Heritage Global Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MINK BROOK ASSET MANAGEMENT LLC | 08/14/2026 | 2.27 M | $2.75 M | 1.56% | 6.56% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 2.02 M | $2.45 M | -9.92% | 5.84% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.79 M | $2.16 M | 0.00% | 5.16% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.39 M | $1.69 M | -15.92% | 4.02% |
| TRUFFLE HOUND CAPITAL, LLC | 08/06/2026 | 1.10 M | $1.33 M | 0.00% | 3.18% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 917.30 K | $1.11 M | 0.00% | 2.65% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 563.87 K | $682.29 K | 0.00% | 1.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 359.35 K | $434.93 K | 5.03% | 1.04% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 249.62 K | $302.04 K | 2.17% | 0.72% |
| RIDGEWOOD INVESTMENTS LLC | 08/03/2026 | 222.17 K | $268.82 K | -6.32% | 0.64% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 179.23 K | $216.92 K | -12.37% | 0.52% |
| BLACKROCK, INC. | 08/07/2026 | 168.42 K | $203.79 K | 14.54% | 0.49% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 167.27 K | $202.40 K | 0.74% | 0.48% |
| STATE STREET CORP | 08/07/2026 | 116.57 K | $141.05 K | 0.00% | 0.34% |
| NORTHERN TRUST CORP | 08/13/2026 | 51.20 K | $61.96 K | 38.90% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 42.96 K | $51.98 K | 125.98% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 38.31 K | $46.36 K | 100.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 34.80 K | $42.11 K | -1.20% | 0.10% |
| NORTHROCK PARTNERS, LLC | 08/11/2026 | 34.14 K | $41.31 K | 0.00% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 25.76 K | $32.20 K | 0.00% | 0.07% |
| MORGAN STANLEY | 08/13/2026 | 18.67 K | $22.59 K | 0.00% | 0.05% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 11.88 K | $14.37 K | 0.00% | 0.03% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 11.49 K | $13.00 K | -31.17% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 10.77 K | $13.03 K | 0.00% | 0.03% |
| XTX TOPCO LTD | 08/14/2026 | 10.00 K | $12.10 K | -28.23% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.78 K | $7.00 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 5.43 K | $6.57 K | 48.33% | 0.02% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 4.00 K | $4.84 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.74 K | $3.32 K | 22.32% | 0.01% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 698 | $839 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 165 | $200 | 100.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 100 | $122 | 0.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 96 | $116 | -96.66% | 0.00% |
| ARCHER INVESTMENT CORP | 08/19/2026 | 25 | $30 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 9 | $11 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 6 | $7 | 100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MAN GROUP PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SENTINUS, LLC | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| EVERNEST FINANCIAL ADVISORS, LLC | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Heritage Global Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Heritage Global Inc. The most heavily invested institutionals were:
Mink Brook Asset Management LLC: 2.27 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.02 M
Topline Capital Management, LLC: 1.79 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.39 M
Truffle Hound Capital, LLC: 1.1 M
Koshinski Asset Management, Inc.: 917,304
34.15% of Heritage Global Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.23 M shares in the last 24 months. This purchase volume represents approximately $19.34 M in transactions.