Who Owns HERITAGE GLOBAL INC (HGBL)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $14.3M of HERITAGE GLOBAL INC (HGBL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mink Brook Asset Management LLC ($2.8M), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ($2.4M), Topline Capital Management, LLC ($2.2M), VANGUARD GROUP INC ($1.9M), Truffle Hound Capital, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mink Brook Asset Management LLC | $2.8M | 2.3M | Added |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.4M | 2.0M | Trimmed |
| 3 | Topline Capital Management, LLC | $2.2M | 1.8M | Hold |
| 4 | VANGUARD GROUP INC | $1.9M | 1.6M | Trimmed |
| 5 | Truffle Hound Capital, LLC | $1.3M | 1.1M | Hold |
| 6 | Koshinski Asset Management, Inc. | $1.1M | 917,304 | Hold |
| 7 | Militia Capital Management LLC | $682,286 | 563,873 | Hold |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $434,925 | 359,349 | Added |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $302,037 | 249,617 | Added |
| 10 | Ridgewood Investments LLC | $268,820 | 222,165 | Trimmed |
| 11 | DIMENSIONAL FUND ADVISORS LP | $216,917 | 179,234 | Trimmed |
| 12 | BlackRock, Inc. | $203,791 | 168,422 | Added |
| 13 | STATE STREET CORP | $141,045 | 116,566 | Hold |
| 14 | NORTHERN TRUST CORP | $61,957 | 51,204 | Added |
| 15 | JANE STREET GROUP, LLC | $51,978 | 42,957 | Added |
| 16 | CITADEL ADVISORS LLC | $46,358 | 38,312 | New |
| 17 | GOLDMAN SACHS GROUP INC | $42,108 | 34,800 | Trimmed |
| 18 | NorthRock Partners, LLC | $41,308 | 34,139 | Hold |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32,198 | 25,758 | Hold |
| 20 | MORGAN STANLEY | $22,588 | 18,668 | Hold |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | $14,373 | 11,878 | Hold |
| 22 | ACADIAN ASSET MANAGEMENT LLC | $13,000 | 11,491 | Trimmed |
| 23 | XTX Topco Ltd | $12,100 | 10,000 | Trimmed |
| 24 | Royal Bank of Canada | $7,000 | 5,782 | Hold |
| 25 | Tower Research Capital LLC (TRC) | $6,569 | 5,429 | Added |
Source: SEC Form 13F filings · as of 2026-06-30