Security key
42727E103
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 12,612,497
- Total 13F value
- $17,162,703
- Share change
- -513,599
- SEC-reported price per share
- $1.36
- Number of holders
- 38
- Value change
- -$664,035
- Number of buys
- 8
- Number of sells
- 21
- Shares outstanding
- 34,525,354
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2026
Institutions
38
Top holders
10
HGBL full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 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
Topline Capital Managemen...
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 6.5%
13D/G row: PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Showing 1-6 of 15 holder rows.
Quick read
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. leads the comparable SEC ownership view at 6.5%.
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.
Comparable ownership
Top 5
PUNCH & ASSOCIATES INVESTMENT MAN...
6.5%
Mink Brook Asset Management LLC
6.4%
VANGUARD CAPITAL MANAGEMENT LLC
5.3%
Topline Capital Management, LLC
5.1%
Samuel L. Shimer
1%
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. |
13D/G
13F
Company
|
6.5%
|
$3,052,041
2,244,148 shares
|
$0 | 31 Mar 2026 |
| Mink Brook Asset Management LLC |
13D/G
13F
Company
|
6.4%
|
$2,976,880
2,238,256 shares
|
+$493,743 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
Vanguard Capital Management
|
5.3%
|
$2,494,735
1,834,364 shares
|
$0 | 31 Mar 2026 |
| Topline Capital Management, LLC |
3/4/5
13D/G
13F
Other* · Company
|
5.1%
from 13D/G
|
$10,310,972
3,617,885 shares
|
— | 14 Apr 2023 |
| Samuel L. Shimer |
3/4/5
Director
|
1%
|
$437,100
352,500 shares
|
— | 05 Mar 2026 |
| Michael Hexner |
3/4/5
Director
|
0.79%
|
$337,408
272,104 shares
|
— | 05 Mar 2026 |
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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
38
Shares
12,612,497
Rows available
38
| 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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
41
Q1 2026 holders
38
Holder diff
-3
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend