Latest Period
Q2 2026
Security Snapshot
Heritage Global Inc. - Common Stock (HGBL) Institutional Ownership
CUSIP: 42727E103
13F Institutional Holders and Ownership History from Q4 2018 to Q2 2026
Institutions Reporting
36
Shares (Excl. Options)
11,826,487
Price
$1.21
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- Security type / class
- Equity / Common Stock
- Symbol
- HGBL on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,826,487
- Total 13F value
- $14,310,332
- Portfolio coverage rank
- 0%
- Share change
- -786,010
- Value change
- -$1,021,220
- Number of holders
- 36
- Shares outstanding
- 34,771,615
- SEC-reported price per share
- $1.21
- Insider filing price
- $1.21
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.
- 36 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 38 to 36 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,162,703 to $14,310,332.
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 36 institutions filings for Q2 2026.
Security key
42727E103
Latest holder period
Q2 2026
13F holders
36
13D/G owners
4
CIK / CUSIP context first
Open Q2 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 | 4.5% | -15% | $1,901,729 | -$317,851 | 1,571,677 | -14% | Vanguard Capital Management | 30 Jun 2026 |
As of 30 Jun 2026, 36 institutional investors reported holding 11,826,487 shares of Heritage Global Inc. - Common Stock (HGBL). This represents 34% of the company’s total 34,771,615 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Mink Brook Asset Management LLC | 6.5% | 2,273,077 | +1.6% | 1.2% | $2,750,423 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 5.8% | 2,021,458 | -9.9% | 0.12% | $2,445,964 |
| Topline Capital Management, LLC | 5.1% | 1,785,488 | 0% | 0.56% | $2,160,440 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 1,393,638 | -16% | 0% | $1,686,302 |
| Truffle Hound Capital, LLC | 3.2% | 1,100,000 | 0% | 0.84% | $1,331,000 |
| Koshinski Asset Management, Inc. | 2.6% | 917,304 | 0% | 0.06% | $1,109,938 |
| Militia Capital Management LLC | 1.6% | 563,873 | 0% | 0.12% | $682,286 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 359,349 | +5% | 0% | $434,925 |
| RENAISSANCE TECHNOLOGIES LLC | 0.72% | 249,617 | +2.2% | 0% | $302,037 |
| Ridgewood Investments LLC | 0.64% | 222,165 | -6.3% | 0.1% | $268,820 |
| DIMENSIONAL FUND ADVISORS LP | 0.52% | 179,234 | -12% | 0% | $216,917 |
| BlackRock, Inc. | 0.48% | 168,422 | +15% | 0% | $203,791 |
| VANGUARD FIDUCIARY TRUST CO | 0.48% | 167,270 | +0.74% | 0% | $202,397 |
| STATE STREET CORP | 0.34% | 116,566 | 0% | 0% | $141,045 |
| NORTHERN TRUST CORP | 0.15% | 51,204 | +39% | 0% | $61,957 |
| JANE STREET GROUP, LLC | 0.12% | 42,957 | +126% | 0% | $51,978 |
| CITADEL ADVISORS LLC | 0.11% | 38,312 | 0% | $46,358 | |
| GOLDMAN SACHS GROUP INC | 0.1% | 34,800 | -1.2% | 0% | $42,108 |
| NorthRock Partners, LLC | 0.1% | 34,139 | 0% | 0% | $41,308 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.07% | 25,758 | 0% | 0% | $32,198 |
| MORGAN STANLEY | 0.05% | 18,668 | 0% | 0% | $22,588 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.03% | 11,878 | 0% | 0% | $14,373 |
| ACADIAN ASSET MANAGEMENT LLC | 0.03% | 11,491 | -31% | 0% | $13,000 |
| Vanguard Global Advisers, LLC | 0.03% | 10,769 | 0% | 0% | $13,030 |
| XTX Topco Ltd | 0.03% | 10,000 | -28% | 0% | $12,100 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
28
Latest
Q2 2026
Rows shown
1-25 of 28
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 11,826,487 | $14,310,332 | -$1,021,220 | $1.21 | 36 |
| 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 | $1.21 | 0 |