HERITAGE GLOBAL INC (HGBL) Institutional Shareholders
HERITAGE GLOBAL INC (HGBL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $14.31M in HGBL holdings during the latest filing period.
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 $3.05M, representing an estimated gain of +10.74% 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
36
Total Reported Value
$14.31M
Largest Holder
Mink Brook Asset Management Llc
Largest Position
$2.75M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $3,045,923 | +$295,500 | +10.74% | |
| Punch & Associates Investment Management, Inc. | 0.12% | 2,021,458 | $2,445,964 | $2,708,754 | +$262,790 | +10.74% | |
| Topline Capital Management, Llc | 0.56% | 1,785,488 | $2,160,440 | $2,392,554 | +$232,114 | +10.74% | |
| Vanguard Capital Management Llc | 0.00% | 1,393,638 | $1,686,302 | $1,867,475 | +$181,173 | +10.74% | |
| Truffle Hound Capital, Llc | 0.84% | 1,100,000 | $1,331,000 | $1,474,000 | +$143,000 | +10.74% | |
| Koshinski Asset Management, Inc. | 0.06% | 917,304 | $1,109,938 | $1,229,187 | +$119,249 | +10.74% | |
| Militia Capital Management Llc | 0.12% | 563,873 | $682,286 | $755,590 | +$73,304 | +10.74% | |
| Geode Capital Management, Llc | 0.00% | 359,349 | $434,925 | $481,528 | +$46,603 | +10.72% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 249,617 | $302,037 | $334,487 | +$32,450 | +10.74% |
| Ridgewood Investments Llc | 0.10% | 222,165 | $268,820 | $297,701 | +$28,881 | +10.74% | |
| Dimensional Fund Advisors Lp | 0.00% | 179,234 | $216,917 | $240,174 | +$23,257 | +10.72% | |
| Blackrock, Inc. | 0.00% | 168,422 | $203,791 | $225,685 | +$21,894 | +10.74% | |
| Vanguard Fiduciary Trust Co | 0.00% | 167,270 | $202,397 | $224,142 | +$21,745 | +10.74% | |
| State Street Corp | 0.00% | 116,566 | $141,045 | $156,198 | +$15,153 | +10.74% | |
| Northern Trust Corp | 0.00% | 51,204 | $61,957 | $68,613 | +$6,656 | +10.74% | |
| Jane Street Group, Llc | 0.00% | 42,957 | $51,978 | $57,562 | +$5,584 | +10.74% | |
| Citadel Advisors Llc | 0.00% | 38,312 | $46,358 | $51,338 | +$4,980 | +10.74% | |
| Goldman Sachs Group Inc | 0.00% | 34,800 | $42,108 | $46,632 | +$4,524 | +10.74% | |
| Northrock Partners, Llc | 0.00% | 34,139 | $41,308 | $45,746 | +$4,438 | +10.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,758 | $32,198 | $34,516 | +$2,318 | +7.20% | |
| Morgan Stanley | 0.00% | 18,668 | $22,588 | $25,015 | +$2,427 | +10.75% | |
| Evergreen Capital Management Llc | 0.00% | 11,878 | $14,373 | $15,917 | +$1,544 | +10.74% | |
| Vanguard Global Advisers, Llc | 0.00% | 10,769 | $13,030 | $14,430 | +$1,400 | +10.75% | |
| Acadian Asset Management Llc | 0.00% | 11,491 | $13,000 | $15,398 | +$2,398 | +18.45% | |
| Xtx Topco Ltd | 0.00% | 10,000 | $12,100 | $13,400 | +$1,300 | +10.74% | |
| Royal Bank Of Canada | 0.00% | 5,782 | $7,000 | $7,748 | +$748 | +10.68% | |
| Tower Research Capital Llc (Trc) | 0.00% | 5,429 | $6,569 | $7,275 | +$706 | +10.75% | |
| Parallel Advisors, Llc | 0.00% | 4,000 | $4,840 | $5,360 | +$520 | +10.74% | |
| Osaic Holdings, Inc. | 0.00% | 2,740 | $3,315 | $3,672 | +$357 | +10.76% | |
| Td Waterhouse Canada Inc. | 0.00% | 698 | $839 | $935 | +$96 | +11.48% | |
| Barclays Plc | 0.00% | 165 | $200 | $221 | +$21 | +10.55% | |
| Smartleaf Asset Management Llc | 0.00% | 100 | $122 | $134 | +$12 | +9.84% | |
| Ubs Group Ag | 0.00% | 96 | $116 | $129 | +$13 | +10.90% | |
| Archer Investment Corp | 0.00% | 25 | $30 | $34 | +$4 | +11.67% | |
| Harbour Investments, Inc. | 0.00% | 9 | $11 | $12 | +$1 | +9.64% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 6 | $7 | $8 | +$1 | +14.86% |
Frequently asked questions about HGBL
Who owns the most HGBL stock?
The largest holders of HGBL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HERITAGE GLOBAL INC (HGBL).
Is HGBL widely held by superinvestors?
Many widely followed stocks like HGBL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HGBL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.