HGBLHERITAGE GLOBAL INC
CUSIP 42727E103 · Yahoo Finance ↗ · Google Finance ↗
Heritage Global Inc (HGBL) has 38 institutional holders in Filings Flow’s 13F database, together reporting 12.61M shares worth $17M as of Q1 2026. The largest reported holders are Punch & Associates Investment Management, Inc., Mink Brook Asset Management LLC, and Topline Capital Management, LLC.
Institutional Holders
38
Q1 2026
Reported Value
$17M
Ticker
HGBL
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mink Brook Asset Management LLC$179M AUM | 1.70% | $3M | 2.24M | Q1 2026OLDER |
| Topline Capital Management, LLC$605M AUM | 0.40% | $2M | 1.79M | Q1 2026OLDER |
| Truffle Hound Capital, LLC$386M AUM | 0.39% | $1M | 1.10M | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.27% | $699,203 | 563.9K | Q4 2025OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.18% | $3M | 2.24M | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.17% | $766,867 | 563.9K | Q2 2026 |
| Ridgewood Investments LLC$244M AUM | 0.13% | $322,544 | 237.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.08% | $1M | 917.3K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.06% | $273,540 | 194.0K | Q1 2026OLDER |
| WYNNEFIELD CAPITAL INC$148M AUM | 0.06% | $98,488 | 79.4K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $110,658 | 81.4K | Q1 2026OLDER |
| Heron Bay Capital Management$1.1B AUM | 0.01% | $39,587 | 31.9K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $225,825 | 166.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $2M | 1.66M | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.00% | $90,110 | 54.3K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $14,646 | 10.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $46,429 | 34.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $332,271 | 244.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $16,155 | 11.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $18,950 | 13.9K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $108,378 | 79.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $4,978 | 3.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,440 | 4.0K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $35,546 | 25.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $278,135 | 204.5K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 1.87M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $465,420 | 342.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $16,930 | 13.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $74,776 | 60.3K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $34 | 25 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $63,285 | 46.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $50,136 | 36.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $47,901 | 35.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $158,530 | 116.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $135 | 100 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,046 | 2.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $27,873 | 16.8K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $199,973 | 147.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $25,853 | 19.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $938 | 698 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5,651 | 4.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8,000 | 5.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23,148 | 18.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,909 | 2.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3,106 | 2.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12 | 9 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $193 | 156 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.