Security key
42727E103
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 9,446,235
- Total 13F value
- $23,216,503
- Share change
- -551,088
- SEC-reported price per share
- $2.46
- Number of holders
- 48
- Value change
- -$1,454,861
- Number of buys
- 15
- Number of sells
- 26
- Shares outstanding
- 34,771,615
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2024
Institutions
48
Top holders
10
HGBL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Heritage Global Inc. SEC filings
Heritage Global Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42727E103
Recent filing periods:
Ownership snapshot
Top reported holders of HGBL - Heritage Global Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PUNCH & ASSOCIATES INVEST...
Disclosed value leader
PUNCH & ASSOCIATES INVEST...
Comparable rows
15/15
Latest evidence
31 Mar 2024
13F
Lead comparable stake: 7.3%
Showing 1-6 of 15 holder rows.
Quick read
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. leads the comparable SEC ownership view at 7.3%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s linked filing trail.
Comparable ownership
Top 5
PUNCH & ASSOCIATES INVESTMENT MAN...
7.3%
VANGUARD GROUP INC
5.4%
Uniplan Investment Counsel, Inc.
2.3%
Ancora Advisors LLC
1.4%
WYNNEFIELD CAPITAL INC
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
7.3%
|
$6,693,171
2,535,292 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
5.4%
|
$4,999,225
1,893,646 shares
|
— | 31 Mar 2024 |
| Uniplan Investment Counsel, Inc. |
13F
Company
|
2.3%
|
$2,134,000
808,363 shares
|
— | 31 Mar 2024 |
| Ancora Advisors LLC |
13F
Company
|
1.4%
|
$1,247,104
472,388 shares
|
— | 31 Mar 2024 |
| WYNNEFIELD CAPITAL INC |
13F
Company
|
1.3%
|
$1,177,519
446,030 shares
|
— | 31 Mar 2024 |
| Herr Investment Group LLC |
13F
Company
|
1.2%
|
$1,142,856
432,900 shares
|
— | 31 Mar 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
48
Shares
9,446,235
Rows available
48
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2024 vs Q1 2026 Across Filers
Q1 2026 holders
38
Q2 2024 holders
48
Holder diff
10
| Investor | Q1 2026 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend