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Heritage Global Ownership | Who Owns Heritage Global?

OverviewRevenueFinancialsChartTranscripts

Heritage Global Ownership Summary

Heritage Global is owned by 37.11% institutional investors, 11.88% insiders, and 51.02% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 7.04% 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

TypeName% Inst% Insiders% Retail
StockHeritage Global37.11%11.88%51.02%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryCapital Markets Stocks45.78%17.11%37.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Punch & associates investment management2.45M7.04%$5.45M
Vanguard group1.88M5.15%$3.48M
Topline capital management1.68M4.81%$3.73M
Koshinski asset management917.30K2.63%$2.04M
Militia capital partners, lp584.48K1.68%$1.30M
Herr investment group432.90K1.18%$1.06M
Wynnefield capital401.03K1.10%$741.90K
Geode capital management361.63K0.99%$669.20K
Renaissance339.82K0.93%$628.66K
Perritt capital management272.47K0.78%$604.88K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Topline capital management1.68M0.64%$3.73M
Militia capital partners, lp584.48K0.60%$1.30M
Wynnefield capital401.03K0.34%$741.90K
Punch & associates investment management2.45M0.34%$5.45M
Perritt capital management272.47K0.31%$604.88K
Ridgewood investments241.16K0.23%$535.39K
Koshinski asset management917.30K0.15%$2.04M
Herr investment group432.90K0.07%$1.06M
Rbf capital54.28K0.01%$120.51K
Renaissance339.82K0.00%$628.66K

Top Buyers

HolderShares% AssetsChange
Geode capital management361.63K0.00%26.23K
Ubs group24.03K-23.76K
Royal bank of canada14.60K-14.19K
Evergreen capital management11.88K0.00%11.88K
Susquehanna group, llp76.18K-10.63K

Top Sellers

HolderShares% AssetsChange
Uniplan investment counsel---805.79K
Journey advisory group---720.67K
Ancora advisors---514.27K
Connective capital management---207.55K
Mutual advisors---167.53K

New Positions

HolderShares% AssetsChangeValue
Evergreen capital management11.88K0.00%11.88K$26.37K

Sold Out

HolderChange
Carsonallaria wealth management-2.00
Qube research-4.00
Northwestern mutual wealth management-17.00
Toronto dominion bank-61.00
Fmr-67.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202537-11.90%12,940,448-5.87%372.44%11-35.29%11-31.25%
Mar 31, 20254110.81%13,163,0890.92%372.93%1614.29%1614.29%
Dec 31, 202416-61.90%4,790,566-46.40%132.19%4-73.33%6-53.85%
Sep 30, 202442-12.50%8,938,243-5.38%243.67%157.14%13-27.78%
Jun 30, 202448-12.73%9,446,237-5.73%253.44%14-41.67%185.88%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.40M3.95%-
Vanguard Total Stock Mkt Idx Inv1.36M3.92%-29.73K
Ancora Micro Cap373.79K1.05%-9.36K
Vanguard Institutional Extnd Mkt Idx Tr297.38K0.86%-135.51K
Perritt MicroCap Opportunities Investor200.00K0.56%-
Fidelity Extended Market Index175.57K0.50%-458.00
Ancora MicroCap I165.33K0.47%-
iShares Micro-Cap ETF69.81K0.20%-
DFA US Micro Cap I68.10K0.19%5.23K
Fidelity Total Market Index66.24K0.19%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 19, 2024Ludwig David Van President of subsidiarySell$16.10K
Mar 11, 2025Ludwig David Van President of subsidiarySell$13.79K
Mar 06, 2025Ludwig David Van President of subsidiarySell$20.70K
Mar 04, 2025Ludwig David Van President of subsidiarySell$20.50K
Feb 26, 2025Ludwig David Van President of subsidiarySell$20.20K

Insider Transactions Trends

DateBuySell
2025 Q1-9
2024 Q4-5
2024 Q12-
2023 Q41-
2023 Q38-

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 37.11%, followed by 11.88% insiders and 51.01% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 45.78%, which Heritage Global falls below.

Who owns the most shares of Heritage Global?

Heritage Global’s largest shareholders are Punch & associates investment management (2.45M shares, 7.04%), Vanguard group (1.88M shares, 5.15%), and Topline capital management (1.68M shares, 4.81%). Together, they hold 17.00% 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?

Topline capital management is Heritage Global’s biggest shareholder by percentage of total assets invested, with 0.64% of its assets in 1.68M Heritage Global shares, valued at 3.73M$.

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.

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