Heritage Global (HGBL) Institutional Ownership $1.90 -0.03 (-1.30%) As of 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. 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)$11.08MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$1.45M 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. 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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 CompanyDetails8/16/2025 Evergreen Capital Management LLC11,878$26K0.0%N/A0.034% 8/15/2025 Topline Capital Management LLC1,678,507$3.73M0.6%-1.0%4.832% 8/15/2025 Man Group plc59,874$133K0.0%-18.5%0.172% 8/11/2025 Truffle Hound Capital LLC920,157$2.04M0.5%+41.6%2.649% 7/29/2025 Koshinski Asset Management Inc.917,304$2.04M0.2%-0.5%2.587% 6/6/2025 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% 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. 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% 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% This is my Christian duty (Ad)“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.Watch Jim Rickards reveal the Old Testament Wealth Code1/11/2024 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% 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% 5/18/2021 Millennium Management LLC21,006$60K0.0%-73.8%0.059% (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 ($3.73M), Mink Brook Asset Management LLC ($3.45M), Truffle Hound Capital LLC ($2.04M), Koshinski Asset Management Inc. ($2.04M), Militia Capital Partners LP ($1.27M), and Herr Investment Group LLC ($1.14M).Learn more on Heritage Global's institutional investors. What percentage of Heritage Global's stock is owned by institutional investors? 33.46% of Heritage Global's stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings. Which institutional investors have been buying Heritage Global's stock? Of the 22 institutional investors that purchased Heritage Global's 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 ($920.16K), Punch & Associates Investment Management Inc. ($322.50K), Connective Capital Management LLC ($203.94K), and 1492 Capital Management LLC ($192.71K). How much institutional buying is happening at Heritage Global? Institutional investors have bought a total of 6,001,098 shares in the last 24 months. This purchase volume represents approximately $11.08M in transactions. Which of Heritage Global's major shareholders have been selling company stock? Of the 9 institutional investors that sold Heritage Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Topline Capital Management LLC ($248.59K), Koshinski Asset Management Inc. ($142K), Dimensional Fund Advisors LP ($97.35K), Citadel Advisors LLC ($55.77K), Millennium Management LLC ($53.86K), Punch & Associates Investment Management Inc. ($46.53K), and Wynnefield Capital Inc. ($45K). How much institutional selling is happening at Heritage Global? Institutional investors have sold a total of 714,127 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions. Related Companies 8X8 Major Shareholders Akso Health Group Major Shareholders Information Services Group Major Shareholders Trivago N.V. 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