Who Owns HGBL?

Heritage Global Inc. — Institutional Ownership & 13F Holdings

$1.42

+0.00 (+0.00%)

Market Cap

$44.1M

Shares Outstanding

34,741,551

Institutional Holders

41

Total Inst. Value

$28.7M

% of Float Held

QoQ Holder Change

-7

Institutional data as of Q1 2025

New Positions

12

Closed Positions

8

Increased

5

Decreased

16

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$5.4M2,454,467
2Mink Brook Asset Management LLC$4.1M1,867,021
3VANGUARD GROUP INC$4.0M1,848,351
4Topline Capital Management, LLC$3.7M1,694,744
5Koshinski Asset Management, Inc.$2.0M922,304
6Journey Advisory Group, LLCNew$1.6M720,667
7Truffle Hound Capital, LLC$1.4M650,000
8Ancora Advisors LLC$1.1M514,269
9WYNNEFIELD CAPITAL INC$874K401,030
10GEODE CAPITAL MANAGEMENT, LLC$817K375,481

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Frequently Asked Questions

How many institutional investors hold HGBL?

As of Q1 2025, 41 institutional investors report holding HGBL (Heritage Global Inc.) in their 13F filings.

Which hedge fund owns the most HGBL?

The largest institutional holder of HGBL is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. with $5.4M in shares.

Are institutions buying or selling HGBL?

This quarter, 12 institutions opened new positions in HGBL and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.