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Heritage Global (HGBL) Institutional Ownership

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$1.92 -0.05 (-2.29%)
Closing price 04:00 PM Eastern
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$1.91 -0.01 (-0.52%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$11.05M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.38M
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HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025 Truffle Hound Capital LLC920,157$2.04M0.5%+41.6%2.649%
7/29/2025 Koshinski Asset Management Inc.917,304$2.04M0.2%-0.5%2.587%
6/6/2025Militia Capital Partners LP584,478$1.27M1.0%+6.6%1.649%
5/16/2025Punch & Associates Investment Management Inc.2,454,467$5.35M0.3%-1.9%6.923%
5/16/2025Ancora Advisors LLC514,269$1.12M0.0%+1.2%1.451%
5/15/2025Topline Capital Management LLC1,694,744$3.70M0.8%-12.1%4.780%
5/7/2025 Ridgewood Investments LLC241,165$526K0.2%+6.9%0.680%
4/25/2025 Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598%
4/16/2025 Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073%
4/9/2025 Parkside Advisors LLC34,139$74K0.0%N/A0.096%
2/17/2025Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
2/17/2025Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
2/17/2025Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
2/14/2025Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025 Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025 Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025 Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025 Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741%
1/16/2025 Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703%
11/16/2024 Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024 Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078%
10/10/2024 Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837%
8/9/2024 Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024 Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024 Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024 Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024 Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/2024 1492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024 Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024 Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023 Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023 Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
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11/13/2023 EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023 Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023 Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023 Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023 Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023 Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023 Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023 Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023 Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023 Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023 Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023 Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023 Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022 Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022 Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022 Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022 Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022 Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022 Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
4/19/2022 Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244%
1/14/2022 Koshinski Asset Management Inc.1,449,321$2.71M0.2%+10.4%3.962%
1/13/2022 Wedbush Securities Inc.47,662$89K0.0%+242.0%0.130%
11/15/2021Ancora Advisors LLC459,420$900K0.0%+18.0%1.266%
10/12/2021 Koshinski Asset Management Inc.1,312,321$2.57M0.2%+156.5%3.616%
10/8/2021 Wedbush Securities Inc.13,938$27K0.0%N/A0.038%
8/13/2021 Renaissance Technologies LLC48,729$123K0.0%+77.1%0.137%
8/13/2021Ancora Advisors LLC389,297$985K0.0%+12.0%1.091%
8/13/2021 Geode Capital Management LLC147,325$372K0.0%+12.6%0.413%
8/13/2021 Vanguard Group Inc.1,236,606$3.13M0.0%-2.2%3.467%
8/12/2021 Dimensional Fund Advisors LP24,520$62K0.0%N/A0.069%
5/18/2021Millennium Management LLC21,006$60K0.0%-73.8%0.059%
(Data available from 1/1/2016 forward)

HGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGBL shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($5.35M), Topline Capital Management LLC ($3.70M), Mink Brook Asset Management LLC ($3.45M), Truffle Hound Capital LLC ($2.04M), Koshinski Asset Management Inc. ($2.04M), Militia Capital Partners LP ($1.27M), and Herr Investment Group LLC ($1.14M).Learn more on Heritage Global's institutional investors.

What percentage of Heritage Global's stock is owned by institutional investors?

33.46% of Heritage Global's stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Which institutional investors have been buying Heritage Global's stock?

Of the 21 institutional investors that purchased Heritage Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Topline Capital Management LLC ($1.93M), Mink Brook Asset Management LLC ($1.87M), Koshinski Asset Management Inc. ($1.06M), Truffle Hound Capital LLC ($920.16K), Punch & Associates Investment Management Inc. ($322.50K), Connective Capital Management LLC ($203.94K), and 1492 Capital Management LLC ($192.71K).

How much institutional buying is happening at Heritage Global?

Institutional investors have bought a total of 5,989,220 shares in the last 24 months. This purchase volume represents approximately $11.05M in transactions.

Which of Heritage Global's major shareholders have been selling company stock?

The following institutional investors have sold Heritage Global stock in the last 24 months: Topline Capital Management LLC ($232.35K), Koshinski Asset Management Inc. ($142K), Dimensional Fund Advisors LP ($97.35K), Citadel Advisors LLC ($55.77K), Millennium Management LLC ($53.86K), Punch & Associates Investment Management Inc. ($46.53K), and Wynnefield Capital Inc. ($45K).

How much institutional selling is happening at Heritage Global?

Institutional investors have sold a total of 684,267 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.


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This page (NASDAQ:HGBL) was last updated on 8/14/2025 by MarketBeat.com Staff
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