Heritage Global Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 2.38 M | $2.96 M | -3.66% | 6.90% |
| MINK BROOK ASSET MANAGEMENT LLC | 02/13/2026 | 2.03 M | $2.52 M | 7.79% | 5.87% |
| VANGUARD GROUP INC | 01/29/2026 | 1.87 M | $2.32 M | 0.75% | 5.42% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.85 M | $2.30 M | 10.27% | 5.36% |
| TRUFFLE HOUND CAPITAL, LLC | 02/13/2026 | 1.10 M | $1.36 M | 0.00% | 3.18% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 917.30 K | $1.14 M | 0.00% | 2.66% |
| MILITIA CAPITAL PARTNERS, LP | 02/17/2026 | 563.87 K | $699.20 K | 0.00% | 1.63% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 377.52 K | $468.12 K | 1.67% | 1.09% |
| PERRITT CAPITAL MANAGEMENT INC | 02/17/2026 | 360.87 K | $447.47 K | 21.97% | 1.04% |
| SENTINUS, LLC | 02/17/2026 | 360.87 K | $447.47 K | 100.00% | 1.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 360.18 K | $446.72 K | 0.67% | 1.04% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 209.61 K | $259.96 K | -23.03% | 0.61% |
| BLACKROCK, INC. | 02/12/2026 | 139.95 K | $173.54 K | 2.39% | 0.41% |
| STATE STREET CORP | 02/13/2026 | 116.57 K | $144.54 K | 0.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 90.84 K | $112.64 K | 112.54% | 0.26% |
| WYNNEFIELD CAPITAL INC | 02/13/2026 | 79.43 K | $98.49 K | -80.19% | 0.23% |
| CITADEL ADVISORS LLC | 02/17/2026 | 60.30 K | $74.78 K | -17.92% | 0.17% |
| MAN GROUP PLC | 02/17/2026 | 59.29 K | $73.52 K | 0.00% | 0.17% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 49.95 K | $61.94 K | 29.95% | 0.14% |
| NORTHERN TRUST CORP | 02/17/2026 | 36.87 K | $45.71 K | 0.00% | 0.11% |
| NORTHROCK PARTNERS, LLC | 02/17/2026 | 34.14 K | $42.33 K | 100.00% | 0.10% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 31.93 K | $39.59 K | -8.04% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 31.47 K | $38.00 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 29.65 K | $36.77 K | 196.24% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 25.76 K | $32.46 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 02/17/2026 | 24.67 K | $30.59 K | 100.00% | 0.07% |
| MORGAN STANLEY | 02/13/2026 | 18.67 K | $23.15 K | 0.00% | 0.05% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 13.65 K | $16.93 K | 100.00% | 0.04% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 11.88 K | $14.73 K | 0.00% | 0.03% |
| HRT FINANCIAL LP | 02/12/2026 | 10.73 K | $13.00 K | 100.00% | 0.03% |
| CITIGROUP INC | 02/13/2026 | 9.89 K | $12.27 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.78 K | $7.00 K | -0.58% | 0.02% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 4.00 K | $4.96 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 3.52 K | $4.37 K | 22.68% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.75 K | $3.40 K | -0.18% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.51 K | $3.11 K | 0.20% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1.63 K | $2.02 K | 10,093.75% | 0.00% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 678 | $841 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 156 | $193 | -42.65% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 100 | $125 | 100.00% | 0.00% |
| ARCHER INVESTMENT CORP | 01/30/2026 | 25 | $31 | 0.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RBF CAPITAL, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 0 | $0 | -100.00% | 0.00% |
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Heritage Global Inc institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Heritage Global Inc. The most heavily invested institutionals were:
Mink Brook Asset Management LLC: 2.24 M
Koshinski Asset Management, Inc.: 917,304
Ridgewood Investments LLC: 237,165
Evernest Financial Advisors, LLC: 194,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 25,758
UBS Group AG: 2,875
38.46% of Heritage Global Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.53 M shares in the last 24 months. This purchase volume represents approximately $18.45 M in transactions.