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
$1.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,445,947
Total reported value
$9,232,322
% of total 13F portfolios
0%
Share change
-154,716
Value change
-$209,039
Number of holders
26
Price from insider filings
$1.45
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 31 Dec 2025, 26 institutional investors reported holding 7,445,947 shares of Heritage Global Inc. - Common Stock (HGBL). This represents 20% 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 20% 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
Mink Brook Asset Management LLC 5.4% 2,028,844 +7.8% 1.6% $2,515,767
VANGUARD GROUP INC 5% 1,874,040 +0.75% 0% $2,323,811
Truffle Hound Capital, LLC 2.9% 1,100,000 0% 0.8% $1,364,000
Koshinski Asset Management, Inc. 2.4% 917,304 0% 0.07% $1,137,457
RENAISSANCE TECHNOLOGIES LLC 1% 377,517 +1.7% 0% $468,121
GEODE CAPITAL MANAGEMENT, LLC 0.95% 360,176 +0.67% 0% $446,721
DIMENSIONAL FUND ADVISORS LP 0.55% 209,612 -23% 0% $259,964
BlackRock, Inc. 0.37% 139,954 +2.4% 0% $173,543
STATE STREET CORP 0.31% 116,566 0% 0% $144,542
WYNNEFIELD CAPITAL INC 0.21% 79,426 -80% 0.06% $98,488
GOLDMAN SACHS GROUP INC 0.13% 49,951 +30% 0% $61,939
Heron Bay Capital Management 0.08% 31,925 -8% 0.01% $39,587
ACADIAN ASSET MANAGEMENT LLC 0.08% 31,466 0% $38,000
JANE STREET GROUP, LLC 0.08% 29,651 +196% 0% $36,767
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% 25,758 0% 0% $32,455
MORGAN STANLEY 0.05% 18,668 0% 0% $23,148
Squarepoint Ops LLC 0.04% 13,653 0% $16,930
EVERGREEN CAPITAL MANAGEMENT LLC 0.03% 11,878 0% 0% $14,729
HRT FINANCIAL LP 0.03% 10,726 0% $13,000
CITIGROUP INC 0.03% 9,893 0% $12,267
Parallel Advisors, LLC 0.01% 4,000 0% 0% $4,960
WELLS FARGO & COMPANY/MN 0.01% 2,505 +0.2% 0% $3,106
UBS Group AG 0% 1,631 +10094% 0% $2,023
TD Waterhouse Canada Inc. 0% 678 0% 0% $841
Smartleaf Asset Management LLC 0% 100 0% $125

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 7,445,947 $9,232,322 -$209,039 $1.24 26
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 $1.45 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