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Heritage Global Ownership | Who Owns Heritage Global?

OverviewRevenueFinancialsChartTranscripts

Heritage Global Ownership Summary

Heritage Global is owned by 15.41% institutional investors, 11.88% insiders, and 72.71% 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

TypeName% Inst% Insiders% Retail
StockHeritage Global15.41%11.88%72.71%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCapital Markets Stocks35.42%14.69%49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Punch & associates investment management2.48M7.10%$4.11M
Mink brook asset management1.88M5.40%$3.12M
Vanguard group1.86M5.33%$3.09M
Topline capital management1.68M4.81%$2.79M
Truffle hound capital1.10M3.15%$1.83M
Koshinski asset management917.30K2.63%$1.52M
Militia capital partners, lp563.87K1.62%$936.03K
Herr investment group432.90K1.18%$1.06M
Wynnefield capital401.03K1.15%$665.71K
Renaissance371.33K1.06%$616.41K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mink brook asset management1.88M2.10%$3.12M
Truffle hound capital1.10M0.51%$1.83M
Topline capital management1.68M0.48%$2.79M
Militia capital partners, lp563.87K0.44%$936.03K
Wynnefield capital401.03K0.40%$665.71K
Punch & associates investment management2.48M0.24%$4.11M
Perritt capital management295.87K0.23%$491.14K
Ridgewood investments241.16K0.17%$400.33K
Koshinski asset management917.30K0.11%$1.52M
Herr investment group432.90K0.07%$1.06M

Top Buyers

HolderShares% AssetsChange
Truffle hound capital1.10M0.51%179.84K
Renaissance371.33K0.00%24.83K
Perritt capital management295.87K0.23%23.40K
Punch & associates investment management2.48M0.24%21.18K
Virtu financial16.80K0.00%16.80K

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
Virtu financial16.80K0.00%16.80K$28.00K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202518-48.57%5,374,894-58.08%151.14%4-60.00%6-45.45%
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%

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 Index174.14K0.50%-1.43K
Ancora MicroCap I165.33K0.47%-
iShares Micro-Cap ETF69.26K0.20%-
DFA US Micro Cap I68.10K0.20%-
Fidelity Total Market Index66.10K0.19%-141.00

Recent Insider Transactions

DateNameRoleActivityValue
Dec 01, 2025Sklar James Edward EVP, Gen Counsel & SecretarySell$4.89K
Nov 03, 2025Sklar James Edward EVP, Gen Counsel & SecretarySell$5.34K
Oct 01, 2025Sklar James Edward EVP, Gen Counsel & SecretarySell$12.17K
Nov 19, 2024Ludwig David Van President of subsidiarySell$16.10K
Mar 11, 2025Ludwig David Van President of subsidiarySell$13.79K

Insider Transactions Trends

DateBuySell
2025 Q4-3
2025 Q1-9
2024 Q4-5
2024 Q12-
2023 Q41-

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 15.41%, followed by 11.88% insiders and 72.71% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 35.42%, 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%), Mink brook asset management (1.88M shares, 5.40%), and Vanguard group (1.86M shares, 5.33%). Together, they hold 17.83% 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.

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