Heritage Global (HGBL) Institutional Ownership $2.00 -0.05 (-2.44%) As of 06/12/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)CurrentInstitutional OwnershipPercentage33.46%Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$10.57MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$1.47M Get HGBL Insider Trade Alerts Want to know when executives and insiders are buying or selling Heritage Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data HGBL Institutional Buying and Selling by Quarter Heritage Global Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/6/2025 Militia Capital Partners LP584,478$1.27M1.0%+6.6%1.649% 5/16/2025 Punch & Associates Investment Management Inc.2,454,467$5.35M0.3%-1.9%6.923% 5/16/2025 Ancora Advisors LLC514,269$1.12M0.0%+1.2%1.451% 5/15/2025 Topline Capital Management LLC1,694,744$3.70M0.8%-12.1%4.780% 5/7/2025 Ridgewood Investments LLC241,165$526K0.2%+6.9%0.680% 4/25/2025 Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598% 4/16/2025 Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073% 4/9/2025 Parkside Advisors LLC34,139$74K0.0%N/A0.096% 2/17/2025 Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000% 2/17/2025 Millennium Management LLC29,805$55K0.0%-64.4%0.080% Get the Latest News and Ratings for HGBL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Heritage Global and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Citadel Advisors LLC40,763$75K0.0%-57.8%0.109% 2/17/2025 Ancora Advisors LLC508,269$940K0.0%-2.2%1.361% 2/14/2025 Two Sigma Securities LLC14,950$28K0.0%N/A0.040% 2/14/2025 Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161% 2/14/2025 Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643% 2/13/2025 NewEdge Advisors LLC14,904$28K0.0%N/A0.040% 2/13/2025 Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910% 2/12/2025 Geode Capital Management LLC361,632$669K0.0%+7.8%0.968% 2/11/2025 Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741% 1/16/2025 Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703% 11/16/2024 Geode Capital Management LLC335,402$570K0.0%+2.4%0.898% 11/15/2024 Jane Street Group LLC14,941$25K0.0%N/A0.040% 11/15/2024 Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074% 11/15/2024 Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078% 10/10/2024 Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837% 8/9/2024 Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852% 8/9/2024 Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205% 5/16/2024 Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265% 5/16/2024 Connective Capital Management LLC203,938$538K0.8%N/A0.546% 5/16/2024 Janus Henderson Group PLC20,445$54K0.0%N/A0.055% 5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159% 4/10/2024 Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532% 2/15/2024 Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917% 2/12/2024 1492 Capital Management LLC303,621$844K0.5%+173.8%0.817% 1/12/2024 Mutual Advisors LLC167,530$466K0.0%-20.4%0.451% 1/11/2024 Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512% 11/14/2023 Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479% 11/14/2023 Mutual Advisors LLC210,500$657K0.0%-31.0%0.567% 11/13/2023 EAM Investors LLC333,504$1.04M0.2%-28.7%0.898% 11/13/2023 Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422% Why July 22nd Could Mean Big Changes for Social Security (Ad)In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.To see the full playbook and how it could impact everyone, click here.11/7/2023 Barclays PLC17,022$53K0.0%N/A0.046% 10/26/2023 Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433% 8/14/2023 Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957% 8/11/2023 Cibc World Market Inc.116,300$421K0.0%+38.3%0.313% 8/7/2023 Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599% 7/31/2023 Mutual Advisors LLC305,000$1.10M0.0%N/A0.822% 7/28/2023 Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223% 7/27/2023 Virtu Financial LLC16,591$60K0.0%N/A0.045% 5/9/2023 Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179% 4/25/2023 Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441% 4/12/2023 Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091% 4/12/2023 Naviter Wealth LLC29,421$84K0.0%N/A0.080% 1/31/2023 Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406% 11/15/2022 Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119% 10/18/2022 Bailard Inc.31,718$51K0.0%N/A0.086% 10/13/2022 Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415% 7/21/2022 Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436% 7/19/2022 Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399% 7/12/2022 Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058% 4/19/2022 Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244% 1/14/2022 Koshinski Asset Management Inc.1,449,321$2.71M0.2%+10.4%3.962% 1/13/2022 Wedbush Securities Inc.47,662$89K0.0%+242.0%0.130% 11/15/2021 Ancora Advisors LLC459,420$900K0.0%+18.0%1.266% 10/12/2021 Koshinski Asset Management Inc.1,312,321$2.57M0.2%+156.5%3.616% 10/8/2021 Wedbush Securities Inc.13,938$27K0.0%N/A0.038% 8/13/2021 Renaissance Technologies LLC48,729$123K0.0%+77.1%0.137% 8/13/2021 Ancora Advisors LLC389,297$985K0.0%+12.0%1.091% 8/13/2021 Geode Capital Management LLC147,325$372K0.0%+12.6%0.413% 8/13/2021 Vanguard Group Inc.1,236,606$3.13M0.0%-2.2%3.467% 8/12/2021 Dimensional Fund Advisors LP24,520$62K0.0%N/A0.069% 5/19/2021 Virtu Financial LLC28,911$82K0.0%N/A0.081% 5/18/2021 Millennium Management LLC21,006$60K0.0%-73.8%0.059% 5/18/2021 Punch & Associates Investment Management Inc.2,244,185$6.40M0.4%+4.0%6.291% 5/18/2021 Perritt Capital Management Inc.249,189$710K0.4%+837.2%0.699% 5/13/2021 Renaissance Technologies LLC27,517$78K0.0%N/A0.077% 5/12/2021 Geode Capital Management LLC130,815$372K0.0%N/A0.367% (Data available from 1/1/2016 forward) HGBL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of HGBL shares? During the previous two years, 31 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($5.35M), Topline Capital Management LLC ($3.70M), Mink Brook Asset Management LLC ($3.45M), Koshinski Asset Management Inc. ($2.01M), Militia Capital Partners LP ($1.27M), Truffle Hound Capital LLC ($1.20M), and Herr Investment Group LLC ($1.14M).Learn more on HGBL's institutional investors. What percentage of Heritage Global stock is owned by institutional investors? 33.46% of Heritage Global stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings. Which institutional investors have been buying Heritage Global stock? Of the 25 institutional investors that purchased Heritage Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Topline Capital Management LLC ($1.93M), Mink Brook Asset Management LLC ($1.87M), Koshinski Asset Management Inc. ($1.06M), Truffle Hound Capital LLC ($650K), Punch & Associates Investment Management Inc. ($322.50K), Mutual Advisors LLC ($305K), and Connective Capital Management LLC ($203.94K). How much institutional buying is happening at Heritage Global? Institutional investors have bought a total of 7,275,790 shares in the last 24 months. This purchase volume represents approximately $15.29M in transactions. Which Heritage Global major shareholders have been selling company stock? Of the 14 institutional investors that sold Heritage Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Koshinski Asset Management Inc. ($451.89K), Topline Capital Management LLC ($232.35K), Mutual Advisors LLC ($137.47K), EAM Investors LLC ($134.49K), Dimensional Fund Advisors LP ($97.35K), Acadian Asset Management LLC ($65.40K), and Citadel Advisors LLC ($55.77K). How much institutional selling is happening at Heritage Global? Institutional investors have sold a total of 1,435,191 shares in the last 24 months. This volume of shares sold represents approximately $3.86M in transactions. Related Companies trivago Major Shareholders Rimini Street Major Shareholders CPI Card Group Major Shareholders MaxCyte Major Shareholders Paysign Major Shareholders Information Services Group Major Shareholders OptimizeRx Major Shareholders Akso Health Group Major Shareholders Tucows Major Shareholders 8X8 Major Shareholders This page (NASDAQ:HGBL) was last updated on 6/13/2025 by MarketBeat.com Staff From Our PartnersElon’s NEXT Big IPO?Cancel your internet TODAY!? 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