HGBL institutional holders

HERITAGE GLOBAL INC · 13F, 2026Q2

Managers holding36
Shares held11,826,512
Reported value$14.3m
Quarter flows3 new, 10 added, 9 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Mink Brook Asset Management LLC2,273,077$2.8m1.2%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2,021,458$2.4m0.1%
Topline Capital Management, LLC1,785,488$2.2m0.6%
VANGUARD CAPITAL MANAGEMENT LLC1,393,638$1.7m0.0%
Truffle Hound Capital, LLC1,100,000$1.3m0.3%
Koshinski Asset Management, Inc.917,304$1.1m0.1%
Militia Capital Management LLC563,873$682,2860.0%
GEODE CAPITAL MANAGEMENT, LLC359,349$434,9250.0%
RENAISSANCE TECHNOLOGIES LLC249,617$302,0370.0%
Ridgewood Investments LLC222,165$268,8200.1%
DIMENSIONAL FUND ADVISORS LP179,234$216,9170.0%
BlackRock, Inc.168,422$203,7910.0%
VANGUARD FIDUCIARY TRUST CO167,270$202,3970.0%
STATE STREET CORP116,566$141,0450.0%
NORTHERN TRUST CORP51,204$61,9570.0%
JANE STREET GROUP, LLC42,957$51,9780.0%
CITADEL ADVISORS LLC38,312$46,3580.0%
GOLDMAN SACHS GROUP INC34,800$42,1080.0%
NorthRock Partners, LLC34,139$41,3080.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC25,758$32,1980.0%
MORGAN STANLEY18,668$22,5880.0%
EVERGREEN CAPITAL MANAGEMENT LLC11,878$14,3730.0%
Vanguard Global Advisers, LLC10,769$13,0300.0%
ACADIAN ASSET MANAGEMENT LLC11,491$13,0000.0%
XTX Topco Ltd10,000$12,1000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HGBL"). HGBL price history · All 13F data

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