Latest Period
Q1 2026
Security Snapshot
Heritage Global Inc. - Common Stock (HGBL) Institutional Ownership
CUSIP: 42727E103
13F Institutional Holders and Ownership History from Q4 2018 to Q1 2026
Institutions Reporting
38
Shares (Excl. Options)
12,612,497
Price
$1.36
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- Security type / class
- Equity / Common Stock
- Symbol
- HGBL on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,612,497
- Total 13F value
- $17,162,703
- Portfolio coverage rank
- 0%
- Share change
- -513,599
- Value change
- -$664,035
- Number of holders
- 38
- Shares outstanding
- 34,525,354
- SEC-reported price per share
- $1.29
- Insider filing price
- $1.29
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HGBL - Heritage Global Inc. - Common Stock is tracked under CUSIP 42727E103.
- 38 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 41 to 38 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $16,473,164 to $17,162,703.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 38 institutions filings for Q1 2026.
Security key
42727E103
Latest holder period
Q1 2026
13F holders
38
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
HGBL full holder history
Heritage Global Inc. SEC filings
Heritage Global Inc. company facts
Heritage Global Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42727E103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
HGBL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.5% | $3,052,041 | 2,244,148 | Punch & Associates Investment Management, Inc. | 31 Mar 2026 | |||
| Mink Brook Asset Management LLC | 6.4% | +23% | $2,976,880 | +$493,743 | 2,238,256 | +20% | Mink Brook Asset Management LLC | 31 Mar 2026 |
| Topline Capital Management, LLC | 5.1% | $4,201,069 | 1,927,096 | Topline Capital Management, LLC | 31 Dec 2024 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $2,494,735 | 1,834,364 | Vanguard Capital Management | 31 Mar 2026 |
As of 31 Mar 2026, 38 institutional investors reported holding 12,612,497 shares of Heritage Global Inc. - Common Stock (HGBL). This represents 37% of the company’s total 34,525,354 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
36%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.5% | 2,244,148 | -5.9% | 0.18% | $3,052,041 |
| Mink Brook Asset Management LLC | 6.5% | 2,238,256 | +10% | 1.7% | $3,044,028 |
| Topline Capital Management, LLC | 5.2% | 1,785,488 | -3.5% | 0.4% | $2,428,264 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.8% | 1,657,547 | 0% | 0% | $2,254,264 |
| Truffle Hound Capital, LLC | 3.2% | 1,100,000 | 0% | 0.92% | $1,496,000 |
| Koshinski Asset Management, Inc. | 2.7% | 917,304 | 0% | 0.08% | $1,247,533 |
| Militia Capital Management LLC | 1.6% | 563,873 | 0% | 0.18% | $766,867 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.99% | 342,134 | -5% | 0% | $465,420 |
| RENAISSANCE TECHNOLOGIES LLC | 0.71% | 244,317 | -35% | 0% | $332,271 |
| Ridgewood Investments LLC | 0.69% | 237,165 | -1.7% | 0.13% | $322,544 |
| DIMENSIONAL FUND ADVISORS LP | 0.59% | 204,544 | -2.4% | 0% | $278,135 |
| Evernest Financial Advisors, LLC | 0.56% | 194,000 | 0.06% | $273,540 | |
| VANGUARD FIDUCIARY TRUST CO | 0.48% | 166,048 | 0% | 0% | $225,825 |
| BlackRock, Inc. | 0.43% | 147,039 | +5.1% | 0% | $199,973 |
| STATE STREET CORP | 0.34% | 116,566 | 0% | 0% | $158,530 |
| Rothschild Wealth LLC | 0.24% | 81,366 | -77% | 0.01% | $110,658 |
| Man Group plc | 0.23% | 79,690 | +34% | 0% | $108,378 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 46,533 | -49% | 0% | $63,285 |
| NORTHERN TRUST CORP | 0.11% | 36,865 | 0% | 0% | $50,136 |
| GOLDMAN SACHS GROUP INC | 0.1% | 35,221 | -29% | 0% | $47,901 |
| NorthRock Partners, LLC | 0.1% | 34,139 | 0% | 0% | $46,429 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.07% | 25,758 | 0% | 0% | $35,546 |
| JANE STREET GROUP, LLC | 0.06% | 19,009 | -36% | 0% | $25,853 |
| MORGAN STANLEY | 0.05% | 18,668 | 0% | 0% | $25,388 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 16,694 | -47% | 0% | $22,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Latest
Q1 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 12,612,497 | $17,162,703 | -$664,035 | $1.36 | 38 |
| 2025 Q4 | 13,285,473 | $16,473,164 | +$419,355 | $1.24 | 41 |
| 2025 Q3 | 13,150,414 | $21,827,998 | +$394,019 | $1.66 | 38 |
| 2025 Q2 | 12,943,198 | $28,735,492 | -$1,733,425 | $2.22 | 38 |
| 2025 Q1 | 13,747,567 | $29,969,951 | +$394,014 | $2.18 | 42 |
| 2024 Q4 | 13,590,193 | $25,245,361 | -$648,156 | $1.85 | 38 |
| 2024 Q3 | 8,937,827 | $15,190,006 | -$1,011,213 | $1.70 | 41 |
| 2024 Q2 | 9,446,235 | $23,216,503 | -$1,454,861 | $2.46 | 48 |
| 2024 Q1 | 9,996,645 | $26,398,087 | -$31,669 | $2.64 | 54 |
| 2023 Q4 | 10,007,190 | $27,860,558 | -$2,708 | $2.78 | 53 |
| 2023 Q3 | 9,803,220 | $30,614,496 | -$1,432,733 | $3.12 | 56 |
| 2023 Q2 | 10,066,683 | $36,433,974 | +$9,035,244 | $3.62 | 49 |
| 2023 Q1 | 7,574,759 | $21,737,445 | +$5,475,135 | $2.87 | 26 |
| 2022 Q4 | 5,672,598 | $13,328,775 | +$150,581 | $2.35 | 25 |
| 2022 Q3 | 5,636,739 | $9,075,072 | -$1,722,964 | $1.61 | 21 |
| 2022 Q2 | 6,810,696 | $10,216,068 | +$2,551,322 | $1.50 | 18 |
| 2022 Q1 | 5,112,354 | $6,901,056 | -$2,500,505 | $1.35 | 19 |
| 2021 Q4 | 6,402,896 | $11,969,314 | +$278,672 | $1.87 | 20 |
| 2021 Q3 | 6,253,481 | $12,256,188 | +$1,897,252 | $1.96 | 18 |
| 2021 Q2 | 5,267,751 | $13,328,051 | -$630,935 | $2.53 | 19 |
| 2021 Q1 | 5,508,115 | $15,695,057 | +$4,751,668 | $2.85 | 16 |
| 2020 Q4 | 3,843,523 | $10,178,053 | +$9,056,157 | $2.66 | 15 |
| 2020 Q3 | 440,616 | $1,009,046 | +$1,009,046 | $2.29 | 9 |
| 2019 Q3 | 0 | $0 | -$3,000 | $1.29 | 0 |
| 2019 Q2 | 3,999 | $3,000 | $0.75 | 1 |