HERITAGE GLOBAL INC (HGBL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.65M in HGBL holdings during the latest filing period.
Punch & Associates Investment Management, Inc. is currently the largest disclosed institutional shareholder of HGBL tracked by InsiderSet, reporting ownership valued at approximately $3.05M in its March 31, 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 $2.85M, representing an estimated loss of -6.62% 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 Punch & Associates Investment Management, Inc., Mink Brook Asset Management Llc, 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
$14.65M
Largest Holder
Punch & Associates Investment Management, Inc.
Largest Position
$3.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 0.18% | 2,244,148 | $3,052,041 | $2,850,068 | -$201,973 | -6.62% | |
| Mink Brook Asset Management Llc | 1.70% | 2,238,256 | $3,044,028 | $2,842,585 | -$201,443 | -6.62% | |
| Topline Capital Management, Llc | 0.40% | 1,785,488 | $2,428,264 | $2,267,570 | -$160,694 | -6.62% | |
| Truffle Hound Capital, Llc | 0.92% | 1,100,000 | $1,496,000 | $1,397,000 | -$99,000 | -6.62% | |
| Koshinski Asset Management, Inc. | 0.08% | 917,304 | $1,247,533 | $1,164,976 | -$82,557 | -6.62% | |
| Militia Capital Management Llc | 0.18% | 563,873 | $766,867 | $716,119 | -$50,748 | -6.62% | |
| Geode Capital Management, Llc | 0.00% | 342,134 | $465,420 | $434,510 | -$30,910 | -6.64% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 244,317 | $332,271 | $310,283 | -$21,988 | -6.62% |
| Ridgewood Investments Llc | 0.13% | 237,165 | $322,544 | $301,200 | -$21,344 | -6.62% | |
| Dimensional Fund Advisors Lp | 0.00% | 204,544 | $278,135 | $259,771 | -$18,364 | -6.60% | |
| Evernest Financial Advisors, Llc | 0.06% | 194,000 | $273,540 | $246,380 | -$27,160 | -9.93% | |
| Blackrock, Inc. | 0.00% | 147,039 | $199,973 | $186,740 | -$13,233 | -6.62% | |
| State Street Corp | 0.00% | 116,566 | $158,530 | $148,039 | -$10,491 | -6.62% | |
| Rothschild Wealth Llc | 0.01% | 81,366 | $110,658 | $103,335 | -$7,323 | -6.62% | |
| Man Group Plc | 0.00% | 79,690 | $108,378 | $101,206 | -$7,172 | -6.62% | |
| Susquehanna International Group, Llp | 0.00% | 46,533 | $63,285 | $59,097 | -$4,188 | -6.62% | |
| Northern Trust Corp | 0.00% | 36,865 | $50,136 | $46,819 | -$3,317 | -6.62% | |
| Goldman Sachs Group Inc | 0.00% | 35,221 | $47,901 | $44,731 | -$3,170 | -6.62% | |
| Northrock Partners, Llc | 0.00% | 34,139 | $46,429 | $43,357 | -$3,072 | -6.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,758 | $35,546 | $32,713 | -$2,833 | -7.97% | |
| Jane Street Group, Llc | 0.00% | 19,009 | $25,853 | $24,141 | -$1,712 | -6.62% | |
| Morgan Stanley | 0.00% | 18,668 | $25,388 | $23,708 | -$1,680 | -6.62% | |
| Xtx Topco Ltd | 0.00% | 13,934 | $18,950 | $17,696 | -$1,254 | -6.62% | |
| Evergreen Capital Management Llc | 0.00% | 11,878 | $16,155 | $15,085 | -$1,070 | -6.62% | |
| Royal Bank Of Canada | 0.00% | 5,782 | $8,000 | $7,343 | -$657 | -8.21% | |
| Citigroup Inc | 0.00% | 4,155 | $5,651 | $5,277 | -$374 | -6.62% | |
| Parallel Advisors, Llc | 0.00% | 4,000 | $5,440 | $5,080 | -$360 | -6.62% | |
| Tower Research Capital Llc (Trc) | 0.00% | 3,660 | $4,978 | $4,648 | -$330 | -6.63% | |
| Ubs Group Ag | 0.00% | 2,875 | $3,909 | $3,651 | -$258 | -6.59% | |
| Osaic Holdings, Inc. | 0.00% | 2,240 | $3,046 | $2,845 | -$201 | -6.61% | |
| Td Waterhouse Canada Inc. | 0.00% | 698 | $938 | $886 | -$52 | -5.49% | |
| Smartleaf Asset Management Llc | 0.00% | 100 | $135 | $127 | -$8 | -5.93% | |
| Archer Investment Corp | 0.00% | 25 | $34 | $32 | -$2 | -6.62% | |
| Acadian Asset Management Llc | 0.00% | 16,694 | $22 | $21,201 | +$21,179 | +96269.91% | |
| Harbour Investments, Inc. | 0.00% | 9 | $12 | $11 | -$1 | -4.75% |
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.