Heritage Global Ownership | Who Owns Heritage Global?

Overview RevenueFinancials Chart Transcripts

Heritage Global Ownership Summary

Heritage Global is owned by 21.55% institutional investors, 11.88% insiders, and 66.57% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 7.10% of HGBL shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.95% of its assets in Heritage Global shares.

HGBL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Global	21.55%	11.88%	66.57%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.28%	14.21%	57.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Punch & associates investment management	2.48M	7.10%	$4.11M
Vanguard group	1.87M	5.42%	$2.32M
Mink brook asset management	1.88M	5.40%	$3.12M
Topline capital management	1.68M	4.81%	$2.79M
Truffle hound capital	1.10M	3.15%	$1.83M
Koshinski asset management	917.30K	2.66%	$1.14M
Militia capital partners, lp	563.87K	1.62%	$936.03K
Herr investment group	432.90K	1.18%	$1.06M
Renaissance	377.52K	1.09%	$468.12K
Geode capital management	360.18K	1.04%	$446.72K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mink brook asset management	1.88M	2.10%	$3.12M
Truffle hound capital	1.10M	0.51%	$1.83M
Topline capital management	1.68M	0.48%	$2.79M
Militia capital partners, lp	563.87K	0.44%	$936.03K
Punch & associates investment management	2.48M	0.24%	$4.11M
Perritt capital management	295.87K	0.23%	$491.14K
Ridgewood investments	241.16K	0.17%	$400.33K
Koshinski asset management	917.30K	0.07%	$1.14M
Herr investment group	432.90K	0.07%	$1.06M
Wynnefield capital	79.43K	0.06%	$98.49K

Top Buyers

Holder	Shares	% Assets	Change
Truffle hound capital	1.10M	0.51%	179.84K
Acadian asset management	31.47K	0.00%	31.47K
Perritt capital management	295.87K	0.23%	23.40K
Punch & associates investment management	2.48M	0.24%	21.18K
Jane street group	29.65K	-	19.64K

Top Sellers

Holder	Shares	% Assets	Change
Uniplan investment counsel	-	-	-805.79K
Journey advisory group	-	-	-720.67K
Ancora advisors	-	-	-514.27K
Wynnefield capital	79.43K	0.06%	-321.60K
Connective capital management	-	-	-207.55K

New Positions

Holder	Shares	% Assets	Change	Value
Acadian asset management	31.47K	0.00%	31.47K	$38.00K
Virtu financial	16.80K	0.00%	16.80K	$28.00K
Hrt financial lp	10.73K	-	10.73K	$13.00K
Citigroup	9.89K	-	9.89K	$12.27K

Sold Out

Holder	Change
Carsonallaria wealth management	-2.00
Qube research	-4.00
Northwestern mutual wealth management	-17.00
Toronto dominion bank	-61.00
Jpmorgan chase	-68.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	26	-31.58%	7,445,947	-43.38%	21	1.52%	14	-6.67%	3	-70.00%
Sep 30, 2025	18	-48.57%	5,374,894	-58.08%	15	1.14%	4	-60.00%	6	-45.45%
Jun 30, 2025	37	-11.90%	12,940,448	-5.87%	37	2.44%	11	-35.29%	11	-31.25%
Mar 31, 2025	41	10.81%	13,163,089	0.92%	37	2.93%	16	14.29%	16	14.29%
Dec 31, 2024	16	-61.90%	4,790,566	-46.40%	13	2.19%	4	-73.33%	6	-53.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	1.40M	3.95%	-
Vanguard Total Stock Mkt Idx Inv	1.36M	3.92%	-
Ancora Micro Cap	373.79K	1.05%	-9.36K
Vanguard Institutional Extnd Mkt Idx Tr	297.38K	0.86%	-
Perritt MicroCap Opportunities Investor	290.00K	0.83%	65.00K
Ancora MicroCap I	165.33K	0.47%	-
Fidelity Extended Market Index	158.63K	0.46%	2.18K
iShares Micro-Cap ETF	83.97K	0.24%	11.45K
Fidelity Total Market Index	65.63K	0.19%	-
Blackrock Extended Mkt Fund CF	55.36K	0.16%	55.36K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 02, 2026	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$4.85K
Feb 02, 2026	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$5.12K
Jan 02, 2026	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$4.59K
Dec 01, 2025	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$4.89K
Nov 03, 2025	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$5.34K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	3
2025 Q4	-	3
2025 Q1	-	9
2024 Q4	-	5
2024 Q1	2	-

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 21.55%, followed by 11.88% insiders and 66.57% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 28.28%, which Heritage Global falls below.

Who owns the most shares of Heritage Global?

Heritage Global’s largest shareholders are Punch & associates investment management (2.48M shares, 7.10%), Vanguard group (1.87M shares, 5.42%), and Mink brook asset management (1.88M shares, 5.40%). Together, they hold 17.92% of Heritage Global’s total shares outstanding.

Does Blackrock own Heritage Global?

BlackRock is not among the top 10 institutional shareholders of Heritage Global.

Who is Heritage Global’s biggest shareholder by percentage of total assets invested?

Mink brook asset management is Heritage Global’s biggest shareholder by percentage of total assets invested, with 2.10% of its assets in 1.88M Heritage Global shares, valued at 3.12M$.

Who is the top mutual fund holder of Heritage Global shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Heritage Global shares, with 3.95% of its total shares outstanding invested in 1.4M Heritage Global shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools