024
Added 10.74%
|
|
|
Wynnefield Capital Inc
New York, NY |
Jul 15, 2025 Q2 2025 |
401,030
shares
|
$769,977
0.96% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
373,047
shares
|
$716,250
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
346,506
shares
|
$665,291
0.0% of portfolio
|
Q2 2025
Added 39.28%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
293,682
shares
|
$563,869
0.0% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
272,466
shares
|
$523,134
0.34% of portfolio
|
Q2 2025
Reduced 54.95%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
241,165
shares
|
$463,036
0.23% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
136,846
shares
|
$262,744
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
116,566
shares
|
$223,806
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
62,793
shares
|
$120,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
59,874
shares
|
$114,958
0.0% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
57,698
shares
|
$110,780
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
54,283
shares
|
$104,223
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
40,814
shares
|
$78,362
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
35,522
shares
|
$68,202
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,139
shares
|
$65,546
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
25,758
shares
|
$49,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,668
shares
|
$35,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
16,791
shares
|
$32,238
0.0% of portfolio
|
Q2 2023
New holding
|