HGBL Institutional Ownership & Shareholders
HERITAGE GLOBAL INC (HGBL) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mink Brook Asset Management Llc is currently the largest disclosed institutional shareholder of HGBL tracked by InsiderSet, reporting ownership valued at approximately $2.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.83M, representing an estimated gain of +2.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed HGBL value among the investors covered in this analysis. Major shareholders include Mink Brook Asset Management Llc, Punch & Associates Investment Management, Inc., Topline Capital Management, Llc, and several other long-term asset managers with concentrated positions in HERITAGE GLOBAL INC (HGBL).
This page ranks the largest institutional HGBL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$14.37M
Largest Holder
Mink Brook Asset Management Llc
Largest Position
$2.75M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mink Brook Asset Management Llc | 1.21% | 2,273,077 | $2,750,423 | $2,829,981 | +$79,558 | +2.89% | |
| Punch & Associates Investment Management, Inc. | 0.12% | 2,021,458 | $2,445,964 | $2,516,715 | +$70,751 | +2.89% | |
| Topline Capital Management, Llc | 0.56% | 1,785,488 | $2,160,440 | $2,222,933 | +$62,493 | +2.89% | |
| Vanguard Capital Management Llc | 0.00% | 1,393,638 | $1,686,302 | $1,735,079 | +$48,777 | +2.89% | |
| Truffle Hound Capital, Llc | 0.84% | 1,100,000 | $1,331,000 | $1,369,500 | +$38,500 | +2.89% | |
| Koshinski Asset Management, Inc. | 0.06% | 917,304 | $1,192,495 | $1,142,043 | -$50,452 | -4.23% | |
| Militia Capital Management Llc | 0.12% | 563,873 | $682,286 | $702,022 | +$19,736 | +2.89% | |
| Geode Capital Management, Llc | 0.00% | 359,349 | $434,925 | $447,390 | +$12,465 | +2.87% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 249,617 | $302,037 | $310,773 | +$8,736 | +2.89% |
| Ridgewood Investments Llc | 0.10% | 207,165 | $269,315 | $257,920 | -$11,395 | -4.23% | |
| Dimensional Fund Advisors Lp | 0.00% | 179,234 | $216,917 | $223,146 | +$6,229 | +2.87% | |
| Blackrock, Inc. | 0.00% | 168,422 | $203,791 | $209,685 | +$5,894 | +2.89% | |
| Vanguard Fiduciary Trust Co | 0.00% | 167,270 | $202,397 | $208,251 | +$5,854 | +2.89% | |
| State Street Corp | 0.00% | 116,566 | $141,045 | $145,125 | +$4,080 | +2.89% | |
| Northern Trust Corp | 0.00% | 51,204 | $61,957 | $63,749 | +$1,792 | +2.89% | |
| Jane Street Group, Llc | 0.00% | 42,957 | $51,978 | $53,481 | +$1,503 | +2.89% | |
| Citadel Advisors Llc | 0.00% | 38,312 | $46,358 | $47,698 | +$1,340 | +2.89% | |
| Goldman Sachs Group Inc | 0.00% | 34,800 | $42,108 | $43,326 | +$1,218 | +2.89% | |
| Northrock Partners, Llc | 0.00% | 34,139 | $41,308 | $42,503 | +$1,195 | +2.89% | |
| Morgan Stanley | 0.00% | 18,668 | $22,588 | $23,242 | +$654 | +2.89% | |
| Td Waterhouse Canada Inc. | 0.00% | 17,434 | $22,013 | $21,705 | -$308 | -1.40% | |
| Vanguard Global Advisers, Llc | 0.00% | 10,769 | $13,030 | $13,407 | +$377 | +2.90% | |
| Acadian Asset Management Llc | 0.00% | 11,491 | $13,000 | $14,306 | +$1,306 | +10.05% | |
| Xtx Topco Ltd | 0.00% | 10,000 | $12,100 | $12,450 | +$350 | +2.89% | |
| Royal Bank Of Canada | 0.00% | 5,782 | $7,000 | $7,199 | +$199 | +2.84% | |
| Tower Research Capital Llc (Trc) | 0.00% | 5,429 | $6,569 | $6,759 | +$190 | +2.89% | |
| Parallel Advisors, Llc | 0.00% | 4,000 | $4,840 | $4,980 | +$140 | +2.89% | |
| Osaic Holdings, Inc. | 0.00% | 2,740 | $3,315 | $3,411 | +$96 | +2.90% | |
| Barclays Plc | 0.00% | 165 | $200 | $205 | +$5 | +2.71% | |
| Smartleaf Asset Management Llc | 0.00% | 100 | $122 | $125 | +$3 | +2.05% | |
| Ubs Group Ag | 0.00% | 96 | $116 | $120 | +$4 | +3.03% | |
| Archer Investment Corp | 0.00% | 25 | $30 | $31 | +$1 | +3.75% | |
| Farther Finance Advisors, Llc | 0.00% | 14 | $18 | $17 | -$1 | -3.17% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 9 | $12 | $11 | -$1 | -6.62% | |
| Harbour Investments, Inc. | 0.00% | 9 | $11 | $11 | +$0 | +1.86% |
Frequently asked questions about HGBL
Who are the largest institutional holders of HGBL?
The largest institutional holders of HGBL reported in the latest SEC Form 13F filings include Mink Brook Asset Management Llc, Punch & Associates Investment Management, Inc., Topline Capital Management, Llc, Vanguard Capital Management Llc, and Truffle Hound Capital, Llc. InsiderSet ranks institutional holders by their latest reported HGBL position.
What is HGBL institutional ownership?
This page tracks HGBL positions reported by institutional investment managers through SEC Form 13F. HERITAGE GLOBAL INC (HGBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HGBL?
InsiderSet currently tracks 35 institutional managers reporting HGBL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HGBL shareholders.
How much HGBL stock do institutions own?
Institutional investment managers disclosed approximately $14.37M in HGBL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HGBL institutional ownership last updated?
The latest HGBL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HGBL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HGBL position after the reporting date.
Are institutions buying or selling HGBL?
Institutional buying and selling can be analyzed by comparing HGBL positions across consecutive 13F reporting periods. InsiderSet's HGBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HGBL ownership changes.
How has HGBL institutional ownership changed over time?
InsiderSet tracks HGBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.