Heritage Global Inc. - Common Stock (HGBL) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2018 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HGBL on Nasdaq
Shares outstanding
37,786,196
Price per share
$1.26
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
13,150,414
Total reported value
$21,827,998
% of total 13F portfolios
0%
Share change
+241,355
Value change
+$394,019
Number of holders
38
Price from insider filings
$1.26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Heritage Global Inc. - Common Stock (HGBL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Topline Capital Management, LLC 5.1% $4,201,069 1,927,096 Topline Capital Management, LLC 31 Dec 2024
Mink Brook Asset Management LLC 5.3% $4,070,106 1,867,021 Mink Brook Asset Management LLC 31 Mar 2025

As of 30 Sep 2025, 38 institutional investors reported holding 13,150,414 shares of Heritage Global Inc. - Common Stock (HGBL). This represents 35% of the company’s total 37,786,196 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Heritage Global Inc. - Common Stock (HGBL) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 6.6% 2,475,228 +0.86% 0.24% $4,108,878
Mink Brook Asset Management LLC 5% 1,882,222 +0.81% 2.1% $3,124,489
VANGUARD GROUP INC 4.9% 1,860,027 -0.7% 0% $3,087,645
Topline Capital Management, LLC 4.4% 1,678,507 0% 0.48% $2,786,322
Truffle Hound Capital, LLC 2.9% 1,100,000 +20% 1.1% $1,826,000
Koshinski Asset Management, Inc. 2.4% 917,304 0% 0.11% $1,522,725
Militia Capital Partners, LP 1.5% 563,873 -3.5% 0.46% $936,029
WYNNEFIELD CAPITAL INC 1.1% 401,030 0% 0.4% $665,709
RENAISSANCE TECHNOLOGIES LLC 0.98% 371,332 +7.2% 0% $616,411
GEODE CAPITAL MANAGEMENT, LLC 0.95% 357,774 -4.1% 0% $594,050
Perritt Capital Management Inc 0.78% 295,866 +8.6% 0.23% $491,138
DIMENSIONAL FUND ADVISORS LP 0.72% 272,317 -7.3% 0% $452,270
Ridgewood Investments LLC 0.64% 241,165 0% 0.17% $400,334
BlackRock, Inc. 0.36% 136,684 +3.1% 0% $226,895
STATE STREET CORP 0.31% 116,566 0% 0% $193,500
CITADEL ADVISORS LLC 0.19% 73,465 +17% 0% $121,952
Man Group plc 0.16% 59,290 -0.98% 0% $98,421
RBF Capital, LLC 0.14% 54,283 0% 0% $90,110
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.11% 42,738 0% $70,945
GOLDMAN SACHS GROUP INC 0.1% 38,439 -5.8% 0% $63,809
NORTHERN TRUST CORP 0.1% 36,865 -36% 0% $61,196
Heron Bay Capital Management 0.09% 34,717 -2.3% 0.01% $57,630
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% 25,758 0% 0% $40,569
GSA CAPITAL PARTNERS LLP 0.06% 21,928 +103% 0% $36,000
MORGAN STANLEY 0.05% 18,668 0% 0% $30,989

Institutional Holders of Heritage Global Inc. - Common Stock (HGBL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 25,758 $32,455 $1.26 1
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 $1.26 0
2019 Q2 3,999 $3,000 $0.75 1
2019 Q1 3,999 $2,000 -$1,327 $0.50 1
2018 Q4 6,653 $3,000 +$3,000 $0.45 1