Heritage Global Ownership | Who Owns Heritage Global?

Overview RevenueFinancials Chart Transcripts

Heritage Global Ownership Summary

Heritage Global is owned by 34.15% institutional investors, 12.45% insiders, and 53.40% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 6.44% 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	34.15%	12.45%	53.40%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Capital Markets Stocks	49.47%	16.48%	34.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Punch & associates investment management	2.24M	6.44%	$3.05M
Mink brook asset management	2.24M	6.43%	$3.04M
Vanguard group	1.87M	5.42%	$2.32M
Topline capital management	1.79M	5.13%	$2.43M
Truffle hound capital	1.10M	3.16%	$1.50M
Koshinski asset management	917.30K	2.63%	$1.25M
Militia capital partners, lp	563.87K	1.62%	$936.03K
Herr investment group	432.90K	1.18%	$1.06M
Geode capital management	342.13K	0.98%	$465.42K
Perritt capital management	295.87K	0.85%	$491.14K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mink brook asset management	2.24M	1.70%	$3.04M
Militia capital partners, lp	563.87K	0.44%	$936.03K
Topline capital management	1.79M	0.40%	$2.43M
Truffle hound capital	1.10M	0.39%	$1.50M
Perritt capital management	295.87K	0.23%	$491.14K
Punch & associates investment management	2.24M	0.18%	$3.05M
Ridgewood investments	237.16K	0.13%	$322.54K
Koshinski asset management	917.30K	0.08%	$1.25M
Herr investment group	432.90K	0.07%	$1.06M
Rbf capital	54.28K	0.00%	$90.11K

Top Buyers

Holder	Shares	% Assets	Change
Ridgewood investments	237.16K	0.13%	237.16K
Mink brook asset management	2.24M	1.70%	209.41K
Vanguard fiduciary trust	166.05K	0.00%	166.05K
Perritt capital management	295.87K	0.23%	23.40K
Virtu financial	16.80K	0.00%	16.80K

Top Sellers

Holder	Shares	% Assets	Change
Uniplan investment counsel	-	-	-805.79K
Journey advisory group	-	-	-720.67K
Ancora advisors	-	-	-514.27K
Connective capital management	-	-	-207.55K
Evernest financial advisors	-	-	-194.00K

New Positions

Holder	Shares	% Assets	Change	Value
Ridgewood investments	237.16K	0.13%	237.16K	$322.54K
Vanguard fiduciary trust	166.05K	0.00%	166.05K	$225.82K
Virtu financial	16.80K	0.00%	16.80K	$28.00K
Vanguard global advisers	10.77K	-	10.77K	$14.65K
Harbour investments	9.00	-	9.00	$12.00

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 %
Jun 30, 2026	36	-5.26%	11,826,487	-6.23%	34	2.57%	12	-7.69%	8	-38.46%
Mar 31, 2026	12	-70.73%	5,009,448	-62.29%	14	0.97%	4	-80.95%	3	-62.50%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	1.40M	3.95%	-
Vanguard Morn Total Stk Mkt Idx Investor	1.05M	3.03%	-307.37K
Vanguard Total Stock Mkt Idx Inv	1.05M	3.03%	-307.37K
Vanguard MStar Total Stk Mkt Idx Invest	885.35K	2.56%	-167.45K
Ancora Micro Cap	373.79K	1.05%	-9.36K
Vanguard Institutional Extnd Mkt Idx Tr	321.16K	0.93%	-
Perritt MicroCap Opportunities Investor	290.00K	0.83%	65.00K
Ancora MicroCap I	165.33K	0.47%	-
Fidelity Extended Market Index	148.14K	0.43%	19.74K
iShares Micro-Cap ETF	103.06K	0.30%	-1.37K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 01, 2026	Sklar James Edward	EVP, Gen Counsel & Secretary	Sell	$3.17K
Aug 20, 2026	COBB BRIAN J.	CFO	Buy	$22.00K
Aug 17, 2026	Hounsell Bruce Kenneth	President, Heritage DebtX LLC	Buy	$11.39K
Aug 17, 2026	Dove Nicholas Kirk	President, Industrial Assets	Buy	$65.94K
May 21, 2026	Dove Nicholas Kirk	President, Industrial Assets	Buy	$31.59K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	3	1
2026 Q2	1	2
2026 Q1	-	3
2025 Q4	-	3
2025 Q1	-	9

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 34.15%, followed by 12.45% insiders and 53.40% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 49.47%, which Heritage Global falls below.

Who owns the most shares of Heritage Global?

Heritage Global’s largest shareholders are Punch & associates investment management (2.24M shares, 6.44%), Mink brook asset management (2.24M shares, 6.43%), and Vanguard group (1.87M shares, 5.42%). Together, they hold 18.29% 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 1.70% of its assets in 2.24M Heritage Global shares, valued at 3.04M$.

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